NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 392,028 shares; 2024Q4: 390,171 shares; 2025Q1: 390,545 shares; 2025Q2: 384,079 shares; 2025Q3: 383,611 shares; 2025Q4: 379,729 shares; 2026Q1: 378,385 shares; 2026Q2: 368,103 shares 368,103 $73.7M 18.3% -10,282 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: 19,595 shares; 2024Q4: 24,011 shares; 2025Q1: 26,171 shares; 2025Q2: 26,330 shares; 2025Q3: 28,492 shares; 2025Q4: 31,244 shares; 2026Q1: 28,432 shares; 2026Q2: 30,038 shares 30,038 $22M 5.46% +1,606 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,711 shares; 2024Q4: 74,567 shares; 2025Q1: 73,931 shares; 2025Q2: 72,268 shares; 2025Q3: 74,218 shares; 2025Q4: 74,435 shares; 2026Q1: 70,373 shares; 2026Q2: 68,935 shares 68,935 $19.9M 4.95% -1,438 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: 19,147 shares; 2024Q4: 22,744 shares; 2025Q1: 23,727 shares; 2025Q2: 23,381 shares; 2025Q3: 23,584 shares; 2025Q4: 23,842 shares; 2026Q1: 21,564 shares; 2026Q2: 21,052 shares 21,052 $15.7M 3.9% -512 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: not reported; 2024Q4: 39,261 shares; 2025Q1: 39,213 shares; 2025Q2: 39,450 shares; 2025Q3: 40,440 shares; 2025Q4: 40,683 shares; 2026Q1: 38,724 shares; 2026Q2: 37,614 shares 37,614 $14M 3.48% -1,110 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: not reported; 2024Q4: 83,423 shares; 2025Q1: 86,524 shares; 2025Q2: 88,074 shares; 2025Q3: 90,497 shares; 2025Q4: 92,797 shares; 2026Q1: 88,704 shares; 2026Q2: 86,416 shares 86,416 $13.7M 3.4% -2,288 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: 31,809 shares; 2024Q4: 33,039 shares; 2025Q1: 33,072 shares; 2025Q2: 32,543 shares; 2025Q3: 32,552 shares; 2025Q4: 32,434 shares; 2026Q1: 32,280 shares; 2026Q2: 32,088 shares 32,088 $12M 2.99% -192 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: not reported; 2024Q4: 20,157 shares; 2025Q1: 28,761 shares; 2025Q2: 28,816 shares; 2025Q3: 28,886 shares; 2025Q4: 32,668 shares; 2026Q1: 49,356 shares; 2026Q2: 54,413 shares 54,413 $11.9M 2.95% +5,057 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: 23,839 shares; 2024Q4: 21,706 shares; 2025Q1: 23,858 shares; 2025Q2: 26,162 shares; 2025Q3: 28,076 shares; 2025Q4: 30,654 shares; 2026Q1: 30,941 shares; 2026Q2: 32,689 shares 32,689 $11.6M 2.87% +1,748 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: 12,229 shares; 2024Q4: 12,886 shares; 2025Q1: 13,373 shares; 2025Q2: 13,513 shares; 2025Q3: 14,683 shares; 2025Q4: 15,181 shares; 2026Q1: 14,670 shares; 2026Q2: 14,498 shares 14,498 $11.1M 2.75% -172 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: 28,467 shares; 2024Q4: 30,614 shares; 2025Q1: 31,625 shares; 2025Q2: 32,115 shares; 2025Q3: 34,317 shares; 2025Q4: 34,555 shares; 2026Q1: 33,964 shares; 2026Q2: 34,571 shares 34,571 $8.24M 2.05% +607 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: 18,251 shares; 2024Q4: 18,760 shares; 2025Q1: 18,909 shares; 2025Q2: 18,560 shares; 2025Q3: 18,340 shares; 2025Q4: 17,426 shares; 2026Q1: 16,790 shares; 2026Q2: 16,427 shares 16,427 $8.22M 2.04% -363 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: 4,484 shares; 2025Q3: 6,014 shares; 2025Q4: 6,972 shares; 2026Q1: 10,026 shares; 2026Q2: 11,848 shares 11,848 $7.62M 1.89% +1,822 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: 8,772 shares; 2024Q4: 8,654 shares; 2025Q1: 8,278 shares; 2025Q2: 9,060 shares; 2025Q3: 11,665 shares; 2025Q4: 12,084 shares; 2026Q1: 11,786 shares; 2026Q2: 12,190 shares 12,190 $7.1M 1.76% +404 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: not reported; 2024Q4: 24,629 shares; 2025Q1: 25,133 shares; 2025Q2: 24,510 shares; 2025Q3: 24,138 shares; 2025Q4: 23,690 shares; 2026Q1: 22,773 shares; 2026Q2: 23,281 shares 23,281 $6.95M 1.73% +508 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,230 shares; 2024Q4: 13,873 shares; 2025Q1: 14,880 shares; 2025Q2: 14,807 shares; 2025Q3: 15,327 shares; 2025Q4: 16,491 shares; 2026Q1: 17,298 shares; 2026Q2: 17,540 shares 17,540 $5.74M 1.43% +242 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,626 shares; 2024Q4: 164,905 shares; 2025Q1: 165,429 shares; 2025Q2: 165,613 shares; 2025Q3: 164,121 shares; 2025Q4: 166,030 shares; 2026Q1: 162,972 shares; 2026Q2: 147,727 shares 147,727 $5.37M 1.33% -15,245 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: not reported; 2024Q4: 8,272 shares; 2025Q1: 8,470 shares; 2025Q2: 9,615 shares; 2025Q3: 10,786 shares; 2025Q4: 11,343 shares; 2026Q1: 10,276 shares; 2026Q2: 62,273 shares 62,273 $5.36M 1.33% +51,997 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: 8,658 shares; 2024Q4: 8,854 shares; 2025Q1: 9,283 shares; 2025Q2: 9,351 shares; 2025Q3: 9,735 shares; 2025Q4: 9,714 shares; 2026Q1: 9,505 shares; 2026Q2: 9,456 shares 9,456 $5.33M 1.32% -49 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: 16,713 shares; 2024Q4: 14,925 shares; 2025Q1: 15,023 shares; 2025Q2: 15,383 shares; 2025Q3: 15,531 shares; 2025Q4: 15,390 shares; 2026Q1: 14,547 shares; 2026Q2: 14,221 shares 14,221 $5.08M 1.26% -326 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: 18,047 shares; 2024Q4: 17,850 shares; 2025Q1: 17,935 shares; 2025Q2: 18,039 shares; 2025Q3: 17,966 shares; 2025Q4: 18,724 shares; 2026Q1: 18,360 shares; 2026Q2: 17,987 shares 17,987 $4.53M 1.12% -373 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: not reported; 2024Q4: 15,407 shares; 2025Q1: 16,341 shares; 2025Q2: 15,743 shares; 2025Q3: 15,487 shares; 2025Q4: 14,515 shares; 2026Q1: 13,901 shares; 2026Q2: 13,417 shares 13,417 $4.07M 1.01% -484 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: 6,815 shares; 2024Q4: 7,659 shares; 2025Q1: 8,122 shares; 2025Q2: 8,511 shares; 2025Q3: 9,088 shares; 2025Q4: 9,433 shares; 2026Q1: 9,255 shares; 2026Q2: 9,420 shares 9,420 $3.96M 0.98% +165 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: not reported; 2024Q4: 25,974 shares; 2025Q1: 27,168 shares; 2025Q2: 28,205 shares; 2025Q3: 31,020 shares; 2025Q4: 33,417 shares; 2026Q1: 33,663 shares; 2026Q2: 34,189 shares 34,189 $3.87M 0.96% +526 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,033 shares; 2025Q1: 16,879 shares; 2025Q2: 16,467 shares; 2025Q3: 14,980 shares; 2025Q4: 13,913 shares; 2026Q1: 12,585 shares; 2026Q2: 46,947 shares 46,947 $3.75M 0.93% +34,362 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,193 shares; 2024Q4: 14,332 shares; 2025Q1: 16,135 shares; 2025Q2: 16,558 shares; 2025Q3: 16,556 shares; 2025Q4: 16,518 shares; 2026Q1: 16,466 shares; 2026Q2: 15,928 shares 15,928 $3.55M 0.88% -538 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,444 shares; 2025Q1: 2,149 shares; 2025Q2: 2,407 shares; 2025Q3: 2,549 shares; 2025Q4: 2,575 shares; 2026Q1: 2,799 shares; 2026Q2: 2,922 shares 2,922 $3.46M 0.86% +123 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,250 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $3.46M 0.86% 0 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: 10,274 shares; 2024Q4: 11,972 shares; 2025Q1: 13,206 shares; 2025Q2: 13,356 shares; 2025Q3: 13,606 shares; 2025Q4: 13,309 shares; 2026Q1: 13,225 shares; 2026Q2: 13,383 shares 13,383 $3.28M 0.82% +158 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: not reported; 2024Q4: 2,213 shares; 2025Q1: 2,387 shares; 2025Q2: 2,365 shares; 2025Q3: 2,995 shares; 2025Q4: 2,881 shares; 2026Q1: 2,862 shares; 2026Q2: 2,905 shares 2,905 $3.06M 0.76% +43 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: 11,307 shares; 2025Q1: 9,524 shares; 2025Q2: 7,486 shares; 2025Q3: 7,492 shares; 2025Q4: 7,498 shares; 2026Q1: 66,751 shares; 2026Q2: 88,402 shares 88,402 $2.99M 0.74% +21,651 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: not reported; 2024Q4: 15,258 shares; 2025Q1: 15,797 shares; 2025Q2: 15,763 shares; 2025Q3: 15,582 shares; 2025Q4: 15,602 shares; 2026Q1: 16,272 shares; 2026Q2: 16,731 shares 16,731 $2.77M 0.69% +459 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: 2,733 shares; 2024Q4: 2,845 shares; 2025Q1: 2,867 shares; 2025Q2: 2,884 shares; 2025Q3: 2,827 shares; 2025Q4: 2,816 shares; 2026Q1: 2,818 shares; 2026Q2: 2,794 shares 2,794 $2.61M 0.65% -24 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,967 shares; 2024Q4: 14,748 shares; 2025Q1: 15,150 shares; 2025Q2: 15,701 shares; 2025Q3: 19,308 shares; 2025Q4: 20,924 shares; 2026Q1: 17,680 shares; 2026Q2: 21,287 shares 21,287 $2.5M 0.62% +3,607 Timeline XLU 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: 4,785 shares; 2024Q4: 15,482 shares; 2025Q1: 23,278 shares; 2025Q2: 23,221 shares; 2025Q3: 21,961 shares; 2025Q4: 45,464 shares; 2026Q1: 55,461 shares; 2026Q2: 55,029 shares 55,029 $2.5M 0.62% -432 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: not reported; 2024Q4: 5,344 shares; 2025Q1: 5,650 shares; 2025Q2: 5,658 shares; 2025Q3: 5,549 shares; 2025Q4: 6,895 shares; 2026Q1: 6,319 shares; 2026Q2: 6,730 shares 6,730 $2.49M 0.62% +411 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: 1,163 shares; 2025Q1: 1,371 shares; 2025Q2: 1,417 shares; 2025Q3: 1,443 shares; 2025Q4: 1,551 shares; 2026Q1: 1,807 shares; 2026Q2: 1,976 shares 1,976 $2.39M 0.59% +169 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: 6,046 shares; 2024Q4: 6,763 shares; 2025Q1: 6,992 shares; 2025Q2: 7,344 shares; 2025Q3: 7,254 shares; 2025Q4: 7,180 shares; 2026Q1: 7,000 shares; 2026Q2: 6,827 shares 6,827 $2.34M 0.58% -173 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: not reported; 2024Q4: not reported; 2025Q1: 4,094 shares; 2025Q2: 5,222 shares; 2025Q3: 7,063 shares; 2025Q4: 9,465 shares; 2026Q1: 9,551 shares; 2026Q2: 10,930 shares 10,930 $2.07M 0.52% +1,379 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,196 shares; 2024Q4: 3,151 shares; 2025Q1: 3,082 shares; 2025Q2: 3,123 shares; 2025Q3: 3,204 shares; 2025Q4: 30,472 shares; 2026Q1: 28,970 shares; 2026Q2: 28,799 shares 28,799 $2.06M 0.51% -171 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,209 shares; 2026Q2: 58,514 shares 58,514 $2.04M 0.51% +19,305 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: 2,754 shares; 2024Q4: 2,797 shares; 2025Q1: 3,003 shares; 2025Q2: 3,269 shares; 2025Q3: 3,722 shares; 2025Q4: 4,103 shares; 2026Q1: 3,863 shares; 2026Q2: 3,839 shares 3,839 $2.01M 0.5% -24 Timeline KRE 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: 27,015 shares; 2025Q1: 31,251 shares; 2025Q2: 30,476 shares; 2025Q3: 30,226 shares; 2025Q4: 27,839 shares; 2026Q1: 26,302 shares; 2026Q2: 25,136 shares 25,136 $1.88M 0.47% -1,166 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 891 shares; 2025Q1: 1,298 shares; 2025Q2: 1,477 shares; 2025Q3: 1,641 shares; 2025Q4: 1,947 shares; 2026Q1: 2,190 shares; 2026Q2: 2,307 shares 2,307 $1.85M 0.46% +117 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,266 shares; 2024Q4: 14,049 shares; 2025Q1: 14,135 shares; 2025Q2: 14,227 shares; 2025Q3: 13,988 shares; 2025Q4: 14,813 shares; 2026Q1: 14,870 shares; 2026Q2: 14,483 shares 14,483 $1.83M 0.46% -387 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: 4,018 shares; 2024Q4: 4,477 shares; 2025Q1: 4,675 shares; 2025Q2: 4,681 shares; 2025Q3: 4,749 shares; 2025Q4: 4,822 shares; 2026Q1: 4,791 shares; 2026Q2: 4,789 shares 4,789 $1.76M 0.44% -2 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: 564 shares; 2024Q4: 572 shares; 2025Q1: 575 shares; 2025Q2: 573 shares; 2025Q3: 1,492 shares; 2025Q4: 1,550 shares; 2026Q1: 1,572 shares; 2026Q2: 1,691 shares 1,691 $1.68M 0.42% +119 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: not reported; 2024Q4: 5,409 shares; 2025Q1: 5,455 shares; 2025Q2: 5,884 shares; 2025Q3: 5,894 shares; 2025Q4: 6,013 shares; 2026Q1: 5,918 shares; 2026Q2: 5,710 shares 5,710 $1.61M 0.4% -208 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,235 shares; 2025Q1: 9,792 shares; 2025Q2: 9,820 shares; 2025Q3: 10,218 shares; 2025Q4: 11,327 shares; 2026Q1: 11,470 shares; 2026Q2: 11,482 shares 11,482 $1.6M 0.4% +12 Timeline ARKX 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: 10,653 shares; 2026Q1: 33,704 shares; 2026Q2: 46,953 shares 46,953 $1.6M 0.4% +13,249 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: 7,155 shares; 2024Q4: 8,305 shares; 2025Q1: 8,331 shares; 2025Q2: 8,337 shares; 2025Q3: 8,322 shares; 2025Q4: 9,608 shares; 2026Q1: 11,809 shares; 2026Q2: 11,656 shares 11,656 $1.59M 0.4% -153 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,508 shares; 2025Q3: 4,178 shares; 2025Q4: 5,835 shares; 2026Q1: 6,417 shares; 2026Q2: 6,959 shares 6,959 $1.48M 0.37% +542 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,287 shares; 2025Q1: 4,649 shares; 2025Q2: 4,961 shares; 2025Q3: 4,734 shares; 2025Q4: 9,450 shares; 2026Q1: 27,457 shares; 2026Q2: 27,263 shares 27,263 $1.45M 0.36% -194 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: 7,597 shares; 2025Q1: 7,504 shares; 2025Q2: 5,920 shares; 2025Q3: 5,670 shares; 2025Q4: 5,798 shares; 2026Q1: 5,557 shares; 2026Q2: 5,583 shares 5,583 $1.42M 0.35% +26 Timeline BND 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,447 shares; 2025Q3: 10,588 shares; 2025Q4: 16,729 shares; 2026Q1: 16,610 shares; 2026Q2: 16,636 shares 16,636 $1.22M 0.3% +26 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: not reported; 2024Q4: 6,182 shares; 2025Q1: 5,459 shares; 2025Q2: 5,462 shares; 2025Q3: 5,407 shares; 2025Q4: 5,268 shares; 2026Q1: 4,871 shares; 2026Q2: 4,758 shares 4,758 $1.17M 0.29% -113 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,715 shares; 2025Q1: 3,762 shares; 2025Q2: 3,776 shares; 2025Q3: 3,805 shares; 2025Q4: 3,624 shares; 2026Q1: 3,559 shares; 2026Q2: 3,264 shares 3,264 $1.12M 0.28% -295 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,771 shares; 2025Q1: 3,440 shares; 2025Q2: 3,536 shares; 2025Q3: 3,691 shares; 2025Q4: 3,450 shares; 2026Q1: 3,264 shares; 2026Q2: 3,265 shares 3,265 $1.09M 0.27% +1 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: 4,174 shares; 2024Q4: 10,502 shares; 2025Q1: 12,709 shares; 2025Q2: 13,352 shares; 2025Q3: 12,207 shares; 2025Q4: 14,631 shares; 2026Q1: 13,035 shares; 2026Q2: 12,701 shares 12,701 $1.05M 0.26% -334 Timeline VCSH 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: 8,094 shares; 2024Q4: 10,994 shares; 2025Q1: 13,281 shares; 2025Q2: 13,520 shares; 2025Q3: 13,178 shares; 2025Q4: 12,828 shares; 2026Q1: 13,277 shares; 2026Q2: 13,018 shares 13,018 $1.03M 0.26% -259 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,200 shares; 2024Q4: 7,205 shares; 2025Q1: 7,200 shares; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares; 2025Q4: 14,400 shares; 2026Q1: 14,400 shares; 2026Q2: 14,400 shares 14,400 $970K 0.24% 0 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: not reported; 2024Q4: not reported; 2025Q1: 8,308 shares; 2025Q2: 8,114 shares; 2025Q3: 6,317 shares; 2025Q4: 5,437 shares; 2026Q1: 5,146 shares; 2026Q2: 5,511 shares 5,511 $953K 0.24% +365 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 5,528 shares 5,528 $953K 0.24% new Timeline SCHB 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: 25,644 shares; 2026Q2: 32,833 shares 32,833 $951K 0.24% +7,189 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: 17,629 shares; 2024Q4: 17,272 shares; 2025Q1: 17,064 shares; 2025Q2: 17,130 shares; 2025Q3: 17,592 shares; 2025Q4: 17,437 shares; 2026Q1: 17,344 shares; 2026Q2: 16,560 shares 16,560 $944K 0.23% -784 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,038 shares; 2025Q3: 2,822 shares; 2025Q4: 3,378 shares; 2026Q1: 1,965 shares; 2026Q2: 2,186 shares 2,186 $909K 0.23% +221 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,928 shares; 2025Q4: 7,230 shares; 2026Q1: 5,646 shares; 2026Q2: 5,129 shares 5,129 $839K 0.21% -517 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: 7,529 shares; 2024Q4: 7,529 shares; 2025Q1: 10,189 shares; 2025Q2: 10,400 shares; 2025Q3: 10,973 shares; 2025Q4: 10,640 shares; 2026Q1: 11,136 shares; 2026Q2: 14,015 shares 14,015 $826K 0.21% +2,879 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: 933 shares; 2025Q4: 1,631 shares; 2026Q1: 1,747 shares; 2026Q2: 2,170 shares 2,170 $811K 0.2% +423 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,666 shares; 2024Q4: 13,177 shares; 2025Q1: 13,077 shares; 2025Q2: 13,077 shares; 2025Q3: 13,727 shares; 2025Q4: 14,646 shares; 2026Q1: 14,646 shares; 2026Q2: 14,700 shares 14,700 $786K 0.2% +54 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,948 shares; 2025Q1: 12,630 shares; 2025Q2: 9,810 shares; 2025Q3: 9,308 shares; 2025Q4: 9,032 shares; 2026Q1: 8,590 shares; 2026Q2: 5,486 shares 5,486 $743K 0.18% -3,104 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,664 shares; 2025Q1: 3,702 shares; 2025Q2: 3,610 shares; 2025Q3: 3,474 shares; 2025Q4: 3,117 shares; 2026Q1: 3,416 shares; 2026Q2: 3,606 shares 3,606 $740K 0.18% +190 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,396 shares; 2025Q1: 7,768 shares; 2025Q2: 8,107 shares; 2025Q3: 7,989 shares; 2025Q4: 10,436 shares; 2026Q1: 6,863 shares; 2026Q2: 7,084 shares 7,084 $731K 0.18% +221 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: 8,780 shares; 2024Q4: 7,619 shares; 2025Q1: 7,615 shares; 2025Q2: 7,201 shares; 2025Q3: 7,165 shares; 2025Q4: 7,115 shares; 2026Q1: 6,909 shares; 2026Q2: 6,402 shares 6,402 $731K 0.18% -507 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: not reported; 2024Q4: 1,642 shares; 2025Q1: 1,735 shares; 2025Q2: 1,731 shares; 2025Q3: 2,484 shares; 2025Q4: 2,319 shares; 2026Q1: 2,068 shares; 2026Q2: 1,980 shares 1,980 $698K 0.17% -88 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,450 shares; 2024Q4: 2,776 shares; 2025Q1: 2,542 shares; 2025Q2: 2,619 shares; 2025Q3: 2,771 shares; 2025Q4: 2,886 shares; 2026Q1: 3,182 shares; 2026Q2: 3,070 shares 3,070 $665K 0.17% -112 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,940 shares; 2025Q1: 1,940 shares; 2025Q2: 1,940 shares; 2025Q3: 1,940 shares; 2025Q4: 1,940 shares; 2026Q1: 1,986 shares; 2026Q2: 1,940 shares 1,940 $662K 0.16% -46 Timeline PFF 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: 48,409 shares; 2025Q1: 42,858 shares; 2025Q2: 36,656 shares; 2025Q3: 33,571 shares; 2025Q4: 30,044 shares; 2026Q1: 24,141 shares; 2026Q2: 21,675 shares 21,675 $661K 0.16% -2,466 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,157 shares; 2025Q4: 2,907 shares; 2026Q1: 2,881 shares; 2026Q2: 3,352 shares 3,352 $653K 0.16% +471 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 565 shares 565 $652K 0.16% new Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,034 shares; 2026Q2: 1,753 shares 1,753 $652K 0.16% +719 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,007 shares; 2025Q1: 3,963 shares; 2025Q2: 3,872 shares; 2025Q3: 3,809 shares; 2025Q4: 3,803 shares; 2026Q1: 3,742 shares; 2026Q2: 3,686 shares 3,686 $647K 0.16% -56 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,330 shares; 2024Q4: 6,772 shares; 2025Q1: 6,794 shares; 2025Q2: 6,821 shares; 2025Q3: 6,830 shares; 2025Q4: 6,791 shares; 2026Q1: 6,656 shares; 2026Q2: 6,574 shares 6,574 $633K 0.16% -82 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: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 6,400 shares; 2026Q1: 6,400 shares; 2026Q2: 6,400 shares 6,400 $619K 0.15% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,963 shares; 2025Q1: 3,663 shares; 2025Q2: 3,663 shares; 2025Q3: 3,663 shares; 2025Q4: 3,663 shares; 2026Q1: 3,663 shares; 2026Q2: 3,663 shares 3,663 $617K 0.15% 0 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,857 shares; 2025Q1: 27,935 shares; 2025Q2: 20,262 shares; 2025Q3: 19,384 shares; 2025Q4: 9,054 shares; 2026Q1: 8,143 shares; 2026Q2: 7,607 shares 7,607 $570K 0.14% -536 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,602 shares; 2025Q1: 2,608 shares; 2025Q2: 2,614 shares; 2025Q3: 2,526 shares; 2025Q4: 2,457 shares; 2026Q1: 2,462 shares; 2026Q2: 2,468 shares 2,468 $529K 0.13% +6 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: 1,032 shares; 2024Q4: 1,051 shares; 2025Q1: 1,063 shares; 2025Q2: 1,059 shares; 2025Q3: 1,054 shares; 2025Q4: 1,055 shares; 2026Q1: 1,046 shares; 2026Q2: 1,027 shares 1,027 $528K 0.13% -19 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,318 shares; 2024Q4: 1,318 shares; 2025Q1: 1,477 shares; 2025Q2: 1,577 shares; 2025Q3: 1,887 shares; 2025Q4: 2,149 shares; 2026Q1: 2,148 shares; 2026Q2: 2,118 shares 2,118 $526K 0.13% -30 Timeline OUSA 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: 13,928 shares; 2024Q4: 13,022 shares; 2025Q1: 12,501 shares; 2025Q2: 12,159 shares; 2025Q3: 12,036 shares; 2025Q4: 12,069 shares; 2026Q1: 10,802 shares; 2026Q2: 9,197 shares 9,197 $525K 0.13% -1,605 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: 8,130 shares; 2024Q4: 13,785 shares; 2025Q1: 13,795 shares; 2025Q2: 14,976 shares; 2025Q3: 12,323 shares; 2025Q4: 11,816 shares; 2026Q1: 9,937 shares; 2026Q2: 8,725 shares 8,725 $493K 0.12% -1,212 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME 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: 16,300 shares; 2026Q1: 16,300 shares; 2026Q2: 16,300 shares 16,300 $479K 0.12% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 985 shares; 2026Q2: 1,063 shares 1,063 $478K 0.12% +78 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 739 shares; 2025Q1: 699 shares; 2025Q2: 1,537 shares; 2025Q3: 1,580 shares; 2025Q4: 737 shares; 2026Q1: 692 shares; 2026Q2: 694 shares 694 $477K 0.12% +2 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,920 shares; 2024Q4: 32,067 shares; 2025Q1: 29,752 shares; 2025Q2: 12,799 shares; 2025Q3: 11,979 shares; 2025Q4: 11,792 shares; 2026Q1: 11,474 shares; 2026Q2: 10,991 shares 10,991 $456K 0.11% -483 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: not reported; 2024Q4: 12,617 shares; 2025Q1: 12,148 shares; 2025Q2: 11,589 shares; 2025Q3: 11,797 shares; 2025Q4: 10,777 shares; 2026Q1: 11,433 shares; 2026Q2: 14,248 shares 14,248 $452K 0.11% +2,815 Timeline VGSH 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: not reported; 2024Q4: not reported; 2025Q1: 5,188 shares; 2025Q2: 7,422 shares; 2025Q3: 7,953 shares; 2025Q4: 6,612 shares; 2026Q1: 7,333 shares; 2026Q2: 7,368 shares 7,368 $429K 0.11% +35 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: 4,751 shares; 2024Q4: 7,666 shares; 2025Q1: 6,413 shares; 2025Q2: 6,502 shares; 2025Q3: 7,226 shares; 2025Q4: 8,416 shares; 2026Q1: 7,699 shares; 2026Q2: 7,965 shares 7,965 $427K 0.11% +266 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: not reported; 2024Q4: 2,509 shares; 2025Q1: 2,316 shares; 2025Q2: 1,896 shares; 2025Q3: 1,896 shares; 2025Q4: 1,921 shares; 2026Q1: 1,965 shares; 2026Q2: 2,265 shares 2,265 $412K 0.1% +300 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS 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: 323 shares; 2025Q4: 324 shares; 2026Q1: 358 shares; 2026Q2: 361 shares 361 $409K 0.1% +3 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,049 shares; 2025Q4: 5,949 shares; 2026Q1: 4,646 shares; 2026Q2: 4,522 shares 4,522 $394K 0.1% -124 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL 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: 1,745 shares 1,745 $391K 0.1% new Timeline TIP 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: 6,040 shares; 2025Q1: 5,094 shares; 2025Q2: 4,737 shares; 2025Q3: 4,528 shares; 2025Q4: 4,417 shares; 2026Q1: 3,887 shares; 2026Q2: 3,556 shares 3,556 $389K 0.1% -331 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,745 shares 1,745 $386K 0.1% new 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: not reported; 2024Q4: 1,853 shares; 2025Q1: 1,846 shares; 2025Q2: 1,754 shares; 2025Q3: 1,756 shares; 2025Q4: 1,762 shares; 2026Q1: 1,631 shares; 2026Q2: 1,603 shares 1,603 $379K 0.09% -28 Timeline SPHB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,414 shares 2,414 $376K 0.09% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,862 shares; 2025Q1: 1,863 shares; 2025Q2: 1,851 shares; 2025Q3: 1,853 shares; 2025Q4: 1,854 shares; 2026Q1: 1,510 shares; 2026Q2: 1,339 shares 1,339 $375K 0.09% -171 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: 3,864 shares; 2024Q4: 2,866 shares; 2025Q1: 2,868 shares; 2025Q2: 2,871 shares; 2025Q3: 2,873 shares; 2025Q4: 2,888 shares; 2026Q1: 2,890 shares; 2026Q2: 2,892 shares 2,892 $372K 0.09% +2 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: 6,614 shares; 2024Q4: 6,642 shares; 2025Q1: 6,819 shares; 2025Q2: 6,840 shares; 2025Q3: 6,980 shares; 2025Q4: 7,021 shares; 2026Q1: 6,182 shares; 2026Q2: 6,069 shares 6,069 $369K 0.09% -113 Timeline ETN EATON CORP PLC More: the full row for EATON CORP 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: 1,368 shares; 2025Q4: 981 shares; 2026Q1: 903 shares; 2026Q2: 863 shares 863 $368K 0.09% -40 Timeline MLPX 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: 9,035 shares; 2025Q2: 8,953 shares; 2025Q3: 7,008 shares; 2025Q4: 5,446 shares; 2026Q1: 5,008 shares; 2026Q2: 4,980 shares 4,980 $367K 0.09% -28 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,378 shares; 2026Q2: 4,314 shares 4,314 $361K 0.09% +936 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS 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: not reported; 2026Q1: not reported; 2026Q2: 1,008 shares 1,008 $357K 0.09% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,910 shares; 2025Q3: 2,607 shares; 2025Q4: 2,520 shares; 2026Q1: 2,701 shares; 2026Q2: 2,425 shares 2,425 $354K 0.09% -276 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 972 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,155 shares; 2026Q2: 1,275 shares 1,275 $347K 0.09% +120 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,152 shares; 2025Q3: 3,173 shares; 2025Q4: 4,251 shares; 2026Q1: 4,201 shares; 2026Q2: 4,229 shares 4,229 $344K 0.09% +28 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: not reported; 2024Q4: 2,989 shares; 2025Q1: 3,008 shares; 2025Q2: 3,013 shares; 2025Q3: 3,033 shares; 2025Q4: 3,636 shares; 2026Q1: 3,658 shares; 2026Q2: 3,563 shares 3,563 $341K 0.08% -95 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,270 shares 1,270 $325K 0.08% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 915 shares; 2025Q1: 1,157 shares; 2025Q2: 1,292 shares; 2025Q3: 1,316 shares; 2025Q4: 1,345 shares; 2026Q1: 1,315 shares; 2026Q2: 1,195 shares 1,195 $323K 0.08% -120 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,782 shares; 2025Q4: 2,050 shares; 2026Q1: 2,051 shares; 2026Q2: 2,053 shares 2,053 $311K 0.08% +2 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,018 shares 3,018 $307K 0.08% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,670 shares; 2025Q1: 3,189 shares; 2025Q2: 3,068 shares; 2025Q3: 2,670 shares; 2025Q4: 2,309 shares; 2026Q1: 1,932 shares; 2026Q2: 1,673 shares 1,673 $306K 0.08% -259 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,912 shares; 2025Q1: 4,034 shares; 2025Q2: 2,143 shares; 2025Q3: 1,705 shares; 2025Q4: 1,570 shares; 2026Q1: 1,169 shares; 2026Q2: 972 shares 972 $306K 0.08% -197 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,646 shares; 2025Q3: 7,222 shares; 2025Q4: 6,954 shares; 2026Q1: 6,222 shares; 2026Q2: 5,880 shares 5,880 $293K 0.07% -342 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,220 shares 10,220 $283K 0.07% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,501 shares; 2025Q3: 4,400 shares; 2025Q4: 4,408 shares; 2026Q1: 3,684 shares; 2026Q2: 3,001 shares 3,001 $276K 0.07% -683 Timeline USMV 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: 2,259 shares; 2025Q2: 12,124 shares; 2025Q3: 6,200 shares; 2025Q4: 4,943 shares; 2026Q1: 3,216 shares; 2026Q2: 2,820 shares 2,820 $272K 0.07% -396 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: not reported; 2024Q4: 2,600 shares; 2025Q1: 2,348 shares; 2025Q2: 2,357 shares; 2025Q3: 2,204 shares; 2025Q4: 1,905 shares; 2026Q1: 1,866 shares; 2026Q2: 1,738 shares 1,738 $272K 0.07% -128 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,097 shares; 2025Q3: 1,728 shares; 2025Q4: 1,604 shares; 2026Q1: 1,705 shares; 2026Q2: 1,840 shares 1,840 $270K 0.07% +135 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,255 shares 2,255 $265K 0.07% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,336 shares; 2025Q1: 2,351 shares; 2025Q2: 2,318 shares; 2025Q3: 2,336 shares; 2025Q4: 2,353 shares; 2026Q1: 2,369 shares; 2026Q2: 2,386 shares 2,386 $264K 0.07% +17 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED 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: 5,455 shares 5,455 $254K 0.06% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,319 shares; 2024Q4: 2,331 shares; 2025Q1: 2,348 shares; 2025Q2: 2,299 shares; 2025Q3: 2,317 shares; 2025Q4: 2,338 shares; 2026Q1: 2,354 shares; 2026Q2: 2,371 shares 2,371 $246K 0.06% +17 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: not reported; 2024Q4: 1,954 shares; 2025Q1: 2,155 shares; 2025Q2: 2,240 shares; 2025Q3: 2,210 shares; 2025Q4: 2,141 shares; 2026Q1: 1,803 shares; 2026Q2: 1,672 shares 1,672 $245K 0.06% -131 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 327 shares; 2025Q3: 265 shares; 2025Q4: 456 shares; 2026Q1: 457 shares; 2026Q2: 323 shares 323 $244K 0.06% -134 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: not reported; 2024Q4: 27,141 shares; 2025Q1: 25,745 shares; 2025Q2: 23,055 shares; 2025Q3: 22,555 shares; 2025Q4: 21,403 shares; 2026Q1: 19,535 shares; 2026Q2: 16,721 shares 16,721 $232K 0.06% -2,814 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,610 shares 1,610 $225K 0.06% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 33,460 shares; 2025Q1: 33,464 shares; 2025Q2: 30,867 shares; 2025Q3: 30,872 shares; 2025Q4: 26,690 shares; 2026Q1: 4,886 shares; 2026Q2: 4,689 shares 4,689 $223K 0.06% -197 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,043 shares; 2026Q2: 3,086 shares 3,086 $222K 0.06% +43 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 511 shares 511 $220K 0.05% new Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 30,124 shares; 2025Q4: 29,925 shares; 2026Q1: 25,724 shares; 2026Q2: 22,124 shares 22,124 $218K 0.05% -3,600 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,816 shares; 2025Q3: 2,113 shares; 2025Q4: 2,169 shares; 2026Q1: 1,839 shares; 2026Q2: 1,813 shares 1,813 $212K 0.05% -26 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 845 shares; 2024Q4: 863 shares; 2025Q1: 913 shares; 2025Q2: 916 shares; 2025Q3: 918 shares; 2025Q4: 856 shares; 2026Q1: 858 shares; 2026Q2: 710 shares 710 $208K 0.05% -148 Timeline XME 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: 2,204 shares; 2026Q2: 1,941 shares 1,941 $208K 0.05% -263 Timeline PTLC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,500 shares 3,500 $204K 0.05% new Timeline SVC SERVICE PPTYS TR More: the full row for SERVICE PPTYS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,509 shares; 2024Q4: 63,511 shares; 2025Q1: 67,513 shares; 2025Q2: 77,516 shares; 2025Q3: 78,518 shares; 2025Q4: 81,355 shares; 2026Q1: 80,133 shares; 2026Q2: 70,533 shares 70,533 $119K 0.03% -9,600 Timeline