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: 259,801 shares; 2024Q4: 261,119 shares; 2025Q1: 267,656 shares; 2025Q2: 268,628 shares; 2025Q3: 266,820 shares; 2025Q4: 266,545 shares; 2026Q1: 273,203 shares; 2026Q2: 274,889 shares 274,889 $102M 22.39% +1,686 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: 206,023 shares; 2024Q4: 206,937 shares; 2025Q1: 211,392 shares; 2025Q2: 211,438 shares; 2025Q3: 210,400 shares; 2025Q4: 211,687 shares; 2026Q1: 212,775 shares; 2026Q2: 214,060 shares 214,060 $33.8M 7.45% +1,285 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: 322,191 shares; 2024Q4: 1,008,349 shares; 2025Q1: 1,053,371 shares; 2025Q2: 1,088,248 shares; 2025Q3: 1,070,764 shares; 2025Q4: 1,078,456 shares; 2026Q1: 1,093,847 shares; 2026Q2: 1,106,784 shares 1,106,784 $32.1M 7.06% +12,937 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: 104,157 shares; 2024Q4: 101,486 shares; 2025Q1: 103,781 shares; 2025Q2: 104,194 shares; 2025Q3: 102,191 shares; 2025Q4: 101,821 shares; 2026Q1: 96,042 shares; 2026Q2: 88,878 shares 88,878 $25.7M 5.66% -7,164 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,622 shares; 2024Q4: 158,292 shares; 2025Q1: 166,499 shares; 2025Q2: 171,103 shares; 2025Q3: 172,060 shares; 2025Q4: 177,202 shares; 2026Q1: 189,055 shares; 2026Q2: 194,151 shares 194,151 $15.7M 3.46% +5,096 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: 152,394 shares; 2024Q4: 465,591 shares; 2025Q1: 475,325 shares; 2025Q2: 485,007 shares; 2025Q3: 482,300 shares; 2025Q4: 476,989 shares; 2026Q1: 491,519 shares; 2026Q2: 496,190 shares 496,190 $15.7M 3.46% +4,671 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: 49,340 shares; 2024Q4: 55,059 shares; 2025Q1: 57,154 shares; 2025Q2: 58,770 shares; 2025Q3: 58,331 shares; 2025Q4: 57,848 shares; 2026Q1: 60,496 shares; 2026Q2: 59,985 shares 59,985 $13.2M 2.9% -511 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,999 shares; 2024Q4: 51,633 shares; 2025Q1: 52,019 shares; 2025Q2: 16,145 shares; 2025Q3: 16,261 shares; 2025Q4: 16,373 shares; 2026Q1: 16,485 shares; 2026Q2: 517,719 shares 517,719 $10.4M 2.29% +501,234 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: 12,118 shares; 2024Q4: 13,425 shares; 2025Q1: 16,178 shares; 2025Q2: 16,175 shares; 2025Q3: 16,009 shares; 2025Q4: 16,924 shares; 2026Q1: 19,075 shares; 2026Q2: 119,726 shares 119,726 $10.3M 2.27% +100,651 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: 41,013 shares; 2024Q4: 41,567 shares; 2025Q1: 43,938 shares; 2025Q2: 45,368 shares; 2025Q3: 45,490 shares; 2025Q4: 45,714 shares; 2026Q1: 47,176 shares; 2026Q2: 47,898 shares 47,898 $9.58M 2.11% +722 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: 11,973 shares; 2024Q4: 12,137 shares; 2025Q1: 12,619 shares; 2025Q2: 12,664 shares; 2025Q3: 12,728 shares; 2025Q4: 12,755 shares; 2026Q1: 13,446 shares; 2026Q2: 13,549 shares 13,549 $9.31M 2.05% +103 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,458 shares; 2024Q4: 83,177 shares; 2025Q1: 89,848 shares; 2025Q2: 92,788 shares; 2025Q3: 93,191 shares; 2025Q4: 95,093 shares; 2026Q1: 98,332 shares; 2026Q2: 98,228 shares 98,228 $8.4M 1.85% -104 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,282 shares; 2024Q4: 20,431 shares; 2025Q1: 20,578 shares; 2025Q2: 20,987 shares; 2025Q3: 21,010 shares; 2025Q4: 21,165 shares; 2026Q1: 22,317 shares; 2026Q2: 21,530 shares 21,530 $8.03M 1.77% -787 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: 9,146 shares; 2024Q4: 9,189 shares; 2025Q1: 9,205 shares; 2025Q2: 9,222 shares; 2025Q3: 9,220 shares; 2025Q4: 9,213 shares; 2026Q1: 9,422 shares; 2026Q2: 9,433 shares 9,433 $7.04M 1.55% +11 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: 9,747 shares; 2024Q4: 9,365 shares; 2025Q1: 8,962 shares; 2025Q2: 8,703 shares; 2025Q3: 8,636 shares; 2025Q4: 8,632 shares; 2026Q1: 8,932 shares; 2026Q2: 8,907 shares 8,907 $6.67M 1.47% -25 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236,885 shares; 2024Q4: 241,136 shares; 2025Q1: 251,032 shares; 2025Q2: 248,414 shares; 2025Q3: 235,967 shares; 2025Q4: 250,574 shares; 2026Q1: 251,136 shares; 2026Q2: 245,011 shares 245,011 $6.1M 1.34% -6,125 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: 7,155 shares; 2024Q4: 7,141 shares; 2025Q1: 7,726 shares; 2025Q2: 7,699 shares; 2025Q3: 7,927 shares; 2025Q4: 7,988 shares; 2026Q1: 8,069 shares; 2026Q2: 8,223 shares 8,223 $6.06M 1.33% +154 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: 23,312 shares; 2024Q4: 24,615 shares; 2025Q1: 29,894 shares; 2025Q2: 31,743 shares; 2025Q3: 31,901 shares; 2025Q4: 32,217 shares; 2026Q1: 31,313 shares; 2026Q2: 32,363 shares 32,363 $5.32M 1.17% +1,050 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,190 shares; 2024Q4: 10,221 shares; 2025Q1: 10,256 shares; 2025Q2: 10,271 shares; 2025Q3: 10,296 shares; 2025Q4: 10,296 shares; 2026Q1: 10,308 shares; 2026Q2: 10,314 shares 10,314 $5.31M 1.17% +6 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: 24,953 shares; 2024Q4: 24,220 shares; 2025Q1: 24,841 shares; 2025Q2: 25,234 shares; 2025Q3: 25,093 shares; 2025Q4: 25,271 shares; 2026Q1: 25,699 shares; 2026Q2: 21,318 shares 21,318 $5.08M 1.12% -4,381 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: 8,250 shares; 2024Q4: 8,250 shares; 2025Q1: 9,124 shares; 2025Q2: 9,193 shares; 2025Q3: 8,657 shares; 2025Q4: 8,813 shares; 2026Q1: 9,412 shares; 2026Q2: 9,379 shares 9,379 $4.69M 1.03% -33 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: 17,686 shares; 2024Q4: 19,385 shares; 2025Q1: 19,307 shares; 2025Q2: 19,280 shares; 2025Q3: 18,926 shares; 2025Q4: 18,970 shares; 2026Q1: 18,896 shares; 2026Q2: 18,925 shares 18,925 $4.48M 0.99% +29 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,317 shares; 2024Q4: 33,653 shares; 2025Q1: 33,973 shares; 2025Q2: 35,075 shares; 2025Q3: 33,516 shares; 2025Q4: 32,868 shares; 2026Q1: 33,439 shares; 2026Q2: 34,043 shares 34,043 $4.09M 0.9% +604 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: 6,190 shares; 2024Q4: 12,396 shares; 2025Q1: 12,450 shares; 2025Q2: 12,485 shares; 2025Q3: 12,485 shares; 2025Q4: 12,485 shares; 2026Q1: 12,536 shares; 2026Q2: 11,133 shares 11,133 $3.8M 0.84% -1,403 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,811 shares; 2024Q4: 35,955 shares; 2025Q1: 48,333 shares; 2025Q2: 48,165 shares; 2025Q3: 49,367 shares; 2025Q4: 63,817 shares; 2026Q1: 120,062 shares; 2026Q2: 137,915 shares 137,915 $3.66M 0.81% +17,853 Timeline VGMS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 6,994 shares; 2026Q1: 39,756 shares; 2026Q2: 61,946 shares 61,946 $3.18M 0.7% +22,190 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,726 shares; 2024Q4: 21,754 shares; 2025Q1: 22,762 shares; 2025Q2: 22,941 shares; 2025Q3: 23,086 shares; 2025Q4: 22,865 shares; 2026Q1: 23,329 shares; 2026Q2: 113,825 shares 113,825 $3.12M 0.69% +90,496 Timeline VSDM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,200 shares 39,200 $3M 0.66% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,815 shares; 2024Q4: 39,959 shares; 2025Q1: 40,077 shares; 2025Q2: 39,414 shares; 2025Q3: 39,532 shares; 2025Q4: 39,672 shares; 2026Q1: 40,343 shares; 2026Q2: 39,424 shares 39,424 $2.99M 0.66% -919 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,078 shares; 2025Q1: 9,038 shares; 2025Q2: 10,506 shares; 2025Q3: 8,384 shares; 2025Q4: 8,332 shares; 2026Q1: 7,541 shares; 2026Q2: 6,005 shares 6,005 $2.9M 0.64% -1,536 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: 6,446 shares; 2024Q4: 6,602 shares; 2025Q1: 6,811 shares; 2025Q2: 7,440 shares; 2025Q3: 7,420 shares; 2025Q4: 7,503 shares; 2026Q1: 8,005 shares; 2026Q2: 8,041 shares 8,041 $2.87M 0.63% +36 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,973 shares; 2024Q4: 4,816 shares; 2025Q1: 5,183 shares; 2025Q2: 8,884 shares; 2025Q3: 9,138 shares; 2025Q4: 9,363 shares; 2026Q1: 9,496 shares; 2026Q2: 9,956 shares 9,956 $2.53M 0.56% +460 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: 3,936 shares; 2024Q4: 4,053 shares; 2025Q1: 4,839 shares; 2025Q2: 5,410 shares; 2025Q3: 5,522 shares; 2025Q4: 5,703 shares; 2026Q1: 5,864 shares; 2026Q2: 6,090 shares 6,090 $2.3M 0.51% +226 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,684 shares; 2024Q4: 39,684 shares; 2025Q1: 39,704 shares; 2025Q2: 39,749 shares; 2025Q3: 39,792 shares; 2025Q4: 39,835 shares; 2026Q1: 39,874 shares; 2026Q2: 39,906 shares 39,906 $2.23M 0.49% +32 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,453 shares; 2024Q4: 5,483 shares; 2025Q1: 10,164 shares; 2025Q2: 15,235 shares; 2025Q3: 15,254 shares; 2025Q4: 17,586 shares; 2026Q1: 20,305 shares; 2026Q2: 21,037 shares 21,037 $2.01M 0.44% +732 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,244 shares; 2024Q4: 9,922 shares; 2025Q1: 10,471 shares; 2025Q2: 10,537 shares; 2025Q3: 10,500 shares; 2025Q4: 10,433 shares; 2026Q1: 10,372 shares; 2026Q2: 10,616 shares 10,616 $2M 0.44% +244 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,398 shares; 2024Q4: 29,433 shares; 2025Q1: 29,463 shares; 2025Q2: 25,992 shares; 2025Q3: 26,021 shares; 2025Q4: 26,059 shares; 2026Q1: 26,081 shares; 2026Q2: 26,108 shares 26,108 $1.97M 0.43% +27 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: 2,972 shares; 2024Q4: 2,977 shares; 2025Q1: 2,981 shares; 2025Q2: 2,987 shares; 2025Q3: 2,994 shares; 2025Q4: 2,998 shares; 2026Q1: 3,000 shares; 2026Q2: 3,001 shares 3,001 $1.92M 0.42% +1 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,303 shares; 2026Q2: 19,307 shares 19,307 $1.86M 0.41% +4 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: 4,682 shares; 2024Q4: 5,129 shares; 2025Q1: 5,153 shares; 2025Q2: 5,164 shares; 2025Q3: 5,176 shares; 2025Q4: 5,011 shares; 2026Q1: 8,137 shares; 2026Q2: 8,599 shares 8,599 $1.83M 0.4% +462 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: 32,385 shares; 2024Q4: 32,646 shares; 2025Q1: 34,408 shares; 2025Q2: 34,842 shares; 2025Q3: 35,022 shares; 2025Q4: 35,731 shares; 2026Q1: 35,872 shares; 2026Q2: 36,080 shares 36,080 $1.82M 0.4% +208 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,921 shares; 2024Q4: 6,921 shares; 2025Q1: 13,841 shares; 2025Q2: 14,349 shares; 2025Q3: 14,314 shares; 2025Q4: 14,348 shares; 2026Q1: 14,381 shares; 2026Q2: 15,414 shares 15,414 $1.76M 0.39% +1,033 Timeline VXF 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: 6,889 shares; 2024Q4: 6,907 shares; 2025Q1: 7,292 shares; 2025Q2: 7,310 shares; 2025Q3: 7,328 shares; 2025Q4: 7,348 shares; 2026Q1: 7,369 shares; 2026Q2: 7,015 shares 7,015 $1.73M 0.38% -354 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: 3,744 shares; 2024Q4: 3,744 shares; 2025Q1: 4,900 shares; 2025Q2: 4,900 shares; 2025Q3: 4,907 shares; 2025Q4: 4,942 shares; 2026Q1: 4,946 shares; 2026Q2: 4,949 shares 4,949 $1.7M 0.37% +3 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: 3,499 shares; 2024Q4: 3,950 shares; 2025Q1: 4,033 shares; 2025Q2: 4,218 shares; 2025Q3: 4,220 shares; 2025Q4: 4,256 shares; 2026Q1: 4,566 shares; 2026Q2: 4,629 shares 4,629 $1.52M 0.33% +63 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: 1,810 shares; 2024Q4: 1,856 shares; 2025Q1: 2,577 shares; 2025Q2: 3,015 shares; 2025Q3: 3,089 shares; 2025Q4: 3,140 shares; 2026Q1: 3,349 shares; 2026Q2: 3,468 shares 3,468 $1.46M 0.32% +119 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: 4,388 shares; 2024Q4: 4,389 shares; 2025Q1: 3,970 shares; 2025Q2: 3,972 shares; 2025Q3: 3,972 shares; 2025Q4: 3,973 shares; 2026Q1: 3,974 shares; 2026Q2: 3,974 shares 3,974 $1.4M 0.31% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,729 shares; 2024Q4: 1,818 shares; 2025Q1: 1,922 shares; 2025Q2: 2,035 shares; 2025Q3: 2,052 shares; 2025Q4: 2,329 shares; 2026Q1: 2,454 shares; 2026Q2: 2,442 shares 2,442 $1.38M 0.3% -12 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,632 shares; 2024Q4: 25,774 shares; 2025Q1: 27,430 shares; 2025Q2: 27,931 shares; 2025Q3: 28,091 shares; 2025Q4: 25,482 shares; 2026Q1: 25,654 shares; 2026Q2: 25,831 shares 25,831 $1.33M 0.29% +177 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,152 shares; 2024Q4: 55,165 shares; 2025Q1: 51,716 shares; 2025Q2: 46,931 shares; 2025Q3: 43,083 shares; 2025Q4: 27,163 shares; 2026Q1: 27,588 shares; 2026Q2: 26,574 shares 26,574 $1.29M 0.28% -1,014 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: 2,989 shares; 2024Q4: 2,989 shares; 2025Q1: 2,983 shares; 2025Q2: 3,007 shares; 2025Q3: 3,007 shares; 2025Q4: 3,007 shares; 2026Q1: 3,019 shares; 2026Q2: 3,023 shares 3,023 $1.29M 0.28% +4 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,649 shares; 2024Q4: 3,662 shares; 2025Q1: 3,671 shares; 2025Q2: 3,679 shares; 2025Q3: 3,687 shares; 2025Q4: 3,697 shares; 2026Q1: 3,701 shares; 2026Q2: 3,705 shares 3,705 $1.27M 0.28% +4 Timeline VYMI 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: 12,293 shares; 2024Q4: 12,346 shares; 2025Q1: 12,619 shares; 2025Q2: 12,664 shares; 2025Q3: 12,600 shares; 2025Q4: 12,646 shares; 2026Q1: 12,680 shares; 2026Q2: 12,737 shares 12,737 $1.25M 0.28% +57 Timeline FNDB 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: 13,999 shares; 2024Q4: 42,142 shares; 2025Q1: 42,350 shares; 2025Q2: 42,487 shares; 2025Q3: 42,621 shares; 2025Q4: 42,763 shares; 2026Q1: 42,887 shares; 2026Q2: 39,253 shares 39,253 $1.2M 0.26% -3,634 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: 13,266 shares; 2024Q4: 10,097 shares; 2025Q1: 10,124 shares; 2025Q2: 10,186 shares; 2025Q3: 10,229 shares; 2025Q4: 10,397 shares; 2026Q1: 14,045 shares; 2026Q2: 14,087 shares 14,087 $1.18M 0.26% +42 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,302 shares; 2024Q4: 3,302 shares; 2025Q1: 3,313 shares; 2025Q2: 3,327 shares; 2025Q3: 3,327 shares; 2025Q4: 3,327 shares; 2026Q1: 3,335 shares; 2026Q2: 3,359 shares 3,359 $991K 0.22% +24 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,302 shares; 2024Q4: 2,309 shares; 2025Q1: 2,347 shares; 2025Q2: 2,311 shares; 2025Q3: 2,305 shares; 2025Q4: 2,331 shares; 2026Q1: 2,390 shares; 2026Q2: 2,335 shares 2,335 $951K 0.21% -55 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $931K 0.2% 0 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,181 shares; 2024Q4: 6,557 shares; 2025Q1: 8,087 shares; 2025Q2: 8,146 shares; 2025Q3: 8,555 shares; 2025Q4: 7,495 shares; 2026Q1: 9,541 shares; 2026Q2: 11,213 shares 11,213 $870K 0.19% +1,672 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 730 shares; 2026Q1: 742 shares; 2026Q2: 883 shares 883 $852K 0.19% +141 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: 697 shares; 2026Q2: 734 shares 734 $847K 0.19% +37 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: 2,316 shares; 2024Q4: 2,355 shares; 2025Q1: 2,320 shares; 2025Q2: 2,420 shares; 2025Q3: 2,439 shares; 2025Q4: 2,355 shares; 2026Q1: 2,333 shares; 2026Q2: 2,389 shares 2,389 $843K 0.19% +56 Timeline PRF 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: 14,723 shares; 2024Q4: 14,723 shares; 2025Q1: 14,775 shares; 2025Q2: 14,822 shares; 2025Q3: 14,870 shares; 2025Q4: 14,915 shares; 2026Q1: 14,959 shares; 2026Q2: 14,997 shares 14,997 $810K 0.18% +38 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: 5,141 shares; 2024Q4: 4,735 shares; 2025Q1: 5,135 shares; 2025Q2: 5,075 shares; 2025Q3: 5,262 shares; 2025Q4: 5,321 shares; 2026Q1: 5,637 shares; 2026Q2: 5,596 shares 5,596 $765K 0.17% -41 Timeline BRK-A 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.16% 0 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,215 shares; 2024Q4: 4,230 shares; 2025Q1: 4,244 shares; 2025Q2: 4,258 shares; 2025Q3: 4,269 shares; 2025Q4: 4,283 shares; 2026Q1: 4,296 shares; 2026Q2: 4,307 shares 4,307 $733K 0.16% +11 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: 3,129 shares; 2024Q4: 3,174 shares; 2025Q1: 3,193 shares; 2025Q2: 3,193 shares; 2025Q3: 3,226 shares; 2025Q4: 3,243 shares; 2026Q1: 3,261 shares; 2026Q2: 3,277 shares 3,277 $714K 0.16% +16 Timeline VGT 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: 688 shares; 2024Q4: 688 shares; 2025Q1: 966 shares; 2025Q2: 800 shares; 2025Q3: 750 shares; 2025Q4: 753 shares; 2026Q1: 757 shares; 2026Q2: 5,957 shares 5,957 $712K 0.16% +5,200 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,795 shares; 2025Q2: 7,629 shares; 2025Q3: 7,651 shares; 2025Q4: 7,673 shares; 2026Q1: 7,696 shares; 2026Q2: 7,718 shares 7,718 $701K 0.15% +22 Timeline SKYT SKYWATER TECHNOLOGY INC More: the full row for SKYWATER 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: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $696K 0.15% 0 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,959 shares; 2025Q1: 11,826 shares; 2025Q2: 11,890 shares; 2025Q3: 8,146 shares; 2025Q4: 8,146 shares; 2026Q1: 8,146 shares; 2026Q2: 18,689 shares 18,689 $683K 0.15% +10,543 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: 3,233 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,080 shares; 2026Q1: 1,146 shares; 2026Q2: 1,161 shares 1,161 $674K 0.15% +15 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: 412 shares; 2024Q4: 425 shares; 2025Q1: 415 shares; 2025Q2: 448 shares; 2025Q3: 570 shares; 2025Q4: 479 shares; 2026Q1: 516 shares; 2026Q2: 556 shares 556 $667K 0.15% +40 Timeline FTCS 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: 10,164 shares; 2024Q4: 10,191 shares; 2025Q1: 10,206 shares; 2025Q2: 10,219 shares; 2025Q3: 9,643 shares; 2025Q4: 9,657 shares; 2026Q1: 9,673 shares; 2026Q2: 7,090 shares 7,090 $666K 0.15% -2,583 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: 1,345 shares; 2026Q1: 1,387 shares; 2026Q2: 1,460 shares 1,460 $633K 0.14% +73 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: 3,840 shares; 2025Q1: 4,023 shares; 2025Q2: 3,937 shares; 2025Q3: 3,939 shares; 2025Q4: 4,841 shares; 2026Q1: 5,159 shares; 2026Q2: 5,193 shares 5,193 $610K 0.13% +34 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: 4,292 shares; 2024Q4: 4,358 shares; 2025Q1: 4,626 shares; 2025Q2: 4,821 shares; 2025Q3: 4,702 shares; 2025Q4: 5,181 shares; 2026Q1: 5,438 shares; 2026Q2: 5,338 shares 5,338 $605K 0.13% -100 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 786 shares; 2025Q3: 786 shares; 2025Q4: 786 shares; 2026Q1: 908 shares; 2026Q2: 908 shares 908 $596K 0.13% 0 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: 8,815 shares; 2024Q4: 8,853 shares; 2025Q1: 8,927 shares; 2025Q2: 8,953 shares; 2025Q3: 9,002 shares; 2025Q4: 9,002 shares; 2026Q1: 9,123 shares; 2026Q2: 9,204 shares 9,204 $572K 0.13% +81 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF 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: 10,062 shares; 2026Q1: 10,832 shares; 2026Q2: 11,821 shares 11,821 $558K 0.12% +989 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,178 shares; 2025Q3: 1,203 shares; 2025Q4: 2,062 shares; 2026Q1: 2,161 shares; 2026Q2: 2,197 shares 2,197 $553K 0.12% +36 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,634 shares; 2024Q4: 17,722 shares; 2025Q1: 17,801 shares; 2025Q2: 17,873 shares; 2025Q3: 17,951 shares; 2025Q4: 17,311 shares; 2026Q1: 16,956 shares; 2026Q2: 12,187 shares 12,187 $531K 0.12% -4,769 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: 679 shares; 2025Q4: 679 shares; 2026Q1: 1,278 shares; 2026Q2: 1,373 shares 1,373 $513K 0.11% +95 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 415 shares; 2026Q1: 448 shares; 2026Q2: 467 shares 467 $497K 0.11% +19 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: not reported; 2024Q4: not reported; 2025Q1: 1,792 shares; 2025Q2: 1,874 shares; 2025Q3: 1,880 shares; 2025Q4: 2,487 shares; 2026Q1: 2,695 shares; 2026Q2: 2,594 shares 2,594 $469K 0.1% -101 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: 4,513 shares; 2024Q4: 3,134 shares; 2025Q1: 3,145 shares; 2025Q2: 3,188 shares; 2025Q3: 2,969 shares; 2025Q4: 2,893 shares; 2026Q1: 3,683 shares; 2026Q2: 3,197 shares 3,197 $469K 0.1% -486 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: 2,258 shares; 2024Q4: 2,293 shares; 2025Q1: 2,375 shares; 2025Q2: 2,427 shares; 2025Q3: 2,443 shares; 2025Q4: 2,918 shares; 2026Q1: 3,253 shares; 2026Q2: 3,194 shares 3,194 $468K 0.1% -59 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: 441 shares; 2024Q4: 449 shares; 2025Q1: 462 shares; 2025Q2: 474 shares; 2025Q3: 472 shares; 2025Q4: 482 shares; 2026Q1: 509 shares; 2026Q2: 496 shares 496 $464K 0.1% -13 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: 7,712 shares; 2024Q4: 7,712 shares; 2025Q1: 7,739 shares; 2025Q2: 7,739 shares; 2025Q3: 7,758 shares; 2025Q4: 7,758 shares; 2026Q1: 7,809 shares; 2026Q2: 7,809 shares 7,809 $460K 0.1% 0 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,835 shares; 2024Q4: 1,835 shares; 2025Q1: 1,835 shares; 2025Q2: 1,814 shares; 2025Q3: 1,814 shares; 2025Q4: 1,801 shares; 2026Q1: 1,801 shares; 2026Q2: 1,801 shares 1,801 $449K 0.1% 0 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,027 shares; 2024Q4: 5,068 shares; 2025Q1: 5,088 shares; 2025Q2: 5,118 shares; 2025Q3: 4,843 shares; 2025Q4: 4,873 shares; 2026Q1: 4,444 shares; 2026Q2: 3,873 shares 3,873 $440K 0.1% -571 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 317 shares; 2026Q2: 431 shares 431 $436K 0.1% +114 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,042 shares; 2024Q4: 5,093 shares; 2025Q1: 5,093 shares; 2025Q2: 4,546 shares; 2025Q3: 4,546 shares; 2025Q4: 4,597 shares; 2026Q1: 4,597 shares; 2026Q2: 4,478 shares 4,478 $433K 0.1% -119 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 981 shares; 2024Q4: 981 shares; 2025Q1: 981 shares; 2025Q2: 981 shares; 2025Q3: 981 shares; 2025Q4: 981 shares; 2026Q1: 981 shares; 2026Q2: 4,903 shares 4,903 $431K 0.09% +3,922 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: 1,035 shares; 2024Q4: 1,028 shares; 2025Q1: 1,096 shares; 2025Q2: 1,156 shares; 2025Q3: 1,179 shares; 2025Q4: 1,130 shares; 2026Q1: 1,158 shares; 2026Q2: 1,220 shares 1,220 $419K 0.09% +62 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 328 shares; 2026Q2: 328 shares 328 $385K 0.08% 0 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: 760 shares; 2024Q4: 748 shares; 2025Q1: 686 shares; 2025Q2: 720 shares; 2025Q3: 723 shares; 2025Q4: 720 shares; 2026Q1: 718 shares; 2026Q2: 749 shares 749 $385K 0.08% +31 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: 746 shares; 2024Q4: 684 shares; 2025Q1: 778 shares; 2025Q2: 777 shares; 2025Q3: 859 shares; 2025Q4: 856 shares; 2026Q1: 822 shares; 2026Q2: 910 shares 910 $378K 0.08% +88 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: 10,059 shares; 2024Q4: 10,609 shares; 2025Q1: 7,396 shares; 2025Q2: 7,576 shares; 2025Q3: 9,008 shares; 2025Q4: 9,381 shares; 2026Q1: 13,378 shares; 2026Q2: 11,196 shares 11,196 $373K 0.08% -2,182 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: 4,222 shares; 2024Q4: 4,213 shares; 2025Q1: 4,160 shares; 2025Q2: 4,356 shares; 2025Q3: 4,389 shares; 2025Q4: 4,356 shares; 2026Q1: 4,546 shares; 2026Q2: 4,461 shares 4,461 $363K 0.08% -85 Timeline VHT 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: 1,385 shares; 2024Q4: 1,294 shares; 2025Q1: 1,294 shares; 2025Q2: 1,194 shares; 2025Q3: 1,194 shares; 2025Q4: 1,194 shares; 2026Q1: 1,194 shares; 2026Q2: 1,194 shares 1,194 $357K 0.08% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,550 shares 2,550 $356K 0.08% new Timeline COWG 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: 5,933 shares; 2025Q3: 8,434 shares; 2025Q4: 8,434 shares; 2026Q1: 8,452 shares; 2026Q2: 8,457 shares 8,457 $340K 0.07% +5 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: 3,047 shares; 2024Q4: 3,080 shares; 2025Q1: 3,142 shares; 2025Q2: 3,145 shares; 2025Q3: 3,150 shares; 2025Q4: 3,168 shares; 2026Q1: 2,911 shares; 2026Q2: 2,878 shares 2,878 $339K 0.07% -33 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: 1,423 shares; 2024Q4: 1,490 shares; 2025Q1: 1,519 shares; 2025Q2: 1,575 shares; 2025Q3: 1,580 shares; 2025Q4: 1,562 shares; 2026Q1: 1,584 shares; 2026Q2: 1,548 shares 1,548 $335K 0.07% -36 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: 6,618 shares; 2024Q4: 3,425 shares; 2025Q1: 3,557 shares; 2025Q2: 3,758 shares; 2025Q3: 3,793 shares; 2025Q4: 3,793 shares; 2026Q1: 3,955 shares; 2026Q2: 3,774 shares 3,774 $331K 0.07% -181 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,172 shares; 2025Q2: 4,185 shares; 2025Q3: 4,199 shares; 2025Q4: 4,219 shares; 2026Q1: 4,228 shares; 2026Q2: 4,236 shares 4,236 $327K 0.07% +8 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 441 shares 441 $319K 0.07% new 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: not reported; 2025Q1: 948 shares; 2025Q2: 948 shares; 2025Q3: 953 shares; 2025Q4: 956 shares; 2026Q1: 959 shares; 2026Q2: 3,846 shares 3,846 $310K 0.07% +2,887 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,581 shares; 2025Q1: not reported; 2025Q2: 5,163 shares; 2025Q3: 5,163 shares; 2025Q4: 5,163 shares; 2026Q1: 5,250 shares; 2026Q2: 5,331 shares 5,331 $304K 0.07% +81 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS 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: 2,770 shares; 2026Q1: 2,770 shares; 2026Q2: 2,815 shares 2,815 $303K 0.07% +45 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,767 shares; 2024Q4: 2,454 shares; 2025Q1: 2,580 shares; 2025Q2: 2,128 shares; 2025Q3: 2,175 shares; 2025Q4: 2,280 shares; 2026Q1: 2,182 shares; 2026Q2: 2,217 shares 2,217 $300K 0.07% +35 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,628 shares; 2024Q4: 7,808 shares; 2025Q1: 7,797 shares; 2025Q2: 7,797 shares; 2025Q3: 7,797 shares; 2025Q4: 7,797 shares; 2026Q1: 7,809 shares; 2026Q2: 7,810 shares 7,810 $299K 0.07% +1 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: 998 shares; 2024Q4: 998 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 252 shares 252 $286K 0.06% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,712 shares; 2024Q4: 2,745 shares; 2025Q1: 2,717 shares; 2025Q2: 2,889 shares; 2025Q3: 2,889 shares; 2025Q4: 2,907 shares; 2026Q1: 3,037 shares; 2026Q2: 2,937 shares 2,937 $283K 0.06% -100 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 905 shares; 2026Q1: 907 shares; 2026Q2: 995 shares 995 $280K 0.06% +88 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,046 shares; 2026Q2: 1,230 shares 1,230 $279K 0.06% +184 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 364 shares 364 $278K 0.06% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,202 shares; 2026Q2: 1,230 shares 1,230 $274K 0.06% +28 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,745 shares; 2024Q4: 1,745 shares; 2025Q1: not reported; 2025Q2: 1,745 shares; 2025Q3: 1,745 shares; 2025Q4: 1,745 shares; 2026Q1: 1,745 shares; 2026Q2: 1,745 shares 1,745 $274K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,448 shares; 2025Q4: 4,448 shares; 2026Q1: 4,448 shares; 2026Q2: 4,448 shares 4,448 $256K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: 460 shares; 2025Q2: 456 shares; 2025Q3: 441 shares; 2025Q4: not reported; 2026Q1: 498 shares; 2026Q2: 494 shares 494 $256K 0.06% -4 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 532 shares 532 $254K 0.06% new 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: 1,303 shares; 2024Q4: 1,305 shares; 2025Q1: not reported; 2025Q2: 1,375 shares; 2025Q3: 1,371 shares; 2025Q4: 1,372 shares; 2026Q1: not reported; 2026Q2: 1,359 shares 1,359 $251K 0.06% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 676 shares; 2025Q2: not reported; 2025Q3: 682 shares; 2025Q4: 940 shares; 2026Q1: 962 shares; 2026Q2: 927 shares 927 $250K 0.06% -35 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: 2,828 shares; 2026Q2: 2,828 shares 2,828 $249K 0.05% 0 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,405 shares; 2025Q3: 4,500 shares; 2025Q4: 4,595 shares; 2026Q1: 4,503 shares; 2026Q2: 4,914 shares 4,914 $248K 0.05% +411 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: 2,302 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,908 shares; 2026Q2: 1,904 shares 1,904 $245K 0.05% -4 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: 564 shares 564 $244K 0.05% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,602 shares; 2025Q4: 3,014 shares; 2026Q1: 2,912 shares; 2026Q2: 2,919 shares 2,919 $241K 0.05% +7 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,419 shares; 2025Q4: 1,347 shares; 2026Q1: 1,504 shares; 2026Q2: 1,448 shares 1,448 $240K 0.05% -56 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,125 shares 1,125 $235K 0.05% new Timeline VUSB 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: 11,750 shares; 2024Q4: 8,648 shares; 2025Q1: 7,732 shares; 2025Q2: 7,768 shares; 2025Q3: 7,822 shares; 2025Q4: 4,645 shares; 2026Q1: 4,662 shares; 2026Q2: 4,689 shares 4,689 $233K 0.05% +27 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,438 shares; 2024Q4: not reported; 2025Q1: 1,408 shares; 2025Q2: 1,414 shares; 2025Q3: 1,418 shares; 2025Q4: 1,434 shares; 2026Q1: 1,511 shares; 2026Q2: 1,454 shares 1,454 $232K 0.05% -57 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,231 shares; 2024Q4: 5,328 shares; 2025Q1: 5,413 shares; 2025Q2: 5,589 shares; 2025Q3: 5,551 shares; 2025Q4: 5,323 shares; 2026Q1: 5,658 shares; 2026Q2: 5,472 shares 5,472 $232K 0.05% -186 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: 3,103 shares; 2026Q2: 3,149 shares 3,149 $227K 0.05% +46 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: 3,807 shares; 2025Q1: not reported; 2025Q2: 1,862 shares; 2025Q3: 1,954 shares; 2025Q4: 1,954 shares; 2026Q1: 2,000 shares; 2026Q2: 1,893 shares 1,893 $221K 0.05% -107 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,168 shares; 2026Q1: 5,194 shares; 2026Q2: 5,329 shares 5,329 $221K 0.05% +135 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 517 shares; 2026Q1: not reported; 2026Q2: 517 shares 517 $221K 0.05% new 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: not reported; 2024Q4: 260 shares; 2025Q1: 277 shares; 2025Q2: 298 shares; 2025Q3: 298 shares; 2025Q4: 3,028 shares; 2026Q1: 3,244 shares; 2026Q2: 3,070 shares 3,070 $219K 0.05% -174 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 96 shares 96 $218K 0.05% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 1,208 shares 1,208 $213K 0.05% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49 shares; 2024Q4: 46 shares; 2025Q1: 47 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 54 shares; 2026Q2: 1,188 shares 1,188 $212K 0.05% +1,134 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,432 shares 3,432 $204K 0.04% new Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,339 shares; 2024Q4: 7,339 shares; 2025Q1: 7,432 shares; 2025Q2: not reported; 2025Q3: 7,480 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,546 shares 7,546 $201K 0.04% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,430 shares 1,430 $200K 0.04% new Timeline CRMD CORMEDIX INC More: the full row for CORMEDIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,500 shares; 2024Q4: 26,500 shares; 2025Q1: 22,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares; 2026Q1: 16,000 shares; 2026Q2: 16,000 shares 16,000 $126K 0.03% 0 Timeline CGEN COMPUGEN LTD More: the full row for COMPUGEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,245 shares; 2025Q2: 10,245 shares; 2025Q3: 10,245 shares; 2025Q4: 10,245 shares; 2026Q1: 10,245 shares; 2026Q2: 10,245 shares 10,245 $21.9K <0.01% 0 Timeline