AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,662 shares; 2024Q4: 90,771 shares; 2025Q1: 90,879 shares; 2025Q2: 90,065 shares; 2025Q3: 86,266 shares; 2025Q4: 86,273 shares; 2026Q1: 85,593 shares; 2026Q2: 87,904 shares 87,904 $25.4M 11.73% +2,311 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: 102,602 shares; 2024Q4: 112,567 shares; 2025Q1: 121,567 shares; 2025Q2: 130,049 shares; 2025Q3: 136,415 shares; 2025Q4: 139,255 shares; 2026Q1: 119,639 shares; 2026Q2: 128,758 shares 128,758 $11.3M 5.22% +9,119 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: 53,413 shares; 2024Q4: 53,890 shares; 2025Q1: 60,272 shares; 2025Q2: 60,119 shares; 2025Q3: 55,502 shares; 2025Q4: 55,739 shares; 2026Q1: 53,027 shares; 2026Q2: 56,448 shares 56,448 $11.3M 5.21% +3,421 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,215 shares; 2024Q4: 35,591 shares; 2025Q1: 38,031 shares; 2025Q2: 39,814 shares; 2025Q3: 37,609 shares; 2025Q4: 37,679 shares; 2026Q1: 37,610 shares; 2026Q2: 36,547 shares 36,547 $11.1M 5.11% -1,063 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: 45,352 shares; 2024Q4: 44,871 shares; 2025Q1: 46,254 shares; 2025Q2: 46,594 shares; 2025Q3: 44,408 shares; 2025Q4: 44,010 shares; 2026Q1: 42,865 shares; 2026Q2: 44,992 shares 44,992 $10.7M 4.94% +2,127 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,489 shares; 2024Q4: 209,146 shares; 2025Q1: 213,589 shares; 2025Q2: 216,594 shares; 2025Q3: 209,130 shares; 2025Q4: 210,722 shares; 2026Q1: 210,299 shares; 2026Q2: 233,376 shares 233,376 $7.81M 3.6% +23,077 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: not reported; 2025Q2: not reported; 2025Q3: 42,558 shares; 2025Q4: 43,619 shares; 2026Q1: not reported; 2026Q2: 36,761 shares 36,761 $6.26M 2.88% new 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: 5,297 shares; 2024Q4: 5,260 shares; 2025Q1: 5,391 shares; 2025Q2: 5,732 shares; 2025Q3: 5,456 shares; 2025Q4: 6,043 shares; 2026Q1: 5,097 shares; 2026Q2: 11,441 shares 11,441 $5.73M 2.64% +6,344 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: 13,305 shares; 2024Q4: 13,338 shares; 2025Q1: 13,291 shares; 2025Q2: 13,302 shares; 2025Q3: 12,988 shares; 2025Q4: 13,581 shares; 2026Q1: 12,875 shares; 2026Q2: 15,019 shares 15,019 $5.61M 2.59% +2,144 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: 9,064 shares; 2024Q4: 10,783 shares; 2025Q1: 12,386 shares; 2025Q2: 14,814 shares; 2025Q3: 11,782 shares; 2025Q4: 11,850 shares; 2026Q1: 11,826 shares; 2026Q2: 13,958 shares 13,958 $4.68M 2.16% +2,132 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: 30,220 shares; 2024Q4: 31,906 shares; 2025Q1: 34,611 shares; 2025Q2: 36,269 shares; 2025Q3: 36,617 shares; 2025Q4: 37,308 shares; 2026Q1: 33,907 shares; 2026Q2: 40,399 shares 40,399 $4.58M 2.11% +6,492 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: 2,971 shares; 2025Q2: 4,051 shares; 2025Q3: 82,735 shares; 2025Q4: 83,668 shares; 2026Q1: 2,822 shares; 2026Q2: 45,280 shares 45,280 $4.37M 2.01% +42,458 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: 3,423 shares; 2024Q4: 3,398 shares; 2025Q1: 3,473 shares; 2025Q2: 3,516 shares; 2025Q3: 3,437 shares; 2025Q4: 3,398 shares; 2026Q1: 3,295 shares; 2026Q2: 3,207 shares 3,207 $3.85M 1.77% -88 Timeline BKLN 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: 151,727 shares; 2024Q4: 163,779 shares; 2025Q1: 168,337 shares; 2025Q2: 181,610 shares; 2025Q3: 204,126 shares; 2025Q4: 210,410 shares; 2026Q1: 166,701 shares; 2026Q2: 186,120 shares 186,120 $3.79M 1.75% +19,419 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: 38,123 shares; 2024Q4: 40,722 shares; 2025Q1: 40,760 shares; 2025Q2: 34,366 shares; 2025Q3: 42,603 shares; 2025Q4: 42,935 shares; 2026Q1: 40,323 shares; 2026Q2: 46,778 shares 46,778 $3.7M 1.7% +6,455 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: 13,739 shares; 2024Q4: 13,516 shares; 2025Q1: 14,525 shares; 2025Q2: 11,813 shares; 2025Q3: 10,082 shares; 2025Q4: 9,981 shares; 2026Q1: 12,868 shares; 2026Q2: 10,399 shares 10,399 $3.68M 1.7% -2,469 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: 12,543 shares; 2025Q1: 27,396 shares; 2025Q2: 30,603 shares; 2025Q3: 28,691 shares; 2025Q4: 29,527 shares; 2026Q1: 24,572 shares; 2026Q2: 29,846 shares 29,846 $3.48M 1.61% +5,274 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,498 shares 28,498 $3.41M 1.57% new 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: 3,017 shares; 2024Q4: 2,602 shares; 2025Q1: 2,415 shares; 2025Q2: 2,383 shares; 2025Q3: 2,354 shares; 2025Q4: 2,366 shares; 2026Q1: 2,297 shares; 2026Q2: 4,112 shares 4,112 $3.08M 1.42% +1,815 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: 1,114 shares; 2024Q4: 1,519 shares; 2025Q1: 1,775 shares; 2025Q2: 2,091 shares; 2025Q3: 2,304 shares; 2025Q4: 2,370 shares; 2026Q1: 1,580 shares; 2026Q2: 2,492 shares 2,492 $2.93M 1.35% +912 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: 14,221 shares; 2024Q4: 49,688 shares; 2025Q1: 43,798 shares; 2025Q2: 43,128 shares; 2025Q3: 40,498 shares; 2025Q4: 49,466 shares; 2026Q1: 38,251 shares; 2026Q2: 82,953 shares 82,953 $2.81M 1.29% +44,702 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,719 shares; 2024Q4: 56,125 shares; 2025Q1: 58,157 shares; 2025Q2: 62,489 shares; 2025Q3: 59,489 shares; 2025Q4: 61,966 shares; 2026Q1: 57,598 shares; 2026Q2: 59,397 shares 59,397 $2.52M 1.16% +1,799 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: 5,596 shares; 2024Q4: 5,612 shares; 2025Q1: 4,972 shares; 2025Q2: 5,159 shares; 2025Q3: 5,041 shares; 2025Q4: 5,256 shares; 2026Q1: 4,766 shares; 2026Q2: 5,278 shares 5,278 $2.22M 1.02% +512 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: 2,701 shares; 2024Q4: 2,799 shares; 2025Q1: 2,379 shares; 2025Q2: 2,892 shares; 2025Q3: 2,888 shares; 2025Q4: 2,914 shares; 2026Q1: 2,288 shares; 2026Q2: 2,963 shares 2,963 $2.21M 1.02% +675 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,170 shares; 2025Q4: 23,710 shares; 2026Q1: not reported; 2026Q2: 24,486 shares 24,486 $2.2M 1.01% new 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: 15,531 shares; 2024Q4: 22,218 shares; 2025Q1: 22,799 shares; 2025Q2: 23,823 shares; 2025Q3: 13,542 shares; 2025Q4: 13,856 shares; 2026Q1: 22,353 shares; 2026Q2: 28,230 shares 28,230 $2.07M 0.96% +5,877 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: 4,661 shares; 2024Q4: 4,828 shares; 2025Q1: 4,897 shares; 2025Q2: 5,143 shares; 2025Q3: 5,149 shares; 2025Q4: 5,308 shares; 2026Q1: 4,838 shares; 2026Q2: 6,156 shares 6,156 $2.02M 0.93% +1,318 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: 1,909 shares; 2024Q4: 1,909 shares; 2025Q1: 1,940 shares; 2025Q2: 1,934 shares; 2025Q3: 1,950 shares; 2025Q4: 1,902 shares; 2026Q1: 1,856 shares; 2026Q2: 1,888 shares 1,888 $2.01M 0.93% +32 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: 4,356 shares; 2024Q4: 4,394 shares; 2025Q1: 4,303 shares; 2025Q2: 8,018 shares; 2025Q3: 8,153 shares; 2025Q4: 8,410 shares; 2026Q1: 4,280 shares; 2026Q2: 8,652 shares 8,652 $1.89M 0.87% +4,372 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,557 shares; 2025Q1: 20,883 shares; 2025Q2: 22,068 shares; 2025Q3: 22,157 shares; 2025Q4: 22,236 shares; 2026Q1: 20,746 shares; 2026Q2: 20,400 shares 20,400 $1.85M 0.85% -346 Timeline PPA 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: 10,812 shares; 2024Q4: 10,566 shares; 2025Q1: 10,433 shares; 2025Q2: 10,512 shares; 2025Q3: 10,275 shares; 2025Q4: 10,138 shares; 2026Q1: 10,133 shares; 2026Q2: 10,027 shares 10,027 $1.77M 0.82% -106 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,430 shares; 2024Q4: 17,545 shares; 2025Q1: 17,298 shares; 2025Q2: 17,218 shares; 2025Q3: 18,257 shares; 2025Q4: 18,838 shares; 2026Q1: 16,417 shares; 2026Q2: 18,519 shares 18,519 $1.71M 0.79% +2,102 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,354 shares 40,354 $1.69M 0.78% new 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: 1,512 shares; 2024Q4: 1,874 shares; 2025Q1: 2,121 shares; 2025Q2: 2,136 shares; 2025Q3: 1,913 shares; 2025Q4: 2,049 shares; 2026Q1: 1,848 shares; 2026Q2: 2,109 shares 2,109 $1.39M 0.64% +261 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: 6,846 shares; 2024Q4: 5,961 shares; 2025Q1: 5,499 shares; 2025Q2: 5,218 shares; 2025Q3: 4,783 shares; 2025Q4: 4,862 shares; 2026Q1: 5,184 shares; 2026Q2: 5,460 shares 5,460 $1.39M 0.64% +276 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: 4,978 shares; 2024Q4: 5,150 shares; 2025Q1: 5,326 shares; 2025Q2: 5,475 shares; 2025Q3: 5,323 shares; 2025Q4: 5,162 shares; 2026Q1: 5,181 shares; 2026Q2: 5,023 shares 5,023 $1.36M 0.63% -158 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,330 shares; 2024Q4: 4,335 shares; 2025Q1: 5,128 shares; 2025Q2: 10,173 shares; 2025Q3: 10,817 shares; 2025Q4: 11,377 shares; 2026Q1: 5,053 shares; 2026Q2: 12,615 shares 12,615 $1.36M 0.63% +7,562 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: 811 shares; 2026Q1: 800 shares; 2026Q2: 1,168 shares 1,168 $1.35M 0.62% +368 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,501 shares; 2024Q4: 10,121 shares; 2025Q1: 11,365 shares; 2025Q2: 11,819 shares; 2025Q3: 52,776 shares; 2025Q4: 53,171 shares; 2026Q1: 10,839 shares; 2026Q2: 18,820 shares 18,820 $1.34M 0.62% +7,981 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: 15,028 shares; 2024Q4: 66,228 shares; 2025Q1: 69,971 shares; 2025Q2: 67,185 shares; 2025Q3: 44,100 shares; 2025Q4: 42,284 shares; 2026Q1: 67,320 shares; 2026Q2: 40,938 shares 40,938 $1.3M 0.6% -26,382 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: 2,056 shares; 2024Q4: 2,125 shares; 2025Q1: 2,081 shares; 2025Q2: 2,089 shares; 2025Q3: 1,856 shares; 2025Q4: 1,849 shares; 2026Q1: 1,824 shares; 2026Q2: 1,666 shares 1,666 $1.23M 0.57% -158 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,764 shares; 2024Q4: 11,441 shares; 2025Q1: 11,344 shares; 2025Q2: 11,266 shares; 2025Q3: 10,518 shares; 2025Q4: 10,225 shares; 2026Q1: 10,911 shares; 2026Q2: 9,524 shares 9,524 $1.2M 0.55% -1,387 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: 3,477 shares; 2024Q4: 3,478 shares; 2025Q1: 3,356 shares; 2025Q2: 3,364 shares; 2025Q3: 3,362 shares; 2025Q4: 3,334 shares; 2026Q1: 3,244 shares; 2026Q2: 3,318 shares 3,318 $1.17M 0.54% +74 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: 1,344 shares; 2024Q4: 1,320 shares; 2025Q1: 1,618 shares; 2025Q2: 1,850 shares; 2025Q3: 1,572 shares; 2025Q4: 1,962 shares; 2026Q1: 1,312 shares; 2026Q2: 1,907 shares 1,907 $1.08M 0.5% +595 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,874 shares; 2024Q4: 19,116 shares; 2025Q1: 18,550 shares; 2025Q2: 19,430 shares; 2025Q3: 20,493 shares; 2025Q4: 18,168 shares; 2026Q1: 17,959 shares; 2026Q2: 9,227 shares 9,227 $989K 0.46% -8,732 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: 15,357 shares; 2024Q4: 13,463 shares; 2025Q1: 13,429 shares; 2025Q2: 14,077 shares; 2025Q3: 1,931 shares; 2025Q4: 1,916 shares; 2026Q1: 13,075 shares; 2026Q2: 1,882 shares 1,882 $985K 0.45% -11,193 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: 85,598 shares; 2024Q4: 90,015 shares; 2025Q1: 94,063 shares; 2025Q2: 92,228 shares; 2025Q3: 13,011 shares; 2025Q4: 13,056 shares; 2026Q1: 91,912 shares; 2026Q2: 12,277 shares 12,277 $947K 0.44% -79,635 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: 704 shares; 2025Q2: 1,297 shares; 2025Q3: 1,055 shares; 2025Q4: 1,091 shares; 2026Q1: not reported; 2026Q2: 1,226 shares 1,226 $936K 0.43% new Timeline SPBO 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: 32,398 shares; 2025Q4: 32,382 shares; 2026Q1: not reported; 2026Q2: 31,610 shares 31,610 $918K 0.42% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,220 shares 11,220 $904K 0.42% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,500 shares; 2024Q4: 3,617 shares; 2025Q1: 3,583 shares; 2025Q2: 3,583 shares; 2025Q3: 3,594 shares; 2025Q4: 3,594 shares; 2026Q1: 3,583 shares; 2026Q2: 3,692 shares 3,692 $895K 0.41% +109 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: 4,581 shares; 2024Q4: 4,334 shares; 2025Q1: 4,825 shares; 2025Q2: 4,854 shares; 2025Q3: 3,940 shares; 2025Q4: 3,856 shares; 2026Q1: 4,022 shares; 2026Q2: 3,528 shares 3,528 $887K 0.41% -494 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: 15,506 shares; 2024Q4: 42,924 shares; 2025Q1: 39,950 shares; 2025Q2: 42,170 shares; 2025Q3: 17,801 shares; 2025Q4: 17,795 shares; 2026Q1: 38,861 shares; 2026Q2: 16,454 shares 16,454 $882K 0.41% -22,407 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: 8,908 shares; 2024Q4: 4,526 shares; 2025Q1: 4,477 shares; 2025Q2: 4,610 shares; 2025Q3: 4,564 shares; 2025Q4: 4,760 shares; 2026Q1: 4,362 shares; 2026Q2: 4,896 shares 4,896 $859K 0.4% +534 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: 1,515 shares; 2024Q4: 1,857 shares; 2025Q1: 2,057 shares; 2025Q2: 2,247 shares; 2025Q3: 2,397 shares; 2025Q4: 2,432 shares; 2026Q1: 1,907 shares; 2026Q2: 2,295 shares 2,295 $858K 0.4% +388 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: 2,773 shares; 2025Q4: 2,541 shares; 2026Q1: 2,873 shares; 2026Q2: 3,297 shares 3,297 $842K 0.39% +424 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: 13,773 shares; 2024Q4: 13,459 shares; 2025Q1: 13,541 shares; 2025Q2: 13,451 shares; 2025Q3: 13,423 shares; 2025Q4: 12,782 shares; 2026Q1: 13,038 shares; 2026Q2: 13,193 shares 13,193 $821K 0.38% +155 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: 2,775 shares; 2024Q4: 2,775 shares; 2025Q1: 3,366 shares; 2025Q2: 3,366 shares; 2025Q3: 2,947 shares; 2025Q4: 3,047 shares; 2026Q1: 2,650 shares; 2026Q2: 3,047 shares 3,047 $750K 0.35% +397 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,648 shares 9,648 $735K 0.34% 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: 876 shares; 2024Q4: 876 shares; 2025Q1: 895 shares; 2025Q2: 1,212 shares; 2025Q3: 1,129 shares; 2025Q4: 11,090 shares; 2026Q1: not reported; 2026Q2: 10,252 shares 10,252 $732K 0.34% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,580 shares; 2025Q3: 2,070 shares; 2025Q4: 2,010 shares; 2026Q1: 1,375 shares; 2026Q2: 1,995 shares 1,995 $728K 0.34% +620 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,866 shares; 2024Q4: 2,866 shares; 2025Q1: 3,020 shares; 2025Q2: 3,020 shares; 2025Q3: 3,009 shares; 2025Q4: 3,009 shares; 2026Q1: 3,020 shares; 2026Q2: 3,088 shares 3,088 $701K 0.32% +68 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,000 shares; 2024Q4: 12,138 shares; 2025Q1: 12,138 shares; 2025Q2: 12,138 shares; 2025Q3: 12,138 shares; 2025Q4: 12,138 shares; 2026Q1: 12,098 shares; 2026Q2: 12,098 shares 12,098 $656K 0.3% 0 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: 1,761 shares; 2024Q4: 1,761 shares; 2025Q1: 1,837 shares; 2025Q2: 1,891 shares; 2025Q3: 1,882 shares; 2025Q4: 1,912 shares; 2026Q1: 1,791 shares; 2026Q2: 1,778 shares 1,778 $655K 0.3% -13 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,975 shares; 2024Q4: 8,935 shares; 2025Q1: 9,500 shares; 2025Q2: 11,600 shares; 2025Q3: 11,378 shares; 2025Q4: 11,493 shares; 2026Q1: 8,850 shares; 2026Q2: 9,060 shares 9,060 $654K 0.3% +210 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: not reported; 2024Q4: not reported; 2025Q1: 1,229 shares; 2025Q2: 1,464 shares; 2025Q3: 1,427 shares; 2025Q4: 1,625 shares; 2026Q1: 964 shares; 2026Q2: 1,713 shares 1,713 $647K 0.3% +749 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,903 shares; 2024Q4: 6,917 shares; 2025Q1: 6,949 shares; 2025Q2: 7,002 shares; 2025Q3: 6,957 shares; 2025Q4: 7,002 shares; 2026Q1: 6,912 shares; 2026Q2: 7,110 shares 7,110 $625K 0.29% +198 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,857 shares; 2024Q4: 2,862 shares; 2025Q1: 2,699 shares; 2025Q2: 2,728 shares; 2025Q3: 2,706 shares; 2025Q4: 2,645 shares; 2026Q1: 2,634 shares; 2026Q2: 2,665 shares 2,665 $600K 0.28% +31 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,259 shares 10,259 $592K 0.27% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,913 shares; 2024Q4: 3,925 shares; 2025Q1: 3,960 shares; 2025Q2: 3,961 shares; 2025Q3: 3,649 shares; 2025Q4: 3,670 shares; 2026Q1: 3,934 shares; 2026Q2: 3,592 shares 3,592 $591K 0.27% -342 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: 5,582 shares; 2024Q4: 5,622 shares; 2025Q1: 10,937 shares; 2025Q2: 11,097 shares; 2025Q3: 5,722 shares; 2025Q4: 5,993 shares; 2026Q1: 5,452 shares; 2026Q2: 5,157 shares 5,157 $589K 0.27% -295 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,542 shares; 2024Q4: 2,544 shares; 2025Q1: 2,544 shares; 2025Q2: 2,546 shares; 2025Q3: 2,546 shares; 2025Q4: 2,499 shares; 2026Q1: 2,544 shares; 2026Q2: 2,423 shares 2,423 $579K 0.27% -121 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,138 shares 11,138 $561K 0.26% new Timeline SPHQ 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: 4,593 shares; 2024Q4: 6,052 shares; 2025Q1: 6,109 shares; 2025Q2: 6,113 shares; 2025Q3: 6,129 shares; 2025Q4: 6,147 shares; 2026Q1: 6,109 shares; 2026Q2: 6,161 shares 6,161 $555K 0.26% +52 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,128 shares; 2025Q3: 3,048 shares; 2025Q4: 3,185 shares; 2026Q1: not reported; 2026Q2: 3,968 shares 3,968 $538K 0.25% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,528 shares; 2024Q4: 3,393 shares; 2025Q1: 3,450 shares; 2025Q2: 2,992 shares; 2025Q3: 2,919 shares; 2025Q4: 2,914 shares; 2026Q1: 3,235 shares; 2026Q2: 2,884 shares 2,884 $534K 0.25% -351 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,090 shares; 2024Q4: 6,124 shares; 2025Q1: 5,067 shares; 2025Q2: 5,079 shares; 2025Q3: 4,432 shares; 2025Q4: 4,449 shares; 2026Q1: 4,404 shares; 2026Q2: 4,472 shares 4,472 $493K 0.23% +68 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: 19,436 shares; 2024Q4: 5,408 shares; 2025Q1: 5,539 shares; 2025Q2: 4,991 shares; 2025Q3: 4,278 shares; 2025Q4: 8,433 shares; 2026Q1: 5,205 shares; 2026Q2: 8,969 shares 8,969 $476K 0.22% +3,764 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,139 shares; 2024Q4: 1,142 shares; 2025Q1: 1,144 shares; 2025Q2: 1,146 shares; 2025Q3: 1,149 shares; 2025Q4: 1,152 shares; 2026Q1: 1,144 shares; 2026Q2: 1,157 shares 1,157 $474K 0.22% +13 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,913 shares; 2024Q4: 18,805 shares; 2025Q1: 19,522 shares; 2025Q2: 21,096 shares; 2025Q3: 3,339 shares; 2025Q4: 3,367 shares; 2026Q1: 18,848 shares; 2026Q2: 3,141 shares 3,141 $466K 0.21% -15,707 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,263 shares 1,263 $452K 0.21% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,257 shares; 2025Q3: 4,362 shares; 2025Q4: 8,947 shares; 2026Q1: not reported; 2026Q2: 9,218 shares 9,218 $418K 0.19% new Timeline FPAG INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,326 shares 10,326 $414K 0.19% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,704 shares 4,704 $413K 0.19% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,879 shares; 2025Q1: 7,627 shares; 2025Q2: 7,143 shares; 2025Q3: 7,435 shares; 2025Q4: 9,207 shares; 2026Q1: 8,607 shares; 2026Q2: 9,162 shares 9,162 $406K 0.19% +555 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,216 shares; 2024Q4: 4,218 shares; 2025Q1: 4,218 shares; 2025Q2: 4,198 shares; 2025Q3: 4,200 shares; 2025Q4: 4,172 shares; 2026Q1: 4,065 shares; 2026Q2: 4,110 shares 4,110 $398K 0.18% +45 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 795 shares; 2024Q4: 795 shares; 2025Q1: 900 shares; 2025Q2: 967 shares; 2025Q3: 875 shares; 2025Q4: 885 shares; 2026Q1: 770 shares; 2026Q2: 799 shares 799 $397K 0.18% +29 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,403 shares; 2024Q4: 19,403 shares; 2025Q1: 20,718 shares; 2025Q2: 20,618 shares; 2025Q3: 19,084 shares; 2025Q4: 19,084 shares; 2026Q1: 18,774 shares; 2026Q2: 18,924 shares 18,924 $392K 0.18% +150 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: 5,181 shares; 2024Q4: 5,152 shares; 2025Q1: 5,052 shares; 2025Q2: 5,016 shares; 2025Q3: 5,020 shares; 2025Q4: 4,992 shares; 2026Q1: 4,844 shares; 2026Q2: 4,818 shares 4,818 $392K 0.18% -26 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,845 shares; 2025Q1: 1,985 shares; 2025Q2: 2,215 shares; 2025Q3: 2,281 shares; 2025Q4: 2,336 shares; 2026Q1: 1,910 shares; 2026Q2: 2,363 shares 2,363 $375K 0.17% +453 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: 7,880 shares; 2024Q4: 15,180 shares; 2025Q1: 10,731 shares; 2025Q2: 10,432 shares; 2025Q3: 8,899 shares; 2025Q4: 9,801 shares; 2026Q1: 7,776 shares; 2026Q2: 10,159 shares 10,159 $354K 0.16% +2,383 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: 689 shares; 2026Q1: not reported; 2026Q2: 1,231 shares 1,231 $346K 0.16% new Timeline SPHD 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: 7,092 shares; 2024Q4: 7,377 shares; 2025Q1: 7,398 shares; 2025Q2: 7,425 shares; 2025Q3: 6,640 shares; 2025Q4: 6,917 shares; 2026Q1: 7,033 shares; 2026Q2: 6,519 shares 6,519 $331K 0.15% -514 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,561 shares 6,561 $330K 0.15% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 550 shares 550 $320K 0.15% new 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: 1,122 shares; 2024Q4: 1,122 shares; 2025Q1: 1,123 shares; 2025Q2: 1,123 shares; 2025Q3: 1,123 shares; 2025Q4: 1,120 shares; 2026Q1: 1,098 shares; 2026Q2: 1,059 shares 1,059 $317K 0.15% -39 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: 2,801 shares; 2026Q1: 2,755 shares; 2026Q2: 2,687 shares 2,687 $316K 0.15% -68 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: 1,862 shares; 2024Q4: 1,862 shares; 2025Q1: 1,989 shares; 2025Q2: 1,861 shares; 2025Q3: 1,673 shares; 2025Q4: 1,673 shares; 2026Q1: 1,864 shares; 2026Q2: 1,677 shares 1,677 $310K 0.14% -187 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,204 shares; 2025Q4: 5,839 shares; 2026Q1: 5,104 shares; 2026Q2: 5,729 shares 5,729 $306K 0.14% +625 Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,647 shares; 2024Q4: 7,314 shares; 2025Q1: 7,455 shares; 2025Q2: 7,238 shares; 2025Q3: 6,795 shares; 2025Q4: 6,824 shares; 2026Q1: 6,907 shares; 2026Q2: 6,397 shares 6,397 $295K 0.14% -510 Timeline POWR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,508 shares; 2024Q4: 15,918 shares; 2025Q1: 15,418 shares; 2025Q2: 13,603 shares; 2025Q3: 11,557 shares; 2025Q4: 11,103 shares; 2026Q1: 14,390 shares; 2026Q2: 10,455 shares 10,455 $292K 0.13% -3,935 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,158 shares; 2024Q4: 1,159 shares; 2025Q1: 1,167 shares; 2025Q2: 1,313 shares; 2025Q3: 1,301 shares; 2025Q4: 1,286 shares; 2026Q1: 1,167 shares; 2026Q2: 1,309 shares 1,309 $289K 0.13% +142 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,602 shares; 2024Q4: 2,505 shares; 2025Q1: 2,414 shares; 2025Q2: 2,352 shares; 2025Q3: 2,353 shares; 2025Q4: 2,354 shares; 2026Q1: 2,300 shares; 2026Q2: 2,355 shares 2,355 $286K 0.13% +55 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: 1,468 shares; 2024Q4: 1,453 shares; 2025Q1: 1,453 shares; 2025Q2: 1,454 shares; 2025Q3: 1,335 shares; 2025Q4: 1,314 shares; 2026Q1: 1,453 shares; 2026Q2: 1,274 shares 1,274 $281K 0.13% -179 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: 1,630 shares 1,630 $279K 0.13% new Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,300 shares 7,300 $277K 0.13% 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: 4,359 shares; 2024Q4: 3,908 shares; 2025Q1: 3,567 shares; 2025Q2: 4,147 shares; 2025Q3: 3,435 shares; 2025Q4: 3,455 shares; 2026Q1: 3,007 shares; 2026Q2: 3,646 shares 3,646 $276K 0.13% +639 Timeline VPU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,142 shares; 2025Q3: 1,197 shares; 2025Q4: 1,287 shares; 2026Q1: 1,136 shares; 2026Q2: 1,411 shares 1,411 $276K 0.13% +275 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,696 shares; 2024Q4: 4,892 shares; 2025Q1: 4,721 shares; 2025Q2: 4,204 shares; 2025Q3: 3,832 shares; 2025Q4: 3,892 shares; 2026Q1: 4,561 shares; 2026Q2: 2,579 shares 2,579 $270K 0.12% -1,982 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,208 shares; 2024Q4: 12,746 shares; 2025Q1: 12,443 shares; 2025Q2: 12,724 shares; 2025Q3: 10,824 shares; 2025Q4: 10,332 shares; 2026Q1: 11,593 shares; 2026Q2: 11,111 shares 11,111 $268K 0.12% -482 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME 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: 3,536 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,174 shares 4,174 $259K 0.12% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,412 shares 2,412 $250K 0.12% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,720 shares; 2025Q1: 2,720 shares; 2025Q2: 2,720 shares; 2025Q3: not reported; 2025Q4: 3,273 shares; 2026Q1: 2,997 shares; 2026Q2: 3,157 shares 3,157 $246K 0.11% +160 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,776 shares; 2024Q4: 3,670 shares; 2025Q1: 3,681 shares; 2025Q2: 3,700 shares; 2025Q3: 2,271 shares; 2025Q4: 2,287 shares; 2026Q1: 3,681 shares; 2026Q2: 2,309 shares 2,309 $246K 0.11% -1,372 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 623 shares; 2024Q4: 501 shares; 2025Q1: 501 shares; 2025Q2: 501 shares; 2025Q3: 489 shares; 2025Q4: 481 shares; 2026Q1: 501 shares; 2026Q2: 481 shares 481 $245K 0.11% -20 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: 6,765 shares; 2024Q4: 6,773 shares; 2025Q1: 6,635 shares; 2025Q2: 6,642 shares; 2025Q3: 6,571 shares; 2025Q4: 6,579 shares; 2026Q1: 6,555 shares; 2026Q2: 6,596 shares 6,596 $240K 0.11% +41 Timeline FCG 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: 16,573 shares; 2024Q4: 15,674 shares; 2025Q1: 15,207 shares; 2025Q2: 14,015 shares; 2025Q3: 12,549 shares; 2025Q4: 11,417 shares; 2026Q1: 14,325 shares; 2026Q2: 8,929 shares 8,929 $238K 0.11% -5,396 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 117 shares 117 $232K 0.11% new Timeline BUG 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: 15,450 shares; 2024Q4: 14,564 shares; 2025Q1: 14,348 shares; 2025Q2: 13,921 shares; 2025Q3: 13,393 shares; 2025Q4: 12,927 shares; 2026Q1: 14,093 shares; 2026Q2: 6,018 shares 6,018 $230K 0.11% -8,075 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,380 shares 1,380 $218K 0.1% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,978 shares; 2024Q4: 3,699 shares; 2025Q1: 3,326 shares; 2025Q2: 3,347 shares; 2025Q3: 1,911 shares; 2025Q4: 1,924 shares; 2026Q1: 3,326 shares; 2026Q2: 1,949 shares 1,949 $210K 0.1% -1,377 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,222 shares 2,222 $208K 0.1% new Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,899 shares 1,899 $204K 0.09% new Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,520 shares; 2024Q4: 4,114 shares; 2025Q1: 3,442 shares; 2025Q2: 3,442 shares; 2025Q3: 2,989 shares; 2025Q4: 2,989 shares; 2026Q1: not reported; 2026Q2: 2,914 shares 2,914 $202K 0.09% new Timeline