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: 21,294 shares; 2024Q4: 21,692 shares; 2025Q1: 20,843 shares; 2025Q2: 21,070 shares; 2025Q3: 21,017 shares; 2025Q4: 20,297 shares; 2026Q1: 19,639 shares; 2026Q2: 17,689 shares 17,689 $13M 8.13% -1,950 Timeline FV 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: 138,770 shares; 2024Q4: 144,840 shares; 2025Q1: 143,807 shares; 2025Q2: 142,594 shares; 2025Q3: 140,965 shares; 2025Q4: 143,478 shares; 2026Q1: 143,684 shares; 2026Q2: 144,740 shares 144,740 $11M 6.85% +1,056 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: 101,709 shares; 2024Q4: 103,448 shares; 2025Q1: 97,573 shares; 2025Q2: 98,772 shares; 2025Q3: 100,649 shares; 2025Q4: 103,436 shares; 2026Q1: 126,396 shares; 2026Q2: 129,507 shares 129,507 $10.5M 6.55% +3,111 Timeline VOT 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: 20,774 shares; 2024Q4: 20,748 shares; 2025Q1: 20,998 shares; 2025Q2: 21,357 shares; 2025Q3: 21,458 shares; 2025Q4: 21,454 shares; 2026Q1: 22,292 shares; 2026Q2: 22,683 shares 22,683 $6.95M 4.33% +391 Timeline VOE 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: 31,755 shares; 2024Q4: 31,581 shares; 2025Q1: 32,292 shares; 2025Q2: 32,129 shares; 2025Q3: 32,434 shares; 2025Q4: 32,416 shares; 2026Q1: 33,568 shares; 2026Q2: 34,148 shares 34,148 $6.75M 4.21% +580 Timeline FDL 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: 118,576 shares; 2024Q4: 117,803 shares; 2025Q1: 120,118 shares; 2025Q2: 122,420 shares; 2025Q3: 122,685 shares; 2025Q4: 120,126 shares; 2026Q1: 122,254 shares; 2026Q2: 123,145 shares 123,145 $5.99M 3.74% +891 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: 11,970 shares; 2024Q4: 11,803 shares; 2025Q1: 11,384 shares; 2025Q2: 11,307 shares; 2025Q3: 11,299 shares; 2025Q4: 11,781 shares; 2026Q1: 11,923 shares; 2026Q2: 11,961 shares 11,961 $4.9M 3.06% +38 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,294 shares; 2024Q4: 21,028 shares; 2025Q1: 18,772 shares; 2025Q2: 19,406 shares; 2025Q3: 19,569 shares; 2025Q4: 19,944 shares; 2026Q1: 20,219 shares; 2026Q2: 20,495 shares 20,495 $3.97M 2.48% +276 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,256 shares; 2024Q4: 46,893 shares; 2025Q1: 48,258 shares; 2025Q2: 52,053 shares; 2025Q3: 53,168 shares; 2025Q4: 54,795 shares; 2026Q1: 55,756 shares; 2026Q2: 57,016 shares 57,016 $3.9M 2.43% +1,260 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,185 shares; 2024Q4: 74,198 shares; 2025Q1: 74,030 shares; 2025Q2: 75,286 shares; 2025Q3: 77,469 shares; 2025Q4: 76,987 shares; 2026Q1: 78,819 shares; 2026Q2: 80,834 shares 80,834 $3.32M 2.07% +2,015 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,959 shares; 2024Q4: 24,669 shares; 2025Q1: 24,426 shares; 2025Q2: 26,282 shares; 2025Q3: 26,936 shares; 2025Q4: 27,990 shares; 2026Q1: 28,765 shares; 2026Q2: 29,468 shares 29,468 $3.06M 1.91% +703 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,752 shares; 2024Q4: 20,278 shares; 2025Q1: 20,658 shares; 2025Q2: 21,947 shares; 2025Q3: 22,298 shares; 2025Q4: 22,831 shares; 2026Q1: 23,128 shares; 2026Q2: 23,784 shares 23,784 $3.03M 1.89% +656 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,724 shares; 2024Q4: 26,390 shares; 2025Q1: 27,256 shares; 2025Q2: 30,445 shares; 2025Q3: 31,750 shares; 2025Q4: 33,939 shares; 2026Q1: 35,338 shares; 2026Q2: 36,465 shares 36,465 $2.92M 1.82% +1,127 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,775 shares; 2024Q4: 11,561 shares; 2025Q1: 11,765 shares; 2025Q2: 12,519 shares; 2025Q3: 12,764 shares; 2025Q4: 12,901 shares; 2026Q1: 13,211 shares; 2026Q2: 13,110 shares 13,110 $2.87M 1.79% -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: 17,278 shares; 2024Q4: 17,296 shares; 2025Q1: 33,602 shares; 2025Q2: 25,604 shares; 2025Q3: 26,869 shares; 2025Q4: 20,117 shares; 2026Q1: 19,329 shares; 2026Q2: 18,928 shares 18,928 $2.78M 1.73% -401 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: 26,394 shares; 2024Q4: 26,315 shares; 2025Q1: 27,310 shares; 2025Q2: 30,380 shares; 2025Q3: 31,611 shares; 2025Q4: 33,775 shares; 2026Q1: 35,560 shares; 2026Q2: 36,500 shares 36,500 $2.68M 1.67% +940 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: 1,623 shares; 2024Q4: 1,793 shares; 2025Q1: 2,094 shares; 2025Q2: 2,297 shares; 2025Q3: 3,802 shares; 2025Q4: 5,481 shares; 2026Q1: 6,358 shares; 2026Q2: 7,420 shares 7,420 $2.65M 1.65% +1,062 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,017 shares; 2024Q4: 8,030 shares; 2025Q1: 7,406 shares; 2025Q2: 7,305 shares; 2025Q3: 7,253 shares; 2025Q4: 7,261 shares; 2026Q1: 7,050 shares; 2026Q2: 7,026 shares 7,026 $2.6M 1.62% -24 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: 16,712 shares; 2024Q4: 16,583 shares; 2025Q1: 16,709 shares; 2025Q2: 17,199 shares; 2025Q3: 17,391 shares; 2025Q4: 17,680 shares; 2026Q1: 17,875 shares; 2026Q2: 86,061 shares 86,061 $2.36M 1.47% +68,186 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: 3,035 shares; 2024Q4: 3,094 shares; 2025Q1: 2,984 shares; 2025Q2: 3,253 shares; 2025Q3: 3,112 shares; 2025Q4: 3,147 shares; 2026Q1: 3,212 shares; 2026Q2: 3,283 shares 3,283 $2.25M 1.41% +71 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,513 shares; 2024Q4: 38,744 shares; 2025Q1: 39,583 shares; 2025Q2: 43,894 shares; 2025Q3: 44,944 shares; 2025Q4: 46,775 shares; 2026Q1: 48,299 shares; 2026Q2: 49,873 shares 49,873 $1.93M 1.21% +1,574 Timeline BUFQ 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,928 shares; 2026Q1: 16,213 shares; 2026Q2: 48,940 shares 48,940 $1.92M 1.2% +32,727 Timeline BIL 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: 11,704 shares; 2024Q4: 19,773 shares; 2025Q1: 29,117 shares; 2025Q2: 25,110 shares; 2025Q3: 18,989 shares; 2025Q4: 12,985 shares; 2026Q1: 21,340 shares; 2026Q2: 19,602 shares 19,602 $1.8M 1.12% -1,738 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,581 shares; 2024Q4: 3,556 shares; 2025Q1: 3,556 shares; 2025Q2: 3,587 shares; 2025Q3: 3,587 shares; 2025Q4: 3,587 shares; 2026Q1: 3,587 shares; 2026Q2: 21,522 shares 21,522 $1.78M 1.11% +17,935 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,723 shares; 2024Q4: 12,171 shares; 2025Q1: 23,622 shares; 2025Q2: 27,271 shares; 2025Q3: 22,104 shares; 2025Q4: 17,901 shares; 2026Q1: 18,428 shares; 2026Q2: 15,811 shares 15,811 $1.74M 1.09% -2,617 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: 2,552 shares; 2024Q4: 2,581 shares; 2025Q1: 2,581 shares; 2025Q2: 2,269 shares; 2025Q3: 2,298 shares; 2025Q4: 2,259 shares; 2026Q1: 2,259 shares; 2026Q2: 2,246 shares 2,246 $1.68M 1.05% -13 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,858 shares; 2024Q4: 60,377 shares; 2025Q1: 66,368 shares; 2025Q2: 62,958 shares; 2025Q3: 59,943 shares; 2025Q4: 57,374 shares; 2026Q1: 55,394 shares; 2026Q2: 54,893 shares 54,893 $1.67M 1.04% -501 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,001 shares; 2024Q4: 3,001 shares; 2025Q1: 3,001 shares; 2025Q2: 3,001 shares; 2025Q3: 3,001 shares; 2025Q4: 3,216 shares; 2026Q1: 3,216 shares; 2026Q2: 13,104 shares 13,104 $1.63M 1.02% +9,888 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: 4,913 shares; 2024Q4: 4,913 shares; 2025Q1: 4,283 shares; 2025Q2: 4,283 shares; 2025Q3: 4,302 shares; 2025Q4: 4,299 shares; 2026Q1: 4,719 shares; 2026Q2: 4,280 shares 4,280 $1.6M 1% -439 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: 4,120 shares; 2024Q4: 4,281 shares; 2025Q1: 4,409 shares; 2025Q2: 4,234 shares; 2025Q3: 4,266 shares; 2025Q4: 4,319 shares; 2026Q1: 5,430 shares; 2026Q2: 5,224 shares 5,224 $1.51M 0.94% -206 Timeline FDN 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: 1,453 shares; 2024Q4: 5,502 shares; 2025Q1: 5,402 shares; 2025Q2: 5,413 shares; 2025Q3: 5,425 shares; 2025Q4: 5,312 shares; 2026Q1: 5,524 shares; 2026Q2: 5,567 shares 5,567 $1.47M 0.92% +43 Timeline FXO 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: 21,563 shares; 2025Q1: 21,174 shares; 2025Q2: 21,266 shares; 2025Q3: 21,332 shares; 2025Q4: 21,460 shares; 2026Q1: 22,583 shares; 2026Q2: 22,735 shares 22,735 $1.42M 0.89% +152 Timeline MDYV 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: 11,580 shares; 2024Q4: 13,073 shares; 2025Q1: 12,840 shares; 2025Q2: 12,873 shares; 2025Q3: 12,856 shares; 2025Q4: 13,184 shares; 2026Q1: 14,701 shares; 2026Q2: 14,733 shares 14,733 $1.4M 0.87% +32 Timeline PAAA PGIM ETF TR More: the full row for PGIM 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: 24,252 shares; 2026Q2: 24,604 shares 24,604 $1.26M 0.79% +352 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: 1,054 shares; 2024Q4: 1,054 shares; 2025Q1: 1,054 shares; 2025Q2: 1,054 shares; 2025Q3: 1,059 shares; 2025Q4: 1,059 shares; 2026Q1: 1,120 shares; 2026Q2: 1,054 shares 1,054 $1.24M 0.77% -66 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: 15,640 shares; 2024Q4: 15,160 shares; 2025Q1: 15,160 shares; 2025Q2: 15,160 shares; 2025Q3: 14,910 shares; 2025Q4: 14,910 shares; 2026Q1: 14,910 shares; 2026Q2: 15,313 shares 15,313 $1.18M 0.74% +403 Timeline FXU 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: 20,656 shares; 2025Q2: 20,957 shares; 2025Q3: 21,050 shares; 2025Q4: 21,032 shares; 2026Q1: 23,248 shares; 2026Q2: 23,400 shares 23,400 $1.15M 0.72% +152 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,914 shares; 2024Q4: 2,995 shares; 2025Q1: 1,673 shares; 2025Q2: 1,658 shares; 2025Q3: 1,708 shares; 2025Q4: 2,589 shares; 2026Q1: 3,911 shares; 2026Q2: 3,012 shares 3,012 $1.12M 0.7% -899 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,050 shares; 2024Q4: 23,505 shares; 2025Q1: 31,316 shares; 2025Q2: 31,425 shares; 2025Q3: 33,335 shares; 2025Q4: 33,335 shares; 2026Q1: 30,335 shares; 2026Q2: 30,335 shares 30,335 $1.12M 0.7% 0 Timeline VBR 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: 4,800 shares; 2024Q4: 4,729 shares; 2025Q1: 4,612 shares; 2025Q2: 4,585 shares; 2025Q3: 4,806 shares; 2025Q4: 4,426 shares; 2026Q1: 4,481 shares; 2026Q2: 4,481 shares 4,481 $1.09M 0.68% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,200 shares; 2024Q4: 4,370 shares; 2025Q1: 4,174 shares; 2025Q2: 4,154 shares; 2025Q3: 4,130 shares; 2025Q4: 4,009 shares; 2026Q1: 3,668 shares; 2026Q2: 3,486 shares 3,486 $1.05M 0.65% -182 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,595 shares; 2024Q4: 56,695 shares; 2025Q1: 60,662 shares; 2025Q2: 60,098 shares; 2025Q3: 69,452 shares; 2025Q4: 69,452 shares; 2026Q1: 52,334 shares; 2026Q2: 52,334 shares 52,334 $1M 0.62% 0 Timeline FTXR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,671 shares 19,671 $896K 0.56% new 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: 19,092 shares; 2024Q4: 20,213 shares; 2025Q1: 19,956 shares; 2025Q2: 19,954 shares; 2025Q3: 19,941 shares; 2025Q4: 20,208 shares; 2026Q1: 9,567 shares; 2026Q2: 9,512 shares 9,512 $893K 0.56% -55 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,631 shares; 2024Q4: 7,631 shares; 2025Q1: 7,631 shares; 2025Q2: 7,631 shares; 2025Q3: 6,981 shares; 2025Q4: 6,981 shares; 2026Q1: 6,981 shares; 2026Q2: 6,981 shares 6,981 $890K 0.56% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,804 shares; 2024Q4: 14,804 shares; 2025Q1: 14,804 shares; 2025Q2: 15,497 shares; 2025Q3: 15,497 shares; 2025Q4: 15,497 shares; 2026Q1: 15,718 shares; 2026Q2: 15,497 shares 15,497 $874K 0.55% -221 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: 5,952 shares; 2024Q4: 6,017 shares; 2025Q1: 6,017 shares; 2025Q2: 6,017 shares; 2025Q3: 5,948 shares; 2025Q4: 5,530 shares; 2026Q1: 5,495 shares; 2026Q2: 5,609 shares 5,609 $832K 0.52% +114 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,360 shares; 2025Q1: 24,226 shares; 2025Q2: 21,637 shares; 2025Q3: 22,607 shares; 2025Q4: 22,607 shares; 2026Q1: 23,284 shares; 2026Q2: 23,284 shares 23,284 $823K 0.51% 0 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: 6,878 shares; 2025Q3: not reported; 2025Q4: 1,721 shares; 2026Q1: not reported; 2026Q2: 680 shares 680 $785K 0.49% new Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,128 shares; 2026Q2: 3,148 shares 3,148 $780K 0.49% +20 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: 4,015 shares; 2024Q4: 3,341 shares; 2025Q1: 3,305 shares; 2025Q2: 3,305 shares; 2025Q3: 3,260 shares; 2025Q4: 3,260 shares; 2026Q1: 3,260 shares; 2026Q2: 3,248 shares 3,248 $769K 0.48% -12 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: 1,038 shares; 2024Q4: not reported; 2025Q1: 1,059 shares; 2025Q2: not reported; 2025Q3: 920 shares; 2025Q4: 920 shares; 2026Q1: 2,493 shares; 2026Q2: 2,974 shares 2,974 $748K 0.47% +481 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: 16,127 shares; 2024Q4: 16,127 shares; 2025Q1: 16,127 shares; 2025Q2: 16,127 shares; 2025Q3: 14,430 shares; 2025Q4: 14,430 shares; 2026Q1: 14,430 shares; 2026Q2: 14,430 shares 14,430 $681K 0.42% 0 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,976 shares; 2024Q4: 9,976 shares; 2025Q1: 9,976 shares; 2025Q2: 11,478 shares; 2025Q3: 11,478 shares; 2025Q4: 11,478 shares; 2026Q1: 11,478 shares; 2026Q2: 11,478 shares 11,478 $655K 0.41% 0 Timeline PWB 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: 3,850 shares; 2024Q4: 3,850 shares; 2025Q1: 3,850 shares; 2025Q2: 3,850 shares; 2025Q3: 3,850 shares; 2025Q4: 3,850 shares; 2026Q1: 3,850 shares; 2026Q2: 3,850 shares 3,850 $649K 0.4% 0 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: 844 shares; 2024Q4: 844 shares; 2025Q1: 1,032 shares; 2025Q2: 1,012 shares; 2025Q3: 1,014 shares; 2025Q4: 1,014 shares; 2026Q1: 1,212 shares; 2026Q2: 1,230 shares 1,230 $615K 0.38% +18 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,713 shares; 2024Q4: 5,713 shares; 2025Q1: 5,424 shares; 2025Q2: 4,799 shares; 2025Q3: 4,799 shares; 2025Q4: 4,562 shares; 2026Q1: 4,323 shares; 2026Q2: 4,323 shares 4,323 $605K 0.38% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,291 shares; 2025Q3: 1,465 shares; 2025Q4: 1,536 shares; 2026Q1: 3,540 shares; 2026Q2: 2,980 shares 2,980 $596K 0.37% -560 Timeline FXR 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: 15,038 shares; 2024Q4: 15,455 shares; 2025Q1: 15,140 shares; 2025Q2: 14,713 shares; 2025Q3: 14,717 shares; 2025Q4: 14,694 shares; 2026Q1: 6,297 shares; 2026Q2: 6,297 shares 6,297 $574K 0.36% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,213 shares; 2025Q1: 2,213 shares; 2025Q2: 4,949 shares; 2025Q3: 4,949 shares; 2025Q4: 5,200 shares; 2026Q1: 2,847 shares; 2026Q2: 2,847 shares 2,847 $527K 0.33% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,314 shares; 2025Q4: 1,662 shares; 2026Q1: 2,015 shares; 2026Q2: 2,025 shares 2,025 $514K 0.32% +10 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,749 shares; 2026Q1: 3,749 shares; 2026Q2: 5,269 shares 5,269 $500K 0.31% +1,520 Timeline QQXT 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: 7,530 shares; 2025Q3: 7,696 shares; 2025Q4: 8,032 shares; 2026Q1: 5,109 shares; 2026Q2: 5,111 shares 5,111 $499K 0.31% +2 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,814 shares; 2024Q4: 3,814 shares; 2025Q1: 3,814 shares; 2025Q2: 3,814 shares; 2025Q3: 3,621 shares; 2025Q4: 4,166 shares; 2026Q1: 3,552 shares; 2026Q2: 3,552 shares 3,552 $489K 0.3% 0 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,229 shares; 2024Q4: 5,506 shares; 2025Q1: 5,406 shares; 2025Q2: 1,433 shares; 2025Q3: 1,433 shares; 2025Q4: 1,433 shares; 2026Q1: 1,433 shares; 2026Q2: 1,433 shares 1,433 $480K 0.3% 0 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,806 shares; 2024Q4: 2,736 shares; 2025Q1: 2,736 shares; 2025Q2: 2,736 shares; 2025Q3: 2,576 shares; 2025Q4: 2,576 shares; 2026Q1: 2,576 shares; 2026Q2: 2,576 shares 2,576 $462K 0.29% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,298 shares; 2024Q4: 3,298 shares; 2025Q1: 3,298 shares; 2025Q2: 3,298 shares; 2025Q3: 3,298 shares; 2025Q4: 3,298 shares; 2026Q1: 3,298 shares; 2026Q2: 3,610 shares 3,610 $461K 0.29% +312 Timeline FXL 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: 2,141 shares; 2024Q4: 2,036 shares; 2025Q1: 2,036 shares; 2025Q2: 2,036 shares; 2025Q3: 2,036 shares; 2025Q4: 2,036 shares; 2026Q1: 2,036 shares; 2026Q2: 2,036 shares 2,036 $442K 0.28% 0 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,231 shares; 2024Q4: 10,818 shares; 2025Q1: 9,925 shares; 2025Q2: 9,925 shares; 2025Q3: 9,925 shares; 2025Q4: 9,925 shares; 2026Q1: 9,925 shares; 2026Q2: 9,925 shares 9,925 $441K 0.28% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,074 shares; 2024Q4: 4,074 shares; 2025Q1: not reported; 2025Q2: 1,613 shares; 2025Q3: 2,083 shares; 2025Q4: 2,083 shares; 2026Q1: 2,690 shares; 2026Q2: 2,233 shares 2,233 $424K 0.26% -457 Timeline FAB FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,095 shares; 2024Q4: 4,095 shares; 2025Q1: 4,095 shares; 2025Q2: 4,095 shares; 2025Q3: 4,095 shares; 2025Q4: 4,095 shares; 2026Q1: 4,095 shares; 2026Q2: 4,095 shares 4,095 $416K 0.26% 0 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,340 shares; 2024Q4: 8,340 shares; 2025Q1: 8,340 shares; 2025Q2: 8,340 shares; 2025Q3: 8,340 shares; 2025Q4: 8,340 shares; 2026Q1: 8,340 shares; 2026Q2: 8,340 shares 8,340 $411K 0.26% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON 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: not reported; 2025Q4: 15,755 shares; 2026Q1: 15,940 shares; 2026Q2: 15,755 shares 15,755 $404K 0.25% -185 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,487 shares; 2025Q4: 1,487 shares; 2026Q1: 2,500 shares; 2026Q2: 1,628 shares 1,628 $388K 0.24% -872 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: 940 shares; 2025Q1: not reported; 2025Q2: 940 shares; 2025Q3: 966 shares; 2025Q4: 946 shares; 2026Q1: 2,306 shares; 2026Q2: 1,024 shares 1,024 $387K 0.24% -1,282 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: 162 shares 162 $368K 0.23% 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: 7,002 shares; 2024Q4: 4,646 shares; 2025Q1: 4,767 shares; 2025Q2: 4,767 shares; 2025Q3: 4,767 shares; 2025Q4: 4,767 shares; 2026Q1: 4,767 shares; 2026Q2: 4,767 shares 4,767 $361K 0.23% 0 Timeline COPX 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: 7,738 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,262 shares; 2026Q1: 4,647 shares; 2026Q2: 4,647 shares 4,647 $358K 0.22% 0 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: 359 shares; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 296 shares; 2025Q3: 298 shares; 2025Q4: 298 shares; 2026Q1: 418 shares; 2026Q2: 295 shares 295 $354K 0.22% -123 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,919 shares; 2025Q4: 11,404 shares; 2026Q1: 8,844 shares; 2026Q2: 8,944 shares 8,944 $351K 0.22% +100 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,148 shares; 2024Q4: 2,753 shares; 2025Q1: 2,808 shares; 2025Q2: 2,808 shares; 2025Q3: 2,732 shares; 2025Q4: 2,732 shares; 2026Q1: 2,710 shares; 2026Q2: 2,710 shares 2,710 $329K 0.21% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 980 shares; 2024Q4: 980 shares; 2025Q1: 980 shares; 2025Q2: 980 shares; 2025Q3: 980 shares; 2025Q4: 980 shares; 2026Q1: 902 shares; 2026Q2: 902 shares 902 $325K 0.2% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,050 shares; 2025Q3: 4,050 shares; 2025Q4: 4,050 shares; 2026Q1: 4,050 shares; 2026Q2: 5,550 shares 5,550 $313K 0.2% +1,500 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 784 shares; 2024Q4: 784 shares; 2025Q1: 784 shares; 2025Q2: 784 shares; 2025Q3: 784 shares; 2025Q4: 784 shares; 2026Q1: 784 shares; 2026Q2: 784 shares 784 $309K 0.19% 0 Timeline AGG 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: 3,044 shares; 2026Q1: 3,044 shares; 2026Q2: 3,044 shares 3,044 $301K 0.19% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 757 shares; 2025Q4: 1,562 shares; 2026Q1: 1,562 shares; 2026Q2: 1,562 shares 1,562 $298K 0.19% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,282 shares; 2024Q4: 3,282 shares; 2025Q1: 3,130 shares; 2025Q2: 3,054 shares; 2025Q3: 3,054 shares; 2025Q4: 2,439 shares; 2026Q1: 2,245 shares; 2026Q2: 2,025 shares 2,025 $296K 0.18% -220 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,504 shares; 2026Q2: 826 shares 826 $292K 0.18% -678 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: 304 shares; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: 304 shares; 2026Q2: 2,432 shares 2,432 $291K 0.18% +2,128 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,264 shares 2,264 $287K 0.18% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,438 shares; 2024Q4: 2,438 shares; 2025Q1: 2,438 shares; 2025Q2: 2,438 shares; 2025Q3: 2,438 shares; 2025Q4: 2,438 shares; 2026Q1: 2,438 shares; 2026Q2: 2,438 shares 2,438 $286K 0.18% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,038 shares; 2025Q3: 4,729 shares; 2025Q4: 4,729 shares; 2026Q1: 3,696 shares; 2026Q2: 3,380 shares 3,380 $279K 0.17% -316 Timeline SGOV 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: 1,987 shares; 2026Q2: 2,762 shares 2,762 $278K 0.17% +775 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 3,570 shares; 2026Q2: 3,570 shares 3,570 $278K 0.17% 0 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: 2,091 shares; 2026Q1: 2,524 shares; 2026Q2: 2,524 shares 2,524 $271K 0.17% 0 Timeline SPLV 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: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $262K 0.16% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,345 shares; 2025Q2: 6,367 shares; 2025Q3: not reported; 2025Q4: 6,367 shares; 2026Q1: 6,367 shares; 2026Q2: 6,367 shares 6,367 $258K 0.16% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 871 shares; 2025Q3: 1,034 shares; 2025Q4: 1,034 shares; 2026Q1: 1,037 shares; 2026Q2: 783 shares 783 $256K 0.16% -254 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 303 shares; 2026Q1: 340 shares; 2026Q2: 340 shares 340 $254K 0.16% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,533 shares; 2024Q4: 1,533 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,405 shares; 2026Q2: 1,405 shares 1,405 $251K 0.16% 0 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: 2,437 shares; 2024Q4: 2,437 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,909 shares; 2026Q1: 1,954 shares; 2026Q2: 1,898 shares 1,898 $244K 0.15% -56 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,328 shares 2,328 $236K 0.15% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 907 shares; 2024Q4: 644 shares; 2025Q1: 647 shares; 2025Q2: 649 shares; 2025Q3: 652 shares; 2025Q4: 605 shares; 2026Q1: not reported; 2026Q2: 605 shares 605 $234K 0.15% 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: 803 shares; 2024Q4: 803 shares; 2025Q1: 803 shares; 2025Q2: not reported; 2025Q3: 698 shares; 2025Q4: 708 shares; 2026Q1: 708 shares; 2026Q2: 2,832 shares 2,832 $228K 0.14% +2,124 Timeline IYJ 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: 1,358 shares; 2026Q1: 1,358 shares; 2026Q2: 1,358 shares 1,358 $226K 0.14% 0 Timeline FXN 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: 17,179 shares; 2024Q4: 14,240 shares; 2025Q1: 14,240 shares; 2025Q2: 13,890 shares; 2025Q3: 13,741 shares; 2025Q4: 13,741 shares; 2026Q1: 10,991 shares; 2026Q2: 10,991 shares 10,991 $222K 0.14% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,240 shares; 2026Q1: 2,240 shares; 2026Q2: 2,240 shares 2,240 $216K 0.13% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 912 shares; 2026Q2: 794 shares 794 $216K 0.13% -118 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: 3,444 shares; 2025Q1: 3,444 shares; 2025Q2: 3,062 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,827 shares 1,827 $215K 0.13% new 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: 4,209 shares; 2026Q1: 4,240 shares; 2026Q2: 4,262 shares 4,262 $215K 0.13% +22 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 2,144 shares 2,144 $214K 0.13% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,919 shares 1,919 $212K 0.13% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 698 shares 698 $212K 0.13% 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: 1,447 shares 1,447 $203K 0.13% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,295 shares 1,295 $202K 0.13% new Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL 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: 31,042 shares; 2026Q2: 15,530 shares 15,530 $173K 0.11% -15,512 Timeline JBS JBS N.V. More: the full row for JBS N.V. 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: 11,234 shares 11,234 $133K 0.08% new Timeline