VONE 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: 287,776 shares; 2024Q4: 271,448 shares; 2025Q1: 182,775 shares; 2025Q2: 246,576 shares; 2025Q3: 218,954 shares; 2025Q4: 248,504 shares; 2026Q1: 250,902 shares; 2026Q2: 138,127 shares 138,127 $46.8M 11.35% -112,775 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: 127,592 shares; 2024Q4: 160,242 shares; 2025Q1: 106,426 shares; 2025Q2: 162,619 shares; 2025Q3: 166,182 shares; 2025Q4: 170,508 shares; 2026Q1: 167,908 shares; 2026Q2: 137,778 shares 137,778 $30M 7.28% -30,130 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 430 shares; 2025Q3: 428 shares; 2025Q4: 412 shares; 2026Q1: 436 shares; 2026Q2: 33,065 shares 33,065 $24.3M 5.9% +32,629 Timeline IJK 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: 160,893 shares 160,893 $18.9M 4.58% new Timeline IWN 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: 83,327 shares 83,327 $18.4M 4.47% new Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,048 shares; 2024Q4: 91,117 shares; 2025Q1: 114,737 shares; 2025Q2: 91,793 shares; 2025Q3: 93,416 shares; 2025Q4: 91,754 shares; 2026Q1: 93,308 shares; 2026Q2: 109,390 shares 109,390 $13.3M 3.23% +16,082 Timeline SPHY 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: 699,476 shares; 2024Q4: 749,842 shares; 2025Q1: 879,151 shares; 2025Q2: 510,629 shares; 2025Q3: 528,507 shares; 2025Q4: 549,959 shares; 2026Q1: 575,544 shares; 2026Q2: 555,583 shares 555,583 $13M 3.16% -19,961 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: 9,617 shares; 2024Q4: 9,501 shares; 2025Q1: 9,379 shares; 2025Q2: 5,737 shares; 2025Q3: 5,711 shares; 2025Q4: 5,445 shares; 2026Q1: 5,407 shares; 2026Q2: 157,574 shares 157,574 $12.5M 3.02% +152,167 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: 30,632 shares; 2024Q4: 32,994 shares; 2025Q1: 33,462 shares; 2025Q2: 35,399 shares; 2025Q3: 34,153 shares; 2025Q4: 34,626 shares; 2026Q1: 36,033 shares; 2026Q2: 36,492 shares 36,492 $10.6M 2.56% +459 Timeline EWT ISHARES INC More: the full row for ISHARES 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: 83,071 shares 83,071 $9.02M 2.19% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 56,256 shares 56,256 $8.83M 2.14% new Timeline EWC ISHARES INC More: the full row for ISHARES 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: 148,493 shares 148,493 $8.56M 2.08% new Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 463,978 shares; 2024Q4: 474,220 shares; 2025Q1: 939,046 shares; 2025Q2: 904,743 shares; 2025Q3: 603,070 shares; 2025Q4: 609,370 shares; 2026Q1: 924,359 shares; 2026Q2: 154,091 shares 154,091 $8.42M 2.04% -770,268 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 287,550 shares; 2024Q4: 134,007 shares; 2025Q1: 294,812 shares; 2025Q2: 132,770 shares; 2025Q3: 129,774 shares; 2025Q4: 142,661 shares; 2026Q1: 145,701 shares; 2026Q2: 69,487 shares 69,487 $8.27M 2.01% -76,214 Timeline EWY ISHARES INC More: the full row for ISHARES 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: 40,777 shares 40,777 $8.23M 2% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,246 shares; 2024Q4: 1,743 shares; 2025Q1: 1,733 shares; 2025Q2: 2,330 shares; 2025Q3: 3,948 shares; 2025Q4: 5,507 shares; 2026Q1: 5,891 shares; 2026Q2: 6,268 shares 6,268 $7.52M 1.82% +377 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,767 shares; 2024Q4: 83,936 shares; 2025Q1: 90,159 shares; 2025Q2: 94,408 shares; 2025Q3: 94,759 shares; 2025Q4: 98,986 shares; 2026Q1: 102,955 shares; 2026Q2: 155,925 shares 155,925 $7.3M 1.77% +52,970 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: 13,368 shares; 2024Q4: 20,535 shares; 2025Q1: 23,967 shares; 2025Q2: 30,450 shares; 2025Q3: 29,059 shares; 2025Q4: 33,820 shares; 2026Q1: 34,378 shares; 2026Q2: 33,101 shares 33,101 $6.62M 1.61% -1,277 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: 12,106 shares; 2024Q4: 12,430 shares; 2025Q1: 13,608 shares; 2025Q2: 15,507 shares; 2025Q3: 16,858 shares; 2025Q4: 19,171 shares; 2026Q1: 26,509 shares; 2026Q2: 25,225 shares 25,225 $6.01M 1.46% -1,284 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: 7,897 shares; 2024Q4: 8,552 shares; 2025Q1: 9,163 shares; 2025Q2: 9,475 shares; 2025Q3: 9,587 shares; 2025Q4: 12,631 shares; 2026Q1: 14,785 shares; 2026Q2: 15,726 shares 15,726 $5.87M 1.42% +941 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: 11,520 shares; 2024Q4: 14,905 shares; 2025Q1: 13,966 shares; 2025Q2: 17,419 shares; 2025Q3: 18,578 shares; 2025Q4: 19,196 shares; 2026Q1: 18,093 shares; 2026Q2: 20,946 shares 20,946 $5.32M 1.29% +2,853 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: 6,600 shares; 2024Q4: 7,580 shares; 2025Q1: 8,251 shares; 2025Q2: 9,141 shares; 2025Q3: 10,036 shares; 2025Q4: 13,002 shares; 2026Q1: 13,706 shares; 2026Q2: 15,195 shares 15,195 $4.97M 1.21% +1,489 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: 11,466 shares; 2024Q4: 12,790 shares; 2025Q1: 13,378 shares; 2025Q2: 15,935 shares; 2025Q3: 15,920 shares; 2025Q4: 14,148 shares; 2026Q1: 14,719 shares; 2026Q2: 13,905 shares 13,905 $4.97M 1.21% -814 Timeline SCHR 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: 82,630 shares; 2024Q4: 165,338 shares; 2025Q1: 171,300 shares; 2025Q2: 175,852 shares; 2025Q3: 175,981 shares; 2025Q4: 175,530 shares; 2026Q1: 180,339 shares; 2026Q2: 197,785 shares 197,785 $4.88M 1.18% +17,446 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: 3,815 shares; 2024Q4: 4,281 shares; 2025Q1: 4,143 shares; 2025Q2: 4,724 shares; 2025Q3: 5,414 shares; 2025Q4: 6,826 shares; 2026Q1: 7,611 shares; 2026Q2: 9,385 shares 9,385 $4.82M 1.17% +1,774 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,401 shares; 2024Q4: 7,020 shares; 2025Q1: 6,398 shares; 2025Q2: 7,410 shares; 2025Q3: 8,925 shares; 2025Q4: 11,137 shares; 2026Q1: 12,370 shares; 2026Q2: 13,979 shares 13,979 $4.8M 1.16% +1,609 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: 12,049 shares; 2024Q4: 12,529 shares; 2025Q1: 12,332 shares; 2025Q2: 11,458 shares; 2025Q3: 11,517 shares; 2025Q4: 12,897 shares; 2026Q1: 14,279 shares; 2026Q2: 11,829 shares 11,829 $4.47M 1.08% -2,450 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,377 shares; 2024Q4: 3,514 shares; 2025Q1: 3,778 shares; 2025Q2: 4,266 shares; 2025Q3: 4,385 shares; 2025Q4: 6,152 shares; 2026Q1: 6,432 shares; 2026Q2: 7,843 shares 7,843 $4.42M 1.07% +1,411 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: 610 shares; 2026Q2: 3,232 shares 3,232 $3.73M 0.9% +2,622 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: 7,051 shares; 2024Q4: 6,917 shares; 2025Q1: 7,744 shares; 2025Q2: 6,927 shares; 2025Q3: 8,234 shares; 2025Q4: 7,376 shares; 2026Q1: 7,848 shares; 2026Q2: 8,728 shares 8,728 $3.67M 0.89% +880 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: 186,498 shares; 2024Q4: 144,678 shares; 2025Q1: 80,047 shares; 2025Q2: 85,675 shares; 2025Q3: 85,195 shares; 2025Q4: 304,672 shares; 2026Q1: 88,144 shares; 2026Q2: 46,157 shares 46,157 $3.56M 0.86% -41,987 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: 10,371 shares; 2024Q4: 13,093 shares; 2025Q1: 14,631 shares; 2025Q2: 17,403 shares; 2025Q3: 21,144 shares; 2025Q4: 23,997 shares; 2026Q1: 23,597 shares; 2026Q2: 30,401 shares 30,401 $3.44M 0.84% +6,804 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: 2,172 shares; 2024Q4: 2,918 shares; 2025Q1: 2,765 shares; 2025Q2: 3,535 shares; 2025Q3: 4,377 shares; 2025Q4: 5,475 shares; 2026Q1: 5,839 shares; 2026Q2: 6,768 shares 6,768 $3.39M 0.82% +929 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: 1,253 shares; 2024Q4: 7,389 shares; 2025Q1: 7,389 shares; 2025Q2: 7,393 shares; 2025Q3: 7,393 shares; 2025Q4: 7,322 shares; 2026Q1: 7,322 shares; 2026Q2: 7,312 shares 7,312 $3.12M 0.76% -10 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: 549 shares; 2024Q4: 533 shares; 2025Q1: 527 shares; 2025Q2: 1,643 shares; 2025Q3: 1,980 shares; 2025Q4: 29,753 shares; 2026Q1: 30,465 shares; 2026Q2: 41,789 shares 41,789 $2.98M 0.72% +11,324 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: 775 shares; 2024Q4: 1,112 shares; 2025Q1: 1,200 shares; 2025Q2: 1,488 shares; 2025Q3: 1,991 shares; 2025Q4: 2,819 shares; 2026Q1: 2,693 shares; 2026Q2: 3,151 shares 3,151 $2.95M 0.71% +458 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: 1,380 shares; 2024Q4: 1,438 shares; 2025Q1: 1,727 shares; 2025Q2: 9,624 shares; 2025Q3: 8,606 shares; 2025Q4: 14,111 shares; 2026Q1: 17,813 shares; 2026Q2: 14,691 shares 14,691 $2.15M 0.52% -3,122 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: 23,806 shares; 2024Q4: 23,438 shares; 2025Q1: 23,303 shares; 2025Q2: 23,131 shares; 2025Q3: 21,928 shares; 2025Q4: 21,745 shares; 2026Q1: 21,439 shares; 2026Q2: 21,138 shares 21,138 $2.04M 0.49% -301 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: 21,838 shares; 2024Q4: 20,150 shares; 2025Q1: 18,897 shares; 2025Q2: 19,994 shares; 2025Q3: 19,836 shares; 2025Q4: 21,167 shares; 2026Q1: 20,605 shares; 2026Q2: 15,922 shares 15,922 $1.87M 0.45% -4,683 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,215 shares; 2024Q4: 2,925 shares; 2025Q1: 3,014 shares; 2025Q2: 3,077 shares; 2025Q3: 3,138 shares; 2025Q4: 3,512 shares; 2026Q1: 3,707 shares; 2026Q2: 4,002 shares 4,002 $1.84M 0.45% +295 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: 14,802 shares; 2024Q4: 13,848 shares; 2025Q1: 14,349 shares; 2025Q2: 11,378 shares; 2025Q3: 10,245 shares; 2025Q4: 10,370 shares; 2026Q1: 10,645 shares; 2026Q2: 10,357 shares 10,357 $1.83M 0.44% -288 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: 10,718 shares; 2024Q4: 12,675 shares; 2025Q1: 13,075 shares; 2025Q2: 15,532 shares; 2025Q3: 18,194 shares; 2025Q4: 26,675 shares; 2026Q1: 28,239 shares; 2026Q2: 12,386 shares 12,386 $1.82M 0.44% -15,853 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: 754 shares; 2025Q4: 1,672 shares; 2026Q1: not reported; 2026Q2: 9,003 shares 9,003 $1.72M 0.42% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,454 shares; 2024Q4: 48,064 shares; 2025Q1: 49,129 shares; 2025Q2: 46,578 shares; 2025Q3: 46,664 shares; 2025Q4: 48,069 shares; 2026Q1: 49,476 shares; 2026Q2: 50,352 shares 50,352 $1.68M 0.41% +876 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: 9,190 shares; 2024Q4: 10,123 shares; 2025Q1: 10,740 shares; 2025Q2: 13,128 shares; 2025Q3: 13,046 shares; 2025Q4: 12,454 shares; 2026Q1: 11,335 shares; 2026Q2: 12,139 shares 12,139 $1.56M 0.38% +804 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,664 shares; 2024Q4: 26,610 shares; 2025Q1: 26,631 shares; 2025Q2: 26,247 shares; 2025Q3: 24,026 shares; 2025Q4: 23,709 shares; 2026Q1: 21,930 shares; 2026Q2: 21,509 shares 21,509 $1.54M 0.37% -421 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: 13,592 shares; 2024Q4: 16,490 shares; 2025Q1: 14,646 shares; 2025Q2: 14,853 shares; 2025Q3: 16,106 shares; 2025Q4: 18,472 shares; 2026Q1: 17,529 shares; 2026Q2: 18,349 shares 18,349 $1.49M 0.36% +820 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: 2,855 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,911 shares 27,911 $1.48M 0.36% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,644 shares; 2024Q4: 7,523 shares; 2025Q1: 8,532 shares; 2025Q2: 8,659 shares; 2025Q3: 8,093 shares; 2025Q4: 9,444 shares; 2026Q1: 9,205 shares; 2026Q2: 10,031 shares 10,031 $1.44M 0.35% +826 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,177 shares; 2024Q4: 8,007 shares; 2025Q1: 8,223 shares; 2025Q2: 7,960 shares; 2025Q3: 8,178 shares; 2025Q4: 8,090 shares; 2026Q1: 8,721 shares; 2026Q2: 9,280 shares 9,280 $1.41M 0.34% +559 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,893 shares 3,893 $1.38M 0.33% new Timeline FNDA 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: 57,129 shares; 2024Q4: 102,396 shares; 2025Q1: 116,163 shares; 2025Q2: 129,366 shares; 2025Q3: 129,149 shares; 2025Q4: 127,038 shares; 2026Q1: 122,841 shares; 2026Q2: 35,288 shares 35,288 $1.34M 0.33% -87,553 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,733 shares; 2026Q2: 22,323 shares 22,323 $1.26M 0.31% -410 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,012 shares; 2024Q4: 7,403 shares; 2025Q1: 7,655 shares; 2025Q2: 8,559 shares; 2025Q3: 8,519 shares; 2025Q4: 10,982 shares; 2026Q1: 9,390 shares; 2026Q2: 9,467 shares 9,467 $1.23M 0.3% +77 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,624 shares; 2024Q4: 3,280 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,115 shares; 2026Q1: 3,165 shares; 2026Q2: 3,175 shares 3,175 $1.22M 0.3% +10 Timeline RSPT 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: 20,462 shares; 2024Q4: 20,022 shares; 2025Q1: 20,030 shares; 2025Q2: 20,033 shares; 2025Q3: 19,446 shares; 2025Q4: 19,188 shares; 2026Q1: 18,897 shares; 2026Q2: 18,081 shares 18,081 $1.17M 0.28% -816 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,110 shares 7,110 $1.15M 0.28% new Timeline SCHM 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: 11,798 shares; 2024Q4: 34,581 shares; 2025Q1: 33,652 shares; 2025Q2: 32,918 shares; 2025Q3: 31,706 shares; 2025Q4: 32,508 shares; 2026Q1: 31,311 shares; 2026Q2: 30,868 shares 30,868 $1.14M 0.28% -443 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: 16,111 shares; 2024Q4: 15,538 shares; 2025Q1: 13,045 shares; 2025Q2: 12,543 shares; 2025Q3: 12,290 shares; 2025Q4: 11,903 shares; 2026Q1: 11,717 shares; 2026Q2: 11,583 shares 11,583 $1.11M 0.27% -134 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: 10,686 shares; 2024Q4: 10,686 shares; 2025Q1: 10,686 shares; 2025Q2: 10,686 shares; 2025Q3: 10,686 shares; 2025Q4: 10,686 shares; 2026Q1: 10,686 shares; 2026Q2: 10,686 shares 10,686 $1.03M 0.25% 0 Timeline SCHA 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: 18,994 shares; 2024Q4: 37,646 shares; 2025Q1: 35,134 shares; 2025Q2: 33,342 shares; 2025Q3: 28,233 shares; 2025Q4: 28,127 shares; 2026Q1: 27,849 shares; 2026Q2: 27,649 shares 27,649 $999K 0.24% -200 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,006 shares; 2024Q4: 3,747 shares; 2025Q1: 3,725 shares; 2025Q2: 3,715 shares; 2025Q3: 3,715 shares; 2025Q4: 3,715 shares; 2026Q1: 3,694 shares; 2026Q2: 3,694 shares 3,694 $932K 0.23% 0 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: 1,109 shares; 2024Q4: 1,212 shares; 2025Q1: 1,202 shares; 2025Q2: 1,333 shares; 2025Q3: 1,270 shares; 2025Q4: 1,283 shares; 2026Q1: 1,301 shares; 2026Q2: 1,235 shares 1,235 $922K 0.22% -66 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: 3,863 shares; 2024Q4: 3,820 shares; 2025Q1: 3,796 shares; 2025Q2: 3,581 shares; 2025Q3: 3,587 shares; 2025Q4: 3,622 shares; 2026Q1: 3,688 shares; 2026Q2: 3,659 shares 3,659 $921K 0.22% -29 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: 342 shares; 2024Q4: 342 shares; 2025Q1: not reported; 2025Q2: 576 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 600 shares; 2026Q2: 7,563 shares 7,563 $904K 0.22% +6,963 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: 4,845 shares; 2025Q1: 4,880 shares; 2025Q2: 4,906 shares; 2025Q3: 4,906 shares; 2025Q4: 4,902 shares; 2026Q1: 4,902 shares; 2026Q2: 4,948 shares 4,948 $895K 0.22% +46 Timeline VWOB 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: 113,676 shares; 2024Q4: 119,529 shares; 2025Q1: 151,389 shares; 2025Q2: 125,526 shares; 2025Q3: 128,175 shares; 2025Q4: 133,486 shares; 2026Q1: 139,073 shares; 2026Q2: 12,632 shares 12,632 $849K 0.21% -126,441 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,064 shares; 2026Q1: 2,064 shares; 2026Q2: 2,069 shares 2,069 $816K 0.2% +5 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: 905 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 792 shares; 2025Q3: 793 shares; 2025Q4: 2,703 shares; 2026Q1: 2,773 shares; 2026Q2: 2,776 shares 2,776 $781K 0.19% +3 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: 4,637 shares; 2024Q4: 4,768 shares; 2025Q1: 4,735 shares; 2025Q2: 4,620 shares; 2025Q3: 4,627 shares; 2025Q4: 4,627 shares; 2026Q1: 4,627 shares; 2026Q2: 4,627 shares 4,627 $760K 0.18% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,371 shares; 2024Q4: 36,874 shares; 2025Q1: 36,951 shares; 2025Q2: 35,592 shares; 2025Q3: 28,169 shares; 2025Q4: 22,368 shares; 2026Q1: 19,490 shares; 2026Q2: 14,512 shares 14,512 $734K 0.18% -4,978 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,006 shares; 2025Q3: 1,939 shares; 2025Q4: 1,946 shares; 2026Q1: 1,949 shares; 2026Q2: 1,951 shares 1,951 $722K 0.18% +2 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,069 shares; 2024Q4: 1,071 shares; 2025Q1: 1,071 shares; 2025Q2: 1,370 shares; 2025Q3: 1,370 shares; 2025Q4: 1,370 shares; 2026Q1: 1,370 shares; 2026Q2: 1,688 shares 1,688 $711K 0.17% +318 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,180 shares; 2025Q1: 3,180 shares; 2025Q2: 3,195 shares; 2025Q3: 3,195 shares; 2025Q4: 3,193 shares; 2026Q1: 3,559 shares; 2026Q2: 4,055 shares 4,055 $689K 0.17% +496 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,561 shares; 2024Q4: 188,281 shares; 2025Q1: 238,830 shares; 2025Q2: 197,482 shares; 2025Q3: 204,945 shares; 2025Q4: 218,856 shares; 2026Q1: 232,547 shares; 2026Q2: 16,987 shares 16,987 $684K 0.17% -215,560 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,164 shares; 2024Q4: 4,164 shares; 2025Q1: 3,644 shares; 2025Q2: 4,485 shares; 2025Q3: 4,179 shares; 2025Q4: 4,342 shares; 2026Q1: 4,319 shares; 2026Q2: 4,780 shares 4,780 $681K 0.17% +461 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: 606 shares; 2024Q4: 576 shares; 2025Q1: not reported; 2025Q2: 580 shares; 2025Q3: 574 shares; 2025Q4: 591 shares; 2026Q1: 591 shares; 2026Q2: 633 shares 633 $674K 0.16% +42 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,666 shares; 2024Q4: 8,670 shares; 2025Q1: 8,670 shares; 2025Q2: 8,414 shares; 2025Q3: 7,314 shares; 2025Q4: 7,314 shares; 2026Q1: 7,314 shares; 2026Q2: 7,667 shares 7,667 $672K 0.16% +353 Timeline GHYG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,195 shares; 2024Q4: 175,271 shares; 2025Q1: 217,581 shares; 2025Q2: 178,408 shares; 2025Q3: 183,354 shares; 2025Q4: 196,093 shares; 2026Q1: 203,018 shares; 2026Q2: 14,771 shares 14,771 $669K 0.16% -188,247 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: 1,085 shares; 2024Q4: not reported; 2025Q1: 1,195 shares; 2025Q2: 1,195 shares; 2025Q3: 1,195 shares; 2025Q4: 1,196 shares; 2026Q1: 1,242 shares; 2026Q2: 1,725 shares 1,725 $645K 0.16% +483 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,629 shares; 2024Q4: 19,874 shares; 2025Q1: 18,078 shares; 2025Q2: 17,125 shares; 2025Q3: 13,060 shares; 2025Q4: 12,252 shares; 2026Q1: 11,915 shares; 2026Q2: 12,338 shares 12,338 $639K 0.15% +423 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: 9,387 shares; 2024Q4: 8,607 shares; 2025Q1: 6,314 shares; 2025Q2: 6,217 shares; 2025Q3: 6,218 shares; 2025Q4: 6,219 shares; 2026Q1: 5,998 shares; 2026Q2: 5,998 shares 5,998 $639K 0.15% 0 Timeline EFT EATON VANCE FLOATING RATE IN More: the full row for EATON VANCE FLOATING RATE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,282 shares; 2026Q2: 34,122 shares 34,122 $627K 0.15% +7,840 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,894 shares; 2024Q4: 9,584 shares; 2025Q1: 12,060 shares; 2025Q2: 11,512 shares; 2025Q3: 13,552 shares; 2025Q4: 12,064 shares; 2026Q1: 12,319 shares; 2026Q2: 13,175 shares 13,175 $625K 0.15% +856 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: 1,869 shares; 2024Q4: 1,873 shares; 2025Q1: 1,906 shares; 2025Q2: 1,989 shares; 2025Q3: 2,092 shares; 2025Q4: 2,152 shares; 2026Q1: 2,176 shares; 2026Q2: 2,299 shares 2,299 $622K 0.15% +123 Timeline SPTI 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: 26,492 shares; 2024Q4: 26,049 shares; 2025Q1: 25,741 shares; 2025Q2: 21,510 shares; 2025Q3: 20,684 shares; 2025Q4: 24,070 shares; 2026Q1: 23,689 shares; 2026Q2: 21,850 shares 21,850 $620K 0.15% -1,839 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,068 shares; 2024Q4: 15,068 shares; 2025Q1: 15,068 shares; 2025Q2: 15,068 shares; 2025Q3: 10,686 shares; 2025Q4: 10,686 shares; 2026Q1: 10,686 shares; 2026Q2: 10,686 shares 10,686 $578K 0.14% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,245 shares; 2026Q1: 13,733 shares; 2026Q2: 21,507 shares 21,507 $570K 0.14% +7,774 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: 889 shares 889 $516K 0.13% new Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,418 shares; 2024Q4: 10,418 shares; 2025Q1: 9,492 shares; 2025Q2: 9,266 shares; 2025Q3: 9,119 shares; 2025Q4: 8,891 shares; 2026Q1: 8,655 shares; 2026Q2: 9,112 shares 9,112 $484K 0.12% +457 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: 6,117 shares; 2025Q1: 6,231 shares; 2025Q2: 6,231 shares; 2025Q3: 6,587 shares; 2025Q4: 6,542 shares; 2026Q1: 6,593 shares; 2026Q2: 6,538 shares 6,538 $470K 0.11% -55 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: 8,550 shares; 2024Q4: 8,128 shares; 2025Q1: 6,629 shares; 2025Q2: 6,256 shares; 2025Q3: 6,491 shares; 2025Q4: 5,555 shares; 2026Q1: 4,966 shares; 2026Q2: 4,423 shares 4,423 $438K 0.11% -543 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: not reported; 2024Q4: 649 shares; 2025Q1: 560 shares; 2025Q2: 721 shares; 2025Q3: 655 shares; 2025Q4: 678 shares; 2026Q1: 696 shares; 2026Q2: 553 shares 553 $414K 0.1% -143 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 358 shares; 2026Q1: 362 shares; 2026Q2: 594 shares 594 $408K 0.1% +232 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,336 shares; 2024Q4: 2,336 shares; 2025Q1: 2,336 shares; 2025Q2: 2,336 shares; 2025Q3: 2,336 shares; 2025Q4: 4,672 shares; 2026Q1: 4,672 shares; 2026Q2: 4,193 shares 4,193 $406K 0.1% -479 Timeline EWI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,452 shares; 2024Q4: 7,452 shares; 2025Q1: 6,832 shares; 2025Q2: 6,916 shares; 2025Q3: 6,832 shares; 2025Q4: 7,029 shares; 2026Q1: 7,029 shares; 2026Q2: 6,832 shares 6,832 $405K 0.1% -197 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,424 shares; 2024Q4: 3,592 shares; 2025Q1: 4,543 shares; 2025Q2: 4,310 shares; 2025Q3: 3,716 shares; 2025Q4: 3,735 shares; 2026Q1: 4,259 shares; 2026Q2: 3,817 shares 3,817 $392K 0.1% -442 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: 2,749 shares 2,749 $384K 0.09% new Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,627 shares 2,627 $376K 0.09% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,184 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 159,427 shares; 2025Q3: 165,461 shares; 2025Q4: 175,673 shares; 2026Q1: 187,003 shares; 2026Q2: 7,344 shares 7,344 $356K 0.09% -179,659 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,304 shares; 2025Q3: 2,304 shares; 2025Q4: 2,304 shares; 2026Q1: 2,304 shares; 2026Q2: 2,304 shares 2,304 $351K 0.09% 0 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: 826 shares; 2024Q4: 826 shares; 2025Q1: 829 shares; 2025Q2: 869 shares; 2025Q3: 869 shares; 2025Q4: 869 shares; 2026Q1: 914 shares; 2026Q2: 907 shares 907 $351K 0.09% -7 Timeline RWL 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: 2,730 shares; 2024Q4: 2,718 shares; 2025Q1: 2,724 shares; 2025Q2: 2,724 shares; 2025Q3: 2,730 shares; 2025Q4: 2,704 shares; 2026Q1: 2,693 shares; 2026Q2: 2,698 shares 2,698 $345K 0.08% +5 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: not reported; 2024Q4: not reported; 2025Q1: 8,525 shares; 2025Q2: 8,777 shares; 2025Q3: 8,877 shares; 2025Q4: 15,876 shares; 2026Q1: 16,555 shares; 2026Q2: 16,557 shares 16,557 $343K 0.08% +2 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,230 shares; 2025Q3: 2,126 shares; 2025Q4: 1,471 shares; 2026Q1: 1,641 shares; 2026Q2: 2,926 shares 2,926 $341K 0.08% +1,285 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,635 shares; 2024Q4: 1,635 shares; 2025Q1: 1,635 shares; 2025Q2: 1,673 shares; 2025Q3: 1,673 shares; 2025Q4: 1,673 shares; 2026Q1: 1,673 shares; 2026Q2: 1,673 shares 1,673 $336K 0.08% 0 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: 3,364 shares; 2024Q4: 3,314 shares; 2025Q1: 3,306 shares; 2025Q2: 2,876 shares; 2025Q3: 2,866 shares; 2025Q4: 2,866 shares; 2026Q1: 2,816 shares; 2026Q2: 2,737 shares 2,737 $329K 0.08% -79 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,892 shares; 2024Q4: 6,892 shares; 2025Q1: 6,892 shares; 2025Q2: 6,892 shares; 2025Q3: 7,157 shares; 2025Q4: 7,157 shares; 2026Q1: 6,892 shares; 2026Q2: 6,874 shares 6,874 $327K 0.08% -18 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,154 shares; 2024Q4: 3,155 shares; 2025Q1: 3,153 shares; 2025Q2: 3,330 shares; 2025Q3: 3,331 shares; 2025Q4: 3,365 shares; 2026Q1: 3,367 shares; 2026Q2: 3,505 shares 3,505 $318K 0.08% +138 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & 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: not reported; 2025Q4: 2,045 shares; 2026Q1: 2,045 shares; 2026Q2: 2,045 shares 2,045 $309K 0.08% 0 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: 1,210 shares; 2024Q4: 1,219 shares; 2025Q1: 1,216 shares; 2025Q2: 1,363 shares; 2025Q3: 1,369 shares; 2025Q4: 1,363 shares; 2026Q1: 1,363 shares; 2026Q2: 1,363 shares 1,363 $301K 0.07% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,526 shares; 2024Q4: not reported; 2025Q1: 3,046 shares; 2025Q2: 2,192 shares; 2025Q3: 2,181 shares; 2025Q4: 2,219 shares; 2026Q1: 2,219 shares; 2026Q2: 2,563 shares 2,563 $300K 0.07% +344 Timeline WWD WOODWARD INC More: the full row for WOODWARD 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: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $298K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,101 shares; 2025Q3: 6,311 shares; 2025Q4: 6,311 shares; 2026Q1: 6,311 shares; 2026Q2: 6,101 shares 6,101 $297K 0.07% -210 Timeline FVD 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: 6,127 shares; 2025Q3: 6,127 shares; 2025Q4: 6,127 shares; 2026Q1: 6,127 shares; 2026Q2: 6,127 shares 6,127 $295K 0.07% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,709 shares; 2024Q4: 20,292 shares; 2025Q1: 20,471 shares; 2025Q2: 19,978 shares; 2025Q3: 20,126 shares; 2025Q4: 20,457 shares; 2026Q1: 20,769 shares; 2026Q2: 20,875 shares 20,875 $290K 0.07% +106 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: 6,398 shares; 2024Q4: 8,399 shares; 2025Q1: 8,000 shares; 2025Q2: 1,851 shares; 2025Q3: 1,932 shares; 2025Q4: 1,645 shares; 2026Q1: 1,852 shares; 2026Q2: 1,726 shares 1,726 $286K 0.07% -126 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: not reported; 2024Q4: 1,917 shares; 2025Q1: not reported; 2025Q2: 1,834 shares; 2025Q3: 1,766 shares; 2025Q4: 1,741 shares; 2026Q1: 1,940 shares; 2026Q2: 1,912 shares 1,912 $284K 0.07% -28 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,535 shares; 2024Q4: 7,535 shares; 2025Q1: 6,848 shares; 2025Q2: 6,848 shares; 2025Q3: 6,946 shares; 2025Q4: 7,100 shares; 2026Q1: 6,848 shares; 2026Q2: 6,848 shares 6,848 $283K 0.07% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,791 shares; 2024Q4: 3,791 shares; 2025Q1: 3,791 shares; 2025Q2: not reported; 2025Q3: 3,791 shares; 2025Q4: 3,791 shares; 2026Q1: 3,791 shares; 2026Q2: 3,791 shares 3,791 $282K 0.07% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,377 shares; 2024Q4: 2,377 shares; 2025Q1: 2,370 shares; 2025Q2: 2,539 shares; 2025Q3: 2,389 shares; 2025Q4: 2,370 shares; 2026Q1: 2,370 shares; 2026Q2: 2,370 shares 2,370 $277K 0.07% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN 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: 3,471 shares; 2026Q2: 4,319 shares 4,319 $272K 0.07% +848 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 507 shares 507 $265K 0.06% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,935 shares 4,935 $264K 0.06% new 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: 654 shares; 2026Q1: not reported; 2026Q2: 735 shares 735 $260K 0.06% 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: 2,474 shares; 2024Q4: 2,525 shares; 2025Q1: not reported; 2025Q2: 2,387 shares; 2025Q3: 2,389 shares; 2025Q4: 2,388 shares; 2026Q1: 2,389 shares; 2026Q2: 2,264 shares 2,264 $250K 0.06% -125 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,246 shares; 2025Q4: 3,237 shares; 2026Q1: 3,354 shares; 2026Q2: 3,300 shares 3,300 $249K 0.06% -54 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,305 shares; 2025Q3: 18,305 shares; 2025Q4: 18,305 shares; 2026Q1: 18,305 shares; 2026Q2: 18,305 shares 18,305 $246K 0.06% 0 Timeline PULS 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: not reported; 2026Q2: 4,963 shares 4,963 $246K 0.06% new 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: not reported; 2025Q3: not reported; 2025Q4: 1,853 shares; 2026Q1: 1,810 shares; 2026Q2: 1,810 shares 1,810 $245K 0.06% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,855 shares; 2024Q4: 10,855 shares; 2025Q1: 10,855 shares; 2025Q2: 10,855 shares; 2025Q3: 6,024 shares; 2025Q4: 6,024 shares; 2026Q1: 6,024 shares; 2026Q2: 6,024 shares 6,024 $245K 0.06% 0 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: 4,869 shares; 2024Q4: 5,201 shares; 2025Q1: 4,785 shares; 2025Q2: 4,834 shares; 2025Q3: 4,935 shares; 2025Q4: 6,544 shares; 2026Q1: 5,771 shares; 2026Q2: 5,773 shares 5,773 $244K 0.06% +2 Timeline IWLG NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE 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: 17,656 shares 17,656 $238K 0.06% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 659 shares; 2024Q4: 659 shares; 2025Q1: 659 shares; 2025Q2: 743 shares; 2025Q3: 743 shares; 2025Q4: 756 shares; 2026Q1: 735 shares; 2026Q2: 754 shares 754 $237K 0.06% +19 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES 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: 2,875 shares 2,875 $233K 0.06% new 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: 1,346 shares 1,346 $230K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 944 shares 944 $229K 0.06% new Timeline ROM PROSHARES TR More: the full row for PROSHARES 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: 1,458 shares 1,458 $226K 0.05% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH 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: 952 shares; 2026Q2: 952 shares 952 $226K 0.05% 0 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: not reported; 2026Q2: 191 shares 191 $224K 0.05% new Timeline SUSC 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: 8,786 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,580 shares 9,580 $222K 0.05% new Timeline HYMB 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: 11,361 shares; 2024Q4: 14,437 shares; 2025Q1: 15,873 shares; 2025Q2: 15,146 shares; 2025Q3: 13,728 shares; 2025Q4: 12,799 shares; 2026Q1: 10,421 shares; 2026Q2: 8,603 shares 8,603 $219K 0.05% -1,818 Timeline FLEX FLEX LTD More: the full row for FLEX LTD 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: 1,307 shares 1,307 $212K 0.05% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 615 shares 615 $208K 0.05% new 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: 618 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 608 shares; 2025Q3: 660 shares; 2025Q4: 694 shares; 2026Q1: 655 shares; 2026Q2: 579 shares 579 $204K 0.05% -76 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: 9,723 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,673 shares; 2025Q4: 1,664 shares; 2026Q1: not reported; 2026Q2: 1,576 shares 1,576 $201K 0.05% new Timeline DMAR 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: not reported; 2026Q1: not reported; 2026Q2: 4,501 shares 4,501 $201K 0.05% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,712 shares; 2024Q4: 1,702 shares; 2025Q1: 1,688 shares; 2025Q2: 1,593 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,056 shares 1,056 $201K 0.05% new Timeline INVE INVE TECHNOLOGIES INC More: the full row for INVE 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: 10,000 shares 10,000 $25.2K 0.01% new Timeline OPTT OCEAN PWR TECHNOLOGIES INC More: the full row for OCEAN PWR 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: 13,000 shares 13,000 $3.41K <0.01% new Timeline