BILS 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: 83,634 shares; 2024Q4: 92,480 shares; 2025Q1: 116,686 shares; 2025Q2: 121,631 shares; 2025Q3: 124,150 shares; 2025Q4: 145,926 shares; 2026Q1: 174,529 shares; 2026Q2: 210,314 shares 210,314 $20.9M 9.54% +35,785 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,223 shares; 2024Q4: 34,361 shares; 2025Q1: 33,164 shares; 2025Q2: 33,708 shares; 2025Q3: 33,656 shares; 2025Q4: 32,958 shares; 2026Q1: 32,542 shares; 2026Q2: 170,865 shares 170,865 $14.7M 6.72% +138,323 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 359,859 shares; 2024Q4: 370,540 shares; 2025Q1: 396,097 shares; 2025Q2: 409,575 shares; 2025Q3: 340,749 shares; 2025Q4: 340,132 shares; 2026Q1: 317,208 shares; 2026Q2: 320,611 shares 320,611 $14.7M 6.69% +3,403 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: 93,863 shares; 2024Q4: 95,582 shares; 2025Q1: 97,869 shares; 2025Q2: 101,059 shares; 2025Q3: 101,581 shares; 2025Q4: 99,016 shares; 2026Q1: 98,028 shares; 2026Q2: 96,677 shares 96,677 $13.3M 6.07% -1,351 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,583 shares; 2024Q4: 193,810 shares; 2025Q1: 212,130 shares; 2025Q2: 144,295 shares; 2025Q3: 138,118 shares; 2025Q4: 135,073 shares; 2026Q1: 93,223 shares; 2026Q2: 77,927 shares 77,927 $11.1M 5.05% -15,296 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 76,723 shares; 2025Q3: 91,382 shares; 2025Q4: 91,395 shares; 2026Q1: 184,663 shares; 2026Q2: 196,468 shares 196,468 $10M 4.57% +11,805 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: 24,350 shares; 2024Q4: 26,088 shares; 2025Q1: 29,873 shares; 2025Q2: 29,473 shares; 2025Q3: 29,711 shares; 2025Q4: 29,876 shares; 2026Q1: 28,672 shares; 2026Q2: 113,473 shares 113,473 $9.14M 4.17% +84,801 Timeline RZG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 29,328 shares; 2025Q1: 29,663 shares; 2025Q2: 21,767 shares; 2025Q3: 23,036 shares; 2025Q4: 72,604 shares; 2026Q1: 84,834 shares; 2026Q2: 84,996 shares 84,996 $6.18M 2.82% +162 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,488 shares; 2024Q4: 91,721 shares; 2025Q1: 91,143 shares; 2025Q2: 98,160 shares; 2025Q3: 98,445 shares; 2025Q4: 95,726 shares; 2026Q1: 92,773 shares; 2026Q2: 93,820 shares 93,820 $5.7M 2.6% +1,047 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: 2,537 shares; 2024Q4: 10,446 shares; 2025Q1: 10,301 shares; 2025Q2: 10,293 shares; 2025Q3: 10,301 shares; 2025Q4: 10,301 shares; 2026Q1: 10,590 shares; 2026Q2: 10,133 shares 10,133 $5.07M 2.31% -457 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,187 shares; 2024Q4: 133,968 shares; 2025Q1: 129,559 shares; 2025Q2: 129,770 shares; 2025Q3: 129,844 shares; 2025Q4: 113,756 shares; 2026Q1: 111,307 shares; 2026Q2: 112,257 shares 112,257 $4.6M 2.1% +950 Timeline BINV 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,894 shares; 2025Q4: 96,739 shares; 2026Q1: 99,082 shares; 2026Q2: 106,501 shares 106,501 $4.47M 2.04% +7,419 Timeline JSML 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: 45,274 shares; 2026Q1: 44,772 shares; 2026Q2: 45,706 shares 45,706 $4.25M 1.94% +934 Timeline PWV 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: 50,690 shares; 2024Q4: 50,950 shares; 2025Q1: 51,299 shares; 2025Q2: 51,664 shares; 2025Q3: 51,896 shares; 2025Q4: 52,109 shares; 2026Q1: 52,364 shares; 2026Q2: 52,645 shares 52,645 $3.99M 1.82% +281 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,824 shares; 2024Q4: 4,901 shares; 2025Q1: 3,838 shares; 2025Q2: 3,845 shares; 2025Q3: 3,852 shares; 2025Q4: 27,403 shares; 2026Q1: 40,634 shares; 2026Q2: 40,541 shares 40,541 $3.99M 1.82% -93 Timeline DIVG 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: 102,380 shares; 2025Q3: 102,867 shares; 2025Q4: 107,758 shares; 2026Q1: 105,576 shares; 2026Q2: 105,013 shares 105,013 $3.81M 1.74% -563 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: 9,139 shares; 2024Q4: 16,462 shares; 2025Q1: 20,214 shares; 2025Q2: 20,207 shares; 2025Q3: 20,293 shares; 2025Q4: 12,677 shares; 2026Q1: 12,732 shares; 2026Q2: 12,510 shares 12,510 $3.79M 1.73% -222 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,549 shares; 2024Q4: 40,935 shares; 2025Q1: 45,599 shares; 2025Q2: 42,575 shares; 2025Q3: 43,071 shares; 2025Q4: 44,638 shares; 2026Q1: 44,899 shares; 2026Q2: 44,288 shares 44,288 $3.46M 1.58% -611 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: 12,952 shares; 2024Q4: 15,534 shares; 2025Q1: 15,835 shares; 2025Q2: 23,881 shares; 2025Q3: 25,197 shares; 2025Q4: 26,886 shares; 2026Q1: 28,405 shares; 2026Q2: 29,064 shares 29,064 $3.42M 1.56% +659 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: 20,607 shares; 2026Q1: 24,648 shares; 2026Q2: 31,626 shares 31,626 $3.18M 1.45% +6,978 Timeline VFH 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: 13,597 shares; 2025Q2: 19,783 shares; 2025Q3: 19,890 shares; 2025Q4: 20,074 shares; 2026Q1: 20,026 shares; 2026Q2: 22,626 shares 22,626 $2.98M 1.36% +2,600 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,594 shares; 2025Q1: 22,397 shares; 2025Q2: 23,207 shares; 2025Q3: 23,213 shares; 2025Q4: 23,845 shares; 2026Q1: 23,899 shares; 2026Q2: 23,610 shares 23,610 $2.67M 1.22% -289 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: 3,906 shares; 2024Q4: 3,182 shares; 2025Q1: 3,024 shares; 2025Q2: 3,024 shares; 2025Q3: 3,033 shares; 2025Q4: 3,015 shares; 2026Q1: 2,906 shares; 2026Q2: 3,741 shares 3,741 $2.57M 1.17% +835 Timeline RJVI CARILLON SER TR More: the full row for CARILLON SER 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: 99,039 shares; 2026Q1: 96,619 shares; 2026Q2: 96,893 shares 96,893 $2.43M 1.11% +274 Timeline FSML FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 72,025 shares 72,025 $2.23M 1.02% new 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: 5,585 shares; 2024Q4: 5,627 shares; 2025Q1: 6,001 shares; 2025Q2: 6,008 shares; 2025Q3: 5,931 shares; 2025Q4: 5,973 shares; 2026Q1: 6,162 shares; 2026Q2: 5,897 shares 5,897 $2.11M 0.96% -265 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: 7,799 shares; 2024Q4: 7,902 shares; 2025Q1: 7,958 shares; 2025Q2: 7,944 shares; 2025Q3: 7,652 shares; 2025Q4: 7,642 shares; 2026Q1: 7,019 shares; 2026Q2: 7,069 shares 7,069 $2.05M 0.93% +50 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: 11,944 shares; 2024Q4: 11,249 shares; 2025Q1: 11,252 shares; 2025Q2: 10,232 shares; 2025Q3: 10,238 shares; 2025Q4: 10,239 shares; 2026Q1: 10,242 shares; 2026Q2: 10,243 shares 10,243 $1.98M 0.91% +1 Timeline SHM 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: 46,496 shares; 2024Q4: 49,318 shares; 2025Q1: 77,203 shares; 2025Q2: 45,451 shares; 2025Q3: 46,305 shares; 2025Q4: 44,073 shares; 2026Q1: 51,062 shares; 2026Q2: 41,058 shares 41,058 $1.97M 0.9% -10,004 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: 9,158 shares; 2024Q4: 5,593 shares; 2025Q1: 5,367 shares; 2025Q2: 5,376 shares; 2025Q3: 5,396 shares; 2025Q4: 10,807 shares; 2026Q1: 10,794 shares; 2026Q2: 10,254 shares 10,254 $1.95M 0.89% -540 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: 12,569 shares; 2024Q4: 12,390 shares; 2025Q1: 12,298 shares; 2025Q2: 12,322 shares; 2025Q3: 11,900 shares; 2025Q4: 11,881 shares; 2026Q1: 11,230 shares; 2026Q2: 9,597 shares 9,597 $1.92M 0.88% -1,633 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,173 shares; 2025Q3: 11,207 shares; 2025Q4: 13,135 shares; 2026Q1: 20,998 shares; 2026Q2: 21,043 shares 21,043 $1.9M 0.87% +45 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,405 shares; 2024Q4: 38,047 shares; 2025Q1: 38,014 shares; 2025Q2: 37,499 shares; 2025Q3: 38,239 shares; 2025Q4: 39,210 shares; 2026Q1: 38,688 shares; 2026Q2: 39,107 shares 39,107 $1.89M 0.86% +419 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,884 shares; 2024Q4: 16,722 shares; 2025Q1: 17,402 shares; 2025Q2: 17,404 shares; 2025Q3: 17,479 shares; 2025Q4: 17,312 shares; 2026Q1: 17,933 shares; 2026Q2: 17,143 shares 17,143 $1.65M 0.75% -790 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,760 shares; 2026Q1: 31,497 shares; 2026Q2: 32,676 shares 32,676 $1.48M 0.68% +1,179 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,257 shares; 2025Q1: 4,724 shares; 2025Q2: 4,742 shares; 2025Q3: 4,753 shares; 2025Q4: 4,762 shares; 2026Q1: 3,426 shares; 2026Q2: 3,392 shares 3,392 $1.47M 0.67% -34 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,148 shares 12,148 $1.38M 0.63% new 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: 1,995 shares; 2024Q4: 1,977 shares; 2025Q1: 1,944 shares; 2025Q2: 1,955 shares; 2025Q3: 1,965 shares; 2025Q4: 1,974 shares; 2026Q1: 1,982 shares; 2026Q2: 4,024 shares 4,024 $1.32M 0.6% +2,042 Timeline DINT DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL 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: 17,570 shares; 2025Q4: 24,924 shares; 2026Q1: 39,279 shares; 2026Q2: 45,347 shares 45,347 $1.29M 0.59% +6,068 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: 2,121 shares; 2025Q2: 2,128 shares; 2025Q3: 2,133 shares; 2025Q4: 2,138 shares; 2026Q1: 3,504 shares; 2026Q2: 3,685 shares 3,685 $1.25M 0.57% +181 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: 863 shares; 2024Q4: 4,702 shares; 2025Q1: 5,011 shares; 2025Q2: 5,011 shares; 2025Q3: 5,011 shares; 2025Q4: 5,011 shares; 2026Q1: 4,878 shares; 2026Q2: 5,179 shares 5,179 $1.23M 0.56% +301 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,122 shares; 2024Q4: 3,004 shares; 2025Q1: 3,266 shares; 2025Q2: 3,278 shares; 2025Q3: 3,272 shares; 2025Q4: 3,279 shares; 2026Q1: 2,326 shares; 2026Q2: 2,475 shares 2,475 $1.18M 0.54% +149 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,032 shares; 2026Q1: 9,394 shares; 2026Q2: 18,852 shares 18,852 $1.11M 0.51% +9,458 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 925 shares; 2024Q4: 929 shares; 2025Q1: 1,017 shares; 2025Q2: 1,022 shares; 2025Q3: 1,035 shares; 2025Q4: 1,040 shares; 2026Q1: 996 shares; 2026Q2: 1,092 shares 1,092 $1.1M 0.5% +96 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: 2,172 shares; 2024Q4: 2,115 shares; 2025Q1: 1,984 shares; 2025Q2: 1,990 shares; 2025Q3: 1,895 shares; 2025Q4: 1,899 shares; 2026Q1: 1,720 shares; 2026Q2: 2,927 shares 2,927 $1.09M 0.5% +1,207 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: 5,291 shares; 2024Q4: 4,621 shares; 2025Q1: 4,858 shares; 2025Q2: 4,390 shares; 2025Q3: 3,101 shares; 2025Q4: 2,657 shares; 2026Q1: 2,728 shares; 2026Q2: 2,789 shares 2,789 $1.05M 0.48% +61 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,797 shares; 2024Q4: 4,506 shares; 2025Q1: 3,908 shares; 2025Q2: 3,695 shares; 2025Q3: 3,710 shares; 2025Q4: 6,550 shares; 2026Q1: 6,576 shares; 2026Q2: 6,603 shares 6,603 $1.05M 0.48% +27 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,063 shares; 2024Q4: 3,060 shares; 2025Q1: 3,351 shares; 2025Q2: 3,352 shares; 2025Q3: 3,353 shares; 2025Q4: 3,355 shares; 2026Q1: 2,777 shares; 2026Q2: 2,821 shares 2,821 $945K 0.43% +44 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: 28,452 shares; 2024Q4: 5,780 shares; 2025Q1: 5,265 shares; 2025Q2: 6,269 shares; 2025Q3: 6,291 shares; 2025Q4: 6,317 shares; 2026Q1: 6,317 shares; 2026Q2: 6,334 shares 6,334 $939K 0.43% +17 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: 4,045 shares; 2026Q2: 4,469 shares 4,469 $902K 0.41% +424 Timeline RJMI CARILLON SER TR More: the full row for CARILLON SER 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: 31,750 shares; 2026Q1: 34,287 shares; 2026Q2: 34,566 shares 34,566 $890K 0.41% +279 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,515 shares; 2024Q4: 2,605 shares; 2025Q1: 2,981 shares; 2025Q2: 2,991 shares; 2025Q3: 3,000 shares; 2025Q4: 3,009 shares; 2026Q1: 3,471 shares; 2026Q2: 3,635 shares 3,635 $882K 0.4% +164 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,579 shares; 2024Q4: 10,085 shares; 2025Q1: 9,456 shares; 2025Q2: 9,502 shares; 2025Q3: 9,541 shares; 2025Q4: 9,596 shares; 2026Q1: 9,620 shares; 2026Q2: 9,658 shares 9,658 $868K 0.4% +38 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,822 shares; 2025Q1: 8,996 shares; 2025Q2: 11,272 shares; 2025Q3: 11,329 shares; 2025Q4: 10,384 shares; 2026Q1: 10,234 shares; 2026Q2: 10,227 shares 10,227 $766K 0.35% -7 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 786 shares; 2024Q4: 1,562 shares; 2025Q1: 1,735 shares; 2025Q2: 1,740 shares; 2025Q3: 1,740 shares; 2025Q4: 1,740 shares; 2026Q1: 2,015 shares; 2026Q2: 2,183 shares 2,183 $744K 0.34% +168 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,967 shares; 2025Q2: 10,870 shares; 2025Q3: 10,946 shares; 2025Q4: 10,607 shares; 2026Q1: 9,045 shares; 2026Q2: 8,605 shares 8,605 $699K 0.32% -440 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: 1,179 shares; 2025Q3: 1,172 shares; 2025Q4: 1,179 shares; 2026Q1: 2,394 shares; 2026Q2: 2,548 shares 2,548 $693K 0.32% +154 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,622 shares; 2024Q4: 7,440 shares; 2025Q1: 8,368 shares; 2025Q2: 8,396 shares; 2025Q3: 8,416 shares; 2025Q4: 8,396 shares; 2026Q1: 8,197 shares; 2026Q2: 9,127 shares 9,127 $659K 0.3% +930 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 322 shares; 2025Q2: 322 shares; 2025Q3: 324 shares; 2025Q4: 324 shares; 2026Q1: 323 shares; 2026Q2: 318 shares 318 $633K 0.29% -5 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,170 shares; 2025Q2: 1,171 shares; 2025Q3: 1,172 shares; 2025Q4: 1,173 shares; 2026Q1: 958 shares; 2026Q2: 998 shares 998 $615K 0.28% +40 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,846 shares; 2024Q4: 2,920 shares; 2025Q1: 3,332 shares; 2025Q2: 3,352 shares; 2025Q3: 3,372 shares; 2025Q4: 3,395 shares; 2026Q1: 5,530 shares; 2026Q2: 6,310 shares 6,310 $598K 0.27% +780 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,776 shares; 2024Q4: 3,870 shares; 2025Q1: 4,360 shares; 2025Q2: 2,964 shares; 2025Q3: 2,989 shares; 2025Q4: 3,013 shares; 2026Q1: 3,763 shares; 2026Q2: 4,064 shares 4,064 $556K 0.25% +301 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: 1,537 shares; 2024Q4: 1,443 shares; 2025Q1: 2,244 shares; 2025Q2: 1,574 shares; 2025Q3: 1,580 shares; 2025Q4: 1,585 shares; 2026Q1: 1,592 shares; 2026Q2: 1,535 shares 1,535 $553K 0.25% -57 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,444 shares; 2024Q4: 12,407 shares; 2025Q1: 12,364 shares; 2025Q2: 12,652 shares; 2025Q3: 12,729 shares; 2025Q4: 12,975 shares; 2026Q1: 13,104 shares; 2026Q2: 12,944 shares 12,944 $536K 0.24% -160 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,056 shares; 2024Q4: 2,197 shares; 2025Q1: 2,382 shares; 2025Q2: 2,382 shares; 2025Q3: 2,382 shares; 2025Q4: 2,382 shares; 2026Q1: 2,251 shares; 2026Q2: 2,501 shares 2,501 $523K 0.24% +250 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,662 shares; 2024Q4: 5,174 shares; 2025Q1: 4,839 shares; 2025Q2: 4,913 shares; 2025Q3: 5,194 shares; 2025Q4: 4,714 shares; 2026Q1: 4,865 shares; 2026Q2: 5,758 shares 5,758 $521K 0.24% +893 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,009 shares; 2026Q1: 4,446 shares; 2026Q2: 4,577 shares 4,577 $512K 0.23% +131 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,735 shares; 2024Q4: 3,664 shares; 2025Q1: 3,922 shares; 2025Q2: 3,926 shares; 2025Q3: 3,929 shares; 2025Q4: not reported; 2026Q1: 3,245 shares; 2026Q2: 1,704 shares 1,704 $508K 0.23% -1,541 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,277 shares; 2026Q2: 1,651 shares 1,651 $506K 0.23% +374 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,167 shares; 2026Q2: 3,483 shares 3,483 $489K 0.22% +316 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,108 shares; 2024Q4: 4,775 shares; 2025Q1: 5,768 shares; 2025Q2: 5,691 shares; 2025Q3: 5,797 shares; 2025Q4: 5,964 shares; 2026Q1: 5,289 shares; 2026Q2: 5,880 shares 5,880 $483K 0.22% +591 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,380 shares; 2024Q4: 4,192 shares; 2025Q1: 4,512 shares; 2025Q2: 4,535 shares; 2025Q3: 4,546 shares; 2025Q4: 4,546 shares; 2026Q1: 3,976 shares; 2026Q2: 4,210 shares 4,210 $477K 0.22% +234 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,087 shares; 2025Q3: 5,087 shares; 2025Q4: 5,087 shares; 2026Q1: 5,087 shares; 2026Q2: 5,087 shares 5,087 $446K 0.2% 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: 3,522 shares; 2024Q4: 3,223 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,565 shares; 2025Q4: 2,437 shares; 2026Q1: 2,437 shares; 2026Q2: 2,624 shares 2,624 $442K 0.2% +187 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,689 shares; 2024Q4: 2,696 shares; 2025Q1: 3,012 shares; 2025Q2: 2,978 shares; 2025Q3: 2,248 shares; 2025Q4: 2,260 shares; 2026Q1: 2,390 shares; 2026Q2: 2,552 shares 2,552 $428K 0.2% +162 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 18,043 shares; 2026Q2: 18,167 shares 18,167 $428K 0.2% +124 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,053 shares; 2024Q4: 905 shares; 2025Q1: 634 shares; 2025Q2: 636 shares; 2025Q3: 638 shares; 2025Q4: 641 shares; 2026Q1: 641 shares; 2026Q2: 642 shares 642 $407K 0.19% +1 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 781 shares; 2024Q4: 809 shares; 2025Q1: 931 shares; 2025Q2: 933 shares; 2025Q3: 935 shares; 2025Q4: 936 shares; 2026Q1: 953 shares; 2026Q2: 1,030 shares 1,030 $402K 0.18% +77 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,591 shares; 2025Q3: 1,591 shares; 2025Q4: 1,592 shares; 2026Q1: 1,395 shares; 2026Q2: 1,492 shares 1,492 $371K 0.17% +97 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 832 shares; 2024Q4: 834 shares; 2025Q1: 725 shares; 2025Q2: 727 shares; 2025Q3: 731 shares; 2025Q4: 732 shares; 2026Q1: 731 shares; 2026Q2: 733 shares 733 $360K 0.16% +2 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,472 shares; 2024Q4: 3,424 shares; 2025Q1: 3,737 shares; 2025Q2: 3,742 shares; 2025Q3: 3,775 shares; 2025Q4: 3,770 shares; 2026Q1: 3,794 shares; 2026Q2: 7,985 shares 7,985 $341K 0.16% +4,191 Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 9,132 shares; 2025Q4: 9,132 shares; 2026Q1: 9,132 shares; 2026Q2: 9,132 shares 9,132 $314K 0.14% 0 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,240 shares; 2024Q4: 4,253 shares; 2025Q1: 4,562 shares; 2025Q2: 4,575 shares; 2025Q3: 4,586 shares; 2025Q4: 4,598 shares; 2026Q1: 5,046 shares; 2026Q2: 5,974 shares 5,974 $305K 0.14% +928 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: 550 shares; 2024Q4: 550 shares; 2025Q1: 515 shares; 2025Q2: 507 shares; 2025Q3: 526 shares; 2025Q4: 507 shares; 2026Q1: 511 shares; 2026Q2: 506 shares 506 $285K 0.13% -5 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 385 shares 385 $278K 0.13% new Timeline SMMU 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: not reported; 2026Q1: 5,339 shares; 2026Q2: 5,377 shares 5,377 $272K 0.12% +38 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: 747 shares; 2026Q1: 747 shares; 2026Q2: 747 shares 747 $264K 0.12% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 956 shares; 2024Q4: 957 shares; 2025Q1: 954 shares; 2025Q2: 945 shares; 2025Q3: 946 shares; 2025Q4: 948 shares; 2026Q1: 957 shares; 2026Q2: 952 shares 952 $248K 0.11% -5 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: 1,492 shares; 2024Q4: 1,478 shares; 2025Q1: 1,441 shares; 2025Q2: 1,450 shares; 2025Q3: 1,460 shares; 2025Q4: 1,435 shares; 2026Q1: 1,433 shares; 2026Q2: 1,442 shares 1,442 $212K 0.1% +9 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,270 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,764 shares 2,764 $208K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,556 shares; 2026Q2: 1,566 shares 1,566 $203K 0.09% +10 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: 573 shares 573 $203K 0.09% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,779 shares 3,779 $203K 0.09% new Timeline