SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 821,403 shares; 2024Q4: 798,881 shares; 2025Q1: 739,218 shares; 2025Q2: 414,348 shares; 2025Q3: 411,365 shares; 2025Q4: 423,839 shares; 2026Q1: 534,801 shares; 2026Q2: 868,783 shares 868,783 $76.3M 10.03% +333,982 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,025,707 shares; 2024Q4: 897,293 shares; 2025Q1: 873,600 shares; 2025Q2: 674,297 shares; 2025Q3: 546,080 shares; 2025Q4: 560,025 shares; 2026Q1: 570,855 shares; 2026Q2: 940,182 shares 940,182 $43.2M 5.68% +369,327 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 641,302 shares; 2024Q4: 640,080 shares; 2025Q1: 648,713 shares; 2025Q2: 609,461 shares; 2025Q3: 702,295 shares; 2025Q4: 724,419 shares; 2026Q1: 631,415 shares; 2026Q2: 631,465 shares 631,465 $42.6M 5.61% +50 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: 301,889 shares; 2024Q4: 283,704 shares; 2025Q1: 288,914 shares; 2025Q2: 255,430 shares; 2025Q3: 248,839 shares; 2025Q4: 252,079 shares; 2026Q1: 262,431 shares; 2026Q2: 261,956 shares 261,956 $35.9M 4.72% -475 Timeline SCHZ 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: 706,414 shares; 2024Q4: 1,528,884 shares; 2025Q1: 1,488,509 shares; 2025Q2: 1,387,242 shares; 2025Q3: 1,413,028 shares; 2025Q4: 1,389,168 shares; 2026Q1: 1,421,006 shares; 2026Q2: 1,474,760 shares 1,474,760 $34M 4.47% +53,754 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,417 shares; 2024Q4: 70,608 shares; 2025Q1: 94,576 shares; 2025Q2: 101,626 shares; 2025Q3: 105,994 shares; 2025Q4: 150,083 shares; 2026Q1: 155,140 shares; 2026Q2: 131,689 shares 131,689 $30M 3.95% -23,451 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: not reported; 2025Q4: not reported; 2026Q1: 743,273 shares; 2026Q2: 762,762 shares 762,762 $27.5M 3.62% +19,489 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226,830 shares; 2024Q4: 235,390 shares; 2025Q1: 219,912 shares; 2025Q2: 215,728 shares; 2025Q3: 220,241 shares; 2025Q4: 226,970 shares; 2026Q1: 236,182 shares; 2026Q2: 250,439 shares 250,439 $23.5M 3.1% +14,257 Timeline ACWX 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: 229,400 shares; 2026Q2: 287,888 shares 287,888 $21.6M 2.84% +58,488 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,415 shares; 2024Q4: 76,453 shares; 2025Q1: 67,478 shares; 2025Q2: 59,889 shares; 2025Q3: 58,173 shares; 2025Q4: 57,523 shares; 2026Q1: 58,824 shares; 2026Q2: 69,778 shares 69,778 $20.1M 2.64% +10,954 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,351 shares; 2024Q4: 84,384 shares; 2025Q1: 85,049 shares; 2025Q2: 85,602 shares; 2025Q3: 87,835 shares; 2025Q4: 91,579 shares; 2026Q1: 907,504 shares; 2026Q2: 880,067 shares 880,067 $19.9M 2.62% -27,437 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 162,181 shares; 2025Q3: 429,644 shares; 2025Q4: 449,270 shares; 2026Q1: 476,114 shares; 2026Q2: 382,368 shares 382,368 $18.9M 2.49% -93,746 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 576,850 shares 576,850 $16.2M 2.13% new Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 195,497 shares; 2025Q2: 385,027 shares; 2025Q3: 423,601 shares; 2025Q4: 420,045 shares; 2026Q1: 441,933 shares; 2026Q2: 318,296 shares 318,296 $14.4M 1.9% -123,637 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,626 shares; 2024Q4: 127,913 shares; 2025Q1: 119,449 shares; 2025Q2: 117,978 shares; 2025Q3: 117,050 shares; 2025Q4: 132,912 shares; 2026Q1: 131,180 shares; 2026Q2: 133,886 shares 133,886 $14.2M 1.87% +2,706 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: 20,633 shares; 2024Q4: 20,635 shares; 2025Q1: 21,464 shares; 2025Q2: 18,668 shares; 2025Q3: 18,468 shares; 2025Q4: 18,357 shares; 2026Q1: 18,471 shares; 2026Q2: 18,580 shares 18,580 $13.9M 1.83% +109 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: not reported; 2025Q4: not reported; 2026Q1: 263,701 shares; 2026Q2: 275,429 shares 275,429 $13.8M 1.82% +11,728 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: 44,087 shares; 2024Q4: 42,639 shares; 2025Q1: 45,059 shares; 2025Q2: 45,787 shares; 2025Q3: 45,863 shares; 2025Q4: 45,390 shares; 2026Q1: 45,965 shares; 2026Q2: 45,621 shares 45,621 $13.4M 1.77% -344 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: 60,589 shares; 2025Q1: 63,541 shares; 2025Q2: 66,581 shares; 2025Q3: 66,653 shares; 2025Q4: 101,438 shares; 2026Q1: 108,755 shares; 2026Q2: 83,232 shares 83,232 $12.9M 1.7% -25,523 Timeline SHLD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,001 shares; 2025Q4: 88,780 shares; 2026Q1: 154,953 shares; 2026Q2: 202,340 shares 202,340 $12.4M 1.63% +47,387 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,298 shares; 2025Q2: 330,879 shares; 2025Q3: 363,374 shares; 2025Q4: 375,335 shares; 2026Q1: 394,481 shares; 2026Q2: 261,595 shares 261,595 $11.2M 1.47% -132,886 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST 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: 194,989 shares 194,989 $9.8M 1.29% new Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY 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: 64,896 shares; 2025Q4: 123,350 shares; 2026Q1: 155,309 shares; 2026Q2: 94,053 shares 94,053 $8.8M 1.16% -61,256 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: 17,222 shares; 2024Q4: 17,319 shares; 2025Q1: 17,097 shares; 2025Q2: 17,381 shares; 2025Q3: 17,455 shares; 2025Q4: 2,102 shares; 2026Q1: 17,580 shares; 2026Q2: 17,584 shares 17,584 $7.48M 0.98% +4 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,969 shares; 2024Q4: 185,120 shares; 2025Q1: 199,531 shares; 2025Q2: 208,285 shares; 2025Q3: 188,664 shares; 2025Q4: 113,548 shares; 2026Q1: 114,578 shares; 2026Q2: 31,755 shares 31,755 $6.95M 0.91% -82,823 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: 34,969 shares; 2024Q4: 35,265 shares; 2025Q1: 36,707 shares; 2025Q2: 37,792 shares; 2025Q3: 39,405 shares; 2025Q4: 27,986 shares; 2026Q1: 36,067 shares; 2026Q2: 34,590 shares 34,590 $6.83M 0.9% -1,477 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,159 shares; 2024Q4: 186,506 shares; 2025Q1: 114,943 shares; 2025Q2: 129,633 shares; 2025Q3: 131,086 shares; 2025Q4: 132,485 shares; 2026Q1: 134,273 shares; 2026Q2: 65,277 shares 65,277 $5.58M 0.73% -68,996 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,093 shares; 2024Q4: 25,683 shares; 2025Q1: 27,969 shares; 2025Q2: 27,337 shares; 2025Q3: 33,887 shares; 2025Q4: 33,722 shares; 2026Q1: 33,213 shares; 2026Q2: 33,221 shares 33,221 $5.43M 0.71% +8 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: 60,599 shares; 2024Q4: 63,612 shares; 2025Q1: 88,255 shares; 2025Q2: 87,005 shares; 2025Q3: 84,851 shares; 2025Q4: 85,057 shares; 2026Q1: 88,885 shares; 2026Q2: 109,273 shares 109,273 $5.16M 0.68% +20,388 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,531 shares; 2024Q4: 80,674 shares; 2025Q1: 75,307 shares; 2025Q2: 71,468 shares; 2025Q3: 71,845 shares; 2025Q4: 69,633 shares; 2026Q1: 64,578 shares; 2026Q2: 58,722 shares 58,722 $4.71M 0.62% -5,856 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,987 shares; 2024Q4: 7,852 shares; 2025Q1: 13,272 shares; 2025Q2: 20,074 shares; 2025Q3: 25,210 shares; 2025Q4: 24,815 shares; 2026Q1: 12,518 shares; 2026Q2: 12,435 shares 12,435 $4.55M 0.6% -83 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: 89,994 shares; 2024Q4: 84,087 shares; 2025Q1: 84,623 shares; 2025Q2: 80,737 shares; 2025Q3: 18,724 shares; 2025Q4: 18,443 shares; 2026Q1: 17,954 shares; 2026Q2: 17,838 shares 17,838 $4.44M 0.58% -116 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,193 shares; 2024Q4: 8,892 shares; 2025Q1: 8,323 shares; 2025Q2: 10,892 shares; 2025Q3: 10,713 shares; 2025Q4: 14,364 shares; 2026Q1: 14,766 shares; 2026Q2: 13,471 shares 13,471 $4.42M 0.58% -1,295 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 353,028 shares; 2024Q4: 378,488 shares; 2025Q1: 313,023 shares; 2025Q2: 435,067 shares; 2025Q3: 369,213 shares; 2025Q4: 341,264 shares; 2026Q1: 214,929 shares; 2026Q2: 56,348 shares 56,348 $4.3M 0.57% -158,581 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 298,948 shares; 2024Q4: 321,516 shares; 2025Q1: 332,364 shares; 2025Q2: 320,763 shares; 2025Q3: 325,764 shares; 2025Q4: 339,790 shares; 2026Q1: 239,111 shares; 2026Q2: 81,360 shares 81,360 $4.24M 0.56% -157,751 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 51,705 shares; 2025Q1: 98,047 shares; 2025Q2: 74,458 shares; 2025Q3: 114,645 shares; 2025Q4: 115,886 shares; 2026Q1: 39,757 shares; 2026Q2: 47,121 shares 47,121 $3.77M 0.5% +7,364 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: 174,247 shares; 2024Q4: 179,819 shares; 2025Q1: 160,198 shares; 2025Q2: 172,120 shares; 2025Q3: 197,923 shares; 2025Q4: 201,097 shares; 2026Q1: 202,382 shares; 2026Q2: 163,562 shares 163,562 $3.77M 0.5% -38,820 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: 33,117 shares; 2024Q4: 33,294 shares; 2025Q1: 31,293 shares; 2025Q2: 29,797 shares; 2025Q3: 29,871 shares; 2025Q4: 29,382 shares; 2026Q1: 26,769 shares; 2026Q2: 25,928 shares 25,928 $3.69M 0.49% -841 Timeline STIP 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: 25,592 shares; 2025Q3: 28,859 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,278 shares 36,278 $3.67M 0.48% new 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: 21,166 shares; 2024Q4: 21,105 shares; 2025Q1: 21,146 shares; 2025Q2: 21,055 shares; 2025Q3: 21,149 shares; 2025Q4: 21,131 shares; 2026Q1: 21,174 shares; 2026Q2: 20,910 shares 20,910 $3.46M 0.46% -264 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,196 shares; 2024Q4: 98,300 shares; 2025Q1: 150,106 shares; 2025Q2: 307,789 shares; 2025Q3: 307,617 shares; 2025Q4: 325,427 shares; 2026Q1: 57,611 shares; 2026Q2: 42,914 shares 42,914 $3.46M 0.46% -14,697 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: 6,123 shares; 2024Q4: 6,244 shares; 2025Q1: 6,561 shares; 2025Q2: 6,727 shares; 2025Q3: 6,867 shares; 2025Q4: 6,765 shares; 2026Q1: 7,868 shares; 2026Q2: 8,185 shares 8,185 $3.15M 0.41% +317 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: 5,479 shares; 2024Q4: 5,779 shares; 2025Q1: 7,384 shares; 2025Q2: 7,583 shares; 2025Q3: 8,049 shares; 2025Q4: 6,908 shares; 2026Q1: 12,888 shares; 2026Q2: 12,812 shares 12,812 $3.1M 0.41% -76 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: 32,337 shares; 2025Q1: 58,323 shares; 2025Q2: 55,709 shares; 2025Q3: 56,781 shares; 2025Q4: 55,489 shares; 2026Q1: 40,863 shares; 2026Q2: 39,910 shares 39,910 $3.03M 0.4% -953 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,353 shares; 2024Q4: 75,155 shares; 2025Q1: 72,723 shares; 2025Q2: 56,386 shares; 2025Q3: 43,216 shares; 2025Q4: 43,523 shares; 2026Q1: 42,655 shares; 2026Q2: 41,174 shares 41,174 $2.82M 0.37% -1,481 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,049 shares; 2024Q4: 12,792 shares; 2025Q1: 15,965 shares; 2025Q2: 16,030 shares; 2025Q3: 16,140 shares; 2025Q4: 10,851 shares; 2026Q1: 15,010 shares; 2026Q2: 15,031 shares 15,031 $2.65M 0.35% +21 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,659 shares; 2024Q4: 3,060 shares; 2025Q1: 3,016 shares; 2025Q2: 2,937 shares; 2025Q3: 2,929 shares; 2025Q4: 2,785 shares; 2026Q1: 3,702 shares; 2026Q2: 28,030 shares 28,030 $2.64M 0.35% +24,328 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,778 shares; 2025Q3: 20,795 shares; 2025Q4: 28,156 shares; 2026Q1: 65,847 shares; 2026Q2: 53,908 shares 53,908 $2.6M 0.34% -11,939 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: 18,098 shares; 2024Q4: 16,669 shares; 2025Q1: 16,435 shares; 2025Q2: 16,319 shares; 2025Q3: 16,200 shares; 2025Q4: 16,416 shares; 2026Q1: 16,599 shares; 2026Q2: 16,622 shares 16,622 $2.41M 0.32% +23 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: 3,313 shares; 2024Q4: 3,324 shares; 2025Q1: 3,624 shares; 2025Q2: 5,938 shares; 2025Q3: 5,939 shares; 2025Q4: 5,932 shares; 2026Q1: 5,808 shares; 2026Q2: 5,797 shares 5,797 $2.37M 0.31% -11 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: 3,343 shares; 2025Q1: 4,873 shares; 2025Q2: 5,861 shares; 2025Q3: 5,974 shares; 2025Q4: 3,514 shares; 2026Q1: 6,286 shares; 2026Q2: 6,237 shares 6,237 $2.3M 0.3% -49 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: 14,879 shares; 2024Q4: 14,678 shares; 2025Q1: 14,782 shares; 2025Q2: 14,613 shares; 2025Q3: 19,527 shares; 2025Q4: 19,589 shares; 2026Q1: 19,666 shares; 2026Q2: 19,666 shares 19,666 $2.3M 0.3% 0 Timeline SYSB 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: 25,922 shares; 2026Q1: 23,906 shares; 2026Q2: 25,993 shares 25,993 $2.29M 0.3% +2,087 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,845 shares; 2024Q4: 25,106 shares; 2025Q1: 23,049 shares; 2025Q2: 23,117 shares; 2025Q3: 23,710 shares; 2025Q4: 23,340 shares; 2026Q1: 24,274 shares; 2026Q2: 22,947 shares 22,947 $2.29M 0.3% -1,327 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: 5,823 shares; 2024Q4: 15,796 shares; 2025Q1: 15,933 shares; 2025Q2: 15,853 shares; 2025Q3: 16,000 shares; 2025Q4: 15,838 shares; 2026Q1: 15,199 shares; 2026Q2: 15,388 shares 15,388 $2.27M 0.3% +189 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,717 shares; 2024Q4: 209,883 shares; 2025Q1: 188,939 shares; 2025Q2: 36,087 shares; 2025Q3: 24,318 shares; 2025Q4: 24,118 shares; 2026Q1: 23,055 shares; 2026Q2: 22,884 shares 22,884 $2.25M 0.3% -171 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,491 shares; 2024Q4: 14,315 shares; 2025Q1: 13,997 shares; 2025Q2: 13,332 shares; 2025Q3: 13,411 shares; 2025Q4: 13,653 shares; 2026Q1: 13,534 shares; 2026Q2: 13,469 shares 13,469 $2.22M 0.29% -65 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,351 shares; 2024Q4: 45,762 shares; 2025Q1: 48,710 shares; 2025Q2: 49,763 shares; 2025Q3: 50,750 shares; 2025Q4: 47,964 shares; 2026Q1: 51,098 shares; 2026Q2: 51,378 shares 51,378 $2.21M 0.29% +280 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,164 shares; 2024Q4: 19,084 shares; 2025Q1: 19,084 shares; 2025Q2: 19,083 shares; 2025Q3: 19,084 shares; 2025Q4: 18,747 shares; 2026Q1: 18,222 shares; 2026Q2: 18,219 shares 18,219 $2.11M 0.28% -3 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,874 shares; 2024Q4: 1,924 shares; 2025Q1: 1,942 shares; 2025Q2: 1,934 shares; 2025Q3: 1,917 shares; 2025Q4: 1,921 shares; 2026Q1: 1,950 shares; 2026Q2: 1,951 shares 1,951 $1.93M 0.25% +1 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,987 shares; 2024Q4: 38,276 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 73,827 shares 73,827 $1.84M 0.24% new 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: 7,649 shares; 2024Q4: 7,659 shares; 2025Q1: 7,662 shares; 2025Q2: 7,559 shares; 2025Q3: 7,565 shares; 2025Q4: 7,606 shares; 2026Q1: 8,079 shares; 2026Q2: 7,733 shares 7,733 $1.83M 0.24% -346 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,019 shares; 2024Q4: 204,332 shares; 2025Q1: 117,387 shares; 2025Q2: 116,529 shares; 2025Q3: 23,809 shares; 2025Q4: 14,842 shares; 2026Q1: 15,184 shares; 2026Q2: 14,596 shares 14,596 $1.79M 0.24% -588 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: 1,778 shares; 2024Q4: 1,801 shares; 2025Q1: 1,813 shares; 2025Q2: 1,814 shares; 2025Q3: 1,839 shares; 2025Q4: 1,825 shares; 2026Q1: 2,069 shares; 2026Q2: 1,910 shares 1,910 $1.77M 0.23% -159 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: 3,276 shares; 2024Q4: 3,394 shares; 2025Q1: 3,496 shares; 2025Q2: 3,526 shares; 2025Q3: 3,509 shares; 2025Q4: 3,524 shares; 2026Q1: 3,524 shares; 2026Q2: 3,508 shares 3,508 $1.75M 0.23% -16 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,774 shares; 2024Q4: 10,956 shares; 2025Q1: 10,371 shares; 2025Q2: 22,822 shares; 2025Q3: 22,820 shares; 2025Q4: 23,171 shares; 2026Q1: 24,117 shares; 2026Q2: 23,908 shares 23,908 $1.7M 0.22% -209 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,169 shares; 2024Q4: 27,855 shares; 2025Q1: 49,134 shares; 2025Q2: 42,557 shares; 2025Q3: 41,939 shares; 2025Q4: 41,809 shares; 2026Q1: 41,215 shares; 2026Q2: 39,749 shares 39,749 $1.66M 0.22% -1,466 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,045 shares; 2024Q4: 36,059 shares; 2025Q1: 33,808 shares; 2025Q2: 34,357 shares; 2025Q3: 34,964 shares; 2025Q4: 40,998 shares; 2026Q1: 40,089 shares; 2026Q2: 30,678 shares 30,678 $1.63M 0.21% -9,411 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,632 shares; 2024Q4: 7,488 shares; 2025Q1: 7,496 shares; 2025Q2: 7,503 shares; 2025Q3: 7,511 shares; 2025Q4: 6,632 shares; 2026Q1: 7,526 shares; 2026Q2: 7,526 shares 7,526 $1.55M 0.2% 0 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,803 shares; 2024Q4: 38,815 shares; 2025Q1: 38,832 shares; 2025Q2: 38,851 shares; 2025Q3: 38,868 shares; 2025Q4: 38,884 shares; 2026Q1: 38,911 shares; 2026Q2: 38,911 shares 38,911 $1.5M 0.2% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.2% 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: 13,251 shares; 2024Q4: 13,261 shares; 2025Q1: 13,216 shares; 2025Q2: 13,236 shares; 2025Q3: 13,238 shares; 2025Q4: 13,293 shares; 2026Q1: 13,309 shares; 2026Q2: 13,317 shares 13,317 $1.46M 0.19% +8 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: 1,881 shares; 2024Q4: 2,017 shares; 2025Q1: 3,697 shares; 2025Q2: 8,136 shares; 2025Q3: 8,135 shares; 2025Q4: 8,178 shares; 2026Q1: 8,639 shares; 2026Q2: 8,597 shares 8,597 $1.41M 0.19% -42 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: 1,430 shares; 2024Q4: 1,435 shares; 2025Q1: 1,435 shares; 2025Q2: 1,930 shares; 2025Q3: 1,918 shares; 2025Q4: 1,592 shares; 2026Q1: 1,931 shares; 2026Q2: 1,935 shares 1,935 $1.4M 0.18% +4 Timeline EVUS 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: 25,204 shares; 2025Q4: 39,270 shares; 2026Q1: 38,629 shares; 2026Q2: 39,669 shares 39,669 $1.4M 0.18% +1,040 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,970 shares; 2024Q4: 35,387 shares; 2025Q1: 21,935 shares; 2025Q2: 21,038 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,788 shares; 2026Q2: 16,108 shares 16,108 $1.35M 0.18% +320 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 676 shares; 2024Q4: 676 shares; 2025Q1: 676 shares; 2025Q2: 677 shares; 2025Q3: 678 shares; 2025Q4: 679 shares; 2026Q1: 677 shares; 2026Q2: 677 shares 677 $1.3M 0.17% 0 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,948 shares; 2024Q4: 64,311 shares; 2025Q1: 53,879 shares; 2025Q2: 27,840 shares; 2025Q3: 27,457 shares; 2025Q4: 26,005 shares; 2026Q1: 25,639 shares; 2026Q2: 29,544 shares 29,544 $1.29M 0.17% +3,905 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,291 shares; 2024Q4: 7,736 shares; 2025Q1: 10,188 shares; 2025Q2: 11,964 shares; 2025Q3: 11,958 shares; 2025Q4: 11,954 shares; 2026Q1: 12,857 shares; 2026Q2: 12,653 shares 12,653 $1.29M 0.17% -204 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: 1,162 shares; 2024Q4: 1,179 shares; 2025Q1: 1,193 shares; 2025Q2: 1,201 shares; 2025Q3: 1,215 shares; 2025Q4: 1,223 shares; 2026Q1: 1,238 shares; 2026Q2: 1,243 shares 1,243 $1.27M 0.17% +5 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: not reported; 2024Q4: not reported; 2025Q1: 4,107 shares; 2025Q2: 4,111 shares; 2025Q3: 4,122 shares; 2025Q4: not reported; 2026Q1: 4,127 shares; 2026Q2: 4,560 shares 4,560 $1.24M 0.16% +433 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: not reported; 2024Q4: not reported; 2025Q1: 1,485 shares; 2025Q2: 3,404 shares; 2025Q3: 3,401 shares; 2025Q4: 1,195 shares; 2026Q1: 3,480 shares; 2026Q2: 3,490 shares 3,490 $1.23M 0.16% +10 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: 2,726 shares; 2024Q4: 2,608 shares; 2025Q1: 2,738 shares; 2025Q2: 2,732 shares; 2025Q3: 2,759 shares; 2025Q4: 2,674 shares; 2026Q1: 3,470 shares; 2026Q2: 3,472 shares 3,472 $1.16M 0.15% +2 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: 4,361 shares; 2024Q4: 4,330 shares; 2025Q1: 4,309 shares; 2025Q2: 4,141 shares; 2025Q3: 4,231 shares; 2025Q4: 4,248 shares; 2026Q1: 4,297 shares; 2026Q2: 4,539 shares 4,539 $1.15M 0.15% +242 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,608 shares; 2025Q2: 1,600 shares; 2025Q3: 1,607 shares; 2025Q4: 1,607 shares; 2026Q1: 1,661 shares; 2026Q2: 1,661 shares 1,661 $1.13M 0.15% 0 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: 9,208 shares; 2024Q4: 9,304 shares; 2025Q1: 9,307 shares; 2025Q2: 9,234 shares; 2025Q3: 7,029 shares; 2025Q4: 7,026 shares; 2026Q1: 7,324 shares; 2026Q2: 7,333 shares 7,333 $1.04M 0.14% +9 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: 12,817 shares; 2024Q4: 13,015 shares; 2025Q1: 13,315 shares; 2025Q2: 13,493 shares; 2025Q3: 13,869 shares; 2025Q4: 13,861 shares; 2026Q1: 14,062 shares; 2026Q2: 14,195 shares 14,195 $1.02M 0.13% +133 Timeline IAGG 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: 156,772 shares; 2025Q3: 181,869 shares; 2025Q4: 185,361 shares; 2026Q1: 206,345 shares; 2026Q2: 19,292 shares 19,292 $957K 0.13% -187,053 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,796 shares; 2024Q4: 6,797 shares; 2025Q1: 6,799 shares; 2025Q2: 6,811 shares; 2025Q3: 6,812 shares; 2025Q4: 6,821 shares; 2026Q1: 6,806 shares; 2026Q2: 6,812 shares 6,812 $953K 0.13% +6 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,220 shares; 2024Q4: 3,220 shares; 2025Q1: 3,220 shares; 2025Q2: 3,220 shares; 2025Q3: 3,220 shares; 2025Q4: 3,220 shares; 2026Q1: 3,220 shares; 2026Q2: 3,220 shares 3,220 $950K 0.13% 0 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,055 shares; 2024Q4: 45,343 shares; 2025Q1: 41,926 shares; 2025Q2: 45,690 shares; 2025Q3: 20,909 shares; 2025Q4: 20,850 shares; 2026Q1: 20,696 shares; 2026Q2: 21,324 shares 21,324 $923K 0.12% +628 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,111 shares; 2024Q4: 6,917 shares; 2025Q1: 7,735 shares; 2025Q2: 7,616 shares; 2025Q3: 7,525 shares; 2025Q4: 5,302 shares; 2026Q1: 7,570 shares; 2026Q2: 7,498 shares 7,498 $912K 0.12% -72 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: 1,006 shares; 2026Q1: 1,327 shares; 2026Q2: 875 shares 875 $904K 0.12% -452 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: 1,879 shares; 2024Q4: 1,917 shares; 2025Q1: 1,928 shares; 2025Q2: 1,938 shares; 2025Q3: 2,182 shares; 2025Q4: 2,176 shares; 2026Q1: 2,505 shares; 2026Q2: 2,496 shares 2,496 $902K 0.12% -9 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,165 shares; 2024Q4: 13,165 shares; 2025Q1: 13,165 shares; 2025Q2: 13,165 shares; 2025Q3: 13,165 shares; 2025Q4: 13,165 shares; 2026Q1: 13,165 shares; 2026Q2: 13,165 shares 13,165 $869K 0.11% 0 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: 2,597 shares; 2024Q4: 2,598 shares; 2025Q1: 2,601 shares; 2025Q2: 2,601 shares; 2025Q3: 2,595 shares; 2025Q4: 2,594 shares; 2026Q1: 10,720 shares; 2026Q2: 10,728 shares 10,728 $863K 0.11% +8 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,590 shares; 2024Q4: 3,618 shares; 2025Q1: 4,016 shares; 2025Q2: 5,679 shares; 2025Q3: 5,679 shares; 2025Q4: 5,644 shares; 2026Q1: 5,349 shares; 2026Q2: 5,349 shares 5,349 $861K 0.11% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,344 shares; 2024Q4: 10,733 shares; 2025Q1: 11,880 shares; 2025Q2: 9,456 shares; 2025Q3: 8,965 shares; 2025Q4: 9,618 shares; 2026Q1: 8,875 shares; 2026Q2: 8,079 shares 8,079 $855K 0.11% -796 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: 2,182 shares; 2024Q4: 2,811 shares; 2025Q1: 2,568 shares; 2025Q2: 2,529 shares; 2025Q3: 2,347 shares; 2025Q4: 2,347 shares; 2026Q1: 2,348 shares; 2026Q2: 2,389 shares 2,389 $855K 0.11% +41 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: 1,220 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,283 shares; 2025Q3: 1,273 shares; 2025Q4: 1,277 shares; 2026Q1: 1,304 shares; 2026Q2: 1,312 shares 1,312 $854K 0.11% +8 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: 4,382 shares; 2024Q4: 4,420 shares; 2025Q1: 4,550 shares; 2025Q2: 4,585 shares; 2025Q3: 4,654 shares; 2025Q4: 4,612 shares; 2026Q1: 4,749 shares; 2026Q2: 4,759 shares 4,759 $846K 0.11% +10 Timeline SCHX 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: 11,285 shares; 2024Q4: 33,851 shares; 2025Q1: 33,846 shares; 2025Q2: 33,842 shares; 2025Q3: 33,832 shares; 2025Q4: 33,832 shares; 2026Q1: 32,790 shares; 2026Q2: 28,454 shares 28,454 $836K 0.11% -4,336 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: 573 shares; 2024Q4: 968 shares; 2025Q1: 1,060 shares; 2025Q2: 1,307 shares; 2025Q3: 1,336 shares; 2025Q4: 904 shares; 2026Q1: 1,387 shares; 2026Q2: 1,335 shares 1,335 $819K 0.11% -52 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: 5,679 shares; 2026Q2: 6,344 shares 6,344 $806K 0.11% +665 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,190 shares; 2025Q1: 9,232 shares; 2025Q2: 9,200 shares; 2025Q3: 9,214 shares; 2025Q4: 9,263 shares; 2026Q1: 9,252 shares; 2026Q2: 9,258 shares 9,258 $794K 0.1% +6 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: 13,602 shares; 2024Q4: 20,139 shares; 2025Q1: 20,219 shares; 2025Q2: 15,174 shares; 2025Q3: 15,817 shares; 2025Q4: 16,886 shares; 2026Q1: 11,278 shares; 2026Q2: 6,615 shares 6,615 $790K 0.1% -4,663 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,613 shares; 2024Q4: 1,616 shares; 2025Q1: 1,616 shares; 2025Q2: 1,581 shares; 2025Q3: 1,589 shares; 2025Q4: 7,405 shares; 2026Q1: 7,313 shares; 2026Q2: 7,331 shares 7,331 $776K 0.1% +18 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,928 shares; 2024Q4: 6,179 shares; 2025Q1: 10,575 shares; 2025Q2: 11,006 shares; 2025Q3: 10,988 shares; 2025Q4: 10,873 shares; 2026Q1: 10,954 shares; 2026Q2: 10,679 shares 10,679 $771K 0.1% -275 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,975 shares; 2024Q4: 9,975 shares; 2025Q1: 10,006 shares; 2025Q2: 10,010 shares; 2025Q3: 10,015 shares; 2025Q4: 10,025 shares; 2026Q1: 9,990 shares; 2026Q2: 9,995 shares 9,995 $765K 0.1% +5 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,796 shares; 2024Q4: 3,790 shares; 2025Q1: 4,030 shares; 2025Q2: 3,980 shares; 2025Q3: 3,981 shares; 2025Q4: 4,022 shares; 2026Q1: 5,102 shares; 2026Q2: 5,582 shares 5,582 $761K 0.1% +480 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: 8,882 shares; 2024Q4: 8,899 shares; 2025Q1: 9,115 shares; 2025Q2: 9,144 shares; 2025Q3: 9,127 shares; 2025Q4: 9,334 shares; 2026Q1: 9,374 shares; 2026Q2: 9,339 shares 9,339 $759K 0.1% -35 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: 427 shares; 2024Q4: 426 shares; 2025Q1: 470 shares; 2025Q2: 518 shares; 2025Q3: 499 shares; 2025Q4: 505 shares; 2026Q1: 519 shares; 2026Q2: 612 shares 612 $729K 0.1% +93 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,242 shares; 2024Q4: 21,369 shares; 2025Q1: 19,101 shares; 2025Q2: 19,757 shares; 2025Q3: 19,299 shares; 2025Q4: 13,861 shares; 2026Q1: 13,708 shares; 2026Q2: 12,635 shares 12,635 $723K 0.1% -1,073 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: 652 shares; 2024Q4: 1,125 shares; 2025Q1: 1,076 shares; 2025Q2: 1,070 shares; 2025Q3: 1,070 shares; 2025Q4: 1,234 shares; 2026Q1: 1,314 shares; 2026Q2: 5,648 shares 5,648 $695K 0.09% +4,334 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,306 shares; 2024Q4: 6,340 shares; 2025Q1: 6,455 shares; 2025Q2: 6,485 shares; 2025Q3: 6,452 shares; 2025Q4: 6,469 shares; 2026Q1: 6,499 shares; 2026Q2: 6,505 shares 6,505 $673K 0.09% +6 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,553 shares; 2025Q3: 16,354 shares; 2025Q4: 16,336 shares; 2026Q1: 16,523 shares; 2026Q2: 16,597 shares 16,597 $660K 0.09% +74 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,013 shares; 2024Q4: 2,013 shares; 2025Q1: 2,023 shares; 2025Q2: 2,018 shares; 2025Q3: 2,031 shares; 2025Q4: 2,031 shares; 2026Q1: 2,042 shares; 2026Q2: 2,040 shares 2,040 $659K 0.09% -2 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: not reported; 2024Q4: not reported; 2025Q1: 10,770 shares; 2025Q2: 9,990 shares; 2025Q3: 9,989 shares; 2025Q4: 9,992 shares; 2026Q1: 9,903 shares; 2026Q2: 9,904 shares 9,904 $658K 0.09% +1 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,784 shares; 2024Q4: 4,685 shares; 2025Q1: 4,565 shares; 2025Q2: 4,524 shares; 2025Q3: 4,523 shares; 2025Q4: 4,238 shares; 2026Q1: 4,027 shares; 2026Q2: 4,024 shares 4,024 $616K 0.08% -3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,061 shares; 2025Q3: 9,733 shares; 2025Q4: 9,241 shares; 2026Q1: 9,476 shares; 2026Q2: 5,988 shares 5,988 $611K 0.08% -3,488 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,853 shares; 2025Q2: 8,882 shares; 2025Q3: 8,916 shares; 2025Q4: not reported; 2026Q1: 8,991 shares; 2026Q2: 8,991 shares 8,991 $579K 0.08% 0 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: 1,196 shares; 2024Q4: not reported; 2025Q1: 1,251 shares; 2025Q2: 1,261 shares; 2025Q3: 1,291 shares; 2025Q4: 1,230 shares; 2026Q1: 1,535 shares; 2026Q2: 1,537 shares 1,537 $576K 0.08% +2 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,890 shares; 2024Q4: 48,255 shares; 2025Q1: 56,951 shares; 2025Q2: 55,530 shares; 2025Q3: 56,603 shares; 2025Q4: 58,819 shares; 2026Q1: 6,888 shares; 2026Q2: 5,946 shares 5,946 $571K 0.08% -942 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: 4,983 shares; 2024Q4: 4,935 shares; 2025Q1: 5,116 shares; 2025Q2: 5,115 shares; 2025Q3: 5,117 shares; 2025Q4: 5,114 shares; 2026Q1: 5,235 shares; 2026Q2: 5,193 shares 5,193 $565K 0.07% -42 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,316 shares; 2024Q4: 3,316 shares; 2025Q1: 3,344 shares; 2025Q2: 3,353 shares; 2025Q3: 3,330 shares; 2025Q4: 3,365 shares; 2026Q1: 3,323 shares; 2026Q2: 3,368 shares 3,368 $559K 0.07% +45 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: 1,982 shares; 2024Q4: 1,841 shares; 2025Q1: 1,841 shares; 2025Q2: 1,803 shares; 2025Q3: 1,754 shares; 2025Q4: 1,755 shares; 2026Q1: 1,755 shares; 2026Q2: 1,756 shares 1,756 $529K 0.07% +1 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: 258 shares; 2026Q2: 259 shares 259 $526K 0.07% +1 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 783 shares; 2026Q2: 783 shares 783 $468K 0.06% 0 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: 8,410 shares; 2024Q4: 5,897 shares; 2025Q1: 6,604 shares; 2025Q2: 8,174 shares; 2025Q3: 8,134 shares; 2025Q4: 7,871 shares; 2026Q1: 7,403 shares; 2026Q2: 6,926 shares 6,926 $463K 0.06% -477 Timeline ICLN 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: 22,745 shares 22,745 $459K 0.06% new Timeline NXRT NEXPOINT RESIDENTIAL TR INC More: the full row for NEXPOINT RESIDENTIAL TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,187 shares; 2024Q4: 16,187 shares; 2025Q1: 16,187 shares; 2025Q2: 16,187 shares; 2025Q3: 16,187 shares; 2025Q4: 16,187 shares; 2026Q1: 16,187 shares; 2026Q2: 16,187 shares 16,187 $458K 0.06% 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: 323 shares; 2026Q1: 401 shares; 2026Q2: 401 shares 401 $455K 0.06% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,624 shares; 2024Q4: 5,660 shares; 2025Q1: 5,763 shares; 2025Q2: 5,773 shares; 2025Q3: 7,099 shares; 2025Q4: 7,143 shares; 2026Q1: 7,250 shares; 2026Q2: 7,250 shares 7,250 $449K 0.06% 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: 2,855 shares; 2025Q1: 3,045 shares; 2025Q2: 3,119 shares; 2025Q3: 3,199 shares; 2025Q4: 3,201 shares; 2026Q1: 5,376 shares; 2026Q2: 5,198 shares 5,198 $447K 0.06% -178 Timeline SPYX 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: 7,621 shares; 2024Q4: 7,566 shares; 2025Q1: 9,039 shares; 2025Q2: 8,747 shares; 2025Q3: 8,611 shares; 2025Q4: 7,506 shares; 2026Q1: 7,275 shares; 2026Q2: 7,271 shares 7,271 $444K 0.06% -4 Timeline FCVT 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: 6,159 shares; 2025Q2: 8,274 shares; 2025Q3: 8,274 shares; 2025Q4: 8,483 shares; 2026Q1: 8,366 shares; 2026Q2: 8,205 shares 8,205 $430K 0.06% -161 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 870 shares; 2024Q4: 870 shares; 2025Q1: 859 shares; 2025Q2: 784 shares; 2025Q3: 798 shares; 2025Q4: 800 shares; 2026Q1: 813 shares; 2026Q2: 800 shares 800 $411K 0.05% -13 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,681 shares; 2024Q4: 2,706 shares; 2025Q1: 2,696 shares; 2025Q2: 2,681 shares; 2025Q3: 2,698 shares; 2025Q4: 2,697 shares; 2026Q1: 2,712 shares; 2026Q2: 2,717 shares 2,717 $400K 0.05% +5 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,990 shares; 2024Q4: 2,446 shares; 2025Q1: 3,897 shares; 2025Q2: 3,895 shares; 2025Q3: 3,894 shares; 2025Q4: 3,411 shares; 2026Q1: 3,494 shares; 2026Q2: 3,502 shares 3,502 $380K 0.05% +8 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 898 shares; 2024Q4: 893 shares; 2025Q1: 914 shares; 2025Q2: 979 shares; 2025Q3: 979 shares; 2025Q4: 987 shares; 2026Q1: 1,021 shares; 2026Q2: 1,021 shares 1,021 $378K 0.05% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,987 shares; 2024Q4: 3,017 shares; 2025Q1: 3,028 shares; 2025Q2: 3,052 shares; 2025Q3: 3,236 shares; 2025Q4: 3,269 shares; 2026Q1: 3,294 shares; 2026Q2: 3,512 shares 3,512 $377K 0.05% +218 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,362 shares; 2024Q4: 5,271 shares; 2025Q1: 5,092 shares; 2025Q2: 5,169 shares; 2025Q3: 5,391 shares; 2025Q4: 5,380 shares; 2026Q1: 4,447 shares; 2026Q2: 4,154 shares 4,154 $377K 0.05% -293 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,187 shares; 2024Q4: 70,853 shares; 2025Q1: 9,945 shares; 2025Q2: 6,368 shares; 2025Q3: 6,287 shares; 2025Q4: 6,270 shares; 2026Q1: 6,080 shares; 2026Q2: 6,007 shares 6,007 $372K 0.05% -73 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: 2,047 shares; 2024Q4: 2,060 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,376 shares; 2026Q1: 2,564 shares; 2026Q2: 2,962 shares 2,962 $371K 0.05% +398 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,577 shares; 2024Q4: 2,584 shares; 2025Q1: 2,624 shares; 2025Q2: 2,601 shares; 2025Q3: 2,647 shares; 2025Q4: 2,662 shares; 2026Q1: 2,979 shares; 2026Q2: 2,978 shares 2,978 $361K 0.05% -1 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: 2,304 shares; 2024Q4: 2,250 shares; 2025Q1: 2,294 shares; 2025Q2: 2,163 shares; 2025Q3: 2,206 shares; 2025Q4: 2,257 shares; 2026Q1: 2,315 shares; 2026Q2: 2,390 shares 2,390 $352K 0.05% +75 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: 693 shares; 2026Q2: 649 shares 649 $351K 0.05% -44 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,105 shares; 2024Q4: 3,128 shares; 2025Q1: 3,140 shares; 2025Q2: 3,159 shares; 2025Q3: 3,178 shares; 2025Q4: 3,205 shares; 2026Q1: 3,225 shares; 2026Q2: 3,239 shares 3,239 $344K 0.05% +14 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: 1,143 shares; 2024Q4: 1,148 shares; 2025Q1: 1,254 shares; 2025Q2: 1,273 shares; 2025Q3: 1,321 shares; 2025Q4: 1,333 shares; 2026Q1: 1,381 shares; 2026Q2: 1,370 shares 1,370 $344K 0.05% -11 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT 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: 994 shares; 2026Q1: 1,003 shares; 2026Q2: 1,003 shares 1,003 $337K 0.04% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,019 shares; 2024Q4: 935 shares; 2025Q1: 1,026 shares; 2025Q2: 1,089 shares; 2025Q3: 1,083 shares; 2025Q4: 1,073 shares; 2026Q1: 897 shares; 2026Q2: 957 shares 957 $336K 0.04% +60 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,182 shares; 2025Q3: 6,182 shares; 2025Q4: not reported; 2026Q1: 6,183 shares; 2026Q2: 6,183 shares 6,183 $336K 0.04% 0 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,939 shares; 2024Q4: 9,939 shares; 2025Q1: 9,939 shares; 2025Q2: 9,939 shares; 2025Q3: 9,946 shares; 2025Q4: 9,939 shares; 2026Q1: 9,996 shares; 2026Q2: 9,939 shares 9,939 $335K 0.04% -57 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,968 shares; 2024Q4: 2,968 shares; 2025Q1: 2,990 shares; 2025Q2: 3,002 shares; 2025Q3: 3,006 shares; 2025Q4: 2,999 shares; 2026Q1: 3,027 shares; 2026Q2: 3,015 shares 3,015 $335K 0.04% -12 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,563 shares; 2024Q4: 1,420 shares; 2025Q1: 1,360 shares; 2025Q2: 1,379 shares; 2025Q3: 1,379 shares; 2025Q4: 1,362 shares; 2026Q1: 1,362 shares; 2026Q2: 1,362 shares 1,362 $332K 0.04% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,388 shares; 2026Q2: 1,499 shares 1,499 $331K 0.04% +111 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,614 shares; 2024Q4: 1,614 shares; 2025Q1: 1,614 shares; 2025Q2: 1,614 shares; 2025Q3: 1,614 shares; 2025Q4: 1,614 shares; 2026Q1: 1,614 shares; 2026Q2: 1,614 shares 1,614 $326K 0.04% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,292 shares; 2024Q4: 7,304 shares; 2025Q1: 7,314 shares; 2025Q2: 7,310 shares; 2025Q3: 7,310 shares; 2025Q4: 7,310 shares; 2026Q1: 7,310 shares; 2026Q2: 7,310 shares 7,310 $324K 0.04% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,361 shares; 2024Q4: 12,560 shares; 2025Q1: 12,809 shares; 2025Q2: 13,094 shares; 2025Q3: 13,234 shares; 2025Q4: 13,301 shares; 2026Q1: 13,488 shares; 2026Q2: 13,421 shares 13,421 $320K 0.04% -67 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: 16,725 shares; 2024Q4: 14,866 shares; 2025Q1: 15,319 shares; 2025Q2: 15,383 shares; 2025Q3: 15,490 shares; 2025Q4: 15,195 shares; 2026Q1: 15,770 shares; 2026Q2: 15,219 shares 15,219 $312K 0.04% -551 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN 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: 698 shares; 2025Q4: 694 shares; 2026Q1: 972 shares; 2026Q2: 972 shares 972 $310K 0.04% 0 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,236 shares; 2026Q1: 9,362 shares; 2026Q2: 9,471 shares 9,471 $308K 0.04% +109 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,116 shares; 2024Q4: 8,116 shares; 2025Q1: 8,131 shares; 2025Q2: 8,230 shares; 2025Q3: 8,266 shares; 2025Q4: 6,089 shares; 2026Q1: 6,091 shares; 2026Q2: 6,091 shares 6,091 $307K 0.04% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,424 shares; 2024Q4: 2,145 shares; 2025Q1: 2,026 shares; 2025Q2: 2,079 shares; 2025Q3: 2,124 shares; 2025Q4: 2,123 shares; 2026Q1: 2,141 shares; 2026Q2: 2,120 shares 2,120 $299K 0.04% -21 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 986 shares; 2025Q3: 986 shares; 2025Q4: 986 shares; 2026Q1: 870 shares; 2026Q2: 870 shares 870 $299K 0.04% 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: 1,078 shares; 2026Q2: 1,072 shares 1,072 $298K 0.04% -6 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,579 shares; 2025Q3: 1,579 shares; 2025Q4: 1,579 shares; 2026Q1: 1,579 shares; 2026Q2: 1,579 shares 1,579 $296K 0.04% 0 Timeline SUSL 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: 2,152 shares; 2025Q3: 2,152 shares; 2025Q4: 2,152 shares; 2026Q1: 2,205 shares; 2026Q2: 2,203 shares 2,203 $292K 0.04% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,203 shares; 2025Q3: 4,144 shares; 2025Q4: 3,703 shares; 2026Q1: 3,834 shares; 2026Q2: 3,658 shares 3,658 $291K 0.04% -176 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,049 shares; 2025Q3: 1,038 shares; 2025Q4: 1,037 shares; 2026Q1: 1,037 shares; 2026Q2: 1,037 shares 1,037 $290K 0.04% 0 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,589 shares; 2024Q4: 1,589 shares; 2025Q1: 1,589 shares; 2025Q2: 1,596 shares; 2025Q3: 1,589 shares; 2025Q4: 1,603 shares; 2026Q1: 1,593 shares; 2026Q2: 1,589 shares 1,589 $287K 0.04% -4 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,290 shares 6,290 $276K 0.04% 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: 722 shares; 2025Q1: 755 shares; 2025Q2: 770 shares; 2025Q3: 785 shares; 2025Q4: 786 shares; 2026Q1: 791 shares; 2026Q2: 791 shares 791 $275K 0.04% 0 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: 606 shares; 2024Q4: 669 shares; 2025Q1: 684 shares; 2025Q2: 701 shares; 2025Q3: 711 shares; 2025Q4: 685 shares; 2026Q1: 698 shares; 2026Q2: 777 shares 777 $273K 0.04% +79 Timeline VNQ 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: 2,650 shares; 2024Q4: 2,248 shares; 2025Q1: 2,493 shares; 2025Q2: 2,590 shares; 2025Q3: 2,615 shares; 2025Q4: not reported; 2026Q1: 2,799 shares; 2026Q2: 2,810 shares 2,810 $272K 0.04% +11 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,074 shares; 2024Q4: 1,074 shares; 2025Q1: 1,094 shares; 2025Q2: 1,086 shares; 2025Q3: 1,100 shares; 2025Q4: 1,087 shares; 2026Q1: 1,096 shares; 2026Q2: 1,108 shares 1,108 $269K 0.04% +12 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 683 shares; 2024Q4: not reported; 2025Q1: 703 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 713 shares; 2026Q1: 726 shares; 2026Q2: 732 shares 732 $264K 0.03% +6 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,766 shares; 2024Q4: 12,379 shares; 2025Q1: 12,414 shares; 2025Q2: 12,479 shares; 2025Q3: 12,542 shares; 2025Q4: 12,639 shares; 2026Q1: 12,694 shares; 2026Q2: 12,744 shares 12,744 $263K 0.03% +50 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: not reported; 2026Q1: 124 shares; 2026Q2: 124 shares 124 $262K 0.03% 0 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS 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: 13,087 shares; 2025Q4: 13,452 shares; 2026Q1: 4,795 shares; 2026Q2: 4,802 shares 4,802 $259K 0.03% +7 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 951 shares; 2024Q4: 951 shares; 2025Q1: 946 shares; 2025Q2: 948 shares; 2025Q3: 960 shares; 2025Q4: 958 shares; 2026Q1: 987 shares; 2026Q2: 956 shares 956 $257K 0.03% -31 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 218 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 252 shares; 2026Q2: 251 shares 251 $255K 0.03% -1 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: 2,718 shares; 2024Q4: 8,148 shares; 2025Q1: 8,111 shares; 2025Q2: 8,106 shares; 2025Q3: 8,105 shares; 2025Q4: 7,903 shares; 2026Q1: 7,903 shares; 2026Q2: 6,939 shares 6,939 $252K 0.03% -964 Timeline BIV 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: 3,121 shares; 2024Q4: 3,161 shares; 2025Q1: 3,180 shares; 2025Q2: 3,203 shares; 2025Q3: 3,227 shares; 2025Q4: 3,271 shares; 2026Q1: 3,273 shares; 2026Q2: 3,297 shares 3,297 $252K 0.03% +24 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: 2,101 shares; 2024Q4: 2,101 shares; 2025Q1: not reported; 2025Q2: 2,101 shares; 2025Q3: 2,101 shares; 2025Q4: 2,101 shares; 2026Q1: 1,939 shares; 2026Q2: 1,939 shares 1,939 $245K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,127 shares; 2025Q4: 1,127 shares; 2026Q1: 1,127 shares; 2026Q2: 1,127 shares 1,127 $245K 0.03% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 815 shares; 2025Q3: 850 shares; 2025Q4: 854 shares; 2026Q1: not reported; 2026Q2: 847 shares 847 $242K 0.03% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,739 shares; 2024Q4: 1,739 shares; 2025Q1: 1,761 shares; 2025Q2: 1,767 shares; 2025Q3: 1,776 shares; 2025Q4: 1,776 shares; 2026Q1: 1,790 shares; 2026Q2: 1,792 shares 1,792 $239K 0.03% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 962 shares; 2026Q1: 1,046 shares; 2026Q2: 971 shares 971 $236K 0.03% -75 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,122 shares; 2026Q2: 1,051 shares 1,051 $233K 0.03% -71 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: 5,444 shares; 2024Q4: 5,478 shares; 2025Q1: 5,519 shares; 2025Q2: 5,554 shares; 2025Q3: 4,662 shares; 2025Q4: 4,662 shares; 2026Q1: 4,662 shares; 2026Q2: 4,760 shares 4,760 $233K 0.03% +98 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: 2,105 shares; 2024Q4: 1,628 shares; 2025Q1: not reported; 2025Q2: 1,614 shares; 2025Q3: 1,627 shares; 2025Q4: 1,623 shares; 2026Q1: 1,618 shares; 2026Q2: 1,644 shares 1,644 $229K 0.03% +26 Timeline XVV 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: 3,936 shares; 2025Q4: 3,936 shares; 2026Q1: 3,936 shares; 2026Q2: 3,936 shares 3,936 $224K 0.03% 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: 7,075 shares; 2024Q4: 6,975 shares; 2025Q1: 7,153 shares; 2025Q2: 6,404 shares; 2025Q3: 5,502 shares; 2025Q4: 5,278 shares; 2026Q1: 5,185 shares; 2026Q2: 5,263 shares 5,263 $221K 0.03% +78 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,999 shares; 2024Q4: not reported; 2025Q1: 2,088 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,124 shares; 2026Q2: 2,140 shares 2,140 $221K 0.03% +16 Timeline GVI 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: 2,068 shares 2,068 $219K 0.03% new Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,796 shares; 2024Q4: 2,806 shares; 2025Q1: 2,817 shares; 2025Q2: 2,828 shares; 2025Q3: 2,839 shares; 2025Q4: 2,839 shares; 2026Q1: 2,839 shares; 2026Q2: 2,839 shares 2,839 $218K 0.03% 0 Timeline UI UBIQUITI INC More: the full row for UBIQUITI 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: 404 shares; 2025Q4: 405 shares; 2026Q1: 405 shares; 2026Q2: 406 shares 406 $218K 0.03% +1 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: 3,616 shares; 2024Q4: 3,424 shares; 2025Q1: 2,700 shares; 2025Q2: 2,516 shares; 2025Q3: 2,431 shares; 2025Q4: 2,432 shares; 2026Q1: 2,316 shares; 2026Q2: 2,187 shares 2,187 $212K 0.03% -129 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY 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: 8,243 shares 8,243 $207K 0.03% new Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD 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: 1,895 shares; 2026Q2: 1,895 shares 1,895 $205K 0.03% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 517 shares 517 $202K 0.03% new Timeline CSX CSX CORP More: the full row for CSX 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: 4,180 shares 4,180 $202K 0.03% new Timeline IMCV 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: 2,179 shares 2,179 $200K 0.03% new Timeline TRLV TRULIEVE CANNABIS CORP More: the full row for TRULIEVE CANNABIS 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: 12,543 shares 12,543 $120K 0.02% new Timeline