IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,232 shares; 2024Q4: 124,362 shares; 2025Q1: 124,158 shares; 2025Q2: 124,660 shares; 2025Q3: 123,825 shares; 2025Q4: 123,745 shares; 2026Q1: 127,345 shares; 2026Q2: 126,814 shares 126,814 $95M 12.16% -531 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 543,435 shares; 2024Q4: 542,261 shares; 2025Q1: 542,354 shares; 2025Q2: 519,773 shares; 2025Q3: 522,131 shares; 2025Q4: 525,921 shares; 2026Q1: 539,395 shares; 2026Q2: 536,816 shares 536,816 $41.4M 5.3% -2,579 Timeline VCIT 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: 458,873 shares; 2024Q4: 461,030 shares; 2025Q1: 478,633 shares; 2025Q2: 478,495 shares; 2025Q3: 484,052 shares; 2025Q4: 483,219 shares; 2026Q1: 483,519 shares; 2026Q2: 496,838 shares 496,838 $41.1M 5.26% +13,319 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: 279,019 shares; 2024Q4: 280,031 shares; 2025Q1: 282,481 shares; 2025Q2: 274,540 shares; 2025Q3: 269,519 shares; 2025Q4: 270,842 shares; 2026Q1: 276,410 shares; 2026Q2: 268,825 shares 268,825 $39.9M 5.1% -7,585 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,254 shares; 2024Q4: 94,198 shares; 2025Q1: 96,029 shares; 2025Q2: 103,902 shares; 2025Q3: 105,496 shares; 2025Q4: 109,821 shares; 2026Q1: 121,547 shares; 2026Q2: 121,336 shares 121,336 $36.8M 4.71% -211 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 450,062 shares; 2025Q4: 496,824 shares; 2026Q1: 663,381 shares; 2026Q2: 673,584 shares 673,584 $36.4M 4.66% +10,203 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 558,994 shares; 2024Q4: 563,266 shares; 2025Q1: 567,051 shares; 2025Q2: 610,640 shares; 2025Q3: 595,931 shares; 2025Q4: 602,792 shares; 2026Q1: 602,595 shares; 2026Q2: 602,481 shares 602,481 $36M 4.6% -114 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: 42,543 shares; 2024Q4: 42,284 shares; 2025Q1: 42,107 shares; 2025Q2: 46,968 shares; 2025Q3: 46,927 shares; 2025Q4: 46,115 shares; 2026Q1: 46,287 shares; 2026Q2: 47,072 shares 47,072 $34.7M 4.44% +785 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377,214 shares; 2024Q4: 381,904 shares; 2025Q1: 402,243 shares; 2025Q2: 396,163 shares; 2025Q3: 389,765 shares; 2025Q4: 396,870 shares; 2026Q1: 372,019 shares; 2026Q2: 372,797 shares 372,797 $26.6M 3.4% +778 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: 134,920 shares; 2024Q4: 133,702 shares; 2025Q1: 128,200 shares; 2025Q2: 143,128 shares; 2025Q3: 139,805 shares; 2025Q4: 140,284 shares; 2026Q1: 129,400 shares; 2026Q2: 128,030 shares 128,030 $24.1M 3.08% -1,370 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,971 shares; 2024Q4: 200,683 shares; 2025Q1: 212,262 shares; 2025Q2: 215,744 shares; 2025Q3: 213,454 shares; 2025Q4: 209,186 shares; 2026Q1: 210,231 shares; 2026Q2: 212,568 shares 212,568 $21M 2.69% +2,337 Timeline XLRE 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: 286,524 shares; 2024Q4: 284,861 shares; 2025Q1: 296,185 shares; 2025Q2: 290,865 shares; 2025Q3: 293,680 shares; 2025Q4: 294,798 shares; 2026Q1: 334,207 shares; 2026Q2: 335,466 shares 335,466 $14.8M 1.89% +1,259 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: 24,584 shares; 2024Q4: 23,977 shares; 2025Q1: 24,051 shares; 2025Q2: 25,088 shares; 2025Q3: 25,247 shares; 2025Q4: 25,920 shares; 2026Q1: 28,452 shares; 2026Q2: 28,997 shares 28,997 $14.5M 1.86% +545 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,474 shares; 2024Q4: 54,018 shares; 2025Q1: 78,000 shares; 2025Q2: 102,854 shares; 2025Q3: 101,997 shares; 2025Q4: 104,490 shares; 2026Q1: 103,271 shares; 2026Q2: 106,044 shares 106,044 $14.5M 1.85% +2,773 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: 253,036 shares; 2025Q4: 262,772 shares; 2026Q1: 301,693 shares; 2026Q2: 304,086 shares 304,086 $13.9M 1.78% +2,393 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,743 shares; 2024Q4: 14,756 shares; 2025Q1: 17,859 shares; 2025Q2: 25,474 shares; 2025Q3: 25,835 shares; 2025Q4: 25,962 shares; 2026Q1: 20,278 shares; 2026Q2: 20,322 shares 20,322 $13.3M 1.71% +44 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: 105,548 shares; 2024Q4: 103,037 shares; 2025Q1: 112,745 shares; 2025Q2: 111,640 shares; 2025Q3: 112,770 shares; 2025Q4: 112,908 shares; 2026Q1: 114,311 shares; 2026Q2: 117,395 shares 117,395 $11.1M 1.42% +3,084 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: 35,382 shares; 2024Q4: 34,780 shares; 2025Q1: 34,672 shares; 2025Q2: 34,527 shares; 2025Q3: 35,158 shares; 2025Q4: 35,145 shares; 2026Q1: 34,973 shares; 2026Q2: 34,988 shares 34,988 $10.1M 1.3% +15 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 328,296 shares; 2025Q4: 340,522 shares; 2026Q1: 412,549 shares; 2026Q2: 413,499 shares 413,499 $10.1M 1.29% +950 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: 13,347 shares; 2024Q4: 13,380 shares; 2025Q1: 13,333 shares; 2025Q2: 13,965 shares; 2025Q3: 14,181 shares; 2025Q4: 14,310 shares; 2026Q1: 13,123 shares; 2026Q2: 13,232 shares 13,232 $9.09M 1.16% +109 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: 9,521 shares; 2024Q4: 9,311 shares; 2025Q1: 8,213 shares; 2025Q2: 8,219 shares; 2025Q3: 8,411 shares; 2025Q4: 8,252 shares; 2026Q1: 8,279 shares; 2026Q2: 8,106 shares 8,106 $8.63M 1.11% -173 Timeline JPST 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: 451,867 shares; 2024Q4: 419,700 shares; 2025Q1: 392,898 shares; 2025Q2: 380,847 shares; 2025Q3: 233,661 shares; 2025Q4: 241,856 shares; 2026Q1: 176,744 shares; 2026Q2: 167,347 shares 167,347 $8.46M 1.08% -9,397 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: 45,342 shares; 2024Q4: 42,867 shares; 2025Q1: 42,946 shares; 2025Q2: 45,206 shares; 2025Q3: 44,084 shares; 2025Q4: 43,170 shares; 2026Q1: 45,997 shares; 2026Q2: 46,120 shares 46,120 $7.58M 0.97% +123 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: 22,597 shares; 2024Q4: 22,029 shares; 2025Q1: 21,777 shares; 2025Q2: 21,808 shares; 2025Q3: 21,784 shares; 2025Q4: 21,819 shares; 2026Q1: 21,994 shares; 2026Q2: 20,732 shares 20,732 $6.79M 0.87% -1,262 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,781 shares; 2024Q4: 117,487 shares; 2025Q1: 125,905 shares; 2025Q2: 130,429 shares; 2025Q3: 132,978 shares; 2025Q4: 134,971 shares; 2026Q1: 152,332 shares; 2026Q2: 157,723 shares 157,723 $6.69M 0.86% +5,391 Timeline PKW 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: 2,474 shares; 2024Q4: 2,477 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,356 shares; 2025Q4: 41,793 shares; 2026Q1: 42,151 shares; 2026Q2: 40,910 shares 40,910 $5.8M 0.74% -1,241 Timeline CZFS CITIZENS FINL SVCS INC More: the full row for CITIZENS FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,116 shares; 2024Q4: 40,542 shares; 2025Q1: 40,626 shares; 2025Q2: 41,118 shares; 2025Q3: 40,273 shares; 2025Q4: 39,924 shares; 2026Q1: 40,787 shares; 2026Q2: 78,092 shares 78,092 $5.66M 0.72% +37,305 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: 23,515 shares; 2024Q4: 23,476 shares; 2025Q1: 26,869 shares; 2025Q2: 28,027 shares; 2025Q3: 26,232 shares; 2025Q4: 26,308 shares; 2026Q1: 26,804 shares; 2026Q2: 26,456 shares 26,456 $5.29M 0.68% -348 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: 12,704 shares; 2024Q4: 12,478 shares; 2025Q1: 12,584 shares; 2025Q2: 12,688 shares; 2025Q3: 12,673 shares; 2025Q4: 12,269 shares; 2026Q1: 12,522 shares; 2026Q2: 12,548 shares 12,548 $4.68M 0.6% +26 Timeline SPGP 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: 30,326 shares; 2024Q4: 30,744 shares; 2025Q1: 36,596 shares; 2025Q2: 43,704 shares; 2025Q3: 43,500 shares; 2025Q4: 42,703 shares; 2026Q1: 35,768 shares; 2026Q2: 36,350 shares 36,350 $4.45M 0.57% +582 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360,690 shares; 2024Q4: 1,079,201 shares; 2025Q1: 1,041,820 shares; 2025Q2: 1,014,366 shares; 2025Q3: 352,345 shares; 2025Q4: 288,219 shares; 2026Q1: 137,382 shares; 2026Q2: 133,884 shares 133,884 $4.25M 0.54% -3,498 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: 26,457 shares; 2024Q4: 26,511 shares; 2025Q1: 23,506 shares; 2025Q2: 23,514 shares; 2025Q3: 23,275 shares; 2025Q4: 23,358 shares; 2026Q1: 24,610 shares; 2026Q2: 30,632 shares 30,632 $4.19M 0.54% +6,022 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: 25,523 shares; 2024Q4: 25,002 shares; 2025Q1: 30,727 shares; 2025Q2: 29,653 shares; 2025Q3: 29,200 shares; 2025Q4: 29,789 shares; 2026Q1: 31,159 shares; 2026Q2: 31,152 shares 31,152 $4M 0.51% -7 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: 7,380 shares; 2024Q4: 7,383 shares; 2025Q1: 7,586 shares; 2025Q2: 10,146 shares; 2025Q3: 10,153 shares; 2025Q4: 10,159 shares; 2026Q1: 10,163 shares; 2026Q2: 15,266 shares 15,266 $3.9M 0.5% +5,103 Timeline DEW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,315 shares; 2024Q4: 67,126 shares; 2025Q1: 67,692 shares; 2025Q2: 67,570 shares; 2025Q3: 66,408 shares; 2025Q4: 64,678 shares; 2026Q1: 53,514 shares; 2026Q2: 53,588 shares 53,588 $3.68M 0.47% +74 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: 2,797 shares; 2024Q4: 3,046 shares; 2025Q1: 3,134 shares; 2025Q2: 2,785 shares; 2025Q3: 3,006 shares; 2025Q4: 3,000 shares; 2026Q1: 2,988 shares; 2026Q2: 3,005 shares 3,005 $3.6M 0.46% +17 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: 30,144 shares; 2024Q4: 30,127 shares; 2025Q1: 31,753 shares; 2025Q2: 29,615 shares; 2025Q3: 29,363 shares; 2025Q4: 36,547 shares; 2026Q1: 43,596 shares; 2026Q2: 43,860 shares 43,860 $3.6M 0.46% +264 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: 13,417 shares; 2024Q4: 13,389 shares; 2025Q1: 13,706 shares; 2025Q2: 13,537 shares; 2025Q3: 13,271 shares; 2025Q4: 13,219 shares; 2026Q1: 13,103 shares; 2026Q2: 13,164 shares 13,164 $3.34M 0.43% +61 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: 19,547 shares; 2024Q4: 19,574 shares; 2025Q1: 17,473 shares; 2025Q2: 17,772 shares; 2025Q3: 17,915 shares; 2025Q4: 18,209 shares; 2026Q1: 18,093 shares; 2026Q2: 20,050 shares 20,050 $3.32M 0.43% +1,957 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,402 shares; 2024Q4: 10,381 shares; 2025Q1: 10,670 shares; 2025Q2: 11,141 shares; 2025Q3: 11,681 shares; 2025Q4: 11,584 shares; 2026Q1: 11,784 shares; 2026Q2: 13,829 shares 13,829 $3.29M 0.42% +2,045 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,546 shares; 2026Q2: 36,216 shares 36,216 $3.28M 0.42% +2,670 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: 13,599 shares; 2024Q4: 16,894 shares; 2025Q1: 17,561 shares; 2025Q2: 17,517 shares; 2025Q3: 17,098 shares; 2025Q4: 17,211 shares; 2026Q1: 19,435 shares; 2026Q2: 19,445 shares 19,445 $2.85M 0.37% +10 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,104 shares; 2024Q4: 6,123 shares; 2025Q1: 5,678 shares; 2025Q2: 5,705 shares; 2025Q3: 5,635 shares; 2025Q4: 5,440 shares; 2026Q1: 5,472 shares; 2026Q2: 5,443 shares 5,443 $2.84M 0.36% -29 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: 16,672 shares; 2024Q4: 17,684 shares; 2025Q1: 25,599 shares; 2025Q2: 23,071 shares; 2025Q3: 23,110 shares; 2025Q4: 57,784 shares; 2026Q1: 60,424 shares; 2026Q2: 60,661 shares 60,661 $2.75M 0.35% +237 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,011 shares; 2024Q4: 19,840 shares; 2025Q1: 20,223 shares; 2025Q2: 22,762 shares; 2025Q3: 22,488 shares; 2025Q4: 22,241 shares; 2026Q1: 22,292 shares; 2026Q2: 22,369 shares 22,369 $2.63M 0.34% +77 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES 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: 185,059 shares; 2025Q4: 185,634 shares; 2026Q1: 171,956 shares; 2026Q2: 171,573 shares 171,573 $2.6M 0.33% -383 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: 7,367 shares; 2024Q4: 7,367 shares; 2025Q1: 8,611 shares; 2025Q2: 8,925 shares; 2025Q3: 9,432 shares; 2025Q4: 10,019 shares; 2026Q1: 10,660 shares; 2026Q2: 10,242 shares 10,242 $2.44M 0.31% -418 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: 3,788 shares; 2024Q4: 4,102 shares; 2025Q1: 7,887 shares; 2025Q2: 7,597 shares; 2025Q3: 7,138 shares; 2025Q4: 7,073 shares; 2026Q1: 6,778 shares; 2026Q2: 6,621 shares 6,621 $2.34M 0.3% -157 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: 26,912 shares; 2024Q4: 26,907 shares; 2025Q1: 26,546 shares; 2025Q2: 26,714 shares; 2025Q3: 26,820 shares; 2025Q4: 26,700 shares; 2026Q1: 28,123 shares; 2026Q2: 28,453 shares 28,453 $2.31M 0.3% +330 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: 12,458 shares; 2025Q1: 11,599 shares; 2025Q2: 11,635 shares; 2025Q3: 11,682 shares; 2025Q4: 11,553 shares; 2026Q1: 8,300 shares; 2026Q2: 8,190 shares 8,190 $2.3M 0.29% -110 Timeline PMMF 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: 21,431 shares 21,431 $2.15M 0.28% new Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,249 shares; 2025Q2: 26,792 shares; 2025Q3: 26,898 shares; 2025Q4: 27,496 shares; 2026Q1: 30,280 shares; 2026Q2: 28,210 shares 28,210 $2.15M 0.28% -2,070 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: 6,433 shares; 2024Q4: 6,417 shares; 2025Q1: 5,778 shares; 2025Q2: 5,822 shares; 2025Q3: 5,861 shares; 2025Q4: 5,873 shares; 2026Q1: 5,667 shares; 2026Q2: 5,733 shares 5,733 $2.08M 0.27% +66 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: 3,406 shares; 2024Q4: 4,133 shares; 2025Q1: 3,954 shares; 2025Q2: 4,141 shares; 2025Q3: 2,867 shares; 2025Q4: 2,867 shares; 2026Q1: 2,841 shares; 2026Q2: 2,825 shares 2,825 $2.04M 0.26% -16 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,745 shares; 2024Q4: 3,797 shares; 2025Q1: 4,566 shares; 2025Q2: 15,003 shares; 2025Q3: 16,251 shares; 2025Q4: 17,415 shares; 2026Q1: 20,371 shares; 2026Q2: 22,673 shares 22,673 $1.94M 0.25% +2,302 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: 29,291 shares; 2024Q4: 29,077 shares; 2025Q1: 26,719 shares; 2025Q2: 26,943 shares; 2025Q3: 26,327 shares; 2025Q4: 26,213 shares; 2026Q1: 16,300 shares; 2026Q2: 16,312 shares 16,312 $1.92M 0.25% +12 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: 4,774 shares; 2024Q4: 4,776 shares; 2025Q1: 4,806 shares; 2025Q2: 4,816 shares; 2025Q3: 4,950 shares; 2025Q4: 5,323 shares; 2026Q1: 5,487 shares; 2026Q2: 5,157 shares 5,157 $1.84M 0.24% -330 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 301,957 shares; 2024Q4: 301,539 shares; 2025Q1: 297,602 shares; 2025Q2: 276,958 shares; 2025Q3: 80,965 shares; 2025Q4: 50,858 shares; 2026Q1: 30,278 shares; 2026Q2: 28,860 shares 28,860 $1.8M 0.23% -1,418 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: 41,016 shares; 2024Q4: 38,754 shares; 2025Q1: 39,604 shares; 2025Q2: 39,842 shares; 2025Q3: 38,255 shares; 2025Q4: 37,953 shares; 2026Q1: 40,132 shares; 2026Q2: 40,294 shares 40,294 $1.71M 0.22% +162 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: 84,866 shares; 2024Q4: 85,384 shares; 2025Q1: 97,295 shares; 2025Q2: 97,061 shares; 2025Q3: 25,761 shares; 2025Q4: 23,763 shares; 2026Q1: 15,428 shares; 2026Q2: 15,410 shares 15,410 $1.66M 0.21% -18 Timeline CHMG CHEMUNG FINL CORP More: the full row for CHEMUNG FINL 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: 21,914 shares 21,914 $1.63M 0.21% new 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: 14,498 shares; 2024Q4: 12,605 shares; 2025Q1: 12,605 shares; 2025Q2: 12,626 shares; 2025Q3: 12,275 shares; 2025Q4: 11,821 shares; 2026Q1: 11,710 shares; 2026Q2: 11,650 shares 11,650 $1.63M 0.21% -60 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: 10,225 shares; 2024Q4: 10,330 shares; 2025Q1: 11,192 shares; 2025Q2: 9,367 shares; 2025Q3: 9,211 shares; 2025Q4: 9,391 shares; 2026Q1: 9,604 shares; 2026Q2: 9,750 shares 9,750 $1.55M 0.2% +146 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: 2,258 shares; 2024Q4: 2,262 shares; 2025Q1: 2,280 shares; 2025Q2: 2,252 shares; 2025Q3: 2,241 shares; 2025Q4: 2,300 shares; 2026Q1: 4,728 shares; 2026Q2: 4,370 shares 4,370 $1.54M 0.2% -358 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,133 shares; 2024Q4: 4,083 shares; 2025Q1: 4,020 shares; 2025Q2: 4,304 shares; 2025Q3: 4,145 shares; 2025Q4: 4,095 shares; 2026Q1: 4,145 shares; 2026Q2: 4,116 shares 4,116 $1.52M 0.2% -29 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,372 shares; 2024Q4: 66,914 shares; 2025Q1: 63,033 shares; 2025Q2: 63,295 shares; 2025Q3: 58,563 shares; 2025Q4: 58,652 shares; 2026Q1: 68,890 shares; 2026Q2: 84,074 shares 84,074 $1.51M 0.19% +15,184 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: 2,687 shares; 2024Q4: 2,693 shares; 2025Q1: 1,393 shares; 2025Q2: 1,358 shares; 2025Q3: 1,419 shares; 2025Q4: 1,422 shares; 2026Q1: 1,414 shares; 2026Q2: 1,416 shares 1,416 $1.43M 0.18% +2 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: 3,237 shares; 2024Q4: 3,456 shares; 2025Q1: 5,378 shares; 2025Q2: 6,359 shares; 2025Q3: 5,523 shares; 2025Q4: 5,605 shares; 2026Q1: 5,116 shares; 2026Q2: 4,213 shares 4,213 $1.41M 0.18% -903 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: 13,039 shares; 2024Q4: 12,684 shares; 2025Q1: 12,772 shares; 2025Q2: 12,682 shares; 2025Q3: 12,301 shares; 2025Q4: 12,304 shares; 2026Q1: 12,256 shares; 2026Q2: 12,290 shares 12,290 $1.39M 0.18% +34 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: 15,453 shares; 2024Q4: 15,476 shares; 2025Q1: 3,439 shares; 2025Q2: 3,446 shares; 2025Q3: 5,190 shares; 2025Q4: 5,405 shares; 2026Q1: 5,874 shares; 2026Q2: 5,898 shares 5,898 $1.29M 0.16% +24 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,734 shares; 2024Q4: 81,940 shares; 2025Q1: 81,994 shares; 2025Q2: 82,042 shares; 2025Q3: 82,076 shares; 2025Q4: 82,094 shares; 2026Q1: 82,111 shares; 2026Q2: 82,132 shares 82,132 $1.27M 0.16% +21 Timeline CZNC CITIZENS & NORTHN CORP More: the full row for CITIZENS & NORTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,523 shares; 2024Q4: 46,235 shares; 2025Q1: 45,523 shares; 2025Q2: 46,110 shares; 2025Q3: 44,376 shares; 2025Q4: 43,741 shares; 2026Q1: 43,152 shares; 2026Q2: 50,802 shares 50,802 $1.18M 0.15% +7,650 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP 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: 585 shares; 2025Q4: not reported; 2026Q1: 2,816 shares; 2026Q2: 2,844 shares 2,844 $1.18M 0.15% +28 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,203 shares; 2025Q2: 6,919 shares; 2025Q3: 5,318 shares; 2025Q4: 5,027 shares; 2026Q1: 5,864 shares; 2026Q2: 4,198 shares 4,198 $1.14M 0.15% -1,666 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: 2,889 shares; 2025Q1: 3,007 shares; 2025Q2: 3,394 shares; 2025Q3: 3,637 shares; 2025Q4: 3,572 shares; 2026Q1: 2,801 shares; 2026Q2: 2,564 shares 2,564 $1.11M 0.14% -237 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: 3,263 shares; 2024Q4: 3,103 shares; 2025Q1: 3,101 shares; 2025Q2: 3,101 shares; 2025Q3: 3,099 shares; 2025Q4: 3,074 shares; 2026Q1: 3,005 shares; 2026Q2: 3,013 shares 3,013 $1.11M 0.14% +8 Timeline MGV 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: 7,835 shares; 2024Q4: 7,337 shares; 2025Q1: 7,530 shares; 2025Q2: 6,750 shares; 2025Q3: 6,802 shares; 2025Q4: 6,838 shares; 2026Q1: 6,978 shares; 2026Q2: 6,777 shares 6,777 $1.11M 0.14% -201 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: 3,351 shares; 2024Q4: 2,818 shares; 2025Q1: 2,827 shares; 2025Q2: 2,829 shares; 2025Q3: 2,830 shares; 2025Q4: 4,594 shares; 2026Q1: 6,266 shares; 2026Q2: 7,538 shares 7,538 $1.1M 0.14% +1,272 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: 2,398 shares; 2025Q1: 6,672 shares; 2025Q2: 7,191 shares; 2025Q3: 6,726 shares; 2025Q4: 6,596 shares; 2026Q1: 5,806 shares; 2026Q2: 3,702 shares 3,702 $1.1M 0.14% -2,104 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,345 shares; 2024Q4: 1,145 shares; 2025Q1: 1,329 shares; 2025Q2: 1,568 shares; 2025Q3: 1,612 shares; 2025Q4: 1,645 shares; 2026Q1: 1,779 shares; 2026Q2: 1,937 shares 1,937 $1.09M 0.14% +158 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: 2,860 shares; 2024Q4: 2,855 shares; 2025Q1: 2,905 shares; 2025Q2: 2,860 shares; 2025Q3: 2,860 shares; 2025Q4: 2,882 shares; 2026Q1: 2,883 shares; 2026Q2: 2,883 shares 2,883 $1.08M 0.14% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,257 shares; 2024Q4: 4,270 shares; 2025Q1: 4,189 shares; 2025Q2: 4,134 shares; 2025Q3: 4,364 shares; 2025Q4: 4,379 shares; 2026Q1: 4,495 shares; 2026Q2: 5,094 shares 5,094 $1.06M 0.14% +599 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,269 shares; 2024Q4: 5,274 shares; 2025Q1: 5,278 shares; 2025Q2: 5,346 shares; 2025Q3: 5,350 shares; 2025Q4: 5,202 shares; 2026Q1: 5,320 shares; 2026Q2: 5,346 shares 5,346 $1.01M 0.13% +26 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: 2,199 shares; 2024Q4: 2,203 shares; 2025Q1: 2,481 shares; 2025Q2: 2,117 shares; 2025Q3: 2,226 shares; 2025Q4: 2,805 shares; 2026Q1: 3,034 shares; 2026Q2: 2,683 shares 2,683 $1.01M 0.13% -351 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,803 shares; 2024Q4: 18,803 shares; 2025Q1: 18,803 shares; 2025Q2: 18,838 shares; 2025Q3: 18,838 shares; 2025Q4: 18,838 shares; 2026Q1: 18,788 shares; 2026Q2: 18,838 shares 18,838 $1.01M 0.13% +50 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: 7,548 shares; 2024Q4: 7,494 shares; 2025Q1: 7,222 shares; 2025Q2: 7,009 shares; 2025Q3: 7,079 shares; 2025Q4: 7,079 shares; 2026Q1: 7,429 shares; 2026Q2: 7,435 shares 7,435 $1.01M 0.13% +6 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,673 shares; 2024Q4: 10,676 shares; 2025Q1: 10,625 shares; 2025Q2: 10,682 shares; 2025Q3: 10,261 shares; 2025Q4: 10,279 shares; 2026Q1: 10,947 shares; 2026Q2: 11,091 shares 11,091 $974K 0.12% +144 Timeline SCHB 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: 11,592 shares; 2024Q4: 34,809 shares; 2025Q1: 34,838 shares; 2025Q2: 34,636 shares; 2025Q3: 34,360 shares; 2025Q4: 32,151 shares; 2026Q1: 32,174 shares; 2026Q2: 32,196 shares 32,196 $932K 0.12% +22 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,753 shares; 2024Q4: 1,756 shares; 2025Q1: 1,765 shares; 2025Q2: 1,824 shares; 2025Q3: 1,814 shares; 2025Q4: 1,801 shares; 2026Q1: 1,817 shares; 2026Q2: 1,823 shares 1,823 $929K 0.12% +6 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,064 shares; 2024Q4: 1,045 shares; 2025Q1: 1,030 shares; 2025Q2: 1,031 shares; 2025Q3: 1,018 shares; 2025Q4: 971 shares; 2026Q1: 963 shares; 2026Q2: 7,710 shares 7,710 $922K 0.12% +6,747 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,352 shares; 2024Q4: 9,352 shares; 2025Q1: 8,552 shares; 2025Q2: 8,089 shares; 2025Q3: 19,789 shares; 2025Q4: 17,753 shares; 2026Q1: 17,824 shares; 2026Q2: 17,929 shares 17,929 $907K 0.12% +105 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 914 shares; 2024Q4: 915 shares; 2025Q1: 917 shares; 2025Q2: 984 shares; 2025Q3: 986 shares; 2025Q4: 988 shares; 2026Q1: 1,176 shares; 2026Q2: 1,177 shares 1,177 $880K 0.11% +1 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,968 shares; 2024Q4: 7,945 shares; 2025Q1: 7,953 shares; 2025Q2: 7,961 shares; 2025Q3: 7,639 shares; 2025Q4: 7,645 shares; 2026Q1: 7,650 shares; 2026Q2: 7,654 shares 7,654 $879K 0.11% +4 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,596 shares; 2024Q4: 3,596 shares; 2025Q1: 3,813 shares; 2025Q2: 4,081 shares; 2025Q3: 4,309 shares; 2025Q4: 4,306 shares; 2026Q1: 4,970 shares; 2026Q2: 3,330 shares 3,330 $867K 0.11% -1,640 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,494 shares; 2024Q4: 3,610 shares; 2025Q1: 3,614 shares; 2025Q2: 3,616 shares; 2025Q3: 3,613 shares; 2025Q4: 3,613 shares; 2026Q1: 3,446 shares; 2026Q2: 3,447 shares 3,447 $836K 0.11% +1 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: 1,359 shares; 2024Q4: 2,568 shares; 2025Q1: 2,763 shares; 2025Q2: 2,811 shares; 2025Q3: 3,533 shares; 2025Q4: 2,888 shares; 2026Q1: 2,419 shares; 2026Q2: 2,419 shares 2,419 $825K 0.11% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,169 shares; 2024Q4: 23,474 shares; 2025Q1: 23,291 shares; 2025Q2: 23,103 shares; 2025Q3: 22,729 shares; 2025Q4: 22,440 shares; 2026Q1: 22,835 shares; 2026Q2: 22,427 shares 22,427 $815K 0.1% -408 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: 47,249 shares; 2024Q4: 42,034 shares; 2025Q1: 38,682 shares; 2025Q2: 38,293 shares; 2025Q3: 37,875 shares; 2025Q4: 35,161 shares; 2026Q1: 33,491 shares; 2026Q2: 33,067 shares 33,067 $796K 0.1% -424 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: 9,157 shares; 2024Q4: 9,084 shares; 2025Q1: 9,010 shares; 2025Q2: 8,823 shares; 2025Q3: 8,823 shares; 2025Q4: 8,808 shares; 2026Q1: 8,074 shares; 2026Q2: 8,073 shares 8,073 $779K 0.1% -1 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,286 shares; 2024Q4: 2,286 shares; 2025Q1: 2,081 shares; 2025Q2: 2,081 shares; 2025Q3: 2,081 shares; 2025Q4: 2,081 shares; 2026Q1: 2,081 shares; 2026Q2: 2,081 shares 2,081 $738K 0.09% 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: 8,763 shares; 2024Q4: 8,771 shares; 2025Q1: 8,772 shares; 2025Q2: 8,773 shares; 2025Q3: 8,556 shares; 2025Q4: 8,628 shares; 2026Q1: 8,629 shares; 2026Q2: 8,680 shares 8,680 $717K 0.09% +51 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,419 shares; 2024Q4: 13,447 shares; 2025Q1: 13,523 shares; 2025Q2: 13,644 shares; 2025Q3: 12,333 shares; 2025Q4: 12,418 shares; 2026Q1: 12,810 shares; 2026Q2: 12,589 shares 12,589 $717K 0.09% -221 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,116 shares; 2024Q4: 2,133 shares; 2025Q1: 2,138 shares; 2025Q2: 2,142 shares; 2025Q3: 2,147 shares; 2025Q4: 2,688 shares; 2026Q1: 3,746 shares; 2026Q2: 3,751 shares 3,751 $695K 0.09% +5 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,265 shares; 2024Q4: 4,285 shares; 2025Q1: 4,294 shares; 2025Q2: 4,279 shares; 2025Q3: 4,288 shares; 2025Q4: 4,292 shares; 2026Q1: 4,270 shares; 2026Q2: 4,279 shares 4,279 $672K 0.09% +9 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,221 shares; 2024Q4: 2,229 shares; 2025Q1: 4,718 shares; 2025Q2: 4,744 shares; 2025Q3: 4,765 shares; 2025Q4: 4,819 shares; 2026Q1: 2,488 shares; 2026Q2: 2,476 shares 2,476 $669K 0.09% -12 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: 945 shares; 2024Q4: 942 shares; 2025Q1: 1,310 shares; 2025Q2: 1,420 shares; 2025Q3: 1,495 shares; 2025Q4: 1,575 shares; 2026Q1: 1,587 shares; 2026Q2: 1,587 shares 1,587 $668K 0.09% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,253 shares; 2024Q4: 2,253 shares; 2025Q1: 2,254 shares; 2025Q2: 2,254 shares; 2025Q3: 2,254 shares; 2025Q4: 2,140 shares; 2026Q1: 2,186 shares; 2026Q2: 2,187 shares 2,187 $652K 0.08% +1 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: 1,876 shares; 2024Q4: 1,878 shares; 2025Q1: 1,845 shares; 2025Q2: 1,860 shares; 2025Q3: 1,861 shares; 2025Q4: 1,878 shares; 2026Q1: 1,880 shares; 2026Q2: 1,892 shares 1,892 $649K 0.08% +12 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,718 shares; 2025Q4: 5,568 shares; 2026Q1: 6,975 shares; 2026Q2: 6,445 shares 6,445 $642K 0.08% -530 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,180 shares; 2024Q4: 4,935 shares; 2025Q1: 4,944 shares; 2025Q2: 4,976 shares; 2025Q3: 4,762 shares; 2025Q4: 4,762 shares; 2026Q1: 4,982 shares; 2026Q2: 4,983 shares 4,983 $631K 0.08% +1 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: 683 shares; 2024Q4: 686 shares; 2025Q1: 796 shares; 2025Q2: 890 shares; 2025Q3: 967 shares; 2025Q4: 972 shares; 2026Q1: 896 shares; 2026Q2: 873 shares 873 $623K 0.08% -23 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 2,393 shares; 2026Q2: 2,533 shares 2,533 $621K 0.08% +140 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,775 shares; 2026Q2: 5,826 shares 5,826 $605K 0.08% +1,051 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 568 shares; 2024Q4: 569 shares; 2025Q1: 571 shares; 2025Q2: 572 shares; 2025Q3: 513 shares; 2025Q4: 514 shares; 2026Q1: 515 shares; 2026Q2: 516 shares 516 $585K 0.07% +1 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: 33,263 shares; 2024Q4: 33,072 shares; 2025Q1: 31,764 shares; 2025Q2: 31,917 shares; 2025Q3: 30,482 shares; 2025Q4: 28,473 shares; 2026Q1: 28,242 shares; 2026Q2: 28,249 shares 28,249 $585K 0.07% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,246 shares; 2026Q2: 14,160 shares 14,160 $581K 0.07% -86 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: 2,229 shares; 2024Q4: 2,234 shares; 2025Q1: 2,236 shares; 2025Q2: 2,224 shares; 2025Q3: 2,228 shares; 2025Q4: 2,234 shares; 2026Q1: 2,296 shares; 2026Q2: 2,303 shares 2,303 $580K 0.07% +7 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,543 shares; 2025Q1: 10,624 shares; 2025Q2: 10,512 shares; 2025Q3: 10,137 shares; 2025Q4: 10,278 shares; 2026Q1: 11,372 shares; 2026Q2: 11,403 shares 11,403 $578K 0.07% +31 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,109 shares; 2024Q4: 2,111 shares; 2025Q1: 2,112 shares; 2025Q2: 2,113 shares; 2025Q3: 2,115 shares; 2025Q4: 2,122 shares; 2026Q1: 2,322 shares; 2026Q2: 2,319 shares 2,319 $571K 0.07% -3 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,474 shares; 2024Q4: 2,479 shares; 2025Q1: 2,483 shares; 2025Q2: 2,488 shares; 2025Q3: 2,492 shares; 2025Q4: 2,496 shares; 2026Q1: 2,500 shares; 2026Q2: 2,503 shares 2,503 $568K 0.07% +3 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,721 shares; 2024Q4: 1,721 shares; 2025Q1: 1,721 shares; 2025Q2: 1,691 shares; 2025Q3: 1,691 shares; 2025Q4: 1,691 shares; 2026Q1: 1,691 shares; 2026Q2: 1,691 shares 1,691 $561K 0.07% 0 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,217 shares; 2025Q3: 9,830 shares; 2025Q4: 10,738 shares; 2026Q1: 4,817 shares; 2026Q2: 4,864 shares 4,864 $532K 0.07% +47 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,907 shares; 2024Q4: 4,910 shares; 2025Q1: 4,913 shares; 2025Q2: 4,917 shares; 2025Q3: 4,513 shares; 2025Q4: 4,513 shares; 2026Q1: 4,513 shares; 2026Q2: 4,513 shares 4,513 $527K 0.07% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,327 shares; 2024Q4: 2,328 shares; 2025Q1: 2,348 shares; 2025Q2: 2,349 shares; 2025Q3: 2,350 shares; 2025Q4: 2,352 shares; 2026Q1: 2,353 shares; 2026Q2: 2,355 shares 2,355 $525K 0.07% +2 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: 2,770 shares; 2024Q4: 2,778 shares; 2025Q1: 2,785 shares; 2025Q2: 2,818 shares; 2025Q3: 2,822 shares; 2025Q4: 2,829 shares; 2026Q1: 2,883 shares; 2026Q2: 2,884 shares 2,884 $522K 0.07% +1 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,763 shares; 2024Q4: 2,772 shares; 2025Q1: 2,943 shares; 2025Q2: 3,037 shares; 2025Q3: 3,047 shares; 2025Q4: 2,928 shares; 2026Q1: 2,931 shares; 2026Q2: 2,934 shares 2,934 $515K 0.07% +3 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 226 shares 226 $514K 0.07% new 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: 683 shares; 2025Q1: 683 shares; 2025Q2: 686 shares; 2025Q3: 686 shares; 2025Q4: 336 shares; 2026Q1: 336 shares; 2026Q2: 436 shares 436 $513K 0.07% +100 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: 5,626 shares; 2024Q4: 16,890 shares; 2025Q1: 16,902 shares; 2025Q2: 16,914 shares; 2025Q3: 16,926 shares; 2025Q4: 16,939 shares; 2026Q1: 17,395 shares; 2026Q2: 17,407 shares 17,407 $512K 0.07% +12 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,524 shares; 2024Q4: 3,524 shares; 2025Q1: 3,524 shares; 2025Q2: 3,524 shares; 2025Q3: 3,524 shares; 2025Q4: 3,524 shares; 2026Q1: 3,524 shares; 2026Q2: 3,524 shares 3,524 $510K 0.07% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,448 shares; 2024Q4: 1,636 shares; 2025Q1: 1,429 shares; 2025Q2: 1,410 shares; 2025Q3: 1,436 shares; 2025Q4: 1,406 shares; 2026Q1: 1,006 shares; 2026Q2: 1,951 shares 1,951 $499K 0.06% +945 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: 1,785 shares; 2024Q4: 1,785 shares; 2025Q1: 1,793 shares; 2025Q2: 1,799 shares; 2025Q3: 1,799 shares; 2025Q4: 1,801 shares; 2026Q1: 1,830 shares; 2026Q2: 1,828 shares 1,828 $497K 0.06% -2 Timeline FELC 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: 11,860 shares; 2024Q4: 11,860 shares; 2025Q1: 11,860 shares; 2025Q2: 11,860 shares; 2025Q3: 11,860 shares; 2025Q4: 11,860 shares; 2026Q1: 11,860 shares; 2026Q2: 11,860 shares 11,860 $497K 0.06% 0 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: not reported; 2024Q4: 1,908 shares; 2025Q1: 4,017 shares; 2025Q2: 4,367 shares; 2025Q3: 4,452 shares; 2025Q4: 4,385 shares; 2026Q1: 4,408 shares; 2026Q2: 4,496 shares 4,496 $490K 0.06% +88 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,565 shares; 2024Q4: 5,308 shares; 2025Q1: 7,731 shares; 2025Q2: 7,590 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,214 shares 10,214 $490K 0.06% 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: 1,131 shares; 2024Q4: 1,131 shares; 2025Q1: 1,131 shares; 2025Q2: 1,131 shares; 2025Q3: 1,131 shares; 2025Q4: 1,131 shares; 2026Q1: 1,131 shares; 2026Q2: 1,431 shares 1,431 $484K 0.06% +300 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 750 shares; 2026Q2: 986 shares 986 $484K 0.06% +236 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,597 shares; 2024Q4: 1,597 shares; 2025Q1: 1,613 shares; 2025Q2: 1,613 shares; 2025Q3: 1,613 shares; 2025Q4: 1,613 shares; 2026Q1: 1,639 shares; 2026Q2: 1,639 shares 1,639 $481K 0.06% 0 Timeline GDMA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,690 shares; 2024Q4: 10,644 shares; 2025Q1: 10,648 shares; 2025Q2: 10,648 shares; 2025Q3: 10,648 shares; 2025Q4: 10,648 shares; 2026Q1: 10,781 shares; 2026Q2: 10,781 shares 10,781 $468K 0.06% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 878 shares; 2024Q4: 876 shares; 2025Q1: 884 shares; 2025Q2: 905 shares; 2025Q3: 906 shares; 2025Q4: 907 shares; 2026Q1: 908 shares; 2026Q2: 909 shares 909 $467K 0.06% +1 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: 3,253 shares; 2024Q4: 4,037 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 798 shares 798 $464K 0.06% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 909 shares; 2024Q4: 910 shares; 2025Q1: 912 shares; 2025Q2: 913 shares; 2025Q3: 914 shares; 2025Q4: 915 shares; 2026Q1: 916 shares; 2026Q2: 917 shares 917 $454K 0.06% +1 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,327 shares; 2024Q4: 6,598 shares; 2025Q1: 6,603 shares; 2025Q2: 6,608 shares; 2025Q3: 6,210 shares; 2025Q4: 6,209 shares; 2026Q1: 6,409 shares; 2026Q2: 6,409 shares 6,409 $438K 0.06% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,125 shares; 2024Q4: 12,503 shares; 2025Q1: 12,505 shares; 2025Q2: 12,508 shares; 2025Q3: 12,510 shares; 2025Q4: 12,512 shares; 2026Q1: 12,515 shares; 2026Q2: 12,517 shares 12,517 $424K 0.05% +2 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE 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: 746 shares 746 $418K 0.05% new 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: not reported; 2024Q4: 4,025 shares; 2025Q1: 4,018 shares; 2025Q2: 4,004 shares; 2025Q3: 4,004 shares; 2025Q4: 4,044 shares; 2026Q1: 4,044 shares; 2026Q2: 4,055 shares 4,055 $415K 0.05% +11 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 468 shares; 2025Q3: 549 shares; 2025Q4: 549 shares; 2026Q1: 581 shares; 2026Q2: 543 shares 543 $414K 0.05% -38 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: 1,168 shares; 2024Q4: 1,168 shares; 2025Q1: 1,168 shares; 2025Q2: 1,168 shares; 2025Q3: 1,168 shares; 2025Q4: 1,170 shares; 2026Q1: 1,171 shares; 2026Q2: 1,729 shares 1,729 $412K 0.05% +558 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 255 shares; 2025Q1: 333 shares; 2025Q2: 358 shares; 2025Q3: 395 shares; 2025Q4: 4,028 shares; 2026Q1: 4,956 shares; 2026Q2: 5,618 shares 5,618 $401K 0.05% +662 Timeline MINT 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: 4,736 shares; 2024Q4: 4,228 shares; 2025Q1: 4,090 shares; 2025Q2: 3,884 shares; 2025Q3: 3,917 shares; 2025Q4: 3,949 shares; 2026Q1: 3,935 shares; 2026Q2: 3,965 shares 3,965 $400K 0.05% +30 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,729 shares; 2025Q3: 18,649 shares; 2025Q4: 11,866 shares; 2026Q1: 10,627 shares; 2026Q2: 10,685 shares 10,685 $393K 0.05% +58 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,916 shares; 2024Q4: 3,879 shares; 2025Q1: 3,889 shares; 2025Q2: 3,863 shares; 2025Q3: 3,835 shares; 2025Q4: 3,850 shares; 2026Q1: 3,552 shares; 2026Q2: 3,615 shares 3,615 $390K 0.05% +63 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 755 shares; 2026Q2: 337 shares 337 $390K 0.05% -418 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,034 shares; 2024Q4: 5,038 shares; 2025Q1: 5,595 shares; 2025Q2: 5,844 shares; 2025Q3: 5,510 shares; 2025Q4: 5,516 shares; 2026Q1: 4,619 shares; 2026Q2: 4,619 shares 4,619 $375K 0.05% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,843 shares; 2024Q4: 3,874 shares; 2025Q1: 3,885 shares; 2025Q2: 3,936 shares; 2025Q3: 3,943 shares; 2025Q4: 3,969 shares; 2026Q1: 4,152 shares; 2026Q2: 4,191 shares 4,191 $371K 0.05% +39 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,220 shares 5,220 $365K 0.05% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,052 shares; 2025Q3: 1,400 shares; 2025Q4: 1,435 shares; 2026Q1: 2,575 shares; 2026Q2: 2,299 shares 2,299 $360K 0.05% -276 Timeline SITM SITIME CORP More: the full row for SITIME 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: 475 shares 475 $354K 0.05% new 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: 1,306 shares; 2024Q4: 1,306 shares; 2025Q1: 1,306 shares; 2025Q2: 1,306 shares; 2025Q3: 1,306 shares; 2025Q4: 1,306 shares; 2026Q1: 1,306 shares; 2026Q2: 1,306 shares 1,306 $353K 0.05% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,581 shares; 2024Q4: 1,581 shares; 2025Q1: 1,581 shares; 2025Q2: 1,581 shares; 2025Q3: 1,581 shares; 2025Q4: 1,581 shares; 2026Q1: 1,581 shares; 2026Q2: 1,581 shares 1,581 $345K 0.04% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: not reported; 2026Q2: 1,838 shares 1,838 $345K 0.04% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG 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: 2,149 shares 2,149 $337K 0.04% new Timeline VYM 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: not reported; 2024Q4: not reported; 2025Q1: 2,111 shares; 2025Q2: 2,116 shares; 2025Q3: 2,120 shares; 2025Q4: 2,077 shares; 2026Q1: 2,081 shares; 2026Q2: 2,085 shares 2,085 $330K 0.04% +4 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: 2,785 shares; 2024Q4: 2,785 shares; 2025Q1: 2,793 shares; 2025Q2: 2,803 shares; 2025Q3: 3,629 shares; 2025Q4: 3,470 shares; 2026Q1: 3,375 shares; 2026Q2: 3,403 shares 3,403 $328K 0.04% +28 Timeline IHE 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: 2,920 shares; 2025Q4: 3,034 shares; 2026Q1: 3,220 shares; 2026Q2: 3,234 shares 3,234 $320K 0.04% +14 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,965 shares; 2025Q2: 2,776 shares; 2025Q3: 2,451 shares; 2025Q4: 2,113 shares; 2026Q1: 1,745 shares; 2026Q2: 1,853 shares 1,853 $315K 0.04% +108 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,201 shares 2,201 $311K 0.04% new Timeline MLPA 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,842 shares 5,842 $310K 0.04% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,252 shares; 2025Q1: 1,260 shares; 2025Q2: 1,260 shares; 2025Q3: 1,420 shares; 2025Q4: 1,429 shares; 2026Q1: 1,428 shares; 2026Q2: 1,428 shares 1,428 $309K 0.04% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,173 shares; 2026Q2: 1,176 shares 1,176 $306K 0.04% +3 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,888 shares; 2024Q4: 8,827 shares; 2025Q1: 1,899 shares; 2025Q2: 1,900 shares; 2025Q3: 1,902 shares; 2025Q4: 1,903 shares; 2026Q1: 1,876 shares; 2026Q2: 1,877 shares 1,877 $304K 0.04% +1 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN 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: not reported; 2025Q3: 479 shares; 2025Q4: not reported; 2026Q1: 685 shares; 2026Q2: 789 shares 789 $303K 0.04% +104 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,368 shares; 2024Q4: 4,391 shares; 2025Q1: 4,391 shares; 2025Q2: 4,403 shares; 2025Q3: 4,403 shares; 2025Q4: 4,447 shares; 2026Q1: 4,447 shares; 2026Q2: 4,457 shares 4,457 $300K 0.04% +10 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 149 shares; 2026Q2: 143 shares 143 $298K 0.04% -6 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 601 shares; 2026Q1: 601 shares; 2026Q2: 600 shares 600 $295K 0.04% -1 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,588 shares; 2024Q4: 8,588 shares; 2025Q1: 8,588 shares; 2025Q2: 8,588 shares; 2025Q3: 7,705 shares; 2025Q4: 7,705 shares; 2026Q1: 7,705 shares; 2026Q2: 7,705 shares 7,705 $295K 0.04% 0 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,285 shares; 2024Q4: 4,285 shares; 2025Q1: 4,285 shares; 2025Q2: 4,285 shares; 2025Q3: 4,285 shares; 2025Q4: 4,285 shares; 2026Q1: 4,285 shares; 2026Q2: 4,285 shares 4,285 $292K 0.04% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,161 shares; 2024Q4: 3,139 shares; 2025Q1: 3,144 shares; 2025Q2: 3,150 shares; 2025Q3: 2,875 shares; 2025Q4: 5,764 shares; 2026Q1: 5,774 shares; 2026Q2: 5,751 shares 5,751 $292K 0.04% -23 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,411 shares; 2025Q4: 1,414 shares; 2026Q1: 1,767 shares; 2026Q2: 1,794 shares 1,794 $292K 0.04% +27 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 298 shares 298 $288K 0.04% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,819 shares; 2024Q4: 5,462 shares; 2025Q1: 5,407 shares; 2025Q2: 5,414 shares; 2025Q3: 5,422 shares; 2025Q4: 5,235 shares; 2026Q1: 4,984 shares; 2026Q2: 4,995 shares 4,995 $288K 0.04% +11 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,532 shares; 2024Q4: 3,549 shares; 2025Q1: 3,549 shares; 2025Q2: 3,549 shares; 2025Q3: 3,549 shares; 2025Q4: 3,563 shares; 2026Q1: 3,563 shares; 2026Q2: 3,563 shares 3,563 $281K 0.04% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,737 shares; 2025Q1: 3,737 shares; 2025Q2: 3,737 shares; 2025Q3: 3,737 shares; 2025Q4: 3,754 shares; 2026Q1: 3,754 shares; 2026Q2: 3,754 shares 3,754 $279K 0.04% 0 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,470 shares 1,470 $275K 0.04% new Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 2,199 shares; 2025Q3: 2,202 shares; 2025Q4: 2,205 shares; 2026Q1: 2,207 shares; 2026Q2: 2,209 shares 2,209 $270K 0.03% +2 Timeline KBWP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,314 shares; 2024Q4: 2,319 shares; 2025Q1: 2,323 shares; 2025Q2: 2,325 shares; 2025Q3: 2,327 shares; 2025Q4: 2,331 shares; 2026Q1: 2,337 shares; 2026Q2: 2,121 shares 2,121 $269K 0.03% -216 Timeline JEPI 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: 4,608 shares; 2024Q4: 4,630 shares; 2025Q1: 4,615 shares; 2025Q2: 4,891 shares; 2025Q3: 4,890 shares; 2025Q4: 5,100 shares; 2026Q1: 4,924 shares; 2026Q2: 4,742 shares 4,742 $268K 0.03% -182 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,071 shares; 2025Q1: 1,072 shares; 2025Q2: 1,072 shares; 2025Q3: 1,072 shares; 2025Q4: 1,073 shares; 2026Q1: 1,073 shares; 2026Q2: 838 shares 838 $266K 0.03% -235 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 557 shares 557 $266K 0.03% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares; 2026Q1: 2,703 shares; 2026Q2: 2,764 shares 2,764 $262K 0.03% +61 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,122 shares; 2026Q1: 2,994 shares; 2026Q2: 3,010 shares 3,010 $262K 0.03% +16 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,403 shares; 2025Q2: 3,443 shares; 2025Q3: 3,455 shares; 2025Q4: 3,475 shares; 2026Q1: 3,475 shares; 2026Q2: 3,601 shares 3,601 $259K 0.03% +126 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,414 shares; 2024Q4: 2,055 shares; 2025Q1: 2,100 shares; 2025Q2: not reported; 2025Q3: 2,266 shares; 2025Q4: 2,266 shares; 2026Q1: 2,167 shares; 2026Q2: 2,473 shares 2,473 $257K 0.03% +306 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,598 shares 1,598 $254K 0.03% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 776 shares; 2025Q3: 778 shares; 2025Q4: 781 shares; 2026Q1: 783 shares; 2026Q2: 3,137 shares 3,137 $253K 0.03% +2,354 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,240 shares; 2024Q4: 23,240 shares; 2025Q1: 23,240 shares; 2025Q2: 23,240 shares; 2025Q3: 23,240 shares; 2025Q4: 23,240 shares; 2026Q1: 23,240 shares; 2026Q2: 23,240 shares 23,240 $251K 0.03% 0 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: 487 shares; 2024Q4: 487 shares; 2025Q1: 491 shares; 2025Q2: 495 shares; 2025Q3: 491 shares; 2025Q4: 491 shares; 2026Q1: 491 shares; 2026Q2: 491 shares 491 $246K 0.03% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,189 shares; 2024Q4: 3,038 shares; 2025Q1: 3,040 shares; 2025Q2: 3,043 shares; 2025Q3: 2,995 shares; 2025Q4: 2,849 shares; 2026Q1: 2,647 shares; 2026Q2: 2,647 shares 2,647 $243K 0.03% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 470 shares 470 $233K 0.03% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,409 shares; 2024Q4: 3,417 shares; 2025Q1: 3,316 shares; 2025Q2: 3,405 shares; 2025Q3: 2,467 shares; 2025Q4: 2,470 shares; 2026Q1: 2,474 shares; 2026Q2: 2,481 shares 2,481 $225K 0.03% +7 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,417 shares; 2025Q2: 1,418 shares; 2025Q3: 1,420 shares; 2025Q4: 1,405 shares; 2026Q1: 1,405 shares; 2026Q2: 1,405 shares 1,405 $225K 0.03% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $225K 0.03% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES 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: 1,765 shares; 2026Q1: 1,767 shares; 2026Q2: 1,770 shares 1,770 $224K 0.03% +3 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,754 shares 2,754 $223K 0.03% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 730 shares 730 $220K 0.03% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,150 shares 3,150 $216K 0.03% new 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: 1,186 shares; 2024Q4: 1,186 shares; 2025Q1: 1,464 shares; 2025Q2: 1,173 shares; 2025Q3: 1,067 shares; 2025Q4: 1,070 shares; 2026Q1: 864 shares; 2026Q2: 864 shares 864 $215K 0.03% 0 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 625 shares 625 $212K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,820 shares; 2025Q4: 2,855 shares; 2026Q1: 2,404 shares; 2026Q2: 2,432 shares 2,432 $210K 0.03% +28 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 885 shares 885 $209K 0.03% new Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,514 shares 3,514 $209K 0.03% new Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,101 shares 8,101 $207K 0.03% new Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,141 shares; 2026Q1: not reported; 2026Q2: 4,005 shares 4,005 $206K 0.03% new 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: not reported; 2026Q2: 322 shares 322 $206K 0.03% new Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,132 shares; 2024Q4: 3,132 shares; 2025Q1: 3,149 shares; 2025Q2: 3,164 shares; 2025Q3: 3,179 shares; 2025Q4: 3,196 shares; 2026Q1: 3,211 shares; 2026Q2: 3,231 shares 3,231 $203K 0.03% +20 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,223 shares 1,223 $202K 0.03% new Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD 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: 26,166 shares; 2025Q4: 15,324 shares; 2026Q1: 15,324 shares; 2026Q2: 19,274 shares 19,274 $147K 0.02% +3,950 Timeline