SUSA 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: 469,719 shares; 2025Q2: 477,637 shares; 2025Q3: 517,615 shares; 2025Q4: 514,454 shares; 2026Q1: 522,494 shares; 2026Q2: 524,325 shares 524,325 $80.9M 5.06% +1,831 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: not reported; 2024Q4: 779,899 shares; 2025Q1: 752,855 shares; 2025Q2: 731,391 shares; 2025Q3: 731,398 shares; 2025Q4: 732,980 shares; 2026Q1: 736,635 shares; 2026Q2: 822,257 shares 822,257 $69.5M 4.35% +85,622 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: not reported; 2024Q4: 851,724 shares; 2025Q1: 416,825 shares; 2025Q2: 402,011 shares; 2025Q3: 419,800 shares; 2025Q4: 407,924 shares; 2026Q1: 412,576 shares; 2026Q2: 444,726 shares 444,726 $63M 3.94% +32,150 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: 628,480 shares; 2024Q4: 1,842,819 shares; 2025Q1: 1,809,275 shares; 2025Q2: 1,806,295 shares; 2025Q3: 1,805,783 shares; 2025Q4: 1,788,112 shares; 2026Q1: 1,851,852 shares; 2026Q2: 1,869,009 shares 1,869,009 $55M 3.44% +17,157 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: not reported; 2024Q4: 413,192 shares; 2025Q1: 356,722 shares; 2025Q2: 353,448 shares; 2025Q3: 338,843 shares; 2025Q4: 342,421 shares; 2026Q1: 316,105 shares; 2026Q2: 622,737 shares 622,737 $53.2M 3.33% +306,632 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 274,075 shares; 2025Q4: 272,981 shares; 2026Q1: 272,951 shares; 2026Q2: 349,458 shares 349,458 $46.2M 2.89% +76,507 Timeline SMMD 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: 491,513 shares 491,513 $45M 2.82% new Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 494,475 shares; 2025Q4: 500,363 shares; 2026Q1: 479,476 shares; 2026Q2: 483,384 shares 483,384 $39.8M 2.49% +3,908 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 430,119 shares 430,119 $37.1M 2.32% new Timeline DFAI 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: 830,927 shares 830,927 $34.3M 2.14% new Timeline JCPB 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: 235,125 shares; 2024Q4: 261,245 shares; 2025Q1: 476,496 shares; 2025Q2: 497,940 shares; 2025Q3: 495,239 shares; 2025Q4: 567,642 shares; 2026Q1: 579,129 shares; 2026Q2: 670,530 shares 670,530 $31.5M 1.97% +91,401 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 139,739 shares 139,739 $30.5M 1.9% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,493 shares; 2025Q1: 27,031 shares; 2025Q2: 27,113 shares; 2025Q3: 27,187 shares; 2025Q4: 29,028 shares; 2026Q1: 29,105 shares; 2026Q2: 37,569 shares 37,569 $28.1M 1.76% +8,464 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: 83 shares; 2024Q4: not reported; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 209 shares; 2025Q4: 5,617 shares; 2026Q1: 5,617 shares; 2026Q2: 35,809 shares 35,809 $26.8M 1.68% +30,192 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 421,301 shares; 2024Q4: 482,003 shares; 2025Q1: 1,246,581 shares; 2025Q2: 1,312,174 shares; 2025Q3: 1,327,120 shares; 2025Q4: 1,416,186 shares; 2026Q1: 1,448,572 shares; 2026Q2: 1,578,735 shares 1,578,735 $26.3M 1.64% +130,163 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,203,208 shares 1,203,208 $25.3M 1.58% new 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: 277,406 shares; 2024Q4: 819,732 shares; 2025Q1: 827,610 shares; 2025Q2: 852,181 shares; 2025Q3: 830,952 shares; 2025Q4: 872,697 shares; 2026Q1: 853,890 shares; 2026Q2: 852,429 shares 852,429 $24.7M 1.54% -1,461 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,353 shares; 2024Q4: 185,652 shares; 2025Q1: 201,154 shares; 2025Q2: 210,113 shares; 2025Q3: 218,604 shares; 2025Q4: 242,790 shares; 2026Q1: 248,875 shares; 2026Q2: 280,609 shares 280,609 $20.6M 1.29% +31,734 Timeline DFSD 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: 406,393 shares 406,393 $19.4M 1.21% new Timeline SCZ 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: 152,767 shares; 2025Q1: 135,712 shares; 2025Q2: 136,400 shares; 2025Q3: 132,707 shares; 2025Q4: 124,917 shares; 2026Q1: 225,289 shares; 2026Q2: 225,707 shares 225,707 $18.6M 1.16% +418 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,728 shares; 2024Q4: 454,218 shares; 2025Q1: 465,890 shares; 2025Q2: 471,014 shares; 2025Q3: 464,329 shares; 2025Q4: 469,627 shares; 2026Q1: 483,863 shares; 2026Q2: 496,630 shares 496,630 $17.9M 1.12% +12,767 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: 146,945 shares; 2024Q4: 450,975 shares; 2025Q1: 443,103 shares; 2025Q2: 446,152 shares; 2025Q3: 447,269 shares; 2025Q4: 460,324 shares; 2026Q1: 468,821 shares; 2026Q2: 471,971 shares 471,971 $17.4M 1.09% +3,150 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: 167,405 shares; 2025Q1: 208,290 shares; 2025Q2: 222,243 shares; 2025Q3: 249,988 shares; 2025Q4: 262,685 shares; 2026Q1: 264,311 shares; 2026Q2: 47,559 shares 47,559 $16.1M 1.01% -216,752 Timeline DFAE 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: 398,310 shares 398,310 $16M 1% new 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: 21,455 shares; 2024Q4: 22,480 shares; 2025Q1: 22,369 shares; 2025Q2: 24,168 shares; 2025Q3: 24,712 shares; 2025Q4: 23,145 shares; 2026Q1: 20,916 shares; 2026Q2: 13,560 shares 13,560 $15.7M 0.98% -7,356 Timeline DFCF 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: 349,716 shares 349,716 $14.8M 0.92% new Timeline DFGX 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: 272,457 shares 272,457 $14.6M 0.91% new 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: not reported; 2024Q4: 24,546 shares; 2025Q1: 24,548 shares; 2025Q2: 25,047 shares; 2025Q3: 25,168 shares; 2025Q4: 25,198 shares; 2026Q1: 25,242 shares; 2026Q2: 204,646 shares 204,646 $14.6M 0.91% +179,404 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: 80,447 shares; 2024Q4: 75,165 shares; 2025Q1: 71,171 shares; 2025Q2: 71,361 shares; 2025Q3: 69,518 shares; 2025Q4: 67,673 shares; 2026Q1: 67,063 shares; 2026Q2: 72,495 shares 72,495 $14.5M 0.91% +5,432 Timeline SCHF 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: 204,261 shares; 2024Q4: 414,993 shares; 2025Q1: 430,188 shares; 2025Q2: 417,626 shares; 2025Q3: 417,424 shares; 2025Q4: 420,687 shares; 2026Q1: 452,213 shares; 2026Q2: 508,759 shares 508,759 $14.1M 0.88% +56,546 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275,319 shares; 2024Q4: 280,125 shares; 2025Q1: 262,984 shares; 2025Q2: 269,294 shares; 2025Q3: 278,651 shares; 2025Q4: 294,840 shares; 2026Q1: 293,361 shares; 2026Q2: 297,804 shares 297,804 $13.9M 0.87% +4,443 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 960 shares; 2025Q2: 1,038 shares; 2025Q3: 1,138 shares; 2025Q4: 1,148 shares; 2026Q1: 1,185 shares; 2026Q2: 43,393 shares 43,393 $13.2M 0.82% +42,208 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: 77,601 shares; 2025Q1: 75,423 shares; 2025Q2: 76,736 shares; 2025Q3: 85,413 shares; 2025Q4: 75,585 shares; 2026Q1: 75,585 shares; 2026Q2: 118,540 shares 118,540 $12.3M 0.77% +42,955 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,878 shares; 2025Q1: 18,481 shares; 2025Q2: 19,379 shares; 2025Q3: 19,444 shares; 2025Q4: 20,397 shares; 2026Q1: 20,563 shares; 2026Q2: 32,614 shares 32,614 $12.1M 0.75% +12,051 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: 33,728 shares; 2024Q4: 33,103 shares; 2025Q1: 32,602 shares; 2025Q2: 33,701 shares; 2025Q3: 33,889 shares; 2025Q4: 40,607 shares; 2026Q1: 39,853 shares; 2026Q2: 41,707 shares 41,707 $12.1M 0.75% +1,854 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: 13,673 shares; 2024Q4: 15,916 shares; 2025Q1: 17,870 shares; 2025Q2: 20,357 shares; 2025Q3: 20,724 shares; 2025Q4: 20,827 shares; 2026Q1: 22,598 shares; 2026Q2: 19,824 shares 19,824 $11.5M 0.72% -2,774 Timeline XJH 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: 221,075 shares 221,075 $11.5M 0.72% new 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: not reported; 2024Q4: 2,687,274 shares; 2025Q1: 2,881,242 shares; 2025Q2: 2,908,929 shares; 2025Q3: 624,391 shares; 2025Q4: 250,392 shares; 2026Q1: 247,072 shares; 2026Q2: 350,749 shares 350,749 $11.1M 0.7% +103,677 Timeline DGCB 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: 201,876 shares 201,876 $11M 0.69% new Timeline UITB 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: 182,951 shares; 2025Q2: 192,100 shares; 2025Q3: 194,691 shares; 2025Q4: 201,895 shares; 2026Q1: 220,105 shares; 2026Q2: 227,451 shares 227,451 $10.7M 0.67% +7,346 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: 15,674 shares; 2024Q4: 15,383 shares; 2025Q1: 14,835 shares; 2025Q2: 14,830 shares; 2025Q3: 14,729 shares; 2025Q4: 14,680 shares; 2026Q1: 14,931 shares; 2026Q2: 13,712 shares 13,712 $10.5M 0.65% -1,219 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: 26,012 shares; 2024Q4: 27,073 shares; 2025Q1: 27,649 shares; 2025Q2: 28,134 shares; 2025Q3: 28,605 shares; 2025Q4: 28,601 shares; 2026Q1: 27,730 shares; 2026Q2: 27,541 shares 27,541 $9.73M 0.61% -189 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: 36,059 shares; 2024Q4: 35,527 shares; 2025Q1: 34,169 shares; 2025Q2: 35,044 shares; 2025Q3: 34,996 shares; 2025Q4: 35,238 shares; 2026Q1: 34,621 shares; 2026Q2: 40,443 shares 40,443 $9.64M 0.6% +5,822 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: 21,045 shares; 2024Q4: 21,178 shares; 2025Q1: 21,177 shares; 2025Q2: 21,416 shares; 2025Q3: 21,365 shares; 2025Q4: 21,629 shares; 2026Q1: 22,278 shares; 2026Q2: 25,488 shares 25,488 $9.51M 0.59% +3,210 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: 12,536 shares; 2024Q4: 12,639 shares; 2025Q1: 12,699 shares; 2025Q2: 13,142 shares; 2025Q3: 13,108 shares; 2025Q4: 13,446 shares; 2026Q1: 13,162 shares; 2026Q2: 15,419 shares 15,419 $8.69M 0.54% +2,257 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: 58,038 shares; 2024Q4: 245,974 shares; 2025Q1: 224,588 shares; 2025Q2: 227,848 shares; 2025Q3: 214,197 shares; 2025Q4: 212,471 shares; 2026Q1: 228,148 shares; 2026Q2: 245,285 shares 245,285 $8.3M 0.52% +17,137 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: 34,845 shares; 2024Q4: 34,437 shares; 2025Q1: 31,562 shares; 2025Q2: 31,974 shares; 2025Q3: 31,808 shares; 2025Q4: 31,399 shares; 2026Q1: 33,892 shares; 2026Q2: 31,294 shares 31,294 $8.15M 0.51% -2,598 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,762 shares; 2024Q4: 21,572 shares; 2025Q1: 21,063 shares; 2025Q2: 23,514 shares; 2025Q3: 22,798 shares; 2025Q4: 22,613 shares; 2026Q1: 21,970 shares; 2026Q2: 20,605 shares 20,605 $7.8M 0.49% -1,365 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,752 shares; 2024Q4: 15,141 shares; 2025Q1: 14,316 shares; 2025Q2: 13,751 shares; 2025Q3: 13,193 shares; 2025Q4: 12,735 shares; 2026Q1: 9,283 shares; 2026Q2: 8,791 shares 8,791 $7.54M 0.47% -492 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: 23,529 shares; 2024Q4: 22,938 shares; 2025Q1: 22,280 shares; 2025Q2: 22,496 shares; 2025Q3: 22,220 shares; 2025Q4: 21,614 shares; 2026Q1: 20,931 shares; 2026Q2: 22,933 shares 22,933 $7.51M 0.47% +2,002 Timeline LMBS 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: 135,322 shares; 2025Q2: 130,703 shares; 2025Q3: 130,805 shares; 2025Q4: 139,042 shares; 2026Q1: 142,243 shares; 2026Q2: 149,848 shares 149,848 $7.46M 0.47% +7,605 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,970 shares; 2025Q2: 10,494 shares; 2025Q3: 10,985 shares; 2025Q4: 10,963 shares; 2026Q1: 10,850 shares; 2026Q2: 10,303 shares 10,303 $7.45M 0.47% -547 Timeline BSJX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 292,163 shares 292,163 $7.35M 0.46% new Timeline VSS 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: not reported; 2024Q4: 99,813 shares; 2025Q1: 92,601 shares; 2025Q2: 90,324 shares; 2025Q3: 89,525 shares; 2025Q4: 87,909 shares; 2026Q1: 87,524 shares; 2026Q2: 47,588 shares 47,588 $7.34M 0.46% -39,936 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 148,017 shares; 2025Q4: 148,608 shares; 2026Q1: 149,730 shares; 2026Q2: 115,678 shares 115,678 $7.26M 0.45% -34,052 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: not reported; 2025Q2: not reported; 2025Q3: 23,354 shares; 2025Q4: 23,404 shares; 2026Q1: 24,169 shares; 2026Q2: 23,837 shares 23,837 $7.1M 0.44% -332 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: 42,767 shares; 2024Q4: 42,707 shares; 2025Q1: 42,406 shares; 2025Q2: 42,443 shares; 2025Q3: 54,577 shares; 2025Q4: 55,147 shares; 2026Q1: 54,335 shares; 2026Q2: 61,783 shares 61,783 $7M 0.44% +7,448 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 68,488 shares; 2025Q1: 82,189 shares; 2025Q2: 36,179 shares; 2025Q3: 37,326 shares; 2025Q4: 37,398 shares; 2026Q1: 38,476 shares; 2026Q2: 45,189 shares 45,189 $6.7M 0.42% +6,713 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,641 shares; 2024Q4: 200,129 shares; 2025Q1: 321,392 shares; 2025Q2: 325,157 shares; 2025Q3: 325,764 shares; 2025Q4: 329,769 shares; 2026Q1: 340,868 shares; 2026Q2: 342,759 shares 342,759 $6.13M 0.38% +1,891 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,800 shares; 2024Q4: 77,624 shares; 2025Q1: 77,624 shares; 2025Q2: 150,252 shares; 2025Q3: 145,121 shares; 2025Q4: 145,121 shares; 2026Q1: 145,121 shares; 2026Q2: 124,625 shares 124,625 $5.99M 0.37% -20,496 Timeline FNDX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 202,228 shares; 2026Q1: 207,036 shares; 2026Q2: 192,405 shares 192,405 $5.98M 0.37% -14,631 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,585 shares; 2025Q1: 5,585 shares; 2025Q2: 6,932 shares; 2025Q3: 8,302 shares; 2025Q4: 14,237 shares; 2026Q1: 34,547 shares; 2026Q2: 49,178 shares 49,178 $5.85M 0.37% +14,631 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,204 shares; 2024Q4: 42,382 shares; 2025Q1: 41,372 shares; 2025Q2: 43,308 shares; 2025Q3: 42,633 shares; 2025Q4: 41,527 shares; 2026Q1: 40,870 shares; 2026Q2: 41,549 shares 41,549 $5.82M 0.36% +679 Timeline VEU 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: not reported; 2024Q4: 86,314 shares; 2025Q1: 94,113 shares; 2025Q2: 91,842 shares; 2025Q3: 65,011 shares; 2025Q4: 80,177 shares; 2026Q1: 80,837 shares; 2026Q2: 66,425 shares 66,425 $5.56M 0.35% -14,412 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: 11,970 shares; 2024Q4: 12,057 shares; 2025Q1: 11,196 shares; 2025Q2: 11,804 shares; 2025Q3: 11,868 shares; 2025Q4: 12,148 shares; 2026Q1: 11,897 shares; 2026Q2: 16,111 shares 16,111 $5.53M 0.35% +4,214 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: 27,148 shares; 2024Q4: 26,734 shares; 2025Q1: 24,973 shares; 2025Q2: 25,459 shares; 2025Q3: 25,209 shares; 2025Q4: 24,741 shares; 2026Q1: 22,347 shares; 2026Q2: 20,948 shares 20,948 $5.46M 0.34% -1,399 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: 1,295 shares; 2024Q4: 9,185 shares; 2025Q1: 9,329 shares; 2025Q2: 10,064 shares; 2025Q3: 10,064 shares; 2025Q4: 10,161 shares; 2026Q1: 10,037 shares; 2026Q2: 13,789 shares 13,789 $5.21M 0.33% +3,752 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,121 shares; 2024Q4: 28,341 shares; 2025Q1: 27,844 shares; 2025Q2: 28,834 shares; 2025Q3: 28,957 shares; 2025Q4: 28,958 shares; 2026Q1: 28,649 shares; 2026Q2: 28,173 shares 28,173 $5.21M 0.33% -476 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: not reported; 2024Q4: 7,642 shares; 2025Q1: 8,203 shares; 2025Q2: 9,064 shares; 2025Q3: 3,514 shares; 2025Q4: 2,943 shares; 2026Q1: 2,986 shares; 2026Q2: 33,012 shares 33,012 $5.18M 0.32% +30,026 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,334 shares 41,334 $5.02M 0.31% new Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,523 shares; 2024Q4: 113,936 shares; 2025Q1: 105,585 shares; 2025Q2: 103,683 shares; 2025Q3: 102,637 shares; 2025Q4: 99,457 shares; 2026Q1: 94,710 shares; 2026Q2: 90,439 shares 90,439 $4.92M 0.31% -4,271 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: 44,701 shares; 2024Q4: 44,701 shares; 2025Q1: 39,375 shares; 2025Q2: 39,375 shares; 2025Q3: 39,384 shares; 2025Q4: 37,584 shares; 2026Q1: 37,016 shares; 2026Q2: 33,323 shares 33,323 $4.89M 0.31% -3,693 Timeline AVUV 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: 35,322 shares; 2024Q4: 34,474 shares; 2025Q1: 34,087 shares; 2025Q2: 34,574 shares; 2025Q3: 34,475 shares; 2025Q4: 36,108 shares; 2026Q1: 37,408 shares; 2026Q2: 37,981 shares 37,981 $4.74M 0.3% +573 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: 1,134 shares; 2024Q4: 6,752 shares; 2025Q1: 4,750 shares; 2025Q2: 4,926 shares; 2025Q3: 5,803 shares; 2025Q4: 5,686 shares; 2026Q1: 5,427 shares; 2026Q2: 6,616 shares 6,616 $4.54M 0.28% +1,189 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,898 shares; 2024Q4: 84,723 shares; 2025Q1: 29,904 shares; 2025Q2: 35,874 shares; 2025Q3: 51,650 shares; 2025Q4: 46,150 shares; 2026Q1: 22,900 shares; 2026Q2: 48,903 shares 48,903 $4.48M 0.28% +26,003 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,950 shares; 2024Q4: 3,950 shares; 2025Q1: 3,950 shares; 2025Q2: 3,950 shares; 2025Q3: 3,950 shares; 2025Q4: 3,950 shares; 2026Q1: 3,844 shares; 2026Q2: 3,099 shares 3,099 $4.22M 0.26% -745 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,491 shares; 2024Q4: 49,064 shares; 2025Q1: 50,276 shares; 2025Q2: 52,776 shares; 2025Q3: 52,562 shares; 2025Q4: 52,483 shares; 2026Q1: 52,456 shares; 2026Q2: 53,227 shares 53,227 $4.19M 0.26% +771 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,038 shares; 2024Q4: 143,766 shares; 2025Q1: 134,497 shares; 2025Q2: 135,869 shares; 2025Q3: 135,592 shares; 2025Q4: 134,056 shares; 2026Q1: 120,545 shares; 2026Q2: 127,675 shares 127,675 $4.08M 0.26% +7,130 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,813 shares; 2025Q2: 8,044 shares; 2025Q3: 8,009 shares; 2025Q4: 8,069 shares; 2026Q1: 8,400 shares; 2026Q2: 8,260 shares 8,260 $3.99M 0.25% -140 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: 9,485 shares; 2024Q4: 9,403 shares; 2025Q1: 9,289 shares; 2025Q2: 9,420 shares; 2025Q3: 9,369 shares; 2025Q4: 9,354 shares; 2026Q1: 9,306 shares; 2026Q2: 9,360 shares 9,360 $3.94M 0.25% +54 Timeline ISRA 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: 74,933 shares; 2025Q1: 74,497 shares; 2025Q2: 74,883 shares; 2025Q3: 74,145 shares; 2025Q4: 61,099 shares; 2026Q1: 61,616 shares; 2026Q2: 60,147 shares 60,147 $3.9M 0.24% -1,469 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,895 shares; 2024Q4: 21,895 shares; 2025Q1: 21,895 shares; 2025Q2: 21,405 shares; 2025Q3: 20,489 shares; 2025Q4: 20,004 shares; 2026Q1: 20,008 shares; 2026Q2: 19,827 shares 19,827 $3.78M 0.24% -181 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: 32,341 shares; 2024Q4: 32,379 shares; 2025Q1: 34,664 shares; 2025Q2: 34,641 shares; 2025Q3: 34,409 shares; 2025Q4: 36,224 shares; 2026Q1: 37,456 shares; 2026Q2: 39,023 shares 39,023 $3.77M 0.24% +1,567 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: 576 shares; 2024Q4: 1,186 shares; 2025Q1: 1,235 shares; 2025Q2: 1,235 shares; 2025Q3: 1,235 shares; 2025Q4: 925 shares; 2026Q1: 925 shares; 2026Q2: 10,159 shares 10,159 $3.74M 0.23% +9,234 Timeline PABU 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: 47,406 shares; 2025Q1: 47,493 shares; 2025Q2: 47,562 shares; 2025Q3: 47,058 shares; 2025Q4: 47,166 shares; 2026Q1: 47,129 shares; 2026Q2: 48,903 shares 48,903 $3.73M 0.23% +1,774 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: 2,001 shares; 2024Q4: 2,606 shares; 2025Q1: 2,466 shares; 2025Q2: 2,273 shares; 2025Q3: 3,034 shares; 2025Q4: 1,570 shares; 2026Q1: 1,680 shares; 2026Q2: 4,986 shares 4,986 $3.67M 0.23% +3,306 Timeline IGF 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: 45,589 shares; 2025Q4: 46,334 shares; 2026Q1: 46,334 shares; 2026Q2: 52,266 shares 52,266 $3.48M 0.22% +5,932 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,221 shares; 2024Q4: 56,079 shares; 2025Q1: 53,566 shares; 2025Q2: 51,292 shares; 2025Q3: 49,755 shares; 2025Q4: 46,177 shares; 2026Q1: 44,589 shares; 2026Q2: 44,443 shares 44,443 $3.46M 0.22% -146 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 487 shares; 2026Q1: 29,818 shares; 2026Q2: 44,809 shares 44,809 $3.39M 0.21% +14,991 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,540 shares; 2024Q4: 24,540 shares; 2025Q1: 24,540 shares; 2025Q2: 24,540 shares; 2025Q3: 24,540 shares; 2025Q4: 24,540 shares; 2026Q1: 24,548 shares; 2026Q2: 19,919 shares 19,919 $3.39M 0.21% -4,629 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,819 shares; 2024Q4: 23,524 shares; 2025Q1: 21,319 shares; 2025Q2: 21,697 shares; 2025Q3: 21,472 shares; 2025Q4: 20,937 shares; 2026Q1: 19,754 shares; 2026Q2: 21,719 shares 21,719 $3.29M 0.21% +1,965 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,919 shares; 2024Q4: 2,919 shares; 2025Q1: 2,836 shares; 2025Q2: 2,841 shares; 2025Q3: 2,840 shares; 2025Q4: 3,553 shares; 2026Q1: 3,420 shares; 2026Q2: 6,475 shares 6,475 $3.24M 0.2% +3,055 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,412 shares; 2024Q4: 45,316 shares; 2025Q1: 47,159 shares; 2025Q2: 48,701 shares; 2025Q3: 48,019 shares; 2025Q4: 39,894 shares; 2026Q1: 37,209 shares; 2026Q2: 36,419 shares 36,419 $3.19M 0.2% -790 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,051 shares; 2024Q4: 9,959 shares; 2025Q1: 8,529 shares; 2025Q2: 8,326 shares; 2025Q3: 8,224 shares; 2025Q4: 8,089 shares; 2026Q1: 7,985 shares; 2026Q2: 7,502 shares 7,502 $3.12M 0.2% -483 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: 27,842 shares; 2025Q1: 27,842 shares; 2025Q2: 28,365 shares; 2025Q3: 28,365 shares; 2025Q4: 28,883 shares; 2026Q1: 28,883 shares; 2026Q2: 29,336 shares 29,336 $3.02M 0.19% +453 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,143 shares; 2024Q4: 58,674 shares; 2025Q1: 54,869 shares; 2025Q2: 55,541 shares; 2025Q3: 54,709 shares; 2025Q4: 53,931 shares; 2026Q1: 50,636 shares; 2026Q2: 49,079 shares 49,079 $2.99M 0.19% -1,557 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS 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: 21,250 shares 21,250 $2.91M 0.18% new Timeline BSV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,983 shares 36,983 $2.88M 0.18% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,799 shares; 2024Q4: 6,690 shares; 2025Q1: 6,690 shares; 2025Q2: 6,690 shares; 2025Q3: 6,690 shares; 2025Q4: 6,690 shares; 2026Q1: 6,690 shares; 2026Q2: 6,690 shares 6,690 $2.85M 0.18% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 995 shares; 2025Q2: 1,337 shares; 2025Q3: 1,377 shares; 2025Q4: 1,382 shares; 2026Q1: 1,410 shares; 2026Q2: 1,426 shares 1,426 $2.84M 0.18% +16 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: 10,602 shares; 2024Q4: 10,772 shares; 2025Q1: 10,403 shares; 2025Q2: 10,581 shares; 2025Q3: 10,407 shares; 2025Q4: 10,183 shares; 2026Q1: 9,910 shares; 2026Q2: 11,097 shares 11,097 $2.79M 0.17% +1,187 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: 10,079 shares; 2024Q4: 10,079 shares; 2025Q1: 10,079 shares; 2025Q2: 10,089 shares; 2025Q3: 10,194 shares; 2025Q4: 10,288 shares; 2026Q1: 10,288 shares; 2026Q2: 10,737 shares 10,737 $2.73M 0.17% +449 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,507 shares 24,507 $2.67M 0.17% new 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: 20,854 shares; 2024Q4: 20,531 shares; 2025Q1: 19,638 shares; 2025Q2: 21,004 shares; 2025Q3: 21,030 shares; 2025Q4: 20,665 shares; 2026Q1: 19,570 shares; 2026Q2: 20,561 shares 20,561 $2.66M 0.17% +991 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: 14,882 shares; 2024Q4: 15,485 shares; 2025Q1: 14,360 shares; 2025Q2: 14,147 shares; 2025Q3: 14,476 shares; 2025Q4: 13,917 shares; 2026Q1: 13,412 shares; 2026Q2: 15,749 shares 15,749 $2.61M 0.16% +2,337 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 112,283 shares 112,283 $2.6M 0.16% 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: 157 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,084 shares 16,084 $2.54M 0.16% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,534 shares; 2024Q4: 13,295 shares; 2025Q1: 10,714 shares; 2025Q2: 14,081 shares; 2025Q3: 13,804 shares; 2025Q4: 13,482 shares; 2026Q1: 13,360 shares; 2026Q2: 12,366 shares 12,366 $2.48M 0.16% -994 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,492 shares; 2024Q4: 31,230 shares; 2025Q1: 28,267 shares; 2025Q2: 31,404 shares; 2025Q3: 30,669 shares; 2025Q4: 29,054 shares; 2026Q1: 28,709 shares; 2026Q2: 27,591 shares 27,591 $2.48M 0.15% -1,118 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: 4,004 shares; 2024Q4: 3,946 shares; 2025Q1: 3,772 shares; 2025Q2: 5,024 shares; 2025Q3: 5,245 shares; 2025Q4: 5,016 shares; 2026Q1: 5,059 shares; 2026Q2: 5,912 shares 5,912 $2.46M 0.15% +853 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 105,508 shares 105,508 $2.4M 0.15% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,330 shares; 2024Q4: 1,421 shares; 2025Q1: 1,440 shares; 2025Q2: 1,475 shares; 2025Q3: 1,481 shares; 2025Q4: 1,473 shares; 2026Q1: 1,462 shares; 2026Q2: 1,388 shares 1,388 $2.36M 0.15% -74 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares; 2026Q2: 8,800 shares 8,800 $2.32M 0.14% -2,200 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,686 shares; 2024Q4: 5,604 shares; 2025Q1: 5,198 shares; 2025Q2: 5,362 shares; 2025Q3: 5,362 shares; 2025Q4: 5,353 shares; 2026Q1: 5,329 shares; 2026Q2: 5,458 shares 5,458 $2.17M 0.14% +129 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,293 shares; 2024Q4: 8,705 shares; 2025Q1: 6,884 shares; 2025Q2: 7,383 shares; 2025Q3: 7,372 shares; 2025Q4: 7,256 shares; 2026Q1: 7,209 shares; 2026Q2: 7,308 shares 7,308 $2.14M 0.13% +99 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 171 shares; 2026Q1: 154 shares; 2026Q2: 113,211 shares 113,211 $2.03M 0.13% +113,057 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,902 shares; 2024Q4: 5,734 shares; 2025Q1: 5,266 shares; 2025Q2: 5,251 shares; 2025Q3: 5,013 shares; 2025Q4: 4,917 shares; 2026Q1: 4,627 shares; 2026Q2: 4,369 shares 4,369 $2M 0.13% -258 Timeline HELO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,616 shares 29,616 $2M 0.13% new 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: 38,409 shares; 2024Q4: 38,410 shares; 2025Q1: 38,410 shares; 2025Q2: 38,428 shares; 2025Q3: 38,428 shares; 2025Q4: 34,930 shares; 2026Q1: 31,363 shares; 2026Q2: 34,489 shares 34,489 $1.97M 0.12% +3,126 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,416 shares; 2024Q4: 7,551 shares; 2025Q1: 7,628 shares; 2025Q2: 8,171 shares; 2025Q3: 8,297 shares; 2025Q4: 8,029 shares; 2026Q1: 7,854 shares; 2026Q2: 7,034 shares 7,034 $1.94M 0.12% -820 Timeline JEPQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,218 shares 31,218 $1.92M 0.12% new 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: 228 shares; 2024Q4: not reported; 2025Q1: 730 shares; 2025Q2: 740 shares; 2025Q3: 1,081 shares; 2025Q4: 1,246 shares; 2026Q1: 11,361 shares; 2026Q2: 12,988 shares 12,988 $1.9M 0.12% +1,627 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: 8,074 shares; 2024Q4: 8,067 shares; 2025Q1: 7,511 shares; 2025Q2: 7,524 shares; 2025Q3: 7,824 shares; 2025Q4: 7,865 shares; 2026Q1: 7,704 shares; 2026Q2: 8,583 shares 8,583 $1.89M 0.12% +879 Timeline AOR 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: 34,502 shares; 2025Q1: 34,278 shares; 2025Q2: 33,222 shares; 2025Q3: 25,595 shares; 2025Q4: 25,462 shares; 2026Q1: 26,161 shares; 2026Q2: 27,076 shares 27,076 $1.88M 0.12% +915 Timeline SCHC 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: 24,893 shares; 2024Q4: 25,930 shares; 2025Q1: 27,134 shares; 2025Q2: 27,132 shares; 2025Q3: 28,478 shares; 2025Q4: 29,370 shares; 2026Q1: 30,579 shares; 2026Q2: 38,184 shares 38,184 $1.84M 0.11% +7,605 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276 shares; 2024Q4: not reported; 2025Q1: 348 shares; 2025Q2: 350 shares; 2025Q3: 364 shares; 2025Q4: 2,614 shares; 2026Q1: 2,614 shares; 2026Q2: 2,889 shares 2,889 $1.84M 0.11% +275 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: not reported; 2026Q1: not reported; 2026Q2: 7,453 shares 7,453 $1.81M 0.11% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,322 shares; 2024Q4: 26,509 shares; 2025Q1: 25,876 shares; 2025Q2: 26,611 shares; 2025Q3: 25,879 shares; 2025Q4: 25,634 shares; 2026Q1: 25,355 shares; 2026Q2: 24,610 shares 24,610 $1.81M 0.11% -745 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,145 shares; 2025Q4: 43,095 shares; 2026Q1: 43,095 shares; 2026Q2: 40,225 shares 40,225 $1.78M 0.11% -2,870 Timeline SCHV 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: 7,318 shares; 2024Q4: 21,954 shares; 2025Q1: 42,558 shares; 2025Q2: 42,558 shares; 2025Q3: 42,558 shares; 2025Q4: 42,558 shares; 2026Q1: 42,558 shares; 2026Q2: 49,999 shares 49,999 $1.74M 0.11% +7,441 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,585 shares; 2024Q4: 5,564 shares; 2025Q1: 5,270 shares; 2025Q2: 5,433 shares; 2025Q3: 5,379 shares; 2025Q4: 5,591 shares; 2026Q1: 5,591 shares; 2026Q2: 5,936 shares 5,936 $1.72M 0.11% +345 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: 49 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 88 shares; 2026Q2: 21,227 shares 21,227 $1.71M 0.11% +21,139 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: 58,834 shares; 2024Q4: 53,956 shares; 2025Q1: 41,430 shares; 2025Q2: 21,957 shares; 2025Q3: 21,944 shares; 2025Q4: 21,064 shares; 2026Q1: 23,596 shares; 2026Q2: 30,215 shares 30,215 $1.69M 0.11% +6,619 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,671 shares 17,671 $1.67M 0.1% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 7,647 shares 7,647 $1.63M 0.1% +7,472 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: 8,025 shares; 2024Q4: 22,696 shares; 2025Q1: 22,732 shares; 2025Q2: 22,176 shares; 2025Q3: 22,216 shares; 2025Q4: 11,466 shares; 2026Q1: 11,467 shares; 2026Q2: 20,540 shares 20,540 $1.58M 0.1% +9,073 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: 5,256 shares 5,256 $1.58M 0.1% new Timeline IGSB 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: 29,711 shares 29,711 $1.56M 0.1% new Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 44,300 shares 44,300 $1.52M 0.09% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71 shares; 2024Q4: not reported; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 71 shares; 2026Q2: 15,596 shares 15,596 $1.51M 0.09% +15,525 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 0.09% 0 Timeline DDFJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 75,750 shares 75,750 $1.5M 0.09% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 9,565 shares 9,565 $1.49M 0.09% +9,315 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: not reported; 2024Q4: 16,495 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,037 shares 18,037 $1.49M 0.09% new Timeline TRIP TRIPADVISOR INC More: the full row for TRIPADVISOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 838 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130,662 shares; 2026Q1: 129,160 shares; 2026Q2: 108,393 shares 108,393 $1.49M 0.09% -20,767 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: 259 shares; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 262 shares; 2025Q3: 262 shares; 2025Q4: 280 shares; 2026Q1: 280 shares; 2026Q2: 1,587 shares 1,587 $1.48M 0.09% +1,307 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: 7,990 shares; 2024Q4: 6,514 shares; 2025Q1: 6,152 shares; 2025Q2: 6,154 shares; 2025Q3: 6,154 shares; 2025Q4: 6,154 shares; 2026Q1: 6,154 shares; 2026Q2: 5,412 shares 5,412 $1.47M 0.09% -742 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: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,046 shares 5,046 $1.44M 0.09% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,118 shares; 2024Q4: 7,998 shares; 2025Q1: 6,644 shares; 2025Q2: 6,551 shares; 2025Q3: 6,416 shares; 2025Q4: 6,241 shares; 2026Q1: 6,199 shares; 2026Q2: 7,977 shares 7,977 $1.4M 0.09% +1,778 Timeline JSTC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 65,663 shares; 2025Q1: 64,209 shares; 2025Q2: 64,527 shares; 2025Q3: 64,527 shares; 2025Q4: 64,667 shares; 2026Q1: 62,173 shares; 2026Q2: 60,558 shares 60,558 $1.39M 0.09% -1,615 Timeline BANK OF AMER CORP 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: not reported; 2024Q4: not reported; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,111 shares 1,111 $1.37M 0.09% new ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,497 shares; 2024Q4: 3,626 shares; 2025Q1: 3,412 shares; 2025Q2: 3,647 shares; 2025Q3: 3,760 shares; 2025Q4: 3,569 shares; 2026Q1: 3,530 shares; 2026Q2: 3,459 shares 3,459 $1.34M 0.08% -71 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: not reported; 2025Q1: 23 shares; 2025Q2: 1,329 shares; 2025Q3: 1,357 shares; 2025Q4: 1,350 shares; 2026Q1: 1,113 shares; 2026Q2: 1,276 shares 1,276 $1.33M 0.08% +163 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,325 shares; 2024Q4: 2,302 shares; 2025Q1: 2,003 shares; 2025Q2: 2,202 shares; 2025Q3: 2,171 shares; 2025Q4: 2,148 shares; 2026Q1: 2,132 shares; 2026Q2: 2,079 shares 2,079 $1.3M 0.08% -53 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,912 shares; 2024Q4: 4,616 shares; 2025Q1: 4,815 shares; 2025Q2: 7,063 shares; 2025Q3: 7,314 shares; 2025Q4: 7,226 shares; 2026Q1: 7,148 shares; 2026Q2: 6,248 shares 6,248 $1.28M 0.08% -900 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,317 shares; 2024Q4: 4,317 shares; 2025Q1: 4,317 shares; 2025Q2: 4,317 shares; 2025Q3: 4,317 shares; 2025Q4: 4,317 shares; 2026Q1: 4,317 shares; 2026Q2: 7,484 shares 7,484 $1.23M 0.08% +3,167 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,505 shares 6,505 $1.22M 0.08% new 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: 910 shares; 2024Q4: 910 shares; 2025Q1: 910 shares; 2025Q2: 784 shares; 2025Q3: 784 shares; 2025Q4: 784 shares; 2026Q1: 784 shares; 2026Q2: 9,813 shares 9,813 $1.22M 0.08% +9,029 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,316 shares 3,316 $1.21M 0.08% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,638 shares; 2025Q1: 1,638 shares; 2025Q2: 1,638 shares; 2025Q3: 1,638 shares; 2025Q4: 3,276 shares; 2026Q1: 3,276 shares; 2026Q2: 6,209 shares 6,209 $1.18M 0.07% +2,933 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: not reported; 2024Q4: not reported; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 136 shares; 2026Q2: 12,141 shares 12,141 $1.17M 0.07% +12,005 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: 14,005 shares; 2025Q1: 14,005 shares; 2025Q2: 14,205 shares; 2025Q3: 14,906 shares; 2025Q4: 15,143 shares; 2026Q1: 15,143 shares; 2026Q2: 15,310 shares 15,310 $1.17M 0.07% +167 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,270 shares; 2024Q4: 96,020 shares; 2025Q1: 806 shares; 2025Q2: 806 shares; 2025Q3: 491 shares; 2025Q4: 491 shares; 2026Q1: 491 shares; 2026Q2: 37,872 shares 37,872 $1.15M 0.07% +37,381 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,266 shares; 2024Q4: 3,246 shares; 2025Q1: 2,666 shares; 2025Q2: 2,679 shares; 2025Q3: 2,669 shares; 2025Q4: 2,627 shares; 2026Q1: 2,613 shares; 2026Q2: 2,549 shares 2,549 $1.15M 0.07% -64 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: 1,799 shares; 2024Q4: 1,830 shares; 2025Q1: 1,743 shares; 2025Q2: 1,798 shares; 2025Q3: 1,797 shares; 2025Q4: 1,818 shares; 2026Q1: 1,819 shares; 2026Q2: 2,160 shares 2,160 $1.11M 0.07% +341 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: 1,178 shares; 2024Q4: 1,178 shares; 2025Q1: 1,178 shares; 2025Q2: 1,186 shares; 2025Q3: 1,186 shares; 2025Q4: 1,221 shares; 2026Q1: 1,221 shares; 2026Q2: 3,085 shares 3,085 $1.09M 0.07% +1,864 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 619,247 shares; 2024Q4: 633,282 shares; 2025Q1: 19,969 shares; 2025Q2: 14,719 shares; 2025Q3: 10,419 shares; 2025Q4: 10,419 shares; 2026Q1: 10,476 shares; 2026Q2: 54,945 shares 54,945 $1.08M 0.07% +44,469 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: 26,172 shares; 2024Q4: 25,576 shares; 2025Q1: 24,061 shares; 2025Q2: 27,000 shares; 2025Q3: 27,192 shares; 2025Q4: 36,893 shares; 2026Q1: 35,456 shares; 2026Q2: 25,734 shares 25,734 $1.07M 0.07% -9,722 Timeline SCHO 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: 0 shares; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 0 shares; 2026Q2: 43,711 shares 43,711 $1.06M 0.07% +43,711 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,428 shares 12,428 $1.03M 0.06% new Timeline SCHJ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,048 shares 41,048 $1.01M 0.06% new 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: 8 shares; 2025Q3: 8 shares; 2025Q4: 2,769 shares; 2026Q1: 2,765 shares; 2026Q2: 3,566 shares 3,566 $1M 0.06% +801 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,404 shares 9,404 $1000K 0.06% new 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: not reported; 2024Q4: 13,238 shares; 2025Q1: 13,273 shares; 2025Q2: 13,307 shares; 2025Q3: 16,200 shares; 2025Q4: 16,238 shares; 2026Q1: 16,278 shares; 2026Q2: 16,315 shares 16,315 $997K 0.06% +37 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 547,341 shares; 2024Q4: 579,454 shares; 2025Q1: 18,732 shares; 2025Q2: 13,891 shares; 2025Q3: 6,160 shares; 2025Q4: 6,160 shares; 2026Q1: 6,189 shares; 2026Q2: 46,813 shares 46,813 $953K 0.06% +40,624 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,298 shares 4,298 $943K 0.06% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,073 shares 28,073 $939K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,617 shares 16,617 $939K 0.06% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184 shares; 2024Q4: not reported; 2025Q1: 182 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 419 shares; 2026Q1: 409 shares; 2026Q2: 2,590 shares 2,590 $926K 0.06% +2,181 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: not reported; 2024Q4: not reported; 2025Q1: 1,206 shares; 2025Q2: 4,098 shares; 2025Q3: 4,201 shares; 2025Q4: 4,154 shares; 2026Q1: 4,133 shares; 2026Q2: 3,843 shares 3,843 $919K 0.06% -290 Timeline WELLS FARGO & CO 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: 85 shares; 2024Q4: not reported; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 791 shares 791 $916K 0.06% +706 AZTA AZENTA INC More: the full row for AZENTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,603 shares; 2024Q4: 28,199 shares; 2025Q1: 27,251 shares; 2025Q2: 32,076 shares; 2025Q3: 33,002 shares; 2025Q4: 31,311 shares; 2026Q1: 34,007 shares; 2026Q2: 35,644 shares 35,644 $910K 0.06% +1,637 Timeline SMOT 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,717 shares 22,717 $883K 0.06% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,519 shares 14,519 $883K 0.06% new Timeline INMU 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: 35,653 shares 35,653 $865K 0.05% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,762 shares; 2024Q4: 25,248 shares; 2025Q1: 19,869 shares; 2025Q2: 19,916 shares; 2025Q3: 19,555 shares; 2025Q4: 19,206 shares; 2026Q1: 20,484 shares; 2026Q2: 20,042 shares 20,042 $855K 0.05% -442 Timeline SPDW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,530 shares 16,530 $833K 0.05% new 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: 8,700 shares; 2024Q4: 8,700 shares; 2025Q1: 8,700 shares; 2025Q2: 8,709 shares; 2025Q3: 8,709 shares; 2025Q4: 8,752 shares; 2026Q1: 8,752 shares; 2026Q2: 8,074 shares 8,074 $825K 0.05% -678 Timeline GDX 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: 961 shares; 2025Q2: 961 shares; 2025Q3: 961 shares; 2025Q4: 961 shares; 2026Q1: 961 shares; 2026Q2: 10,905 shares 10,905 $823K 0.05% +9,944 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: not reported; 2024Q4: 2,724 shares; 2025Q1: 1,986 shares; 2025Q2: 1,143 shares; 2025Q3: 187 shares; 2025Q4: 187 shares; 2026Q1: 187 shares; 2026Q2: 5,153 shares 5,153 $818K 0.05% +4,966 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: 314 shares; 2024Q4: not reported; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 314 shares; 2025Q4: 1,834 shares; 2026Q1: 1,834 shares; 2026Q2: 2,691 shares 2,691 $802K 0.05% +857 Timeline 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,126 shares 9,126 $802K 0.05% new Timeline IQLT 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: 60 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,161 shares 16,161 $801K 0.05% new Timeline IMTM 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: 14,873 shares 14,873 $793K 0.05% new Timeline JMUB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,638 shares 15,638 $792K 0.05% new Timeline TLTW 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: 35,217 shares 35,217 $787K 0.05% new Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,202 shares 38,202 $784K 0.05% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,216 shares; 2024Q4: 3,024 shares; 2025Q1: 2,686 shares; 2025Q2: 2,853 shares; 2025Q3: 2,869 shares; 2025Q4: 2,729 shares; 2026Q1: 2,787 shares; 2026Q2: 4,456 shares 4,456 $783K 0.05% +1,669 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,066,305 shares; 2025Q2: 1,126,366 shares; 2025Q3: 1,149,065 shares; 2025Q4: 1,221,624 shares; 2026Q1: 1,250,151 shares; 2026Q2: 40,608 shares 40,608 $754K 0.05% -1,209,543 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 45,249 shares 45,249 $741K 0.05% new Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,567 shares; 2024Q4: 1,567 shares; 2025Q1: 1,567 shares; 2025Q2: 1,567 shares; 2025Q3: 1,567 shares; 2025Q4: 1,567 shares; 2026Q1: 1,567 shares; 2026Q2: 1,440 shares 1,440 $728K 0.05% -127 Timeline IUSV 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: 6,525 shares 6,525 $719K 0.04% new Timeline AOA 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: 9,369 shares; 2025Q1: 9,334 shares; 2025Q2: 11,001 shares; 2025Q3: 5,041 shares; 2025Q4: 4,700 shares; 2026Q1: 4,713 shares; 2026Q2: 7,356 shares 7,356 $718K 0.04% +2,643 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: not reported; 2024Q4: not reported; 2025Q1: 438 shares; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 438 shares; 2026Q1: 595 shares; 2026Q2: 3,145 shares 3,145 $714K 0.04% +2,550 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,066 shares; 2024Q4: 1,913 shares; 2025Q1: 1,930 shares; 2025Q2: 2,240 shares; 2025Q3: 2,262 shares; 2025Q4: 2,262 shares; 2026Q1: 2,234 shares; 2026Q2: 2,264 shares 2,264 $712K 0.04% +30 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 401,522 shares; 2024Q4: 383,128 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,240 shares 36,240 $708K 0.04% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39 shares; 2024Q4: not reported; 2025Q1: 67 shares; 2025Q2: 79 shares; 2025Q3: 120 shares; 2025Q4: 144 shares; 2026Q1: 145 shares; 2026Q2: 579 shares 579 $694K 0.04% +434 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: 6,174 shares; 2024Q4: 6,124 shares; 2025Q1: 5,905 shares; 2025Q2: 6,337 shares; 2025Q3: 6,265 shares; 2025Q4: 6,095 shares; 2026Q1: 6,043 shares; 2026Q2: 4,391 shares 4,391 $690K 0.04% -1,652 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,126 shares 31,126 $682K 0.04% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,948 shares; 2024Q4: 31,626 shares; 2025Q1: 29,731 shares; 2025Q2: 30,721 shares; 2025Q3: 30,928 shares; 2025Q4: 30,143 shares; 2026Q1: 29,976 shares; 2026Q2: 26,962 shares 26,962 $681K 0.04% -3,014 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,200 shares 13,200 $668K 0.04% new Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,214 shares; 2024Q4: 34,080 shares; 2025Q1: 29,630 shares; 2025Q2: 32,333 shares; 2025Q3: 32,487 shares; 2025Q4: 31,717 shares; 2026Q1: 32,771 shares; 2026Q2: 29,621 shares 29,621 $656K 0.04% -3,150 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,570 shares; 2024Q4: 9,433 shares; 2025Q1: 8,697 shares; 2025Q2: 8,570 shares; 2025Q3: 9,503 shares; 2025Q4: 9,514 shares; 2026Q1: 9,236 shares; 2026Q2: 9,020 shares 9,020 $646K 0.04% -216 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,583 shares; 2024Q4: 7,583 shares; 2025Q1: 7,583 shares; 2025Q2: 7,585 shares; 2025Q3: 7,585 shares; 2025Q4: 7,585 shares; 2026Q1: 7,585 shares; 2026Q2: 7,208 shares 7,208 $640K 0.04% -377 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,672 shares 24,672 $637K 0.04% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124 shares; 2024Q4: not reported; 2025Q1: 124 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 144 shares; 2026Q1: 144 shares; 2026Q2: 2,013 shares 2,013 $634K 0.04% +1,869 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,819 shares; 2025Q1: 24,025 shares; 2025Q2: 18,180 shares; 2025Q3: 269 shares; 2025Q4: 22,798 shares; 2026Q1: 1,123 shares; 2026Q2: 5,690 shares 5,690 $628K 0.04% +4,567 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: not reported; 2024Q4: not reported; 2025Q1: 334 shares; 2025Q2: 444 shares; 2025Q3: 444 shares; 2025Q4: 444 shares; 2026Q1: 444 shares; 2026Q2: 10,434 shares 10,434 $623K 0.04% +9,990 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,859 shares 7,859 $621K 0.04% new 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: 33,125 shares; 2024Q4: 30,455 shares; 2025Q1: 24,302 shares; 2025Q2: 22,253 shares; 2025Q3: 22,257 shares; 2025Q4: 22,193 shares; 2026Q1: 22,010 shares; 2026Q2: 4,542 shares 4,542 $621K 0.04% -17,468 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,532 shares; 2024Q4: 12,532 shares; 2025Q1: 12,532 shares; 2025Q2: 12,532 shares; 2025Q3: 12,532 shares; 2025Q4: 12,532 shares; 2026Q1: 12,532 shares; 2026Q2: 10,144 shares 10,144 $620K 0.04% -2,388 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: 145 shares; 2024Q4: not reported; 2025Q1: 145 shares; 2025Q2: 147 shares; 2025Q3: 148 shares; 2025Q4: 172 shares; 2026Q1: 172 shares; 2026Q2: 581 shares 581 $619K 0.04% +409 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: 560 shares; 2024Q4: not reported; 2025Q1: 560 shares; 2025Q2: 566 shares; 2025Q3: 796 shares; 2025Q4: 979 shares; 2026Q1: 1,517 shares; 2026Q2: 5,169 shares 5,169 $608K 0.04% +3,652 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 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: 858 shares 858 $604K 0.04% new Timeline FHLC 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,607 shares 7,607 $588K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 3,054 shares 3,054 $579K 0.04% +3,010 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: 8,649 shares; 2024Q4: 8,061 shares; 2025Q1: 8,061 shares; 2025Q2: 8,109 shares; 2025Q3: 8,367 shares; 2025Q4: 8,444 shares; 2026Q1: 8,449 shares; 2026Q2: 7,074 shares 7,074 $578K 0.04% -1,375 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 6,015 shares; 2025Q3: 6,015 shares; 2025Q4: 6,015 shares; 2026Q1: 6,015 shares; 2026Q2: 6,259 shares 6,259 $576K 0.04% +244 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125 shares; 2026Q1: not reported; 2026Q2: 9,057 shares 9,057 $563K 0.04% new Timeline FDVV 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: 560 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 560 shares; 2026Q2: 9,031 shares 9,031 $544K 0.03% +8,471 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,040 shares 4,040 $532K 0.03% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 1,187 shares 1,187 $512K 0.03% +1,185 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,039 shares 11,039 $509K 0.03% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 125,850 shares; 2025Q1: 21,493 shares; 2025Q2: 1,695 shares; 2025Q3: 1,445 shares; 2025Q4: 1,445 shares; 2026Q1: 1,445 shares; 2026Q2: 8,498 shares 8,498 $490K 0.03% +7,053 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,015 shares 2,015 $489K 0.03% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 9,657 shares 9,657 $485K 0.03% new Timeline PABD 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: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 7,000 shares 7,000 $485K 0.03% 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: 458 shares; 2024Q4: not reported; 2025Q1: 388 shares; 2025Q2: 398 shares; 2025Q3: 398 shares; 2025Q4: 452 shares; 2026Q1: 451 shares; 2026Q2: 2,281 shares 2,281 $477K 0.03% +1,830 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,933 shares 1,933 $469K 0.03% 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: 1,091 shares; 2024Q4: not reported; 2025Q1: 1,525 shares; 2025Q2: 1,540 shares; 2025Q3: 1,890 shares; 2025Q4: 6,861 shares; 2026Q1: 6,874 shares; 2026Q2: 8,115 shares 8,115 $468K 0.03% +1,241 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,342 shares; 2025Q1: 4,272 shares; 2025Q2: 4,272 shares; 2025Q3: 4,272 shares; 2025Q4: 4,218 shares; 2026Q1: 4,079 shares; 2026Q2: 4,079 shares 4,079 $464K 0.03% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 50 shares; 2026Q1: 48 shares; 2026Q2: 3,418 shares 3,418 $463K 0.03% +3,370 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: not reported; 2024Q4: 5,074 shares; 2025Q1: not reported; 2025Q2: 604 shares; 2025Q3: 604 shares; 2025Q4: 604 shares; 2026Q1: 604 shares; 2026Q2: 4,661 shares 4,661 $461K 0.03% +4,057 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,155 shares 1,155 $458K 0.03% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,004 shares; 2024Q4: 4,004 shares; 2025Q1: 3,752 shares; 2025Q2: 3,757 shares; 2025Q3: 3,757 shares; 2025Q4: 3,772 shares; 2026Q1: 3,763 shares; 2026Q2: 2,022 shares 2,022 $456K 0.03% -1,741 Timeline JQUA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,300 shares 6,300 $455K 0.03% new Timeline JBND 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,479 shares 8,479 $454K 0.03% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,764 shares; 2024Q4: 15,010 shares; 2025Q1: 14,006 shares; 2025Q2: 14,766 shares; 2025Q3: 4,273 shares; 2025Q4: 4,294 shares; 2026Q1: 4,298 shares; 2026Q2: 3,457 shares 3,457 $452K 0.03% -841 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,132 shares 4,132 $451K 0.03% new 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: 305 shares; 2024Q4: not reported; 2025Q1: 547 shares; 2025Q2: 547 shares; 2025Q3: 550 shares; 2025Q4: 594 shares; 2026Q1: 593 shares; 2026Q2: 3,311 shares 3,311 $448K 0.03% +2,718 Timeline AOM 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: 9,402 shares; 2025Q1: 9,387 shares; 2025Q2: 11,244 shares; 2025Q3: 3,967 shares; 2025Q4: 3,192 shares; 2026Q1: 3,192 shares; 2026Q2: 8,885 shares 8,885 $443K 0.03% +5,693 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,413 shares 15,413 $438K 0.03% new 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: 72 shares; 2024Q4: not reported; 2025Q1: 408 shares; 2025Q2: 424 shares; 2025Q3: 489 shares; 2025Q4: 489 shares; 2026Q1: 489 shares; 2026Q2: 1,939 shares 1,939 $432K 0.03% +1,450 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: 996 shares; 2025Q2: 999 shares; 2025Q3: 1,235 shares; 2025Q4: 1,290 shares; 2026Q1: 2,124 shares; 2026Q2: 1,751 shares 1,751 $429K 0.03% -373 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,935 shares 4,935 $426K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,031 shares; 2025Q2: 1,031 shares; 2025Q3: 1,031 shares; 2025Q4: 1,031 shares; 2026Q1: 1,405 shares; 2026Q2: 3,055 shares 3,055 $420K 0.03% +1,650 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER 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: 13,692 shares 13,692 $419K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,244 shares 3,244 $415K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,787 shares 3,787 $409K 0.03% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,540 shares 3,540 $402K 0.03% 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: 130 shares; 2024Q4: not reported; 2025Q1: 35 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 63 shares; 2026Q1: 63 shares; 2026Q2: 1,856 shares 1,856 $402K 0.03% +1,793 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: 579 shares; 2024Q4: not reported; 2025Q1: 579 shares; 2025Q2: 579 shares; 2025Q3: 579 shares; 2025Q4: 579 shares; 2026Q1: 579 shares; 2026Q2: 4,566 shares 4,566 $397K 0.02% +3,987 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,054 shares; 2025Q1: 7,866 shares; 2025Q2: 9,956 shares; 2025Q3: 9,912 shares; 2025Q4: 9,407 shares; 2026Q1: 9,713 shares; 2026Q2: 7,228 shares 7,228 $397K 0.02% -2,485 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: 497 shares; 2024Q4: not reported; 2025Q1: 497 shares; 2025Q2: 497 shares; 2025Q3: 669 shares; 2025Q4: 428 shares; 2026Q1: 431 shares; 2026Q2: 3,650 shares 3,650 $392K 0.02% +3,219 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,073 shares 1,073 $387K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 1,133 shares 1,133 $379K 0.02% +1,112 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,497 shares 3,497 $375K 0.02% new Timeline LQDW 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: 15,401 shares 15,401 $370K 0.02% new 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: not reported; 2026Q2: 4,070 shares 4,070 $369K 0.02% new 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: 682 shares; 2024Q4: not reported; 2025Q1: 682 shares; 2025Q2: 710 shares; 2025Q3: 715 shares; 2025Q4: 888 shares; 2026Q1: 547 shares; 2026Q2: 15,178 shares 15,178 $365K 0.02% +14,631 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,627 shares; 2025Q2: 1,627 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,893 shares 7,893 $358K 0.02% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,954 shares; 2024Q4: 2,954 shares; 2025Q1: 2,954 shares; 2025Q2: 2,957 shares; 2025Q3: 2,955 shares; 2025Q4: 2,972 shares; 2026Q1: 2,787 shares; 2026Q2: 2,804 shares 2,804 $357K 0.02% +17 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 2,091 shares 2,091 $351K 0.02% +2,086 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,700 shares; 2025Q2: 2,801 shares; 2025Q3: 2,801 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,540 shares 6,540 $350K 0.02% new Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO 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: 2,305 shares 2,305 $348K 0.02% 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: 65 shares; 2024Q4: not reported; 2025Q1: 88 shares; 2025Q2: 91 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 59 shares; 2026Q2: 287 shares 287 $337K 0.02% +228 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: 507 shares; 2026Q2: 1,743 shares 1,743 $331K 0.02% +1,236 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 34 shares; 2026Q1: 25 shares; 2026Q2: 3,287 shares 3,287 $330K 0.02% +3,262 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,006 shares 10,006 $327K 0.02% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,083 shares; 2024Q4: 7,083 shares; 2025Q1: 7,255 shares; 2025Q2: 7,234 shares; 2025Q3: 7,234 shares; 2025Q4: 7,234 shares; 2026Q1: 4,882 shares; 2026Q2: 2,740 shares 2,740 $322K 0.02% -2,142 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,719 shares 1,719 $316K 0.02% new Timeline AOK 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: 6,876 shares; 2025Q1: 6,921 shares; 2025Q2: 7,212 shares; 2025Q3: 3,384 shares; 2025Q4: 3,000 shares; 2026Q1: 3,169 shares; 2026Q2: 7,541 shares 7,541 $313K 0.02% +4,372 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,985 shares; 2024Q4: 3,985 shares; 2025Q1: 3,985 shares; 2025Q2: 3,985 shares; 2025Q3: 3,985 shares; 2025Q4: 3,985 shares; 2026Q1: 3,985 shares; 2026Q2: 3,985 shares 3,985 $309K 0.02% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,769 shares 5,769 $306K 0.02% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,276 shares; 2024Q4: not reported; 2025Q1: 1,150 shares; 2025Q2: 1,158 shares; 2025Q3: 1,158 shares; 2025Q4: 1,231 shares; 2026Q1: 1,229 shares; 2026Q2: 3,313 shares 3,313 $306K 0.02% +2,084 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,867 shares 2,867 $305K 0.02% new Timeline NACP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,952 shares; 2025Q1: 4,952 shares; 2025Q2: 4,952 shares; 2025Q3: 4,952 shares; 2025Q4: 4,952 shares; 2026Q1: 4,952 shares; 2026Q2: 4,952 shares 4,952 $301K 0.02% 0 Timeline SCHE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,037 shares 8,037 $291K 0.02% 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: 644 shares; 2024Q4: not reported; 2025Q1: 644 shares; 2025Q2: 648 shares; 2025Q3: 724 shares; 2025Q4: 758 shares; 2026Q1: 759 shares; 2026Q2: 849 shares 849 $287K 0.02% +90 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: 2,600 shares; 2024Q4: not reported; 2025Q1: 2,992 shares; 2025Q2: 2,992 shares; 2025Q3: 2,992 shares; 2025Q4: 3,889 shares; 2026Q1: 3,889 shares; 2026Q2: 5,651 shares 5,651 $286K 0.02% +1,762 Timeline USHY 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: 4,776 shares; 2026Q2: 7,299 shares 7,299 $270K 0.02% +2,523 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: 43 shares; 2024Q4: not reported; 2025Q1: 68 shares; 2025Q2: 71 shares; 2025Q3: 88 shares; 2025Q4: 1,053 shares; 2026Q1: 1,053 shares; 2026Q2: 3,742 shares 3,742 $267K 0.02% +2,689 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,182 shares 1,182 $267K 0.02% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF 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: 126 shares; 2026Q1: not reported; 2026Q2: 7,985 shares 7,985 $266K 0.02% new 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: 275 shares; 2026Q1: 267 shares; 2026Q2: 555 shares 555 $265K 0.02% +288 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 1,179 shares 1,179 $261K 0.02% new Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,609 shares 4,609 $254K 0.02% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,058 shares; 2025Q2: 1,058 shares; 2025Q3: 1,058 shares; 2025Q4: 1,058 shares; 2026Q1: 1,058 shares; 2026Q2: 3,059 shares 3,059 $254K 0.02% +2,001 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,025 shares; 2024Q4: not reported; 2025Q1: 1,025 shares; 2025Q2: 1,025 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares; 2026Q1: 1,025 shares; 2026Q2: 940 shares 940 $250K 0.02% -85 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,658 shares 4,658 $250K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 246 shares 246 $249K 0.02% +226 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,177 shares; 2025Q3: 4,176 shares; 2025Q4: 4,176 shares; 2026Q1: 4,176 shares; 2026Q2: 3,379 shares 3,379 $249K 0.02% -797 Timeline VYMI 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,527 shares 2,527 $248K 0.02% new Timeline BSJV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,999 shares; 2025Q2: 10,109 shares; 2025Q3: 6,230 shares; 2025Q4: 7,736 shares; 2026Q1: 9,440 shares; 2026Q2: 9,440 shares 9,440 $248K 0.02% 0 Timeline DDFD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 12,325 shares 12,325 $246K 0.02% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53 shares; 2026Q1: 63 shares; 2026Q2: 4,407 shares 4,407 $245K 0.02% +4,344 Timeline ISHG 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: 3,201 shares; 2026Q2: 3,201 shares 3,201 $238K 0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL 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: 1,031 shares 1,031 $231K 0.01% new Timeline SCHH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 116 shares; 2026Q2: 9,505 shares 9,505 $225K 0.01% +9,389 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,463 shares 7,463 $224K 0.01% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,425 shares 2,425 $224K 0.01% new 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: 705 shares; 2024Q4: not reported; 2025Q1: 936 shares; 2025Q2: 936 shares; 2025Q3: 936 shares; 2025Q4: 1,076 shares; 2026Q1: 1,076 shares; 2026Q2: 2,077 shares 2,077 $224K 0.01% +1,001 Timeline WSR WHITESTONE REIT More: the full row for WHITESTONE REIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,624 shares 11,624 $220K 0.01% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 946 shares; 2024Q4: not reported; 2025Q1: 946 shares; 2025Q2: 946 shares; 2025Q3: 946 shares; 2025Q4: 946 shares; 2026Q1: 948 shares; 2026Q2: 924 shares 924 $220K 0.01% -24 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,885 shares; 2025Q2: 6,885 shares; 2025Q3: 6,885 shares; 2025Q4: 8,035 shares; 2026Q1: 8,494 shares; 2026Q2: 8,494 shares 8,494 $219K 0.01% 0 Timeline PCY 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: 10,121 shares 10,121 $219K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 916 shares 916 $217K 0.01% new Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,242 shares 2,242 $216K 0.01% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 3,155 shares 3,155 $213K 0.01% +2,455 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: 38 shares; 2024Q4: not reported; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 573 shares 573 $210K 0.01% +537 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,924 shares; 2026Q1: 93,162 shares; 2026Q2: 3,078 shares 3,078 $209K 0.01% -90,084 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 4 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 1,660 shares 1,660 $209K 0.01% +1,630 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,386 shares 1,386 $208K 0.01% new Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,744 shares 1,744 $208K 0.01% new Timeline BUG 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: 5,380 shares 5,380 $205K 0.01% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 874 shares; 2024Q4: not reported; 2025Q1: 874 shares; 2025Q2: 874 shares; 2025Q3: 874 shares; 2025Q4: 874 shares; 2026Q1: 874 shares; 2026Q2: 801 shares 801 $205K 0.01% -73 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,250 shares 4,250 $203K 0.01% new Timeline JSCP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,290 shares 4,290 $202K 0.01% new Timeline BSJW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,922 shares 7,922 $200K 0.01% new Timeline TXT TEXTRON INC More: the full row for TEXTRON 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: 1,307 shares; 2026Q1: 1,307 shares; 2026Q2: 2,177 shares 2,177 $200K 0.01% +870 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 839 shares 839 $199K 0.01% +838 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 558 shares 558 $198K 0.01% +553 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS 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: 20 shares; 2026Q2: 3,708 shares 3,708 $197K 0.01% +3,688 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,650 shares 1,650 $194K 0.01% new Timeline IQDY FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,479 shares 4,479 $191K 0.01% new 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: 224 shares; 2025Q2: 224 shares; 2025Q3: 2,024 shares; 2025Q4: 2,324 shares; 2026Q1: 2,324 shares; 2026Q2: 2,324 shares 2,324 $188K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 364 shares 364 $185K 0.01% new Timeline IRTC IRHYTHM HOLDINGS INC More: the full row for IRHYTHM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,230 shares; 2024Q4: 3,230 shares; 2025Q1: 3,230 shares; 2025Q2: 3,230 shares; 2025Q3: 3,230 shares; 2025Q4: 3,230 shares; 2026Q1: 3,230 shares; 2026Q2: 1,546 shares 1,546 $184K 0.01% -1,684 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: 526 shares; 2024Q4: not reported; 2025Q1: 526 shares; 2025Q2: 553 shares; 2025Q3: 556 shares; 2025Q4: 718 shares; 2026Q1: 533 shares; 2026Q2: 4,304 shares 4,304 $182K 0.01% +3,771 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: 1,804 shares; 2024Q4: 1,804 shares; 2025Q1: 1,804 shares; 2025Q2: 1,817 shares; 2025Q3: 1,817 shares; 2025Q4: 1,889 shares; 2026Q1: 1,900 shares; 2026Q2: 1,997 shares 1,997 $181K 0.01% +97 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,316 shares 2,316 $177K 0.01% new Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,226 shares 2,226 $173K 0.01% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,961 shares; 2024Q4: not reported; 2025Q1: 1,961 shares; 2025Q2: 1,961 shares; 2025Q3: 1,961 shares; 2025Q4: 1,979 shares; 2026Q1: 1,961 shares; 2026Q2: 3,447 shares 3,447 $172K 0.01% +1,486 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,408 shares 1,408 $171K 0.01% new Timeline IJJ 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: 338 shares; 2025Q2: 338 shares; 2025Q3: 338 shares; 2025Q4: 338 shares; 2026Q1: 338 shares; 2026Q2: 1,143 shares 1,143 $169K 0.01% +805 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,124 shares; 2024Q4: 15,648 shares; 2025Q1: 1,402 shares; 2025Q2: 1,312 shares; 2025Q3: 1,116 shares; 2025Q4: 1,116 shares; 2026Q1: 1,116 shares; 2026Q2: 1,116 shares 1,116 $167K 0.01% 0 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: 179 shares; 2024Q4: not reported; 2025Q1: 179 shares; 2025Q2: 192 shares; 2025Q3: 292 shares; 2025Q4: 316 shares; 2026Q1: 316 shares; 2026Q2: 616 shares 616 $167K 0.01% +300 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142 shares; 2024Q4: not reported; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,042 shares 3,042 $165K 0.01% new Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 3,092 shares 3,092 $164K 0.01% new Timeline PGX 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: 15,170 shares 15,170 $164K 0.01% new Timeline SCHP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,157 shares 6,157 $163K 0.01% new Timeline CHSCM CHS INC REDEEMABLE PREFERRED S More: the full row for CHS INC REDEEMABLE PREFERRED S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,049 shares; 2024Q4: not reported; 2025Q1: 7,049 shares; 2025Q2: not reported; 2025Q3: 7,049 shares; 2025Q4: 6,729 shares; 2026Q1: 6,729 shares; 2026Q2: 6,729 shares 6,729 $162K 0.01% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,055 shares 3,055 $162K 0.01% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,700 shares 1,700 $162K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,082 shares 3,082 $161K 0.01% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,116 shares 2,116 $158K 0.01% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,319 shares; 2024Q4: not reported; 2025Q1: 1,319 shares; 2025Q2: 1,329 shares; 2025Q3: 1,570 shares; 2025Q4: 1,676 shares; 2026Q1: 1,681 shares; 2026Q2: 1,691 shares 1,691 $158K 0.01% +10 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,000 shares 3,000 $157K 0.01% new Timeline CHSCL CHS INC PFD CL B SER 4 More: the full row for CHS INC PFD CL B SER 4 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,896 shares; 2024Q4: not reported; 2025Q1: 6,896 shares; 2025Q2: not reported; 2025Q3: 6,896 shares; 2025Q4: 6,193 shares; 2026Q1: 6,193 shares; 2026Q2: 6,193 shares 6,193 $156K 0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 517 shares 517 $156K 0.01% +516 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,503 shares; 2024Q4: not reported; 2025Q1: 1,503 shares; 2025Q2: 1,514 shares; 2025Q3: 1,917 shares; 2025Q4: 1,992 shares; 2026Q1: 1,983 shares; 2026Q2: 2,158 shares 2,158 $156K 0.01% +175 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: 1,079 shares 1,079 $153K 0.01% +854 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 444 shares 444 $152K 0.01% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC 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: 9,464 shares 9,464 $150K 0.01% new Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS 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: 3,850 shares 3,850 $150K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,496 shares 1,496 $150K 0.01% new Timeline ACM AECOM More: the full row for AECOM 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: 2,150 shares 2,150 $150K 0.01% new Timeline DFAS 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: 1,766 shares 1,766 $145K 0.01% new Timeline IDHQ 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: 3,313 shares 3,313 $145K 0.01% new Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,271 shares 6,271 $144K 0.01% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 486 shares; 2025Q3: 486 shares; 2025Q4: 486 shares; 2026Q1: 486 shares; 2026Q2: 2,977 shares 2,977 $144K 0.01% +2,491 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 756 shares 756 $140K 0.01% new Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,611 shares; 2024Q4: not reported; 2025Q1: 4,611 shares; 2025Q2: 4,611 shares; 2025Q3: 4,999 shares; 2025Q4: 4,999 shares; 2026Q1: 4,999 shares; 2026Q2: 4,999 shares 4,999 $137K 0.01% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,578 shares 2,578 $136K 0.01% new 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: 180 shares; 2024Q4: not reported; 2025Q1: 180 shares; 2025Q2: 182 shares; 2025Q3: 181 shares; 2025Q4: 212 shares; 2026Q1: 213 shares; 2026Q2: 499 shares 499 $136K 0.01% +286 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 475 shares 475 $135K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,074 shares 1,074 $134K 0.01% new 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: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 9 shares; 2026Q2: 522 shares 522 $133K 0.01% +513 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 2,900 shares 2,900 $132K 0.01% new 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: 560 shares; 2024Q4: not reported; 2025Q1: 560 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 562 shares; 2026Q1: 562 shares; 2026Q2: 450 shares 450 $132K 0.01% -112 Timeline SDVY 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: 2,200 shares; 2025Q4: 3,015 shares; 2026Q1: 3,015 shares; 2026Q2: 3,015 shares 3,015 $130K 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 23 shares; 2026Q1: 25 shares; 2026Q2: 250 shares 250 $130K 0.01% +225 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,046 shares; 2024Q4: not reported; 2025Q1: 1,821 shares; 2025Q2: 1,821 shares; 2025Q3: 1,821 shares; 2025Q4: 1,821 shares; 2026Q1: 1,821 shares; 2026Q2: 1,691 shares 1,691 $129K 0.01% -130 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 8 shares; 2025Q4: 85 shares; 2026Q1: 86 shares; 2026Q2: 3,065 shares 3,065 $127K 0.01% +2,979 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,719 shares 1,719 $126K 0.01% new Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 685 shares 685 $124K 0.01% new Timeline DDFZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 6,400 shares 6,400 $124K 0.01% new Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,009 shares 3,009 $122K 0.01% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53 shares; 2024Q4: not reported; 2025Q1: 146 shares; 2025Q2: 221 shares; 2025Q3: 346 shares; 2025Q4: 346 shares; 2026Q1: 346 shares; 2026Q2: 547 shares 547 $122K 0.01% +201 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196 shares; 2024Q4: not reported; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 196 shares; 2026Q1: 196 shares; 2026Q2: 196 shares 196 $121K 0.01% 0 Timeline EQT EQT CORP More: the full row for EQT 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 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 2,255 shares 2,255 $120K 0.01% +2,249 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: 362 shares; 2024Q4: not reported; 2025Q1: 144 shares; 2025Q2: 269 shares; 2025Q3: 358 shares; 2025Q4: 462 shares; 2026Q1: 462 shares; 2026Q2: 464 shares 464 $119K 0.01% +2 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 591 shares; 2025Q2: 596 shares; 2025Q3: 596 shares; 2025Q4: 601 shares; 2026Q1: 601 shares; 2026Q2: 755 shares 755 $119K 0.01% +154 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 604 shares 604 $118K 0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,331 shares 2,331 $118K 0.01% new Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,818 shares 1,818 $117K 0.01% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 49 shares; 2026Q1: 53 shares; 2026Q2: 1,225 shares 1,225 $117K 0.01% +1,172 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: 640 shares; 2024Q4: not reported; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 710 shares; 2026Q1: 707 shares; 2026Q2: 743 shares 743 $116K 0.01% +36 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 1,140 shares 1,140 $116K 0.01% new Timeline PAVE 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: 1,943 shares; 2025Q4: 1,943 shares; 2026Q1: 1,943 shares; 2026Q2: 1,943 shares 1,943 $114K 0.01% 0 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: 178 shares; 2024Q4: not reported; 2025Q1: 178 shares; 2025Q2: 179 shares; 2025Q3: 271 shares; 2025Q4: 284 shares; 2026Q1: 284 shares; 2026Q2: 359 shares 359 $114K 0.01% +75 Timeline SNAP SNAP INC More: the full row for SNAP 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: 25,614 shares 25,614 $114K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 742 shares 742 $113K 0.01% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,395 shares 1,395 $113K 0.01% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 658 shares 658 $112K 0.01% new 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: 140 shares; 2024Q4: not reported; 2025Q1: 140 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 185 shares; 2026Q1: 182 shares; 2026Q2: 300 shares 300 $112K 0.01% +118 Timeline SELV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED 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: 3,411 shares 3,411 $111K 0.01% new Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,126 shares; 2026Q1: 1,126 shares; 2026Q2: 1,126 shares 1,126 $111K 0.01% 0 Timeline DDFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 5,530 shares 5,530 $110K 0.01% new 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: 222 shares; 2024Q4: not reported; 2025Q1: 222 shares; 2025Q2: 223 shares; 2025Q3: 312 shares; 2025Q4: 312 shares; 2026Q1: 312 shares; 2026Q2: 327 shares 327 $108K 0.01% +15 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 473 shares 473 $108K 0.01% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 1,602 shares 1,602 $108K 0.01% +1,502 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,071 shares 2,071 $107K 0.01% new Timeline GDXJ 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: 830 shares; 2025Q2: 594 shares; 2025Q3: 594 shares; 2025Q4: 594 shares; 2026Q1: 594 shares; 2026Q2: 1,088 shares 1,088 $107K 0.01% +494 Timeline KKR & CO INC KKR & CO INC More: the full row for KKR & CO 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: 2,655 shares 2,655 $106K 0.01% new VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,246 shares 2,246 $105K 0.01% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 166 shares; 2026Q1: 166 shares; 2026Q2: 1,270 shares 1,270 $105K 0.01% +1,104 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 541 shares 541 $103K 0.01% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 379 shares; 2024Q4: not reported; 2025Q1: 308 shares; 2025Q2: 309 shares; 2025Q3: 309 shares; 2025Q4: 327 shares; 2026Q1: 331 shares; 2026Q2: 311 shares 311 $103K 0.01% -20 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,395 shares 2,395 $102K 0.01% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 214 shares; 2026Q1: 90 shares; 2026Q2: 850 shares 850 $99.9K 0.01% +760 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,382 shares; 2024Q4: 7,257 shares; 2025Q1: 7,296 shares; 2025Q2: 7,592 shares; 2025Q3: 730 shares; 2025Q4: 730 shares; 2026Q1: 730 shares; 2026Q2: 730 shares 730 $99.6K 0.01% 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: 104 shares; 2024Q4: not reported; 2025Q1: 349 shares; 2025Q2: 358 shares; 2025Q3: 502 shares; 2025Q4: 566 shares; 2026Q1: 566 shares; 2026Q2: 777 shares 777 $98.2K 0.01% +211 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK 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 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 101 shares 101 $97.1K 0.01% +100 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,238 shares 2,238 $96.5K 0.01% new Timeline PFXF 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,404 shares 5,404 $96.4K 0.01% new Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,962 shares 1,962 $94.7K 0.01% new 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: 1,110 shares; 2024Q4: not reported; 2025Q1: 1,110 shares; 2025Q2: 1,110 shares; 2025Q3: 1,110 shares; 2025Q4: 1,110 shares; 2026Q1: 1,110 shares; 2026Q2: 1,022 shares 1,022 $93.7K 0.01% -88 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 604 shares 604 $93.5K 0.01% +600 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 228 shares 228 $93.4K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 3 shares; 2025Q4: 23 shares; 2026Q1: 23 shares; 2026Q2: 257 shares 257 $93.1K 0.01% +234 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 2,400 shares 2,400 $92.5K 0.01% new Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $92.2K 0.01% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 80 shares; 2026Q1: 83 shares; 2026Q2: 1,150 shares 1,150 $90.5K 0.01% +1,067 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 79 shares; 2026Q1: 79 shares; 2026Q2: 774 shares 774 $90.3K 0.01% +695 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT 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 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 761 shares 761 $90K 0.01% +760 Timeline JPLD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,700 shares 1,700 $88.7K 0.01% new 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: 1,011 shares; 2024Q4: not reported; 2025Q1: 1,011 shares; 2025Q2: 1,071 shares; 2025Q3: 1,971 shares; 2025Q4: 2,215 shares; 2026Q1: 2,191 shares; 2026Q2: 4,164 shares 4,164 $86.2K 0.01% +1,973 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: 24 shares; 2024Q4: not reported; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 99 shares; 2026Q2: 171 shares 171 $85.8K 0.01% +72 Timeline SCHI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,773 shares 3,773 $85.4K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 342 shares 342 $84.9K 0.01% +340 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS 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: 6 shares; 2025Q4: 107 shares; 2026Q1: 82 shares; 2026Q2: 2,407 shares 2,407 $83.8K 0.01% +2,325 Timeline KVUE KENVUE INC More: the full row for KENVUE 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: 4,353 shares 4,353 $83.2K 0.01% new 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: not reported; 2026Q2: 1,650 shares 1,650 $83.1K 0.01% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,944 shares; 2024Q4: not reported; 2025Q1: 1,944 shares; 2025Q2: 1,944 shares; 2025Q3: 1,944 shares; 2025Q4: 1,944 shares; 2026Q1: 1,405 shares; 2026Q2: 1,289 shares 1,289 $82.7K 0.01% -116 Timeline MLPX 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: 1,118 shares 1,118 $82.4K 0.01% new Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS 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: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 28 shares; 2026Q2: 1,037 shares 1,037 $82.2K 0.01% +1,009 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 56 shares; 2026Q1: 68 shares; 2026Q2: 647 shares 647 $81.9K 0.01% +579 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: 1,195 shares 1,195 $81.8K 0.01% new Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,380 shares; 2024Q4: 13,867 shares; 2025Q1: 13,867 shares; 2025Q2: 10,560 shares; 2025Q3: 6,710 shares; 2025Q4: 7,921 shares; 2026Q1: 7,121 shares; 2026Q2: 3,213 shares 3,213 $81.7K 0.01% -3,908 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT 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: 2,000 shares 2,000 $81.2K 0.01% new Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 1,985 shares 1,985 $80.9K 0.01% new Timeline DDFA INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 4,000 shares 4,000 $80.8K 0.01% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 351 shares; 2024Q4: not reported; 2025Q1: 351 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 179 shares; 2026Q1: 179 shares; 2026Q2: 777 shares 777 $80.8K 0.01% +598 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 3,506 shares; 2026Q1: 3,537 shares; 2026Q2: 3,257 shares 3,257 $80K 0.01% -280 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: not reported; 2024Q4: not reported; 2025Q1: 670 shares; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 670 shares; 2026Q2: 1,804 shares 1,804 $79.4K <0.01% +1,134 Timeline AIVI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,377 shares 1,377 $77.5K <0.01% new Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 1,000 shares 1,000 $77.2K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,518 shares 1,518 $77.2K <0.01% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 82 shares; 2026Q1: 82 shares; 2026Q2: 1,193 shares 1,193 $75K <0.01% +1,111 Timeline EAOR 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: 18,124 shares; 2025Q1: 19,287 shares; 2025Q2: 18,598 shares; 2025Q3: 1,830 shares; 2025Q4: 1,886 shares; 2026Q1: 1,936 shares; 2026Q2: 1,978 shares 1,978 $75K <0.01% +42 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136 shares; 2024Q4: not reported; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 185 shares; 2025Q4: 233 shares; 2026Q1: 263 shares; 2026Q2: 275 shares 275 $73.5K <0.01% +12 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,317 shares 1,317 $71.9K <0.01% new Timeline GINX RBB FD INC More: the full row for RBB FD 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: 2,025 shares 2,025 $70.6K <0.01% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145 shares; 2024Q4: not reported; 2025Q1: 161 shares; 2025Q2: 162 shares; 2025Q3: 203 shares; 2025Q4: 203 shares; 2026Q1: 203 shares; 2026Q2: 204 shares 204 $70.2K <0.01% +1 Timeline HYXF 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: 1,410 shares; 2025Q2: 1,433 shares; 2025Q3: 1,455 shares; 2025Q4: 1,485 shares; 2026Q1: 1,499 shares; 2026Q2: 1,522 shares 1,522 $70K <0.01% +23 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 318 shares; 2025Q4: 318 shares; 2026Q1: 318 shares; 2026Q2: 318 shares 318 $69.7K <0.01% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,680 shares 1,680 $69.6K <0.01% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 397 shares; 2025Q2: 397 shares; 2025Q3: 527 shares; 2025Q4: 130 shares; 2026Q1: 130 shares; 2026Q2: 722 shares 722 $68.9K <0.01% +592 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,970 shares; 2024Q4: 12,803 shares; 2025Q1: 11,906 shares; 2025Q2: 11,587 shares; 2025Q3: 409 shares; 2025Q4: 335 shares; 2026Q1: 335 shares; 2026Q2: 335 shares 335 $68.7K <0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 526 shares; 2026Q1: 526 shares; 2026Q2: 723 shares 723 $67.6K <0.01% +197 Timeline EMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,160 shares 1,160 $67.2K <0.01% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 218 shares 218 $66.7K <0.01% new Timeline SGLC RBB FD INC More: the full row for RBB FD 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: 1,525 shares 1,525 $66.5K <0.01% new Timeline FNDC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 1,350 shares 1,350 $65.6K <0.01% +1,050 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 861 shares 861 $65K <0.01% new Timeline VLUE 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: 318 shares 318 $63.6K <0.01% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,102 shares; 2024Q4: not reported; 2025Q1: 706 shares; 2025Q2: 706 shares; 2025Q3: 706 shares; 2025Q4: 706 shares; 2026Q1: 706 shares; 2026Q2: 565 shares 565 $63.6K <0.01% -141 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224 shares; 2024Q4: not reported; 2025Q1: 224 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 228 shares; 2026Q1: 228 shares; 2026Q2: 227 shares 227 $63.4K <0.01% -1 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 161 shares 161 $63.4K <0.01% new Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 3,000 shares 3,000 $63.1K <0.01% +2,995 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 48 shares; 2025Q4: 144 shares; 2026Q1: 144 shares; 2026Q2: 144 shares 144 $63K <0.01% 0 Timeline VDIG VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY INCOME 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: 1,000 shares 1,000 $62.5K <0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 737 shares 737 $62.3K <0.01% +732 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: 124 shares; 2024Q4: not reported; 2025Q1: 124 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $61.9K <0.01% 0 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS 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: 1,450 shares 1,450 $61.9K <0.01% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER 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: 355 shares 355 $61.9K <0.01% new Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,400 shares 1,400 $60.9K <0.01% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,220 shares 1,220 $60.3K <0.01% new Timeline DDFM INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 3,000 shares 3,000 $59.2K <0.01% new Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE 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: 1,150 shares 1,150 $58.9K <0.01% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 250 shares 250 $57.4K <0.01% +248 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 149 shares; 2026Q1: 149 shares; 2026Q2: 582 shares 582 $56.1K <0.01% +433 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,500 shares 2,500 $56K <0.01% new Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP 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: 2,900 shares 2,900 $54.7K <0.01% new Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,700 shares 1,700 $54.6K <0.01% new Timeline IBDV 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: 2,500 shares 2,500 $54.5K <0.01% new Timeline IDEF 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: 1,711 shares 1,711 $54.4K <0.01% new Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 999 shares; 2026Q1: 999 shares; 2026Q2: 999 shares 999 $53.3K <0.01% 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: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 685 shares 685 $50.9K <0.01% +674 Timeline