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: 50,672 shares; 2024Q4: 52,170 shares; 2025Q1: 56,648 shares; 2025Q2: 57,760 shares; 2025Q3: 57,495 shares; 2025Q4: 59,419 shares; 2026Q1: 60,781 shares; 2026Q2: 62,578 shares 62,578 $43M 9.47% +1,797 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: 23,701 shares; 2024Q4: 23,369 shares; 2025Q1: 23,929 shares; 2025Q2: 24,636 shares; 2025Q3: 25,444 shares; 2025Q4: 25,218 shares; 2026Q1: 26,149 shares; 2026Q2: 24,582 shares 24,582 $18.1M 3.99% -1,567 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: 58,981 shares; 2024Q4: 61,910 shares; 2025Q1: 65,545 shares; 2025Q2: 65,161 shares; 2025Q3: 67,608 shares; 2025Q4: 69,213 shares; 2026Q1: 70,341 shares; 2026Q2: 72,446 shares 72,446 $17.1M 3.78% +2,105 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: 27,164 shares; 2024Q4: 27,392 shares; 2025Q1: 29,201 shares; 2025Q2: 28,842 shares; 2025Q3: 29,645 shares; 2025Q4: 29,681 shares; 2026Q1: 31,152 shares; 2026Q2: 189,663 shares 189,663 $16.3M 3.6% +158,511 Timeline BAPR 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: 251,973 shares; 2024Q4: 257,464 shares; 2025Q1: 262,344 shares; 2025Q2: 270,738 shares; 2025Q3: 273,529 shares; 2025Q4: 288,809 shares; 2026Q1: 295,477 shares; 2026Q2: 300,336 shares 300,336 $16M 3.52% +4,859 Timeline BJAN 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: 234,835 shares; 2024Q4: 240,807 shares; 2025Q1: 248,949 shares; 2025Q2: 248,975 shares; 2025Q3: 250,883 shares; 2025Q4: 262,967 shares; 2026Q1: 265,894 shares; 2026Q2: 271,186 shares 271,186 $16M 3.52% +5,292 Timeline BJUL 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: 251,654 shares; 2024Q4: 258,371 shares; 2025Q1: 263,979 shares; 2025Q2: 262,318 shares; 2025Q3: 268,784 shares; 2025Q4: 282,004 shares; 2026Q1: 285,983 shares; 2026Q2: 292,075 shares 292,075 $15.9M 3.49% +6,092 Timeline BOCT 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: 247,209 shares; 2024Q4: 259,058 shares; 2025Q1: 265,502 shares; 2025Q2: 264,944 shares; 2025Q3: 267,175 shares; 2025Q4: 285,759 shares; 2026Q1: 290,463 shares; 2026Q2: 296,555 shares 296,555 $15.7M 3.46% +6,092 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: 39,459 shares; 2024Q4: 39,948 shares; 2025Q1: 41,762 shares; 2025Q2: 43,214 shares; 2025Q3: 44,704 shares; 2025Q4: 47,406 shares; 2026Q1: 51,999 shares; 2026Q2: 51,904 shares 51,904 $15M 3.31% -95 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: 33,790 shares; 2024Q4: 40,926 shares; 2025Q1: 43,683 shares; 2025Q2: 45,882 shares; 2025Q3: 46,294 shares; 2025Q4: 47,077 shares; 2026Q1: 46,723 shares; 2026Q2: 46,818 shares 46,818 $14.2M 3.13% +95 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: 457,400 shares; 2024Q4: 513,675 shares; 2025Q1: 558,987 shares; 2025Q2: 584,055 shares; 2025Q3: 359,496 shares; 2025Q4: 373,919 shares; 2026Q1: 393,318 shares; 2026Q2: 415,946 shares 415,946 $13.9M 3.07% +22,628 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,019 shares; 2024Q4: 199,707 shares; 2025Q1: 215,265 shares; 2025Q2: 224,388 shares; 2025Q3: 199,890 shares; 2025Q4: 210,207 shares; 2026Q1: 229,389 shares; 2026Q2: 250,728 shares 250,728 $12.6M 2.78% +21,339 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: 102,764 shares; 2024Q4: 312,701 shares; 2025Q1: 324,958 shares; 2025Q2: 349,363 shares; 2025Q3: 346,271 shares; 2025Q4: 382,443 shares; 2026Q1: 363,844 shares; 2026Q2: 383,686 shares 383,686 $12.2M 2.68% +19,842 Timeline FPEI 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: 282,433 shares; 2024Q4: 422,190 shares; 2025Q1: 425,614 shares; 2025Q2: 587,075 shares; 2025Q3: 588,031 shares; 2025Q4: 602,697 shares; 2026Q1: 614,923 shares; 2026Q2: 623,023 shares 623,023 $12M 2.65% +8,100 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: 19,161 shares; 2024Q4: not reported; 2025Q1: 25,529 shares; 2025Q2: 26,670 shares; 2025Q3: 27,230 shares; 2025Q4: 26,843 shares; 2026Q1: 26,374 shares; 2026Q2: 26,263 shares 26,263 $9.39M 2.07% -111 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: 20,209 shares; 2024Q4: 20,066 shares; 2025Q1: 22,454 shares; 2025Q2: 22,546 shares; 2025Q3: 22,755 shares; 2025Q4: 46,723 shares; 2026Q1: 47,327 shares; 2026Q2: 45,009 shares 45,009 $8.58M 1.89% -2,318 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: 22,711 shares; 2024Q4: 20,036 shares; 2025Q1: 27,373 shares; 2025Q2: 32,048 shares; 2025Q3: 32,250 shares; 2025Q4: 38,977 shares; 2026Q1: 42,518 shares; 2026Q2: 42,113 shares 42,113 $8.43M 1.86% -405 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: 25,424 shares; 2024Q4: 24,714 shares; 2025Q1: 25,864 shares; 2025Q2: 21,136 shares; 2025Q3: 20,548 shares; 2025Q4: 21,605 shares; 2026Q1: 21,293 shares; 2026Q2: 21,324 shares 21,324 $7.89M 1.74% +31 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: 9,656 shares; 2024Q4: 9,659 shares; 2025Q1: 9,863 shares; 2025Q2: 11,144 shares; 2025Q3: 11,570 shares; 2025Q4: 13,301 shares; 2026Q1: 17,621 shares; 2026Q2: 19,965 shares 19,965 $7.45M 1.64% +2,344 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: 64,113 shares; 2024Q4: 68,543 shares; 2025Q1: 60,347 shares; 2025Q2: 99,062 shares; 2025Q3: 99,183 shares; 2025Q4: 102,501 shares; 2026Q1: 115,160 shares; 2026Q2: 111,127 shares 111,127 $5.62M 1.24% -4,033 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: not reported; 2024Q4: not reported; 2025Q1: 1,194 shares; 2025Q2: 2,182 shares; 2025Q3: 3,931 shares; 2025Q4: 4,075 shares; 2026Q1: 4,551 shares; 2026Q2: 4,544 shares 4,544 $5.45M 1.2% -7 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: 14,150 shares; 2024Q4: 14,245 shares; 2025Q1: 14,590 shares; 2025Q2: 14,723 shares; 2025Q3: 14,900 shares; 2025Q4: 15,336 shares; 2026Q1: 15,769 shares; 2026Q2: 15,930 shares 15,930 $5.21M 1.15% +161 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,591 shares; 2024Q4: 11,648 shares; 2025Q1: 11,653 shares; 2025Q2: 12,388 shares; 2025Q3: 12,716 shares; 2025Q4: 13,280 shares; 2026Q1: 16,055 shares; 2026Q2: 14,759 shares 14,759 $5.03M 1.11% -1,296 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: 8,301 shares; 2024Q4: 8,301 shares; 2025Q1: 15,069 shares; 2025Q2: 15,879 shares; 2025Q3: 16,229 shares; 2025Q4: 18,130 shares; 2026Q1: 22,165 shares; 2026Q2: 19,339 shares 19,339 $4.61M 1.02% -2,826 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,730 shares; 2024Q4: 48,881 shares; 2025Q1: 54,092 shares; 2025Q2: 59,657 shares; 2025Q3: 60,226 shares; 2025Q4: 81,038 shares; 2026Q1: 78,224 shares; 2026Q2: 84,702 shares 84,702 $4.28M 0.94% +6,478 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: 16,534 shares; 2024Q4: 16,822 shares; 2025Q1: 16,642 shares; 2025Q2: 16,908 shares; 2025Q3: 17,041 shares; 2025Q4: 16,828 shares; 2026Q1: 16,567 shares; 2026Q2: 16,785 shares 16,785 $4.26M 0.94% +218 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: 4,029 shares; 2024Q4: 4,099 shares; 2025Q1: 4,396 shares; 2025Q2: 4,449 shares; 2025Q3: 4,516 shares; 2025Q4: 4,704 shares; 2026Q1: 4,754 shares; 2026Q2: 4,673 shares 4,673 $3.49M 0.77% -81 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,718 shares; 2024Q4: 2,681 shares; 2025Q1: 5,059 shares; 2025Q2: 5,062 shares; 2025Q3: 5,104 shares; 2025Q4: 7,816 shares; 2026Q1: 9,572 shares; 2026Q2: 9,573 shares 9,573 $3.38M 0.75% +1 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: 6,095 shares; 2024Q4: 6,095 shares; 2025Q1: 5,635 shares; 2025Q2: 5,710 shares; 2025Q3: 6,425 shares; 2025Q4: 8,137 shares; 2026Q1: 8,117 shares; 2026Q2: 8,063 shares 8,063 $3.05M 0.67% -54 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: 609 shares; 2024Q4: 693 shares; 2025Q1: 4,683 shares; 2025Q2: 5,279 shares; 2025Q3: 5,497 shares; 2025Q4: 5,808 shares; 2026Q1: 7,277 shares; 2026Q2: 5,352 shares 5,352 $3.01M 0.66% -1,925 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: 56,675 shares; 2024Q4: 55,471 shares; 2025Q1: 55,471 shares; 2025Q2: 55,471 shares; 2025Q3: 55,471 shares; 2025Q4: 61,975 shares; 2026Q1: 52,425 shares; 2026Q2: 86,900 shares 86,900 $2.98M 0.66% +34,475 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: 2,203 shares; 2024Q4: 2,118 shares; 2025Q1: 4,576 shares; 2025Q2: 5,136 shares; 2025Q3: 5,871 shares; 2025Q4: 6,913 shares; 2026Q1: 8,067 shares; 2026Q2: 8,298 shares 8,298 $2.85M 0.63% +231 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: 2,542 shares; 2024Q4: 2,672 shares; 2025Q1: 2,728 shares; 2025Q2: 2,711 shares; 2025Q3: 2,745 shares; 2025Q4: 2,884 shares; 2026Q1: 2,854 shares; 2026Q2: 2,898 shares 2,898 $2.71M 0.6% +44 Timeline PFFV 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: 38,095 shares; 2024Q4: 42,020 shares; 2025Q1: 50,557 shares; 2025Q2: 80,686 shares; 2025Q3: 102,953 shares; 2025Q4: 110,452 shares; 2026Q1: 108,532 shares; 2026Q2: 116,315 shares 116,315 $2.56M 0.56% +7,783 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,529 shares; 2024Q4: 6,017 shares; 2025Q1: 5,853 shares; 2025Q2: 5,423 shares; 2025Q3: 5,423 shares; 2025Q4: 5,172 shares; 2026Q1: 4,991 shares; 2026Q2: 6,056 shares 6,056 $2.55M 0.56% +1,065 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: 13,897 shares; 2024Q4: 14,457 shares; 2025Q1: 14,601 shares; 2025Q2: 15,690 shares; 2025Q3: 15,930 shares; 2025Q4: 16,475 shares; 2026Q1: 15,735 shares; 2026Q2: 15,305 shares 15,305 $2.54M 0.56% -430 Timeline BSEP 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: 24,312 shares; 2024Q4: 24,312 shares; 2025Q1: 24,312 shares; 2025Q2: 24,312 shares; 2025Q3: 47,612 shares; 2025Q4: 47,537 shares; 2026Q1: 47,537 shares; 2026Q2: 47,537 shares 47,537 $2.51M 0.55% 0 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: 55,211 shares; 2025Q2: 55,444 shares; 2025Q3: 55,688 shares; 2025Q4: 54,974 shares; 2026Q1: 69,976 shares; 2026Q2: 73,248 shares 73,248 $2.44M 0.54% +3,272 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: 8,009 shares; 2024Q4: 8,566 shares; 2025Q1: 9,177 shares; 2025Q2: 9,699 shares; 2025Q3: 9,813 shares; 2025Q4: 11,031 shares; 2026Q1: 13,666 shares; 2026Q2: 12,693 shares 12,693 $2.35M 0.52% -973 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $2.25M 0.49% 0 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: 28,609 shares; 2024Q4: 23,837 shares; 2025Q1: 20,435 shares; 2025Q2: 22,435 shares; 2025Q3: 22,435 shares; 2025Q4: 22,821 shares; 2026Q1: 22,821 shares; 2026Q2: 22,571 shares 22,571 $2.22M 0.49% -250 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: 84,826 shares; 2024Q4: 82,451 shares; 2025Q1: 35,051 shares; 2025Q2: 34,182 shares; 2025Q3: 34,965 shares; 2025Q4: 34,785 shares; 2026Q1: 34,769 shares; 2026Q2: 36,105 shares 36,105 $2.04M 0.45% +1,336 Timeline FCAL 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: 26,397 shares; 2024Q4: 25,547 shares; 2025Q1: 25,447 shares; 2025Q2: 27,148 shares; 2025Q3: 30,655 shares; 2025Q4: 32,505 shares; 2026Q1: 32,755 shares; 2026Q2: 37,730 shares 37,730 $1.87M 0.41% +4,975 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: 27,182 shares; 2024Q4: 27,259 shares; 2025Q1: 27,919 shares; 2025Q2: 33,121 shares; 2025Q3: 33,683 shares; 2025Q4: 36,242 shares; 2026Q1: 32,427 shares; 2026Q2: 32,513 shares 32,513 $1.85M 0.41% +86 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,518 shares; 2024Q4: 14,040 shares; 2025Q1: 16,885 shares; 2025Q2: 17,247 shares; 2025Q3: 17,423 shares; 2025Q4: 18,300 shares; 2026Q1: 17,069 shares; 2026Q2: 18,990 shares 18,990 $1.83M 0.4% +1,921 Timeline BMAY 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: 24,802 shares; 2024Q4: 24,802 shares; 2025Q1: 24,678 shares; 2025Q2: 49,253 shares; 2025Q3: 37,478 shares; 2025Q4: 37,478 shares; 2026Q1: 37,478 shares; 2026Q2: 37,478 shares 37,478 $1.77M 0.39% 0 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: 16,173 shares; 2024Q4: 43,957 shares; 2025Q1: 49,245 shares; 2025Q2: 49,159 shares; 2025Q3: 53,949 shares; 2025Q4: 67,281 shares; 2026Q1: 67,265 shares; 2026Q2: 78,315 shares 78,315 $1.77M 0.39% +11,050 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: 53,610 shares; 2024Q4: 23,945 shares; 2025Q1: 23,732 shares; 2025Q2: 21,837 shares; 2025Q3: 21,837 shares; 2025Q4: 21,737 shares; 2026Q1: 21,887 shares; 2026Q2: 21,862 shares 21,862 $1.77M 0.39% -25 Timeline BMAR 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: 23,254 shares; 2024Q4: 23,254 shares; 2025Q1: 28,480 shares; 2025Q2: 28,480 shares; 2025Q3: 30,455 shares; 2025Q4: 30,365 shares; 2026Q1: 30,365 shares; 2026Q2: 30,365 shares 30,365 $1.75M 0.39% 0 Timeline BFEB 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: 23,962 shares; 2024Q4: 23,962 shares; 2025Q1: 30,987 shares; 2025Q2: 30,987 shares; 2025Q3: 33,162 shares; 2025Q4: 33,087 shares; 2026Q1: 33,087 shares; 2026Q2: 33,087 shares 33,087 $1.74M 0.38% 0 Timeline BDEC 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: 23,159 shares; 2024Q4: 37,434 shares; 2025Q1: 30,234 shares; 2025Q2: 30,234 shares; 2025Q3: 32,384 shares; 2025Q4: 32,384 shares; 2026Q1: 32,384 shares; 2026Q2: 32,384 shares 32,384 $1.72M 0.38% 0 Timeline BNOV 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: 24,635 shares; 2024Q4: 24,635 shares; 2025Q1: 24,635 shares; 2025Q2: 24,635 shares; 2025Q3: 26,985 shares; 2025Q4: 30,285 shares; 2026Q1: 35,285 shares; 2026Q2: 35,285 shares 35,285 $1.69M 0.37% 0 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: 15,905 shares; 2024Q4: 15,772 shares; 2025Q1: 9,908 shares; 2025Q2: 9,705 shares; 2025Q3: 9,506 shares; 2025Q4: 10,910 shares; 2026Q1: 10,511 shares; 2026Q2: 11,481 shares 11,481 $1.68M 0.37% +970 Timeline BAUG 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: 23,943 shares; 2024Q4: 23,943 shares; 2025Q1: 23,844 shares; 2025Q2: 23,844 shares; 2025Q3: 31,432 shares; 2025Q4: 31,357 shares; 2026Q1: 31,357 shares; 2026Q2: 31,357 shares 31,357 $1.68M 0.37% 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: 6,348 shares; 2024Q4: 6,512 shares; 2025Q1: 6,377 shares; 2025Q2: 6,083 shares; 2025Q3: 6,059 shares; 2025Q4: 6,113 shares; 2026Q1: 6,120 shares; 2026Q2: 6,124 shares 6,124 $1.66M 0.36% +4 Timeline BJUN 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: 23,810 shares; 2024Q4: 23,810 shares; 2025Q1: 23,735 shares; 2025Q2: 31,485 shares; 2025Q3: 33,710 shares; 2025Q4: 33,710 shares; 2026Q1: 33,710 shares; 2026Q2: 33,710 shares 33,710 $1.64M 0.36% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,691 shares; 2024Q4: 3,691 shares; 2025Q1: 3,691 shares; 2025Q2: 3,691 shares; 2025Q3: 3,691 shares; 2025Q4: 3,691 shares; 2026Q1: 3,691 shares; 2026Q2: 3,691 shares 3,691 $1.57M 0.35% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,623 shares; 2024Q4: 2,782 shares; 2025Q1: 3,307 shares; 2025Q2: 3,922 shares; 2025Q3: 3,776 shares; 2025Q4: 4,027 shares; 2026Q1: 9,040 shares; 2026Q2: 7,620 shares 7,620 $1.56M 0.34% -1,420 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,025 shares; 2026Q1: 48,097 shares; 2026Q2: 45,117 shares 45,117 $1.53M 0.34% -2,980 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: 5,726 shares; 2024Q4: 5,916 shares; 2025Q1: 5,933 shares; 2025Q2: 6,194 shares; 2025Q3: 6,210 shares; 2025Q4: 6,608 shares; 2026Q1: 5,987 shares; 2026Q2: 6,809 shares 6,809 $1.5M 0.33% +822 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,547 shares; 2026Q1: 1,289 shares; 2026Q2: 1,285 shares 1,285 $1.48M 0.33% -4 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,436 shares; 2024Q4: 8,352 shares; 2025Q1: 8,315 shares; 2025Q2: 8,405 shares; 2025Q3: 8,547 shares; 2025Q4: 27,311 shares; 2026Q1: 13,645 shares; 2026Q2: 29,141 shares 29,141 $1.43M 0.31% +15,496 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: 9,349 shares; 2024Q4: 9,314 shares; 2025Q1: 8,458 shares; 2025Q2: 8,808 shares; 2025Q3: 8,736 shares; 2025Q4: 8,412 shares; 2026Q1: 6,627 shares; 2026Q2: 5,578 shares 5,578 $1.42M 0.31% -1,049 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,500 shares; 2025Q3: 7,344 shares; 2025Q4: 7,133 shares; 2026Q1: 6,684 shares; 2026Q2: 6,974 shares 6,974 $1.4M 0.31% +290 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: 9,015 shares; 2024Q4: 8,865 shares; 2025Q1: 9,245 shares; 2025Q2: 9,265 shares; 2025Q3: 8,965 shares; 2025Q4: 8,890 shares; 2026Q1: 8,880 shares; 2026Q2: 8,840 shares 8,840 $1.4M 0.31% -40 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: 2,449 shares; 2024Q4: 2,584 shares; 2025Q1: 3,581 shares; 2025Q2: 2,300 shares; 2025Q3: 2,366 shares; 2025Q4: 2,762 shares; 2026Q1: 2,506 shares; 2026Q2: 2,729 shares 2,729 $1.37M 0.3% +223 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,592 shares; 2024Q4: 12,182 shares; 2025Q1: 11,944 shares; 2025Q2: 12,269 shares; 2025Q3: 11,494 shares; 2025Q4: 11,454 shares; 2026Q1: 11,539 shares; 2026Q2: 10,989 shares 10,989 $1.34M 0.3% -550 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: 10,319 shares; 2024Q4: 10,394 shares; 2025Q1: 9,711 shares; 2025Q2: 9,975 shares; 2025Q3: 9,616 shares; 2025Q4: 11,781 shares; 2026Q1: 11,841 shares; 2026Q2: 11,306 shares 11,306 $1.33M 0.29% -535 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: 2,473 shares; 2024Q4: 2,313 shares; 2025Q1: 2,039 shares; 2025Q2: 2,039 shares; 2025Q3: 2,039 shares; 2025Q4: 2,049 shares; 2026Q1: 2,049 shares; 2026Q2: 2,049 shares 2,049 $1.3M 0.29% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,450 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,675 shares; 2025Q4: 3,278 shares; 2026Q1: 2,975 shares; 2026Q2: 2,975 shares 2,975 $1.29M 0.28% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,790 shares; 2024Q4: 5,790 shares; 2025Q1: 5,510 shares; 2025Q2: 5,527 shares; 2025Q3: 5,542 shares; 2025Q4: 5,932 shares; 2026Q1: 8,668 shares; 2026Q2: 8,528 shares 8,528 $1.25M 0.28% -140 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: 929 shares; 2024Q4: 929 shares; 2025Q1: 1,426 shares; 2025Q2: 1,426 shares; 2025Q3: 1,926 shares; 2025Q4: 2,331 shares; 2026Q1: 2,179 shares; 2026Q2: 2,209 shares 2,209 $1.11M 0.24% +30 Timeline VHT 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: 3,150 shares; 2024Q4: 3,059 shares; 2025Q1: 3,677 shares; 2025Q2: 3,578 shares; 2025Q3: 3,736 shares; 2025Q4: 3,782 shares; 2026Q1: 3,692 shares; 2026Q2: 3,692 shares 3,692 $1.1M 0.24% 0 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: 3,889 shares; 2024Q4: 4,457 shares; 2025Q1: 4,557 shares; 2025Q2: 6,063 shares; 2025Q3: 6,356 shares; 2025Q4: 6,764 shares; 2026Q1: 6,773 shares; 2026Q2: 6,747 shares 6,747 $1.07M 0.24% -26 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,193 shares; 2026Q1: 1,845 shares; 2026Q2: 1,810 shares 1,810 $1.05M 0.23% -35 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,728 shares; 2024Q4: 2,601 shares; 2025Q1: 2,626 shares; 2025Q2: 2,666 shares; 2025Q3: 2,641 shares; 2025Q4: 3,121 shares; 2026Q1: 3,394 shares; 2026Q2: 2,939 shares 2,939 $1.04M 0.23% -455 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: 939 shares; 2024Q4: 936 shares; 2025Q1: 1,001 shares; 2025Q2: 1,136 shares; 2025Q3: 1,172 shares; 2025Q4: 1,172 shares; 2026Q1: 1,297 shares; 2026Q2: 1,261 shares 1,261 $945K 0.21% -36 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: 11,355 shares; 2024Q4: 12,132 shares; 2025Q1: 12,212 shares; 2025Q2: 11,325 shares; 2025Q3: 10,803 shares; 2025Q4: 9,514 shares; 2026Q1: 8,308 shares; 2026Q2: 8,233 shares 8,233 $932K 0.21% -75 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: 12,053 shares; 2024Q4: 24,549 shares; 2025Q1: 24,550 shares; 2025Q2: 24,576 shares; 2025Q3: 24,425 shares; 2025Q4: 22,740 shares; 2026Q1: 22,931 shares; 2026Q2: 24,916 shares 24,916 $900K 0.2% +1,985 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 958 shares; 2024Q4: 958 shares; 2025Q1: 958 shares; 2025Q2: 958 shares; 2025Q3: 958 shares; 2025Q4: 958 shares; 2026Q1: 958 shares; 2026Q2: 7,390 shares 7,390 $883K 0.19% +6,432 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: 9,959 shares; 2024Q4: 10,859 shares; 2025Q1: 10,575 shares; 2025Q2: 10,575 shares; 2025Q3: 10,575 shares; 2025Q4: 10,575 shares; 2026Q1: 10,575 shares; 2026Q2: 10,575 shares 10,575 $874K 0.19% 0 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: 16,206 shares; 2024Q4: 30,640 shares; 2025Q1: 30,640 shares; 2025Q2: 30,640 shares; 2025Q3: 30,640 shares; 2025Q4: 30,640 shares; 2026Q1: 30,640 shares; 2026Q2: 30,640 shares 30,640 $849K 0.19% 0 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: 5,991 shares; 2024Q4: 5,876 shares; 2025Q1: 6,685 shares; 2025Q2: 6,143 shares; 2025Q3: 5,493 shares; 2025Q4: 5,824 shares; 2026Q1: 5,709 shares; 2026Q2: 5,584 shares 5,584 $828K 0.18% -125 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: 6,732 shares; 2024Q4: 6,712 shares; 2025Q1: 3,727 shares; 2025Q2: 3,634 shares; 2025Q3: 3,634 shares; 2025Q4: 6,959 shares; 2026Q1: 6,959 shares; 2026Q2: 6,923 shares 6,923 $812K 0.18% -36 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: 11,033 shares; 2024Q4: 10,305 shares; 2025Q1: 7,300 shares; 2025Q2: 7,300 shares; 2025Q3: 7,300 shares; 2025Q4: 9,257 shares; 2026Q1: 8,851 shares; 2026Q2: 8,659 shares 8,659 $799K 0.18% -192 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: 2,482 shares; 2024Q4: 2,457 shares; 2025Q1: 2,457 shares; 2025Q2: 2,431 shares; 2025Q3: 2,431 shares; 2025Q4: 2,436 shares; 2026Q1: 2,436 shares; 2026Q2: 2,436 shares 2,436 $767K 0.17% 0 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: 651 shares; 2025Q1: 608 shares; 2025Q2: 781 shares; 2025Q3: 797 shares; 2025Q4: 827 shares; 2026Q1: 815 shares; 2026Q2: 781 shares 781 $751K 0.17% -34 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: 17,564 shares; 2024Q4: 18,211 shares; 2025Q1: 11,402 shares; 2025Q2: 11,402 shares; 2025Q3: 10,343 shares; 2025Q4: 12,453 shares; 2026Q1: 12,018 shares; 2026Q2: 10,518 shares 10,518 $749K 0.17% -1,500 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: 5,523 shares; 2024Q4: 5,459 shares; 2025Q1: 5,265 shares; 2025Q2: 4,978 shares; 2025Q3: 4,978 shares; 2025Q4: 5,097 shares; 2026Q1: 5,097 shares; 2026Q2: 5,097 shares 5,097 $690K 0.15% 0 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: 330 shares; 2024Q4: 330 shares; 2025Q1: 473 shares; 2025Q2: 494 shares; 2025Q3: 636 shares; 2025Q4: 6,236 shares; 2026Q1: 9,726 shares; 2026Q2: 9,661 shares 9,661 $690K 0.15% -65 Timeline PFFD 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: 26,308 shares; 2024Q4: 32,508 shares; 2025Q1: 37,651 shares; 2025Q2: 37,651 shares; 2025Q3: 35,842 shares; 2025Q4: 36,991 shares; 2026Q1: 36,991 shares; 2026Q2: 36,491 shares 36,491 $682K 0.15% -500 Timeline VOE 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: 1,652 shares; 2025Q2: 2,075 shares; 2025Q3: 2,075 shares; 2025Q4: 2,675 shares; 2026Q1: 3,315 shares; 2026Q2: 3,445 shares 3,445 $681K 0.15% +130 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,250 shares 23,250 $673K 0.15% new 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: 1,839 shares; 2024Q4: 1,727 shares; 2025Q1: 1,852 shares; 2025Q2: 2,997 shares; 2025Q3: 3,122 shares; 2025Q4: 3,732 shares; 2026Q1: 6,847 shares; 2026Q2: 5,650 shares 5,650 $665K 0.15% -1,197 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: 2,695 shares; 2024Q4: 2,996 shares; 2025Q1: 3,306 shares; 2025Q2: 2,877 shares; 2025Q3: 2,877 shares; 2025Q4: 2,062 shares; 2026Q1: 2,167 shares; 2026Q2: 2,167 shares 2,167 $651K 0.14% 0 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: 5,804 shares; 2024Q4: 5,777 shares; 2025Q1: 4,257 shares; 2025Q2: 4,280 shares; 2025Q3: 4,280 shares; 2025Q4: 4,070 shares; 2026Q1: 4,696 shares; 2026Q2: 4,921 shares 4,921 $651K 0.14% +225 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: 3,329 shares; 2025Q2: 3,329 shares; 2025Q3: 3,217 shares; 2025Q4: 3,217 shares; 2026Q1: 3,217 shares; 2026Q2: 2,950 shares 2,950 $647K 0.14% -267 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: 669 shares; 2024Q4: 595 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 529 shares; 2025Q4: 587 shares; 2026Q1: 587 shares; 2026Q2: 595 shares 595 $634K 0.14% +8 Timeline SCYB 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: 8,700 shares; 2025Q2: 8,700 shares; 2025Q3: 12,141 shares; 2025Q4: 14,406 shares; 2026Q1: 16,366 shares; 2026Q2: 22,729 shares 22,729 $595K 0.13% +6,363 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: 4,089 shares; 2024Q4: 4,089 shares; 2025Q1: 4,089 shares; 2025Q2: 4,107 shares; 2025Q3: 4,107 shares; 2025Q4: 4,577 shares; 2026Q1: 4,577 shares; 2026Q2: 4,577 shares 4,577 $578K 0.13% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,398 shares; 2024Q4: 3,748 shares; 2025Q1: 3,630 shares; 2025Q2: 3,407 shares; 2025Q3: 3,407 shares; 2025Q4: 2,686 shares; 2026Q1: 2,087 shares; 2026Q2: 2,087 shares 2,087 $568K 0.13% 0 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: 5,085 shares; 2024Q4: 4,708 shares; 2025Q1: 3,817 shares; 2025Q2: 3,784 shares; 2025Q3: 3,894 shares; 2025Q4: 5,550 shares; 2026Q1: 4,212 shares; 2026Q2: 4,019 shares 4,019 $550K 0.12% -193 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 353 shares; 2024Q4: 493 shares; 2025Q1: 604 shares; 2025Q2: 593 shares; 2025Q3: 379 shares; 2025Q4: 1,945 shares; 2026Q1: 4,835 shares; 2026Q2: 5,435 shares 5,435 $540K 0.12% +600 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: 2,255 shares; 2024Q4: 1,555 shares; 2025Q1: 1,719 shares; 2025Q2: 2,199 shares; 2025Q3: 2,199 shares; 2025Q4: 2,199 shares; 2026Q1: 2,364 shares; 2026Q2: 2,449 shares 2,449 $534K 0.12% +85 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: 42,720 shares; 2024Q4: 38,970 shares; 2025Q1: 36,536 shares; 2025Q2: 35,957 shares; 2025Q3: 34,357 shares; 2025Q4: 30,657 shares; 2026Q1: 27,340 shares; 2026Q2: 21,875 shares 21,875 $518K 0.11% -5,465 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: not reported; 2025Q3: 1,420 shares; 2025Q4: 1,404 shares; 2026Q1: 3,687 shares; 2026Q2: 4,414 shares 4,414 $515K 0.11% +727 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: 8,334 shares; 2024Q4: 8,563 shares; 2025Q1: 9,249 shares; 2025Q2: 9,406 shares; 2025Q3: 9,192 shares; 2025Q4: 9,702 shares; 2026Q1: 9,702 shares; 2026Q2: 9,552 shares 9,552 $512K 0.11% -150 Timeline BUFF 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: 6,210 shares; 2024Q4: 7,864 shares; 2025Q1: 8,414 shares; 2025Q2: 8,229 shares; 2025Q3: 9,629 shares; 2025Q4: 11,629 shares; 2026Q1: 9,890 shares; 2026Q2: 9,695 shares 9,695 $511K 0.11% -195 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: 632 shares; 2024Q4: 612 shares; 2025Q1: 612 shares; 2025Q2: 612 shares; 2025Q3: 647 shares; 2025Q4: 811 shares; 2026Q1: 1,016 shares; 2026Q2: 985 shares 985 $506K 0.11% -31 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: 8,395 shares; 2024Q4: 8,395 shares; 2025Q1: 7,192 shares; 2025Q2: 7,192 shares; 2025Q3: 7,192 shares; 2025Q4: 7,192 shares; 2026Q1: 6,692 shares; 2026Q2: 6,692 shares 6,692 $505K 0.11% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,748 shares; 2024Q4: 2,992 shares; 2025Q1: 3,585 shares; 2025Q2: 3,865 shares; 2025Q3: 3,095 shares; 2025Q4: 4,229 shares; 2026Q1: 3,090 shares; 2026Q2: 7,015 shares 7,015 $504K 0.11% +3,925 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: 6,420 shares; 2024Q4: 6,225 shares; 2025Q1: 6,451 shares; 2025Q2: 6,472 shares; 2025Q3: 6,274 shares; 2025Q4: 6,058 shares; 2026Q1: 6,060 shares; 2026Q2: 6,062 shares 6,062 $504K 0.11% +2 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,837 shares; 2026Q2: 3,537 shares 3,537 $494K 0.11% -1,300 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,345 shares; 2024Q4: 19,525 shares; 2025Q1: 8,385 shares; 2025Q2: 8,282 shares; 2025Q3: 6,756 shares; 2025Q4: 6,461 shares; 2026Q1: 6,161 shares; 2026Q2: 5,586 shares 5,586 $490K 0.11% -575 Timeline BUFB 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: 12,400 shares; 2024Q4: 12,400 shares; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares; 2025Q3: 10,400 shares; 2025Q4: 12,650 shares; 2026Q1: 12,250 shares; 2026Q2: 12,250 shares 12,250 $482K 0.11% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,580 shares; 2024Q4: 11,580 shares; 2025Q1: 11,580 shares; 2025Q2: 11,580 shares; 2025Q3: 11,580 shares; 2025Q4: 11,580 shares; 2026Q1: 11,580 shares; 2026Q2: 11,580 shares 11,580 $471K 0.1% 0 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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: 2,900 shares; 2025Q4: 3,850 shares; 2026Q1: 3,850 shares; 2026Q2: 4,680 shares 4,680 $471K 0.1% +830 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS 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: 485 shares; 2026Q1: 640 shares; 2026Q2: 640 shares 640 $461K 0.1% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,080 shares; 2024Q4: 8,080 shares; 2025Q1: 8,080 shares; 2025Q2: 7,580 shares; 2025Q3: 7,580 shares; 2025Q4: 7,580 shares; 2026Q1: 7,580 shares; 2026Q2: 7,580 shares 7,580 $458K 0.1% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,906 shares; 2025Q1: 2,752 shares; 2025Q2: 2,863 shares; 2025Q3: 2,843 shares; 2025Q4: 2,843 shares; 2026Q1: 2,293 shares; 2026Q2: 2,153 shares 2,153 $444K 0.1% -140 Timeline XBI 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: 4,000 shares; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,800 shares 2,800 $443K 0.1% +800 Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: not reported; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $438K 0.1% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,883 shares; 2024Q4: 8,110 shares; 2025Q1: 4,538 shares; 2025Q2: 4,538 shares; 2025Q3: 4,538 shares; 2025Q4: 6,782 shares; 2026Q1: 5,153 shares; 2026Q2: 5,153 shares 5,153 $426K 0.09% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,537 shares; 2024Q4: 1,493 shares; 2025Q1: 1,385 shares; 2025Q2: 1,324 shares; 2025Q3: 1,227 shares; 2025Q4: 1,227 shares; 2026Q1: 1,127 shares; 2026Q2: 1,463 shares 1,463 $412K 0.09% +336 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 602 shares; 2024Q4: 602 shares; 2025Q1: 525 shares; 2025Q2: 496 shares; 2025Q3: 471 shares; 2025Q4: 419 shares; 2026Q1: 419 shares; 2026Q2: 419 shares 419 $410K 0.09% 0 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: 901 shares; 2024Q4: 806 shares; 2025Q1: 920 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 1,135 shares; 2026Q1: 1,135 shares; 2026Q2: 1,118 shares 1,118 $409K 0.09% -17 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,680 shares; 2024Q4: 3,680 shares; 2025Q1: 3,680 shares; 2025Q2: 3,680 shares; 2025Q3: 3,680 shares; 2025Q4: 3,718 shares; 2026Q1: 3,718 shares; 2026Q2: 3,718 shares 3,718 $408K 0.09% 0 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: 15,118 shares; 2024Q4: 15,414 shares; 2025Q1: 15,419 shares; 2025Q2: 14,666 shares; 2025Q3: 14,854 shares; 2025Q4: 16,675 shares; 2026Q1: 16,701 shares; 2026Q2: 19,637 shares 19,637 $406K 0.09% +2,936 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,938 shares; 2024Q4: 1,829 shares; 2025Q1: 1,831 shares; 2025Q2: 1,781 shares; 2025Q3: 1,627 shares; 2025Q4: 2,473 shares; 2026Q1: 1,454 shares; 2026Q2: 1,545 shares 1,545 $389K 0.09% +91 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: 18,550 shares; 2024Q4: 18,550 shares; 2025Q1: 18,550 shares; 2025Q2: 18,550 shares; 2025Q3: 16,550 shares; 2025Q4: 16,550 shares; 2026Q1: 31,550 shares; 2026Q2: 15,000 shares 15,000 $382K 0.08% -16,550 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 621 shares; 2025Q4: 1,033 shares; 2026Q1: 1,033 shares; 2026Q2: 1,033 shares 1,033 $381K 0.08% 0 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: 2,835 shares; 2024Q4: 2,835 shares; 2025Q1: 2,835 shares; 2025Q2: 2,835 shares; 2025Q3: 2,835 shares; 2025Q4: 2,835 shares; 2026Q1: 2,835 shares; 2026Q2: 2,835 shares 2,835 $373K 0.08% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,800 shares; 2024Q4: 7,800 shares; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 7,800 shares; 2025Q4: 7,800 shares; 2026Q1: 7,800 shares; 2026Q2: 7,800 shares 7,800 $371K 0.08% 0 Timeline PAPR 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: 11,635 shares; 2024Q4: 11,635 shares; 2025Q1: 11,635 shares; 2025Q2: 10,835 shares; 2025Q3: 8,835 shares; 2025Q4: 8,685 shares; 2026Q1: 8,685 shares; 2026Q2: 8,685 shares 8,685 $367K 0.08% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,705 shares; 2024Q4: 2,705 shares; 2025Q1: 2,503 shares; 2025Q2: 1,821 shares; 2025Q3: 1,593 shares; 2025Q4: 1,593 shares; 2026Q1: 1,535 shares; 2026Q2: 1,229 shares 1,229 $366K 0.08% -306 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,513 shares; 2025Q3: 1,678 shares; 2025Q4: 1,798 shares; 2026Q1: 2,508 shares; 2026Q2: 2,543 shares 2,543 $364K 0.08% +35 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,712 shares; 2026Q1: not reported; 2026Q2: 11,111 shares 11,111 $355K 0.08% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,397 shares; 2024Q4: 2,397 shares; 2025Q1: 2,092 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,950 shares; 2026Q1: 1,950 shares; 2026Q2: 1,950 shares 1,950 $353K 0.08% 0 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: 7,019 shares; 2024Q4: 7,019 shares; 2025Q1: 5,418 shares; 2025Q2: 6,168 shares; 2025Q3: 5,862 shares; 2025Q4: 5,862 shares; 2026Q1: 5,862 shares; 2026Q2: 5,862 shares 5,862 $350K 0.08% 0 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,361 shares; 2025Q3: 7,361 shares; 2025Q4: 7,361 shares; 2026Q1: 7,361 shares; 2026Q2: 7,361 shares 7,361 $349K 0.08% 0 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: 15,702 shares; 2024Q4: not reported; 2025Q1: 17,128 shares; 2025Q2: 16,545 shares; 2025Q3: 15,089 shares; 2025Q4: 14,260 shares; 2026Q1: 13,439 shares; 2026Q2: 14,023 shares 14,023 $344K 0.08% +584 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 450 shares 450 $343K 0.08% new 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: 12,588 shares; 2024Q4: 12,345 shares; 2025Q1: 10,964 shares; 2025Q2: 11,140 shares; 2025Q3: 10,562 shares; 2025Q4: 8,630 shares; 2026Q1: 8,978 shares; 2026Q2: 8,067 shares 8,067 $342K 0.08% -911 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: 935 shares; 2025Q2: 923 shares; 2025Q3: 926 shares; 2025Q4: 1,073 shares; 2026Q1: 931 shares; 2026Q2: 933 shares 933 $338K 0.07% +2 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: 1,840 shares; 2024Q4: 1,781 shares; 2025Q1: 1,914 shares; 2025Q2: 1,838 shares; 2025Q3: 1,838 shares; 2025Q4: 1,918 shares; 2026Q1: 1,786 shares; 2026Q2: 1,786 shares 1,786 $331K 0.07% 0 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: 4,340 shares; 2024Q4: 4,340 shares; 2025Q1: 3,925 shares; 2025Q2: 3,925 shares; 2025Q3: 3,925 shares; 2025Q4: 4,230 shares; 2026Q1: 4,230 shares; 2026Q2: 4,230 shares 4,230 $326K 0.07% 0 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: 981 shares; 2024Q4: 1,015 shares; 2025Q1: 869 shares; 2025Q2: 1,054 shares; 2025Q3: 990 shares; 2025Q4: 1,135 shares; 2026Q1: 754 shares; 2026Q2: 784 shares 784 $326K 0.07% +30 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: not reported; 2024Q4: not reported; 2025Q1: 1,227 shares; 2025Q2: 1,297 shares; 2025Q3: 1,297 shares; 2025Q4: 1,299 shares; 2026Q1: 1,081 shares; 2026Q2: 1,082 shares 1,082 $314K 0.07% +1 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: 1,435 shares; 2024Q4: 1,385 shares; 2025Q1: 1,585 shares; 2025Q2: 2,155 shares; 2025Q3: 1,612 shares; 2025Q4: 1,237 shares; 2026Q1: 1,237 shares; 2026Q2: 1,237 shares 1,237 $301K 0.07% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 857 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,533 shares; 2026Q2: 1,831 shares 1,831 $287K 0.06% +298 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,554 shares; 2024Q4: 2,554 shares; 2025Q1: 1,592 shares; 2025Q2: 1,702 shares; 2025Q3: 1,643 shares; 2025Q4: 1,578 shares; 2026Q1: 1,193 shares; 2026Q2: 1,193 shares 1,193 $282K 0.06% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,900 shares; 2026Q1: 5,400 shares; 2026Q2: 5,400 shares 5,400 $278K 0.06% 0 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: 3,482 shares; 2024Q4: 3,403 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,303 shares; 2026Q1: 2,230 shares; 2026Q2: 2,159 shares 2,159 $277K 0.06% -71 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,349 shares; 2025Q3: 4,289 shares; 2025Q4: 4,180 shares; 2026Q1: 3,477 shares; 2026Q2: 3,302 shares 3,302 $275K 0.06% -175 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: 652 shares; 2025Q4: 652 shares; 2026Q1: 652 shares; 2026Q2: 652 shares 652 $267K 0.06% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,385 shares; 2024Q4: 1,284 shares; 2025Q1: 1,142 shares; 2025Q2: 1,121 shares; 2025Q3: 1,121 shares; 2025Q4: 1,033 shares; 2026Q1: 1,033 shares; 2026Q2: 943 shares 943 $255K 0.06% -90 Timeline PMAR 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: 5,325 shares; 2026Q1: 5,325 shares; 2026Q2: 5,325 shares 5,325 $254K 0.06% 0 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: not reported; 2025Q3: not reported; 2025Q4: 2,271 shares; 2026Q1: 1,301 shares; 2026Q2: 1,336 shares 1,336 $254K 0.06% +35 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: 53,140 shares; 2024Q4: 55,525 shares; 2025Q1: 29,487 shares; 2025Q2: 18,267 shares; 2025Q3: 11,558 shares; 2025Q4: 10,218 shares; 2026Q1: 9,713 shares; 2026Q2: 10,438 shares 10,438 $251K 0.06% +725 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: 3,886 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $251K 0.06% 0 Timeline MYRG MYR GROUP INC More: the full row for MYR 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: 500 shares 500 $250K 0.06% new Timeline PJUL 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: 5,260 shares; 2024Q4: 5,260 shares; 2025Q1: 5,260 shares; 2025Q2: 5,260 shares; 2025Q3: 5,260 shares; 2025Q4: 5,085 shares; 2026Q1: 5,085 shares; 2026Q2: 5,085 shares 5,085 $248K 0.05% 0 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: 4,611 shares; 2024Q4: 4,398 shares; 2025Q1: 2,937 shares; 2025Q2: 2,874 shares; 2025Q3: 3,025 shares; 2025Q4: 3,020 shares; 2026Q1: 3,020 shares; 2026Q2: 3,021 shares 3,021 $246K 0.05% +1 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,592 shares; 2025Q4: 6,592 shares; 2026Q1: 6,592 shares; 2026Q2: 6,392 shares 6,392 $243K 0.05% -200 Timeline PJAN 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: 5,080 shares; 2024Q4: 5,080 shares; 2025Q1: 5,080 shares; 2025Q2: 5,080 shares; 2025Q3: 5,080 shares; 2025Q4: 4,905 shares; 2026Q1: 4,905 shares; 2026Q2: 4,905 shares 4,905 $243K 0.05% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 836 shares 836 $239K 0.05% new Timeline POCT 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: 5,285 shares; 2024Q4: 5,285 shares; 2025Q1: 5,285 shares; 2025Q2: 5,285 shares; 2025Q3: 5,285 shares; 2025Q4: 5,135 shares; 2026Q1: 5,135 shares; 2026Q2: 5,135 shares 5,135 $238K 0.05% 0 Timeline FCOM 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: 3,420 shares; 2026Q1: 3,420 shares; 2026Q2: 3,420 shares 3,420 $238K 0.05% 0 Timeline SCHY 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: 7,399 shares 7,399 $235K 0.05% new 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: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 4,700 shares; 2026Q1: 4,000 shares; 2026Q2: 3,000 shares 3,000 $230K 0.05% -1,000 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: 561 shares; 2025Q1: not reported; 2025Q2: 561 shares; 2025Q3: 561 shares; 2025Q4: 561 shares; 2026Q1: 561 shares; 2026Q2: 561 shares 561 $222K 0.05% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,055 shares 2,055 $221K 0.05% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,365 shares; 2026Q1: not reported; 2026Q2: 1,365 shares 1,365 $221K 0.05% new Timeline ZJAN 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: 7,850 shares; 2025Q3: 7,850 shares; 2025Q4: 7,850 shares; 2026Q1: 7,850 shares; 2026Q2: 7,850 shares 7,850 $220K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,054 shares; 2025Q4: 4,513 shares; 2026Q1: not reported; 2026Q2: 1,541 shares 1,541 $216K 0.05% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,116 shares; 2024Q4: 4,116 shares; 2025Q1: 3,806 shares; 2025Q2: 2,706 shares; 2025Q3: 2,706 shares; 2025Q4: 2,706 shares; 2026Q1: 2,706 shares; 2026Q2: 1,950 shares 1,950 $215K 0.05% -756 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 574 shares; 2026Q1: 535 shares; 2026Q2: 530 shares 530 $211K 0.05% -5 Timeline PAUG 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: 46,885 shares; 2024Q4: 46,650 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,414 shares 4,414 $201K 0.04% new Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,850 shares; 2026Q2: 12,850 shares 12,850 $47.2K 0.01% 0 Timeline GRO BRAZIL POTASH CORP More: the full row for BRAZIL POTASH 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: 11,000 shares; 2026Q2: 11,000 shares 11,000 $23.6K 0.01% 0 Timeline MIST MILESTONE PHARMACEUTICALS IN More: the full row for MILESTONE PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $13.4K <0.01% 0 Timeline