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: 118,081 shares; 2024Q4: 119,205 shares; 2025Q1: 117,536 shares; 2025Q2: 116,490 shares; 2025Q3: 115,859 shares; 2025Q4: 115,030 shares; 2026Q1: 118,791 shares; 2026Q2: 114,374 shares 114,374 $84.2M 19.45% -4,417 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: 309,181 shares; 2024Q4: 953,962 shares; 2025Q1: 974,009 shares; 2025Q2: 992,513 shares; 2025Q3: 1,022,613 shares; 2025Q4: 1,082,362 shares; 2026Q1: 1,154,086 shares; 2026Q2: 1,228,413 shares 1,228,413 $39M 9% +74,327 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: 352,319 shares; 2024Q4: 368,981 shares; 2025Q1: 374,012 shares; 2025Q2: 373,695 shares; 2025Q3: 375,803 shares; 2025Q4: 384,543 shares; 2026Q1: 398,279 shares; 2026Q2: 399,211 shares 399,211 $28.4M 6.57% +932 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,281 shares; 2024Q4: 23,668 shares; 2025Q1: 23,414 shares; 2025Q2: 23,606 shares; 2025Q3: 24,658 shares; 2025Q4: 25,116 shares; 2026Q1: 26,164 shares; 2026Q2: 132,539 shares 132,539 $19.4M 4.48% +106,375 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 199,827 shares 199,827 $19.3M 4.45% new 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: 265,203 shares; 2024Q4: 565,982 shares; 2025Q1: 588,208 shares; 2025Q2: 613,702 shares; 2025Q3: 640,920 shares; 2025Q4: 647,531 shares; 2026Q1: 644,162 shares; 2026Q2: 673,896 shares 673,896 $18.7M 4.31% +29,734 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: 37,852 shares; 2024Q4: 38,694 shares; 2025Q1: 41,344 shares; 2025Q2: 44,210 shares; 2025Q3: 45,453 shares; 2025Q4: 44,905 shares; 2026Q1: 46,014 shares; 2026Q2: 48,026 shares 48,026 $16.5M 3.81% +2,012 Timeline AVDV 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: 137,133 shares; 2024Q4: 143,258 shares; 2025Q1: 145,526 shares; 2025Q2: 144,159 shares; 2025Q3: 142,325 shares; 2025Q4: 142,024 shares; 2026Q1: 147,139 shares; 2026Q2: 140,370 shares 140,370 $14.5M 3.34% -6,769 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: 22,051 shares; 2024Q4: 22,081 shares; 2025Q1: 21,710 shares; 2025Q2: 21,983 shares; 2025Q3: 22,093 shares; 2025Q4: 22,334 shares; 2026Q1: 22,830 shares; 2026Q2: 146,830 shares 146,830 $12.6M 2.92% +124,000 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: 93,854 shares; 2024Q4: 93,855 shares; 2025Q1: 92,226 shares; 2025Q2: 91,980 shares; 2025Q3: 90,197 shares; 2025Q4: 90,198 shares; 2026Q1: 90,199 shares; 2026Q2: 89,522 shares 89,522 $10.7M 2.46% -677 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: 63,132 shares; 2024Q4: 64,593 shares; 2025Q1: 66,117 shares; 2025Q2: 68,467 shares; 2025Q3: 69,754 shares; 2025Q4: 71,843 shares; 2026Q1: 75,047 shares; 2026Q2: 74,913 shares 74,913 $9.35M 2.16% -134 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,278 shares; 2024Q4: 154,327 shares; 2025Q1: 159,584 shares; 2025Q2: 163,589 shares; 2025Q3: 164,678 shares; 2025Q4: 164,238 shares; 2026Q1: 162,446 shares; 2026Q2: 163,205 shares 163,205 $8.93M 2.06% +759 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,307 shares; 2024Q4: 74,498 shares; 2025Q1: 75,007 shares; 2025Q2: 73,195 shares; 2025Q3: 75,898 shares; 2025Q4: 75,618 shares; 2026Q1: 80,803 shares; 2026Q2: 92,231 shares 92,231 $7.07M 1.63% +11,428 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: 132,131 shares; 2024Q4: 132,139 shares; 2025Q1: 132,038 shares; 2025Q2: 131,666 shares; 2025Q3: 130,711 shares; 2025Q4: 130,718 shares; 2026Q1: 130,393 shares; 2026Q2: 130,800 shares 130,800 $6.48M 1.5% +407 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: 50,234 shares; 2024Q4: 50,676 shares; 2025Q1: 50,118 shares; 2025Q2: 50,206 shares; 2025Q3: 50,994 shares; 2025Q4: 51,397 shares; 2026Q1: 51,267 shares; 2026Q2: 36,848 shares 36,848 $5.78M 1.34% -14,419 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,883 shares; 2024Q4: 14,999 shares; 2025Q1: 14,824 shares; 2025Q2: 15,051 shares; 2025Q3: 15,671 shares; 2025Q4: 15,975 shares; 2026Q1: 16,276 shares; 2026Q2: 10,125 shares 10,125 $5.29M 1.22% -6,151 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: 33,224 shares; 2024Q4: 33,225 shares; 2025Q1: 33,225 shares; 2025Q2: 33,226 shares; 2025Q3: 32,907 shares; 2025Q4: 32,909 shares; 2026Q1: 32,909 shares; 2026Q2: 32,910 shares 32,910 $5.17M 1.19% +1 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: 122,260 shares; 2024Q4: 122,267 shares; 2025Q1: 122,271 shares; 2025Q2: 122,277 shares; 2025Q3: 118,367 shares; 2025Q4: 110,144 shares; 2026Q1: 99,264 shares; 2026Q2: 82,226 shares 82,226 $5M 1.15% -17,038 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: 13,655 shares; 2024Q4: 14,306 shares; 2025Q1: 14,611 shares; 2025Q2: 16,536 shares; 2025Q3: 17,873 shares; 2025Q4: 17,604 shares; 2026Q1: 17,744 shares; 2026Q2: 17,168 shares 17,168 $4.97M 1.15% -576 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: 57,861 shares; 2024Q4: 60,850 shares; 2025Q1: 59,745 shares; 2025Q2: 60,323 shares; 2025Q3: 63,138 shares; 2025Q4: 63,361 shares; 2026Q1: 63,610 shares; 2026Q2: 59,774 shares 59,774 $4.95M 1.14% -3,836 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: 28,424 shares; 2024Q4: 34,514 shares; 2025Q1: 35,190 shares; 2025Q2: 35,895 shares; 2025Q3: 37,495 shares; 2025Q4: 36,083 shares; 2026Q1: 38,280 shares; 2026Q2: 43,102 shares 43,102 $4.27M 0.99% +4,822 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: 34,675 shares; 2024Q4: 35,845 shares; 2025Q1: 35,888 shares; 2025Q2: 36,342 shares; 2025Q3: 38,249 shares; 2025Q4: 39,171 shares; 2026Q1: 42,926 shares; 2026Q2: 49,050 shares 49,050 $4.24M 0.98% +6,124 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: 34,177 shares; 2024Q4: 34,784 shares; 2025Q1: 34,936 shares; 2025Q2: 35,554 shares; 2025Q3: 37,649 shares; 2025Q4: 38,619 shares; 2026Q1: 39,340 shares; 2026Q2: 41,061 shares 41,061 $3.96M 0.91% +1,721 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: 7,902 shares; 2024Q4: 8,087 shares; 2025Q1: 8,771 shares; 2025Q2: 9,472 shares; 2025Q3: 9,949 shares; 2025Q4: 10,062 shares; 2026Q1: 10,405 shares; 2026Q2: 47,095 shares 47,095 $3.79M 0.88% +36,690 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: 16,785 shares 16,785 $3.66M 0.84% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,164 shares; 2026Q2: 14,529 shares 14,529 $3.58M 0.83% -1,635 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,719 shares; 2024Q4: 25,398 shares; 2025Q1: 25,181 shares; 2025Q2: 24,589 shares; 2025Q3: 25,442 shares; 2025Q4: 25,782 shares; 2026Q1: 27,337 shares; 2026Q2: 30,973 shares 30,973 $3.12M 0.72% +3,636 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: 9,573 shares; 2024Q4: 9,573 shares; 2025Q1: 9,574 shares; 2025Q2: 9,564 shares; 2025Q3: 9,481 shares; 2025Q4: 9,481 shares; 2026Q1: 9,481 shares; 2026Q2: 9,481 shares 9,481 $2.9M 0.67% 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: 11,240 shares; 2024Q4: 11,584 shares; 2025Q1: 12,552 shares; 2025Q2: 13,875 shares; 2025Q3: 14,464 shares; 2025Q4: 14,545 shares; 2026Q1: 14,680 shares; 2026Q2: 17,490 shares 17,490 $2.59M 0.6% +2,810 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: 8,400 shares; 2024Q4: 8,081 shares; 2025Q1: 8,296 shares; 2025Q2: 9,389 shares; 2025Q3: 10,290 shares; 2025Q4: 11,983 shares; 2026Q1: 12,141 shares; 2026Q2: 12,557 shares 12,557 $2.51M 0.58% +416 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: 12,443 shares; 2024Q4: 13,244 shares; 2025Q1: 13,053 shares; 2025Q2: 13,287 shares; 2025Q3: 13,732 shares; 2025Q4: 14,258 shares; 2026Q1: 14,179 shares; 2026Q2: 14,421 shares 14,421 $2.23M 0.51% +242 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,529 shares; 2024Q4: 4,363 shares; 2025Q1: 4,456 shares; 2025Q2: 3,518 shares; 2025Q3: 3,565 shares; 2025Q4: 4,406 shares; 2026Q1: 4,434 shares; 2026Q2: 5,536 shares 5,536 $2.05M 0.47% +1,102 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: 6,940 shares; 2024Q4: 7,077 shares; 2025Q1: 6,996 shares; 2025Q2: 7,151 shares; 2025Q3: 7,779 shares; 2025Q4: 8,014 shares; 2026Q1: 8,143 shares; 2026Q2: 9,709 shares 9,709 $1.92M 0.44% +1,566 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: 2,221 shares; 2024Q4: 2,365 shares; 2025Q1: 2,268 shares; 2025Q2: 2,102 shares; 2025Q3: 2,112 shares; 2025Q4: 2,013 shares; 2026Q1: 1,988 shares; 2026Q2: 2,530 shares 2,530 $1.89M 0.44% +542 Timeline THYF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,081 shares; 2024Q4: 30,161 shares; 2025Q1: 30,239 shares; 2025Q2: 29,193 shares; 2025Q3: 29,979 shares; 2025Q4: 29,970 shares; 2026Q1: 31,814 shares; 2026Q2: 36,635 shares 36,635 $1.89M 0.44% +4,821 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: 3,700 shares; 2024Q4: 3,735 shares; 2025Q1: 3,801 shares; 2025Q2: 3,948 shares; 2025Q3: 4,162 shares; 2025Q4: 4,227 shares; 2026Q1: 4,289 shares; 2026Q2: 5,018 shares 5,018 $1.83M 0.42% +729 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,694 shares; 2024Q4: 4,009 shares; 2025Q1: 4,210 shares; 2025Q2: 4,765 shares; 2025Q3: 4,813 shares; 2025Q4: 4,403 shares; 2026Q1: 4,885 shares; 2026Q2: 4,980 shares 4,980 $1.76M 0.41% +95 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: 4,002 shares; 2024Q4: 3,931 shares; 2025Q1: 4,004 shares; 2025Q2: 4,142 shares; 2025Q3: 4,080 shares; 2025Q4: 4,120 shares; 2026Q1: 4,338 shares; 2026Q2: 4,444 shares 4,444 $1.68M 0.39% +106 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,709 shares; 2024Q4: 8,875 shares; 2025Q1: 9,056 shares; 2025Q2: 9,486 shares; 2025Q3: 10,002 shares; 2025Q4: 10,319 shares; 2026Q1: 10,172 shares; 2026Q2: 12,111 shares 12,111 $1.66M 0.38% +1,939 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: 20,394 shares; 2024Q4: 20,397 shares; 2025Q1: 20,397 shares; 2025Q2: 20,077 shares; 2025Q3: 19,711 shares; 2025Q4: 19,656 shares; 2026Q1: 19,656 shares; 2026Q2: 19,656 shares 19,656 $1.62M 0.37% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,721 shares; 2024Q4: 7,360 shares; 2025Q1: 9,053 shares; 2025Q2: 10,910 shares; 2025Q3: 11,394 shares; 2025Q4: 11,793 shares; 2026Q1: 12,593 shares; 2026Q2: 14,611 shares 14,611 $1.59M 0.37% +2,018 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: 1,694 shares; 2024Q4: 1,684 shares; 2025Q1: 1,769 shares; 2025Q2: 1,669 shares; 2025Q3: 1,682 shares; 2025Q4: 1,739 shares; 2026Q1: 1,734 shares; 2026Q2: 2,006 shares 2,006 $1.5M 0.35% +272 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: 29,805 shares; 2024Q4: 27,947 shares; 2025Q1: 26,372 shares; 2025Q2: 26,783 shares; 2025Q3: 28,257 shares; 2025Q4: 28,422 shares; 2026Q1: 28,722 shares; 2026Q2: 29,284 shares 29,284 $1.48M 0.34% +562 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,992 shares; 2024Q4: 19,999 shares; 2025Q1: 19,973 shares; 2025Q2: 19,973 shares; 2025Q3: 19,868 shares; 2025Q4: 19,868 shares; 2026Q1: 19,868 shares; 2026Q2: 19,868 shares 19,868 $1.39M 0.32% 0 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: 2,270 shares; 2024Q4: 2,587 shares; 2025Q1: 2,663 shares; 2025Q2: 3,096 shares; 2025Q3: 3,215 shares; 2025Q4: 3,343 shares; 2026Q1: 3,611 shares; 2026Q2: 3,851 shares 3,851 $1.38M 0.32% +240 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: 1,765 shares; 2024Q4: 2,055 shares; 2025Q1: 2,573 shares; 2025Q2: 2,948 shares; 2025Q3: 2,975 shares; 2025Q4: 2,953 shares; 2026Q1: 3,170 shares; 2026Q2: 3,264 shares 3,264 $1.37M 0.32% +94 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: 2,768 shares; 2024Q4: 2,886 shares; 2025Q1: 3,865 shares; 2025Q2: 4,505 shares; 2025Q3: 5,058 shares; 2025Q4: 5,072 shares; 2026Q1: 5,139 shares; 2026Q2: 5,712 shares 5,712 $1.36M 0.31% +573 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,429 shares; 2024Q4: 11,736 shares; 2025Q1: 13,427 shares; 2025Q2: 14,967 shares; 2025Q3: 15,223 shares; 2025Q4: 14,700 shares; 2026Q1: 17,895 shares; 2026Q2: 19,326 shares 19,326 $1.28M 0.3% +1,431 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: 11,189 shares; 2024Q4: 11,184 shares; 2025Q1: 11,162 shares; 2025Q2: 11,160 shares; 2025Q3: 11,326 shares; 2025Q4: 11,347 shares; 2026Q1: 11,375 shares; 2026Q2: 11,404 shares 11,404 $1.21M 0.28% +29 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,496 shares; 2024Q4: 2,751 shares; 2025Q1: 2,273 shares; 2025Q2: 3,019 shares; 2025Q3: 3,082 shares; 2025Q4: 3,584 shares; 2026Q1: 2,702 shares; 2026Q2: 3,241 shares 3,241 $1.21M 0.28% +539 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,243 shares; 2024Q4: 37,994 shares; 2025Q1: 34,332 shares; 2025Q2: 33,154 shares; 2025Q3: 34,906 shares; 2025Q4: 41,274 shares; 2026Q1: 43,875 shares; 2026Q2: 43,641 shares 43,641 $1.2M 0.28% -234 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: 11,745 shares; 2024Q4: 11,746 shares; 2025Q1: 11,695 shares; 2025Q2: 11,695 shares; 2025Q3: 11,596 shares; 2025Q4: 11,721 shares; 2026Q1: 11,959 shares; 2026Q2: 15,535 shares 15,535 $1.2M 0.28% +3,576 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,102 shares; 2024Q4: 7,106 shares; 2025Q1: 7,095 shares; 2025Q2: 7,015 shares; 2025Q3: 6,926 shares; 2025Q4: 6,926 shares; 2026Q1: 6,926 shares; 2026Q2: 6,926 shares 6,926 $1.14M 0.26% 0 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,669 shares; 2024Q4: 40,667 shares; 2025Q1: 40,595 shares; 2025Q2: 39,837 shares; 2025Q3: 41,449 shares; 2025Q4: 41,083 shares; 2026Q1: 43,341 shares; 2026Q2: 50,248 shares 50,248 $1.12M 0.26% +6,907 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: 2,820 shares; 2024Q4: 2,822 shares; 2025Q1: 2,822 shares; 2025Q2: 2,816 shares; 2025Q3: 2,811 shares; 2025Q4: 2,811 shares; 2026Q1: 2,811 shares; 2026Q2: 2,811 shares 2,811 $1.11M 0.26% 0 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: 1,317 shares; 2025Q1: not reported; 2025Q2: 1,748 shares; 2025Q3: 1,839 shares; 2025Q4: 1,896 shares; 2026Q1: 2,044 shares; 2026Q2: 2,155 shares 2,155 $1.03M 0.24% +111 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: 4,437 shares; 2024Q4: 4,685 shares; 2025Q1: 4,746 shares; 2025Q2: 4,240 shares; 2025Q3: 4,215 shares; 2025Q4: 4,192 shares; 2026Q1: 3,464 shares; 2026Q2: 3,514 shares 3,514 $988K 0.23% +50 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: 13,938 shares; 2024Q4: 15,725 shares; 2025Q1: 14,620 shares; 2025Q2: 13,400 shares; 2025Q3: 13,818 shares; 2025Q4: 14,001 shares; 2026Q1: 14,853 shares; 2026Q2: 17,186 shares 17,186 $870K 0.2% +2,333 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,492 shares; 2024Q4: 16,647 shares; 2025Q1: 16,117 shares; 2025Q2: 15,963 shares; 2025Q3: 16,223 shares; 2025Q4: 16,751 shares; 2026Q1: 17,225 shares; 2026Q2: 16,896 shares 16,896 $862K 0.2% -329 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,211 shares; 2024Q4: 13,121 shares; 2025Q1: 13,015 shares; 2025Q2: 12,596 shares; 2025Q3: 12,587 shares; 2025Q4: 12,587 shares; 2026Q1: 12,470 shares; 2026Q2: 12,470 shares 12,470 $843K 0.19% 0 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: 7,052 shares; 2024Q4: 6,815 shares; 2025Q1: 6,815 shares; 2025Q2: 6,404 shares; 2025Q3: 6,404 shares; 2025Q4: 6,404 shares; 2026Q1: 6,121 shares; 2026Q2: 6,121 shares 6,121 $842K 0.19% 0 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: 3,148 shares; 2024Q4: 3,268 shares; 2025Q1: 2,342 shares; 2025Q2: 2,439 shares; 2025Q3: 2,334 shares; 2025Q4: 2,334 shares; 2026Q1: 2,423 shares; 2026Q2: 2,498 shares 2,498 $818K 0.19% +75 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: 2,125 shares; 2024Q4: 2,152 shares; 2025Q1: 1,246 shares; 2025Q2: 1,343 shares; 2025Q3: 1,371 shares; 2025Q4: 1,287 shares; 2026Q1: 1,333 shares; 2026Q2: 1,423 shares 1,423 $801K 0.19% +90 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: 1,237 shares; 2024Q4: not reported; 2025Q1: 2,044 shares; 2025Q2: 2,355 shares; 2025Q3: 2,485 shares; 2025Q4: 2,580 shares; 2026Q1: 2,505 shares; 2026Q2: 2,708 shares 2,708 $688K 0.16% +203 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: 2,135 shares; 2024Q4: 2,136 shares; 2025Q1: 1,995 shares; 2025Q2: 1,644 shares; 2025Q3: 1,635 shares; 2025Q4: 1,632 shares; 2026Q1: 1,621 shares; 2026Q2: 2,242 shares 2,242 $679K 0.16% +621 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,610 shares; 2024Q4: 1,677 shares; 2025Q1: 1,669 shares; 2025Q2: 2,174 shares; 2025Q3: 2,074 shares; 2025Q4: 2,129 shares; 2026Q1: 2,216 shares; 2026Q2: 1,959 shares 1,959 $672K 0.16% -257 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: 2,499 shares; 2024Q4: 2,653 shares; 2025Q1: 2,757 shares; 2025Q2: 3,172 shares; 2025Q3: 3,341 shares; 2025Q4: 3,476 shares; 2026Q1: 3,397 shares; 2026Q2: 3,740 shares 3,740 $586K 0.14% +343 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: 4,547 shares; 2024Q4: 5,433 shares; 2025Q1: 5,351 shares; 2025Q2: 6,096 shares; 2025Q3: 6,026 shares; 2025Q4: 5,878 shares; 2026Q1: 5,247 shares; 2026Q2: 4,935 shares 4,935 $580K 0.13% -312 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: 3,143 shares; 2024Q4: 3,752 shares; 2025Q1: 2,813 shares; 2025Q2: 2,946 shares; 2025Q3: 3,349 shares; 2025Q4: 3,860 shares; 2026Q1: 3,794 shares; 2026Q2: 4,099 shares 4,099 $527K 0.12% +305 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: 5,628 shares; 2024Q4: 5,719 shares; 2025Q1: 5,657 shares; 2025Q2: 5,446 shares; 2025Q3: 5,535 shares; 2025Q4: 5,727 shares; 2026Q1: 6,025 shares; 2026Q2: 6,710 shares 6,710 $523K 0.12% +685 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: 305 shares; 2025Q2: 296 shares; 2025Q3: 314 shares; 2025Q4: 387 shares; 2026Q1: 367 shares; 2026Q2: 427 shares 427 $512K 0.12% +60 Timeline NSP INSPERITY INC More: the full row for INSPERITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,165 shares; 2024Q4: 12,165 shares; 2025Q1: 12,178 shares; 2025Q2: 12,165 shares; 2025Q3: 12,165 shares; 2025Q4: 12,165 shares; 2026Q1: 12,165 shares; 2026Q2: 12,165 shares 12,165 $503K 0.12% 0 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: 11,791 shares; 2024Q4: 11,326 shares; 2025Q1: 11,211 shares; 2025Q2: 11,178 shares; 2025Q3: 11,124 shares; 2025Q4: 11,126 shares; 2026Q1: 11,128 shares; 2026Q2: 11,129 shares 11,129 $490K 0.11% +1 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: 1,879 shares; 2024Q4: 1,959 shares; 2025Q1: 1,738 shares; 2025Q2: 2,227 shares; 2025Q3: 1,957 shares; 2025Q4: 1,923 shares; 2026Q1: 2,172 shares; 2026Q2: 2,591 shares 2,591 $469K 0.11% +419 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,358 shares; 2024Q4: 2,504 shares; 2025Q1: 3,250 shares; 2025Q2: 4,552 shares; 2025Q3: 4,688 shares; 2025Q4: 4,688 shares; 2026Q1: 5,723 shares; 2026Q2: 4,887 shares 4,887 $462K 0.11% -836 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: 7,755 shares; 2024Q4: 7,755 shares; 2025Q1: 8,007 shares; 2025Q2: 7,755 shares; 2025Q3: 7,819 shares; 2025Q4: 7,775 shares; 2026Q1: 7,775 shares; 2026Q2: 7,681 shares 7,681 $458K 0.11% -94 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: not reported; 2025Q3: 3,195 shares; 2025Q4: 3,165 shares; 2026Q1: 3,422 shares; 2026Q2: 3,165 shares 3,165 $449K 0.1% -257 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: 3,323 shares; 2024Q4: 3,345 shares; 2025Q1: 3,466 shares; 2025Q2: 3,991 shares; 2025Q3: 4,039 shares; 2025Q4: 4,074 shares; 2026Q1: 4,179 shares; 2026Q2: 3,990 shares 3,990 $440K 0.1% -189 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: 2,527 shares; 2024Q4: 2,428 shares; 2025Q1: 2,311 shares; 2025Q2: 2,250 shares; 2025Q3: 2,197 shares; 2025Q4: 2,197 shares; 2026Q1: 2,165 shares; 2026Q2: 2,057 shares 2,057 $430K 0.1% -108 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,390 shares; 2024Q4: 2,398 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,291 shares; 2025Q4: 3,519 shares; 2026Q1: 3,906 shares; 2026Q2: 3,906 shares 3,906 $420K 0.1% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 182 shares; 2026Q2: 208 shares 208 $414K 0.1% +26 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: 2,566 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,500 shares; 2025Q3: 3,570 shares; 2025Q4: 4,216 shares; 2026Q1: 4,148 shares; 2026Q2: 4,619 shares 4,619 $405K 0.09% +471 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,928 shares; 2026Q2: 22,328 shares 22,328 $396K 0.09% -11,600 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,017 shares; 2025Q1: 4,476 shares; 2025Q2: 5,359 shares; 2025Q3: 5,446 shares; 2025Q4: 4,526 shares; 2026Q1: 4,969 shares; 2026Q2: 5,482 shares 5,482 $394K 0.09% +513 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 900 shares 900 $390K 0.09% 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: 2,526 shares; 2025Q2: 2,950 shares; 2025Q3: 3,084 shares; 2025Q4: 3,212 shares; 2026Q1: 3,337 shares; 2026Q2: 3,909 shares 3,909 $377K 0.09% +572 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 165 shares 165 $375K 0.09% 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: 7,938 shares; 2024Q4: 7,144 shares; 2025Q1: 5,280 shares; 2025Q2: 5,218 shares; 2025Q3: 5,566 shares; 2025Q4: 5,636 shares; 2026Q1: 6,170 shares; 2026Q2: 6,583 shares 6,583 $375K 0.09% +413 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: not reported; 2024Q4: 1,770 shares; 2025Q1: 2,117 shares; 2025Q2: 1,791 shares; 2025Q3: 2,349 shares; 2025Q4: 1,985 shares; 2026Q1: 1,999 shares; 2026Q2: 2,200 shares 2,200 $365K 0.08% +201 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: 2,017 shares; 2024Q4: 2,113 shares; 2025Q1: 2,223 shares; 2025Q2: 2,183 shares; 2025Q3: 2,519 shares; 2025Q4: 2,320 shares; 2026Q1: 2,462 shares; 2026Q2: 2,858 shares 2,858 $362K 0.08% +396 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 779 shares; 2026Q1: 325 shares; 2026Q2: 333 shares 333 $355K 0.08% +8 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 597 shares 597 $347K 0.08% new 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: not reported; 2025Q3: not reported; 2025Q4: 2,179 shares; 2026Q1: 2,530 shares; 2026Q2: 2,542 shares 2,542 $344K 0.08% +12 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,902 shares; 2026Q1: 3,185 shares; 2026Q2: 3,519 shares 3,519 $335K 0.08% +334 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 288 shares 288 $332K 0.08% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,272 shares 3,272 $316K 0.07% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,011 shares; 2025Q3: 12,143 shares; 2025Q4: 12,800 shares; 2026Q1: 12,633 shares; 2026Q2: 13,304 shares 13,304 $314K 0.07% +671 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: 2,290 shares 2,290 $313K 0.07% new Timeline VGSH 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: 3,906 shares; 2025Q3: 4,115 shares; 2025Q4: 4,319 shares; 2026Q1: 4,563 shares; 2026Q2: 5,341 shares 5,341 $311K 0.07% +778 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,027 shares; 2025Q2: 1,031 shares; 2025Q3: 1,105 shares; 2025Q4: 1,120 shares; 2026Q1: 1,245 shares; 2026Q2: 1,407 shares 1,407 $310K 0.07% +162 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: 2,527 shares; 2025Q1: 3,005 shares; 2025Q2: 2,926 shares; 2025Q3: 3,578 shares; 2025Q4: 3,603 shares; 2026Q1: 3,406 shares; 2026Q2: 3,956 shares 3,956 $309K 0.07% +550 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 517 shares; 2026Q1: 494 shares; 2026Q2: 597 shares 597 $299K 0.07% +103 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,315 shares; 2026Q1: 5,011 shares; 2026Q2: 4,885 shares 4,885 $295K 0.07% -126 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: not reported; 2025Q3: not reported; 2025Q4: 659 shares; 2026Q1: 837 shares; 2026Q2: 811 shares 811 $294K 0.07% -26 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: not reported; 2024Q4: not reported; 2025Q1: 4,532 shares; 2025Q2: not reported; 2025Q3: 2,824 shares; 2025Q4: 4,135 shares; 2026Q1: 4,930 shares; 2026Q2: 3,994 shares 3,994 $293K 0.07% -936 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: 4,877 shares; 2024Q4: 5,411 shares; 2025Q1: 5,269 shares; 2025Q2: 5,562 shares; 2025Q3: 5,622 shares; 2025Q4: 5,621 shares; 2026Q1: 5,727 shares; 2026Q2: 5,590 shares 5,590 $293K 0.07% -137 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 959 shares 959 $289K 0.07% new Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,737 shares; 2024Q4: 9,059 shares; 2025Q1: 9,283 shares; 2025Q2: 8,661 shares; 2025Q3: 8,866 shares; 2025Q4: 9,217 shares; 2026Q1: 9,685 shares; 2026Q2: 10,573 shares 10,573 $288K 0.07% +888 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: 622 shares; 2024Q4: 662 shares; 2025Q1: 650 shares; 2025Q2: 661 shares; 2025Q3: 696 shares; 2025Q4: 682 shares; 2026Q1: 751 shares; 2026Q2: 808 shares 808 $285K 0.07% +57 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: 1,284 shares 1,284 $282K 0.07% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,356 shares; 2024Q4: 2,356 shares; 2025Q1: not reported; 2025Q2: 2,356 shares; 2025Q3: 2,356 shares; 2025Q4: 2,356 shares; 2026Q1: 2,356 shares; 2026Q2: 2,356 shares 2,356 $277K 0.06% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 229 shares 229 $269K 0.06% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 635 shares 635 $264K 0.06% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 770 shares 770 $263K 0.06% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 710 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 699 shares; 2026Q1: 646 shares; 2026Q2: 760 shares 760 $259K 0.06% +114 Timeline FDEM 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: 7,104 shares; 2025Q4: 7,104 shares; 2026Q1: 7,104 shares; 2026Q2: 7,104 shares 7,104 $258K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,025 shares; 2026Q1: 2,131 shares; 2026Q2: 2,243 shares 2,243 $254K 0.06% +112 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,739 shares 1,739 $243K 0.06% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this 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: 1,174 shares 1,174 $243K 0.06% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,717 shares 1,717 $240K 0.06% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this 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: 1,632 shares 1,632 $238K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 335 shares; 2026Q1: 344 shares; 2026Q2: 345 shares 345 $237K 0.05% +1 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,657 shares 8,657 $236K 0.05% 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,235 shares 1,235 $234K 0.05% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,857 shares 3,857 $232K 0.05% new Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,530 shares; 2025Q4: 13,851 shares; 2026Q1: 14,759 shares; 2026Q2: 15,126 shares 15,126 $227K 0.05% +367 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 314 shares 314 $227K 0.05% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,681 shares; 2026Q2: 2,792 shares 2,792 $227K 0.05% +111 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: 1,603 shares; 2024Q4: 1,603 shares; 2025Q1: not reported; 2025Q2: 1,011 shares; 2025Q3: 995 shares; 2025Q4: 995 shares; 2026Q1: 954 shares; 2026Q2: 954 shares 954 $226K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,464 shares 4,464 $222K 0.05% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 738 shares 738 $222K 0.05% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,805 shares; 2025Q2: 7,138 shares; 2025Q3: 8,681 shares; 2025Q4: not reported; 2026Q1: 7,594 shares; 2026Q2: 8,334 shares 8,334 $221K 0.05% +740 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 861 shares 861 $217K 0.05% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,960 shares; 2025Q3: 13,605 shares; 2025Q4: 14,823 shares; 2026Q1: 14,907 shares; 2026Q2: 15,533 shares 15,533 $214K 0.05% +626 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 331 shares 331 $211K 0.05% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 930 shares 930 $211K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,125 shares; 2026Q2: 4,891 shares 4,891 $207K 0.05% -234 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 397 shares; 2025Q3: 386 shares; 2025Q4: 440 shares; 2026Q1: 501 shares; 2026Q2: 401 shares 401 $206K 0.05% -100 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS 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: not reported; 2026Q1: not reported; 2026Q2: 1,734 shares 1,734 $205K 0.05% new 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: not reported; 2024Q4: 5,560 shares; 2025Q1: 7,360 shares; 2025Q2: 8,659 shares; 2025Q3: 7,206 shares; 2025Q4: not reported; 2026Q1: 9,297 shares; 2026Q2: 8,226 shares 8,226 $202K 0.05% -1,071 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 227 shares; 2026Q2: 215 shares 215 $201K 0.05% -12 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,468 shares 1,468 $201K 0.05% 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 198 shares 198 $200K 0.05% new Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,900 shares; 2025Q3: 14,303 shares; 2025Q4: 16,063 shares; 2026Q1: 15,594 shares; 2026Q2: 14,968 shares 14,968 $180K 0.04% -626 Timeline VENU VENU HLDG CORP More: the full row for VENU HLDG 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: 70,310 shares; 2026Q1: 72,091 shares; 2026Q2: 72,091 shares 72,091 $164K 0.04% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,059 shares; 2024Q4: 13,360 shares; 2025Q1: 14,685 shares; 2025Q2: 14,214 shares; 2025Q3: 14,144 shares; 2025Q4: 14,688 shares; 2026Q1: 16,137 shares; 2026Q2: 16,165 shares 16,165 $94.2K 0.02% +28 Timeline BBDO BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,597 shares; 2026Q1: 13,920 shares; 2026Q2: 14,068 shares 14,068 $42.2K 0.01% +148 Timeline