IVLU 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: 16,801 shares; 2025Q3: 345,495 shares; 2025Q4: 342,113 shares; 2026Q1: 579,347 shares; 2026Q2: 582,803 shares 582,803 $24.4M 8.73% +3,456 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: 115,412 shares; 2024Q4: 508,827 shares; 2025Q1: 667,614 shares; 2025Q2: 682,185 shares; 2025Q3: 703,268 shares; 2025Q4: 688,103 shares; 2026Q1: 662,204 shares; 2026Q2: 651,596 shares 651,596 $22.1M 7.9% -10,608 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 369,176 shares; 2024Q4: 358,295 shares; 2025Q1: 353,372 shares; 2025Q2: 346,687 shares; 2025Q3: 348,475 shares; 2025Q4: 333,280 shares; 2026Q1: 400,523 shares; 2026Q2: 403,290 shares 403,290 $20.3M 7.28% +2,767 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260,430 shares; 2024Q4: 395,118 shares; 2025Q1: 415,490 shares; 2025Q2: 409,171 shares; 2025Q3: 410,731 shares; 2025Q4: 390,217 shares; 2026Q1: 380,546 shares; 2026Q2: 397,279 shares 397,279 $20.1M 7.21% +16,733 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: 22,849 shares; 2025Q3: 27,207 shares; 2025Q4: 25,389 shares; 2026Q1: 27,204 shares; 2026Q2: 26,565 shares 26,565 $18.2M 6.53% -639 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 145,775 shares; 2025Q3: 157,916 shares; 2025Q4: 161,405 shares; 2026Q1: 163,644 shares; 2026Q2: 167,384 shares 167,384 $12.9M 4.63% +3,740 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: 65,398 shares; 2025Q4: 85,299 shares; 2026Q1: 130,901 shares; 2026Q2: 131,477 shares 131,477 $12.7M 4.54% +576 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258,915 shares; 2024Q4: 275,692 shares; 2025Q1: 227,781 shares; 2025Q2: 211,715 shares; 2025Q3: 201,792 shares; 2025Q4: 203,895 shares; 2026Q1: 249,542 shares; 2026Q2: 249,481 shares 249,481 $12.3M 4.39% -61 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 279,114 shares; 2025Q3: 292,318 shares; 2025Q4: 282,282 shares; 2026Q1: 269,758 shares; 2026Q2: 270,633 shares 270,633 $11.3M 4.05% +875 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300,375 shares; 2025Q3: 377,598 shares; 2025Q4: 398,128 shares; 2026Q1: 410,043 shares; 2026Q2: 461,315 shares 461,315 $11.2M 4.02% +51,272 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 161,427 shares; 2026Q2: 165,645 shares 165,645 $8.39M 3.01% +4,218 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,959 shares; 2024Q4: 55,768 shares; 2025Q1: 122,788 shares; 2025Q2: 140,709 shares; 2025Q3: 164,406 shares; 2025Q4: 181,944 shares; 2026Q1: 178,971 shares; 2026Q2: 146,638 shares 146,638 $7.38M 2.64% -32,333 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: 42,074 shares; 2024Q4: 42,952 shares; 2025Q1: 42,620 shares; 2025Q2: 40,992 shares; 2025Q3: 39,476 shares; 2025Q4: 35,704 shares; 2026Q1: 35,052 shares; 2026Q2: 35,062 shares 35,062 $7.02M 2.51% +10 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: 12,110 shares; 2024Q4: 11,809 shares; 2025Q1: 11,679 shares; 2025Q2: 11,629 shares; 2025Q3: 11,279 shares; 2025Q4: 11,124 shares; 2026Q1: 8,115 shares; 2026Q2: 7,925 shares 7,925 $5.92M 2.12% -190 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: 5,117 shares; 2024Q4: 4,209 shares; 2025Q1: 4,182 shares; 2025Q2: 4,346 shares; 2025Q3: 35,558 shares; 2025Q4: 36,865 shares; 2026Q1: 38,218 shares; 2026Q2: 39,017 shares 39,017 $5.79M 2.07% +799 Timeline MMSD NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 219,844 shares 219,844 $5.57M 1.99% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 134,602 shares; 2025Q1: 140,001 shares; 2025Q2: 139,782 shares; 2025Q3: 145,771 shares; 2025Q4: 114,939 shares; 2026Q1: 123,573 shares; 2026Q2: 126,416 shares 126,416 $5.57M 1.99% +2,843 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: 22,911 shares; 2024Q4: 22,914 shares; 2025Q1: 23,849 shares; 2025Q2: 18,435 shares; 2025Q3: 15,506 shares; 2025Q4: 13,721 shares; 2026Q1: 14,226 shares; 2026Q2: 14,443 shares 14,443 $4.18M 1.5% +217 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: 11,568 shares; 2024Q4: 12,519 shares; 2025Q1: 14,736 shares; 2025Q2: 11,448 shares; 2025Q3: 11,075 shares; 2025Q4: 10,583 shares; 2026Q1: 10,229 shares; 2026Q2: 10,239 shares 10,239 $3.66M 1.31% +10 Timeline QSIG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,540 shares; 2024Q4: 60,811 shares; 2025Q1: 63,497 shares; 2025Q2: 64,844 shares; 2025Q3: 71,528 shares; 2025Q4: 74,034 shares; 2026Q1: 74,963 shares; 2026Q2: 73,862 shares 73,862 $3.57M 1.28% -1,101 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: 10,412 shares; 2024Q4: 10,659 shares; 2025Q1: 10,723 shares; 2025Q2: 10,215 shares; 2025Q3: 10,177 shares; 2025Q4: 9,897 shares; 2026Q1: 9,361 shares; 2026Q2: 9,210 shares 9,210 $3.44M 1.23% -151 Timeline HFGM TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96,798 shares; 2025Q4: 99,051 shares; 2026Q1: 98,198 shares; 2026Q2: 99,527 shares 99,527 $3.04M 1.09% +1,329 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,748 shares; 2024Q4: 216,646 shares; 2025Q1: 201,554 shares; 2025Q2: 206,980 shares; 2025Q3: 192,417 shares; 2025Q4: 184,326 shares; 2026Q1: 25,953 shares; 2026Q2: 25,922 shares 25,922 $2.95M 1.06% -31 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,844 shares; 2025Q3: 45,477 shares; 2025Q4: 48,127 shares; 2026Q1: 33,588 shares; 2026Q2: 32,151 shares 32,151 $2.95M 1.06% -1,437 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: 2,572 shares; 2024Q4: 2,572 shares; 2025Q1: 2,572 shares; 2025Q2: 2,572 shares; 2025Q3: 2,572 shares; 2025Q4: 2,262 shares; 2026Q1: 2,108 shares; 2026Q2: 1,902 shares 1,902 $2.2M 0.79% -206 Timeline SHYL DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44,994 shares 44,994 $2M 0.72% new 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: 8,209 shares; 2024Q4: 8,109 shares; 2025Q1: 8,399 shares; 2025Q2: 8,409 shares; 2025Q3: 7,805 shares; 2025Q4: 7,755 shares; 2026Q1: 8,246 shares; 2026Q2: 8,364 shares 8,364 $1.99M 0.71% +118 Timeline INDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 37,690 shares; 2025Q1: 39,732 shares; 2025Q2: 39,681 shares; 2025Q3: 41,941 shares; 2025Q4: 33,440 shares; 2026Q1: 36,641 shares; 2026Q2: 37,209 shares 37,209 $1.5M 0.54% +568 Timeline TFLO 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: 118,856 shares; 2025Q3: 104,158 shares; 2025Q4: 86,769 shares; 2026Q1: 71,942 shares; 2026Q2: 29,225 shares 29,225 $1.48M 0.53% -42,717 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,178 shares; 2024Q4: 10,178 shares; 2025Q1: 9,898 shares; 2025Q2: 10,808 shares; 2025Q3: 10,265 shares; 2025Q4: 10,265 shares; 2026Q1: 9,375 shares; 2026Q2: 9,325 shares 9,325 $1.46M 0.52% -50 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: 1,511 shares; 2024Q4: 1,609 shares; 2025Q1: 1,564 shares; 2025Q2: 1,348 shares; 2025Q3: 1,316 shares; 2025Q4: 1,212 shares; 2026Q1: 1,152 shares; 2026Q2: 1,173 shares 1,173 $1.41M 0.5% +21 Timeline SRVR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 47,592 shares; 2025Q1: 49,381 shares; 2025Q2: 49,048 shares; 2025Q3: 51,841 shares; 2025Q4: 39,701 shares; 2026Q1: 43,642 shares; 2026Q2: 43,928 shares 43,928 $1.4M 0.5% +286 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: 2,854 shares; 2024Q4: 2,984 shares; 2025Q1: 3,441 shares; 2025Q2: 2,904 shares; 2025Q3: 2,556 shares; 2025Q4: 2,501 shares; 2026Q1: 2,359 shares; 2026Q2: 2,459 shares 2,459 $1.39M 0.5% +100 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: 9,189 shares 9,189 $1.26M 0.45% new 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: 3,419 shares; 2024Q4: 3,419 shares; 2025Q1: 3,582 shares; 2025Q2: 3,687 shares; 2025Q3: 3,685 shares; 2025Q4: 3,630 shares; 2026Q1: 3,645 shares; 2026Q2: 3,702 shares 3,702 $1.21M 0.43% +57 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: 428 shares; 2024Q4: 437 shares; 2025Q1: 423 shares; 2025Q2: 464 shares; 2025Q3: 453 shares; 2025Q4: 458 shares; 2026Q1: 338 shares; 2026Q2: 3,380 shares 3,380 $1.02M 0.37% +3,042 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: 6,977 shares; 2024Q4: 6,870 shares; 2025Q1: 6,038 shares; 2025Q2: 3,859 shares; 2025Q3: 3,603 shares; 2025Q4: 1,683 shares; 2026Q1: 2,647 shares; 2026Q2: 2,685 shares 2,685 $1.01M 0.36% +38 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,229 shares; 2024Q4: 39,162 shares; 2025Q1: 38,730 shares; 2025Q2: 38,322 shares; 2025Q3: 37,748 shares; 2025Q4: 37,774 shares; 2026Q1: 33,545 shares; 2026Q2: 32,330 shares 32,330 $986K 0.35% -1,215 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: 1,780 shares; 2024Q4: 1,780 shares; 2025Q1: 2,003 shares; 2025Q2: 1,823 shares; 2025Q3: 1,710 shares; 2025Q4: 1,610 shares; 2026Q1: 1,726 shares; 2026Q2: 1,693 shares 1,693 $983K 0.35% -33 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 52,412 shares; 2025Q1: 89,167 shares; 2025Q2: 229,067 shares; 2025Q3: 130,871 shares; 2025Q4: 117,944 shares; 2026Q1: 16,531 shares; 2026Q2: 16,509 shares 16,509 $962K 0.34% -22 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,453 shares; 2024Q4: 4,453 shares; 2025Q1: 4,243 shares; 2025Q2: 4,243 shares; 2025Q3: 4,240 shares; 2025Q4: 4,240 shares; 2026Q1: 3,830 shares; 2026Q2: 3,830 shares 3,830 $929K 0.33% 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: 16,985 shares; 2024Q4: 16,785 shares; 2025Q1: 16,785 shares; 2025Q2: 12,055 shares; 2025Q3: 11,455 shares; 2025Q4: 12,005 shares; 2026Q1: 11,715 shares; 2026Q2: 11,715 shares 11,715 $903K 0.32% 0 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: 4,838 shares; 2024Q4: 4,838 shares; 2025Q1: 4,838 shares; 2025Q2: 7,529 shares; 2025Q3: 7,529 shares; 2025Q4: 7,529 shares; 2026Q1: 7,529 shares; 2026Q2: 7,529 shares 7,529 $831K 0.3% 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: 5,739 shares; 2024Q4: 5,388 shares; 2025Q1: 6,582 shares; 2025Q2: 6,946 shares; 2025Q3: 7,687 shares; 2025Q4: 7,422 shares; 2026Q1: 6,842 shares; 2026Q2: 7,035 shares 7,035 $797K 0.29% +193 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,052 shares; 2024Q4: 2,126 shares; 2025Q1: 2,360 shares; 2025Q2: 2,250 shares; 2025Q3: 2,277 shares; 2025Q4: 2,228 shares; 2026Q1: 2,112 shares; 2026Q2: 1,939 shares 1,939 $725K 0.26% -173 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: 4,680 shares; 2024Q4: 3,532 shares; 2025Q1: 4,406 shares; 2025Q2: 7,195 shares; 2025Q3: 7,228 shares; 2025Q4: 6,910 shares; 2026Q1: 5,632 shares; 2026Q2: 5,564 shares 5,564 $715K 0.26% -68 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: 2,548 shares; 2024Q4: 2,614 shares; 2025Q1: 2,519 shares; 2025Q2: 2,334 shares; 2025Q3: 2,334 shares; 2025Q4: 2,187 shares; 2026Q1: 1,980 shares; 2026Q2: 2,050 shares 2,050 $703K 0.25% +70 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,521 shares; 2024Q4: 1,542 shares; 2025Q1: 1,581 shares; 2025Q2: 1,541 shares; 2025Q3: 1,528 shares; 2025Q4: 1,480 shares; 2026Q1: 1,216 shares; 2026Q2: 1,268 shares 1,268 $651K 0.23% +52 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: 767 shares; 2024Q4: 767 shares; 2025Q1: 1,281 shares; 2025Q2: 951 shares; 2025Q3: 951 shares; 2025Q4: 951 shares; 2026Q1: 1,266 shares; 2026Q2: 1,256 shares 1,256 $628K 0.23% -10 Timeline SPBO 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: 21,377 shares; 2024Q4: 21,377 shares; 2025Q1: 21,377 shares; 2025Q2: 21,377 shares; 2025Q3: 21,377 shares; 2025Q4: 21,377 shares; 2026Q1: 21,377 shares; 2026Q2: 21,377 shares 21,377 $621K 0.22% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,716 shares; 2024Q4: 36,716 shares; 2025Q1: 31,716 shares; 2025Q2: 31,716 shares; 2025Q3: 31,716 shares; 2025Q4: 34,726 shares; 2026Q1: 31,716 shares; 2026Q2: 32,216 shares 32,216 $616K 0.22% +500 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: 4,074 shares; 2025Q3: 4,821 shares; 2025Q4: 4,835 shares; 2026Q1: 4,304 shares; 2026Q2: 4,137 shares 4,137 $579K 0.21% -167 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: 3,573 shares; 2024Q4: 3,567 shares; 2025Q1: 2,174 shares; 2025Q2: 2,028 shares; 2025Q3: 1,873 shares; 2025Q4: 1,840 shares; 2026Q1: 2,216 shares; 2026Q2: 2,183 shares 2,183 $549K 0.2% -33 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,394 shares; 2024Q4: 1,429 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 726 shares; 2026Q2: 757 shares 757 $547K 0.2% +31 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,667 shares; 2024Q4: 1,697 shares; 2025Q1: 1,744 shares; 2025Q2: 2,105 shares; 2025Q3: 2,208 shares; 2025Q4: 2,018 shares; 2026Q1: 1,668 shares; 2026Q2: 1,551 shares 1,551 $547K 0.2% -117 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: 2,380 shares; 2024Q4: 2,060 shares; 2025Q1: 2,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,310 shares; 2025Q4: 1,170 shares; 2026Q1: 1,487 shares; 2026Q2: 1,546 shares 1,546 $546K 0.2% +59 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: not reported; 2025Q1: 1,409 shares; 2025Q2: 4,058 shares; 2025Q3: 4,545 shares; 2025Q4: 3,857 shares; 2026Q1: 3,252 shares; 2026Q2: 3,262 shares 3,262 $541K 0.19% +10 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: 4,535 shares; 2024Q4: 4,650 shares; 2025Q1: 4,300 shares; 2025Q2: 3,816 shares; 2025Q3: 3,467 shares; 2025Q4: 3,601 shares; 2026Q1: 3,650 shares; 2026Q2: 3,607 shares 3,607 $529K 0.19% -43 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,581 shares; 2024Q4: 10,665 shares; 2025Q1: 9,978 shares; 2025Q2: 9,978 shares; 2025Q3: 9,978 shares; 2025Q4: 9,978 shares; 2026Q1: 9,978 shares; 2026Q2: 9,978 shares 9,978 $470K 0.17% 0 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: 624 shares; 2024Q4: 614 shares; 2025Q1: 614 shares; 2025Q2: 614 shares; 2025Q3: 614 shares; 2025Q4: 614 shares; 2026Q1: 614 shares; 2026Q2: 614 shares 614 $460K 0.16% 0 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: not reported; 2026Q1: 517 shares; 2026Q2: 416 shares 416 $443K 0.16% -101 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: 7,175 shares; 2024Q4: 6,535 shares; 2025Q1: 6,654 shares; 2025Q2: 6,794 shares; 2025Q3: 6,794 shares; 2025Q4: 6,579 shares; 2026Q1: 7,482 shares; 2026Q2: 7,449 shares 7,449 $424K 0.15% -33 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,333 shares; 2025Q3: 3,801 shares; 2025Q4: 3,786 shares; 2026Q1: 3,288 shares; 2026Q2: 3,294 shares 3,294 $416K 0.15% +6 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: 284 shares; 2024Q4: 2,925 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,088 shares; 2026Q2: 960 shares 960 $416K 0.15% -128 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: 2,158 shares; 2024Q4: not reported; 2025Q1: 1,459 shares; 2025Q2: 2,994 shares; 2025Q3: 3,860 shares; 2025Q4: 3,028 shares; 2026Q1: 2,244 shares; 2026Q2: 2,239 shares 2,239 $405K 0.15% -5 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: 3,284 shares; 2024Q4: 3,404 shares; 2025Q1: 2,007 shares; 2025Q2: 1,373 shares; 2025Q3: 1,089 shares; 2025Q4: 1,056 shares; 2026Q1: 1,459 shares; 2026Q2: 1,548 shares 1,548 $393K 0.14% +89 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: 310 shares; 2026Q1: 377 shares; 2026Q2: 331 shares 331 $389K 0.14% -46 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: 6,072 shares; 2024Q4: 6,072 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,113 shares; 2026Q1: 5,113 shares; 2026Q2: 5,113 shares 5,113 $364K 0.13% 0 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: 553 shares; 2024Q4: 580 shares; 2025Q1: 798 shares; 2025Q2: 746 shares; 2025Q3: 625 shares; 2025Q4: 567 shares; 2026Q1: 370 shares; 2026Q2: 388 shares 388 $363K 0.13% +18 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: 3,932 shares; 2024Q4: 3,954 shares; 2025Q1: 3,498 shares; 2025Q2: 4,715 shares; 2025Q3: 5,163 shares; 2025Q4: 3,602 shares; 2026Q1: 2,342 shares; 2026Q2: 2,362 shares 2,362 $346K 0.12% +20 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: 1,239 shares; 2024Q4: 1,239 shares; 2025Q1: 736 shares; 2025Q2: 951 shares; 2025Q3: 951 shares; 2025Q4: 951 shares; 2026Q1: 816 shares; 2026Q2: 806 shares 806 $343K 0.12% -10 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 340 shares 340 $328K 0.12% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,253 shares; 2024Q4: 2,257 shares; 2025Q1: 1,740 shares; 2025Q2: 1,137 shares; 2025Q3: 1,093 shares; 2025Q4: not reported; 2026Q1: 1,031 shares; 2026Q2: 1,049 shares 1,049 $313K 0.11% +18 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,294 shares; 2024Q4: 12,921 shares; 2025Q1: 12,921 shares; 2025Q2: 12,921 shares; 2025Q3: 7,621 shares; 2025Q4: 7,621 shares; 2026Q1: 7,621 shares; 2026Q2: 7,621 shares 7,621 $311K 0.11% 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: 1,628 shares; 2024Q4: 1,757 shares; 2025Q1: 1,564 shares; 2025Q2: 1,936 shares; 2025Q3: 1,599 shares; 2025Q4: 1,215 shares; 2026Q1: 791 shares; 2026Q2: 723 shares 723 $300K 0.11% -68 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: 30,925 shares; 2024Q4: 27,346 shares; 2025Q1: 24,287 shares; 2025Q2: 12,277 shares; 2025Q3: 9,394 shares; 2025Q4: 9,394 shares; 2026Q1: 7,234 shares; 2026Q2: 7,234 shares 7,234 $294K 0.11% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 412 shares; 2024Q4: 412 shares; 2025Q1: 504 shares; 2025Q2: not reported; 2025Q3: 487 shares; 2025Q4: 483 shares; 2026Q1: 549 shares; 2026Q2: 568 shares 568 $285K 0.1% +19 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: 1,770 shares; 2024Q4: 1,832 shares; 2025Q1: 1,865 shares; 2025Q2: 3,132 shares; 2025Q3: 3,329 shares; 2025Q4: 2,840 shares; 2026Q1: 2,189 shares; 2026Q2: 2,091 shares 2,091 $283K 0.1% -98 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: 491 shares; 2024Q4: 498 shares; 2025Q1: 579 shares; 2025Q2: 345 shares; 2025Q3: 288 shares; 2025Q4: 275 shares; 2026Q1: 275 shares; 2026Q2: 278 shares 278 $281K 0.1% +3 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,868 shares; 2024Q4: 3,700 shares; 2025Q1: 3,209 shares; 2025Q2: 4,062 shares; 2025Q3: 4,366 shares; 2025Q4: 3,864 shares; 2026Q1: 3,079 shares; 2026Q2: 3,057 shares 3,057 $277K 0.1% -22 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: 5,718 shares; 2024Q4: 5,621 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,334 shares 2,334 $274K 0.1% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,783 shares; 2024Q4: 3,783 shares; 2025Q1: 3,248 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,332 shares; 2026Q1: 3,306 shares; 2026Q2: 3,295 shares 3,295 $272K 0.1% -11 Timeline MTGP WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,311 shares; 2024Q4: 155,069 shares; 2025Q1: 163,494 shares; 2025Q2: 166,879 shares; 2025Q3: 181,920 shares; 2025Q4: 187,990 shares; 2026Q1: 5,673 shares; 2026Q2: 5,673 shares 5,673 $251K 0.09% 0 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: 1,724 shares; 2024Q4: 1,757 shares; 2025Q1: 1,553 shares; 2025Q2: 1,910 shares; 2025Q3: 2,069 shares; 2025Q4: 2,018 shares; 2026Q1: not reported; 2026Q2: 1,325 shares 1,325 $245K 0.09% new 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: 1,183 shares; 2024Q4: 1,106 shares; 2025Q1: 1,085 shares; 2025Q2: 1,231 shares; 2025Q3: 1,277 shares; 2025Q4: 1,277 shares; 2026Q1: 1,182 shares; 2026Q2: 1,053 shares 1,053 $232K 0.08% -129 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: 725 shares; 2024Q4: 725 shares; 2025Q1: 505 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 372 shares; 2026Q2: 363 shares 363 $230K 0.08% -9 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: 2,778 shares; 2024Q4: 2,822 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,053 shares 1,053 $220K 0.08% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,423 shares; 2024Q4: 2,953 shares; 2025Q1: 2,852 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,440 shares; 2026Q2: 2,506 shares 2,506 $220K 0.08% +66 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,503 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,972 shares 1,972 $205K 0.07% new Timeline