AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 49,125 shares; 2025Q4: 52,112 shares; 2026Q1: 51,553 shares; 2026Q2: 53,037 shares 53,037 $5.25M 4.64% +1,484 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 40,600 shares; 2025Q4: 43,193 shares; 2026Q1: 45,489 shares; 2026Q2: 44,469 shares 44,469 $4.73M 4.19% -1,020 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 5,041 shares; 2025Q4: 6,036 shares; 2026Q1: 6,012 shares; 2026Q2: 5,390 shares 5,390 $4.04M 3.57% -622 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 18,258 shares; 2025Q4: 44,065 shares; 2026Q1: 50,230 shares; 2026Q2: 51,315 shares 51,315 $3.91M 3.45% +1,085 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 72,615 shares 72,615 $3.86M 3.41% new 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 11,841 shares; 2025Q4: 13,084 shares; 2026Q1: 12,856 shares; 2026Q2: 12,473 shares 12,473 $3.61M 3.19% -383 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 3,174 shares; 2025Q4: 6,665 shares; 2026Q1: 6,776 shares; 2026Q2: 25,091 shares 25,091 $3.12M 2.76% +18,315 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 9,919 shares; 2025Q4: 14,934 shares; 2026Q1: 13,005 shares; 2026Q2: 12,618 shares 12,618 $3.06M 2.71% -387 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 119,502 shares; 2026Q1: 120,010 shares; 2026Q2: 124,050 shares 124,050 $2.77M 2.45% +4,040 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 14,066 shares; 2025Q4: 9,591 shares; 2026Q1: 10,092 shares; 2026Q2: 32,335 shares 32,335 $2.66M 2.35% +22,243 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 5,568 shares; 2025Q4: 5,813 shares; 2026Q1: 6,047 shares; 2026Q2: 5,665 shares 5,665 $2.02M 1.79% -382 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 22,129 shares; 2025Q4: 14,786 shares; 2026Q1: 15,572 shares; 2026Q2: 18,606 shares 18,606 $2M 1.77% +3,034 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 5,295 shares; 2025Q4: 5,534 shares; 2026Q1: 5,414 shares; 2026Q2: 5,294 shares 5,294 $1.97M 1.75% -120 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 18,186 shares; 2025Q4: 22,200 shares; 2026Q1: 24,032 shares; 2026Q2: 21,724 shares 21,724 $1.91M 1.69% -2,308 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 36,020 shares; 2025Q4: 41,008 shares; 2026Q1: 41,300 shares; 2026Q2: 42,836 shares 42,836 $1.74M 1.54% +1,536 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 9,389 shares; 2025Q4: 12,169 shares; 2026Q1: 12,220 shares; 2026Q2: 60,948 shares 60,948 $1.67M 1.48% +48,728 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 6,597 shares; 2025Q4: 7,690 shares; 2026Q1: 6,779 shares; 2026Q2: 6,250 shares 6,250 $1.59M 1.4% -529 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 7,417 shares; 2025Q4: 7,687 shares; 2026Q1: 7,740 shares; 2026Q2: 7,512 shares 7,512 $1.5M 1.33% -228 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 5,441 shares; 2025Q4: 8,888 shares; 2026Q1: 8,678 shares; 2026Q2: 8,717 shares 8,717 $1.38M 1.22% +39 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 30,289 shares; 2025Q4: 34,939 shares; 2026Q1: 34,648 shares; 2026Q2: 32,080 shares 32,080 $1.33M 1.18% -2,568 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 4,503 shares; 2025Q4: 3,971 shares; 2026Q1: 3,972 shares; 2026Q2: 3,485 shares 3,485 $1.32M 1.16% -487 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 18,424 shares; 2025Q4: 14,238 shares; 2026Q1: 14,118 shares; 2026Q2: 14,058 shares 14,058 $1.16M 1.03% -60 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 4,451 shares; 2026Q1: 5,163 shares; 2026Q2: 5,438 shares 5,438 $1.16M 1.02% +275 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 3,911 shares; 2025Q4: 11,341 shares; 2026Q1: 11,889 shares; 2026Q2: 15,262 shares 15,262 $1.15M 1.01% +3,373 Timeline SPTL 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 29,815 shares; 2026Q1: 31,180 shares; 2026Q2: 41,292 shares 41,292 $1.08M 0.96% +10,112 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 3,758 shares; 2025Q4: 8,414 shares; 2026Q1: 9,049 shares; 2026Q2: 13,077 shares 13,077 $1.07M 0.95% +4,028 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 874 shares; 2025Q4: 965 shares; 2026Q1: 891 shares; 2026Q2: 885 shares 885 $1.06M 0.94% -6 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 12,448 shares; 2025Q4: 9,931 shares; 2026Q1: 9,782 shares; 2026Q2: 8,908 shares 8,908 $1.05M 0.93% -874 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 26,884 shares; 2025Q4: 23,909 shares; 2026Q1: 34,229 shares; 2026Q2: 45,688 shares 45,688 $1.04M 0.92% +11,459 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 3,141 shares; 2025Q4: 3,183 shares; 2026Q1: 3,200 shares; 2026Q2: 3,018 shares 3,018 $988K 0.87% -182 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,199 shares; 2025Q4: 10,176 shares; 2026Q1: 10,372 shares; 2026Q2: 10,108 shares 10,108 $945K 0.84% -264 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 3,614 shares; 2025Q4: 3,809 shares; 2026Q1: 3,853 shares; 2026Q2: 3,829 shares 3,829 $913K 0.81% -24 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 5,585 shares; 2026Q1: 5,408 shares; 2026Q2: 6,836 shares 6,836 $800K 0.71% +1,428 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 2,345 shares; 2026Q1: 2,319 shares; 2026Q2: 2,307 shares 2,307 $772K 0.68% -12 Timeline XUDV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 20,980 shares; 2026Q1: 20,924 shares; 2026Q2: 24,422 shares 24,422 $765K 0.68% +3,498 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,938 shares; 2025Q4: 4,825 shares; 2026Q1: 4,814 shares; 2026Q2: 4,838 shares 4,838 $756K 0.67% +24 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,940 shares; 2025Q4: 3,184 shares; 2026Q1: 3,147 shares; 2026Q2: 2,956 shares 2,956 $744K 0.66% -191 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 30,236 shares; 2026Q1: 30,438 shares; 2026Q2: 30,374 shares 30,374 $720K 0.64% -64 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 12,238 shares; 2026Q1: 12,577 shares; 2026Q2: 18,827 shares 18,827 $697K 0.62% +6,250 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 627 shares; 2025Q4: 615 shares; 2026Q1: 641 shares; 2026Q2: 622 shares 622 $662K 0.59% -19 Timeline XEMD BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 5,155 shares; 2026Q1: 5,377 shares; 2026Q2: 14,655 shares 14,655 $658K 0.58% +9,278 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 5,889 shares; 2026Q1: 6,127 shares; 2026Q2: 6,683 shares 6,683 $644K 0.57% +556 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,805 shares; 2025Q4: 1,861 shares; 2026Q1: 1,832 shares; 2026Q2: 1,857 shares 1,857 $637K 0.56% +25 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 585 shares; 2025Q4: 647 shares; 2026Q1: 651 shares; 2026Q2: 666 shares 666 $623K 0.55% +15 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 1,430 shares; 2026Q1: 1,404 shares; 2026Q2: 1,406 shares 1,406 $609K 0.54% +2 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 13,263 shares; 2026Q1: 13,371 shares; 2026Q2: 12,892 shares 12,892 $582K 0.51% -479 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,649 shares 6,649 $573K 0.51% 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 7,593 shares; 2025Q4: 5,919 shares; 2026Q1: 5,919 shares; 2026Q2: 5,919 shares 5,919 $572K 0.51% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 4,324 shares; 2026Q1: 4,318 shares; 2026Q2: 3,589 shares 3,589 $567K 0.5% -729 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 778 shares; 2025Q4: 718 shares; 2026Q1: 823 shares; 2026Q2: 823 shares 823 $565K 0.5% 0 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,549 shares 2,549 $556K 0.49% new 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,655 shares; 2025Q4: 2,816 shares; 2026Q1: 2,817 shares; 2026Q2: 2,979 shares 2,979 $550K 0.49% +162 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 3,846 shares; 2025Q4: 3,974 shares; 2026Q1: 3,851 shares; 2026Q2: 3,455 shares 3,455 $541K 0.48% -396 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 13,280 shares; 2025Q4: 13,838 shares; 2026Q1: 13,592 shares; 2026Q2: 12,672 shares 12,672 $537K 0.47% -920 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,931 shares; 2025Q4: 3,014 shares; 2026Q1: 3,008 shares; 2026Q2: 3,211 shares 3,211 $532K 0.47% +203 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 27,219 shares; 2025Q4: 27,403 shares; 2026Q1: 27,403 shares; 2026Q2: 27,535 shares 27,535 $525K 0.46% +132 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 2,241 shares; 2026Q1: 2,352 shares; 2026Q2: 2,361 shares 2,361 $522K 0.46% +9 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 3,025 shares; 2026Q1: 3,043 shares; 2026Q2: 2,965 shares 2,965 $520K 0.46% -78 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 1,215 shares; 2026Q1: 1,266 shares; 2026Q2: 1,278 shares 1,278 $503K 0.45% +12 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 53,877 shares; 2025Q4: 61,201 shares; 2026Q1: 61,889 shares; 2026Q2: 48,787 shares 48,787 $503K 0.44% -13,102 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 3,148 shares; 2026Q1: 3,152 shares; 2026Q2: 3,033 shares 3,033 $499K 0.44% -119 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,082 shares; 2025Q4: 722 shares; 2026Q1: 719 shares; 2026Q2: 685 shares 685 $493K 0.44% -34 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,487 shares 3,487 $487K 0.43% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 6,915 shares; 2025Q4: 9,915 shares; 2026Q1: 9,951 shares; 2026Q2: 10,400 shares 10,400 $485K 0.43% +449 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,390 shares; 2025Q4: 1,339 shares; 2026Q1: 1,328 shares; 2026Q2: 1,294 shares 1,294 $469K 0.41% -34 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 860 shares; 2025Q4: 1,134 shares; 2026Q1: 1,084 shares; 2026Q2: 1,100 shares 1,100 $463K 0.41% +16 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,699 shares; 2025Q4: 1,454 shares; 2026Q1: 1,464 shares; 2026Q2: 1,365 shares 1,365 $462K 0.41% -99 Timeline XIDV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 10,934 shares; 2026Q1: 10,865 shares; 2026Q2: 12,545 shares 12,545 $453K 0.4% +1,680 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 807 shares; 2025Q4: 813 shares; 2026Q1: 838 shares; 2026Q2: 796 shares 796 $448K 0.4% -42 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 12,655 shares; 2026Q1: 12,573 shares; 2026Q2: 10,323 shares 10,323 $443K 0.39% -2,250 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 12,261 shares; 2025Q4: 17,786 shares; 2026Q1: 17,372 shares; 2026Q2: 12,924 shares 12,924 $437K 0.39% -4,448 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 3,844 shares; 2026Q1: 4,207 shares; 2026Q2: 4,504 shares 4,504 $434K 0.38% +297 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 5,616 shares; 2025Q4: 7,254 shares; 2026Q1: 7,389 shares; 2026Q2: 7,241 shares 7,241 $417K 0.37% -148 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 3,058 shares; 2025Q4: 2,899 shares; 2026Q1: 2,897 shares; 2026Q2: 2,800 shares 2,800 $411K 0.36% -97 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,865 shares; 2025Q4: 1,549 shares; 2026Q1: 1,558 shares; 2026Q2: 1,447 shares 1,447 $407K 0.36% -111 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 4,939 shares; 2025Q4: 5,024 shares; 2026Q1: 5,062 shares; 2026Q2: 4,526 shares 4,526 $405K 0.36% -536 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 13,163 shares; 2026Q1: 13,116 shares; 2026Q2: 12,492 shares 12,492 $403K 0.36% -624 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 9,543 shares; 2026Q1: 9,500 shares; 2026Q2: 7,372 shares 7,372 $397K 0.35% -2,128 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 7,228 shares; 2025Q4: 5,271 shares; 2026Q1: 6,131 shares; 2026Q2: 5,210 shares 5,210 $395K 0.35% -921 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 756 shares; 2026Q1: 760 shares; 2026Q2: 787 shares 787 $394K 0.35% +27 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 3,177 shares; 2025Q4: 3,820 shares; 2026Q1: 3,843 shares; 2026Q2: 3,616 shares 3,616 $390K 0.35% -227 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,130 shares 1,130 $387K 0.34% new 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 532 shares 532 $385K 0.34% new 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 5,415 shares; 2025Q4: 4,607 shares; 2026Q1: 3,648 shares; 2026Q2: 3,024 shares 3,024 $382K 0.34% -624 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 623 shares; 2025Q4: 596 shares; 2026Q1: 597 shares; 2026Q2: 597 shares 597 $379K 0.33% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 7,038 shares; 2025Q4: 6,921 shares; 2026Q1: 6,856 shares; 2026Q2: 6,569 shares 6,569 $374K 0.33% -287 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,408 shares; 2025Q4: 1,065 shares; 2026Q1: 1,108 shares; 2026Q2: 783 shares 783 $374K 0.33% -325 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 22,239 shares; 2025Q4: 26,502 shares; 2026Q1: 26,432 shares; 2026Q2: 26,403 shares 26,403 $367K 0.32% -29 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,563 shares; 2025Q4: 1,641 shares; 2026Q1: 1,635 shares; 2026Q2: 1,635 shares 1,635 $359K 0.32% 0 Timeline KMLM KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,929 shares 12,929 $356K 0.31% new 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 16,397 shares; 2026Q1: 16,408 shares; 2026Q2: 18,844 shares 18,844 $352K 0.31% +2,436 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 7,339 shares; 2025Q4: 9,145 shares; 2026Q1: 9,104 shares; 2026Q2: 8,955 shares 8,955 $350K 0.31% -149 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 9,999 shares; 2026Q1: 10,388 shares; 2026Q2: 6,778 shares 6,778 $343K 0.3% -3,610 Timeline BUYO KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,147 shares 10,147 $342K 0.3% new 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,921 shares; 2025Q4: 3,309 shares; 2026Q1: 3,282 shares; 2026Q2: 2,997 shares 2,997 $339K 0.3% -285 Timeline KRBN KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,210 shares 10,210 $339K 0.3% new 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 772 shares; 2026Q1: 760 shares; 2026Q2: 957 shares 957 $338K 0.3% +197 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 8,973 shares; 2025Q4: 13,373 shares; 2026Q1: 13,345 shares; 2026Q2: 10,527 shares 10,527 $327K 0.29% -2,818 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,258 shares 1,258 $321K 0.28% new Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,329 shares 28,329 $316K 0.28% new Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,756 shares; 2025Q4: 4,816 shares; 2026Q1: 5,538 shares; 2026Q2: 5,933 shares 5,933 $314K 0.28% +395 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 809 shares; 2025Q4: 810 shares; 2026Q1: 801 shares; 2026Q2: 825 shares 825 $306K 0.27% +24 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 5,068 shares; 2026Q1: 5,156 shares; 2026Q2: 6,096 shares 6,096 $305K 0.27% +940 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 485 shares; 2025Q4: 424 shares; 2026Q1: 418 shares; 2026Q2: 400 shares 400 $302K 0.27% -18 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 2,971 shares; 2026Q1: 3,209 shares; 2026Q2: 3,406 shares 3,406 $299K 0.26% +197 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 174 shares; 2026Q2: 150 shares 150 $298K 0.26% -24 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 968 shares; 2025Q4: 937 shares; 2026Q1: 896 shares; 2026Q2: 846 shares 846 $298K 0.26% -50 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,653 shares; 2026Q2: 6,526 shares 6,526 $297K 0.26% -127 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 2,892 shares; 2026Q1: 2,892 shares; 2026Q2: 2,892 shares 2,892 $296K 0.26% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,502 shares 2,502 $294K 0.26% new Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 9,355 shares; 2026Q1: 9,511 shares; 2026Q2: 10,253 shares 10,253 $291K 0.26% +742 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 9,260 shares; 2026Q1: 9,396 shares; 2026Q2: 9,239 shares 9,239 $290K 0.26% -157 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 18,272 shares; 2025Q4: 21,304 shares; 2026Q1: 21,927 shares; 2026Q2: 22,355 shares 22,355 $288K 0.25% +428 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 769 shares; 2025Q4: 686 shares; 2026Q1: not reported; 2026Q2: 690 shares 690 $287K 0.25% new Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 8,483 shares; 2025Q4: 7,679 shares; 2026Q1: 8,508 shares; 2026Q2: 8,262 shares 8,262 $282K 0.25% -246 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 1,260 shares; 2026Q1: 1,256 shares; 2026Q2: 1,238 shares 1,238 $276K 0.24% -18 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 5,342 shares; 2025Q4: 5,172 shares; 2026Q1: 5,082 shares; 2026Q2: 5,082 shares 5,082 $275K 0.24% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,832 shares; 2026Q2: 5,312 shares 5,312 $275K 0.24% +1,480 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,417 shares; 2025Q4: 2,027 shares; 2026Q1: 2,172 shares; 2026Q2: 2,080 shares 2,080 $267K 0.24% -92 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,025 shares; 2026Q2: 1,032 shares 1,032 $264K 0.23% +7 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 5,537 shares; 2026Q1: 5,411 shares; 2026Q2: 5,007 shares 5,007 $262K 0.23% -404 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 477 shares; 2026Q1: 492 shares; 2026Q2: 558 shares 558 $256K 0.23% +66 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 3,264 shares; 2025Q4: 4,382 shares; 2026Q1: 3,303 shares; 2026Q2: 2,343 shares 2,343 $256K 0.23% -960 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 4,416 shares; 2026Q1: 4,377 shares; 2026Q2: 2,583 shares 2,583 $254K 0.22% -1,794 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,498 shares; 2026Q2: 3,260 shares 3,260 $253K 0.22% -238 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 8,452 shares; 2025Q4: 10,350 shares; 2026Q1: 10,528 shares; 2026Q2: 10,704 shares 10,704 $253K 0.22% +176 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 215 shares 215 $248K 0.22% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 4,348 shares; 2025Q4: 3,412 shares; 2026Q1: 4,049 shares; 2026Q2: 2,578 shares 2,578 $246K 0.22% -1,471 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 2,371 shares; 2026Q1: 2,309 shares; 2026Q2: 3,013 shares 3,013 $239K 0.21% +704 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,443 shares; 2025Q4: 2,531 shares; 2026Q1: 2,537 shares; 2026Q2: 2,476 shares 2,476 $238K 0.21% -61 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 3,987 shares; 2026Q1: 3,991 shares; 2026Q2: 3,937 shares 3,937 $237K 0.21% -54 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 806 shares 806 $236K 0.21% new Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 13,783 shares; 2025Q4: not reported; 2026Q1: 10,003 shares; 2026Q2: 10,003 shares 10,003 $235K 0.21% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,340 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,674 shares 1,674 $233K 0.21% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,762 shares; 2026Q2: 3,051 shares 3,051 $227K 0.2% +289 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 3,628 shares; 2026Q1: 3,626 shares; 2026Q2: 3,600 shares 3,600 $223K 0.2% -26 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 3,323 shares; 2026Q1: 3,057 shares; 2026Q2: 2,743 shares 2,743 $223K 0.2% -314 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 825 shares 825 $222K 0.2% new Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,826 shares 4,826 $216K 0.19% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,642 shares; 2025Q4: 1,414 shares; 2026Q1: 1,481 shares; 2026Q2: 1,473 shares 1,473 $216K 0.19% -8 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,299 shares 2,299 $215K 0.19% new Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 6,245 shares; 2026Q1: 6,147 shares; 2026Q2: 6,218 shares 6,218 $215K 0.19% +71 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 11,295 shares; 2025Q4: 13,471 shares; 2026Q1: 13,762 shares; 2026Q2: 13,452 shares 13,452 $212K 0.19% -310 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 11,680 shares; 2025Q4: 12,095 shares; 2026Q1: 8,350 shares; 2026Q2: 5,601 shares 5,601 $208K 0.18% -2,749 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 848 shares 848 $206K 0.18% new Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,808 shares 3,808 $205K 0.18% 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,376 shares 1,376 $201K 0.18% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,184 shares 1,184 $201K 0.18% new Timeline KEMX KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,817 shares 3,817 $200K 0.18% new Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 13,428 shares; 2025Q4: 17,936 shares; 2026Q1: 17,603 shares; 2026Q2: 16,738 shares 16,738 $198K 0.17% -865 Timeline BDN BRANDYWINE RLTY TR More: the full row for BRANDYWINE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 23,000 shares; 2025Q4: 35,026 shares; 2026Q1: 38,229 shares; 2026Q2: 40,069 shares 40,069 $127K 0.11% +1,840 Timeline CIG CIA ENERGETICA DE MINAS GERA More: the full row for CIA ENERGETICA DE MINAS GERA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 19,095 shares; 2025Q4: 25,517 shares; 2026Q1: 25,447 shares; 2026Q2: 42,168 shares 42,168 $88.6K 0.08% +16,721 Timeline