AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,303 shares; 2024Q4: 65,170 shares; 2025Q1: 64,681 shares; 2025Q2: 64,872 shares; 2025Q3: 63,938 shares; 2025Q4: 63,351 shares; 2026Q1: 63,508 shares; 2026Q2: 67,591 shares 67,591 $19.6M 8.07% +4,083 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,061 shares; 2024Q4: 216,650 shares; 2025Q1: 219,188 shares; 2025Q2: 221,121 shares; 2025Q3: 346,166 shares; 2025Q4: 335,425 shares; 2026Q1: 330,572 shares; 2026Q2: 329,734 shares 329,734 $15.9M 6.57% -838 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,948 shares; 2024Q4: 58,858 shares; 2025Q1: 58,782 shares; 2025Q2: 58,696 shares; 2025Q3: 58,598 shares; 2025Q4: 58,406 shares; 2026Q1: 58,308 shares; 2026Q2: 58,300 shares 58,300 $12.9M 5.31% -8 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: 40,140 shares; 2024Q4: 38,487 shares; 2025Q1: 38,227 shares; 2025Q2: 38,577 shares; 2025Q3: 36,065 shares; 2025Q4: 36,126 shares; 2026Q1: 35,712 shares; 2026Q2: 33,543 shares 33,543 $12.4M 5.12% -2,169 Timeline SPTM 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: 133,868 shares; 2024Q4: 131,292 shares; 2025Q1: 132,865 shares; 2025Q2: 131,545 shares; 2025Q3: 131,484 shares; 2025Q4: 128,704 shares; 2026Q1: 128,815 shares; 2026Q2: 127,201 shares 127,201 $11.5M 4.77% -1,614 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,521 shares; 2024Q4: 211,717 shares; 2025Q1: 238,910 shares; 2025Q2: 246,270 shares; 2025Q3: 281,189 shares; 2025Q4: 285,376 shares; 2026Q1: 310,328 shares; 2026Q2: 317,888 shares 317,888 $10.1M 4.16% +7,560 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: 13,591 shares; 2024Q4: 13,611 shares; 2025Q1: 13,831 shares; 2025Q2: 13,945 shares; 2025Q3: 13,705 shares; 2025Q4: 13,736 shares; 2026Q1: 12,952 shares; 2026Q2: 12,191 shares 12,191 $9.1M 3.76% -761 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 348,537 shares; 2024Q4: 338,090 shares; 2025Q1: 326,088 shares; 2025Q2: 309,344 shares; 2025Q3: 273,779 shares; 2025Q4: 249,578 shares; 2026Q1: 246,151 shares; 2026Q2: 194,088 shares 194,088 $6.55M 2.7% -52,063 Timeline PULS PGIM ETF TR More: the full row for PGIM 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: 38,622 shares; 2025Q4: 111,748 shares; 2026Q1: 117,711 shares; 2026Q2: 126,759 shares 126,759 $6.28M 2.59% +9,048 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: 23,164 shares; 2024Q4: 71,920 shares; 2025Q1: 77,573 shares; 2025Q2: 61,655 shares; 2025Q3: 93,678 shares; 2025Q4: 144,304 shares; 2026Q1: 172,937 shares; 2026Q2: 184,175 shares 184,175 $5.84M 2.41% +11,238 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,400 shares; 2024Q4: 66,189 shares; 2025Q1: 56,234 shares; 2025Q2: 53,184 shares; 2025Q3: 52,691 shares; 2025Q4: 52,209 shares; 2026Q1: 48,447 shares; 2026Q2: 48,127 shares 48,127 $5.79M 2.39% -320 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,850 shares; 2025Q4: 94,932 shares; 2026Q1: 99,688 shares; 2026Q2: 101,049 shares 101,049 $5.11M 2.11% +1,361 Timeline VSDM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,262 shares; 2026Q2: 65,840 shares 65,840 $5.05M 2.08% +20,578 Timeline FTMS PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 287,616 shares; 2026Q2: 444,917 shares 444,917 $4.42M 1.83% +157,301 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,670 shares; 2024Q4: 244,990 shares; 2025Q1: 229,667 shares; 2025Q2: 223,509 shares; 2025Q3: 213,324 shares; 2025Q4: 195,942 shares; 2026Q1: 193,500 shares; 2026Q2: 155,075 shares 155,075 $4.11M 1.7% -38,425 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: 13,763 shares; 2024Q4: 13,919 shares; 2025Q1: 13,869 shares; 2025Q2: 13,977 shares; 2025Q3: 13,979 shares; 2025Q4: 13,432 shares; 2026Q1: 13,947 shares; 2026Q2: 15,694 shares 15,694 $3.74M 1.54% +1,747 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S 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: 15,206 shares; 2025Q4: 47,301 shares; 2026Q1: 69,556 shares; 2026Q2: 73,824 shares 73,824 $3.74M 1.54% +4,268 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: 15,646 shares; 2024Q4: 14,926 shares; 2025Q1: 15,026 shares; 2025Q2: 15,598 shares; 2025Q3: 15,667 shares; 2025Q4: 15,612 shares; 2026Q1: 18,148 shares; 2026Q2: 18,347 shares 18,347 $3.67M 1.52% +199 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,349 shares; 2024Q4: 180,808 shares; 2025Q1: 151,899 shares; 2025Q2: 152,633 shares; 2025Q3: 153,589 shares; 2025Q4: 155,305 shares; 2026Q1: 153,813 shares; 2026Q2: 149,310 shares 149,310 $3.62M 1.49% -4,503 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,599 shares; 2024Q4: 124,412 shares; 2025Q1: 122,576 shares; 2025Q2: 119,968 shares; 2025Q3: 119,717 shares; 2025Q4: 121,466 shares; 2026Q1: 120,154 shares; 2026Q2: 119,506 shares 119,506 $3.59M 1.48% -648 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,094 shares; 2024Q4: 38,682 shares; 2025Q1: 38,744 shares; 2025Q2: 38,742 shares; 2025Q3: 34,622 shares; 2025Q4: 33,746 shares; 2026Q1: 33,821 shares; 2026Q2: 33,041 shares 33,041 $3.43M 1.42% -780 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: 8,841 shares; 2024Q4: 8,842 shares; 2025Q1: 8,985 shares; 2025Q2: 9,050 shares; 2025Q3: 8,854 shares; 2025Q4: 8,988 shares; 2026Q1: 9,203 shares; 2026Q2: 9,134 shares 9,134 $2.99M 1.23% -69 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,590 shares; 2024Q4: 10,490 shares; 2025Q1: 10,382 shares; 2025Q2: 10,382 shares; 2025Q3: 10,414 shares; 2025Q4: 10,343 shares; 2026Q1: 10,376 shares; 2026Q2: 10,401 shares 10,401 $2.52M 1.04% +25 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: 7,323 shares; 2024Q4: 7,234 shares; 2025Q1: 7,185 shares; 2025Q2: 6,785 shares; 2025Q3: 6,510 shares; 2025Q4: 6,475 shares; 2026Q1: 6,806 shares; 2026Q2: 6,390 shares 6,390 $2.38M 0.98% -416 Timeline VGIT 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: 64,320 shares; 2024Q4: 58,340 shares; 2025Q1: 52,710 shares; 2025Q2: 47,985 shares; 2025Q3: 47,609 shares; 2025Q4: 44,244 shares; 2026Q1: 43,671 shares; 2026Q2: 39,954 shares 39,954 $2.36M 0.97% -3,717 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: 46,391 shares; 2024Q4: 46,357 shares; 2025Q1: 46,294 shares; 2025Q2: 46,417 shares; 2025Q3: 46,053 shares; 2025Q4: 43,972 shares; 2026Q1: 43,807 shares; 2026Q2: 43,264 shares 43,264 $2.18M 0.9% -543 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: 7,650 shares; 2024Q4: 7,211 shares; 2025Q1: 7,212 shares; 2025Q2: 9,442 shares; 2025Q3: 9,447 shares; 2025Q4: 9,448 shares; 2026Q1: 9,216 shares; 2026Q2: 8,966 shares 8,966 $2.12M 0.88% -250 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,774 shares; 2024Q4: 2,852 shares; 2025Q1: 2,109 shares; 2025Q2: 2,390 shares; 2025Q3: 2,109 shares; 2025Q4: 1,911 shares; 2026Q1: 2,488 shares; 2026Q2: 2,590 shares 2,590 $1.98M 0.82% +102 Timeline DIVB 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: 17,547 shares; 2025Q3: 25,290 shares; 2025Q4: 32,086 shares; 2026Q1: 32,249 shares; 2026Q2: 30,477 shares 30,477 $1.88M 0.77% -1,772 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,097 shares; 2024Q4: 20,940 shares; 2025Q1: 20,944 shares; 2025Q2: 21,046 shares; 2025Q3: 21,050 shares; 2025Q4: 21,284 shares; 2026Q1: 21,271 shares; 2026Q2: 21,312 shares 21,312 $1.82M 0.75% +41 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: 47,574 shares; 2024Q4: 46,628 shares; 2025Q1: 43,766 shares; 2025Q2: 43,808 shares; 2025Q3: 43,847 shares; 2025Q4: 40,276 shares; 2026Q1: 39,465 shares; 2026Q2: 39,223 shares 39,223 $1.78M 0.74% -242 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: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,500 shares; 2025Q2: 13,525 shares; 2025Q3: 13,389 shares; 2025Q4: 13,371 shares; 2026Q1: 12,673 shares; 2026Q2: 12,360 shares 12,360 $1.73M 0.71% -313 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,640 shares; 2024Q4: 29,746 shares; 2025Q1: 29,638 shares; 2025Q2: 30,117 shares; 2025Q3: 30,952 shares; 2025Q4: 30,217 shares; 2026Q1: 30,260 shares; 2026Q2: 30,336 shares 30,336 $1.57M 0.65% +76 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: 5,653 shares; 2024Q4: 5,685 shares; 2025Q1: 10,578 shares; 2025Q2: 10,646 shares; 2025Q3: 5,632 shares; 2025Q4: 5,664 shares; 2026Q1: 5,834 shares; 2026Q2: 5,901 shares 5,901 $1.5M 0.62% +67 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: 2,995 shares; 2024Q4: 2,996 shares; 2025Q1: 2,972 shares; 2025Q2: 3,188 shares; 2025Q3: 3,220 shares; 2025Q4: 3,218 shares; 2026Q1: 4,009 shares; 2026Q2: 4,039 shares 4,039 $1.44M 0.6% +30 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,861 shares; 2026Q1: 27,954 shares; 2026Q2: 28,158 shares 28,158 $1.42M 0.59% +204 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: 1,249 shares; 2026Q2: 1,233 shares 1,233 $1.42M 0.59% -16 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 2,617 shares; 2026Q2: 2,816 shares 2,816 $1.38M 0.57% +199 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,834 shares; 2026Q2: 26,202 shares 26,202 $1.37M 0.56% +368 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,468 shares; 2025Q2: 18,254 shares; 2025Q3: 18,036 shares; 2025Q4: 17,023 shares; 2026Q1: 17,538 shares; 2026Q2: 17,534 shares 17,534 $1.27M 0.52% -4 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: 4,347 shares; 2024Q4: 4,550 shares; 2025Q1: 4,054 shares; 2025Q2: 4,125 shares; 2025Q3: 4,135 shares; 2025Q4: 4,134 shares; 2026Q1: 10,515 shares; 2026Q2: 10,888 shares 10,888 $1.23M 0.51% +373 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,282 shares; 2026Q2: 6,678 shares 6,678 $1.21M 0.5% +1,396 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: 1,079 shares; 2024Q4: 1,079 shares; 2025Q1: 1,079 shares; 2025Q2: 1,123 shares; 2025Q3: 1,130 shares; 2025Q4: 1,300 shares; 2026Q1: 2,067 shares; 2026Q2: 2,127 shares 2,127 $1.2M 0.49% +60 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,190 shares; 2024Q4: 8,437 shares; 2025Q1: 4,630 shares; 2025Q2: 4,697 shares; 2025Q3: 9,845 shares; 2025Q4: 9,812 shares; 2026Q1: 8,283 shares; 2026Q2: 8,687 shares 8,687 $1.19M 0.49% +404 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: 21,436 shares; 2024Q4: 20,907 shares; 2025Q1: 20,844 shares; 2025Q2: 14,681 shares; 2025Q3: 14,479 shares; 2025Q4: 14,442 shares; 2026Q1: 11,238 shares; 2026Q2: 11,249 shares 11,249 $1.09M 0.45% +11 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,906 shares; 2026Q2: 6,279 shares 6,279 $951K 0.39% +373 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,885 shares; 2025Q4: 31,918 shares; 2026Q1: 36,988 shares; 2026Q2: 39,381 shares 39,381 $930K 0.38% +2,393 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: 6,090 shares; 2024Q4: 6,114 shares; 2025Q1: 6,138 shares; 2025Q2: 6,199 shares; 2025Q3: 6,200 shares; 2025Q4: 6,234 shares; 2026Q1: 6,222 shares; 2026Q2: 6,167 shares 6,167 $904K 0.37% -55 Timeline DIVI 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,305 shares; 2026Q2: 20,681 shares 20,681 $883K 0.36% +1,376 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,316 shares; 2025Q2: 17,885 shares; 2025Q3: 18,118 shares; 2025Q4: 17,453 shares; 2026Q1: 17,668 shares; 2026Q2: 17,656 shares 17,656 $875K 0.36% -12 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE 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: 18,723 shares; 2025Q4: 18,472 shares; 2026Q1: 16,715 shares; 2026Q2: 17,845 shares 17,845 $867K 0.36% +1,130 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY 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: 16,963 shares; 2026Q2: 18,210 shares 18,210 $866K 0.36% +1,247 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,413 shares; 2026Q2: 20,670 shares 20,670 $847K 0.35% +257 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,172 shares; 2026Q2: 3,502 shares 3,502 $832K 0.34% +330 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 reported; 2024Q4: 970 shares; 2025Q1: 1,170 shares; 2025Q2: 1,199 shares; 2025Q3: 1,712 shares; 2025Q4: 1,773 shares; 2026Q1: 1,966 shares; 2026Q2: 1,975 shares 1,975 $831K 0.34% +9 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY 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: 2,302 shares; 2025Q4: 2,263 shares; 2026Q1: 3,123 shares; 2026Q2: 3,415 shares 3,415 $819K 0.34% +292 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY 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: 8,639 shares; 2025Q4: 8,591 shares; 2026Q1: 8,307 shares; 2026Q2: 8,958 shares 8,958 $817K 0.34% +651 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,991 shares; 2024Q4: 1,890 shares; 2025Q1: 1,891 shares; 2025Q2: 2,095 shares; 2025Q3: 2,095 shares; 2025Q4: 1,844 shares; 2026Q1: 1,808 shares; 2026Q2: 1,092 shares 1,092 $804K 0.33% -716 Timeline ADSK AUTODESK INC More: the full row for AUTODESK 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: 3,848 shares; 2026Q2: 4,135 shares 4,135 $804K 0.33% +287 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,496 shares; 2025Q4: 26,167 shares; 2026Q1: 33,661 shares; 2026Q2: 35,909 shares 35,909 $800K 0.33% +2,248 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: 3,232 shares; 2026Q1: 3,232 shares; 2026Q2: 3,428 shares 3,428 $747K 0.31% +196 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: 1,013 shares; 2024Q4: 1,013 shares; 2025Q1: 1,257 shares; 2025Q2: 1,558 shares; 2025Q3: 1,556 shares; 2025Q4: 1,555 shares; 2026Q1: 1,635 shares; 2026Q2: 1,478 shares 1,478 $740K 0.31% -157 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN 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: 7,580 shares; 2025Q4: 7,602 shares; 2026Q1: 6,006 shares; 2026Q2: 6,394 shares 6,394 $736K 0.3% +388 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: 6,269 shares; 2024Q4: 6,411 shares; 2025Q1: 2,511 shares; 2025Q2: 3,185 shares; 2025Q3: 3,128 shares; 2025Q4: 3,337 shares; 2026Q1: 3,084 shares; 2026Q2: 2,896 shares 2,896 $729K 0.3% -188 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,451 shares; 2024Q4: 5,489 shares; 2025Q1: 5,506 shares; 2025Q2: 5,515 shares; 2025Q3: 5,524 shares; 2025Q4: 5,533 shares; 2026Q1: 5,541 shares; 2026Q2: 5,548 shares 5,548 $724K 0.3% +7 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,908 shares; 2024Q4: 1,908 shares; 2025Q1: 1,908 shares; 2025Q2: 1,910 shares; 2025Q3: 1,910 shares; 2025Q4: 1,656 shares; 2026Q1: 1,656 shares; 2026Q2: 1,656 shares 1,656 $705K 0.29% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,682 shares; 2025Q2: 4,671 shares; 2025Q3: 2,108 shares; 2025Q4: 2,090 shares; 2026Q1: 4,711 shares; 2026Q2: 5,041 shares 5,041 $701K 0.29% +330 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: 1,611 shares; 2024Q4: 1,612 shares; 2025Q1: 1,438 shares; 2025Q2: 1,466 shares; 2025Q3: 1,725 shares; 2025Q4: 1,837 shares; 2026Q1: 1,957 shares; 2026Q2: 1,957 shares 1,957 $692K 0.29% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,923 shares; 2024Q4: 23,477 shares; 2025Q1: 23,494 shares; 2025Q2: 23,509 shares; 2025Q3: 23,524 shares; 2025Q4: 23,540 shares; 2026Q1: 23,441 shares; 2026Q2: 23,421 shares 23,421 $678K 0.28% -20 Timeline LTPZ 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: 32,948 shares; 2024Q4: 19,105 shares; 2025Q1: 20,493 shares; 2025Q2: 21,454 shares; 2025Q3: 22,107 shares; 2025Q4: 22,199 shares; 2026Q1: 15,169 shares; 2026Q2: 13,241 shares 13,241 $671K 0.28% -1,928 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,421 shares; 2025Q2: 5,441 shares; 2025Q3: 8,621 shares; 2025Q4: 8,529 shares; 2026Q1: 5,487 shares; 2026Q2: 5,826 shares 5,826 $606K 0.25% +339 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: 1,129 shares; 2024Q4: 1,121 shares; 2025Q1: 1,121 shares; 2025Q2: 1,241 shares; 2025Q3: 1,241 shares; 2025Q4: 1,241 shares; 2026Q1: 1,223 shares; 2026Q2: 4,750 shares 4,750 $590K 0.24% +3,527 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,672 shares; 2025Q4: 1,823 shares; 2026Q1: 2,061 shares; 2026Q2: 2,186 shares 2,186 $569K 0.23% +125 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: 2,277 shares; 2024Q4: 2,291 shares; 2025Q1: 2,303 shares; 2025Q2: 2,318 shares; 2025Q3: 3,905 shares; 2025Q4: 3,940 shares; 2026Q1: 3,964 shares; 2026Q2: 3,564 shares 3,564 $557K 0.23% -400 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,117 shares; 2024Q4: 26,421 shares; 2025Q1: 25,568 shares; 2025Q2: 25,719 shares; 2025Q3: 25,843 shares; 2025Q4: 31,906 shares; 2026Q1: 22,508 shares; 2026Q2: 22,222 shares 22,222 $510K 0.21% -286 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,742 shares; 2025Q1: 10,847 shares; 2025Q2: 13,723 shares; 2025Q3: 14,235 shares; 2025Q4: 14,562 shares; 2026Q1: 13,561 shares; 2026Q2: 13,466 shares 13,466 $448K 0.19% -95 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: 3,757 shares; 2024Q4: 3,661 shares; 2025Q1: 3,509 shares; 2025Q2: 3,376 shares; 2025Q3: 3,283 shares; 2025Q4: 3,188 shares; 2026Q1: 3,114 shares; 2026Q2: 3,053 shares 3,053 $447K 0.18% -61 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,101 shares; 2024Q4: 6,882 shares; 2025Q1: 8,036 shares; 2025Q2: 8,048 shares; 2025Q3: 8,063 shares; 2025Q4: 8,440 shares; 2026Q1: 5,741 shares; 2026Q2: 5,694 shares 5,694 $429K 0.18% -47 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,983 shares; 2025Q1: 11,954 shares; 2025Q2: 22,355 shares; 2025Q3: 23,261 shares; 2025Q4: 23,261 shares; 2026Q1: 24,679 shares; 2026Q2: 25,505 shares 25,505 $424K 0.17% +826 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: 794 shares; 2024Q4: 795 shares; 2025Q1: 796 shares; 2025Q2: 796 shares; 2025Q3: 797 shares; 2025Q4: 797 shares; 2026Q1: 797 shares; 2026Q2: 4,779 shares 4,779 $412K 0.17% +3,982 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,088 shares 1,088 $407K 0.17% new 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: 378 shares; 2026Q2: 380 shares 380 $405K 0.17% +2 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,680 shares; 2025Q3: 5,680 shares; 2025Q4: 5,131 shares; 2026Q1: 4,726 shares; 2026Q2: 4,071 shares 4,071 $389K 0.16% -655 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: 10,526 shares; 2024Q4: 10,090 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,896 shares; 2026Q2: 27,937 shares 27,937 $388K 0.16% +1,041 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 619 shares; 2025Q4: 619 shares; 2026Q1: 1,275 shares; 2026Q2: 1,003 shares 1,003 $379K 0.16% -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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,887 shares; 2025Q3: 6,945 shares; 2025Q4: 7,313 shares; 2026Q1: 7,354 shares; 2026Q2: 7,416 shares 7,416 $375K 0.15% +62 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 727 shares; 2026Q2: 764 shares 764 $365K 0.15% +37 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: 6,606 shares; 2024Q4: 13,052 shares; 2025Q1: 13,052 shares; 2025Q2: 13,070 shares; 2025Q3: 13,070 shares; 2025Q4: 13,085 shares; 2026Q1: 13,085 shares; 2026Q2: 13,086 shares 13,086 $362K 0.15% +1 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,388 shares; 2026Q1: 2,388 shares; 2026Q2: 2,388 shares 2,388 $354K 0.15% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,034 shares; 2024Q4: 1,035 shares; 2025Q1: 1,025 shares; 2025Q2: 1,037 shares; 2025Q3: 936 shares; 2025Q4: 939 shares; 2026Q1: 950 shares; 2026Q2: 1,258 shares 1,258 $354K 0.15% +308 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,156 shares; 2024Q4: 2,998 shares; 2025Q1: 2,962 shares; 2025Q2: 2,965 shares; 2025Q3: 2,977 shares; 2025Q4: 2,979 shares; 2026Q1: 2,982 shares; 2026Q2: 2,993 shares 2,993 $352K 0.15% +11 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: 881 shares; 2024Q4: 881 shares; 2025Q1: 881 shares; 2025Q2: 902 shares; 2025Q3: 905 shares; 2025Q4: 908 shares; 2026Q1: 984 shares; 2026Q2: 1,022 shares 1,022 $351K 0.14% +38 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,455 shares; 2026Q2: 3,455 shares 3,455 $348K 0.14% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,457 shares; 2025Q2: 1,518 shares; 2025Q3: 4,229 shares; 2025Q4: 4,122 shares; 2026Q1: 1,811 shares; 2026Q2: 1,950 shares 1,950 $343K 0.14% +139 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,083 shares; 2025Q2: 3,124 shares; 2025Q3: 3,446 shares; 2025Q4: 3,468 shares; 2026Q1: 3,484 shares; 2026Q2: 3,455 shares 3,455 $339K 0.14% -29 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,783 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,461 shares; 2026Q2: 10,108 shares 10,108 $336K 0.14% +647 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,694 shares 16,694 $327K 0.14% new Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS 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: 3,775 shares; 2026Q2: 4,049 shares 4,049 $323K 0.13% +274 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: 227 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 265 shares 265 $317K 0.13% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,038 shares; 2025Q4: 1,308 shares; 2026Q1: 1,030 shares; 2026Q2: 1,046 shares 1,046 $317K 0.13% +16 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,943 shares; 2026Q1: 5,556 shares; 2026Q2: 5,510 shares 5,510 $310K 0.13% -46 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: 3,715 shares; 2024Q4: 3,742 shares; 2025Q1: 3,742 shares; 2025Q2: 3,811 shares; 2025Q3: 3,771 shares; 2025Q4: 3,804 shares; 2026Q1: 3,765 shares; 2026Q2: 3,771 shares 3,771 $306K 0.13% +6 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,107 shares; 2025Q4: 4,457 shares; 2026Q1: 3,721 shares; 2026Q2: 3,973 shares 3,973 $304K 0.13% +252 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES 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: 12,288 shares; 2026Q2: 14,139 shares 14,139 $303K 0.12% +1,851 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,057 shares; 2025Q4: 2,043 shares; 2026Q1: 2,497 shares; 2026Q2: 2,659 shares 2,659 $302K 0.12% +162 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 713 shares; 2025Q2: 713 shares; 2025Q3: 713 shares; 2025Q4: 713 shares; 2026Q1: 813 shares; 2026Q2: 813 shares 813 $299K 0.12% 0 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,465 shares; 2025Q4: 5,498 shares; 2026Q1: 5,507 shares; 2026Q2: 5,612 shares 5,612 $299K 0.12% +105 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: 252 shares 252 $296K 0.12% new 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: 507 shares 507 $295K 0.12% new Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,553 shares; 2024Q4: 13,606 shares; 2025Q1: 13,606 shares; 2025Q2: 12,706 shares; 2025Q3: 12,869 shares; 2025Q4: 12,920 shares; 2026Q1: 8,646 shares; 2026Q2: 8,682 shares 8,682 $283K 0.12% +36 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: 789 shares; 2024Q4: 790 shares; 2025Q1: 791 shares; 2025Q2: 792 shares; 2025Q3: 806 shares; 2025Q4: 806 shares; 2026Q1: 837 shares; 2026Q2: 836 shares 836 $283K 0.12% -1 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: 1,421 shares; 2024Q4: 1,424 shares; 2025Q1: 1,427 shares; 2025Q2: 1,428 shares; 2025Q3: 1,431 shares; 2025Q4: 1,434 shares; 2026Q1: not reported; 2026Q2: 1,526 shares 1,526 $282K 0.12% new Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,994 shares; 2025Q4: not reported; 2026Q1: 8,564 shares; 2026Q2: 9,160 shares 9,160 $277K 0.11% +596 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 866 shares; 2024Q4: 870 shares; 2025Q1: 3,544 shares; 2025Q2: 3,586 shares; 2025Q3: 878 shares; 2025Q4: 880 shares; 2026Q1: 884 shares; 2026Q2: 1,023 shares 1,023 $277K 0.11% +139 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: 7,453 shares; 2024Q4: 7,453 shares; 2025Q1: 7,453 shares; 2025Q2: 7,453 shares; 2025Q3: 7,453 shares; 2025Q4: 7,453 shares; 2026Q1: 7,453 shares; 2026Q2: 7,453 shares 7,453 $276K 0.11% 0 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: 18,141 shares; 2024Q4: 15,463 shares; 2025Q1: 15,054 shares; 2025Q2: 14,715 shares; 2025Q3: 14,813 shares; 2025Q4: 13,433 shares; 2026Q1: 13,249 shares; 2026Q2: 12,100 shares 12,100 $276K 0.11% -1,149 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $273K 0.11% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,744 shares; 2026Q2: 4,008 shares 4,008 $272K 0.11% +264 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,163 shares; 2024Q4: 17,674 shares; 2025Q1: 19,778 shares; 2025Q2: 19,730 shares; 2025Q3: 6,678 shares; 2025Q4: 6,479 shares; 2026Q1: 6,343 shares; 2026Q2: 6,754 shares 6,754 $270K 0.11% +411 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: 16,077 shares; 2024Q4: 16,495 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,243 shares 2,243 $263K 0.11% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,369 shares; 2026Q1: 3,285 shares; 2026Q2: 3,162 shares 3,162 $261K 0.11% -123 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; 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: 2,221 shares; 2026Q2: 2,408 shares 2,408 $261K 0.11% +187 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY 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: 9,977 shares; 2025Q4: not reported; 2026Q1: 9,619 shares; 2026Q2: 10,257 shares 10,257 $260K 0.11% +638 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,951 shares; 2024Q4: 47,008 shares; 2025Q1: 40,639 shares; 2025Q2: 43,465 shares; 2025Q3: 41,650 shares; 2025Q4: 38,678 shares; 2026Q1: 12,738 shares; 2026Q2: 12,479 shares 12,479 $258K 0.11% -259 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,136 shares; 2026Q1: 1,226 shares; 2026Q2: 1,235 shares 1,235 $258K 0.11% +9 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: 1,228 shares; 2024Q4: 1,250 shares; 2025Q1: 717 shares; 2025Q2: 736 shares; 2025Q3: 747 shares; 2025Q4: 735 shares; 2026Q1: 804 shares; 2026Q2: 729 shares 729 $257K 0.11% -75 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: 1,398 shares; 2025Q2: 1,405 shares; 2025Q3: 1,635 shares; 2025Q4: 1,593 shares; 2026Q1: 1,467 shares; 2026Q2: 1,530 shares 1,530 $254K 0.1% +63 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: 3,634 shares; 2024Q4: 3,667 shares; 2025Q1: 3,683 shares; 2025Q2: 3,706 shares; 2025Q3: 3,732 shares; 2025Q4: 3,775 shares; 2026Q1: 3,788 shares; 2026Q2: 3,809 shares 3,809 $253K 0.1% +21 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,174 shares; 2025Q4: 4,077 shares; 2026Q1: 3,166 shares; 2026Q2: 3,367 shares 3,367 $251K 0.1% +201 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: 2,821 shares; 2024Q4: 2,914 shares; 2025Q1: 5,061 shares; 2025Q2: 5,056 shares; 2025Q3: 1,595 shares; 2025Q4: 1,548 shares; 2026Q1: 1,691 shares; 2026Q2: 1,801 shares 1,801 $250K 0.1% +110 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,661 shares; 2026Q2: 3,934 shares 3,934 $244K 0.1% +273 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,510 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,637 shares 1,637 $238K 0.1% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,756 shares; 2026Q2: 1,847 shares 1,847 $237K 0.1% +91 Timeline APA APA CORPORATION More: the full row for APA 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: 10,381 shares; 2025Q4: 10,199 shares; 2026Q1: 6,789 shares; 2026Q2: 7,279 shares 7,279 $237K 0.1% +490 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: 4,600 shares; 2025Q2: 2,925 shares; 2025Q3: 2,838 shares; 2025Q4: 2,338 shares; 2026Q1: 2,138 shares; 2026Q2: 2,017 shares 2,017 $235K 0.1% -121 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,779 shares; 2026Q2: 7,322 shares 7,322 $234K 0.1% +543 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,036 shares; 2026Q2: 5,414 shares 5,414 $234K 0.1% +378 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: 2,531 shares; 2024Q4: not reported; 2025Q1: 2,545 shares; 2025Q2: 2,443 shares; 2025Q3: 2,443 shares; 2025Q4: 2,474 shares; 2026Q1: 2,345 shares; 2026Q2: 2,239 shares 2,239 $233K 0.1% -106 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: not reported; 2026Q1: 1,595 shares; 2026Q2: 1,714 shares 1,714 $232K 0.1% +119 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,363 shares; 2026Q2: 2,392 shares 2,392 $230K 0.09% +29 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,691 shares; 2026Q2: 3,949 shares 3,949 $228K 0.09% +258 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,977 shares; 2025Q2: not reported; 2025Q3: 9,883 shares; 2025Q4: 9,777 shares; 2026Q1: 7,592 shares; 2026Q2: 8,191 shares 8,191 $224K 0.09% +599 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES 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: 3,730 shares; 2026Q2: 4,212 shares 4,212 $222K 0.09% +482 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 882 shares 882 $214K 0.09% new Timeline ALLE ALLEGION PLC More: the full row for ALLEGION 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: 1,377 shares; 2026Q2: 1,491 shares 1,491 $209K 0.09% +114 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 692 shares 692 $206K 0.09% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,979 shares; 2024Q4: 1,984 shares; 2025Q1: 1,988 shares; 2025Q2: 2,262 shares; 2025Q3: 2,238 shares; 2025Q4: 2,442 shares; 2026Q1: 2,402 shares; 2026Q2: 2,230 shares 2,230 $202K 0.08% -172 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 196 shares; 2025Q2: 201 shares; 2025Q3: 235 shares; 2025Q4: 699 shares; 2026Q1: 427 shares; 2026Q2: 458 shares 458 $200K 0.08% +31 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,096 shares; 2024Q4: 16,429 shares; 2025Q1: 16,771 shares; 2025Q2: 17,114 shares; 2025Q3: 17,454 shares; 2025Q4: 17,794 shares; 2026Q1: 18,137 shares; 2026Q2: 18,468 shares 18,468 $199K 0.08% +331 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,709 shares 10,709 $199K 0.08% new Timeline GPUS HYPERSCALE DATA INC More: the full row for HYPERSCALE DATA 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: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $2.11K <0.01% 0 Timeline