LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 470,351 shares; 2024Q4: 455,036 shares; 2025Q1: 449,236 shares; 2025Q2: 429,383 shares; 2025Q3: 449,140 shares; 2025Q4: 449,140 shares; 2026Q1: 449,140 shares; 2026Q2: 449,140 shares 449,140 $99M 23.2% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 296,674 shares; 2024Q4: 292,976 shares; 2025Q1: 288,935 shares; 2025Q2: 289,201 shares; 2025Q3: 289,960 shares; 2025Q4: 288,475 shares; 2026Q1: 288,878 shares; 2026Q2: 289,330 shares 289,330 $47.5M 11.13% +452 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: 52,229 shares; 2024Q4: 66,626 shares; 2025Q1: 51,475 shares; 2025Q2: 48,616 shares; 2025Q3: 51,602 shares; 2025Q4: 51,627 shares; 2026Q1: 51,689 shares; 2026Q2: 51,744 shares 51,744 $38.6M 9.05% +55 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: 281,861 shares; 2024Q4: 321,861 shares; 2025Q1: 369,659 shares; 2025Q2: 370,808 shares; 2025Q3: 374,808 shares; 2025Q4: 342,706 shares; 2026Q1: 342,706 shares; 2026Q2: 346,378 shares 346,378 $33.5M 7.84% +3,672 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: 29,360 shares; 2024Q4: 29,409 shares; 2025Q1: 29,436 shares; 2025Q2: 29,436 shares; 2025Q3: 29,460 shares; 2025Q4: 29,505 shares; 2026Q1: 29,529 shares; 2026Q2: 29,552 shares 29,552 $20.3M 4.75% +23 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: 19,405 shares; 2024Q4: 45,228 shares; 2025Q1: 64,393 shares; 2025Q2: 65,254 shares; 2025Q3: 65,683 shares; 2025Q4: 45,510 shares; 2026Q1: 50,216 shares; 2026Q2: 48,016 shares 48,016 $17.8M 4.16% -2,200 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,087 shares; 2024Q4: 43,233 shares; 2025Q1: 43,226 shares; 2025Q2: 43,132 shares; 2025Q3: 43,126 shares; 2025Q4: 43,126 shares; 2026Q1: 43,920 shares; 2026Q2: 175,680 shares 175,680 $14.2M 3.32% +131,760 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: 26,580 shares; 2024Q4: 26,613 shares; 2025Q1: 26,612 shares; 2025Q2: 26,612 shares; 2025Q3: 26,612 shares; 2025Q4: 26,562 shares; 2026Q1: 26,562 shares; 2026Q2: 159,372 shares 159,372 $13.7M 3.22% +132,810 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 reported; 2024Q4: not reported; 2025Q1: 101,150 shares; 2025Q2: 101,921 shares; 2025Q3: 104,639 shares; 2025Q4: 108,671 shares; 2026Q1: 116,664 shares; 2026Q2: 116,607 shares 116,607 $11.9M 2.79% -57 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: 100,389 shares; 2024Q4: 102,608 shares; 2025Q1: 102,603 shares; 2025Q2: 102,603 shares; 2025Q3: 102,603 shares; 2025Q4: 102,090 shares; 2026Q1: 102,090 shares; 2026Q2: 102,090 shares 102,090 $8.46M 1.98% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,881 shares; 2024Q4: 104,390 shares; 2025Q1: 54,147 shares; 2025Q2: 54,065 shares; 2025Q3: 54,166 shares; 2025Q4: 54,295 shares; 2026Q1: 54,340 shares; 2026Q2: 54,424 shares 54,424 $8.07M 1.89% +84 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: 45,619 shares; 2024Q4: 45,621 shares; 2025Q1: 52,392 shares; 2025Q2: 28,603 shares; 2025Q3: 33,228 shares; 2025Q4: 39,692 shares; 2026Q1: 32,234 shares; 2026Q2: 31,373 shares 31,373 $6.88M 1.61% -861 Timeline GII 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: 7,258 shares; 2025Q1: 86,028 shares; 2025Q2: 84,740 shares; 2025Q3: 87,542 shares; 2025Q4: 82,867 shares; 2026Q1: 96,276 shares; 2026Q2: 86,166 shares 86,166 $6.52M 1.53% -10,110 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,045 shares; 2026Q1: 20,802 shares; 2026Q2: 20,793 shares 20,793 $6.25M 1.46% -9 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: 24,812 shares; 2024Q4: 24,954 shares; 2025Q1: 24,945 shares; 2025Q2: 24,945 shares; 2025Q3: 24,945 shares; 2025Q4: 24,820 shares; 2026Q1: 24,820 shares; 2026Q2: 24,820 shares 24,820 $5.41M 1.27% 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: 102,305 shares; 2024Q4: 102,305 shares; 2025Q1: 102,305 shares; 2025Q2: 102,305 shares; 2025Q3: 93,305 shares; 2025Q4: 93,305 shares; 2026Q1: 93,305 shares; 2026Q2: 93,305 shares 93,305 $5.32M 1.25% 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: 34,424 shares; 2024Q4: 33,859 shares; 2025Q1: 33,863 shares; 2025Q2: 33,713 shares; 2025Q3: 33,327 shares; 2025Q4: 33,231 shares; 2026Q1: 33,235 shares; 2026Q2: 33,240 shares 33,240 $5.25M 1.23% +5 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: 18,178 shares; 2024Q4: 18,242 shares; 2025Q1: 18,239 shares; 2025Q2: 18,240 shares; 2025Q3: 18,240 shares; 2025Q4: 22,471 shares; 2026Q1: 22,647 shares; 2026Q2: 22,647 shares 22,647 $4.82M 1.13% 0 Timeline SPD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,083 shares; 2024Q4: 79,133 shares; 2025Q1: 82,733 shares; 2025Q2: 83,322 shares; 2025Q3: 85,839 shares; 2025Q4: 104,611 shares; 2026Q1: 115,605 shares; 2026Q2: 115,625 shares 115,625 $4.8M 1.12% +20 Timeline MLPX 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: 49,308 shares; 2024Q4: 49,308 shares; 2025Q1: 49,310 shares; 2025Q2: 48,421 shares; 2025Q3: 49,492 shares; 2025Q4: 66,367 shares; 2026Q1: 61,655 shares; 2026Q2: 61,408 shares 61,408 $4.52M 1.06% -247 Timeline PFFV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,496 shares; 2024Q4: 140,837 shares; 2025Q1: 227,550 shares; 2025Q2: 227,653 shares; 2025Q3: 287,455 shares; 2025Q4: 258,059 shares; 2026Q1: 257,596 shares; 2026Q2: 201,430 shares 201,430 $4.44M 1.04% -56,166 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,930 shares; 2024Q4: 28,760 shares; 2025Q1: 46,051 shares; 2025Q2: 17,933 shares; 2025Q3: 12,721 shares; 2025Q4: 39,154 shares; 2026Q1: 100,146 shares; 2026Q2: 95,660 shares 95,660 $3.75M 0.88% -4,486 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: 14,365 shares; 2024Q4: 14,439 shares; 2025Q1: 14,434 shares; 2025Q2: 14,434 shares; 2025Q3: 14,434 shares; 2025Q4: 14,365 shares; 2026Q1: 14,365 shares; 2026Q2: 14,365 shares 14,365 $3.48M 0.82% 0 Timeline QLTY GMO ETF TRUST More: the full row for GMO 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: 49,873 shares; 2026Q2: 81,959 shares 81,959 $3.41M 0.8% +32,086 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: 4,100 shares; 2024Q4: 4,100 shares; 2025Q1: 4,100 shares; 2025Q2: 4,100 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares; 2026Q1: 4,100 shares; 2026Q2: 4,100 shares 4,100 $3.07M 0.72% 0 Timeline BINV 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,677 shares; 2026Q2: 67,480 shares 67,480 $2.83M 0.66% +6,803 Timeline CWI 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: 8,985 shares; 2025Q4: 82,334 shares; 2026Q1: 70,561 shares; 2026Q2: 69,130 shares 69,130 $2.81M 0.66% -1,431 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,486 shares; 2024Q4: 25,240 shares; 2025Q1: 29,255 shares; 2025Q2: 28,674 shares; 2025Q3: 27,326 shares; 2025Q4: 27,343 shares; 2026Q1: 30,432 shares; 2026Q2: 30,215 shares 30,215 $2.71M 0.64% -217 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,160 shares; 2024Q4: 23,485 shares; 2025Q1: 23,485 shares; 2025Q2: 25,541 shares; 2025Q3: 30,677 shares; 2025Q4: 60,758 shares; 2026Q1: 56,743 shares; 2026Q2: 56,991 shares 56,991 $2.58M 0.61% +248 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: 2,234 shares; 2024Q4: 2,951 shares; 2025Q1: 2,951 shares; 2025Q2: 1,194 shares; 2025Q3: 1,194 shares; 2025Q4: 3,769 shares; 2026Q1: 5,384 shares; 2026Q2: 5,384 shares 5,384 $1.92M 0.45% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,440 shares; 2024Q4: 9,442 shares; 2025Q1: 9,443 shares; 2025Q2: 9,185 shares; 2025Q3: 9,271 shares; 2025Q4: 9,274 shares; 2026Q1: 9,275 shares; 2026Q2: 9,191 shares 9,191 $1.82M 0.43% -84 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: 3,385 shares; 2024Q4: 3,914 shares; 2025Q1: 4,414 shares; 2025Q2: 4,310 shares; 2025Q3: 4,390 shares; 2025Q4: 4,500 shares; 2026Q1: 4,709 shares; 2026Q2: 4,679 shares 4,679 $1.75M 0.41% -30 Timeline VPX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 54,685 shares 54,685 $1.62M 0.38% new 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: 2,347 shares; 2024Q4: 2,347 shares; 2025Q1: 2,729 shares; 2025Q2: 3,107 shares; 2025Q3: 3,345 shares; 2025Q4: 3,345 shares; 2026Q1: 3,320 shares; 2026Q2: 3,220 shares 3,220 $1.61M 0.38% -100 Timeline EWJV 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: 38,621 shares; 2026Q1: 35,666 shares; 2026Q2: 35,666 shares 35,666 $1.57M 0.37% 0 Timeline RSPH 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: 37,998 shares; 2024Q4: 38,001 shares; 2025Q1: 38,004 shares; 2025Q2: 37,628 shares; 2025Q3: 37,632 shares; 2025Q4: 37,635 shares; 2026Q1: 46,212 shares; 2026Q2: 45,806 shares 45,806 $1.52M 0.36% -406 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: 6,089 shares; 2024Q4: 6,089 shares; 2025Q1: 6,089 shares; 2025Q2: 5,675 shares; 2025Q3: 5,675 shares; 2025Q4: 5,676 shares; 2026Q1: 5,631 shares; 2026Q2: 7,955 shares 7,955 $1.32M 0.31% +2,324 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 832 shares; 2024Q4: 2,260 shares; 2025Q1: 1,765 shares; 2025Q2: 1,773 shares; 2025Q3: 1,773 shares; 2025Q4: 1,773 shares; 2026Q1: 1,873 shares; 2026Q2: 1,873 shares 1,873 $1.08M 0.25% 0 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: 2,309 shares; 2024Q4: 2,409 shares; 2025Q1: 2,434 shares; 2025Q2: 2,244 shares; 2025Q3: 2,344 shares; 2025Q4: 2,344 shares; 2026Q1: 2,588 shares; 2026Q2: 2,588 shares 2,588 $978K 0.23% 0 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF 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: 22,739 shares; 2026Q1: 22,739 shares; 2026Q2: 22,687 shares 22,687 $875K 0.21% -52 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: 741 shares; 2026Q2: 741 shares 741 $871K 0.2% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,031 shares; 2024Q4: 1,031 shares; 2025Q1: 1,031 shares; 2025Q2: 1,126 shares; 2025Q3: 1,126 shares; 2025Q4: 1,946 shares; 2026Q1: 2,590 shares; 2026Q2: 2,590 shares 2,590 $848K 0.2% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,721 shares; 2024Q4: 18,721 shares; 2025Q1: 18,722 shares; 2025Q2: 24,068 shares; 2025Q3: 24,540 shares; 2025Q4: 24,542 shares; 2026Q1: 36,454 shares; 2026Q2: 40,528 shares 40,528 $839K 0.2% +4,074 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,760 shares; 2025Q3: 5,760 shares; 2025Q4: 5,760 shares; 2026Q1: 7,185 shares; 2026Q2: 7,185 shares 7,185 $814K 0.19% 0 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,572 shares; 2024Q4: 12,572 shares; 2025Q1: 12,572 shares; 2025Q2: 12,572 shares; 2025Q3: 12,572 shares; 2025Q4: 12,572 shares; 2026Q1: 12,572 shares; 2026Q2: 12,572 shares 12,572 $804K 0.19% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS 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: 1,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,793 shares; 2026Q2: 2,820 shares 2,820 $789K 0.18% +27 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,510 shares 21,510 $726K 0.17% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,300 shares; 2024Q4: 5,300 shares; 2025Q1: 5,300 shares; 2025Q2: 5,300 shares; 2025Q3: 5,300 shares; 2025Q4: 5,300 shares; 2026Q1: 5,890 shares; 2026Q2: 5,890 shares 5,890 $693K 0.16% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares; 2026Q1: 1,540 shares; 2026Q2: 1,540 shares 1,540 $667K 0.16% 0 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: 7,799 shares; 2024Q4: 7,799 shares; 2025Q1: 7,724 shares; 2025Q2: 5,300 shares; 2025Q3: 5,315 shares; 2025Q4: 4,045 shares; 2026Q1: 3,946 shares; 2026Q2: 3,231 shares 3,231 $646K 0.15% -715 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,200 shares; 2025Q3: 13,300 shares; 2025Q4: 12,100 shares; 2026Q1: 12,075 shares; 2026Q2: 12,075 shares 12,075 $646K 0.15% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,030 shares; 2024Q4: 3,030 shares; 2025Q1: 3,030 shares; 2025Q2: 3,171 shares; 2025Q3: 3,261 shares; 2025Q4: 3,262 shares; 2026Q1: 6,770 shares; 2026Q2: 6,595 shares 6,595 $631K 0.15% -175 Timeline JEPQ 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: 13,740 shares; 2024Q4: 17,890 shares; 2025Q1: 23,546 shares; 2025Q2: 13,206 shares; 2025Q3: 12,207 shares; 2025Q4: 12,158 shares; 2026Q1: 9,660 shares; 2026Q2: 9,560 shares 9,560 $588K 0.14% -100 Timeline GDX 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: 15,805 shares; 2024Q4: 15,755 shares; 2025Q1: 15,755 shares; 2025Q2: 4,055 shares; 2025Q3: 4,255 shares; 2025Q4: 4,255 shares; 2026Q1: 7,530 shares; 2026Q2: 7,530 shares 7,530 $568K 0.13% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,554 shares; 2024Q4: 2,554 shares; 2025Q1: 1,759 shares; 2025Q2: 1,736 shares; 2025Q3: 1,736 shares; 2025Q4: 1,736 shares; 2026Q1: 4,177 shares; 2026Q2: 4,177 shares 4,177 $529K 0.12% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES 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: 2,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 3,450 shares 3,450 $510K 0.12% -550 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,106 shares; 2025Q4: 2,106 shares; 2026Q1: 2,106 shares; 2026Q2: 2,106 shares 2,106 $502K 0.12% 0 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY 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: 7,841 shares; 2025Q4: 7,842 shares; 2026Q1: 11,736 shares; 2026Q2: 11,237 shares 11,237 $476K 0.11% -499 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,500 shares; 2024Q4: 3,295 shares; 2025Q1: 5,875 shares; 2025Q2: 5,995 shares; 2025Q3: 6,135 shares; 2025Q4: 6,135 shares; 2026Q1: 4,088 shares; 2026Q2: 3,923 shares 3,923 $464K 0.11% -165 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 594 shares; 2026Q2: 594 shares 594 $429K 0.1% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $413K 0.1% 0 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: 3,497 shares; 2024Q4: 3,497 shares; 2025Q1: 3,497 shares; 2025Q2: 1,420 shares; 2025Q3: 1,420 shares; 2025Q4: 1,420 shares; 2026Q1: 1,411 shares; 2026Q2: 1,411 shares 1,411 $408K 0.1% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 612 shares; 2024Q4: 1,224 shares; 2025Q1: 1,224 shares; 2025Q2: 1,134 shares; 2025Q3: 1,134 shares; 2025Q4: 1,134 shares; 2026Q1: not reported; 2026Q2: 1,134 shares 1,134 $387K 0.09% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,400 shares; 2025Q4: not reported; 2026Q1: 1,971 shares; 2026Q2: 1,971 shares 1,971 $335K 0.08% 0 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: 723 shares; 2026Q2: 865 shares 865 $323K 0.08% +142 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,225 shares; 2024Q4: 1,225 shares; 2025Q1: 1,225 shares; 2025Q2: not reported; 2025Q3: 1,075 shares; 2025Q4: 1,075 shares; 2026Q1: 1,075 shares; 2026Q2: 1,075 shares 1,075 $321K 0.08% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,187 shares; 2026Q2: 5,187 shares 5,187 $312K 0.07% 0 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,665 shares; 2024Q4: 12,665 shares; 2025Q1: 6,296 shares; 2025Q2: 7,251 shares; 2025Q3: 7,268 shares; 2025Q4: 6,898 shares; 2026Q1: 5,845 shares; 2026Q2: 5,845 shares 5,845 $287K 0.07% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,150 shares; 2026Q1: 2,633 shares; 2026Q2: 2,633 shares 2,633 $283K 0.07% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $277K 0.06% 0 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V 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: 9,319 shares; 2026Q2: 9,662 shares 9,662 $263K 0.06% +343 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 233 shares; 2026Q1: 233 shares; 2026Q2: 208 shares 208 $249K 0.06% -25 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 304 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 125 shares 125 $249K 0.06% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,182 shares 1,182 $245K 0.06% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,309 shares; 2024Q4: 1,294 shares; 2025Q1: 1,294 shares; 2025Q2: 1,224 shares; 2025Q3: 1,074 shares; 2025Q4: 1,074 shares; 2026Q1: 1,074 shares; 2026Q2: 1,074 shares 1,074 $239K 0.06% 0 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: 519 shares; 2024Q4: 519 shares; 2025Q1: 404 shares; 2025Q2: 404 shares; 2025Q3: 404 shares; 2025Q4: 404 shares; 2026Q1: 404 shares; 2026Q2: 404 shares 404 $228K 0.05% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,490 shares; 2025Q4: 4,490 shares; 2026Q1: 4,490 shares; 2026Q2: 4,490 shares 4,490 $216K 0.05% 0 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $203K 0.05% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP 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: 5,901 shares; 2026Q2: 4,901 shares 4,901 $203K 0.05% -1,000 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,246 shares 3,246 $201K 0.05% new Timeline CNH CNH INDL N V More: the full row for CNH INDL N V 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: 10,530 shares 10,530 $118K 0.03% new Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,400 shares 15,400 $87.1K 0.02% new Timeline URG UR-ENERGY INC More: the full row for UR-ENERGY 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: 17,750 shares 17,750 $24.1K 0.01% new Timeline