IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 504,161 shares; 2024Q4: 494,879 shares; 2025Q1: 460,925 shares; 2025Q2: 251,153 shares; 2025Q3: 272,479 shares; 2025Q4: 280,814 shares; 2026Q1: 388,721 shares; 2026Q2: 656,924 shares 656,924 $492M 17.03% +268,203 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,271,236 shares; 2024Q4: 1,249,531 shares; 2025Q1: 1,298,034 shares; 2025Q2: 1,201,867 shares; 2025Q3: 1,204,563 shares; 2025Q4: 1,255,361 shares; 2026Q1: 1,338,195 shares; 2026Q2: 1,295,626 shares 1,295,626 $178M 6.17% -42,569 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,029,290 shares; 2024Q4: 2,024,950 shares; 2025Q1: 2,128,805 shares; 2025Q2: 2,231,728 shares; 2025Q3: 2,809,823 shares; 2025Q4: 2,883,894 shares; 2026Q1: 2,491,984 shares; 2026Q2: 2,526,004 shares 2,526,004 $172M 5.95% +34,020 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,337,668 shares; 2024Q4: 2,902,875 shares; 2025Q1: 2,947,966 shares; 2025Q2: 2,975,634 shares; 2025Q3: 2,525,959 shares; 2025Q4: 2,381,505 shares; 2026Q1: 2,512,196 shares; 2026Q2: 3,518,337 shares 3,518,337 $162M 5.62% +1,006,141 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 304,279 shares; 2024Q4: 322,652 shares; 2025Q1: 482,375 shares; 2025Q2: 592,200 shares; 2025Q3: 646,210 shares; 2025Q4: 920,131 shares; 2026Q1: 808,494 shares; 2026Q2: 663,124 shares 663,124 $151M 5.21% -145,370 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: 353,316 shares; 2024Q4: 382,808 shares; 2025Q1: 715,623 shares; 2025Q2: 1,482,488 shares; 2025Q3: 1,715,500 shares; 2025Q4: 2,219,576 shares; 2026Q1: 1,871,663 shares; 2026Q2: 1,236,436 shares 1,236,436 $102M 3.55% -635,227 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 770,925 shares; 2024Q4: 946,276 shares; 2025Q1: 486,350 shares; 2025Q2: 494,066 shares; 2025Q3: 112,093 shares; 2025Q4: 16,455 shares; 2026Q1: 699,395 shares; 2026Q2: 744,687 shares 744,687 $92.7M 3.21% +45,292 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 790,720 shares; 2025Q3: 1,903,468 shares; 2025Q4: 2,081,379 shares; 2026Q1: 2,123,297 shares; 2026Q2: 1,651,778 shares 1,651,778 $87.1M 3.01% -471,519 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 reported; 2024Q4: 159,464 shares; 2025Q1: 160,682 shares; 2025Q2: 158,024 shares; 2025Q3: 167,577 shares; 2025Q4: 276,924 shares; 2026Q1: 285,999 shares; 2026Q2: 212,113 shares 212,113 $72.7M 2.52% -73,886 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 1,253,300 shares; 2026Q2: 1,379,357 shares 1,379,357 $69.5M 2.41% +126,057 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: not reported; 2026Q2: 1,733,667 shares 1,733,667 $63.5M 2.2% new Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 1,585,599 shares; 2026Q2: 1,845,628 shares 1,845,628 $58.7M 2.03% +260,029 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,569,959 shares; 2024Q4: 1,762,818 shares; 2025Q1: 1,328,839 shares; 2025Q2: 2,213,749 shares; 2025Q3: 1,802,627 shares; 2025Q4: 1,663,171 shares; 2026Q1: 1,609,766 shares; 2026Q2: 691,188 shares 691,188 $52.9M 1.83% -918,578 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 1,613,221 shares; 2025Q3: 1,708,700 shares; 2025Q4: 1,776,121 shares; 2026Q1: 1,890,093 shares; 2026Q2: 1,183,232 shares 1,183,232 $51M 1.77% -706,861 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: 151,869 shares; 2024Q4: 152,572 shares; 2025Q1: 152,495 shares; 2025Q2: 154,594 shares; 2025Q3: 143,697 shares; 2025Q4: 131,912 shares; 2026Q1: 133,202 shares; 2026Q2: 134,089 shares 134,089 $38.8M 1.34% +887 Timeline TLH 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: 223,502 shares; 2025Q2: 321,706 shares; 2025Q3: 459,459 shares; 2025Q4: 478,650 shares; 2026Q1: 497,532 shares; 2026Q2: 371,123 shares 371,123 $37.2M 1.29% -126,409 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: 41,624 shares; 2024Q4: 40,542 shares; 2025Q1: 39,291 shares; 2025Q2: 38,878 shares; 2025Q3: 39,055 shares; 2025Q4: 36,026 shares; 2026Q1: 1,392,227 shares; 2026Q2: 1,544,278 shares 1,544,278 $35.2M 1.22% +152,051 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 335,835 shares; 2024Q4: 371,962 shares; 2025Q1: 270,937 shares; 2025Q2: 286,448 shares; 2025Q3: 308,304 shares; 2025Q4: 318,485 shares; 2026Q1: 333,020 shares; 2026Q2: 366,798 shares 366,798 $34.7M 1.2% +33,778 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: not reported; 2026Q2: 1,151,918 shares 1,151,918 $32.3M 1.12% 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: 51,847 shares; 2024Q4: 55,690 shares; 2025Q1: 58,532 shares; 2025Q2: 63,333 shares; 2025Q3: 69,838 shares; 2025Q4: 74,416 shares; 2026Q1: 161,519 shares; 2026Q2: 165,718 shares 165,718 $30.6M 1.06% +4,199 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: 95,473 shares; 2024Q4: 94,905 shares; 2025Q1: 95,118 shares; 2025Q2: 96,451 shares; 2025Q3: 98,387 shares; 2025Q4: 96,077 shares; 2026Q1: 56,606 shares; 2026Q2: 59,463 shares 59,463 $28.4M 0.98% +2,857 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: 27,088 shares; 2024Q4: 27,963 shares; 2025Q1: 29,376 shares; 2025Q2: 29,976 shares; 2025Q3: 31,535 shares; 2025Q4: 31,852 shares; 2026Q1: 32,563 shares; 2026Q2: 35,555 shares 35,555 $26.2M 0.91% +2,992 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: 71,838 shares; 2024Q4: 73,091 shares; 2025Q1: 73,577 shares; 2025Q2: 74,591 shares; 2025Q3: 76,885 shares; 2025Q4: 77,427 shares; 2026Q1: 72,968 shares; 2026Q2: 77,083 shares 77,083 $25.2M 0.87% +4,115 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,974 shares; 2024Q4: 58,393 shares; 2025Q1: 61,236 shares; 2025Q2: 60,502 shares; 2025Q3: 52,263 shares; 2025Q4: 56,536 shares; 2026Q1: 85,435 shares; 2026Q2: 89,131 shares 89,131 $25M 0.87% +3,696 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: 114,505 shares; 2024Q4: 113,061 shares; 2025Q1: 109,959 shares; 2025Q2: 108,978 shares; 2025Q3: 106,472 shares; 2025Q4: 99,876 shares; 2026Q1: 64,074 shares; 2026Q2: 65,945 shares 65,945 $24.9M 0.86% +1,871 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,879 shares; 2024Q4: 77,371 shares; 2025Q1: 78,798 shares; 2025Q2: 80,971 shares; 2025Q3: 85,367 shares; 2025Q4: 89,263 shares; 2026Q1: 92,545 shares; 2026Q2: 98,239 shares 98,239 $24.2M 0.84% +5,694 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST 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: not reported; 2026Q1: not reported; 2026Q2: 476,292 shares 476,292 $24M 0.83% new 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: 9,143 shares; 2024Q4: 8,757 shares; 2025Q1: 8,651 shares; 2025Q2: 9,011 shares; 2025Q3: 8,998 shares; 2025Q4: 9,145 shares; 2026Q1: 9,148 shares; 2026Q2: 90,288 shares 90,288 $22.9M 0.79% +81,140 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: 95,340 shares; 2024Q4: 100,895 shares; 2025Q1: 106,350 shares; 2025Q2: 114,764 shares; 2025Q3: 127,915 shares; 2025Q4: 137,269 shares; 2026Q1: 162,408 shares; 2026Q2: 174,917 shares 174,917 $22.5M 0.78% +12,509 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 115,025 shares 115,025 $21.8M 0.76% 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: 190,371 shares; 2024Q4: 192,450 shares; 2025Q1: 192,947 shares; 2025Q2: 195,806 shares; 2025Q3: 203,150 shares; 2025Q4: 205,534 shares; 2026Q1: 169,499 shares; 2026Q2: 181,075 shares 181,075 $20.5M 0.71% +11,576 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,635 shares; 2024Q4: 92,765 shares; 2025Q1: 95,858 shares; 2025Q2: 100,471 shares; 2025Q3: 107,407 shares; 2025Q4: 113,340 shares; 2026Q1: 132,295 shares; 2026Q2: 142,449 shares 142,449 $20.4M 0.71% +10,154 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: 78,091 shares; 2024Q4: 83,297 shares; 2025Q1: 86,921 shares; 2025Q2: 92,703 shares; 2025Q3: 101,802 shares; 2025Q4: 109,061 shares; 2026Q1: 136,762 shares; 2026Q2: 146,401 shares 146,401 $19.8M 0.69% +9,639 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,330 shares; 2024Q4: 63,523 shares; 2025Q1: 67,348 shares; 2025Q2: 72,881 shares; 2025Q3: 79,903 shares; 2025Q4: 85,712 shares; 2026Q1: 120,046 shares; 2026Q2: 131,311 shares 131,311 $17.8M 0.62% +11,265 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,216 shares; 2024Q4: 84,580 shares; 2025Q1: 84,333 shares; 2025Q2: 84,125 shares; 2025Q3: 87,703 shares; 2025Q4: 87,829 shares; 2026Q1: 87,081 shares; 2026Q2: 92,308 shares 92,308 $17.5M 0.61% +5,227 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA 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: 134,670 shares 134,670 $14.4M 0.5% new 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: 49,365 shares; 2024Q4: 49,689 shares; 2025Q1: 49,659 shares; 2025Q2: 49,800 shares; 2025Q3: 47,779 shares; 2025Q4: 46,649 shares; 2026Q1: 46,172 shares; 2026Q2: 38,694 shares 38,694 $13.8M 0.48% -7,478 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: 32,989 shares; 2025Q1: 34,854 shares; 2025Q2: 35,372 shares; 2025Q3: 27,617 shares; 2025Q4: 26,168 shares; 2026Q1: 24,659 shares; 2026Q2: 11,643 shares 11,643 $13.4M 0.47% -13,016 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,106 shares; 2024Q4: 185,598 shares; 2025Q1: 348,318 shares; 2025Q2: 245,980 shares; 2025Q3: 420,181 shares; 2025Q4: 392,517 shares; 2026Q1: 135,910 shares; 2026Q2: 175,850 shares 175,850 $13.3M 0.46% +39,940 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: 37,157 shares; 2024Q4: 61,045 shares; 2025Q1: 63,724 shares; 2025Q2: 62,669 shares; 2025Q3: 60,693 shares; 2025Q4: 62,165 shares; 2026Q1: 67,790 shares; 2026Q2: 64,639 shares 64,639 $12.9M 0.45% -3,151 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: 27,867 shares; 2024Q4: 28,428 shares; 2025Q1: 27,358 shares; 2025Q2: 27,185 shares; 2025Q3: 27,190 shares; 2025Q4: 27,320 shares; 2026Q1: 31,076 shares; 2026Q2: 29,115 shares 29,115 $10.9M 0.38% -1,961 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH 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: 63,383 shares; 2025Q4: 67,084 shares; 2026Q1: 58,623 shares; 2026Q2: 60,460 shares 60,460 $9.79M 0.34% +1,837 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES 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: 2,158 shares; 2025Q4: 2,172 shares; 2026Q1: 34,276 shares; 2026Q2: 20,378 shares 20,378 $8.79M 0.3% -13,898 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,808 shares; 2024Q4: 14,265 shares; 2025Q1: 15,613 shares; 2025Q2: 15,383 shares; 2025Q3: 16,543 shares; 2025Q4: 17,251 shares; 2026Q1: 13,432 shares; 2026Q2: 14,104 shares 14,104 $8.7M 0.3% +672 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,630 shares; 2024Q4: 33,418 shares; 2025Q1: 37,019 shares; 2025Q2: 37,889 shares; 2025Q3: 39,644 shares; 2025Q4: 38,360 shares; 2026Q1: 9,734 shares; 2026Q2: 9,950 shares 9,950 $8.54M 0.3% +216 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: 11,676 shares; 2024Q4: 11,965 shares; 2025Q1: 11,964 shares; 2025Q2: 9,428 shares; 2025Q3: 9,277 shares; 2025Q4: 12,469 shares; 2026Q1: 12,768 shares; 2026Q2: 14,922 shares 14,922 $8.41M 0.29% +2,154 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: 33,920 shares; 2024Q4: 34,441 shares; 2025Q1: 34,246 shares; 2025Q2: 34,306 shares; 2025Q3: 34,833 shares; 2025Q4: 33,987 shares; 2026Q1: 34,525 shares; 2026Q2: 34,767 shares 34,767 $8.29M 0.29% +242 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51,608 shares 51,608 $8.19M 0.28% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 176,217 shares; 2026Q2: 174,864 shares 174,864 $7.89M 0.27% -1,353 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,129 shares; 2026Q2: 61,441 shares 61,441 $7.74M 0.27% +28,312 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,844 shares; 2024Q4: 36,094 shares; 2025Q1: 46,176 shares; 2025Q2: 50,277 shares; 2025Q3: 61,367 shares; 2025Q4: 70,478 shares; 2026Q1: 96,832 shares; 2026Q2: 104,147 shares 104,147 $7.54M 0.26% +7,315 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,969 shares; 2024Q4: 12,409 shares; 2025Q1: 15,798 shares; 2025Q2: 16,393 shares; 2025Q3: 21,547 shares; 2025Q4: 26,185 shares; 2026Q1: 55,868 shares; 2026Q2: 59,472 shares 59,472 $7.17M 0.25% +3,604 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,522 shares; 2024Q4: 55,064 shares; 2025Q1: 58,492 shares; 2025Q2: 59,445 shares; 2025Q3: 62,380 shares; 2025Q4: 65,028 shares; 2026Q1: 79,146 shares; 2026Q2: 52,144 shares 52,144 $6.73M 0.23% -27,002 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,523 shares; 2025Q2: 40,573 shares; 2025Q3: 39,480 shares; 2025Q4: 38,727 shares; 2026Q1: 40,483 shares; 2026Q2: 40,729 shares 40,729 $6.3M 0.22% +246 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS 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: 20,742 shares; 2025Q4: 27,414 shares; 2026Q1: 28,530 shares; 2026Q2: 37,796 shares 37,796 $6.3M 0.22% +9,266 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,560 shares; 2024Q4: 15,798 shares; 2025Q1: 18,991 shares; 2025Q2: 20,530 shares; 2025Q3: 25,044 shares; 2025Q4: 29,091 shares; 2026Q1: 46,908 shares; 2026Q2: 50,805 shares 50,805 $6.27M 0.22% +3,897 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,707 shares; 2025Q3: 23,971 shares; 2025Q4: 26,975 shares; 2026Q1: 37,050 shares; 2026Q2: 40,347 shares 40,347 $6.23M 0.22% +3,297 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 reported; 2024Q4: 4,999 shares; 2025Q1: not reported; 2025Q2: 22,404 shares; 2025Q3: 26,247 shares; 2025Q4: 31,637 shares; 2026Q1: 39,461 shares; 2026Q2: 56,393 shares 56,393 $6.07M 0.21% +16,932 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: 53,966 shares; 2024Q4: 61,147 shares; 2025Q1: 62,897 shares; 2025Q2: 62,435 shares; 2025Q3: 43,413 shares; 2025Q4: 42,994 shares; 2026Q1: 45,501 shares; 2026Q2: 59,224 shares 59,224 $5.7M 0.2% +13,723 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,599 shares; 2025Q1: 29,246 shares; 2025Q2: 62,626 shares; 2025Q3: 77,362 shares; 2025Q4: 85,464 shares; 2026Q1: 100,032 shares; 2026Q2: 168,381 shares 168,381 $5.7M 0.2% +68,349 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,496 shares; 2024Q4: 116,877 shares; 2025Q1: 120,948 shares; 2025Q2: 127,463 shares; 2025Q3: 137,615 shares; 2025Q4: 146,310 shares; 2026Q1: 198,688 shares; 2026Q2: 71,678 shares 71,678 $5.61M 0.19% -127,010 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: 5,614 shares; 2024Q4: 6,721 shares; 2025Q1: 8,265 shares; 2025Q2: 8,639 shares; 2025Q3: 8,878 shares; 2025Q4: 9,159 shares; 2026Q1: 29,856 shares; 2026Q2: 204,080 shares 204,080 $5.59M 0.19% +174,224 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,155 shares; 2024Q4: 12,028 shares; 2025Q1: 14,308 shares; 2025Q2: 14,989 shares; 2025Q3: 17,386 shares; 2025Q4: 19,373 shares; 2026Q1: 25,645 shares; 2026Q2: 28,192 shares 28,192 $5.58M 0.19% +2,547 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: 91,378 shares; 2024Q4: 94,623 shares; 2025Q1: 97,291 shares; 2025Q2: 105,852 shares; 2025Q3: 113,827 shares; 2025Q4: 122,084 shares; 2026Q1: 118,899 shares; 2026Q2: 104,696 shares 104,696 $5.57M 0.19% -14,203 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,741 shares; 2024Q4: 9,570 shares; 2025Q1: 11,371 shares; 2025Q2: 11,875 shares; 2025Q3: 13,805 shares; 2025Q4: 15,537 shares; 2026Q1: 25,546 shares; 2026Q2: 28,050 shares 28,050 $5.21M 0.18% +2,504 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: 23,516 shares; 2024Q4: 29,293 shares; 2025Q1: 40,917 shares; 2025Q2: 38,204 shares; 2025Q3: 46,029 shares; 2025Q4: 50,044 shares; 2026Q1: 56,261 shares; 2026Q2: 68,743 shares 68,743 $5.21M 0.18% +12,482 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 332 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,904 shares; 2025Q3: 6,762 shares; 2025Q4: 6,589 shares; 2026Q1: 6,651 shares; 2026Q2: 8,348 shares 8,348 $5.21M 0.18% +1,697 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 69,193 shares 69,193 $5.13M 0.18% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281,184 shares; 2024Q4: 296,860 shares; 2025Q1: 297,491 shares; 2025Q2: 313,862 shares; 2025Q3: 344,623 shares; 2025Q4: 363,779 shares; 2026Q1: 329,386 shares; 2026Q2: 97,586 shares 97,586 $5.11M 0.18% -231,800 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: 27,723 shares; 2024Q4: 26,461 shares; 2025Q1: 27,513 shares; 2025Q2: 30,222 shares; 2025Q3: 31,875 shares; 2025Q4: 33,104 shares; 2026Q1: 32,916 shares; 2026Q2: 243,003 shares 243,003 $5.03M 0.17% +210,087 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,748 shares; 2025Q3: 18,304 shares; 2025Q4: 18,089 shares; 2026Q1: 18,633 shares; 2026Q2: 32,453 shares 32,453 $4.91M 0.17% +13,820 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,372 shares; 2024Q4: 52,030 shares; 2025Q1: 54,574 shares; 2025Q2: 56,048 shares; 2025Q3: 7,957 shares; 2025Q4: 7,884 shares; 2026Q1: 92,192 shares; 2026Q2: 140,131 shares 140,131 $4.88M 0.17% +47,939 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,346 shares; 2024Q4: 9,384 shares; 2025Q1: 9,679 shares; 2025Q2: 9,667 shares; 2025Q3: 12,105 shares; 2025Q4: 11,850 shares; 2026Q1: 12,310 shares; 2026Q2: 12,598 shares 12,598 $4.87M 0.17% +288 Timeline SMH 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: 1,197 shares; 2024Q4: 1,203 shares; 2025Q1: 1,269 shares; 2025Q2: 1,269 shares; 2025Q3: 1,292 shares; 2025Q4: 2,812 shares; 2026Q1: 5,602 shares; 2026Q2: 7,387 shares 7,387 $4.85M 0.17% +1,785 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,112 shares; 2026Q1: 22,263 shares; 2026Q2: 16,246 shares 16,246 $4.84M 0.17% -6,017 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 206 shares; 2025Q1: not reported; 2025Q2: 218 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48,478 shares 48,478 $4.81M 0.17% new Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,039 shares; 2024Q4: 29,016 shares; 2025Q1: 29,834 shares; 2025Q2: 29,916 shares; 2025Q3: 29,371 shares; 2025Q4: 29,372 shares; 2026Q1: 30,346 shares; 2026Q2: 30,742 shares 30,742 $4.8M 0.17% +396 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,202 shares; 2024Q4: 102,248 shares; 2025Q1: 137,297 shares; 2025Q2: 157,389 shares; 2025Q3: 197,945 shares; 2025Q4: 225,009 shares; 2026Q1: 462,593 shares; 2026Q2: 510,159 shares 510,159 $4.79M 0.17% +47,566 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD 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: 9,622 shares; 2025Q4: 9,452 shares; 2026Q1: 9,988 shares; 2026Q2: 13,370 shares 13,370 $4.78M 0.17% +3,382 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,868 shares; 2024Q4: 61,384 shares; 2025Q1: 63,952 shares; 2025Q2: 64,315 shares; 2025Q3: 63,650 shares; 2025Q4: 79,478 shares; 2026Q1: 81,282 shares; 2026Q2: 82,993 shares 82,993 $4.75M 0.16% +1,711 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,373 shares; 2025Q2: 47,483 shares; 2025Q3: 46,574 shares; 2025Q4: 46,082 shares; 2026Q1: 48,420 shares; 2026Q2: 76,169 shares 76,169 $4.68M 0.16% +27,749 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: 7,854 shares; 2024Q4: 8,550 shares; 2025Q1: 7,739 shares; 2025Q2: 8,321 shares; 2025Q3: 8,719 shares; 2025Q4: 9,158 shares; 2026Q1: 9,258 shares; 2026Q2: 9,340 shares 9,340 $4.67M 0.16% +82 Timeline LMUB 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: 64,121 shares; 2026Q2: 88,356 shares 88,356 $4.53M 0.16% +24,235 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,845 shares; 2024Q4: 80,602 shares; 2025Q1: 81,867 shares; 2025Q2: 82,314 shares; 2025Q3: 80,527 shares; 2025Q4: 79,069 shares; 2026Q1: 79,798 shares; 2026Q2: 79,505 shares 79,505 $4.41M 0.15% -293 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: 3,363 shares; 2024Q4: 3,222 shares; 2025Q1: 3,222 shares; 2025Q2: 3,222 shares; 2025Q3: 3,222 shares; 2025Q4: 9,727 shares; 2026Q1: 9,727 shares; 2026Q2: 9,747 shares 9,747 $4.27M 0.15% +20 Timeline SECU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST 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: not reported; 2026Q1: not reported; 2026Q2: 85,247 shares 85,247 $4.25M 0.15% new Timeline CHWY CHEWY INC More: the full row for CHEWY 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: 182,339 shares; 2026Q2: 213,293 shares 213,293 $4.19M 0.15% +30,954 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,504 shares; 2024Q4: 47,520 shares; 2025Q1: 47,309 shares; 2025Q2: 46,615 shares; 2025Q3: 44,953 shares; 2025Q4: 42,794 shares; 2026Q1: 29,211 shares; 2026Q2: 29,508 shares 29,508 $4.13M 0.14% +297 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: 30,105 shares; 2025Q2: 30,724 shares; 2025Q3: 35,633 shares; 2025Q4: 34,979 shares; 2026Q1: 36,203 shares; 2026Q2: 37,540 shares 37,540 $4.04M 0.14% +1,337 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,829 shares 34,829 $3.92M 0.14% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,155 shares; 2024Q4: 43,456 shares; 2025Q1: 44,306 shares; 2025Q2: 44,373 shares; 2025Q3: 43,789 shares; 2025Q4: 44,130 shares; 2026Q1: 81,605 shares; 2026Q2: 89,908 shares 89,908 $3.88M 0.13% +8,303 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS 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: 56,361 shares; 2025Q4: 61,852 shares; 2026Q1: 112,238 shares; 2026Q2: 128,651 shares 128,651 $3.86M 0.13% +16,413 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,297 shares; 2024Q4: 56,473 shares; 2025Q1: 53,989 shares; 2025Q2: 53,190 shares; 2025Q3: 52,975 shares; 2025Q4: 53,130 shares; 2026Q1: 51,510 shares; 2026Q2: 51,101 shares 51,101 $3.75M 0.13% -409 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: 7,143 shares; 2024Q4: 1,197 shares; 2025Q1: 1,337 shares; 2025Q2: 7,271 shares; 2025Q3: 7,276 shares; 2025Q4: 7,575 shares; 2026Q1: 8,438 shares; 2026Q2: 8,727 shares 8,727 $3.63M 0.13% +289 Timeline FNDF 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: 18,473 shares; 2025Q2: 48,002 shares; 2025Q3: 58,335 shares; 2025Q4: 76,335 shares; 2026Q1: 80,715 shares; 2026Q2: 68,732 shares 68,732 $3.63M 0.13% -11,983 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: 25,324 shares; 2024Q4: 25,468 shares; 2025Q1: 24,976 shares; 2025Q2: 25,248 shares; 2025Q3: 24,853 shares; 2025Q4: 24,938 shares; 2026Q1: 25,229 shares; 2026Q2: 26,460 shares 26,460 $3.62M 0.13% +1,231 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: 599,230 shares; 2024Q4: 617,549 shares; 2025Q1: 776,355 shares; 2025Q2: 819,372 shares; 2025Q3: 687,705 shares; 2025Q4: 359,243 shares; 2026Q1: 371,144 shares; 2026Q2: 16,462 shares 16,462 $3.61M 0.13% -354,682 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,466 shares; 2024Q4: 21,940 shares; 2025Q1: 12,420 shares; 2025Q2: 29,302 shares; 2025Q3: 36,471 shares; 2025Q4: 63,539 shares; 2026Q1: 86,557 shares; 2026Q2: 69,133 shares 69,133 $3.59M 0.12% -17,424 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,745 shares; 2024Q4: 195,909 shares; 2025Q1: 198,520 shares; 2025Q2: 198,125 shares; 2025Q3: 193,492 shares; 2025Q4: 191,383 shares; 2026Q1: 196,605 shares; 2026Q2: 202,181 shares 202,181 $3.58M 0.12% +5,576 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,058 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,960 shares; 2025Q3: 40,998 shares; 2025Q4: 47,123 shares; 2026Q1: 55,842 shares; 2026Q2: 78,514 shares 78,514 $3.54M 0.12% +22,672 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66,173 shares; 2025Q4: 70,368 shares; 2026Q1: 99,331 shares; 2026Q2: 115,956 shares 115,956 $3.36M 0.12% +16,625 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: 65,715 shares; 2024Q4: 62,514 shares; 2025Q1: 75,494 shares; 2025Q2: 94,462 shares; 2025Q3: 92,921 shares; 2025Q4: 92,652 shares; 2026Q1: 72,172 shares; 2026Q2: 74,086 shares 74,086 $3.06M 0.11% +1,914 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL 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: not reported; 2026Q2: 13,296 shares 13,296 $2.98M 0.1% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 13,287 shares 13,287 $2.94M 0.1% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,027 shares; 2024Q4: 4,019 shares; 2025Q1: 4,035 shares; 2025Q2: 4,182 shares; 2025Q3: 4,273 shares; 2025Q4: 4,296 shares; 2026Q1: 4,272 shares; 2026Q2: 4,276 shares 4,276 $2.94M 0.1% +4 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: 6,765 shares; 2024Q4: 7,205 shares; 2025Q1: 7,787 shares; 2025Q2: 7,665 shares; 2025Q3: 7,612 shares; 2025Q4: 7,582 shares; 2026Q1: 8,001 shares; 2026Q2: 8,043 shares 8,043 $2.84M 0.1% +42 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,377 shares; 2024Q4: 9,357 shares; 2025Q1: 9,739 shares; 2025Q2: 9,722 shares; 2025Q3: 9,260 shares; 2025Q4: 9,294 shares; 2026Q1: 8,819 shares; 2026Q2: 9,027 shares 9,027 $2.49M 0.09% +208 Timeline VGT 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: 1,877 shares; 2024Q4: 1,882 shares; 2025Q1: 1,924 shares; 2025Q2: 1,925 shares; 2025Q3: 2,045 shares; 2025Q4: 2,267 shares; 2026Q1: 2,463 shares; 2026Q2: 20,640 shares 20,640 $2.47M 0.09% +18,177 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,065 shares; 2024Q4: 1,526 shares; 2025Q1: 1,539 shares; 2025Q2: 6,929 shares; 2025Q3: 6,939 shares; 2025Q4: 6,950 shares; 2026Q1: 6,956 shares; 2026Q2: 6,952 shares 6,952 $2.46M 0.09% -4 Timeline EMLC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,094 shares; 2026Q1: 75,123 shares; 2026Q2: 84,914 shares 84,914 $2.17M 0.08% +9,791 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: 7,398 shares; 2024Q4: 7,338 shares; 2025Q1: 7,417 shares; 2025Q2: 7,431 shares; 2025Q3: 7,639 shares; 2025Q4: 7,935 shares; 2026Q1: 7,891 shares; 2026Q2: 8,015 shares 8,015 $2.17M 0.08% +124 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,638 shares; 2025Q1: 6,423 shares; 2025Q2: 7,750 shares; 2025Q3: 9,754 shares; 2025Q4: 11,300 shares; 2026Q1: 13,323 shares; 2026Q2: 22,777 shares 22,777 $2.15M 0.07% +9,454 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,759 shares; 2026Q2: 39,525 shares 39,525 $2.13M 0.07% +3,766 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: 2,461 shares; 2024Q4: 2,234 shares; 2025Q1: 31,784 shares; 2025Q2: 31,684 shares; 2025Q3: 30,638 shares; 2025Q4: 18,511 shares; 2026Q1: 19,087 shares; 2026Q2: 3,246 shares 3,246 $1.89M 0.07% -15,841 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: 5,368 shares; 2024Q4: 5,806 shares; 2025Q1: 5,050 shares; 2025Q2: 4,420 shares; 2025Q3: 4,384 shares; 2025Q4: 4,141 shares; 2026Q1: 4,322 shares; 2026Q2: 4,349 shares 4,349 $1.83M 0.06% +27 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: 4,328 shares; 2024Q4: 4,219 shares; 2025Q1: 4,604 shares; 2025Q2: 4,555 shares; 2025Q3: 4,575 shares; 2025Q4: 16,913 shares; 2026Q1: 11,280 shares; 2026Q2: 7,111 shares 7,111 $1.79M 0.06% -4,169 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: 15,415 shares; 2024Q4: 15,145 shares; 2025Q1: 14,882 shares; 2025Q2: 14,918 shares; 2025Q3: 14,375 shares; 2025Q4: 13,187 shares; 2026Q1: 8,239 shares; 2026Q2: 5,117 shares 5,117 $1.76M 0.06% -3,122 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: 1,007 shares; 2024Q4: 922 shares; 2025Q1: 917 shares; 2025Q2: 1,380 shares; 2025Q3: 1,388 shares; 2025Q4: 1,384 shares; 2026Q1: 1,584 shares; 2026Q2: 1,586 shares 1,586 $1.69M 0.06% +2 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,491 shares; 2024Q4: 24,434 shares; 2025Q1: 23,381 shares; 2025Q2: 22,950 shares; 2025Q3: 23,286 shares; 2025Q4: 23,170 shares; 2026Q1: 23,124 shares; 2026Q2: 23,173 shares 23,173 $1.66M 0.06% +49 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,625 shares; 2024Q4: 19,637 shares; 2025Q1: 21,337 shares; 2025Q2: 21,486 shares; 2025Q3: 22,477 shares; 2025Q4: 22,664 shares; 2026Q1: 23,591 shares; 2026Q2: 22,610 shares 22,610 $1.63M 0.06% -981 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: 2,716 shares; 2024Q4: 2,876 shares; 2025Q1: 2,701 shares; 2025Q2: 2,186 shares; 2025Q3: 3,824 shares; 2025Q4: 4,328 shares; 2026Q1: 4,411 shares; 2026Q2: 4,188 shares 4,188 $1.55M 0.05% -223 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,137 shares; 2024Q4: 1,109 shares; 2025Q1: 1,102 shares; 2025Q2: 1,096 shares; 2025Q3: 1,214 shares; 2025Q4: 1,219 shares; 2026Q1: 1,201 shares; 2026Q2: 1,280 shares 1,280 $1.54M 0.05% +79 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: 2,459 shares; 2024Q4: 2,702 shares; 2025Q1: 2,833 shares; 2025Q2: 2,702 shares; 2025Q3: 2,707 shares; 2025Q4: 2,901 shares; 2026Q1: 2,634 shares; 2026Q2: 4,004 shares 4,004 $1.48M 0.05% +1,370 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,812 shares; 2024Q4: 3,822 shares; 2025Q1: 3,817 shares; 2025Q2: 4,102 shares; 2025Q3: 4,204 shares; 2025Q4: 4,210 shares; 2026Q1: 4,222 shares; 2026Q2: 4,280 shares 4,280 $1.41M 0.05% +58 Timeline BILT BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: not reported; 2026Q2: 50,242 shares 50,242 $1.41M 0.05% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,968 shares; 2024Q4: 3,030 shares; 2025Q1: 2,476 shares; 2025Q2: 2,502 shares; 2025Q3: 2,500 shares; 2025Q4: 3,464 shares; 2026Q1: 3,351 shares; 2026Q2: 3,621 shares 3,621 $1.35M 0.05% +270 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,288 shares; 2025Q2: 8,197 shares; 2025Q3: 4,556 shares; 2025Q4: 4,135 shares; 2026Q1: 2,315 shares; 2026Q2: 1,401 shares 1,401 $1.35M 0.05% -914 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,504 shares; 2024Q4: 11,801 shares; 2025Q1: 11,354 shares; 2025Q2: 11,919 shares; 2025Q3: 11,511 shares; 2025Q4: 10,480 shares; 2026Q1: 5,705 shares; 2026Q2: 3,050 shares 3,050 $1.3M 0.04% -2,655 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,217 shares; 2024Q4: 6,375 shares; 2025Q1: 7,458 shares; 2025Q2: 7,678 shares; 2025Q3: 9,284 shares; 2025Q4: 8,463 shares; 2026Q1: 7,864 shares; 2026Q2: 7,914 shares 7,914 $1.3M 0.04% +50 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,036 shares; 2024Q4: 1,037 shares; 2025Q1: 1,108 shares; 2025Q2: 1,231 shares; 2025Q3: 1,212 shares; 2025Q4: 1,499 shares; 2026Q1: 1,379 shares; 2026Q2: 1,699 shares 1,699 $1.27M 0.04% +320 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: 8,502 shares; 2024Q4: 8,256 shares; 2025Q1: 8,077 shares; 2025Q2: 8,537 shares; 2025Q3: 8,563 shares; 2025Q4: 8,356 shares; 2026Q1: 8,380 shares; 2026Q2: 8,346 shares 8,346 $1.22M 0.04% -34 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,060 shares; 2024Q4: 10,346 shares; 2025Q1: 10,413 shares; 2025Q2: 10,365 shares; 2025Q3: 10,344 shares; 2025Q4: 10,488 shares; 2026Q1: 10,579 shares; 2026Q2: 11,814 shares 11,814 $1.22M 0.04% +1,235 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,054 shares; 2024Q4: 3,063 shares; 2025Q1: 3,092 shares; 2025Q2: 3,107 shares; 2025Q3: 3,497 shares; 2025Q4: 3,498 shares; 2026Q1: 3,421 shares; 2026Q2: 3,433 shares 3,433 $1.21M 0.04% +12 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: 5,554 shares; 2024Q4: 5,436 shares; 2025Q1: 5,460 shares; 2025Q2: 5,719 shares; 2025Q3: 5,464 shares; 2025Q4: 6,562 shares; 2026Q1: 6,572 shares; 2026Q2: 6,703 shares 6,703 $1.21M 0.04% +131 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,033 shares; 2024Q4: 164,313 shares; 2025Q1: 184,799 shares; 2025Q2: 48,115 shares; 2025Q3: 48,174 shares; 2025Q4: 47,811 shares; 2026Q1: 47,747 shares; 2026Q2: 48,121 shares 48,121 $1.16M 0.04% +374 Timeline ITA 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: 158,190 shares; 2025Q4: 160,217 shares; 2026Q1: 3,844 shares; 2026Q2: 4,726 shares 4,726 $1.15M 0.04% +882 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: 12,480 shares; 2024Q4: 12,328 shares; 2025Q1: 12,469 shares; 2025Q2: 12,935 shares; 2025Q3: 13,359 shares; 2025Q4: 13,510 shares; 2026Q1: 13,559 shares; 2026Q2: 13,891 shares 13,891 $1.13M 0.04% +332 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: 3,680 shares; 2024Q4: 3,669 shares; 2025Q1: 3,836 shares; 2025Q2: 3,891 shares; 2025Q3: 3,957 shares; 2025Q4: 4,028 shares; 2026Q1: 3,980 shares; 2026Q2: 3,984 shares 3,984 $1.12M 0.04% +4 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: 733 shares; 2025Q1: not reported; 2025Q2: 599 shares; 2025Q3: 608 shares; 2025Q4: 833 shares; 2026Q1: 909 shares; 2026Q2: 944 shares 944 $1.11M 0.04% +35 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: 4,422 shares; 2024Q4: 4,992 shares; 2025Q1: 4,394 shares; 2025Q2: 4,742 shares; 2025Q3: 5,228 shares; 2025Q4: 5,944 shares; 2026Q1: 5,709 shares; 2026Q2: 7,310 shares 7,310 $1.08M 0.04% +1,601 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: 50,345 shares; 2025Q2: 44,141 shares; 2025Q3: 2,318 shares; 2025Q4: 2,312 shares; 2026Q1: 2,282 shares; 2026Q2: 2,427 shares 2,427 $1.05M 0.04% +145 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: 2,719 shares; 2024Q4: 2,719 shares; 2025Q1: 2,720 shares; 2025Q2: 2,720 shares; 2025Q3: 2,720 shares; 2025Q4: 2,720 shares; 2026Q1: 2,720 shares; 2026Q2: 2,722 shares 2,722 $1.01M 0.03% +2 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 reported; 2024Q4: not reported; 2025Q1: 2,765 shares; 2025Q2: 5,862 shares; 2025Q3: 7,039 shares; 2025Q4: 7,576 shares; 2026Q1: 8,721 shares; 2026Q2: 10,390 shares 10,390 $1M 0.03% +1,669 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: 1,455 shares; 2024Q4: 1,497 shares; 2025Q1: 1,611 shares; 2025Q2: 1,656 shares; 2025Q3: 1,781 shares; 2025Q4: 1,985 shares; 2026Q1: 1,930 shares; 2026Q2: 7,893 shares 7,893 $980K 0.03% +5,963 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: 20,558 shares; 2024Q4: 20,816 shares; 2025Q1: 20,797 shares; 2025Q2: 22,619 shares; 2025Q3: 22,440 shares; 2025Q4: 24,586 shares; 2026Q1: 22,021 shares; 2026Q2: 22,838 shares 22,838 $967K 0.03% +817 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270,031 shares; 2024Q4: 261,921 shares; 2025Q1: 281,513 shares; 2025Q2: 229,398 shares; 2025Q3: 6,885 shares; 2025Q4: 7,837 shares; 2026Q1: 3,566 shares; 2026Q2: 3,752 shares 3,752 $946K 0.03% +186 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,969 shares; 2024Q4: 5,860 shares; 2025Q1: 5,986 shares; 2025Q2: 6,686 shares; 2025Q3: 6,980 shares; 2025Q4: 7,824 shares; 2026Q1: 8,831 shares; 2026Q2: 12,084 shares 12,084 $932K 0.03% +3,253 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: 4,446 shares; 2024Q4: 4,183 shares; 2025Q1: 4,281 shares; 2025Q2: 4,421 shares; 2025Q3: 4,818 shares; 2025Q4: 4,781 shares; 2026Q1: 5,478 shares; 2026Q2: 5,564 shares 5,564 $922K 0.03% +86 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: 1,371 shares; 2024Q4: 1,430 shares; 2025Q1: 1,403 shares; 2025Q2: 1,367 shares; 2025Q3: 1,316 shares; 2025Q4: 1,565 shares; 2026Q1: 1,588 shares; 2026Q2: 10,527 shares 10,527 $907K 0.03% +8,939 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,253 shares; 2024Q4: 1,254 shares; 2025Q1: 1,490 shares; 2025Q2: 1,500 shares; 2025Q3: 1,617 shares; 2025Q4: 1,831 shares; 2026Q1: 1,833 shares; 2026Q2: 2,116 shares 2,116 $867K 0.03% +283 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,767 shares; 2024Q4: 5,802 shares; 2025Q1: 5,836 shares; 2025Q2: 6,571 shares; 2025Q3: 5,912 shares; 2025Q4: 5,318 shares; 2026Q1: 9,058 shares; 2026Q2: 9,104 shares 9,104 $857K 0.03% +46 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,707 shares; 2024Q4: 3,711 shares; 2025Q1: 3,717 shares; 2025Q2: 3,721 shares; 2025Q3: 3,726 shares; 2025Q4: 3,730 shares; 2026Q1: 3,735 shares; 2026Q2: 3,740 shares 3,740 $834K 0.03% +5 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: 8,772 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,249 shares; 2026Q2: 5,951 shares 5,951 $831K 0.03% +702 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: 8,051 shares; 2024Q4: 7,835 shares; 2025Q1: 6,633 shares; 2025Q2: 6,730 shares; 2025Q3: 6,885 shares; 2025Q4: 7,226 shares; 2026Q1: 7,081 shares; 2026Q2: 6,963 shares 6,963 $818K 0.03% -118 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: 12,990 shares; 2024Q4: 12,481 shares; 2025Q1: 11,999 shares; 2025Q2: 11,533 shares; 2025Q3: 13,998 shares; 2025Q4: 14,284 shares; 2026Q1: 14,076 shares; 2026Q2: 14,157 shares 14,157 $807K 0.03% +81 Timeline SYSB 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: 8,054 shares; 2026Q1: 8,258 shares; 2026Q2: 8,962 shares 8,962 $795K 0.03% +704 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: 2,971 shares; 2024Q4: 3,038 shares; 2025Q1: 3,068 shares; 2025Q2: 2,896 shares; 2025Q3: 2,975 shares; 2025Q4: 3,118 shares; 2026Q1: 2,439 shares; 2026Q2: 3,330 shares 3,330 $788K 0.03% +891 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,990 shares; 2024Q4: 5,950 shares; 2025Q1: 5,887 shares; 2025Q2: 5,891 shares; 2025Q3: 5,895 shares; 2025Q4: 5,898 shares; 2026Q1: 5,902 shares; 2026Q2: 5,907 shares 5,907 $783K 0.03% +5 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,060 shares; 2024Q4: 2,044 shares; 2025Q1: 2,059 shares; 2025Q2: 2,306 shares; 2025Q3: 2,306 shares; 2025Q4: 1,595 shares; 2026Q1: 1,596 shares; 2026Q2: 1,593 shares 1,593 $782K 0.03% -3 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,510 shares; 2024Q4: 126,253 shares; 2025Q1: 123,054 shares; 2025Q2: 122,737 shares; 2025Q3: 119,099 shares; 2025Q4: 108,043 shares; 2026Q1: 48,910 shares; 2026Q2: 21,203 shares 21,203 $779K 0.03% -27,707 Timeline EUFN 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: 19,907 shares 19,907 $776K 0.03% new 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: 3,172 shares; 2025Q1: 2,604 shares; 2025Q2: 2,316 shares; 2025Q3: 5,004 shares; 2025Q4: 6,400 shares; 2026Q1: 6,048 shares; 2026Q2: 6,455 shares 6,455 $753K 0.03% +407 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,210 shares; 2024Q4: 49,513 shares; 2025Q1: 48,409 shares; 2025Q2: 47,689 shares; 2025Q3: 45,186 shares; 2025Q4: 40,167 shares; 2026Q1: 18,583 shares; 2026Q2: 8,082 shares 8,082 $746K 0.03% -10,501 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 88,708 shares; 2026Q1: 74,023 shares; 2026Q2: 64,040 shares 64,040 $714K 0.02% -9,983 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,757 shares; 2024Q4: 107,661 shares; 2025Q1: 107,183 shares; 2025Q2: 107,294 shares; 2025Q3: 104,299 shares; 2025Q4: 93,541 shares; 2026Q1: 68,976 shares; 2026Q2: 27,666 shares 27,666 $699K 0.02% -41,310 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 885 shares; 2024Q4: 828 shares; 2025Q1: 830 shares; 2025Q2: 1,036 shares; 2025Q3: 1,041 shares; 2025Q4: 1,051 shares; 2026Q1: 1,043 shares; 2026Q2: 972 shares 972 $693K 0.02% -71 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,818 shares; 2025Q2: 9,751 shares; 2025Q3: 9,467 shares; 2025Q4: 8,385 shares; 2026Q1: 5,773 shares; 2026Q2: 2,338 shares 2,338 $679K 0.02% -3,435 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: 919 shares; 2026Q2: 933 shares 933 $674K 0.02% +14 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,692 shares; 2024Q4: 2,700 shares; 2025Q1: 2,686 shares; 2025Q2: 2,694 shares; 2025Q3: 2,706 shares; 2025Q4: 2,719 shares; 2026Q1: 2,800 shares; 2026Q2: 2,820 shares 2,820 $671K 0.02% +20 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,230 shares; 2024Q4: 7,281 shares; 2025Q1: 9,169 shares; 2025Q2: 10,070 shares; 2025Q3: 10,536 shares; 2025Q4: 10,645 shares; 2026Q1: 11,556 shares; 2026Q2: 14,104 shares 14,104 $669K 0.02% +2,548 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN 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: 4,671 shares; 2026Q1: 4,626 shares; 2026Q2: 5,016 shares 5,016 $634K 0.02% +390 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: 849 shares; 2024Q4: 824 shares; 2025Q1: 814 shares; 2025Q2: 811 shares; 2025Q3: 842 shares; 2025Q4: 916 shares; 2026Q1: 807 shares; 2026Q2: 665 shares 665 $622K 0.02% -142 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,277 shares; 2024Q4: 18,003 shares; 2025Q1: 17,740 shares; 2025Q2: 17,527 shares; 2025Q3: 16,975 shares; 2025Q4: 15,213 shares; 2026Q1: 8,748 shares; 2026Q2: 3,763 shares 3,763 $616K 0.02% -4,985 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,910 shares; 2024Q4: 4,039 shares; 2025Q1: 4,127 shares; 2025Q2: 4,153 shares; 2025Q3: 4,179 shares; 2025Q4: 4,268 shares; 2026Q1: 4,347 shares; 2026Q2: 4,378 shares 4,378 $613K 0.02% +31 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,370 shares; 2024Q4: 5,376 shares; 2025Q1: 5,383 shares; 2025Q2: 5,387 shares; 2025Q3: 5,393 shares; 2025Q4: 5,399 shares; 2026Q1: 5,674 shares; 2026Q2: 5,594 shares 5,594 $577K 0.02% -80 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP 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: 9,703 shares; 2026Q1: 11,317 shares; 2026Q2: 4,610 shares 4,610 $577K 0.02% -6,707 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: 16,694 shares; 2026Q1: 10,161 shares; 2026Q2: 4,092 shares 4,092 $575K 0.02% -6,069 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,309 shares 3,309 $565K 0.02% new Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,287 shares; 2024Q4: 11,287 shares; 2025Q1: 11,287 shares; 2025Q2: 11,287 shares; 2025Q3: 11,287 shares; 2025Q4: 11,287 shares; 2026Q1: 11,287 shares; 2026Q2: 11,287 shares 11,287 $549K 0.02% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,827 shares; 2026Q2: 7,446 shares 7,446 $542K 0.02% -11,381 Timeline SOXX 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: 745 shares; 2025Q4: 823 shares; 2026Q1: 819 shares; 2026Q2: 812 shares 812 $520K 0.02% -7 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,587 shares; 2024Q4: 2,550 shares; 2025Q1: 3,376 shares; 2025Q2: 2,717 shares; 2025Q3: 2,545 shares; 2025Q4: 2,563 shares; 2026Q1: 2,355 shares; 2026Q2: 2,334 shares 2,334 $515K 0.02% -21 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,323 shares; 2024Q4: 4,676 shares; 2025Q1: 4,676 shares; 2025Q2: 4,567 shares; 2025Q3: 4,567 shares; 2025Q4: 3,597 shares; 2026Q1: 3,597 shares; 2026Q2: 3,558 shares 3,558 $514K 0.02% -39 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 763 shares; 2025Q3: not reported; 2025Q4: 11,077 shares; 2026Q1: 8,613 shares; 2026Q2: 4,075 shares 4,075 $507K 0.02% -4,538 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,563 shares; 2024Q4: 6,939 shares; 2025Q1: 6,410 shares; 2025Q2: 7,283 shares; 2025Q3: 7,110 shares; 2025Q4: 7,470 shares; 2026Q1: 6,453 shares; 2026Q2: 6,215 shares 6,215 $498K 0.02% -238 Timeline MGK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 543 shares; 2025Q4: 614 shares; 2026Q1: 1,127 shares; 2026Q2: 5,465 shares 5,465 $480K 0.02% +4,338 Timeline STIP 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: 5,818 shares; 2025Q3: 6,036 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,490 shares 4,490 $459K 0.02% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,712 shares; 2024Q4: 1,923 shares; 2025Q1: 1,681 shares; 2025Q2: 1,687 shares; 2025Q3: 1,660 shares; 2025Q4: 1,663 shares; 2026Q1: 1,663 shares; 2026Q2: 1,685 shares 1,685 $458K 0.02% +22 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,860 shares 5,860 $446K 0.02% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,448 shares; 2024Q4: 191,608 shares; 2025Q1: 195,595 shares; 2025Q2: 200,848 shares; 2025Q3: 206,910 shares; 2025Q4: 4,690 shares; 2026Q1: 4,697 shares; 2026Q2: 3,951 shares 3,951 $442K 0.02% -746 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,115 shares; 2025Q4: 1,549 shares; 2026Q1: 1,582 shares; 2026Q2: 1,784 shares 1,784 $433K 0.01% +202 Timeline TAXE T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,189 shares; 2026Q2: 8,396 shares 8,396 $431K 0.01% +2,207 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 673 shares; 2024Q4: 676 shares; 2025Q1: 679 shares; 2025Q2: 832 shares; 2025Q3: 733 shares; 2025Q4: 738 shares; 2026Q1: 770 shares; 2026Q2: 839 shares 839 $427K 0.01% +69 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: 1,632 shares; 2024Q4: 1,627 shares; 2025Q1: 1,724 shares; 2025Q2: 1,770 shares; 2025Q3: 1,881 shares; 2025Q4: 1,876 shares; 2026Q1: 1,977 shares; 2026Q2: 2,004 shares 2,004 $426K 0.01% +27 Timeline BKFI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST 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: not reported; 2026Q1: 16,917 shares; 2026Q2: 17,107 shares 17,107 $409K 0.01% +190 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,023 shares; 2024Q4: 16,620 shares; 2025Q1: 15,602 shares; 2025Q2: 18,806 shares; 2025Q3: 22,112 shares; 2025Q4: 23,942 shares; 2026Q1: 23,802 shares; 2026Q2: 17,643 shares 17,643 $408K 0.01% -6,159 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,689 shares; 2024Q4: 2,691 shares; 2025Q1: 2,696 shares; 2025Q2: 3,028 shares; 2025Q3: 3,035 shares; 2025Q4: 4,801 shares; 2026Q1: 4,821 shares; 2026Q2: 4,841 shares 4,841 $405K 0.01% +20 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,939 shares; 2024Q4: 6,397 shares; 2025Q1: 6,381 shares; 2025Q2: 6,498 shares; 2025Q3: 6,164 shares; 2025Q4: 5,216 shares; 2026Q1: 5,218 shares; 2026Q2: 5,310 shares 5,310 $404K 0.01% +92 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: 1,943 shares; 2024Q4: 1,771 shares; 2025Q1: 1,787 shares; 2025Q2: 1,855 shares; 2025Q3: 1,885 shares; 2025Q4: 1,890 shares; 2026Q1: 1,937 shares; 2026Q2: 1,889 shares 1,889 $395K 0.01% -48 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: 5,010 shares; 2024Q4: 5,015 shares; 2025Q1: 5,019 shares; 2025Q2: 5,059 shares; 2025Q3: 4,278 shares; 2025Q4: 4,111 shares; 2026Q1: 4,114 shares; 2026Q2: 4,120 shares 4,120 $394K 0.01% +6 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: 3,282 shares; 2024Q4: 2,870 shares; 2025Q1: 3,003 shares; 2025Q2: 3,044 shares; 2025Q3: 3,011 shares; 2025Q4: 3,837 shares; 2026Q1: 3,081 shares; 2026Q2: 3,097 shares 3,097 $392K 0.01% +16 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,326 shares; 2025Q2: 4,297 shares; 2025Q3: 4,316 shares; 2025Q4: 5,001 shares; 2026Q1: 5,020 shares; 2026Q2: 5,040 shares 5,040 $385K 0.01% +20 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,540 shares 7,540 $381K 0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,180 shares; 2025Q3: 2,407 shares; 2025Q4: 2,562 shares; 2026Q1: 2,423 shares; 2026Q2: 2,430 shares 2,430 $380K 0.01% +7 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,807 shares; 2024Q4: 12,978 shares; 2025Q1: 12,836 shares; 2025Q2: 12,964 shares; 2025Q3: 13,511 shares; 2025Q4: 13,789 shares; 2026Q1: 14,121 shares; 2026Q2: 14,154 shares 14,154 $377K 0.01% +33 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 reported; 2024Q4: not reported; 2025Q1: 790 shares; 2025Q2: 895 shares; 2025Q3: 894 shares; 2025Q4: 895 shares; 2026Q1: 725 shares; 2026Q2: 1,097 shares 1,097 $371K 0.01% +372 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,348 shares; 2024Q4: 2,890 shares; 2025Q1: 2,841 shares; 2025Q2: 2,933 shares; 2025Q3: 2,864 shares; 2025Q4: 2,998 shares; 2026Q1: 2,560 shares; 2026Q2: 2,590 shares 2,590 $369K 0.01% +30 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 reported; 2024Q4: not reported; 2025Q1: 507 shares; 2025Q2: 610 shares; 2025Q3: 617 shares; 2025Q4: 569 shares; 2026Q1: 571 shares; 2026Q2: 572 shares 572 $363K 0.01% +1 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,672 shares; 2024Q4: 2,614 shares; 2025Q1: 2,615 shares; 2025Q2: 2,637 shares; 2025Q3: 2,655 shares; 2025Q4: 2,682 shares; 2026Q1: 2,630 shares; 2026Q2: 2,635 shares 2,635 $361K 0.01% +5 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: 4,177 shares; 2024Q4: 11,480 shares; 2025Q1: 13,396 shares; 2025Q2: 16,036 shares; 2025Q3: 12,626 shares; 2025Q4: 11,776 shares; 2026Q1: 11,281 shares; 2026Q2: 11,367 shares 11,367 $360K 0.01% +86 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,427 shares; 2025Q3: 11,558 shares; 2025Q4: 11,711 shares; 2026Q1: 11,869 shares; 2026Q2: 11,976 shares 11,976 $354K 0.01% +107 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 690 shares; 2025Q2: 811 shares; 2025Q3: 672 shares; 2025Q4: 723 shares; 2026Q1: 963 shares; 2026Q2: 664 shares 664 $347K 0.01% -299 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,013 shares; 2024Q4: 4,845 shares; 2025Q1: 4,711 shares; 2025Q2: 4,663 shares; 2025Q3: 4,780 shares; 2025Q4: 4,813 shares; 2026Q1: 4,724 shares; 2026Q2: 4,763 shares 4,763 $343K 0.01% +39 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP 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: 1,122 shares; 2025Q4: 1,088 shares; 2026Q1: 1,089 shares; 2026Q2: 1,531 shares 1,531 $342K 0.01% +442 Timeline OEF 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: 122,284 shares; 2025Q2: 191,196 shares; 2025Q3: 361,498 shares; 2025Q4: 367,150 shares; 2026Q1: 1,089 shares; 2026Q2: 928 shares 928 $340K 0.01% -161 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,525 shares; 2024Q4: 1,486 shares; 2025Q1: 1,250 shares; 2025Q2: 1,177 shares; 2025Q3: 1,181 shares; 2025Q4: 1,275 shares; 2026Q1: 1,548 shares; 2026Q2: 1,558 shares 1,558 $337K 0.01% +10 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,926 shares; 2025Q3: 2,926 shares; 2025Q4: 2,926 shares; 2026Q1: 2,926 shares; 2026Q2: 2,926 shares 2,926 $336K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,215 shares; 2025Q3: 12,475 shares; 2025Q4: 12,512 shares; 2026Q1: 12,512 shares; 2026Q2: 12,066 shares 12,066 $334K 0.01% -446 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 516 shares; 2024Q4: 529 shares; 2025Q1: 450 shares; 2025Q2: 470 shares; 2025Q3: 468 shares; 2025Q4: 4,731 shares; 2026Q1: 3,778 shares; 2026Q2: 4,593 shares 4,593 $328K 0.01% +815 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,488 shares 1,488 $324K 0.01% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,026 shares; 2024Q4: 4,687 shares; 2025Q1: 4,186 shares; 2025Q2: 4,580 shares; 2025Q3: 3,853 shares; 2025Q4: 3,906 shares; 2026Q1: 3,909 shares; 2026Q2: 4,511 shares 4,511 $321K 0.01% +602 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,114 shares; 2025Q4: 9,707 shares; 2026Q1: 9,505 shares; 2026Q2: 9,610 shares 9,610 $320K 0.01% +105 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 reported; 2024Q4: 3,533 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,070 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,402 shares 3,402 $319K 0.01% new Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,805 shares; 2024Q4: 1,805 shares; 2025Q1: 2,006 shares; 2025Q2: 2,006 shares; 2025Q3: 2,006 shares; 2025Q4: 2,006 shares; 2026Q1: 2,007 shares; 2026Q2: 2,007 shares 2,007 $315K 0.01% 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: 8,398 shares; 2024Q4: 5,727 shares; 2025Q1: 7,711 shares; 2025Q2: 9,985 shares; 2025Q3: 12,221 shares; 2025Q4: 13,155 shares; 2026Q1: 1,834 shares; 2026Q2: 1,966 shares 1,966 $311K 0.01% +132 Timeline XLP 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: 5,768 shares; 2024Q4: 5,218 shares; 2025Q1: 5,175 shares; 2025Q2: 4,816 shares; 2025Q3: 4,899 shares; 2025Q4: 4,667 shares; 2026Q1: 3,919 shares; 2026Q2: 3,720 shares 3,720 $309K 0.01% -199 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: 1,045 shares; 2025Q3: 963 shares; 2025Q4: 965 shares; 2026Q1: 1,015 shares; 2026Q2: 1,022 shares 1,022 $307K 0.01% +7 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: 5,694 shares; 2024Q4: 5,665 shares; 2025Q1: 5,186 shares; 2025Q2: 5,579 shares; 2025Q3: 5,616 shares; 2025Q4: 5,616 shares; 2026Q1: 5,588 shares; 2026Q2: 5,202 shares 5,202 $300K 0.01% -386 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,519 shares; 2025Q1: 31,581 shares; 2025Q2: 32,181 shares; 2025Q3: 32,568 shares; 2025Q4: 25,904 shares; 2026Q1: 45,309 shares; 2026Q2: 46,289 shares 46,289 $299K 0.01% +980 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,576 shares; 2025Q1: 4,681 shares; 2025Q2: 4,870 shares; 2025Q3: 6,113 shares; 2025Q4: 6,116 shares; 2026Q1: 6,116 shares; 2026Q2: 4,614 shares 4,614 $297K 0.01% -1,502 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,026 shares; 2024Q4: 91,097 shares; 2025Q1: 94,038 shares; 2025Q2: 92,352 shares; 2025Q3: 56,412 shares; 2025Q4: 54,863 shares; 2026Q1: 3,141 shares; 2026Q2: 3,145 shares 3,145 $294K 0.01% +4 Timeline JBL JABIL INC More: the full row for JABIL 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: 753 shares 753 $290K 0.01% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,160 shares; 2024Q4: 37,466 shares; 2025Q1: 2,832 shares; 2025Q2: 2,990 shares; 2025Q3: 2,853 shares; 2025Q4: 2,820 shares; 2026Q1: 2,808 shares; 2026Q2: 2,830 shares 2,830 $289K 0.01% +22 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,802 shares; 2024Q4: 22,151 shares; 2025Q1: 23,412 shares; 2025Q2: 33,207 shares; 2025Q3: 32,440 shares; 2025Q4: 139,079 shares; 2026Q1: 170,639 shares; 2026Q2: 2,210 shares 2,210 $289K 0.01% -168,429 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,497 shares; 2024Q4: 24,598 shares; 2025Q1: 24,704 shares; 2025Q2: 24,819 shares; 2025Q3: 24,937 shares; 2025Q4: 25,886 shares; 2026Q1: 26,046 shares; 2026Q2: 26,224 shares 26,224 $286K 0.01% +178 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,225 shares; 2024Q4: 7,392 shares; 2025Q1: 6,989 shares; 2025Q2: 4,279 shares; 2025Q3: 4,857 shares; 2025Q4: 6,236 shares; 2026Q1: 3,126 shares; 2026Q2: 2,293 shares 2,293 $279K 0.01% -833 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,093 shares 1,093 $279K 0.01% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS 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: 2,021 shares; 2026Q1: not reported; 2026Q2: 2,022 shares 2,022 $275K 0.01% new Timeline BBUS 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: 3,138 shares; 2024Q4: 3,150 shares; 2025Q1: not reported; 2025Q2: 1,959 shares; 2025Q3: 1,965 shares; 2025Q4: 1,971 shares; 2026Q1: 1,976 shares; 2026Q2: 1,981 shares 1,981 $267K 0.01% +5 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,811 shares; 2024Q4: 6,890 shares; 2025Q1: 6,703 shares; 2025Q2: 4,976 shares; 2025Q3: 3,826 shares; 2025Q4: 4,100 shares; 2026Q1: 3,951 shares; 2026Q2: 3,834 shares 3,834 $266K 0.01% -117 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 344 shares 344 $263K 0.01% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 473 shares; 2025Q3: 475 shares; 2025Q4: 477 shares; 2026Q1: 481 shares; 2026Q2: 501 shares 501 $260K 0.01% +20 Timeline SUSB 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: 10,392 shares 10,392 $260K 0.01% 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: 2,621 shares; 2024Q4: 3,128 shares; 2025Q1: not reported; 2025Q2: 2,522 shares; 2025Q3: 3,255 shares; 2025Q4: 2,327 shares; 2026Q1: 2,327 shares; 2026Q2: 2,677 shares 2,677 $259K 0.01% +350 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,489 shares; 2024Q4: not reported; 2025Q1: 1,491 shares; 2025Q2: 1,592 shares; 2025Q3: 1,592 shares; 2025Q4: 1,593 shares; 2026Q1: 1,594 shares; 2026Q2: 1,616 shares 1,616 $258K 0.01% +22 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,374 shares 3,374 $257K 0.01% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,036 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,149 shares; 2025Q4: 6,121 shares; 2026Q1: 5,688 shares; 2026Q2: 4,604 shares 4,604 $252K 0.01% -1,084 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,473 shares; 2024Q4: 3,481 shares; 2025Q1: 3,523 shares; 2025Q2: 3,594 shares; 2025Q3: 3,602 shares; 2025Q4: 3,611 shares; 2026Q1: 3,622 shares; 2026Q2: 3,632 shares 3,632 $248K 0.01% +10 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: 2,467 shares; 2024Q4: 2,404 shares; 2025Q1: 2,403 shares; 2025Q2: 2,867 shares; 2025Q3: 2,893 shares; 2025Q4: 2,753 shares; 2026Q1: 2,764 shares; 2026Q2: 2,702 shares 2,702 $245K 0.01% -62 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 416,676 shares; 2024Q4: 437,274 shares; 2025Q1: 475,211 shares; 2025Q2: 490,389 shares; 2025Q3: 510,870 shares; 2025Q4: 103,974 shares; 2026Q1: 8,493 shares; 2026Q2: 9,890 shares 9,890 $243K 0.01% +1,397 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,285 shares; 2026Q2: 7,793 shares 7,793 $242K 0.01% +508 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,935 shares; 2024Q4: 30,003 shares; 2025Q1: 28,992 shares; 2025Q2: 29,062 shares; 2025Q3: 28,410 shares; 2025Q4: 28,463 shares; 2026Q1: 28,521 shares; 2026Q2: 5,439 shares 5,439 $241K 0.01% -23,082 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 873 shares; 2025Q3: 858 shares; 2025Q4: 877 shares; 2026Q1: 862 shares; 2026Q2: 862 shares 862 $233K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 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: 1,380 shares; 2026Q2: 1,370 shares 1,370 $232K 0.01% -10 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 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: 373 shares; 2026Q1: 343 shares; 2026Q2: 324 shares 324 $228K 0.01% -19 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,180 shares; 2026Q1: 4,180 shares; 2026Q2: 4,180 shares 4,180 $222K 0.01% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,791 shares; 2025Q2: 2,801 shares; 2025Q3: 2,741 shares; 2025Q4: 2,761 shares; 2026Q1: 2,716 shares; 2026Q2: 2,689 shares 2,689 $222K 0.01% -27 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,051 shares; 2025Q4: 2,403 shares; 2026Q1: not reported; 2026Q2: 1,161 shares 1,161 $221K 0.01% new 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: 1,462 shares; 2025Q4: 1,500 shares; 2026Q1: 1,451 shares; 2026Q2: 1,427 shares 1,427 $216K 0.01% -24 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,037 shares; 2024Q4: 10,865 shares; 2025Q1: 10,917 shares; 2025Q2: 11,082 shares; 2025Q3: 11,191 shares; 2025Q4: 10,628 shares; 2026Q1: 10,732 shares; 2026Q2: 10,698 shares 10,698 $216K 0.01% -34 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,953 shares 1,953 $215K 0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,433 shares 2,433 $214K 0.01% new Timeline FDX FEDEX CORP More: the full row for FEDEX 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: 677 shares; 2026Q2: 680 shares 680 $213K 0.01% +3 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: 1,094 shares; 2024Q4: 1,067 shares; 2025Q1: 1,199 shares; 2025Q2: 1,158 shares; 2025Q3: 977 shares; 2025Q4: 928 shares; 2026Q1: not reported; 2026Q2: 704 shares 704 $210K 0.01% new Timeline SCHX 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,140 shares 7,140 $210K 0.01% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,109 shares; 2024Q4: 2,110 shares; 2025Q1: 2,048 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,002 shares; 2026Q2: 2,012 shares 2,012 $209K 0.01% +10 Timeline REZ 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: 2,377 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,205 shares 2,205 $209K 0.01% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 232 shares; 2026Q1: not reported; 2026Q2: 205 shares 205 $207K 0.01% new Timeline PSUS PERSHING SQUARE USA LTD More: the full row for PERSHING SQUARE USA LTD 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: 5,500 shares 5,500 $206K 0.01% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,989 shares; 2026Q1: not reported; 2026Q2: 3,424 shares 3,424 $204K 0.01% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,534 shares; 2024Q4: 6,996 shares; 2025Q1: 7,227 shares; 2025Q2: 11,903 shares; 2025Q3: 11,463 shares; 2025Q4: 6,672 shares; 2026Q1: 412 shares; 2026Q2: 404 shares 404 $203K 0.01% -8 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: 678 shares 678 $202K 0.01% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,322 shares; 2025Q3: 1,315 shares; 2025Q4: 1,337 shares; 2026Q1: not reported; 2026Q2: 1,246 shares 1,246 $202K 0.01% new 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: 11,540 shares; 2024Q4: 12,068 shares; 2025Q1: 11,883 shares; 2025Q2: 11,821 shares; 2025Q3: 11,467 shares; 2025Q4: 52,941 shares; 2026Q1: 50,301 shares; 2026Q2: 555 shares 555 $201K 0.01% -49,746 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 205 shares 205 $201K 0.01% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,936 shares; 2025Q1: 10,933 shares; 2025Q2: 11,135 shares; 2025Q3: 15,047 shares; 2025Q4: 15,678 shares; 2026Q1: 15,678 shares; 2026Q2: 16,022 shares 16,022 $168K 0.01% +344 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN 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: 14,011 shares; 2025Q4: 17,568 shares; 2026Q1: 17,632 shares; 2026Q2: 17,736 shares 17,736 $140K <0.01% +104 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL 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: 10,000 shares 10,000 $111K <0.01% new Timeline GORO GOLD RESOURCE CORP More: the full row for GOLD RESOURCE 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: 22,000 shares; 2026Q1: 22,000 shares; 2026Q2: 22,000 shares 22,000 $27.7K <0.01% 0 Timeline SACH SACHEM CAP CORP More: the full row for SACHEM CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,301 shares; 2024Q4: 20,620 shares; 2025Q1: 21,097 shares; 2025Q2: 21,570 shares; 2025Q3: 12,089 shares; 2025Q4: 12,683 shares; 2026Q1: 13,330 shares; 2026Q2: 13,470 shares 13,470 $12.7K <0.01% +140 Timeline