IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 77,388 shares; 2025Q1: 97,677 shares; 2025Q2: 96,879 shares; 2025Q3: 96,483 shares; 2025Q4: 111,611 shares; 2026Q1: 113,095 shares; 2026Q2: 92,756 shares; 2026Q3: 92,473 shares 92,473 $70.8M 16.66% -283 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 850,263 shares; 2025Q1: 836,341 shares; 2025Q2: 848,456 shares; 2025Q3: 893,499 shares; 2025Q4: 977,226 shares; 2026Q1: 1,050,372 shares; 2026Q2: 1,054,517 shares; 2026Q3: 1,060,308 shares 1,060,308 $67M 15.76% +5,791 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 320,407 shares; 2025Q1: 355,418 shares; 2025Q2: 292,487 shares; 2025Q3: 343,571 shares; 2025Q4: 412,826 shares; 2026Q1: 445,748 shares; 2026Q2: 476,256 shares; 2026Q3: 510,987 shares 510,987 $22.1M 5.2% +34,731 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 147,251 shares; 2025Q1: 155,606 shares; 2025Q2: 159,652 shares; 2025Q3: 181,850 shares; 2025Q4: 199,619 shares; 2026Q1: 192,909 shares; 2026Q2: 195,486 shares; 2026Q3: 202,787 shares 202,787 $16.5M 3.87% +7,301 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 84,503 shares; 2025Q1: 86,587 shares; 2025Q2: 97,839 shares; 2025Q3: 103,371 shares; 2025Q4: 158,095 shares; 2026Q1: 158,415 shares; 2026Q2: 150,488 shares; 2026Q3: 148,856 shares 148,856 $16.4M 3.86% -1,632 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 68,074 shares; 2025Q1: 65,836 shares; 2025Q2: 67,027 shares; 2025Q3: 67,030 shares; 2025Q4: 93,646 shares; 2026Q1: 94,111 shares; 2026Q2: 82,750 shares; 2026Q3: 83,841 shares 83,841 $13.9M 3.28% +1,091 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; 2024Q4: 43,098 shares; 2025Q1: 45,073 shares; 2025Q2: 44,047 shares; 2025Q3: 43,093 shares; 2025Q4: 59,820 shares; 2026Q1: 60,147 shares; 2026Q2: 55,015 shares; 2026Q3: 53,855 shares 53,855 $11.6M 2.74% -1,160 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 121,470 shares; 2025Q1: 190,118 shares; 2025Q2: 190,832 shares; 2025Q3: 197,945 shares; 2025Q4: 213,499 shares; 2026Q1: 211,698 shares; 2026Q2: 153,357 shares; 2026Q3: 153,371 shares 153,371 $11M 2.6% +14 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,508 shares; 2025Q1: 25,012 shares; 2025Q2: 24,788 shares; 2025Q3: 23,152 shares; 2025Q4: 31,435 shares; 2026Q1: 31,002 shares; 2026Q2: 127,446 shares; 2026Q3: 140,305 shares 140,305 $11M 2.59% +12,859 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 136,655 shares; 2025Q1: 140,473 shares; 2025Q2: 148,933 shares; 2025Q3: 135,415 shares; 2025Q4: 159,377 shares; 2026Q1: 160,458 shares; 2026Q2: 191,066 shares; 2026Q3: 214,882 shares 214,882 $10.2M 2.39% +23,816 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,326 shares; 2025Q1: 90,054 shares; 2025Q2: 90,597 shares; 2025Q3: 89,728 shares; 2025Q4: 90,513 shares; 2026Q1: 91,560 shares; 2026Q2: 66,619 shares; 2026Q3: 64,796 shares 64,796 $8.81M 2.07% -1,823 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,376 shares; 2025Q1: 48,071 shares; 2025Q2: 61,909 shares; 2025Q3: 64,210 shares; 2025Q4: 92,196 shares; 2026Q1: 97,461 shares; 2026Q2: 110,642 shares; 2026Q3: 91,782 shares 91,782 $7.45M 1.75% -18,860 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; 2024Q4: 4,893 shares; 2025Q1: 5,152 shares; 2025Q2: 5,735 shares; 2025Q3: 5,853 shares; 2025Q4: 5,597 shares; 2026Q1: 5,579 shares; 2026Q2: 5,488 shares; 2026Q3: 10,026 shares 10,026 $7.03M 1.65% +4,538 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; 2024Q4: 17,876 shares; 2025Q1: 32,626 shares; 2025Q2: 32,944 shares; 2025Q3: 33,606 shares; 2025Q4: 65,650 shares; 2026Q1: 65,542 shares; 2026Q2: 35,256 shares; 2026Q3: 34,582 shares 34,582 $6.77M 1.59% -674 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; 2024Q4: 6,502 shares; 2025Q1: 11,985 shares; 2025Q2: 11,928 shares; 2025Q3: 11,677 shares; 2025Q4: 12,087 shares; 2026Q1: 11,844 shares; 2026Q2: 8,862 shares; 2026Q3: 8,828 shares 8,828 $6.73M 1.58% -34 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,654 shares; 2025Q1: 105,730 shares; 2025Q2: 107,830 shares; 2025Q3: 111,335 shares; 2025Q4: 114,781 shares; 2026Q1: 123,818 shares; 2026Q2: 67,282 shares; 2026Q3: 67,964 shares 67,964 $6.46M 1.52% +682 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,968 shares; 2025Q1: 20,524 shares; 2025Q2: 19,857 shares; 2025Q3: 19,161 shares; 2025Q4: 23,307 shares; 2026Q1: 20,625 shares; 2026Q2: 17,976 shares; 2026Q3: 18,695 shares 18,695 $6.23M 1.46% +719 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 189,525 shares; 2025Q1: 200,040 shares; 2025Q2: 206,757 shares; 2025Q3: 204,220 shares; 2025Q4: 192,820 shares; 2026Q1: 193,780 shares; 2026Q2: 220,459 shares; 2026Q3: 207,307 shares 207,307 $5.3M 1.25% -13,152 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 141,233 shares; 2026Q2: 144,685 shares; 2026Q3: 158,199 shares 158,199 $5.29M 1.24% +13,514 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; 2024Q4: not reported; 2025Q1: 9,653 shares; 2025Q2: 13,688 shares; 2025Q3: 13,465 shares; 2025Q4: 14,529 shares; 2026Q1: 44,797 shares; 2026Q2: 45,861 shares; 2026Q3: 46,876 shares 46,876 $4.96M 1.17% +1,015 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,679 shares; 2025Q1: 14,961 shares; 2025Q2: 14,929 shares; 2025Q3: 14,404 shares; 2025Q4: 18,677 shares; 2026Q1: 18,388 shares; 2026Q2: 15,811 shares; 2026Q3: 17,116 shares 17,116 $4.87M 1.15% +1,305 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; 2024Q4: 5,717 shares; 2025Q1: 6,869 shares; 2025Q2: 6,873 shares; 2025Q3: 6,784 shares; 2025Q4: 6,956 shares; 2026Q1: 8,026 shares; 2026Q2: 48,633 shares; 2026Q3: 48,553 shares 48,553 $4.38M 1.03% -80 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,840 shares; 2025Q1: 19,213 shares; 2025Q2: 18,172 shares; 2025Q3: 18,667 shares; 2025Q4: 19,737 shares; 2026Q1: 19,456 shares; 2026Q2: 16,137 shares; 2026Q3: 15,530 shares 15,530 $3.55M 0.83% -607 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,720 shares; 2025Q1: 5,288 shares; 2025Q2: 6,064 shares; 2025Q3: 5,643 shares; 2025Q4: 7,499 shares; 2026Q1: 5,858 shares; 2026Q2: 6,572 shares; 2026Q3: 6,645 shares 6,645 $3.41M 0.8% +73 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,268 shares; 2025Q1: 79,090 shares; 2025Q2: 79,899 shares; 2025Q3: 80,238 shares; 2025Q4: 78,922 shares; 2026Q1: 82,375 shares; 2026Q2: 38,468 shares; 2026Q3: 35,823 shares 35,823 $3.39M 0.8% -2,645 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; 2024Q4: 6,513 shares; 2025Q1: 7,688 shares; 2025Q2: 7,711 shares; 2025Q3: 6,549 shares; 2025Q4: 7,364 shares; 2026Q1: 7,643 shares; 2026Q2: 8,355 shares; 2026Q3: 8,571 shares 8,571 $3.21M 0.75% +216 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,800 shares; 2026Q2: 71,085 shares; 2026Q3: 76,440 shares 76,440 $3.05M 0.72% +5,355 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,731 shares; 2025Q1: 11,753 shares; 2025Q2: 16,365 shares; 2025Q3: 19,070 shares; 2025Q4: 21,216 shares; 2026Q1: 22,298 shares; 2026Q2: 24,900 shares; 2026Q3: 27,307 shares 27,307 $2.85M 0.67% +2,407 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,232 shares; 2025Q1: 55,729 shares; 2025Q2: 53,709 shares; 2025Q3: 54,976 shares; 2025Q4: 74,205 shares; 2026Q1: 79,337 shares; 2026Q2: 66,258 shares; 2026Q3: 64,371 shares 64,371 $2.84M 0.67% -1,887 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,877 shares; 2026Q1: 36,216 shares; 2026Q2: 36,061 shares; 2026Q3: 35,934 shares 35,934 $2.42M 0.57% -127 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,288 shares; 2025Q1: 28,284 shares; 2025Q2: 28,297 shares; 2025Q3: 27,133 shares; 2025Q4: 27,600 shares; 2026Q1: 26,819 shares; 2026Q2: 28,326 shares; 2026Q3: 28,336 shares 28,336 $2.41M 0.57% +10 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,419 shares; 2026Q1: 20,997 shares; 2026Q2: 28,354 shares; 2026Q3: 33,134 shares 33,134 $2.32M 0.55% +4,780 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; 2024Q4: 1,377 shares; 2025Q1: 1,473 shares; 2025Q2: 1,424 shares; 2025Q3: 1,384 shares; 2025Q4: 1,568 shares; 2026Q1: 1,527 shares; 2026Q2: 3,169 shares; 2026Q3: 3,115 shares 3,115 $2.3M 0.54% -54 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; 2024Q4: 8,357 shares; 2025Q1: 10,189 shares; 2025Q2: 10,147 shares; 2025Q3: 9,633 shares; 2025Q4: 10,679 shares; 2026Q1: 10,478 shares; 2026Q2: 8,564 shares; 2026Q3: 8,314 shares 8,314 $2.07M 0.49% -250 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,170 shares; 2025Q1: 18,263 shares; 2025Q2: 16,356 shares; 2025Q3: 18,304 shares; 2025Q4: 20,155 shares; 2026Q1: 20,888 shares; 2026Q2: 18,800 shares; 2026Q3: 18,915 shares 18,915 $1.97M 0.46% +115 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,918 shares 10,918 $1.78M 0.42% new Timeline BKDV 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,800 shares; 2026Q1: 28,636 shares; 2026Q2: 43,780 shares; 2026Q3: 49,102 shares 49,102 $1.65M 0.39% +5,322 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,802 shares; 2025Q3: 4,802 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares; 2026Q2: 4,804 shares; 2026Q3: 4,805 shares 4,805 $1.55M 0.37% +1 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,401 shares; 2025Q1: 5,029 shares; 2025Q2: 4,999 shares; 2025Q3: 4,758 shares; 2025Q4: 4,863 shares; 2026Q1: 4,809 shares; 2026Q2: 4,478 shares; 2026Q3: 4,352 shares 4,352 $1.5M 0.35% -126 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; 2024Q4: 7,886 shares; 2025Q1: 9,901 shares; 2025Q2: 12,057 shares; 2025Q3: 13,502 shares; 2025Q4: 17,293 shares; 2026Q1: 17,150 shares; 2026Q2: 18,385 shares; 2026Q3: 21,109 shares 21,109 $1.49M 0.35% +2,724 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,667 shares; 2026Q1: 25,571 shares; 2026Q2: 25,451 shares; 2026Q3: 25,452 shares 25,452 $1.47M 0.35% +1 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,097 shares; 2025Q3: 7,422 shares; 2025Q4: 9,103 shares; 2026Q1: 9,299 shares; 2026Q2: 10,183 shares; 2026Q3: 10,183 shares 10,183 $1.45M 0.34% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,426 shares; 2025Q1: 6,790 shares; 2025Q2: 6,679 shares; 2025Q3: 6,620 shares; 2025Q4: 7,146 shares; 2026Q1: 6,920 shares; 2026Q2: 44,146 shares; 2026Q3: 43,796 shares 43,796 $1.22M 0.29% -350 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,641 shares; 2025Q1: 6,479 shares; 2025Q2: 12,484 shares; 2025Q3: 12,003 shares; 2025Q4: 12,138 shares; 2026Q1: 12,100 shares; 2026Q2: 11,291 shares; 2026Q3: 11,516 shares 11,516 $1.2M 0.28% +225 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,898 shares; 2025Q3: 1,893 shares; 2025Q4: 1,932 shares; 2026Q1: 1,931 shares; 2026Q2: 1,931 shares; 2026Q3: 1,935 shares 1,935 $1.18M 0.28% +4 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,283 shares; 2025Q3: 1,283 shares; 2025Q4: 1,290 shares; 2026Q1: 1,588 shares; 2026Q2: 3,899 shares; 2026Q3: 4,054 shares 4,054 $1.13M 0.26% +155 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; 2024Q4: 2,108 shares; 2025Q1: 2,845 shares; 2025Q2: 3,098 shares; 2025Q3: 3,444 shares; 2025Q4: 3,569 shares; 2026Q1: 3,541 shares; 2026Q2: 2,809 shares; 2026Q3: 3,357 shares 3,357 $1.11M 0.26% +548 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,617 shares; 2026Q1: 5,678 shares; 2026Q2: 5,644 shares; 2026Q3: 5,647 shares 5,647 $1.08M 0.25% +3 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,203 shares; 2025Q3: 4,126 shares; 2025Q4: 4,139 shares; 2026Q1: 4,205 shares; 2026Q2: 4,046 shares; 2026Q3: 4,046 shares 4,046 $1.04M 0.25% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,295 shares; 2025Q1: 22,982 shares; 2025Q2: 23,167 shares; 2025Q3: 24,850 shares; 2025Q4: 25,959 shares; 2026Q1: 26,899 shares; 2026Q2: 15,225 shares; 2026Q3: 15,202 shares 15,202 $1.02M 0.24% -23 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,391 shares; 2025Q2: 3,402 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,969 shares 12,969 $991K 0.23% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,212 shares; 2025Q3: 2,147 shares; 2025Q4: 3,098 shares; 2026Q1: 5,949 shares; 2026Q2: 5,980 shares; 2026Q3: 6,816 shares 6,816 $938K 0.22% +836 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,688 shares; 2025Q2: 4,888 shares; 2025Q3: 4,900 shares; 2025Q4: 4,915 shares; 2026Q1: 4,890 shares; 2026Q2: 3,664 shares; 2026Q3: 4,019 shares 4,019 $928K 0.22% +355 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,266 shares; 2025Q1: 4,833 shares; 2025Q2: 5,072 shares; 2025Q3: 4,829 shares; 2025Q4: 5,198 shares; 2026Q1: 4,945 shares; 2026Q2: 3,313 shares; 2026Q3: 3,336 shares 3,336 $883K 0.21% +23 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,756 shares; 2025Q1: 1,760 shares; 2025Q2: 1,787 shares; 2025Q3: 1,996 shares; 2025Q4: 2,036 shares; 2026Q1: 2,030 shares; 2026Q2: 2,120 shares; 2026Q3: 2,474 shares 2,474 $869K 0.2% +354 Timeline XLV 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; 2024Q4: 5,242 shares; 2025Q1: 7,575 shares; 2025Q2: 7,684 shares; 2025Q3: 7,215 shares; 2025Q4: 6,550 shares; 2026Q1: 6,572 shares; 2026Q2: 5,223 shares; 2026Q3: 5,157 shares 5,157 $869K 0.2% -66 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,584 shares; 2026Q3: 3,439 shares 3,439 $785K 0.18% -145 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,403 shares; 2025Q1: 2,216 shares; 2025Q2: 2,155 shares; 2025Q3: 1,924 shares; 2025Q4: 1,923 shares; 2026Q1: 1,686 shares; 2026Q2: 1,032 shares; 2026Q3: 965 shares 965 $783K 0.18% -67 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,990 shares; 2025Q1: 6,948 shares; 2025Q2: 6,977 shares; 2025Q3: 5,607 shares; 2025Q4: 7,606 shares; 2026Q1: 7,387 shares; 2026Q2: 14,612 shares; 2026Q3: 14,301 shares 14,301 $774K 0.18% -311 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; 2024Q4: 3,910 shares; 2025Q1: 10,337 shares; 2025Q2: 10,576 shares; 2025Q3: 9,938 shares; 2025Q4: 9,761 shares; 2026Q1: 9,937 shares; 2026Q2: 4,801 shares; 2026Q3: 4,711 shares 4,711 $731K 0.17% -90 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,175 shares; 2025Q3: 2,140 shares; 2025Q4: 1,942 shares; 2026Q1: 1,942 shares; 2026Q2: 1,943 shares; 2026Q3: 2,318 shares 2,318 $717K 0.17% +375 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,350 shares; 2025Q1: 12,500 shares; 2025Q2: 12,440 shares; 2025Q3: 13,044 shares; 2025Q4: 12,055 shares; 2026Q1: 11,382 shares; 2026Q2: 10,331 shares; 2026Q3: 10,331 shares 10,331 $703K 0.17% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,965 shares; 2026Q1: 1,965 shares; 2026Q2: 1,965 shares; 2026Q3: 1,968 shares 1,968 $700K 0.16% +3 Timeline XLF 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; 2024Q4: 15,000 shares; 2025Q1: 38,400 shares; 2025Q2: 38,423 shares; 2025Q3: 36,867 shares; 2025Q4: 36,378 shares; 2026Q1: 36,159 shares; 2026Q2: 13,278 shares; 2026Q3: 13,041 shares 13,041 $696K 0.16% -237 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; 2024Q4: 1,329 shares; 2025Q1: 1,664 shares; 2025Q2: 1,664 shares; 2025Q3: 1,628 shares; 2025Q4: 1,688 shares; 2026Q1: 1,850 shares; 2026Q2: 1,382 shares; 2026Q3: 1,361 shares 1,361 $678K 0.16% -21 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,302 shares; 2025Q1: 4,302 shares; 2025Q2: 4,367 shares; 2025Q3: 4,358 shares; 2025Q4: 4,529 shares; 2026Q1: 5,519 shares; 2026Q2: 6,723 shares; 2026Q3: 6,781 shares 6,781 $657K 0.15% +58 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,019 shares; 2025Q2: 2,613 shares; 2025Q3: 2,494 shares; 2025Q4: 2,703 shares; 2026Q1: 5,137 shares; 2026Q2: 4,560 shares; 2026Q3: 5,970 shares 5,970 $654K 0.15% +1,410 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; 2024Q4: 4,434 shares; 2025Q1: 6,210 shares; 2025Q2: 6,142 shares; 2025Q3: 5,910 shares; 2025Q4: 5,809 shares; 2026Q1: 6,011 shares; 2026Q2: 5,742 shares; 2026Q3: 6,006 shares 6,006 $646K 0.15% +264 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; 2024Q4: 1,439 shares; 2025Q1: 1,466 shares; 2025Q2: 2,776 shares; 2025Q3: 2,544 shares; 2025Q4: 2,886 shares; 2026Q1: 3,260 shares; 2026Q2: 2,897 shares; 2026Q3: 2,996 shares 2,996 $623K 0.15% +99 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54,491 shares; 2025Q1: 58,775 shares; 2025Q2: 45,990 shares; 2025Q3: 52,473 shares; 2025Q4: 54,875 shares; 2026Q1: 7,001 shares; 2026Q2: 6,915 shares; 2026Q3: 6,541 shares 6,541 $607K 0.14% -374 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,968 shares; 2025Q1: 3,973 shares; 2025Q2: 3,629 shares; 2025Q3: 3,410 shares; 2025Q4: 3,388 shares; 2026Q1: 3,394 shares; 2026Q2: 3,929 shares; 2026Q3: 3,891 shares 3,891 $569K 0.13% -38 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; 2024Q4: 5,898 shares; 2025Q1: 8,669 shares; 2025Q2: 8,461 shares; 2025Q3: 8,879 shares; 2025Q4: 8,889 shares; 2026Q1: 8,889 shares; 2026Q2: 6,480 shares; 2026Q3: 6,541 shares 6,541 $563K 0.13% +61 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares; 2026Q3: 1,500 shares 1,500 $556K 0.13% 0 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,849 shares; 2025Q1: 97,978 shares; 2025Q2: 97,282 shares; 2025Q3: 100,610 shares; 2025Q4: 95,882 shares; 2026Q1: 97,732 shares; 2026Q2: 37,169 shares; 2026Q3: 48,498 shares 48,498 $554K 0.13% +11,329 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,376 shares; 2025Q1: 2,377 shares; 2025Q2: 2,377 shares; 2025Q3: 2,377 shares; 2025Q4: 2,378 shares; 2026Q1: 2,087 shares; 2026Q2: 2,828 shares; 2026Q3: 2,829 shares 2,829 $548K 0.13% +1 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; 2024Q4: 2,503 shares; 2025Q1: 3,824 shares; 2025Q2: 3,831 shares; 2025Q3: 3,733 shares; 2025Q4: 3,765 shares; 2026Q1: 3,866 shares; 2026Q2: 2,473 shares; 2026Q3: 2,461 shares 2,461 $541K 0.13% -12 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; 2024Q4: 357 shares; 2025Q1: 382 shares; 2025Q2: 372 shares; 2025Q3: 374 shares; 2025Q4: 479 shares; 2026Q1: 479 shares; 2026Q2: 452 shares; 2026Q3: 455 shares 455 $527K 0.12% +3 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,797 shares; 2026Q1: 3,697 shares; 2026Q2: 3,697 shares; 2026Q3: 7,665 shares 7,665 $517K 0.12% +3,968 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,696 shares; 2025Q4: 3,862 shares; 2026Q1: 3,874 shares; 2026Q2: 3,866 shares; 2026Q3: 3,889 shares 3,889 $504K 0.12% +23 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; 2024Q4: 481 shares; 2025Q1: 654 shares; 2025Q2: 659 shares; 2025Q3: 720 shares; 2025Q4: 773 shares; 2026Q1: 762 shares; 2026Q2: 547 shares; 2026Q3: 549 shares 549 $500K 0.12% +2 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; 2024Q4: 670 shares; 2025Q1: 681 shares; 2025Q2: 668 shares; 2025Q3: 675 shares; 2025Q4: 619 shares; 2026Q1: 647 shares; 2026Q2: 978 shares; 2026Q3: 978 shares 978 $498K 0.12% 0 Timeline XLE 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; 2024Q4: 4,987 shares; 2025Q1: 8,345 shares; 2025Q2: 8,492 shares; 2025Q3: 7,573 shares; 2025Q4: 14,549 shares; 2026Q1: 14,123 shares; 2026Q2: 7,879 shares; 2026Q3: 7,879 shares 7,879 $485K 0.11% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 861 shares; 2025Q1: 841 shares; 2025Q2: 813 shares; 2025Q3: 817 shares; 2025Q4: 742 shares; 2026Q1: 792 shares; 2026Q2: 656 shares; 2026Q3: 661 shares 661 $480K 0.11% +5 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; 2024Q4: 1,584 shares; 2025Q1: 1,589 shares; 2025Q2: 1,589 shares; 2025Q3: 1,589 shares; 2025Q4: 1,598 shares; 2026Q1: 1,579 shares; 2026Q2: 1,574 shares; 2026Q3: 1,578 shares 1,578 $480K 0.11% +4 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,518 shares; 2025Q3: 2,518 shares; 2025Q4: 2,536 shares; 2026Q1: 2,519 shares; 2026Q2: 2,519 shares; 2026Q3: 2,519 shares 2,519 $471K 0.11% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,462 shares; 2025Q1: 20,136 shares; 2025Q2: 20,177 shares; 2025Q3: 20,916 shares; 2025Q4: 20,935 shares; 2026Q1: 21,122 shares; 2026Q2: 17,581 shares; 2026Q3: 18,989 shares 18,989 $463K 0.11% +1,408 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,935 shares; 2025Q1: 2,095 shares; 2025Q2: 1,985 shares; 2025Q3: 1,784 shares; 2025Q4: 2,015 shares; 2026Q1: 1,907 shares; 2026Q2: 1,740 shares; 2026Q3: 1,761 shares 1,761 $461K 0.11% +21 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,417 shares; 2025Q2: 5,812 shares; 2025Q3: 5,512 shares; 2025Q4: 5,418 shares; 2026Q1: 5,351 shares; 2026Q2: 5,351 shares; 2026Q3: 5,091 shares 5,091 $459K 0.11% -260 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,585 shares; 2025Q4: 5,827 shares; 2026Q1: 5,479 shares; 2026Q2: 5,481 shares; 2026Q3: 9,507 shares 9,507 $452K 0.11% +4,026 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,325 shares; 2025Q1: 1,516 shares; 2025Q2: 1,448 shares; 2025Q3: 1,305 shares; 2025Q4: 1,846 shares; 2026Q1: 1,763 shares; 2026Q2: 1,339 shares; 2026Q3: 1,302 shares 1,302 $444K 0.1% -37 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,215 shares; 2025Q1: 1,389 shares; 2025Q2: 1,388 shares; 2025Q3: 1,388 shares; 2025Q4: 2,108 shares; 2026Q1: 2,109 shares; 2026Q2: 1,211 shares; 2026Q3: 1,198 shares 1,198 $431K 0.1% -13 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,221 shares; 2025Q1: 1,221 shares; 2025Q2: 1,221 shares; 2025Q3: 1,221 shares; 2025Q4: 1,221 shares; 2026Q1: 1,221 shares; 2026Q2: 1,413 shares; 2026Q3: 1,221 shares 1,221 $430K 0.1% -192 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; 2024Q4: 2,257 shares; 2025Q1: 4,248 shares; 2025Q2: 4,078 shares; 2025Q3: 4,061 shares; 2025Q4: 4,075 shares; 2026Q1: 4,321 shares; 2026Q2: 2,280 shares; 2026Q3: 2,782 shares 2,782 $404K 0.1% +502 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,300 shares; 2026Q2: 5,272 shares; 2026Q3: 5,264 shares 5,264 $401K 0.09% -8 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,729 shares; 2026Q1: 5,101 shares; 2026Q2: 5,035 shares; 2026Q3: 5,291 shares 5,291 $399K 0.09% +256 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; 2024Q4: 612 shares; 2025Q1: 601 shares; 2025Q2: 1,512 shares; 2025Q3: 1,478 shares; 2025Q4: 1,525 shares; 2026Q1: 1,473 shares; 2026Q2: 1,383 shares; 2026Q3: 1,392 shares 1,392 $396K 0.09% +9 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,385 shares; 2025Q1: 4,529 shares; 2025Q2: 4,666 shares; 2025Q3: 4,384 shares; 2025Q4: 4,343 shares; 2026Q1: 4,067 shares; 2026Q2: 5,044 shares; 2026Q3: 4,691 shares 4,691 $396K 0.09% -353 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 739 shares; 2025Q1: 1,173 shares; 2025Q2: 1,072 shares; 2025Q3: 1,049 shares; 2025Q4: 1,061 shares; 2026Q1: 1,061 shares; 2026Q2: 1,127 shares; 2026Q3: 1,103 shares 1,103 $392K 0.09% -24 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,955 shares; 2025Q3: 2,956 shares; 2025Q4: 2,977 shares; 2026Q1: 2,982 shares; 2026Q2: 3,044 shares; 2026Q3: 3,030 shares 3,030 $384K 0.09% -14 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,682 shares; 2025Q3: 2,885 shares; 2025Q4: 2,896 shares; 2026Q1: 2,775 shares; 2026Q2: 2,657 shares; 2026Q3: 2,598 shares 2,598 $378K 0.09% -59 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,348 shares; 2025Q3: 2,078 shares; 2025Q4: 2,093 shares; 2026Q1: 2,099 shares; 2026Q2: 1,947 shares; 2026Q3: 1,954 shares 1,954 $377K 0.09% +7 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; 2024Q4: 1,162 shares; 2025Q1: 3,892 shares; 2025Q2: 3,845 shares; 2025Q3: 3,544 shares; 2025Q4: 3,574 shares; 2026Q1: 3,518 shares; 2026Q2: 1,199 shares; 2026Q3: 972 shares 972 $370K 0.09% -227 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,566 shares; 2025Q4: 1,561 shares; 2026Q1: 1,589 shares; 2026Q2: 1,451 shares; 2026Q3: 1,122 shares 1,122 $369K 0.09% -329 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,930 shares; 2025Q1: 1,934 shares; 2025Q2: 1,938 shares; 2025Q3: 2,016 shares; 2025Q4: 2,008 shares; 2026Q1: 2,528 shares; 2026Q2: 2,482 shares; 2026Q3: 2,485 shares 2,485 $364K 0.09% +3 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,025 shares; 2026Q2: 1,026 shares; 2026Q3: 930 shares 930 $361K 0.08% -96 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 848 shares; 2026Q3: 849 shares 849 $358K 0.08% +1 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,842 shares 2,842 $357K 0.08% new Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,300 shares; 2025Q3: 6,300 shares; 2025Q4: 6,300 shares; 2026Q1: 6,300 shares; 2026Q2: 6,300 shares; 2026Q3: 6,300 shares 6,300 $352K 0.08% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,426 shares; 2025Q3: 7,426 shares; 2025Q4: 7,426 shares; 2026Q1: 7,426 shares; 2026Q2: 7,426 shares; 2026Q3: 7,426 shares 7,426 $346K 0.08% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 267 shares; 2026Q3: 322 shares 322 $344K 0.08% +55 Timeline JMSB JOHN MARSHALL BANCORP INC More: the full row for JOHN MARSHALL BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,865 shares; 2026Q2: 14,865 shares; 2026Q3: 14,865 shares 14,865 $338K 0.08% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,796 shares 2,796 $336K 0.08% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,468 shares; 2025Q3: 1,468 shares; 2025Q4: 2,461 shares; 2026Q1: 2,451 shares; 2026Q2: 2,451 shares; 2026Q3: 2,452 shares 2,452 $334K 0.08% +1 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,798 shares; 2026Q2: 2,548 shares; 2026Q3: 2,766 shares 2,766 $331K 0.08% +218 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; 2024Q4: 1,147 shares; 2025Q1: 2,803 shares; 2025Q2: 2,757 shares; 2025Q3: 2,757 shares; 2025Q4: 2,665 shares; 2026Q1: 2,660 shares; 2026Q2: 1,124 shares; 2026Q3: 1,407 shares 1,407 $328K 0.08% +283 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,246 shares; 2025Q3: 9,195 shares; 2025Q4: 9,175 shares; 2026Q1: 19,341 shares; 2026Q2: 17,899 shares; 2026Q3: 14,919 shares 14,919 $319K 0.08% -2,980 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; 2024Q4: not reported; 2025Q1: 552 shares; 2025Q2: 477 shares; 2025Q3: not reported; 2025Q4: 677 shares; 2026Q1: 710 shares; 2026Q2: 595 shares; 2026Q3: 595 shares 595 $303K 0.07% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 463 shares; 2026Q2: 463 shares; 2026Q3: 464 shares 464 $299K 0.07% +1 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,420 shares; 2026Q3: 1,411 shares 1,411 $298K 0.07% -9 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,928 shares; 2026Q2: 1,928 shares; 2026Q3: 1,929 shares 1,929 $297K 0.07% +1 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,969 shares; 2025Q1: 5,593 shares; 2025Q2: 5,209 shares; 2025Q3: 3,180 shares; 2025Q4: 3,222 shares; 2026Q1: 3,231 shares; 2026Q2: 3,974 shares; 2026Q3: 2,858 shares 2,858 $289K 0.07% -1,116 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,444 shares; 2025Q1: 8,689 shares; 2025Q2: 8,591 shares; 2025Q3: 8,258 shares; 2025Q4: 8,201 shares; 2026Q1: 8,153 shares; 2026Q2: 3,789 shares; 2026Q3: 3,731 shares 3,731 $288K 0.07% -58 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 750 shares; 2026Q3: 750 shares 750 $286K 0.07% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,869 shares; 2025Q4: 1,940 shares; 2026Q1: 1,947 shares; 2026Q2: 1,953 shares; 2026Q3: 1,959 shares 1,959 $283K 0.07% +6 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; 2024Q4: not reported; 2025Q1: 1,149 shares; 2025Q2: 1,111 shares; 2025Q3: 998 shares; 2025Q4: 996 shares; 2026Q1: 1,040 shares; 2026Q2: 519 shares; 2026Q3: 463 shares 463 $282K 0.07% -56 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; 2024Q4: 357 shares; 2025Q1: 378 shares; 2025Q2: 378 shares; 2025Q3: 379 shares; 2025Q4: 380 shares; 2026Q1: 382 shares; 2026Q2: 365 shares; 2026Q3: 310 shares 310 $280K 0.07% -55 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,020 shares; 2025Q4: 1,022 shares; 2026Q1: 1,024 shares; 2026Q2: 778 shares; 2026Q3: 784 shares 784 $280K 0.07% +6 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,777 shares; 2025Q3: 4,800 shares; 2025Q4: 5,225 shares; 2026Q1: 5,635 shares; 2026Q2: 4,941 shares; 2026Q3: 5,000 shares 5,000 $272K 0.06% +59 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,512 shares; 2026Q2: 3,256 shares; 2026Q3: 3,256 shares 3,256 $261K 0.06% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,057 shares; 2025Q3: 980 shares; 2025Q4: 981 shares; 2026Q1: 981 shares; 2026Q2: 822 shares; 2026Q3: 828 shares 828 $259K 0.06% +6 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,558 shares; 2025Q3: 6,060 shares; 2025Q4: 5,765 shares; 2026Q1: 5,765 shares; 2026Q2: 5,390 shares; 2026Q3: 5,390 shares 5,390 $253K 0.06% 0 Timeline QQMG INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,858 shares; 2026Q1: not reported; 2026Q2: 4,858 shares; 2026Q3: 4,858 shares 4,858 $252K 0.06% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 887 shares; 2026Q3: 1,015 shares 1,015 $252K 0.06% +128 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; 2024Q4: 445 shares; 2025Q1: 584 shares; 2025Q2: 782 shares; 2025Q3: 958 shares; 2025Q4: 911 shares; 2026Q1: 967 shares; 2026Q2: 717 shares; 2026Q3: 685 shares 685 $252K 0.06% -32 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,603 shares; 2025Q2: 1,613 shares; 2025Q3: 1,616 shares; 2025Q4: 1,606 shares; 2026Q1: 1,607 shares; 2026Q2: 1,241 shares; 2026Q3: 1,349 shares 1,349 $251K 0.06% +108 Timeline JEPI 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; 2024Q4: not reported; 2025Q1: 7,114 shares; 2025Q2: 10,814 shares; 2025Q3: 11,440 shares; 2025Q4: 9,515 shares; 2026Q1: 10,245 shares; 2026Q2: not reported; 2026Q3: 4,451 shares 4,451 $250K 0.06% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 692 shares; 2026Q1: not reported; 2026Q2: 692 shares; 2026Q3: 692 shares 692 $250K 0.06% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,303 shares; 2026Q2: not reported; 2026Q3: 1,202 shares 1,202 $245K 0.06% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,225 shares 4,225 $243K 0.06% new Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,991 shares; 2026Q3: 4,991 shares 4,991 $239K 0.06% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 909 shares; 2026Q3: 911 shares 911 $234K 0.06% +2 Timeline TCHP 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,298 shares; 2026Q3: 4,551 shares 4,551 $234K 0.06% +253 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,668 shares; 2025Q4: 2,668 shares; 2026Q1: 2,668 shares; 2026Q2: 2,668 shares; 2026Q3: 2,668 shares 2,668 $232K 0.05% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,035 shares 1,035 $230K 0.05% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,599 shares; 2026Q3: 2,512 shares 2,512 $224K 0.05% -87 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,761 shares; 2026Q2: not reported; 2026Q3: 1,760 shares 1,760 $220K 0.05% new 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; 2024Q4: not reported; 2025Q1: 5,436 shares; 2025Q2: 7,004 shares; 2025Q3: 5,373 shares; 2025Q4: 4,978 shares; 2026Q1: 4,978 shares; 2026Q2: not reported; 2026Q3: 4,754 shares 4,754 $218K 0.05% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 754 shares; 2026Q1: 754 shares; 2026Q2: 755 shares; 2026Q3: 755 shares 755 $215K 0.05% 0 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,000 shares; 2025Q4: 1,800 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares; 2026Q3: 1,300 shares 1,300 $214K 0.05% -100 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,420 shares; 2026Q3: 1,367 shares 1,367 $212K 0.05% -53 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,494 shares 4,494 $211K 0.05% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,276 shares; 2026Q3: 1,277 shares 1,277 $210K 0.05% +1 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 810 shares 810 $207K 0.05% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,030 shares; 2026Q1: 9,030 shares; 2026Q2: 9,030 shares; 2026Q3: 9,030 shares 9,030 $205K 0.05% 0 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,810 shares; 2025Q1: 21,199 shares; 2025Q2: 17,747 shares; 2025Q3: 15,273 shares; 2025Q4: 15,595 shares; 2026Q1: 15,942 shares; 2026Q2: 16,300 shares; 2026Q3: 16,691 shares 16,691 $150K 0.04% +391 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 60,951 shares 60,951 $56.1K 0.01% new Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares; 2026Q3: 10,000 shares 10,000 $30.6K 0.01% 0 Timeline