QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,924 shares; 2024Q4: 73,816 shares; 2025Q1: 80,698 shares; 2025Q2: 123,289 shares; 2025Q3: 130,955 shares; 2025Q4: 128,573 shares; 2026Q1: 142,992 shares; 2026Q2: 150,298 shares 150,298 $45.5M 5.77% +7,306 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: 40,767 shares; 2024Q4: 42,479 shares; 2025Q1: 59,212 shares; 2025Q2: 44,150 shares; 2025Q3: 41,395 shares; 2025Q4: 40,581 shares; 2026Q1: 35,066 shares; 2026Q2: 33,563 shares 33,563 $24.7M 3.13% -1,503 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: 5,849 shares; 2024Q4: 6,204 shares; 2025Q1: 16,800 shares; 2025Q2: 21,032 shares; 2025Q3: 21,330 shares; 2025Q4: 18,445 shares; 2026Q1: 22,988 shares; 2026Q2: 32,880 shares 32,880 $22.6M 2.86% +9,892 Timeline XMHQ 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: 164,013 shares; 2024Q4: 181,912 shares; 2025Q1: 192,164 shares; 2025Q2: 187,923 shares; 2025Q3: 186,274 shares; 2025Q4: 189,315 shares; 2026Q1: 183,355 shares; 2026Q2: 184,344 shares 184,344 $20.8M 2.64% +989 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230,725 shares; 2024Q4: 233,850 shares; 2025Q1: 239,946 shares; 2025Q2: 266,086 shares; 2025Q3: 268,057 shares; 2025Q4: 278,878 shares; 2026Q1: 266,845 shares; 2026Q2: 269,833 shares 269,833 $20.2M 2.56% +2,988 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: 60,399 shares; 2024Q4: 61,479 shares; 2025Q1: 67,966 shares; 2025Q2: 69,002 shares; 2025Q3: 74,102 shares; 2025Q4: 73,396 shares; 2026Q1: 69,412 shares; 2026Q2: 69,821 shares 69,821 $20.2M 2.56% +409 Timeline DFUS 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: 96,289 shares; 2024Q4: 99,302 shares; 2025Q1: 165,526 shares; 2025Q2: 175,324 shares; 2025Q3: 185,002 shares; 2025Q4: 197,594 shares; 2026Q1: 212,833 shares; 2026Q2: 218,892 shares 218,892 $17.9M 2.27% +6,059 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265,288 shares; 2024Q4: 265,170 shares; 2025Q1: 267,156 shares; 2025Q2: 273,091 shares; 2025Q3: 248,657 shares; 2025Q4: 332,461 shares; 2026Q1: 337,346 shares; 2026Q2: 344,673 shares 344,673 $17M 2.15% +7,327 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: 38,657 shares; 2024Q4: 43,112 shares; 2025Q1: 72,732 shares; 2025Q2: 72,723 shares; 2025Q3: 88,486 shares; 2025Q4: 88,214 shares; 2026Q1: 68,086 shares; 2026Q2: 66,441 shares 66,441 $13.3M 1.68% -1,645 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH 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: 152,461 shares; 2025Q4: 172,694 shares; 2026Q1: 265,207 shares; 2026Q2: 280,651 shares 280,651 $13.2M 1.68% +15,444 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: 27,111 shares; 2024Q4: 27,513 shares; 2025Q1: 32,461 shares; 2025Q2: 33,281 shares; 2025Q3: 34,592 shares; 2025Q4: 34,669 shares; 2026Q1: 34,289 shares; 2026Q2: 33,642 shares 33,642 $12.5M 1.59% -647 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,351 shares; 2024Q4: 189,719 shares; 2025Q1: 193,805 shares; 2025Q2: 198,514 shares; 2025Q3: 304,891 shares; 2025Q4: 308,850 shares; 2026Q1: 317,299 shares; 2026Q2: 329,694 shares 329,694 $12.2M 1.55% +12,395 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 17,219 shares; 2025Q4: 48,785 shares; 2026Q1: 73,387 shares; 2026Q2: 82,091 shares 82,091 $12.2M 1.54% +8,704 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: 175,198 shares; 2024Q4: 79,946 shares; 2025Q1: 149,889 shares; 2025Q2: 152,464 shares; 2025Q3: 208,104 shares; 2025Q4: 180,569 shares; 2026Q1: 153,548 shares; 2026Q2: 156,523 shares 156,523 $11.9M 1.5% +2,975 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: 37,414 shares; 2024Q4: 38,245 shares; 2025Q1: 46,738 shares; 2025Q2: 47,492 shares; 2025Q3: 50,548 shares; 2025Q4: 51,096 shares; 2026Q1: 49,130 shares; 2026Q2: 49,463 shares 49,463 $11.8M 1.49% +333 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,376 shares; 2024Q4: 1,356 shares; 2025Q1: 34,819 shares; 2025Q2: 35,335 shares; 2025Q3: 33,510 shares; 2025Q4: 30,737 shares; 2026Q1: 17,727 shares; 2026Q2: 15,576 shares 15,576 $11.7M 1.48% -2,151 Timeline XLG 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: 160,779 shares; 2024Q4: 167,776 shares; 2025Q1: 144,127 shares; 2025Q2: 134,614 shares; 2025Q3: 141,144 shares; 2025Q4: 161,093 shares; 2026Q1: 166,900 shares; 2026Q2: 173,685 shares 173,685 $10.6M 1.35% +6,785 Timeline AVUV 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; 2024Q3: 50,875 shares; 2024Q4: 61,674 shares; 2025Q1: 81,904 shares; 2025Q2: 84,918 shares; 2025Q3: 72,883 shares; 2025Q4: 79,567 shares; 2026Q1: 76,462 shares; 2026Q2: 82,540 shares 82,540 $10.3M 1.3% +6,078 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,704 shares; 2024Q4: 34,746 shares; 2025Q1: 35,318 shares; 2025Q2: 37,402 shares; 2025Q3: 42,548 shares; 2025Q4: 94,388 shares; 2026Q1: 115,033 shares; 2026Q2: 126,522 shares 126,522 $10M 1.27% +11,489 Timeline ILOW AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 96,980 shares; 2025Q4: 120,342 shares; 2026Q1: 192,059 shares; 2026Q2: 207,651 shares 207,651 $9.44M 1.2% +15,592 Timeline DFAS 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: 85,461 shares; 2024Q4: 87,603 shares; 2025Q1: 99,747 shares; 2025Q2: 100,271 shares; 2025Q3: 102,275 shares; 2025Q4: 107,342 shares; 2026Q1: 112,545 shares; 2026Q2: 111,946 shares 111,946 $9.22M 1.17% -599 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,631 shares; 2025Q2: 35,661 shares; 2025Q3: 23,806 shares; 2025Q4: 29,158 shares; 2026Q1: 43,888 shares; 2026Q2: 50,965 shares 50,965 $9M 1.14% +7,077 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,366 shares; 2024Q4: 76,631 shares; 2025Q1: 98,456 shares; 2025Q2: 95,105 shares; 2025Q3: 81,376 shares; 2025Q4: 94,187 shares; 2026Q1: 88,493 shares; 2026Q2: 144,941 shares 144,941 $8.39M 1.06% +56,448 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,975 shares; 2026Q1: 34,808 shares; 2026Q2: 40,730 shares 40,730 $7.81M 0.99% +5,922 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: 13,457 shares; 2024Q4: 13,704 shares; 2025Q1: 19,011 shares; 2025Q2: 19,256 shares; 2025Q3: 21,088 shares; 2025Q4: 21,525 shares; 2026Q1: 21,296 shares; 2026Q2: 21,348 shares 21,348 $7.63M 0.97% +52 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,887 shares; 2024Q4: 70,987 shares; 2025Q1: 82,145 shares; 2025Q2: 40,943 shares; 2025Q3: 184,717 shares; 2025Q4: 179,188 shares; 2026Q1: 168,578 shares; 2026Q2: 169,797 shares 169,797 $7.33M 0.93% +1,219 Timeline SPHQ 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: 88,854 shares; 2024Q4: 96,066 shares; 2025Q1: 65,966 shares; 2025Q2: 81,134 shares; 2025Q3: 83,181 shares; 2025Q4: 88,011 shares; 2026Q1: 81,015 shares; 2026Q2: 79,574 shares 79,574 $7.17M 0.91% -1,441 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,937 shares; 2026Q1: 102,185 shares; 2026Q2: 54,405 shares 54,405 $7.02M 0.89% -47,780 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: 29,654 shares; 2024Q4: 30,514 shares; 2025Q1: 48,200 shares; 2025Q2: 48,088 shares; 2025Q3: 46,431 shares; 2025Q4: 47,023 shares; 2026Q1: 45,375 shares; 2026Q2: 45,480 shares 45,480 $6.75M 0.85% +105 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: 13,136 shares; 2024Q4: 13,350 shares; 2025Q1: 17,017 shares; 2025Q2: 18,131 shares; 2025Q3: 17,085 shares; 2025Q4: 17,865 shares; 2026Q1: 19,285 shares; 2026Q2: 20,441 shares 20,441 $6.69M 0.85% +1,156 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 136,297 shares; 2025Q4: 163,893 shares; 2026Q1: 185,744 shares; 2026Q2: 182,730 shares 182,730 $6.68M 0.85% -3,014 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: 25,512 shares; 2024Q4: 24,998 shares; 2025Q1: 28,230 shares; 2025Q2: 32,898 shares; 2025Q3: 36,971 shares; 2025Q4: 30,649 shares; 2026Q1: 30,565 shares; 2026Q2: 13,729 shares 13,729 $5.77M 0.73% -16,836 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: 10,509 shares; 2025Q1: 12,148 shares; 2025Q2: 15,220 shares; 2025Q3: 15,249 shares; 2025Q4: 15,209 shares; 2026Q1: 13,520 shares; 2026Q2: 13,091 shares 13,091 $5.67M 0.72% -429 Timeline FLXR TCW ETF TRUST More: the full row for TCW 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: 36,184 shares; 2025Q3: 49,224 shares; 2025Q4: 59,818 shares; 2026Q1: 114,093 shares; 2026Q2: 141,810 shares 141,810 $5.56M 0.7% +27,717 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: 31,860 shares 31,860 $5.44M 0.69% new Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL 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: 116,755 shares; 2026Q2: 149,384 shares 149,384 $5.44M 0.69% +32,629 Timeline SCHV 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: 35,170 shares; 2024Q4: 111,891 shares; 2025Q1: 120,527 shares; 2025Q2: 125,092 shares; 2025Q3: 131,422 shares; 2025Q4: 145,899 shares; 2026Q1: 147,374 shares; 2026Q2: 153,791 shares 153,791 $5.35M 0.68% +6,417 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,413 shares; 2025Q1: 5,649 shares; 2025Q2: 8,298 shares; 2025Q3: 7,649 shares; 2025Q4: 33,594 shares; 2026Q1: 37,974 shares; 2026Q2: 79,191 shares 79,191 $5.23M 0.66% +41,217 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,859 shares; 2024Q4: 120,188 shares; 2025Q1: 126,180 shares; 2025Q2: 127,373 shares; 2025Q3: 130,661 shares; 2025Q4: 141,898 shares; 2026Q1: 144,626 shares; 2026Q2: 153,145 shares 153,145 $5.18M 0.66% +8,519 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,596 shares; 2024Q4: 4,762 shares; 2025Q1: 5,365 shares; 2025Q2: 5,838 shares; 2025Q3: 6,523 shares; 2025Q4: 6,680 shares; 2026Q1: 6,766 shares; 2026Q2: 6,611 shares 6,611 $4.76M 0.6% -155 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: 10,917 shares; 2024Q4: 11,812 shares; 2025Q1: 13,755 shares; 2025Q2: 14,456 shares; 2025Q3: 13,995 shares; 2025Q4: 32,311 shares; 2026Q1: 31,460 shares; 2026Q2: 31,853 shares 31,853 $4.67M 0.59% +393 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: 5,752 shares; 2024Q4: 5,999 shares; 2025Q1: 13,826 shares; 2025Q2: 16,158 shares; 2025Q3: 15,537 shares; 2025Q4: 14,795 shares; 2026Q1: 12,460 shares; 2026Q2: 12,198 shares 12,198 $4.61M 0.58% -262 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: 16,650 shares; 2024Q4: 16,380 shares; 2025Q1: 17,985 shares; 2025Q2: 19,035 shares; 2025Q3: 20,035 shares; 2025Q4: 20,629 shares; 2026Q1: 21,034 shares; 2026Q2: 21,117 shares 21,117 $4.49M 0.57% +83 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: 59,911 shares; 2024Q4: 62,573 shares; 2025Q1: 63,542 shares; 2025Q2: 62,365 shares; 2025Q3: 62,238 shares; 2025Q4: 64,748 shares; 2026Q1: 62,200 shares; 2026Q2: 62,196 shares 62,196 $4.48M 0.57% -4 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,933 shares; 2024Q4: 82,662 shares; 2025Q1: 82,934 shares; 2025Q2: 83,772 shares; 2025Q3: 46,679 shares; 2025Q4: 51,515 shares; 2026Q1: 47,418 shares; 2026Q2: 47,012 shares 47,012 $4.42M 0.56% -406 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,655 shares; 2024Q4: 29,502 shares; 2025Q1: 28,917 shares; 2025Q2: 30,992 shares; 2025Q3: 31,478 shares; 2025Q4: 31,817 shares; 2026Q1: 29,954 shares; 2026Q2: 30,188 shares 30,188 $4.22M 0.54% +234 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: 43,356 shares; 2024Q4: 37,168 shares; 2025Q1: 56,563 shares; 2025Q2: 57,444 shares; 2025Q3: 56,396 shares; 2025Q4: 54,847 shares; 2026Q1: 53,967 shares; 2026Q2: 52,526 shares 52,526 $4.05M 0.51% -1,441 Timeline PWRD TCW ETF TRUST More: the full row for TCW 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: 7,689 shares; 2025Q3: 9,228 shares; 2025Q4: 10,855 shares; 2026Q1: 30,821 shares; 2026Q2: 32,757 shares 32,757 $4.03M 0.51% +1,936 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,060 shares; 2024Q4: 1,183 shares; 2025Q1: 1,568 shares; 2025Q2: 1,738 shares; 2025Q3: 1,754 shares; 2025Q4: 1,899 shares; 2026Q1: 1,941 shares; 2026Q2: 1,990 shares 1,990 $3.96M 0.5% +49 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,153 shares; 2024Q4: 36,726 shares; 2025Q1: 55,741 shares; 2025Q2: 68,091 shares; 2025Q3: 67,367 shares; 2025Q4: 69,433 shares; 2026Q1: 92,203 shares; 2026Q2: 85,126 shares 85,126 $3.89M 0.49% -7,077 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: 28,476 shares; 2024Q4: 28,775 shares; 2025Q1: 35,570 shares; 2025Q2: 34,637 shares; 2025Q3: 34,736 shares; 2025Q4: not reported; 2026Q1: 36,051 shares; 2026Q2: 39,510 shares 39,510 $3.82M 0.48% +3,459 Timeline XNTK 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: 3,326 shares; 2025Q3: 11,411 shares; 2025Q4: 11,066 shares; 2026Q1: 11,612 shares; 2026Q2: 9,562 shares 9,562 $3.74M 0.47% -2,050 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,056 shares; 2024Q4: 14,149 shares; 2025Q1: 42,243 shares; 2025Q2: 41,802 shares; 2025Q3: 40,980 shares; 2025Q4: 38,688 shares; 2026Q1: 21,194 shares; 2026Q2: 18,771 shares 18,771 $3.71M 0.47% -2,423 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; 2024Q3: 88,403 shares; 2024Q4: 86,300 shares; 2025Q1: 83,086 shares; 2025Q2: 80,334 shares; 2025Q3: 80,101 shares; 2025Q4: 79,352 shares; 2026Q1: 74,085 shares; 2026Q2: 76,225 shares 76,225 $3.67M 0.47% +2,140 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: 15,051 shares; 2024Q4: 15,444 shares; 2025Q1: 32,186 shares; 2025Q2: 33,057 shares; 2025Q3: 33,746 shares; 2025Q4: 32,999 shares; 2026Q1: 28,404 shares; 2026Q2: 26,799 shares 26,799 $3.66M 0.46% -1,605 Timeline VBK 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: 10,350 shares; 2024Q4: 10,063 shares; 2025Q1: 10,258 shares; 2025Q2: 9,887 shares; 2025Q3: 9,809 shares; 2025Q4: 9,924 shares; 2026Q1: 9,883 shares; 2026Q2: 9,838 shares 9,838 $3.6M 0.46% -45 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,677 shares; 2024Q4: 5,934 shares; 2025Q1: 7,165 shares; 2025Q2: 7,801 shares; 2025Q3: 9,129 shares; 2025Q4: 9,332 shares; 2026Q1: 10,144 shares; 2026Q2: 10,287 shares 10,287 $3.51M 0.44% +143 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: 3,031 shares; 2024Q4: 3,132 shares; 2025Q1: 3,167 shares; 2025Q2: 3,535 shares; 2025Q3: 3,884 shares; 2025Q4: 3,472 shares; 2026Q1: 3,331 shares; 2026Q2: 2,871 shares 2,871 $3.44M 0.44% -460 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: 10,977 shares; 2024Q4: 11,492 shares; 2025Q1: 13,457 shares; 2025Q2: 13,293 shares; 2025Q3: 13,214 shares; 2025Q4: 13,493 shares; 2026Q1: 13,551 shares; 2026Q2: 13,304 shares 13,304 $3.38M 0.43% -247 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: not reported; 2024Q4: not reported; 2025Q1: 36,364 shares; 2025Q2: 35,247 shares; 2025Q3: 32,052 shares; 2025Q4: not reported; 2026Q1: 21,367 shares; 2026Q2: 20,065 shares 20,065 $3.28M 0.42% -1,302 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,575 shares; 2024Q4: 80,865 shares; 2025Q1: 86,344 shares; 2025Q2: 88,130 shares; 2025Q3: 88,397 shares; 2025Q4: 99,423 shares; 2026Q1: 104,223 shares; 2026Q2: 107,221 shares 107,221 $3.15M 0.4% +2,998 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,095 shares; 2024Q4: 7,403 shares; 2025Q1: 29,643 shares; 2025Q2: 24,396 shares; 2025Q3: 32,983 shares; 2025Q4: 20,930 shares; 2026Q1: 14,475 shares; 2026Q2: 12,707 shares 12,707 $3.09M 0.39% -1,768 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: 4,519 shares; 2024Q4: 4,807 shares; 2025Q1: 5,322 shares; 2025Q2: 5,655 shares; 2025Q3: 7,340 shares; 2025Q4: 7,900 shares; 2026Q1: 8,104 shares; 2026Q2: 5,305 shares 5,305 $3.08M 0.39% -2,799 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 92,322 shares; 2025Q4: 99,614 shares; 2026Q1: 91,078 shares; 2026Q2: 85,891 shares 85,891 $3.07M 0.39% -5,187 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,349 shares; 2024Q4: 2,594 shares; 2025Q1: 8,656 shares; 2025Q2: 10,261 shares; 2025Q3: 9,461 shares; 2025Q4: 9,678 shares; 2026Q1: 6,201 shares; 2026Q2: 5,993 shares 5,993 $3M 0.38% -208 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: 2,292 shares; 2024Q4: 2,360 shares; 2025Q1: 2,651 shares; 2025Q2: 2,861 shares; 2025Q3: 2,914 shares; 2025Q4: 2,979 shares; 2026Q1: 2,933 shares; 2026Q2: 3,007 shares 3,007 $2.94M 0.37% +74 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,718 shares; 2024Q4: 62,527 shares; 2025Q1: 33,456 shares; 2025Q2: 30,060 shares; 2025Q3: 29,546 shares; 2025Q4: 28,720 shares; 2026Q1: 26,801 shares; 2026Q2: 52,076 shares 52,076 $2.92M 0.37% +25,275 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: 6,740 shares; 2024Q4: 7,073 shares; 2025Q1: 8,918 shares; 2025Q2: 8,350 shares; 2025Q3: 8,598 shares; 2025Q4: 7,885 shares; 2026Q1: 7,743 shares; 2026Q2: 7,943 shares 7,943 $2.81M 0.36% +200 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,426 shares; 2025Q2: 45,678 shares; 2025Q3: 46,393 shares; 2025Q4: 67,450 shares; 2026Q1: 64,521 shares; 2026Q2: 64,320 shares 64,320 $2.78M 0.35% -201 Timeline FELC 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: 100,555 shares; 2024Q4: 103,779 shares; 2025Q1: 117,266 shares; 2025Q2: 151,857 shares; 2025Q3: 35,405 shares; 2025Q4: 41,177 shares; 2026Q1: 67,621 shares; 2026Q2: 65,121 shares 65,121 $2.73M 0.35% -2,500 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: 133,989 shares; 2024Q4: 133,503 shares; 2025Q1: 143,241 shares; 2025Q2: 140,130 shares; 2025Q3: 136,796 shares; 2025Q4: 133,773 shares; 2026Q1: 132,860 shares; 2026Q2: 128,238 shares 128,238 $2.65M 0.34% -4,622 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: 610 shares; 2024Q4: 1,899 shares; 2025Q1: 5,027 shares; 2025Q2: 4,578 shares; 2025Q3: 4,842 shares; 2025Q4: 4,880 shares; 2026Q1: 5,013 shares; 2026Q2: 30,372 shares 30,372 $2.62M 0.33% +25,359 Timeline VOT 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: 10,191 shares; 2024Q4: 10,112 shares; 2025Q1: 10,241 shares; 2025Q2: 10,241 shares; 2025Q3: 10,289 shares; 2025Q4: 10,377 shares; 2026Q1: 8,521 shares; 2026Q2: 8,521 shares 8,521 $2.61M 0.33% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,465 shares; 2024Q4: 3,563 shares; 2025Q1: 4,466 shares; 2025Q2: 4,940 shares; 2025Q3: 5,648 shares; 2025Q4: 5,367 shares; 2026Q1: 4,949 shares; 2026Q2: 4,553 shares 4,553 $2.56M 0.32% -396 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: 29,429 shares; 2024Q4: 29,879 shares; 2025Q1: 43,179 shares; 2025Q2: 43,250 shares; 2025Q3: 43,939 shares; 2025Q4: 42,983 shares; 2026Q1: 45,185 shares; 2026Q2: 43,806 shares 43,806 $2.5M 0.32% -1,379 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: 42,285 shares; 2024Q4: 33,856 shares; 2025Q1: 33,227 shares; 2025Q2: 35,534 shares; 2025Q3: 28,750 shares; 2025Q4: 18,575 shares; 2026Q1: 17,823 shares; 2026Q2: 17,954 shares 17,954 $2.47M 0.31% +131 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,150 shares; 2024Q4: 5,784 shares; 2025Q1: 8,679 shares; 2025Q2: 8,830 shares; 2025Q3: 8,820 shares; 2025Q4: 9,591 shares; 2026Q1: 9,659 shares; 2026Q2: 9,796 shares 9,796 $2.46M 0.31% +137 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,057 shares; 2024Q4: 69,081 shares; 2025Q1: 67,756 shares; 2025Q2: 65,349 shares; 2025Q3: 74,622 shares; 2025Q4: 86,629 shares; 2026Q1: 89,277 shares; 2026Q2: 93,886 shares 93,886 $2.46M 0.31% +4,609 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: 590 shares; 2024Q4: 582 shares; 2025Q1: 2,184 shares; 2025Q2: 2,258 shares; 2025Q3: 2,288 shares; 2025Q4: 2,262 shares; 2026Q1: 2,251 shares; 2026Q2: 2,234 shares 2,234 $2.38M 0.3% -17 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 30,010 shares 30,010 $2.32M 0.29% 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: 2,703 shares; 2024Q4: 2,823 shares; 2025Q1: 3,768 shares; 2025Q2: 4,159 shares; 2025Q3: 4,255 shares; 2025Q4: 4,263 shares; 2026Q1: 4,340 shares; 2026Q2: 4,541 shares 4,541 $2.28M 0.29% +201 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: 6,238 shares; 2024Q4: 6,314 shares; 2025Q1: 6,972 shares; 2025Q2: 7,284 shares; 2025Q3: 7,097 shares; 2025Q4: 7,175 shares; 2026Q1: 7,169 shares; 2026Q2: 6,430 shares 6,430 $2.27M 0.29% -739 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: 14,488 shares; 2024Q4: 13,865 shares; 2025Q1: 26,939 shares; 2025Q2: 26,617 shares; 2025Q3: 24,284 shares; 2025Q4: 23,200 shares; 2026Q1: 20,741 shares; 2026Q2: 19,254 shares 19,254 $2.26M 0.29% -1,487 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: 2,744 shares; 2024Q4: 2,830 shares; 2025Q1: 2,680 shares; 2025Q2: 2,951 shares; 2025Q3: 2,967 shares; 2025Q4: 3,674 shares; 2026Q1: 3,258 shares; 2026Q2: 1,945 shares 1,945 $2.25M 0.28% -1,313 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,335 shares; 2025Q3: not reported; 2025Q4: 22,700 shares; 2026Q1: 22,280 shares; 2026Q2: 25,265 shares 25,265 $2.25M 0.28% +2,985 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,573 shares; 2024Q4: 41,195 shares; 2025Q1: 33,621 shares; 2025Q2: 37,341 shares; 2025Q3: 42,383 shares; 2025Q4: 42,990 shares; 2026Q1: 45,175 shares; 2026Q2: 50,377 shares 50,377 $2.24M 0.28% +5,202 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,829 shares; 2024Q4: 181,260 shares; 2025Q1: 175,200 shares; 2025Q2: 175,451 shares; 2025Q3: 173,834 shares; 2025Q4: 164,982 shares; 2026Q1: 159,964 shares; 2026Q2: 160,470 shares 160,470 $2.23M 0.28% +506 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: 5,772 shares; 2024Q4: 5,772 shares; 2025Q1: 5,772 shares; 2025Q2: 5,772 shares; 2025Q3: 5,772 shares; 2025Q4: 11,544 shares; 2026Q1: 11,672 shares; 2026Q2: 11,666 shares 11,666 $2.22M 0.28% -6 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,755 shares; 2024Q4: 43,114 shares; 2025Q1: 41,134 shares; 2025Q2: 45,410 shares; 2025Q3: 42,609 shares; 2025Q4: 36,110 shares; 2026Q1: 34,123 shares; 2026Q2: 34,567 shares 34,567 $2.09M 0.26% +444 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: 2,932 shares; 2024Q4: 3,117 shares; 2025Q1: 5,833 shares; 2025Q2: 5,898 shares; 2025Q3: 5,837 shares; 2025Q4: 5,820 shares; 2026Q1: 5,469 shares; 2026Q2: 5,655 shares 5,655 $2.05M 0.26% +186 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 13,210 shares; 2026Q1: 14,350 shares; 2026Q2: 19,850 shares 19,850 $2.02M 0.26% +5,500 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: 28,837 shares; 2024Q4: 30,047 shares; 2025Q1: 47,641 shares; 2025Q2: 49,020 shares; 2025Q3: 27,956 shares; 2025Q4: 25,030 shares; 2026Q1: 11,150 shares; 2026Q2: 8,870 shares 8,870 $1.95M 0.25% -2,280 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,339 shares; 2024Q4: 7,375 shares; 2025Q1: 10,358 shares; 2025Q2: 11,698 shares; 2025Q3: 12,253 shares; 2025Q4: 12,117 shares; 2026Q1: 11,795 shares; 2026Q2: 12,124 shares 12,124 $1.9M 0.24% +329 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: 20,252 shares; 2024Q4: 20,197 shares; 2025Q1: 20,096 shares; 2025Q2: 18,628 shares; 2025Q3: 18,694 shares; 2025Q4: 19,615 shares; 2026Q1: 21,210 shares; 2026Q2: 22,866 shares 22,866 $1.89M 0.24% +1,656 Timeline RFG 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: 33,770 shares; 2024Q4: 31,155 shares; 2025Q1: 30,220 shares; 2025Q2: 31,395 shares; 2025Q3: 30,070 shares; 2025Q4: 30,585 shares; 2026Q1: 28,720 shares; 2026Q2: 28,545 shares 28,545 $1.84M 0.23% -175 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: 4,261 shares; 2024Q4: 4,288 shares; 2025Q1: 4,483 shares; 2025Q2: 5,030 shares; 2025Q3: 5,032 shares; 2025Q4: 5,135 shares; 2026Q1: 5,336 shares; 2026Q2: 5,266 shares 5,266 $1.81M 0.23% -70 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,235 shares; 2024Q4: 8,436 shares; 2025Q1: 8,373 shares; 2025Q2: 9,610 shares; 2025Q3: 9,596 shares; 2025Q4: 9,565 shares; 2026Q1: 9,971 shares; 2026Q2: 10,027 shares 10,027 $1.77M 0.22% +56 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,518 shares; 2024Q4: 14,191 shares; 2025Q1: 14,170 shares; 2025Q2: 15,426 shares; 2025Q3: 18,327 shares; 2025Q4: 18,094 shares; 2026Q1: 17,673 shares; 2026Q2: 17,873 shares 17,873 $1.72M 0.22% +200 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: 4,348 shares; 2024Q4: 4,468 shares; 2025Q1: 5,630 shares; 2025Q2: 5,668 shares; 2025Q3: 5,896 shares; 2025Q4: 6,040 shares; 2026Q1: 6,251 shares; 2026Q2: 6,359 shares 6,359 $1.72M 0.22% +108 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: 15,124 shares; 2024Q4: 13,915 shares; 2025Q1: 7,099 shares; 2025Q2: 6,316 shares; 2025Q3: 6,641 shares; 2025Q4: 5,817 shares; 2026Q1: 4,639 shares; 2026Q2: 4,637 shares 4,637 $1.72M 0.22% -2 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: 5,459 shares; 2024Q4: 5,800 shares; 2025Q1: 9,272 shares; 2025Q2: 9,417 shares; 2025Q3: 10,699 shares; 2025Q4: 10,392 shares; 2026Q1: 9,941 shares; 2026Q2: 8,902 shares 8,902 $1.69M 0.21% -1,039 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: not reported; 2024Q4: not reported; 2025Q1: 23,415 shares; 2025Q2: 23,677 shares; 2025Q3: 21,910 shares; 2025Q4: 20,299 shares; 2026Q1: 13,680 shares; 2026Q2: 11,963 shares 11,963 $1.67M 0.21% -1,717 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: 7,769 shares; 2024Q4: 8,032 shares; 2025Q1: 10,953 shares; 2025Q2: 11,995 shares; 2025Q3: 9,449 shares; 2025Q4: 9,493 shares; 2026Q1: 7,987 shares; 2026Q2: 7,872 shares 7,872 $1.65M 0.21% -115 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,052 shares; 2026Q2: 3,323 shares 3,323 $1.63M 0.21% +1,271 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: not reported; 2024Q4: not reported; 2025Q1: 18,513 shares; 2025Q2: 21,158 shares; 2025Q3: 24,086 shares; 2025Q4: 23,840 shares; 2026Q1: 27,675 shares; 2026Q2: 30,798 shares 30,798 $1.61M 0.2% +3,123 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 489 shares; 2024Q4: 548 shares; 2025Q1: 588 shares; 2025Q2: 998 shares; 2025Q3: 1,013 shares; 2025Q4: 1,131 shares; 2026Q1: 1,119 shares; 2026Q2: 1,118 shares 1,118 $1.55M 0.2% -1 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: 3,787 shares; 2024Q4: 3,787 shares; 2025Q1: 3,787 shares; 2025Q2: 6,161 shares; 2025Q3: 6,393 shares; 2025Q4: 5,711 shares; 2026Q1: 5,666 shares; 2026Q2: 5,181 shares 5,181 $1.54M 0.2% -485 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: 12,587 shares; 2024Q4: 12,111 shares; 2025Q1: 14,635 shares; 2025Q2: 15,730 shares; 2025Q3: not reported; 2025Q4: 16,483 shares; 2026Q1: 16,339 shares; 2026Q2: 16,038 shares 16,038 $1.54M 0.2% -301 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: 11,342 shares; 2024Q4: 11,283 shares; 2025Q1: 13,946 shares; 2025Q2: 13,873 shares; 2025Q3: 13,695 shares; 2025Q4: 13,242 shares; 2026Q1: 13,024 shares; 2026Q2: 13,196 shares 13,196 $1.49M 0.19% +172 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: 3,577 shares; 2024Q4: 3,677 shares; 2025Q1: 3,802 shares; 2025Q2: 4,742 shares; 2025Q3: 6,172 shares; 2025Q4: 6,189 shares; 2026Q1: 5,972 shares; 2026Q2: 5,919 shares 5,919 $1.46M 0.18% -53 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,208 shares; 2024Q4: 1,272 shares; 2025Q1: 1,389 shares; 2025Q2: 2,057 shares; 2025Q3: 3,088 shares; 2025Q4: 3,176 shares; 2026Q1: 3,296 shares; 2026Q2: 3,599 shares 3,599 $1.43M 0.18% +303 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,936 shares; 2024Q4: 4,564 shares; 2025Q1: 11,853 shares; 2025Q2: 12,835 shares; 2025Q3: 15,576 shares; 2025Q4: 17,759 shares; 2026Q1: 17,119 shares; 2026Q2: 17,504 shares 17,504 $1.42M 0.18% +385 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: 1,853 shares; 2024Q4: 1,863 shares; 2025Q1: 6,289 shares; 2025Q2: 6,057 shares; 2025Q3: 7,446 shares; 2025Q4: 2,477 shares; 2026Q1: 2,123 shares; 2026Q2: 1,898 shares 1,898 $1.42M 0.18% -225 Timeline UTWO RBB FD INC More: the full row for RBB FD 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: 27,931 shares; 2025Q4: 28,869 shares; 2026Q1: 28,869 shares; 2026Q2: 28,869 shares 28,869 $1.38M 0.18% 0 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: 1,773 shares; 2024Q4: 1,949 shares; 2025Q1: 2,247 shares; 2025Q2: 3,387 shares; 2025Q3: 3,389 shares; 2025Q4: 3,115 shares; 2026Q1: 3,183 shares; 2026Q2: 3,217 shares 3,217 $1.37M 0.17% +34 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,734 shares; 2025Q2: 14,913 shares; 2025Q3: 14,915 shares; 2025Q4: 14,994 shares; 2026Q1: 14,925 shares; 2026Q2: 15,765 shares 15,765 $1.37M 0.17% +840 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,513 shares; 2024Q4: 11,509 shares; 2025Q1: 13,632 shares; 2025Q2: 15,393 shares; 2025Q3: 14,419 shares; 2025Q4: 15,208 shares; 2026Q1: 14,702 shares; 2026Q2: 15,336 shares 15,336 $1.35M 0.17% +634 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,840 shares; 2026Q1: 1,857 shares; 2026Q2: 2,030 shares 2,030 $1.33M 0.17% +173 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,443 shares; 2024Q4: 5,282 shares; 2025Q1: 4,550 shares; 2025Q2: 4,201 shares; 2025Q3: 4,222 shares; 2025Q4: 4,214 shares; 2026Q1: 4,213 shares; 2026Q2: 16,184 shares 16,184 $1.3M 0.17% +11,971 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,360 shares; 2024Q4: 8,209 shares; 2025Q1: 8,032 shares; 2025Q2: 14,877 shares; 2025Q3: 14,859 shares; 2025Q4: 14,922 shares; 2026Q1: 13,708 shares; 2026Q2: 12,803 shares 12,803 $1.26M 0.16% -905 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,977 shares; 2024Q4: 3,993 shares; 2025Q1: 4,089 shares; 2025Q2: 5,793 shares; 2025Q3: 5,826 shares; 2025Q4: 7,908 shares; 2026Q1: 8,161 shares; 2026Q2: 8,587 shares 8,587 $1.26M 0.16% +426 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 478 shares; 2025Q1: 565 shares; 2025Q2: 578 shares; 2025Q3: 590 shares; 2025Q4: not reported; 2026Q1: 653 shares; 2026Q2: 731 shares 731 $1.24M 0.16% +78 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: 5,620 shares; 2025Q2: 5,238 shares; 2025Q3: 5,239 shares; 2025Q4: 5,423 shares; 2026Q1: 5,188 shares; 2026Q2: 5,685 shares 5,685 $1.24M 0.16% +497 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: 2,725 shares; 2024Q4: 2,835 shares; 2025Q1: 3,617 shares; 2025Q2: 5,055 shares; 2025Q3: 5,997 shares; 2025Q4: 6,077 shares; 2026Q1: 6,079 shares; 2026Q2: 7,418 shares 7,418 $1.23M 0.16% +1,339 Timeline VLUE 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: 8,214 shares; 2025Q2: 8,136 shares; 2025Q3: 7,706 shares; 2025Q4: 6,925 shares; 2026Q1: 6,080 shares; 2026Q2: 6,053 shares 6,053 $1.21M 0.15% -27 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,638 shares; 2024Q4: 9,254 shares; 2025Q1: 9,941 shares; 2025Q2: 9,206 shares; 2025Q3: 9,051 shares; 2025Q4: 8,752 shares; 2026Q1: 8,846 shares; 2026Q2: 8,695 shares 8,695 $1.19M 0.15% -151 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230,692 shares; 2024Q4: 214,098 shares; 2025Q1: 188,401 shares; 2025Q2: 185,050 shares; 2025Q3: 46,332 shares; 2025Q4: 37,109 shares; 2026Q1: 26,895 shares; 2026Q2: 22,793 shares 22,793 $1.15M 0.15% -4,102 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: 1,199 shares; 2025Q2: 1,740 shares; 2025Q3: 1,903 shares; 2025Q4: 1,864 shares; 2026Q1: 1,494 shares; 2026Q2: 1,492 shares 1,492 $1.14M 0.14% -2 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: 8,387 shares; 2024Q4: 8,809 shares; 2025Q1: 125,462 shares; 2025Q2: 11,404 shares; 2025Q3: 11,739 shares; 2025Q4: 12,259 shares; 2026Q1: 12,156 shares; 2026Q2: 12,529 shares 12,529 $1.14M 0.14% +373 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: 2,553 shares; 2025Q3: 3,808 shares; 2025Q4: 3,814 shares; 2026Q1: 2,932 shares; 2026Q2: 2,583 shares 2,583 $1.11M 0.14% -349 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,246 shares; 2024Q4: 1,313 shares; 2025Q1: 1,487 shares; 2025Q2: 2,037 shares; 2025Q3: 2,021 shares; 2025Q4: 3,836 shares; 2026Q1: 4,029 shares; 2026Q2: 4,194 shares 4,194 $1.1M 0.14% +165 Timeline OPPJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,018 shares 19,018 $1.1M 0.14% 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: 1,422 shares; 2024Q4: 1,440 shares; 2025Q1: 1,476 shares; 2025Q2: 2,012 shares; 2025Q3: 2,047 shares; 2025Q4: 2,075 shares; 2026Q1: 2,005 shares; 2026Q2: 2,069 shares 2,069 $1.07M 0.14% +64 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,828 shares; 2024Q4: 3,907 shares; 2025Q1: 12,472 shares; 2025Q2: 13,068 shares; 2025Q3: 13,231 shares; 2025Q4: 12,595 shares; 2026Q1: 9,466 shares; 2026Q2: 9,103 shares 9,103 $1.07M 0.14% -363 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: 991 shares; 2024Q4: 977 shares; 2025Q1: 2,548 shares; 2025Q2: 2,765 shares; 2025Q3: 3,194 shares; 2025Q4: 3,086 shares; 2026Q1: 2,188 shares; 2026Q2: 2,100 shares 2,100 $1.07M 0.14% -88 Timeline OBIL RBB FD INC More: the full row for RBB FD 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: 21,332 shares; 2025Q4: not reported; 2026Q1: 21,273 shares; 2026Q2: 21,273 shares 21,273 $1.06M 0.13% 0 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: 1,384 shares; 2024Q4: 1,373 shares; 2025Q1: 1,375 shares; 2025Q2: 1,868 shares; 2025Q3: 1,878 shares; 2025Q4: 1,880 shares; 2026Q1: 1,510 shares; 2026Q2: 1,481 shares 1,481 $1.06M 0.13% -29 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 473 shares; 2025Q1: 710 shares; 2025Q2: 974 shares; 2025Q3: 983 shares; 2025Q4: 973 shares; 2026Q1: 996 shares; 2026Q2: 932 shares 932 $1.06M 0.13% -64 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,066 shares; 2024Q4: 31,695 shares; 2025Q1: 21,155 shares; 2025Q2: 10,355 shares; 2025Q3: 10,355 shares; 2025Q4: 9,890 shares; 2026Q1: 9,849 shares; 2026Q2: 9,849 shares 9,849 $1.02M 0.13% 0 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,978 shares; 2024Q4: 8,765 shares; 2025Q1: 8,575 shares; 2025Q2: 9,339 shares; 2025Q3: 11,298 shares; 2025Q4: 11,897 shares; 2026Q1: 12,136 shares; 2026Q2: 11,940 shares 11,940 $1.02M 0.13% -196 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: 8,648 shares; 2024Q4: 9,131 shares; 2025Q1: 11,275 shares; 2025Q2: 11,392 shares; 2025Q3: 11,443 shares; 2025Q4: 11,247 shares; 2026Q1: 10,695 shares; 2026Q2: 10,635 shares 10,635 $1.02M 0.13% -60 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,250 shares; 2025Q1: 9,466 shares; 2025Q2: 11,724 shares; 2025Q3: 14,010 shares; 2025Q4: 17,030 shares; 2026Q1: 17,262 shares; 2026Q2: 19,633 shares 19,633 $996K 0.13% +2,371 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: 1,258 shares; 2024Q4: 1,234 shares; 2025Q1: 1,964 shares; 2025Q2: 2,287 shares; 2025Q3: 2,405 shares; 2025Q4: 2,549 shares; 2026Q1: 2,994 shares; 2026Q2: 2,084 shares 2,084 $995K 0.13% -910 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: 10,789 shares; 2025Q2: 10,794 shares; 2025Q3: 11,011 shares; 2025Q4: 10,538 shares; 2026Q1: 9,625 shares; 2026Q2: 11,265 shares 11,265 $990K 0.13% +1,640 Timeline MDYG 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: 6,755 shares; 2024Q4: 6,849 shares; 2025Q1: 7,225 shares; 2025Q2: 7,306 shares; 2025Q3: 7,774 shares; 2025Q4: 8,452 shares; 2026Q1: 8,910 shares; 2026Q2: 8,752 shares 8,752 $981K 0.12% -158 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,373 shares; 2024Q4: 29,653 shares; 2025Q1: 30,445 shares; 2025Q2: 34,090 shares; 2025Q3: 27,424 shares; 2025Q4: 26,599 shares; 2026Q1: 24,510 shares; 2026Q2: 19,419 shares 19,419 $980K 0.12% -5,091 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,731 shares; 2024Q4: 19,737 shares; 2025Q1: 19,348 shares; 2025Q2: 19,694 shares; 2025Q3: 20,299 shares; 2025Q4: 9,458 shares; 2026Q1: 20,212 shares; 2026Q2: 20,118 shares 20,118 $979K 0.12% -94 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: 3,502 shares; 2024Q4: 3,470 shares; 2025Q1: 3,842 shares; 2025Q2: 5,300 shares; 2025Q3: 5,674 shares; 2025Q4: 4,771 shares; 2026Q1: 6,411 shares; 2026Q2: 2,341 shares 2,341 $973K 0.12% -4,070 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: 1,978 shares; 2024Q4: 1,936 shares; 2025Q1: 7,662 shares; 2025Q2: 7,378 shares; 2025Q3: 7,220 shares; 2025Q4: 6,853 shares; 2026Q1: 6,846 shares; 2026Q2: 6,775 shares 6,775 $970K 0.12% -71 Timeline MDYV 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: 7,104 shares; 2024Q4: 7,261 shares; 2025Q1: 7,654 shares; 2025Q2: 7,802 shares; 2025Q3: 8,354 shares; 2025Q4: 9,097 shares; 2026Q1: 9,679 shares; 2026Q2: 9,639 shares 9,639 $914K 0.12% -40 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: 982 shares; 2024Q4: 980 shares; 2025Q1: 1,012 shares; 2025Q2: 1,114 shares; 2025Q3: 1,084 shares; 2025Q4: 1,032 shares; 2026Q1: 985 shares; 2026Q2: 965 shares 965 $903K 0.11% -20 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: 23,540 shares; 2024Q4: 19,749 shares; 2025Q1: 16,689 shares; 2025Q2: 10,001 shares; 2025Q3: 8,626 shares; 2025Q4: 6,761 shares; 2026Q1: 6,274 shares; 2026Q2: 6,431 shares 6,431 $898K 0.11% +157 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: 8,519 shares; 2024Q4: 8,559 shares; 2025Q1: 12,075 shares; 2025Q2: 11,185 shares; 2025Q3: 9,354 shares; 2025Q4: 8,903 shares; 2026Q1: 7,847 shares; 2026Q2: 6,862 shares 6,862 $882K 0.11% -985 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: 3,269 shares; 2024Q4: 3,451 shares; 2025Q1: 3,617 shares; 2025Q2: 4,328 shares; 2025Q3: 4,545 shares; 2025Q4: 4,214 shares; 2026Q1: 5,242 shares; 2026Q2: 7,053 shares 7,053 $878K 0.11% +1,811 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,348 shares; 2024Q4: 7,671 shares; 2025Q1: 8,116 shares; 2025Q2: 16,154 shares; 2025Q3: 16,511 shares; 2025Q4: 17,052 shares; 2026Q1: 17,783 shares; 2026Q2: 18,081 shares 18,081 $868K 0.11% +298 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: 385 shares; 2025Q1: 654 shares; 2025Q2: 668 shares; 2025Q3: 774 shares; 2025Q4: 994 shares; 2026Q1: 897 shares; 2026Q2: 838 shares 838 $848K 0.11% -59 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,368 shares; 2024Q4: 1,375 shares; 2025Q1: 4,592 shares; 2025Q2: 3,972 shares; 2025Q3: 3,884 shares; 2025Q4: 4,287 shares; 2026Q1: 4,287 shares; 2026Q2: 4,545 shares 4,545 $840K 0.11% +258 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,704 shares; 2025Q2: 6,704 shares; 2025Q3: 6,518 shares; 2025Q4: 5,860 shares; 2026Q1: 5,043 shares; 2026Q2: 5,079 shares 5,079 $834K 0.11% +36 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,690 shares; 2024Q4: 8,961 shares; 2025Q1: 10,523 shares; 2025Q2: 11,816 shares; 2025Q3: 13,809 shares; 2025Q4: 9,749 shares; 2026Q1: 10,227 shares; 2026Q2: 8,992 shares 8,992 $824K 0.1% -1,235 Timeline DFAI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,953 shares; 2026Q1: 31,983 shares; 2026Q2: 19,725 shares 19,725 $814K 0.1% -12,258 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: 20,139 shares; 2024Q4: 20,566 shares; 2025Q1: 19,571 shares; 2025Q2: 19,571 shares; 2025Q3: 19,298 shares; 2025Q4: 19,298 shares; 2026Q1: 19,248 shares; 2026Q2: 18,011 shares 18,011 $799K 0.1% -1,237 Timeline BILS 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: 41,748 shares; 2024Q4: 35,854 shares; 2025Q1: 34,693 shares; 2025Q2: 42,148 shares; 2025Q3: 7,967 shares; 2025Q4: 7,839 shares; 2026Q1: 5,469 shares; 2026Q2: 8,020 shares 8,020 $797K 0.1% +2,551 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,533 shares; 2025Q2: 17,533 shares; 2025Q3: 18,128 shares; 2025Q4: 18,100 shares; 2026Q1: 20,981 shares; 2026Q2: 20,981 shares 20,981 $796K 0.1% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,680 shares; 2024Q4: 16,965 shares; 2025Q1: 17,591 shares; 2025Q2: 17,613 shares; 2025Q3: 17,636 shares; 2025Q4: 15,715 shares; 2026Q1: 12,583 shares; 2026Q2: 12,559 shares 12,559 $792K 0.1% -24 Timeline EQRR PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,283 shares; 2024Q4: 11,881 shares; 2025Q1: 11,643 shares; 2025Q2: 11,562 shares; 2025Q3: 11,381 shares; 2025Q4: 11,427 shares; 2026Q1: 9,915 shares; 2026Q2: 9,597 shares 9,597 $784K 0.1% -318 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,322 shares; 2025Q4: 8,128 shares; 2026Q1: 8,128 shares; 2026Q2: 8,128 shares 8,128 $784K 0.1% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,310 shares; 2025Q3: 19,104 shares; 2025Q4: 17,599 shares; 2026Q1: 16,734 shares; 2026Q2: 15,434 shares 15,434 $775K 0.1% -1,300 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $772K 0.1% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,173 shares; 2024Q4: 81,134 shares; 2025Q1: 88,303 shares; 2025Q2: 90,449 shares; 2025Q3: 62,706 shares; 2025Q4: 13,366 shares; 2026Q1: 10,166 shares; 2026Q2: 7,954 shares 7,954 $761K 0.1% -2,212 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: 7,921 shares; 2024Q4: 8,149 shares; 2025Q1: 11,196 shares; 2025Q2: 10,003 shares; 2025Q3: 6,609 shares; 2025Q4: 5,770 shares; 2026Q1: 5,480 shares; 2026Q2: 5,470 shares 5,470 $741K 0.09% -10 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,603 shares; 2024Q4: 15,586 shares; 2025Q1: 15,467 shares; 2025Q2: 14,860 shares; 2025Q3: 14,003 shares; 2025Q4: 13,486 shares; 2026Q1: 13,486 shares; 2026Q2: 12,986 shares 12,986 $732K 0.09% -500 Timeline XBIL RBB FD INC More: the full row for RBB FD 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: 14,720 shares; 2025Q4: 14,580 shares; 2026Q1: 14,580 shares; 2026Q2: 14,580 shares 14,580 $729K 0.09% 0 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,621 shares; 2024Q4: 5,621 shares; 2025Q1: 5,621 shares; 2025Q2: 5,621 shares; 2025Q3: 5,481 shares; 2025Q4: 5,481 shares; 2026Q1: 4,955 shares; 2026Q2: 4,955 shares 4,955 $715K 0.09% 0 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: 1,510 shares; 2025Q2: 1,533 shares; 2025Q3: 1,460 shares; 2025Q4: 1,310 shares; 2026Q1: 821 shares; 2026Q2: 741 shares 741 $712K 0.09% -80 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: not reported; 2024Q4: not reported; 2025Q1: 13,707 shares; 2025Q2: 12,880 shares; 2025Q3: 11,446 shares; 2025Q4: 10,758 shares; 2026Q1: 7,147 shares; 2026Q2: 5,713 shares 5,713 $711K 0.09% -1,434 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: 3,098 shares 3,098 $694K 0.09% new Timeline SPMD 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: 4,299 shares; 2025Q3: 4,564 shares; 2025Q4: 6,673 shares; 2026Q1: 7,014 shares; 2026Q2: 10,231 shares 10,231 $691K 0.09% +3,217 Timeline AIFD TCW ETF TRUST More: the full row for TCW 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: 12,421 shares 12,421 $689K 0.09% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,356 shares; 2024Q4: 35,386 shares; 2025Q1: 36,208 shares; 2025Q2: 38,039 shares; 2025Q3: 38,072 shares; 2025Q4: 38,357 shares; 2026Q1: 37,661 shares; 2026Q2: 35,841 shares 35,841 $685K 0.09% -1,820 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: 3,098 shares 3,098 $685K 0.09% 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: not reported; 2024Q4: not reported; 2025Q1: 8,980 shares; 2025Q2: 8,355 shares; 2025Q3: 8,394 shares; 2025Q4: 8,394 shares; 2026Q1: 9,489 shares; 2026Q2: 9,489 shares 9,489 $676K 0.09% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,030 shares; 2025Q2: 9,030 shares; 2025Q3: 9,030 shares; 2025Q4: 9,110 shares; 2026Q1: 9,116 shares; 2026Q2: 9,016 shares 9,016 $670K 0.08% -100 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: 9,866 shares; 2025Q2: 9,862 shares; 2025Q3: 9,557 shares; 2025Q4: 9,590 shares; 2026Q1: 10,055 shares; 2026Q2: 8,096 shares 8,096 $669K 0.08% -1,959 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: 4,356 shares; 2025Q4: 4,356 shares; 2026Q1: 4,369 shares; 2026Q2: 4,376 shares 4,376 $663K 0.08% +7 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: 681 shares; 2024Q4: 670 shares; 2025Q1: 955 shares; 2025Q2: 1,033 shares; 2025Q3: 1,015 shares; 2025Q4: 5,528 shares; 2026Q1: 5,995 shares; 2026Q2: 6,640 shares 6,640 $659K 0.08% +645 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,096 shares; 2025Q1: 3,455 shares; 2025Q2: 3,452 shares; 2025Q3: 4,006 shares; 2025Q4: not reported; 2026Q1: 4,115 shares; 2026Q2: 3,558 shares 3,558 $644K 0.08% -557 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: 1,366 shares; 2024Q4: 1,545 shares; 2025Q1: 1,591 shares; 2025Q2: 1,601 shares; 2025Q3: 2,047 shares; 2025Q4: 1,756 shares; 2026Q1: 1,656 shares; 2026Q2: 1,714 shares 1,714 $641K 0.08% +58 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: 1,530 shares; 2024Q4: not reported; 2025Q1: 9,671 shares; 2025Q2: 10,390 shares; 2025Q3: 10,547 shares; 2025Q4: 10,652 shares; 2026Q1: 5,838 shares; 2026Q2: 5,932 shares 5,932 $638K 0.08% +94 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,344 shares; 2024Q4: 5,676 shares; 2025Q1: 6,646 shares; 2025Q2: 6,875 shares; 2025Q3: 7,295 shares; 2025Q4: 7,567 shares; 2026Q1: 8,257 shares; 2026Q2: 8,832 shares 8,832 $635K 0.08% +575 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: 697 shares; 2024Q4: not reported; 2025Q1: 1,693 shares; 2025Q2: 1,801 shares; 2025Q3: 1,980 shares; 2025Q4: 1,939 shares; 2026Q1: 1,904 shares; 2026Q2: 1,789 shares 1,789 $634K 0.08% -115 Timeline EOG EOG RES INC More: the full row for EOG RES 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: 2,876 shares; 2025Q4: not reported; 2026Q1: 4,609 shares; 2026Q2: 4,877 shares 4,877 $633K 0.08% +268 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,791 shares; 2024Q4: 1,883 shares; 2025Q1: 2,010 shares; 2025Q2: 2,942 shares; 2025Q3: 3,050 shares; 2025Q4: 3,241 shares; 2026Q1: 3,586 shares; 2026Q2: 3,716 shares 3,716 $632K 0.08% +130 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,770 shares; 2025Q3: 17,318 shares; 2025Q4: 18,305 shares; 2026Q1: 18,368 shares; 2026Q2: 18,473 shares 18,473 $632K 0.08% +105 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,109 shares; 2025Q3: 2,114 shares; 2025Q4: 2,104 shares; 2026Q1: 2,156 shares; 2026Q2: 2,406 shares 2,406 $627K 0.08% +250 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: 1,811 shares; 2024Q4: 1,811 shares; 2025Q1: 2,026 shares; 2025Q2: 2,020 shares; 2025Q3: 2,020 shares; 2025Q4: 2,017 shares; 2026Q1: 1,806 shares; 2026Q2: 1,832 shares 1,832 $620K 0.08% +26 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,225 shares; 2024Q4: not reported; 2025Q1: 25,678 shares; 2025Q2: 25,207 shares; 2025Q3: 18,833 shares; 2025Q4: 13,318 shares; 2026Q1: 8,617 shares; 2026Q2: 8,334 shares 8,334 $620K 0.08% -283 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,546 shares; 2024Q4: 1,487 shares; 2025Q1: 1,625 shares; 2025Q2: 1,630 shares; 2025Q3: 1,646 shares; 2025Q4: 1,703 shares; 2026Q1: 1,723 shares; 2026Q2: 1,679 shares 1,679 $619K 0.08% -44 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,244 shares; 2026Q2: 12,244 shares 12,244 $618K 0.08% 0 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: 2,962 shares; 2024Q4: 2,964 shares; 2025Q1: 2,435 shares; 2025Q2: 2,435 shares; 2025Q3: 2,645 shares; 2025Q4: 2,700 shares; 2026Q1: 2,623 shares; 2026Q2: 2,608 shares 2,608 $617K 0.08% -15 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: 2,230 shares; 2026Q2: 1,985 shares 1,985 $591K 0.07% -245 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,811 shares 16,811 $590K 0.07% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER 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: 3,266 shares; 2025Q4: 3,406 shares; 2026Q1: 3,323 shares; 2026Q2: 8,161 shares 8,161 $589K 0.07% +4,838 Timeline XLY 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: 3,123 shares; 2024Q4: 3,123 shares; 2025Q1: 3,214 shares; 2025Q2: 3,214 shares; 2025Q3: 3,058 shares; 2025Q4: 6,116 shares; 2026Q1: 5,248 shares; 2026Q2: 4,979 shares 4,979 $584K 0.07% -269 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,999 shares; 2024Q4: 19,203 shares; 2025Q1: 20,408 shares; 2025Q2: 20,743 shares; 2025Q3: 20,723 shares; 2025Q4: 20,020 shares; 2026Q1: 19,556 shares; 2026Q2: 15,801 shares 15,801 $583K 0.07% -3,755 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,857 shares; 2024Q4: 3,056 shares; 2025Q1: 3,356 shares; 2025Q2: 3,741 shares; 2025Q3: 3,853 shares; 2025Q4: 4,155 shares; 2026Q1: 4,279 shares; 2026Q2: 4,382 shares 4,382 $582K 0.07% +103 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,994 shares 5,994 $582K 0.07% new 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: 8,151 shares; 2024Q4: 8,962 shares; 2025Q1: 9,024 shares; 2025Q2: 8,986 shares; 2025Q3: 8,850 shares; 2025Q4: 9,592 shares; 2026Q1: 9,485 shares; 2026Q2: 10,702 shares 10,702 $569K 0.07% +1,217 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; 2024Q3: 3,568 shares; 2024Q4: 3,512 shares; 2025Q1: 3,559 shares; 2025Q2: 3,559 shares; 2025Q3: 3,559 shares; 2025Q4: 3,559 shares; 2026Q1: 3,615 shares; 2026Q2: 3,559 shares 3,559 $565K 0.07% -56 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,901 shares; 2025Q1: 1,836 shares; 2025Q2: 1,836 shares; 2025Q3: 1,836 shares; 2025Q4: 2,305 shares; 2026Q1: 2,296 shares; 2026Q2: 2,296 shares 2,296 $563K 0.07% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,411 shares; 2025Q2: 9,596 shares; 2025Q3: 10,550 shares; 2025Q4: 10,875 shares; 2026Q1: 10,732 shares; 2026Q2: 11,082 shares 11,082 $558K 0.07% +350 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: 3,556 shares; 2024Q4: 4,226 shares; 2025Q1: 4,986 shares; 2025Q2: 4,986 shares; 2025Q3: 4,367 shares; 2025Q4: 4,314 shares; 2026Q1: 4,409 shares; 2026Q2: 4,376 shares 4,376 $554K 0.07% -33 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,230 shares; 2024Q4: 23,795 shares; 2025Q1: 27,733 shares; 2025Q2: 26,457 shares; 2025Q3: 32,049 shares; 2025Q4: 22,746 shares; 2026Q1: 9,761 shares; 2026Q2: 8,853 shares 8,853 $545K 0.07% -908 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,426 shares; 2024Q4: 9,285 shares; 2025Q1: 9,639 shares; 2025Q2: 9,959 shares; 2025Q3: 10,974 shares; 2025Q4: not reported; 2026Q1: 10,862 shares; 2026Q2: 10,971 shares 10,971 $544K 0.07% +109 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: not reported; 2025Q1: 2,970 shares; 2025Q2: 4,850 shares; 2025Q3: 4,678 shares; 2025Q4: 4,787 shares; 2026Q1: 4,704 shares; 2026Q2: 4,656 shares 4,656 $543K 0.07% -48 Timeline AAXJ 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: 17,058 shares; 2025Q2: 17,944 shares; 2025Q3: 19,013 shares; 2025Q4: 17,894 shares; 2026Q1: 5,964 shares; 2026Q2: 4,545 shares 4,545 $542K 0.07% -1,419 Timeline JPSE 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: 9,683 shares; 2024Q4: 9,556 shares; 2025Q1: 9,321 shares; 2025Q2: 8,961 shares; 2025Q3: 8,961 shares; 2025Q4: 8,926 shares; 2026Q1: 8,926 shares; 2026Q2: 8,926 shares 8,926 $537K 0.07% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,425 shares; 2026Q2: 6,011 shares 6,011 $536K 0.07% +1,586 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,328 shares; 2024Q4: 17,139 shares; 2025Q1: 20,858 shares; 2025Q2: 21,340 shares; 2025Q3: 22,229 shares; 2025Q4: 22,917 shares; 2026Q1: 23,791 shares; 2026Q2: 18,445 shares 18,445 $535K 0.07% -5,346 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,193 shares; 2024Q4: 23,893 shares; 2025Q1: 23,893 shares; 2025Q2: 23,893 shares; 2025Q3: 23,893 shares; 2025Q4: 23,893 shares; 2026Q1: 23,458 shares; 2026Q2: 23,458 shares 23,458 $534K 0.07% 0 Timeline IESC IES HOLDINGS INC More: the full row for IES 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: not reported; 2025Q3: 657 shares; 2025Q4: 664 shares; 2026Q1: 699 shares; 2026Q2: 719 shares 719 $528K 0.07% +20 Timeline IJK 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: 4,639 shares; 2025Q2: 4,464 shares; 2025Q3: 4,464 shares; 2025Q4: 4,464 shares; 2026Q1: 4,464 shares; 2026Q2: 4,464 shares 4,464 $525K 0.07% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 455 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 509 shares; 2026Q1: 502 shares; 2026Q2: 1,005 shares 1,005 $516K 0.07% +503 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: 2,271 shares; 2024Q4: 2,258 shares; 2025Q1: 2,332 shares; 2025Q2: 2,347 shares; 2025Q3: 2,344 shares; 2025Q4: 2,338 shares; 2026Q1: 2,350 shares; 2026Q2: 2,319 shares 2,319 $511K 0.06% -31 Timeline QGRO 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,089 shares; 2025Q2: 24,558 shares; 2025Q3: 25,453 shares; 2025Q4: 18,502 shares; 2026Q1: 19,852 shares; 2026Q2: 4,294 shares 4,294 $507K 0.06% -15,558 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,463 shares; 2024Q4: 3,463 shares; 2025Q1: 3,463 shares; 2025Q2: 3,463 shares; 2025Q3: 3,463 shares; 2025Q4: 3,463 shares; 2026Q1: 3,463 shares; 2026Q2: 3,463 shares 3,463 $507K 0.06% 0 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,967 shares; 2024Q4: 21,512 shares; 2025Q1: 21,874 shares; 2025Q2: 23,555 shares; 2025Q3: 23,237 shares; 2025Q4: 23,237 shares; 2026Q1: 24,591 shares; 2026Q2: 25,251 shares 25,251 $505K 0.06% +660 Timeline IJT 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: 3,158 shares; 2025Q2: 2,811 shares; 2025Q3: 2,801 shares; 2025Q4: 2,787 shares; 2026Q1: 2,817 shares; 2026Q2: 2,818 shares 2,818 $503K 0.06% +1 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 446 shares; 2025Q4: 481 shares; 2026Q1: 476 shares; 2026Q2: 425 shares 425 $500K 0.06% -51 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,744 shares; 2024Q4: 1,704 shares; 2025Q1: 2,243 shares; 2025Q2: 2,280 shares; 2025Q3: 2,430 shares; 2025Q4: 2,030 shares; 2026Q1: 2,807 shares; 2026Q2: 2,936 shares 2,936 $492K 0.06% +129 Timeline VIS 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: 1,355 shares; 2024Q4: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 1,355 shares; 2025Q3: 1,355 shares; 2025Q4: 1,373 shares; 2026Q1: 1,373 shares; 2026Q2: 1,355 shares 1,355 $488K 0.06% -18 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: 4,404 shares; 2024Q4: 4,336 shares; 2025Q1: 6,457 shares; 2025Q2: 6,361 shares; 2025Q3: 5,454 shares; 2025Q4: 6,620 shares; 2026Q1: 5,797 shares; 2026Q2: 6,168 shares 6,168 $483K 0.06% +371 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,719 shares; 2025Q4: 2,836 shares; 2026Q1: 2,826 shares; 2026Q2: 2,840 shares 2,840 $482K 0.06% +14 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: 1,242 shares; 2024Q4: 2,361 shares; 2025Q1: 1,806 shares; 2025Q2: 1,696 shares; 2025Q3: 1,642 shares; 2025Q4: 1,642 shares; 2026Q1: 1,638 shares; 2026Q2: 1,583 shares 1,583 $473K 0.06% -55 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: 2,168 shares; 2024Q4: 2,020 shares; 2025Q1: 2,019 shares; 2025Q2: 2,035 shares; 2025Q3: 2,069 shares; 2025Q4: 2,091 shares; 2026Q1: 2,129 shares; 2026Q2: 1,677 shares 1,677 $471K 0.06% -452 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,725 shares; 2024Q4: 2,065 shares; 2025Q1: 3,236 shares; 2025Q2: 5,131 shares; 2025Q3: 5,174 shares; 2025Q4: 4,859 shares; 2026Q1: 5,148 shares; 2026Q2: 5,239 shares 5,239 $469K 0.06% +91 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: 1,893 shares; 2024Q4: 1,362 shares; 2025Q1: 1,506 shares; 2025Q2: 1,530 shares; 2025Q3: 1,680 shares; 2025Q4: 1,531 shares; 2026Q1: 2,582 shares; 2026Q2: 2,139 shares 2,139 $463K 0.06% -443 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,573 shares; 2024Q4: 1,553 shares; 2025Q1: 1,280 shares; 2025Q2: 1,278 shares; 2025Q3: 1,267 shares; 2025Q4: 1,256 shares; 2026Q1: 1,275 shares; 2026Q2: 1,153 shares 1,153 $458K 0.06% -122 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: 992 shares; 2024Q4: 992 shares; 2025Q1: 1,499 shares; 2025Q2: 1,499 shares; 2025Q3: 1,503 shares; 2025Q4: 1,501 shares; 2026Q1: 1,332 shares; 2026Q2: 1,461 shares 1,461 $457K 0.06% +129 Timeline TBIL RBB FD INC More: the full row for RBB FD 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: 11,848 shares; 2025Q4: 11,736 shares; 2026Q1: 11,136 shares; 2026Q2: 9,143 shares 9,143 $456K 0.06% -1,993 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: 809 shares; 2024Q4: 809 shares; 2025Q1: 1,484 shares; 2025Q2: 1,484 shares; 2025Q3: 1,643 shares; 2025Q4: 1,643 shares; 2026Q1: 1,734 shares; 2026Q2: 1,684 shares 1,684 $455K 0.06% -50 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,640 shares; 2025Q2: 1,634 shares; 2025Q3: 1,659 shares; 2025Q4: 1,706 shares; 2026Q1: 1,679 shares; 2026Q2: 1,478 shares 1,478 $448K 0.06% -201 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: 1,277 shares; 2024Q4: 1,297 shares; 2025Q1: 1,431 shares; 2025Q2: 1,474 shares; 2025Q3: 1,525 shares; 2025Q4: 1,641 shares; 2026Q1: 1,478 shares; 2026Q2: 1,620 shares 1,620 $447K 0.06% +142 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,526 shares 1,526 $443K 0.06% new Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,742 shares; 2025Q3: 6,428 shares; 2025Q4: 6,432 shares; 2026Q1: 6,441 shares; 2026Q2: 6,455 shares 6,455 $442K 0.06% +14 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN 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: 3,081 shares; 2026Q1: 3,316 shares; 2026Q2: 3,554 shares 3,554 $438K 0.06% +238 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,301 shares; 2024Q4: 2,281 shares; 2025Q1: 2,179 shares; 2025Q2: 2,156 shares; 2025Q3: 2,151 shares; 2025Q4: 2,125 shares; 2026Q1: 2,125 shares; 2026Q2: 2,002 shares 2,002 $437K 0.06% -123 Timeline AIZ ASSURANT INC More: the full row for ASSURANT 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: 1,623 shares 1,623 $436K 0.06% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 701 shares; 2026Q2: 602 shares 602 $435K 0.06% -99 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,059 shares; 2024Q4: 1,039 shares; 2025Q1: 1,125 shares; 2025Q2: 1,318 shares; 2025Q3: 1,688 shares; 2025Q4: 1,244 shares; 2026Q1: 1,302 shares; 2026Q2: 1,368 shares 1,368 $431K 0.05% +66 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,951 shares; 2025Q4: 3,840 shares; 2026Q1: 3,840 shares; 2026Q2: 3,840 shares 3,840 $430K 0.05% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,925 shares; 2024Q4: 10,670 shares; 2025Q1: 11,454 shares; 2025Q2: 14,643 shares; 2025Q3: 14,998 shares; 2025Q4: 14,961 shares; 2026Q1: 14,926 shares; 2026Q2: 13,326 shares 13,326 $426K 0.05% -1,600 Timeline SPYG 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: 25,198 shares; 2024Q4: 27,242 shares; 2025Q1: 18,675 shares; 2025Q2: 4,304 shares; 2025Q3: 4,531 shares; 2025Q4: not reported; 2026Q1: 3,669 shares; 2026Q2: 3,547 shares 3,547 $422K 0.05% -122 Timeline BIV 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; 2024Q3: 7,521 shares; 2024Q4: 7,038 shares; 2025Q1: 6,129 shares; 2025Q2: 5,785 shares; 2025Q3: 5,755 shares; 2025Q4: 5,482 shares; 2026Q1: 5,482 shares; 2026Q2: 5,472 shares 5,472 $420K 0.05% -10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,460 shares; 2025Q3: 5,134 shares; 2025Q4: 6,246 shares; 2026Q1: 5,487 shares; 2026Q2: 6,171 shares 6,171 $420K 0.05% +684 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,390 shares; 2024Q4: 10,390 shares; 2025Q1: 10,397 shares; 2025Q2: 10,408 shares; 2025Q3: 12,433 shares; 2025Q4: 15,115 shares; 2026Q1: 17,615 shares; 2026Q2: 17,115 shares 17,115 $415K 0.05% -500 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,960 shares; 2025Q1: 4,730 shares; 2025Q2: 4,618 shares; 2025Q3: 4,618 shares; 2025Q4: 4,633 shares; 2026Q1: 4,658 shares; 2026Q2: 4,658 shares 4,658 $414K 0.05% 0 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: 3,067 shares; 2024Q4: 3,489 shares; 2025Q1: 3,784 shares; 2025Q2: 3,654 shares; 2025Q3: 3,595 shares; 2025Q4: 3,944 shares; 2026Q1: 3,679 shares; 2026Q2: 4,357 shares 4,357 $412K 0.05% +678 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,186 shares; 2024Q4: 4,186 shares; 2025Q1: 4,186 shares; 2025Q2: 4,186 shares; 2025Q3: 4,186 shares; 2025Q4: 4,186 shares; 2026Q1: 4,186 shares; 2026Q2: 4,186 shares 4,186 $405K 0.05% 0 Timeline VAW 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: 1,729 shares; 2024Q4: 1,729 shares; 2025Q1: 1,762 shares; 2025Q2: 1,729 shares; 2025Q3: 1,729 shares; 2025Q4: 1,739 shares; 2026Q1: 1,739 shares; 2026Q2: 1,729 shares 1,729 $396K 0.05% -10 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; 2024Q3: 2,252 shares; 2024Q4: 2,256 shares; 2025Q1: 2,732 shares; 2025Q2: 2,684 shares; 2025Q3: 2,685 shares; 2025Q4: 2,686 shares; 2026Q1: 2,617 shares; 2026Q2: 2,584 shares 2,584 $393K 0.05% -33 Timeline IWV 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: 654 shares; 2025Q3: 971 shares; 2025Q4: 921 shares; 2026Q1: 921 shares; 2026Q2: 921 shares 921 $393K 0.05% 0 Timeline AEVA AEVA TECHNOLOGIES INC More: the full row for AEVA 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: not reported; 2025Q4: not reported; 2026Q1: 12,150 shares; 2026Q2: 13,600 shares 13,600 $391K 0.05% +1,450 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,274 shares; 2024Q4: 1,249 shares; 2025Q1: 1,232 shares; 2025Q2: 1,230 shares; 2025Q3: 1,207 shares; 2025Q4: 1,176 shares; 2026Q1: 1,175 shares; 2026Q2: 1,143 shares 1,143 $389K 0.05% -32 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,964 shares; 2024Q4: 93,971 shares; 2025Q1: 84,923 shares; 2025Q2: 84,335 shares; 2025Q3: 82,858 shares; 2025Q4: 82,897 shares; 2026Q1: 84,138 shares; 2026Q2: 83,888 shares 83,888 $388K 0.05% -250 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,979 shares; 2025Q2: 2,618 shares; 2025Q3: 2,618 shares; 2025Q4: 2,618 shares; 2026Q1: 2,618 shares; 2026Q2: 2,618 shares 2,618 $387K 0.05% 0 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: 10,101 shares; 2024Q4: 10,101 shares; 2025Q1: 10,423 shares; 2025Q2: 10,423 shares; 2025Q3: 10,423 shares; 2025Q4: 10,423 shares; 2026Q1: 10,423 shares; 2026Q2: 10,423 shares 10,423 $383K 0.05% 0 Timeline HPI HANCOCK JOHN PFD INCOME FD More: the full row for HANCOCK JOHN PFD INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,460 shares; 2025Q3: 23,460 shares; 2025Q4: 23,460 shares; 2026Q1: 23,460 shares; 2026Q2: 23,460 shares 23,460 $380K 0.05% 0 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: 4,049 shares; 2025Q2: 4,167 shares; 2025Q3: 4,299 shares; 2025Q4: 3,876 shares; 2026Q1: 3,872 shares; 2026Q2: 3,862 shares 3,862 $373K 0.05% -10 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,564 shares; 2024Q4: 5,212 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,595 shares 4,595 $372K 0.05% 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: 1,673 shares; 2024Q4: 2,738 shares; 2025Q1: 2,588 shares; 2025Q2: 2,588 shares; 2025Q3: 2,588 shares; 2025Q4: 2,583 shares; 2026Q1: 2,533 shares; 2026Q2: 2,383 shares 2,383 $372K 0.05% -150 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: 8,638 shares; 2024Q4: 9,232 shares; 2025Q1: 8,326 shares; 2025Q2: 17,669 shares; 2025Q3: 17,811 shares; 2025Q4: 17,552 shares; 2026Q1: 17,604 shares; 2026Q2: 15,236 shares 15,236 $367K 0.05% -2,368 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: 2,280 shares; 2024Q4: 2,100 shares; 2025Q1: 2,432 shares; 2025Q2: 2,203 shares; 2025Q3: 2,237 shares; 2025Q4: 2,221 shares; 2026Q1: 2,207 shares; 2026Q2: 2,291 shares 2,291 $363K 0.05% +84 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: 2,156 shares; 2024Q4: 2,132 shares; 2025Q1: 2,255 shares; 2025Q2: 2,252 shares; 2025Q3: 2,248 shares; 2025Q4: 2,255 shares; 2026Q1: 2,225 shares; 2026Q2: 2,205 shares 2,205 $357K 0.05% -20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,567 shares; 2025Q4: 2,647 shares; 2026Q1: 2,639 shares; 2026Q2: 2,594 shares 2,594 $355K 0.04% -45 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,058 shares; 2024Q4: 4,427 shares; 2025Q1: 4,616 shares; 2025Q2: 4,703 shares; 2025Q3: 4,656 shares; 2025Q4: 4,948 shares; 2026Q1: 4,795 shares; 2026Q2: 4,487 shares 4,487 $355K 0.04% -308 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,693 shares; 2024Q4: 3,624 shares; 2025Q1: 4,417 shares; 2025Q2: 4,414 shares; 2025Q3: 4,460 shares; 2025Q4: 4,310 shares; 2026Q1: 4,311 shares; 2026Q2: 3,839 shares 3,839 $352K 0.04% -472 Timeline CBRS CEREBRAS SYSTEMS INC More: the full row for CEREBRAS SYSTEMS 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: 1,585 shares 1,585 $350K 0.04% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,845 shares; 2024Q4: 4,804 shares; 2025Q1: 4,956 shares; 2025Q2: 4,906 shares; 2025Q3: 4,895 shares; 2025Q4: 4,892 shares; 2026Q1: 4,882 shares; 2026Q2: 4,897 shares 4,897 $350K 0.04% +15 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,728 shares; 2024Q4: 5,970 shares; 2025Q1: 7,068 shares; 2025Q2: 7,151 shares; 2025Q3: 7,131 shares; 2025Q4: 7,272 shares; 2026Q1: 6,458 shares; 2026Q2: 6,438 shares 6,438 $349K 0.04% -20 Timeline IBDS 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: 12,820 shares; 2026Q1: 14,360 shares; 2026Q2: 14,320 shares 14,320 $347K 0.04% -40 Timeline IGSB 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: 8,146 shares; 2025Q2: 7,946 shares; 2025Q3: 7,692 shares; 2025Q4: 7,657 shares; 2026Q1: 5,012 shares; 2026Q2: 6,596 shares 6,596 $346K 0.04% +1,584 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 918 shares; 2026Q2: 916 shares 916 $344K 0.04% -2 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,776 shares; 2025Q3: 6,099 shares; 2025Q4: 6,363 shares; 2026Q1: 6,438 shares; 2026Q2: 6,560 shares 6,560 $340K 0.04% +122 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,422 shares; 2024Q4: 2,397 shares; 2025Q1: 2,386 shares; 2025Q2: 2,372 shares; 2025Q3: 2,439 shares; 2025Q4: 2,420 shares; 2026Q1: 2,430 shares; 2026Q2: 1,513 shares 1,513 $337K 0.04% -917 Timeline EME EMCOR GROUP INC More: the full row for EMCOR 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: 384 shares; 2025Q4: 399 shares; 2026Q1: 399 shares; 2026Q2: 401 shares 401 $333K 0.04% +2 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,723 shares; 2024Q4: 8,327 shares; 2025Q1: 5,334 shares; 2025Q2: 4,605 shares; 2025Q3: 4,395 shares; 2025Q4: 3,534 shares; 2026Q1: 3,474 shares; 2026Q2: 3,350 shares 3,350 $332K 0.04% -124 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,836 shares; 2025Q3: 12,589 shares; 2025Q4: 9,702 shares; 2026Q1: 8,921 shares; 2026Q2: 7,741 shares 7,741 $328K 0.04% -1,180 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: 9,287 shares; 2024Q4: 6,728 shares; 2025Q1: 7,003 shares; 2025Q2: 7,804 shares; 2025Q3: 5,707 shares; 2025Q4: 913 shares; 2026Q1: 913 shares; 2026Q2: 886 shares 886 $324K 0.04% -27 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,058 shares; 2025Q4: 2,758 shares; 2026Q1: 2,758 shares; 2026Q2: 2,758 shares 2,758 $323K 0.04% 0 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: 2,135 shares; 2024Q4: 2,132 shares; 2025Q1: 2,130 shares; 2025Q2: 2,130 shares; 2025Q3: 2,130 shares; 2025Q4: 2,130 shares; 2026Q1: 2,012 shares; 2026Q2: 2,012 shares 2,012 $322K 0.04% 0 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,800 shares; 2024Q4: 13,800 shares; 2025Q1: 13,800 shares; 2025Q2: 13,800 shares; 2025Q3: 13,575 shares; 2025Q4: 13,575 shares; 2026Q1: 14,575 shares; 2026Q2: 14,240 shares 14,240 $319K 0.04% -335 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: 7,038 shares; 2024Q4: 7,164 shares; 2025Q1: 9,587 shares; 2025Q2: 9,809 shares; 2025Q3: 10,117 shares; 2025Q4: 10,043 shares; 2026Q1: 10,273 shares; 2026Q2: 4,295 shares 4,295 $318K 0.04% -5,978 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,574 shares; 2024Q4: 10,600 shares; 2025Q1: 10,546 shares; 2025Q2: 16,627 shares; 2025Q3: 17,259 shares; 2025Q4: not reported; 2026Q1: 13,406 shares; 2026Q2: 13,406 shares 13,406 $317K 0.04% 0 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,800 shares; 2024Q4: 13,800 shares; 2025Q1: 13,800 shares; 2025Q2: 13,800 shares; 2025Q3: 13,575 shares; 2025Q4: 13,575 shares; 2026Q1: 14,575 shares; 2026Q2: 14,240 shares 14,240 $315K 0.04% -335 Timeline IJS 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: 2,831 shares; 2025Q2: 2,573 shares; 2025Q3: 2,561 shares; 2025Q4: 2,550 shares; 2026Q1: 2,301 shares; 2026Q2: 2,302 shares 2,302 $315K 0.04% +1 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: 1,591 shares; 2026Q2: 1,211 shares 1,211 $309K 0.04% -380 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,066 shares; 2024Q4: 2,066 shares; 2025Q1: 2,066 shares; 2025Q2: 2,066 shares; 2025Q3: 2,066 shares; 2025Q4: 2,066 shares; 2026Q1: 2,066 shares; 2026Q2: 2,066 shares 2,066 $302K 0.04% 0 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: 3,399 shares; 2024Q4: 3,309 shares; 2025Q1: 3,069 shares; 2025Q2: 3,069 shares; 2025Q3: 3,069 shares; 2025Q4: 3,069 shares; 2026Q1: 3,207 shares; 2026Q2: 3,183 shares 3,183 $301K 0.04% -24 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,896 shares; 2026Q1: 5,310 shares; 2026Q2: 5,623 shares 5,623 $299K 0.04% +313 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: not reported; 2025Q1: 7,276 shares; 2025Q2: 7,144 shares; 2025Q3: 6,810 shares; 2025Q4: 6,200 shares; 2026Q1: 5,526 shares; 2026Q2: 5,453 shares 5,453 $298K 0.04% -73 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: 6,515 shares; 2024Q4: 6,894 shares; 2025Q1: 7,250 shares; 2025Q2: 7,192 shares; 2025Q3: 7,014 shares; 2025Q4: 6,402 shares; 2026Q1: 6,498 shares; 2026Q2: 1,182 shares 1,182 $298K 0.04% -5,316 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,830 shares; 2026Q1: 1,830 shares; 2026Q2: 1,830 shares 1,830 $290K 0.04% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,132 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,879 shares 1,879 $289K 0.04% new Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,093 shares; 2024Q4: 6,330 shares; 2025Q1: 6,134 shares; 2025Q2: 6,813 shares; 2025Q3: 6,794 shares; 2025Q4: 6,787 shares; 2026Q1: 7,207 shares; 2026Q2: 3,200 shares 3,200 $288K 0.04% -4,007 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,369 shares; 2024Q4: 3,369 shares; 2025Q1: 3,319 shares; 2025Q2: 3,319 shares; 2025Q3: 3,219 shares; 2025Q4: 3,194 shares; 2026Q1: 3,194 shares; 2026Q2: 3,194 shares 3,194 $286K 0.04% 0 Timeline TIP 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: 32,755 shares; 2026Q2: 2,604 shares 2,604 $285K 0.04% -30,151 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 695 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 710 shares 710 $282K 0.04% new 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; 2024Q3: 1,121 shares; 2024Q4: 1,120 shares; 2025Q1: 1,163 shares; 2025Q2: 1,157 shares; 2025Q3: 1,134 shares; 2025Q4: 1,131 shares; 2026Q1: 892 shares; 2026Q2: 892 shares 892 $281K 0.04% 0 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,636 shares; 2026Q2: 13,636 shares 13,636 $279K 0.04% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,702 shares; 2024Q4: 6,698 shares; 2025Q1: 6,632 shares; 2025Q2: 6,627 shares; 2025Q3: 6,547 shares; 2025Q4: 6,364 shares; 2026Q1: 6,085 shares; 2026Q2: 5,871 shares 5,871 $277K 0.04% -214 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 875 shares; 2024Q4: not reported; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 775 shares; 2026Q1: 775 shares; 2026Q2: 775 shares 775 $276K 0.03% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,701 shares; 2025Q1: not reported; 2025Q2: 3,328 shares; 2025Q3: 3,276 shares; 2025Q4: 3,381 shares; 2026Q1: 3,343 shares; 2026Q2: 3,408 shares 3,408 $275K 0.03% +65 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,460 shares; 2024Q4: 2,458 shares; 2025Q1: 2,279 shares; 2025Q2: 2,265 shares; 2025Q3: 2,235 shares; 2025Q4: 2,250 shares; 2026Q1: 2,175 shares; 2026Q2: 2,175 shares 2,175 $275K 0.03% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 525 shares; 2024Q4: 525 shares; 2025Q1: not reported; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares; 2026Q2: 525 shares 525 $275K 0.03% 0 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,788 shares; 2024Q4: 15,788 shares; 2025Q1: 9,988 shares; 2025Q2: 9,988 shares; 2025Q3: 9,992 shares; 2025Q4: 9,992 shares; 2026Q1: 9,992 shares; 2026Q2: 9,992 shares 9,992 $273K 0.03% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 907 shares; 2025Q2: not reported; 2025Q3: 626 shares; 2025Q4: 613 shares; 2026Q1: 591 shares; 2026Q2: 549 shares 549 $273K 0.03% -42 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,844 shares; 2025Q3: 5,664 shares; 2025Q4: 5,665 shares; 2026Q1: 5,537 shares; 2026Q2: 5,537 shares 5,537 $272K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 396 shares; 2025Q2: 424 shares; 2025Q3: 448 shares; 2025Q4: 6,191 shares; 2026Q1: 4,115 shares; 2026Q2: 3,806 shares 3,806 $272K 0.03% -309 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,206 shares; 2026Q2: 1,206 shares 1,206 $269K 0.03% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO 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: 1,631 shares; 2026Q1: 1,631 shares; 2026Q2: 1,292 shares 1,292 $267K 0.03% -339 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,811 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,596 shares; 2026Q1: 5,596 shares; 2026Q2: 5,571 shares 5,571 $265K 0.03% -25 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,698 shares; 2024Q4: 3,699 shares; 2025Q1: 3,699 shares; 2025Q2: 3,682 shares; 2025Q3: 3,783 shares; 2025Q4: 3,490 shares; 2026Q1: 3,490 shares; 2026Q2: 3,404 shares 3,404 $262K 0.03% -86 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,751 shares; 2025Q3: 1,748 shares; 2025Q4: 1,748 shares; 2026Q1: 1,714 shares; 2026Q2: 1,680 shares 1,680 $262K 0.03% -34 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL 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: 1,551 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,476 shares 1,476 $261K 0.03% new 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: 946 shares; 2025Q3: 850 shares; 2025Q4: not reported; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $255K 0.03% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,174 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,846 shares; 2026Q2: 2,969 shares 2,969 $254K 0.03% +123 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,569 shares; 2025Q1: 4,152 shares; 2025Q2: 4,996 shares; 2025Q3: 5,119 shares; 2025Q4: 5,065 shares; 2026Q1: 4,832 shares; 2026Q2: 4,138 shares 4,138 $251K 0.03% -694 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,839 shares; 2025Q3: 2,099 shares; 2025Q4: 2,099 shares; 2026Q1: not reported; 2026Q2: 2,099 shares 2,099 $246K 0.03% new Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,153 shares 5,153 $245K 0.03% new 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: 6,885 shares; 2024Q4: 6,621 shares; 2025Q1: 6,578 shares; 2025Q2: 6,494 shares; 2025Q3: 6,473 shares; 2025Q4: 4,313 shares; 2026Q1: 4,335 shares; 2026Q2: 4,213 shares 4,213 $243K 0.03% -122 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,590 shares; 2024Q4: 9,590 shares; 2025Q1: 9,592 shares; 2025Q2: 8,063 shares; 2025Q3: 8,066 shares; 2025Q4: 8,066 shares; 2026Q1: not reported; 2026Q2: 4,695 shares 4,695 $241K 0.03% new 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: 4,764 shares; 2025Q2: 4,764 shares; 2025Q3: 4,764 shares; 2025Q4: 4,764 shares; 2026Q1: 4,764 shares; 2026Q2: 4,764 shares 4,764 $241K 0.03% 0 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,438 shares; 2025Q4: 2,438 shares; 2026Q1: 2,438 shares; 2026Q2: 2,438 shares 2,438 $240K 0.03% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI 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: not reported; 2025Q4: not reported; 2026Q1: 2,023 shares; 2026Q2: 2,023 shares 2,023 $239K 0.03% 0 Timeline MGC 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 862 shares 862 $236K 0.03% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT 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: 1,956 shares 1,956 $231K 0.03% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,379 shares; 2024Q4: 48,659 shares; 2025Q1: 15,619 shares; 2025Q2: 14,394 shares; 2025Q3: 4,435 shares; 2025Q4: 4,104 shares; 2026Q1: 3,720 shares; 2026Q2: 3,720 shares 3,720 $231K 0.03% 0 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: 8,922 shares; 2024Q4: 7,121 shares; 2025Q1: 2,965 shares; 2025Q2: 3,069 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,229 shares 2,229 $231K 0.03% new Timeline IBDT 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: 7,970 shares; 2026Q2: 8,870 shares 8,870 $224K 0.03% +900 Timeline IBHH 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: 9,525 shares 9,525 $224K 0.03% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,609 shares; 2026Q2: 8,045 shares 8,045 $221K 0.03% +6,436 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 920 shares 920 $220K 0.03% new Timeline IBHG 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: 9,340 shares; 2026Q2: 9,640 shares 9,640 $213K 0.03% +300 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: 1,213 shares 1,213 $211K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,763 shares 1,763 $211K 0.03% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,331 shares; 2026Q2: 1,331 shares 1,331 $209K 0.03% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares 600 $206K 0.03% new Timeline SPYV 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: 43,309 shares; 2024Q4: 46,960 shares; 2025Q1: 30,268 shares; 2025Q2: 9,051 shares; 2025Q3: 9,133 shares; 2025Q4: 5,271 shares; 2026Q1: 4,729 shares; 2026Q2: 3,373 shares 3,373 $205K 0.03% -1,356 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,801 shares; 2026Q1: 3,826 shares; 2026Q2: 3,826 shares 3,826 $205K 0.03% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,692 shares; 2025Q3: 3,764 shares; 2025Q4: 3,527 shares; 2026Q1: not reported; 2026Q2: 2,250 shares 2,250 $204K 0.03% new Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,737 shares 7,737 $203K 0.03% new 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; 2024Q3: 572 shares; 2024Q4: not reported; 2025Q1: 573 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 586 shares 586 $202K 0.03% new Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,150 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,229 shares 3,229 $200K 0.03% new Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,735 shares; 2024Q4: 17,735 shares; 2025Q1: 17,710 shares; 2025Q2: 17,710 shares; 2025Q3: 17,710 shares; 2025Q4: 17,710 shares; 2026Q1: 15,725 shares; 2026Q2: 15,725 shares 15,725 $154K 0.02% 0 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,316 shares 17,316 $152K 0.02% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS 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: 10,126 shares; 2026Q2: 10,125 shares 10,125 $136K 0.02% -1 Timeline SFL SFL CORPORATION LTD More: the full row for SFL CORPORATION 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: 11,246 shares; 2026Q1: 11,204 shares; 2026Q2: 11,204 shares 11,204 $114K 0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,185 shares; 2026Q1: 16,480 shares; 2026Q2: 16,130 shares 16,130 $94.8K 0.01% -350 Timeline SIDU SIDUS SPACE INC More: the full row for SIDUS SPACE 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: 19,800 shares; 2026Q2: 25,300 shares 25,300 $71.1K 0.01% +5,500 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,845 shares; 2024Q4: 23,845 shares; 2025Q1: 15,055 shares; 2025Q2: 15,055 shares; 2025Q3: 15,055 shares; 2025Q4: 15,055 shares; 2026Q1: 13,160 shares; 2026Q2: 13,160 shares 13,160 $61.3K 0.01% 0 Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,575 shares; 2025Q3: 10,575 shares; 2025Q4: 10,575 shares; 2026Q1: 10,575 shares; 2026Q2: 10,575 shares 10,575 $51K 0.01% 0 Timeline