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: 18,499 shares; 2024Q4: 19,301 shares; 2025Q1: 20,810 shares; 2025Q2: 24,409 shares; 2025Q3: 26,104 shares; 2025Q4: 29,090 shares; 2026Q1: 34,271 shares; 2026Q2: 35,081 shares 35,081 $7.65M 4.42% +810 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,524 shares; 2024Q4: 121,623 shares; 2025Q1: 127,113 shares; 2025Q2: 128,459 shares; 2025Q3: 128,149 shares; 2025Q4: 131,947 shares; 2026Q1: 139,236 shares; 2026Q2: 139,213 shares 139,213 $7.34M 4.24% -23 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: 9,146 shares; 2024Q4: 9,044 shares; 2025Q1: 9,119 shares; 2025Q2: 9,907 shares; 2025Q3: 7,645 shares; 2025Q4: 10,284 shares; 2026Q1: 12,178 shares; 2026Q2: 74,024 shares 74,024 $6.38M 3.68% +61,846 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: 20,840 shares; 2025Q1: 19,114 shares; 2025Q2: 19,191 shares; 2025Q3: 19,131 shares; 2025Q4: 19,191 shares; 2026Q1: 17,725 shares; 2026Q2: 14,448 shares 14,448 $6.26M 3.62% -3,277 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: 104,419 shares; 2024Q4: 104,572 shares; 2025Q1: 110,091 shares; 2025Q2: 122,740 shares; 2025Q3: 115,152 shares; 2025Q4: 122,434 shares; 2026Q1: 132,701 shares; 2026Q2: 128,639 shares 128,639 $6.07M 3.51% -4,062 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: 19,444 shares; 2024Q4: 19,445 shares; 2025Q1: 19,645 shares; 2025Q2: 19,729 shares; 2025Q3: 15,069 shares; 2025Q4: 19,503 shares; 2026Q1: 19,756 shares; 2026Q2: 19,974 shares 19,974 $5.78M 3.34% +218 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: 38,156 shares; 2024Q4: 35,470 shares; 2025Q1: 32,359 shares; 2025Q2: 29,450 shares; 2025Q3: 29,257 shares; 2025Q4: 28,944 shares; 2026Q1: 28,959 shares; 2026Q2: 26,925 shares 26,925 $5.39M 3.11% -2,034 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: 55,967 shares; 2024Q4: 60,825 shares; 2025Q1: 67,677 shares; 2025Q2: 77,242 shares; 2025Q3: 75,947 shares; 2025Q4: 86,182 shares; 2026Q1: 95,758 shares; 2026Q2: 94,665 shares 94,665 $4.67M 2.7% -1,093 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: 3,671 shares; 2024Q4: 3,576 shares; 2025Q1: 3,345 shares; 2025Q2: 3,345 shares; 2025Q3: 3,300 shares; 2025Q4: 3,201 shares; 2026Q1: 3,221 shares; 2026Q2: 3,238 shares 3,238 $3.88M 2.24% +17 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: 44,942 shares; 2024Q4: 44,942 shares; 2025Q1: 45,003 shares; 2025Q2: 44,942 shares; 2025Q3: not reported; 2025Q4: 44,942 shares; 2026Q1: 44,942 shares; 2026Q2: 45,002 shares 45,002 $3.72M 2.15% +60 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: 18,481 shares; 2024Q4: 19,080 shares; 2025Q1: 20,695 shares; 2025Q2: 24,046 shares; 2025Q3: 24,230 shares; 2025Q4: 26,374 shares; 2026Q1: 30,676 shares; 2026Q2: 29,790 shares 29,790 $3.54M 2.05% -886 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: 12,813 shares; 2024Q4: 12,884 shares; 2025Q1: 12,884 shares; 2025Q2: 12,902 shares; 2025Q3: 11,710 shares; 2025Q4: 12,952 shares; 2026Q1: 13,301 shares; 2026Q2: 13,620 shares 13,620 $3.25M 1.88% +319 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: 36,440 shares; 2024Q4: 38,439 shares; 2025Q1: 40,720 shares; 2025Q2: 45,487 shares; 2025Q3: 39,225 shares; 2025Q4: 46,737 shares; 2026Q1: 54,789 shares; 2026Q2: 56,614 shares 56,614 $2.86M 1.65% +1,825 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,363 shares; 2025Q3: 20,981 shares; 2025Q4: 23,913 shares; 2026Q1: 33,793 shares; 2026Q2: 36,798 shares 36,798 $2.82M 1.63% +3,005 Timeline MODL 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: 27,454 shares; 2024Q4: 35,361 shares; 2025Q1: 46,588 shares; 2025Q2: 52,078 shares; 2025Q3: 51,493 shares; 2025Q4: 56,502 shares; 2026Q1: 62,043 shares; 2026Q2: 54,527 shares 54,527 $2.78M 1.61% -7,516 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,195 shares; 2024Q4: 16,706 shares; 2025Q1: 16,777 shares; 2025Q2: 16,732 shares; 2025Q3: 6,969 shares; 2025Q4: 17,537 shares; 2026Q1: 17,498 shares; 2026Q2: 17,498 shares 17,498 $2.77M 1.6% 0 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: 5,375 shares; 2024Q4: 5,548 shares; 2025Q1: 5,572 shares; 2025Q2: 5,536 shares; 2025Q3: 5,570 shares; 2025Q4: 6,564 shares; 2026Q1: 6,844 shares; 2026Q2: 6,975 shares 6,975 $2.49M 1.44% +131 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: 10,990 shares; 2024Q4: 15,210 shares; 2025Q1: 16,990 shares; 2025Q2: 17,117 shares; 2025Q3: 27,177 shares; 2025Q4: 28,067 shares; 2026Q1: 31,060 shares; 2026Q2: 30,970 shares 30,970 $2.45M 1.41% -90 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: 2,406 shares; 2024Q4: 2,521 shares; 2025Q1: 2,521 shares; 2025Q2: 2,484 shares; 2025Q3: 2,400 shares; 2025Q4: 2,323 shares; 2026Q1: 2,323 shares; 2026Q2: 2,329 shares 2,329 $2.36M 1.36% +6 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,804 shares; 2024Q4: 31,667 shares; 2025Q1: 39,125 shares; 2025Q2: 39,125 shares; 2025Q3: 42,520 shares; 2025Q4: 44,623 shares; 2026Q1: 51,897 shares; 2026Q2: 50,924 shares 50,924 $2.32M 1.34% -973 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: 6,620 shares; 2024Q4: 6,620 shares; 2025Q1: 6,096 shares; 2025Q2: 6,096 shares; 2025Q3: 6,064 shares; 2025Q4: 6,096 shares; 2026Q1: 6,238 shares; 2026Q2: 6,273 shares 6,273 $2.15M 1.24% +35 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,625 shares; 2024Q4: 19,080 shares; 2025Q1: 20,396 shares; 2025Q2: 21,934 shares; 2025Q3: 33,263 shares; 2025Q4: 33,339 shares; 2026Q1: 36,958 shares; 2026Q2: 36,780 shares 36,780 $2.14M 1.24% -178 Timeline FSMD 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: 6,285 shares; 2024Q4: 8,616 shares; 2025Q1: 12,791 shares; 2025Q2: 23,974 shares; 2025Q3: 26,798 shares; 2025Q4: 31,584 shares; 2026Q1: 38,916 shares; 2026Q2: 38,916 shares 38,916 $2.06M 1.19% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,197 shares; 2024Q4: 21,329 shares; 2025Q1: 21,167 shares; 2025Q2: 21,233 shares; 2025Q3: 20,727 shares; 2025Q4: 21,410 shares; 2026Q1: 21,294 shares; 2026Q2: 20,840 shares 20,840 $2.05M 1.18% -454 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: 4,278 shares; 2024Q4: 4,288 shares; 2025Q1: 4,288 shares; 2025Q2: 4,283 shares; 2025Q3: 3,410 shares; 2025Q4: 3,423 shares; 2026Q1: 3,423 shares; 2026Q2: 3,432 shares 3,432 $1.78M 1.03% +9 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,908 shares; 2024Q4: 42,951 shares; 2025Q1: 50,324 shares; 2025Q2: 57,212 shares; 2025Q3: 69,911 shares; 2025Q4: 99,904 shares; 2026Q1: 124,805 shares; 2026Q2: 141,712 shares 141,712 $1.72M 0.99% +16,907 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,334 shares; 2024Q4: 71,981 shares; 2025Q1: 74,280 shares; 2025Q2: 77,193 shares; 2025Q3: 61,638 shares; 2025Q4: 66,849 shares; 2026Q1: 65,843 shares; 2026Q2: 70,053 shares 70,053 $1.71M 0.99% +4,210 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: 18,908 shares; 2024Q4: 18,908 shares; 2025Q1: 18,908 shares; 2025Q2: 18,912 shares; 2025Q3: 18,891 shares; 2025Q4: 19,254 shares; 2026Q1: 19,254 shares; 2026Q2: 19,295 shares 19,295 $1.69M 0.98% +41 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: 10,047 shares; 2024Q4: 9,353 shares; 2025Q1: 9,353 shares; 2025Q2: 9,310 shares; 2025Q3: 8,607 shares; 2025Q4: 8,820 shares; 2026Q1: 8,820 shares; 2026Q2: 8,846 shares 8,846 $1.68M 0.97% +26 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,982 shares; 2025Q2: 30,021 shares; 2025Q3: 33,947 shares; 2025Q4: 37,384 shares; 2026Q1: 46,218 shares; 2026Q2: 47,155 shares 47,155 $1.63M 0.94% +937 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,383 shares; 2024Q4: 16,383 shares; 2025Q1: 18,474 shares; 2025Q2: 19,500 shares; 2025Q3: 22,255 shares; 2025Q4: 25,521 shares; 2026Q1: 27,942 shares; 2026Q2: 29,675 shares 29,675 $1.56M 0.9% +1,733 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,098 shares; 2024Q4: 1,098 shares; 2025Q1: 1,098 shares; 2025Q2: 1,098 shares; 2025Q3: 1,098 shares; 2025Q4: 1,098 shares; 2026Q1: 1,108 shares; 2026Q2: 1,109 shares 1,109 $1.51M 0.87% +1 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,261 shares; 2024Q4: 3,286 shares; 2025Q1: 3,286 shares; 2025Q2: 3,280 shares; 2025Q3: 3,272 shares; 2025Q4: 3,563 shares; 2026Q1: 3,839 shares; 2026Q2: 4,032 shares 4,032 $1.5M 0.87% +193 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,053 shares; 2024Q4: 53,722 shares; 2025Q1: 62,805 shares; 2025Q2: 73,824 shares; 2025Q3: 78,241 shares; 2025Q4: 84,304 shares; 2026Q1: 95,540 shares; 2026Q2: 93,381 shares 93,381 $1.48M 0.86% -2,159 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,616 shares; 2024Q4: 5,510 shares; 2025Q1: 5,510 shares; 2025Q2: 5,517 shares; 2025Q3: 5,312 shares; 2025Q4: 5,529 shares; 2026Q1: 5,564 shares; 2026Q2: 5,611 shares 5,611 $1.43M 0.82% +47 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,204 shares; 2024Q4: 28,147 shares; 2025Q1: 28,713 shares; 2025Q2: 38,161 shares; 2025Q3: 38,161 shares; 2025Q4: 41,868 shares; 2026Q1: 45,507 shares; 2026Q2: 45,507 shares 45,507 $1.42M 0.82% 0 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: 3,852 shares; 2024Q4: 3,813 shares; 2025Q1: 3,695 shares; 2025Q2: 4,043 shares; 2025Q3: 4,080 shares; 2025Q4: 4,090 shares; 2026Q1: 4,184 shares; 2026Q2: 4,096 shares 4,096 $1.24M 0.72% -88 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: 3,738 shares; 2024Q4: 3,754 shares; 2025Q1: 3,754 shares; 2025Q2: 3,754 shares; 2025Q3: not reported; 2025Q4: 3,754 shares; 2026Q1: 3,754 shares; 2026Q2: 15,015 shares 15,015 $1.21M 0.7% +11,261 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: 2,726 shares; 2024Q4: 2,726 shares; 2025Q1: 2,745 shares; 2025Q2: 2,745 shares; 2025Q3: 503 shares; 2025Q4: 2,795 shares; 2026Q1: 2,795 shares; 2026Q2: 2,839 shares 2,839 $1.19M 0.69% +44 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: 6,525 shares; 2024Q4: 5,985 shares; 2025Q1: 5,985 shares; 2025Q2: 5,810 shares; 2025Q3: 5,420 shares; 2025Q4: 4,350 shares; 2026Q1: 4,402 shares; 2026Q2: 4,407 shares 4,407 $1.19M 0.69% +5 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,009 shares; 2026Q1: 1,009 shares; 2026Q2: 1,031 shares 1,031 $1.19M 0.69% +22 Timeline AVEM 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: 6,103 shares; 2025Q2: 8,316 shares; 2025Q3: 8,894 shares; 2025Q4: 9,553 shares; 2026Q1: 11,604 shares; 2026Q2: 11,755 shares 11,755 $1.13M 0.66% +151 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,968 shares; 2024Q4: 3,968 shares; 2025Q1: 3,968 shares; 2025Q2: 4,903 shares; 2025Q3: 3,785 shares; 2025Q4: 4,994 shares; 2026Q1: 6,294 shares; 2026Q2: 6,302 shares 6,302 $1.07M 0.62% +8 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: 10,939 shares; 2024Q4: 10,999 shares; 2025Q1: 10,999 shares; 2025Q2: 10,975 shares; 2025Q3: 10,939 shares; 2025Q4: 10,975 shares; 2026Q1: 10,981 shares; 2026Q2: 11,003 shares 11,003 $1.05M 0.61% +22 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,275 shares; 2024Q4: 1,355 shares; 2025Q1: 2,837 shares; 2025Q2: 2,796 shares; 2025Q3: 1,637 shares; 2025Q4: 2,940 shares; 2026Q1: 3,077 shares; 2026Q2: 3,105 shares 3,105 $1.02M 0.59% +28 Timeline JCPB 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: 17,758 shares; 2024Q4: 17,758 shares; 2025Q1: 17,770 shares; 2025Q2: 17,770 shares; 2025Q3: 19,330 shares; 2025Q4: 19,416 shares; 2026Q1: 20,616 shares; 2026Q2: 21,623 shares 21,623 $1.01M 0.59% +1,007 Timeline JMST 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: 10,686 shares; 2024Q4: 12,554 shares; 2025Q1: 15,710 shares; 2025Q2: 16,371 shares; 2025Q3: 13,398 shares; 2025Q4: 16,334 shares; 2026Q1: 19,188 shares; 2026Q2: 19,841 shares 19,841 $1.01M 0.58% +653 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: 2,768 shares; 2024Q4: 2,768 shares; 2025Q1: 2,768 shares; 2025Q2: 2,768 shares; 2025Q3: 2,750 shares; 2025Q4: 2,768 shares; 2026Q1: 2,768 shares; 2026Q2: 2,779 shares 2,779 $1.01M 0.58% +11 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: 8,634 shares; 2024Q4: 8,634 shares; 2025Q1: 8,634 shares; 2025Q2: 8,634 shares; 2025Q3: 8,538 shares; 2025Q4: 8,634 shares; 2026Q1: 8,778 shares; 2026Q2: 8,864 shares 8,864 $1M 0.58% +86 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,949 shares; 2024Q4: 7,089 shares; 2025Q1: 7,089 shares; 2025Q2: 6,444 shares; 2025Q3: 6,204 shares; 2025Q4: 6,378 shares; 2026Q1: 6,446 shares; 2026Q2: 6,489 shares 6,489 $952K 0.55% +43 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,559 shares; 2024Q4: 14,314 shares; 2025Q1: 15,559 shares; 2025Q2: 13,562 shares; 2025Q3: 11,795 shares; 2025Q4: 11,795 shares; 2026Q1: 11,795 shares; 2026Q2: 11,710 shares 11,710 $930K 0.54% -85 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,596 shares; 2024Q4: 8,596 shares; 2025Q1: 8,596 shares; 2025Q2: 8,596 shares; 2025Q3: 8,596 shares; 2025Q4: 8,596 shares; 2026Q1: 8,596 shares; 2026Q2: 8,596 shares 8,596 $920K 0.53% 0 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: 6,568 shares; 2024Q4: 6,568 shares; 2025Q1: 6,568 shares; 2025Q2: 6,568 shares; 2025Q3: 6,558 shares; 2025Q4: 6,568 shares; 2026Q1: 6,663 shares; 2026Q2: 6,673 shares 6,673 $913K 0.53% +10 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: 6,657 shares; 2024Q4: 6,767 shares; 2025Q1: 6,771 shares; 2025Q2: 6,748 shares; 2025Q3: 5,808 shares; 2025Q4: 6,638 shares; 2026Q1: 6,686 shares; 2026Q2: 6,712 shares 6,712 $909K 0.53% +26 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,202 shares; 2024Q4: 1,102 shares; 2025Q1: 1,104 shares; 2025Q2: 1,480 shares; 2025Q3: 891 shares; 2025Q4: 1,490 shares; 2026Q1: 1,541 shares; 2026Q2: 1,584 shares 1,584 $892K 0.52% +43 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: 4,303 shares; 2024Q4: 4,303 shares; 2025Q1: 4,303 shares; 2025Q2: 4,303 shares; 2025Q3: 4,226 shares; 2025Q4: 2,943 shares; 2026Q1: 2,943 shares; 2026Q2: 2,525 shares 2,525 $892K 0.52% -418 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,077 shares; 2024Q4: 10,867 shares; 2025Q1: 13,603 shares; 2025Q2: 14,495 shares; 2025Q3: 12,871 shares; 2025Q4: 15,132 shares; 2026Q1: 16,715 shares; 2026Q2: 17,574 shares 17,574 $887K 0.51% +859 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: 2,245 shares; 2024Q4: 2,254 shares; 2025Q1: 2,540 shares; 2025Q2: 2,566 shares; 2025Q3: 2,101 shares; 2025Q4: 1,150 shares; 2026Q1: 1,162 shares; 2026Q2: 1,163 shares 1,163 $868K 0.5% +1 Timeline SCHO 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: 16,984 shares; 2024Q4: 34,488 shares; 2025Q1: 32,663 shares; 2025Q2: 32,664 shares; 2025Q3: 33,580 shares; 2025Q4: 33,684 shares; 2026Q1: 35,086 shares; 2026Q2: 35,843 shares 35,843 $865K 0.5% +757 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: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares; 2026Q2: 5,500 shares 5,500 $858K 0.5% 0 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: 5,648 shares; 2024Q4: 5,713 shares; 2025Q1: 5,744 shares; 2025Q2: 5,776 shares; 2025Q3: not reported; 2025Q4: 6,000 shares; 2026Q1: 6,121 shares; 2026Q2: 6,207 shares 6,207 $849K 0.49% +86 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: 1,776 shares; 2024Q4: 2,187 shares; 2025Q1: 2,082 shares; 2025Q2: 2,144 shares; 2025Q3: not reported; 2025Q4: 4,288 shares; 2026Q1: 4,411 shares; 2026Q2: 4,411 shares 4,411 $840K 0.49% 0 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: 11,700 shares; 2024Q4: 7,170 shares; 2025Q1: 7,170 shares; 2025Q2: 7,170 shares; 2025Q3: 6,220 shares; 2025Q4: 6,860 shares; 2026Q1: 6,992 shares; 2026Q2: 7,073 shares 7,073 $831K 0.48% +81 Timeline FELG 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: 13,726 shares; 2024Q4: 13,726 shares; 2025Q1: 14,942 shares; 2025Q2: 15,372 shares; 2025Q3: 15,372 shares; 2025Q4: 17,847 shares; 2026Q1: 18,507 shares; 2026Q2: 18,354 shares 18,354 $803K 0.46% -153 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,388 shares; 2025Q4: 1,800 shares; 2026Q1: 1,984 shares; 2026Q2: 2,086 shares 2,086 $788K 0.46% +102 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,306 shares; 2024Q4: 16,149 shares; 2025Q1: 15,663 shares; 2025Q2: 15,663 shares; 2025Q3: 15,663 shares; 2025Q4: 15,663 shares; 2026Q1: 15,663 shares; 2026Q2: 16,427 shares 16,427 $770K 0.44% +764 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: 5,676 shares; 2024Q4: 5,676 shares; 2025Q1: 5,676 shares; 2025Q2: 5,676 shares; 2025Q3: 5,645 shares; 2025Q4: 5,676 shares; 2026Q1: 5,680 shares; 2026Q2: 5,696 shares 5,696 $721K 0.42% +16 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: 1,663 shares; 2024Q4: 1,443 shares; 2025Q1: 1,443 shares; 2025Q2: 4,896 shares; 2025Q3: 2,531 shares; 2025Q4: 2,554 shares; 2026Q1: 2,554 shares; 2026Q2: 2,568 shares 2,568 $694K 0.4% +14 Timeline HYMB 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: 23,377 shares; 2024Q4: 26,839 shares; 2025Q1: 29,850 shares; 2025Q2: 32,685 shares; 2025Q3: 23,481 shares; 2025Q4: 28,181 shares; 2026Q1: 26,871 shares; 2026Q2: 26,871 shares 26,871 $684K 0.4% 0 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,927 shares; 2024Q4: 13,316 shares; 2025Q1: 14,855 shares; 2025Q2: 10,105 shares; 2025Q3: 17,280 shares; 2025Q4: 17,124 shares; 2026Q1: 16,416 shares; 2026Q2: 16,456 shares 16,456 $663K 0.38% +40 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,867 shares; 2024Q4: 3,867 shares; 2025Q1: 3,867 shares; 2025Q2: 3,867 shares; 2025Q3: 3,850 shares; 2025Q4: 3,950 shares; 2026Q1: 3,950 shares; 2026Q2: 3,959 shares 3,959 $648K 0.37% +9 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,625 shares; 2024Q4: 7,625 shares; 2025Q1: 7,625 shares; 2025Q2: 7,625 shares; 2025Q3: 7,625 shares; 2025Q4: 7,625 shares; 2026Q1: 7,625 shares; 2026Q2: 7,633 shares 7,633 $646K 0.37% +8 Timeline AMRC AMERESCO INC More: the full row for AMERESCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,650 shares; 2024Q4: 15,650 shares; 2025Q1: 25,650 shares; 2025Q2: 25,650 shares; 2025Q3: 21,650 shares; 2025Q4: 22,650 shares; 2026Q1: 22,650 shares; 2026Q2: 22,650 shares 22,650 $625K 0.36% 0 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: 6,205 shares; 2024Q4: 6,163 shares; 2025Q1: 6,163 shares; 2025Q2: 5,888 shares; 2025Q3: 4,876 shares; 2025Q4: 4,891 shares; 2026Q1: 5,024 shares; 2026Q2: 4,997 shares 4,997 $622K 0.36% -27 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: not reported; 2024Q4: 2,007 shares; 2025Q1: 2,007 shares; 2025Q2: 1,992 shares; 2025Q3: 1,976 shares; 2025Q4: 2,087 shares; 2026Q1: 2,165 shares; 2026Q2: 2,184 shares 2,184 $614K 0.35% +19 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,801 shares 1,801 $600K 0.35% +1 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: 618 shares; 2025Q1: 617 shares; 2025Q2: 618 shares; 2025Q3: 615 shares; 2025Q4: 618 shares; 2026Q1: 618 shares; 2026Q2: 622 shares 622 $598K 0.35% +4 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: 2,666 shares; 2024Q4: 2,666 shares; 2025Q1: 2,666 shares; 2025Q2: 2,679 shares; 2025Q3: 2,666 shares; 2025Q4: 2,679 shares; 2026Q1: 2,724 shares; 2026Q2: 2,735 shares 2,735 $597K 0.35% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,231 shares 4,231 $591K 0.34% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,578 shares; 2024Q4: 5,578 shares; 2025Q1: 5,578 shares; 2025Q2: 5,578 shares; 2025Q3: 5,578 shares; 2025Q4: 5,578 shares; 2026Q1: 5,664 shares; 2026Q2: 5,671 shares 5,671 $558K 0.32% +7 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: 1,312 shares; 2024Q4: 1,312 shares; 2025Q1: 1,312 shares; 2025Q2: 1,282 shares; 2025Q3: 1,282 shares; 2025Q4: 1,282 shares; 2026Q1: 1,461 shares; 2026Q2: 1,462 shares 1,462 $548K 0.32% +1 Timeline SHYM 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: 9,915 shares; 2024Q4: 13,745 shares; 2025Q1: 14,170 shares; 2025Q2: 15,972 shares; 2025Q3: 20,122 shares; 2025Q4: 23,720 shares; 2026Q1: 23,720 shares; 2026Q2: 23,720 shares 23,720 $533K 0.31% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,037 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 4,916 shares; 2025Q4: 5,157 shares; 2026Q1: 5,482 shares; 2026Q2: 5,491 shares 5,491 $501K 0.29% +9 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: 4,825 shares; 2024Q4: 4,828 shares; 2025Q1: 4,828 shares; 2025Q2: 4,829 shares; 2025Q3: 4,777 shares; 2025Q4: 4,659 shares; 2026Q1: 4,749 shares; 2026Q2: 6,050 shares 6,050 $492K 0.28% +1,301 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,752 shares; 2025Q3: 1,750 shares; 2025Q4: 1,752 shares; 2026Q1: 1,752 shares; 2026Q2: 1,756 shares 1,756 $489K 0.28% +4 Timeline VTWG 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: 1,687 shares; 2024Q4: 1,690 shares; 2025Q1: 1,690 shares; 2025Q2: 1,690 shares; 2025Q3: not reported; 2025Q4: 1,690 shares; 2026Q1: 1,690 shares; 2026Q2: 1,690 shares 1,690 $486K 0.28% 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: 935 shares; 2024Q4: 935 shares; 2025Q1: 935 shares; 2025Q2: 689 shares; 2025Q3: 654 shares; 2025Q4: 6,827 shares; 2026Q1: 6,620 shares; 2026Q2: 6,702 shares 6,702 $479K 0.28% +82 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: 2,218 shares; 2024Q4: 2,218 shares; 2025Q1: 2,218 shares; 2025Q2: 2,218 shares; 2025Q3: 1,785 shares; 2025Q4: 2,266 shares; 2026Q1: 2,765 shares; 2026Q2: 2,802 shares 2,802 $464K 0.27% +37 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: 1,454 shares; 2024Q4: 1,454 shares; 2025Q1: 1,454 shares; 2025Q2: 1,454 shares; 2025Q3: 1,440 shares; 2025Q4: 1,481 shares; 2026Q1: 1,454 shares; 2026Q2: 1,461 shares 1,461 $460K 0.27% +7 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,930 shares; 2024Q4: 5,930 shares; 2025Q1: 5,930 shares; 2025Q2: 5,455 shares; 2025Q3: 4,955 shares; 2025Q4: 2,390 shares; 2026Q1: 2,390 shares; 2026Q2: 2,402 shares 2,402 $458K 0.26% +12 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: 5,310 shares; 2024Q4: 5,422 shares; 2025Q1: 4,808 shares; 2025Q2: 4,808 shares; 2025Q3: 4,526 shares; 2025Q4: 4,508 shares; 2026Q1: 4,433 shares; 2026Q2: 4,433 shares 4,433 $437K 0.25% 0 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: 2,586 shares; 2024Q4: 2,586 shares; 2025Q1: 2,586 shares; 2025Q2: 2,586 shares; 2025Q3: 2,583 shares; 2025Q4: 2,586 shares; 2026Q1: 2,589 shares; 2026Q2: 2,598 shares 2,598 $436K 0.25% +9 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,054 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 843 shares; 2025Q4: 850 shares; 2026Q1: 852 shares; 2026Q2: 854 shares 854 $435K 0.25% +2 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: 4,423 shares; 2024Q4: 4,410 shares; 2025Q1: 4,508 shares; 2025Q2: 4,498 shares; 2025Q3: 4,498 shares; 2025Q4: 4,498 shares; 2026Q1: 4,498 shares; 2026Q2: 5,987 shares 5,987 $432K 0.25% +1,489 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,175 shares; 2024Q4: 2,175 shares; 2025Q1: 2,175 shares; 2025Q2: 2,175 shares; 2025Q3: 2,175 shares; 2025Q4: 2,225 shares; 2026Q1: 2,225 shares; 2026Q2: 2,229 shares 2,229 $431K 0.25% +4 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,144 shares; 2024Q4: 4,240 shares; 2025Q1: 4,241 shares; 2025Q2: 4,166 shares; 2025Q3: 4,148 shares; 2025Q4: 4,168 shares; 2026Q1: 4,168 shares; 2026Q2: 4,191 shares 4,191 $428K 0.25% +23 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,006 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,067 shares; 2026Q1: 1,067 shares; 2026Q2: 1,071 shares 1,071 $414K 0.24% +4 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,765 shares; 2024Q4: 3,761 shares; 2025Q1: 3,761 shares; 2025Q2: 3,761 shares; 2025Q3: not reported; 2025Q4: 3,943 shares; 2026Q1: 3,943 shares; 2026Q2: 3,968 shares 3,968 $413K 0.24% +25 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: 2,467 shares; 2024Q4: 2,467 shares; 2025Q1: 2,467 shares; 2025Q2: 2,467 shares; 2025Q3: 2,445 shares; 2025Q4: 2,467 shares; 2026Q1: 2,527 shares; 2026Q2: 2,600 shares 2,600 $407K 0.24% +73 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,396 shares; 2026Q1: 4,396 shares; 2026Q2: 4,396 shares 4,396 $406K 0.23% 0 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: not reported; 2026Q2: 556 shares 556 $402K 0.23% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,476 shares; 2025Q4: 1,561 shares; 2026Q1: 2,311 shares; 2026Q2: 2,331 shares 2,331 $396K 0.23% +20 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: 2,131 shares; 2024Q4: 2,131 shares; 2025Q1: 2,131 shares; 2025Q2: 2,131 shares; 2025Q3: 2,100 shares; 2025Q4: 2,131 shares; 2026Q1: 2,136 shares; 2026Q2: 2,166 shares 2,166 $392K 0.23% +30 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,433 shares; 2024Q4: 1,533 shares; 2025Q1: 1,533 shares; 2025Q2: 1,533 shares; 2025Q3: 1,430 shares; 2025Q4: 1,533 shares; 2026Q1: 1,533 shares; 2026Q2: 1,540 shares 1,540 $382K 0.22% +7 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: 14,560 shares; 2024Q4: 14,800 shares; 2025Q1: 14,800 shares; 2025Q2: 14,800 shares; 2025Q3: 14,470 shares; 2025Q4: 14,800 shares; 2026Q1: 15,215 shares; 2026Q2: 15,362 shares 15,362 $370K 0.21% +147 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: 1,700 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,654 shares; 2025Q3: 1,650 shares; 2025Q4: 1,684 shares; 2026Q1: 1,712 shares; 2026Q2: 1,670 shares 1,670 $362K 0.21% -42 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,009 shares; 2024Q4: 7,009 shares; 2025Q1: 7,009 shares; 2025Q2: 7,009 shares; 2025Q3: 7,000 shares; 2025Q4: 7,009 shares; 2026Q1: 7,009 shares; 2026Q2: 7,009 shares 7,009 $353K 0.2% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 843 shares; 2025Q3: 823 shares; 2025Q4: 843 shares; 2026Q1: 843 shares; 2026Q2: 852 shares 852 $338K 0.2% +9 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,807 shares; 2024Q4: 1,800 shares; 2025Q1: 1,803 shares; 2025Q2: 1,800 shares; 2025Q3: 1,814 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,608 shares 1,608 $330K 0.19% +8 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: not reported; 2024Q4: not reported; 2025Q1: 1,833 shares; 2025Q2: 1,823 shares; 2025Q3: not reported; 2025Q4: 2,073 shares; 2026Q1: 2,073 shares; 2026Q2: 2,073 shares 2,073 $329K 0.19% 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: 4,000 shares; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: not reported; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $323K 0.19% 0 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: 1,434 shares 1,434 $321K 0.19% new 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: not reported; 2024Q4: not reported; 2025Q1: 431 shares; 2025Q2: 466 shares; 2025Q3: not reported; 2025Q4: 431 shares; 2026Q1: 433 shares; 2026Q2: 433 shares 433 $319K 0.18% 0 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: 1,421 shares 1,421 $314K 0.18% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,700 shares; 2024Q4: 15,700 shares; 2025Q1: 15,700 shares; 2025Q2: 10,700 shares; 2025Q3: 10,700 shares; 2025Q4: 13,620 shares; 2026Q1: 13,620 shares; 2026Q2: 13,626 shares 13,626 $314K 0.18% +6 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares; 2026Q1: 5,400 shares; 2026Q2: 5,400 shares 5,400 $305K 0.18% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,256 shares; 2025Q3: 9,256 shares; 2025Q4: 9,256 shares; 2026Q1: 9,266 shares; 2026Q2: 9,302 shares 9,302 $297K 0.17% +36 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,018 shares; 2025Q3: not reported; 2025Q4: 10,018 shares; 2026Q1: 10,018 shares; 2026Q2: 10,018 shares 10,018 $296K 0.17% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 425 shares; 2026Q1: 427 shares; 2026Q2: 427 shares 427 $293K 0.17% 0 Timeline ARKW 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: 2,000 shares; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $290K 0.17% 0 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: 2,635 shares; 2024Q4: 2,140 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,172 shares; 2026Q1: 2,189 shares; 2026Q2: 2,237 shares 2,237 $287K 0.17% +48 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: 2,646 shares; 2024Q4: 2,646 shares; 2025Q1: 2,646 shares; 2025Q2: 2,646 shares; 2025Q3: 2,630 shares; 2025Q4: 1,304 shares; 2026Q1: 1,270 shares; 2026Q2: 1,278 shares 1,278 $285K 0.16% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,055 shares; 2026Q1: 2,055 shares; 2026Q2: 2,055 shares 2,055 $283K 0.16% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,071 shares; 2024Q4: 1,531 shares; 2025Q1: 1,531 shares; 2025Q2: 1,471 shares; 2025Q3: 1,471 shares; 2025Q4: 691 shares; 2026Q1: 692 shares; 2026Q2: 693 shares 693 $279K 0.16% +1 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: 693 shares; 2024Q4: 693 shares; 2025Q1: 693 shares; 2025Q2: 691 shares; 2025Q3: 681 shares; 2025Q4: 691 shares; 2026Q1: 726 shares; 2026Q2: 746 shares 746 $263K 0.15% +20 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: not reported; 2024Q4: not reported; 2025Q1: 2,725 shares; 2025Q2: 2,725 shares; 2025Q3: 2,725 shares; 2025Q4: 2,725 shares; 2026Q1: 2,725 shares; 2026Q2: 2,725 shares 2,725 $262K 0.15% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 931 shares 931 $257K 0.15% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 7,018 shares 7,018 $255K 0.15% +18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 448 shares; 2025Q3: 414 shares; 2025Q4: 450 shares; 2026Q1: 481 shares; 2026Q2: 509 shares 509 $255K 0.15% +28 Timeline WCBR 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: 6,952 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,952 shares 6,952 $252K 0.15% new 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: 483 shares; 2024Q4: 483 shares; 2025Q1: 483 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 596 shares 596 $248K 0.14% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 246 shares; 2026Q1: 246 shares; 2026Q2: 249 shares 249 $244K 0.14% +3 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,043 shares; 2024Q4: 2,043 shares; 2025Q1: 2,043 shares; 2025Q2: 2,043 shares; 2025Q3: 2,043 shares; 2025Q4: 2,043 shares; 2026Q1: 2,043 shares; 2026Q2: 2,043 shares 2,043 $241K 0.14% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,900 shares; 2026Q1: 3,900 shares; 2026Q2: 3,900 shares 3,900 $234K 0.14% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 591 shares; 2024Q4: not reported; 2025Q1: 593 shares; 2025Q2: 596 shares; 2025Q3: 591 shares; 2025Q4: 596 shares; 2026Q1: 596 shares; 2026Q2: 599 shares 599 $234K 0.13% +3 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,662 shares; 2024Q4: 14,662 shares; 2025Q1: 16,882 shares; 2025Q2: 16,882 shares; 2025Q3: 19,882 shares; 2025Q4: 19,882 shares; 2026Q1: 19,882 shares; 2026Q2: 19,882 shares 19,882 $233K 0.13% 0 Timeline IMTM 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: 4,326 shares; 2026Q2: 4,326 shares 4,326 $231K 0.13% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 1,003 shares 1,003 $230K 0.13% new Timeline TDIV 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: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $230K 0.13% new Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,512 shares; 2024Q4: 14,512 shares; 2025Q1: 14,512 shares; 2025Q2: 14,512 shares; 2025Q3: 14,512 shares; 2025Q4: 14,512 shares; 2026Q1: 14,512 shares; 2026Q2: 14,512 shares 14,512 $229K 0.13% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,355 shares; 2025Q3: 1,355 shares; 2025Q4: 1,355 shares; 2026Q1: not reported; 2026Q2: 1,365 shares 1,365 $221K 0.13% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,962 shares; 2024Q4: 1,978 shares; 2025Q1: 1,978 shares; 2025Q2: 1,983 shares; 2025Q3: 1,955 shares; 2025Q4: 2,259 shares; 2026Q1: 2,343 shares; 2026Q2: 2,377 shares 2,377 $216K 0.12% +34 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL 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: 4,290 shares; 2026Q1: not reported; 2026Q2: 4,311 shares 4,311 $215K 0.12% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,159 shares; 2024Q4: 3,159 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,662 shares; 2026Q2: 2,672 shares 2,672 $215K 0.12% +10 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,196 shares 1,196 $213K 0.12% new 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: 882 shares; 2026Q2: 886 shares 886 $212K 0.12% +4 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,945 shares 2,945 $210K 0.12% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,860 shares 4,860 $206K 0.12% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,332 shares; 2025Q1: 1,332 shares; 2025Q2: 1,328 shares; 2025Q3: 1,328 shares; 2025Q4: 1,328 shares; 2026Q1: 1,328 shares; 2026Q2: 1,333 shares 1,333 $202K 0.12% +5 Timeline