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: 95,017 shares; 2024Q4: 99,444 shares; 2025Q1: 109,294 shares; 2025Q2: 114,931 shares; 2025Q3: 113,254 shares; 2025Q4: 111,946 shares; 2026Q1: 104,318 shares; 2026Q2: 110,951 shares 110,951 $76.2M 16.23% +6,633 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: 17,573 shares; 2024Q4: 17,258 shares; 2025Q1: 17,677 shares; 2025Q2: 19,267 shares; 2025Q3: 19,229 shares; 2025Q4: 19,480 shares; 2026Q1: 18,825 shares; 2026Q2: 31,837 shares 31,837 $23.8M 5.08% +13,012 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: 84,351 shares; 2024Q4: 71,047 shares; 2025Q1: 82,274 shares; 2025Q2: 90,738 shares; 2025Q3: 185,395 shares; 2025Q4: 195,488 shares; 2026Q1: 257,291 shares; 2026Q2: 234,976 shares 234,976 $18.1M 3.87% -22,315 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: 73,223 shares; 2024Q4: 88,376 shares; 2025Q1: 106,125 shares; 2025Q2: 112,782 shares; 2025Q3: 134,847 shares; 2025Q4: 142,692 shares; 2026Q1: 143,216 shares; 2026Q2: 130,898 shares 130,898 $18M 3.83% -12,318 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,902 shares; 2024Q4: 37,316 shares; 2025Q1: 43,440 shares; 2025Q2: 45,640 shares; 2025Q3: 60,678 shares; 2025Q4: 68,716 shares; 2026Q1: 70,637 shares; 2026Q2: 66,848 shares 66,848 $15.2M 3.23% -3,789 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: 50,332 shares; 2024Q4: 50,573 shares; 2025Q1: 52,222 shares; 2025Q2: 52,481 shares; 2025Q3: 52,878 shares; 2025Q4: 53,205 shares; 2026Q1: 53,336 shares; 2026Q2: 53,137 shares 53,137 $14.4M 3.06% -199 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: 89,748 shares; 2024Q4: 95,853 shares; 2025Q1: 84,699 shares; 2025Q2: 78,865 shares; 2025Q3: 107,981 shares; 2025Q4: 130,952 shares; 2026Q1: 160,554 shares; 2026Q2: 168,647 shares 168,647 $14M 2.98% +8,093 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: 20,961 shares; 2024Q4: 25,510 shares; 2025Q1: 25,330 shares; 2025Q2: 27,185 shares; 2025Q3: 27,484 shares; 2025Q4: 27,743 shares; 2026Q1: 25,134 shares; 2026Q2: 150,974 shares 150,974 $13M 2.77% +125,840 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: 24,763 shares; 2024Q4: 23,753 shares; 2025Q1: 24,050 shares; 2025Q2: 48,578 shares; 2025Q3: 51,716 shares; 2025Q4: 51,620 shares; 2026Q1: 51,451 shares; 2026Q2: 51,593 shares 51,593 $12.5M 2.67% +142 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: 174,034 shares; 2024Q4: 196,322 shares; 2025Q1: 195,863 shares; 2025Q2: 133,315 shares; 2025Q3: 126,096 shares; 2025Q4: 127,975 shares; 2026Q1: 172,013 shares; 2026Q2: 172,618 shares 172,618 $12.3M 2.62% +605 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: 16,752 shares; 2024Q4: 20,638 shares; 2025Q1: 21,849 shares; 2025Q2: 23,318 shares; 2025Q3: 24,716 shares; 2025Q4: 16,239 shares; 2026Q1: 15,846 shares; 2026Q2: 16,040 shares 16,040 $11.8M 2.52% +194 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: 33,651 shares; 2024Q4: 43,489 shares; 2025Q1: 45,845 shares; 2025Q2: 47,571 shares; 2025Q3: 47,823 shares; 2025Q4: 48,312 shares; 2026Q1: 48,579 shares; 2026Q2: 49,439 shares 49,439 $10.8M 2.29% +860 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: 28,764 shares; 2024Q4: 28,533 shares; 2025Q1: 32,517 shares; 2025Q2: 32,148 shares; 2025Q3: 31,835 shares; 2025Q4: 31,997 shares; 2026Q1: 29,545 shares; 2026Q2: 28,950 shares 28,950 $10.7M 2.28% -595 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295,885 shares; 2024Q4: 296,053 shares; 2025Q1: 295,919 shares; 2025Q2: 296,052 shares; 2025Q3: 296,047 shares; 2025Q4: 296,043 shares; 2026Q1: 295,955 shares; 2026Q2: 295,987 shares 295,987 $10.1M 2.14% +32 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,824 shares; 2024Q4: 33,003 shares; 2025Q1: 29,603 shares; 2025Q2: 37,230 shares; 2025Q3: 70,743 shares; 2025Q4: 90,316 shares; 2026Q1: 108,282 shares; 2026Q2: 116,211 shares 116,211 $8.51M 1.81% +7,929 Timeline 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,168 shares; 2026Q1: 23,762 shares; 2026Q2: 25,403 shares 25,403 $7.7M 1.64% +1,641 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 233,608 shares; 2026Q2: 200,056 shares 200,056 $7.32M 1.56% -33,552 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,662 shares; 2024Q4: 65,205 shares; 2025Q1: 68,167 shares; 2025Q2: 69,065 shares; 2025Q3: 104,539 shares; 2025Q4: 107,388 shares; 2026Q1: 119,540 shares; 2026Q2: 92,229 shares 92,229 $7.06M 1.5% -27,311 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: 15,193 shares; 2024Q4: 15,459 shares; 2025Q1: 14,703 shares; 2025Q2: 14,608 shares; 2025Q3: 16,939 shares; 2025Q4: 17,190 shares; 2026Q1: 23,500 shares; 2026Q2: 23,480 shares 23,480 $6.79M 1.45% -20 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,794 shares; 2025Q4: 19,093 shares; 2026Q1: 18,993 shares; 2026Q2: 19,713 shares 19,713 $5.92M 1.26% +720 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: 7,101 shares; 2024Q4: 5,040 shares; 2025Q1: 5,523 shares; 2025Q2: 5,544 shares; 2025Q3: 5,357 shares; 2025Q4: 5,374 shares; 2026Q1: 5,222 shares; 2026Q2: 7,531 shares 7,531 $5.64M 1.2% +2,309 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: 33,615 shares; 2024Q4: 39,286 shares; 2025Q1: 41,489 shares; 2025Q2: 40,291 shares; 2025Q3: 33,034 shares; 2025Q4: 17,976 shares; 2026Q1: 17,780 shares; 2026Q2: 44,305 shares 44,305 $5.51M 1.17% +26,525 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: 8,388 shares; 2024Q4: 8,775 shares; 2025Q1: 10,358 shares; 2025Q2: 13,850 shares; 2025Q3: 14,542 shares; 2025Q4: 13,200 shares; 2026Q1: 13,432 shares; 2026Q2: 14,385 shares 14,385 $5.14M 1.09% +953 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,144 shares; 2024Q4: 10,176 shares; 2025Q1: 10,203 shares; 2025Q2: 10,229 shares; 2025Q3: 10,256 shares; 2025Q4: 10,286 shares; 2026Q1: 10,311 shares; 2026Q2: 10,333 shares 10,333 $4.23M 0.9% +22 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: 6,776 shares; 2024Q4: 7,236 shares; 2025Q1: 7,833 shares; 2025Q2: 8,656 shares; 2025Q3: 9,043 shares; 2025Q4: 9,148 shares; 2026Q1: 10,529 shares; 2026Q2: 11,141 shares 11,141 $4.16M 0.89% +612 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: 60,384 shares; 2024Q4: 54,198 shares; 2025Q1: 46,623 shares; 2025Q2: 46,469 shares; 2025Q3: 45,625 shares; 2025Q4: 40,456 shares; 2026Q1: 39,955 shares; 2026Q2: 40,162 shares 40,162 $3.84M 0.82% +207 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,408 shares; 2024Q4: 66,787 shares; 2025Q1: 65,343 shares; 2025Q2: 76,572 shares; 2025Q3: 57,758 shares; 2025Q4: 45,147 shares; 2026Q1: 44,746 shares; 2026Q2: 45,421 shares 45,421 $3.8M 0.81% +675 Timeline AAUA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60,080 shares 60,080 $3.42M 0.73% new 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: 6,310 shares; 2024Q4: 4,810 shares; 2025Q1: 5,196 shares; 2025Q2: 5,097 shares; 2025Q3: 5,274 shares; 2025Q4: 5,328 shares; 2026Q1: 5,329 shares; 2026Q2: 5,334 shares 5,334 $3.1M 0.66% +5 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: 2,668 shares; 2024Q4: 3,393 shares; 2025Q1: 4,220 shares; 2025Q2: 6,275 shares; 2025Q3: 6,141 shares; 2025Q4: 8,934 shares; 2026Q1: 10,097 shares; 2026Q2: 12,869 shares 12,869 $3.07M 0.65% +2,772 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,652 shares; 2024Q4: 10,761 shares; 2025Q1: 10,761 shares; 2025Q2: 10,761 shares; 2025Q3: 8,761 shares; 2025Q4: 8,761 shares; 2026Q1: 8,761 shares; 2026Q2: 7,347 shares 7,347 $3.06M 0.65% -1,414 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 63,760 shares 63,760 $2.94M 0.63% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,150 shares; 2024Q4: 20,010 shares; 2025Q1: 27,336 shares; 2025Q2: 51,136 shares; 2025Q3: 100,829 shares; 2025Q4: 36,746 shares; 2026Q1: 37,978 shares; 2026Q2: 86,448 shares 86,448 $2.88M 0.61% +48,470 Timeline PGEN PRECIGEN INC More: the full row for PRECIGEN 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: 547,038 shares; 2025Q4: 547,038 shares; 2026Q1: 553,663 shares; 2026Q2: 495,422 shares 495,422 $2.82M 0.6% -58,241 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: 12,284 shares; 2024Q4: 12,385 shares; 2025Q1: 12,500 shares; 2025Q2: 13,182 shares; 2025Q3: 12,749 shares; 2025Q4: 12,911 shares; 2026Q1: 12,901 shares; 2026Q2: 12,967 shares 12,967 $2.71M 0.58% +66 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,190 shares; 2025Q4: 20,506 shares; 2026Q1: 33,539 shares; 2026Q2: 26,968 shares 26,968 $2.71M 0.58% -6,571 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: 7,770 shares; 2024Q4: 7,616 shares; 2025Q1: 7,424 shares; 2025Q2: 7,424 shares; 2025Q3: 6,965 shares; 2025Q4: 6,983 shares; 2026Q1: 6,923 shares; 2026Q2: 11,287 shares 11,287 $2.67M 0.57% +4,364 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: not reported; 2025Q2: not reported; 2025Q3: 29,308 shares; 2025Q4: 40,092 shares; 2026Q1: 61,164 shares; 2026Q2: 49,637 shares 49,637 $2.6M 0.55% -11,527 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: 2,723 shares; 2024Q4: 3,268 shares; 2025Q1: 4,669 shares; 2025Q2: 8,064 shares; 2025Q3: 10,769 shares; 2025Q4: 10,717 shares; 2026Q1: 10,140 shares; 2026Q2: 12,203 shares 12,203 $2.44M 0.52% +2,063 Timeline DFAX 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: 61,858 shares; 2024Q4: 62,440 shares; 2025Q1: 62,601 shares; 2025Q2: 63,381 shares; 2025Q3: 63,758 shares; 2025Q4: 64,214 shares; 2026Q1: 64,325 shares; 2026Q2: 64,998 shares 64,998 $2.39M 0.51% +673 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,482 shares; 2026Q2: 9,504 shares 9,504 $2.34M 0.5% +22 Timeline DTH 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: 19,835 shares; 2025Q2: 24,769 shares; 2025Q3: 30,498 shares; 2025Q4: 31,236 shares; 2026Q1: 43,765 shares; 2026Q2: 42,412 shares 42,412 $2.29M 0.49% -1,353 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 114,252 shares; 2026Q2: 92,150 shares 92,150 $2.1M 0.45% -22,102 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,069 shares; 2025Q4: 5,069 shares; 2026Q1: 5,095 shares; 2026Q2: 5,400 shares 5,400 $1.99M 0.42% +305 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,623 shares; 2025Q3: 42,623 shares; 2025Q4: 43,894 shares; 2026Q1: 55,905 shares; 2026Q2: 56,443 shares 56,443 $1.95M 0.41% +538 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: 648 shares; 2024Q4: 1,312 shares; 2025Q1: 1,444 shares; 2025Q2: 1,793 shares; 2025Q3: 1,851 shares; 2025Q4: 1,713 shares; 2026Q1: 1,496 shares; 2026Q2: 1,550 shares 1,550 $1.86M 0.4% +54 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,560 shares; 2024Q4: 17,800 shares; 2025Q1: 25,878 shares; 2025Q2: 15,477 shares; 2025Q3: 18,799 shares; 2025Q4: 18,150 shares; 2026Q1: 17,314 shares; 2026Q2: 16,970 shares 16,970 $1.83M 0.39% -344 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,269 shares; 2025Q4: 39,470 shares; 2026Q1: 70,290 shares; 2026Q2: 72,546 shares 72,546 $1.76M 0.37% +2,256 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: 8,955 shares; 2024Q4: 8,804 shares; 2025Q1: 23,054 shares; 2025Q2: 22,266 shares; 2025Q3: 22,117 shares; 2025Q4: 21,154 shares; 2026Q1: 34,625 shares; 2026Q2: 28,722 shares 28,722 $1.76M 0.37% -5,903 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: 1,852 shares; 2024Q4: 1,917 shares; 2025Q1: 1,959 shares; 2025Q2: 2,410 shares; 2025Q3: 4,010 shares; 2025Q4: 4,002 shares; 2026Q1: 2,627 shares; 2026Q2: 4,001 shares 4,001 $1.68M 0.36% +1,374 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,021 shares; 2026Q1: 21,802 shares; 2026Q2: 18,513 shares 18,513 $1.64M 0.35% -3,289 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: 5,607 shares; 2024Q4: 5,666 shares; 2025Q1: 5,820 shares; 2025Q2: 5,802 shares; 2025Q3: 6,099 shares; 2025Q4: 6,160 shares; 2026Q1: 6,188 shares; 2026Q2: 6,198 shares 6,198 $1.57M 0.34% +10 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: 5,431 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,761 shares 9,761 $1.55M 0.33% new 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: 81,658 shares; 2024Q4: 93,359 shares; 2025Q1: 96,557 shares; 2025Q2: 45,801 shares; 2025Q3: 12,009 shares; 2025Q4: 11,511 shares; 2026Q1: 11,232 shares; 2026Q2: 11,233 shares 11,233 $1.54M 0.33% +1 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,248 shares 50,248 $1.53M 0.33% new 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: 11,857 shares; 2024Q4: 11,828 shares; 2025Q1: 10,049 shares; 2025Q2: 10,220 shares; 2025Q3: 10,120 shares; 2025Q4: 10,167 shares; 2026Q1: 10,183 shares; 2026Q2: 10,213 shares 10,213 $1.51M 0.32% +30 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: 23,080 shares; 2024Q4: 23,374 shares; 2025Q1: 23,413 shares; 2025Q2: 24,065 shares; 2025Q3: 25,546 shares; 2025Q4: 25,834 shares; 2026Q1: 24,438 shares; 2026Q2: 25,567 shares 25,567 $1.46M 0.31% +1,129 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: 2,174 shares; 2024Q4: 2,221 shares; 2025Q1: 2,182 shares; 2025Q2: 2,185 shares; 2025Q3: 3,978 shares; 2025Q4: 3,985 shares; 2026Q1: 2,194 shares; 2026Q2: 4,097 shares 4,097 $1.45M 0.31% +1,903 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,724 shares; 2024Q4: 15,749 shares; 2025Q1: 15,778 shares; 2025Q2: 15,800 shares; 2025Q3: 15,800 shares; 2025Q4: 15,788 shares; 2026Q1: 15,697 shares; 2026Q2: 15,729 shares 15,729 $1.44M 0.31% +32 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: 2,582 shares; 2024Q4: 2,567 shares; 2025Q1: 3,938 shares; 2025Q2: 3,883 shares; 2025Q3: 3,937 shares; 2025Q4: 3,932 shares; 2026Q1: 3,881 shares; 2026Q2: 3,835 shares 3,835 $1.39M 0.3% -46 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: 3,984 shares; 2024Q4: 3,998 shares; 2025Q1: 4,008 shares; 2025Q2: 4,016 shares; 2025Q3: 4,026 shares; 2025Q4: 4,036 shares; 2026Q1: 4,024 shares; 2026Q2: 4,028 shares 4,028 $1.38M 0.29% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,422 shares 26,422 $1.34M 0.29% 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: 14,199 shares; 2024Q4: 15,986 shares; 2025Q1: 11,871 shares; 2025Q2: 38,938 shares; 2025Q3: 27,599 shares; 2025Q4: 27,455 shares; 2026Q1: 27,457 shares; 2026Q2: 26,461 shares 26,461 $1.34M 0.29% -996 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: 21,711 shares; 2024Q4: 20,541 shares; 2025Q1: 20,617 shares; 2025Q2: 10,458 shares; 2025Q3: 9,171 shares; 2025Q4: 9,031 shares; 2026Q1: 8,723 shares; 2026Q2: 8,739 shares 8,739 $1.33M 0.28% +16 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: 1,120 shares; 2024Q4: 1,889 shares; 2025Q1: 2,700 shares; 2025Q2: 4,150 shares; 2025Q3: 4,440 shares; 2025Q4: 4,506 shares; 2026Q1: 3,888 shares; 2026Q2: 3,888 shares 3,888 $1.33M 0.28% 0 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM 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: 59,222 shares; 2026Q2: 48,180 shares 48,180 $1.28M 0.27% -11,042 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,456 shares; 2024Q4: 7,454 shares; 2025Q1: 11,653 shares; 2025Q2: 12,331 shares; 2025Q3: 12,223 shares; 2025Q4: 12,208 shares; 2026Q1: 12,083 shares; 2026Q2: 11,941 shares 11,941 $1.28M 0.27% -142 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: 339 shares; 2024Q4: 420 shares; 2025Q1: 548 shares; 2025Q2: 1,186 shares; 2025Q3: 1,271 shares; 2025Q4: 1,385 shares; 2026Q1: 1,349 shares; 2026Q2: 1,333 shares 1,333 $1.25M 0.27% -16 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 464 shares; 2025Q4: 614 shares; 2026Q1: 614 shares; 2026Q2: 614 shares 614 $1.22M 0.26% 0 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: 1,594 shares; 2024Q4: 1,594 shares; 2025Q1: 2,406 shares; 2025Q2: 2,299 shares; 2025Q3: 2,280 shares; 2025Q4: 2,184 shares; 2026Q1: 3,184 shares; 2026Q2: 3,168 shares 3,168 $1.16M 0.25% -16 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: 774 shares; 2024Q4: 822 shares; 2025Q1: 847 shares; 2025Q2: 1,696 shares; 2025Q3: 1,927 shares; 2025Q4: 1,913 shares; 2026Q1: 2,118 shares; 2026Q2: 2,047 shares 2,047 $1.15M 0.25% -71 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: 449 shares; 2024Q4: 453 shares; 2025Q1: 466 shares; 2025Q2: 457 shares; 2025Q3: 530 shares; 2025Q4: 1,053 shares; 2026Q1: 1,021 shares; 2026Q2: 1,117 shares 1,117 $1.13M 0.24% +96 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: 20,092 shares; 2024Q4: 20,174 shares; 2025Q1: 20,189 shares; 2025Q2: 18,951 shares; 2025Q3: 18,972 shares; 2025Q4: 19,005 shares; 2026Q1: 19,020 shares; 2026Q2: 14,395 shares 14,395 $1.11M 0.24% -4,625 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,810 shares; 2024Q4: 10,084 shares; 2025Q1: 10,117 shares; 2025Q2: 10,145 shares; 2025Q3: 10,177 shares; 2025Q4: 10,051 shares; 2026Q1: 9,561 shares; 2026Q2: 9,561 shares 9,561 $1.05M 0.22% 0 Timeline EMGF 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: 53,028 shares; 2025Q2: 57,932 shares; 2025Q3: 15,248 shares; 2025Q4: 14,242 shares; 2026Q1: 14,225 shares; 2026Q2: 14,269 shares 14,269 $1.05M 0.22% +44 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: 2,748 shares; 2024Q4: 2,788 shares; 2025Q1: 2,752 shares; 2025Q2: 2,859 shares; 2025Q3: 2,928 shares; 2025Q4: 2,805 shares; 2026Q1: 2,900 shares; 2026Q2: 2,920 shares 2,920 $1.03M 0.22% +20 Timeline RPV 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: 21,878 shares; 2024Q4: 20,814 shares; 2025Q1: 20,925 shares; 2025Q2: 17,892 shares; 2025Q3: 16,524 shares; 2025Q4: 16,529 shares; 2026Q1: 8,973 shares; 2026Q2: 9,022 shares 9,022 $1.03M 0.22% +49 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: not reported; 2024Q4: 4,209 shares; 2025Q1: 4,206 shares; 2025Q2: 4,215 shares; 2025Q3: 4,244 shares; 2025Q4: 4,195 shares; 2026Q1: 4,195 shares; 2026Q2: 4,123 shares 4,123 $1.02M 0.22% -72 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 2,033 shares; 2025Q4: 2,035 shares; 2026Q1: not reported; 2026Q2: 12,242 shares 12,242 $1.01M 0.22% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,588 shares 37,588 $996K 0.21% new Timeline DBB INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM 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: 40,650 shares 40,650 $980K 0.21% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,542 shares; 2024Q4: 8,042 shares; 2025Q1: 10,179 shares; 2025Q2: 10,139 shares; 2025Q3: 10,139 shares; 2025Q4: 10,323 shares; 2026Q1: 9,243 shares; 2026Q2: 9,388 shares 9,388 $975K 0.21% +145 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: 1,528 shares; 2024Q4: 1,619 shares; 2025Q1: 1,649 shares; 2025Q2: 1,895 shares; 2025Q3: 2,364 shares; 2025Q4: 2,400 shares; 2026Q1: 2,401 shares; 2026Q2: 2,493 shares 2,493 $942K 0.2% +92 Timeline KLAC KLA CORP More: the full row for KLA 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: 295 shares; 2026Q2: 3,010 shares 3,010 $908K 0.19% +2,715 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: 2,196 shares; 2024Q4: 2,282 shares; 2025Q1: 2,296 shares; 2025Q2: 2,326 shares; 2025Q3: 2,576 shares; 2025Q4: 2,583 shares; 2026Q1: 2,350 shares; 2026Q2: 2,703 shares 2,703 $885K 0.19% +353 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: 21,233 shares; 2024Q4: 21,359 shares; 2025Q1: 21,297 shares; 2025Q2: 16,891 shares; 2025Q3: 16,942 shares; 2025Q4: 14,226 shares; 2026Q1: 14,268 shares; 2026Q2: 14,318 shares 14,318 $870K 0.19% +50 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: not reported; 2024Q4: 1,386 shares; 2025Q1: 2,139 shares; 2025Q2: 3,219 shares; 2025Q3: 3,177 shares; 2025Q4: 5,006 shares; 2026Q1: 5,113 shares; 2026Q2: 5,062 shares 5,062 $861K 0.18% -51 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,176 shares; 2024Q4: 98,830 shares; 2025Q1: 92,697 shares; 2025Q2: 93,405 shares; 2025Q3: 16,320 shares; 2025Q4: 15,784 shares; 2026Q1: 16,686 shares; 2026Q2: 16,826 shares 16,826 $776K 0.17% +140 Timeline ADEA ADEIA INC More: the full row for ADEIA 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: 29,241 shares; 2026Q2: 22,841 shares 22,841 $752K 0.16% -6,400 Timeline FID 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: 28,581 shares; 2024Q4: 28,959 shares; 2025Q1: 28,959 shares; 2025Q2: 28,959 shares; 2025Q3: 28,959 shares; 2025Q4: 31,921 shares; 2026Q1: 33,928 shares; 2026Q2: 34,537 shares 34,537 $741K 0.16% +609 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,410 shares; 2026Q1: 2,137 shares; 2026Q2: 2,162 shares 2,162 $731K 0.16% +25 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: 483 shares; 2024Q4: 586 shares; 2025Q1: 818 shares; 2025Q2: 1,321 shares; 2025Q3: 1,368 shares; 2025Q4: 1,314 shares; 2026Q1: 1,467 shares; 2026Q2: 1,650 shares 1,650 $656K 0.14% +183 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 594 shares; 2025Q2: 594 shares; 2025Q3: 595 shares; 2025Q4: 662 shares; 2026Q1: 662 shares; 2026Q2: 5,170 shares 5,170 $642K 0.14% +4,508 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,601 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,178 shares; 2026Q2: 26,388 shares 26,388 $632K 0.13% +210 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: 430 shares; 2024Q4: 397 shares; 2025Q1: 577 shares; 2025Q2: 876 shares; 2025Q3: 804 shares; 2025Q4: 809 shares; 2026Q1: 643 shares; 2026Q2: 643 shares 643 $629K 0.13% 0 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,536 shares; 2024Q4: 7,120 shares; 2025Q1: 9,758 shares; 2025Q2: 9,661 shares; 2025Q3: 8,994 shares; 2025Q4: 8,161 shares; 2026Q1: 8,618 shares; 2026Q2: 8,592 shares 8,592 $626K 0.13% -26 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: 1,503 shares; 2024Q4: 1,528 shares; 2025Q1: 1,552 shares; 2025Q2: 1,560 shares; 2025Q3: 1,645 shares; 2025Q4: 1,666 shares; 2026Q1: 2,061 shares; 2026Q2: 2,173 shares 2,173 $611K 0.13% +112 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: 16,977 shares; 2024Q4: 14,387 shares; 2025Q1: 13,630 shares; 2025Q2: 10,227 shares; 2025Q3: 10,261 shares; 2025Q4: 10,193 shares; 2026Q1: 10,478 shares; 2026Q2: 10,355 shares 10,355 $597K 0.13% -123 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,123 shares 3,123 $594K 0.13% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN 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: 41,375 shares; 2026Q1: 41,541 shares; 2026Q2: 11,627 shares 11,627 $594K 0.13% -29,914 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,500 shares; 2025Q1: 12,538 shares; 2025Q2: 12,538 shares; 2025Q3: 12,603 shares; 2025Q4: 12,603 shares; 2026Q1: 12,555 shares; 2026Q2: 12,670 shares 12,670 $591K 0.13% +115 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: 1,770 shares; 2024Q4: 3,885 shares; 2025Q1: 4,026 shares; 2025Q2: 3,871 shares; 2025Q3: 4,228 shares; 2025Q4: 4,297 shares; 2026Q1: 4,307 shares; 2026Q2: 4,317 shares 4,317 $590K 0.13% +10 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: 3,565 shares; 2024Q4: 3,616 shares; 2025Q1: 3,691 shares; 2025Q2: 3,644 shares; 2025Q3: 3,831 shares; 2025Q4: 3,829 shares; 2026Q1: 4,040 shares; 2026Q2: 4,056 shares 4,056 $568K 0.12% +16 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,416 shares; 2024Q4: 6,316 shares; 2025Q1: 6,316 shares; 2025Q2: 6,316 shares; 2025Q3: 6,316 shares; 2025Q4: 6,316 shares; 2026Q1: 6,316 shares; 2026Q2: 6,316 shares 6,316 $554K 0.12% 0 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: 2,580 shares; 2024Q4: 2,588 shares; 2025Q1: 2,594 shares; 2025Q2: 2,600 shares; 2025Q3: 2,490 shares; 2025Q4: 2,497 shares; 2026Q1: 2,503 shares; 2026Q2: 2,507 shares 2,507 $550K 0.12% +4 Timeline DFIV 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: not reported; 2026Q1: not reported; 2026Q2: 10,110 shares 10,110 $546K 0.12% 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: 739 shares; 2024Q4: 766 shares; 2025Q1: 722 shares; 2025Q2: 771 shares; 2025Q3: 1,826 shares; 2025Q4: 1,381 shares; 2026Q1: 1,297 shares; 2026Q2: 1,300 shares 1,300 $540K 0.12% +3 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,189 shares; 2026Q1: 1,199 shares; 2026Q2: 1,193 shares 1,193 $540K 0.12% -6 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: 3,916 shares; 2024Q4: 4,104 shares; 2025Q1: 3,928 shares; 2025Q2: 4,080 shares; 2025Q3: 4,462 shares; 2025Q4: 4,545 shares; 2026Q1: 4,559 shares; 2026Q2: 4,618 shares 4,618 $523K 0.11% +59 Timeline HYD 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: 13,226 shares; 2024Q4: 13,619 shares; 2025Q1: 13,715 shares; 2025Q2: 13,206 shares; 2025Q3: 11,220 shares; 2025Q4: 12,491 shares; 2026Q1: 10,594 shares; 2026Q2: 10,122 shares 10,122 $521K 0.11% -472 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: 2,461 shares; 2024Q4: 2,472 shares; 2025Q1: 2,497 shares; 2025Q2: 2,514 shares; 2025Q3: 2,640 shares; 2025Q4: 2,674 shares; 2026Q1: 2,683 shares; 2026Q2: 2,719 shares 2,719 $516K 0.11% +36 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: not reported; 2024Q4: not reported; 2025Q1: 4,691 shares; 2025Q2: 3,184 shares; 2025Q3: 3,539 shares; 2025Q4: 4,567 shares; 2026Q1: 4,333 shares; 2026Q2: 4,341 shares 4,341 $510K 0.11% +8 Timeline SPTL 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: 22,351 shares; 2024Q4: 26,982 shares; 2025Q1: 49,245 shares; 2025Q2: 48,411 shares; 2025Q3: 23,910 shares; 2025Q4: 22,653 shares; 2026Q1: 22,640 shares; 2026Q2: 18,376 shares 18,376 $482K 0.1% -4,264 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,641 shares 4,641 $474K 0.1% new 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: 3,825 shares; 2024Q4: 4,104 shares; 2025Q1: 3,703 shares; 2025Q2: 3,816 shares; 2025Q3: 4,015 shares; 2025Q4: 4,069 shares; 2026Q1: 4,092 shares; 2026Q2: 3,594 shares 3,594 $465K 0.1% -498 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: 11,163 shares; 2024Q4: 14,293 shares; 2025Q1: 13,609 shares; 2025Q2: 4,365 shares; 2025Q3: 3,827 shares; 2025Q4: 3,851 shares; 2026Q1: 3,869 shares; 2026Q2: 8,078 shares 8,078 $454K 0.1% +4,209 Timeline JPIE 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,422 shares 9,422 $434K 0.09% new 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: 8,813 shares; 2024Q4: 7,323 shares; 2025Q1: 7,762 shares; 2025Q2: 3,247 shares; 2025Q3: 4,930 shares; 2025Q4: 5,136 shares; 2026Q1: 4,938 shares; 2026Q2: 5,019 shares 5,019 $429K 0.09% +81 Timeline DFAT 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: not reported; 2026Q1: not reported; 2026Q2: 6,026 shares 6,026 $421K 0.09% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 491 shares; 2025Q1: 537 shares; 2025Q2: 512 shares; 2025Q3: 858 shares; 2025Q4: 839 shares; 2026Q1: 712 shares; 2026Q2: 811 shares 811 $406K 0.09% +99 Timeline IVLU 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: 7,312 shares; 2025Q2: 7,247 shares; 2025Q3: 7,148 shares; 2025Q4: 6,940 shares; 2026Q1: 10,176 shares; 2026Q2: 9,632 shares 9,632 $403K 0.09% -544 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: 1,956 shares; 2024Q4: 2,441 shares; 2025Q1: 2,909 shares; 2025Q2: 3,463 shares; 2025Q3: 2,996 shares; 2025Q4: 1,046 shares; 2026Q1: 1,079 shares; 2026Q2: 1,074 shares 1,074 $401K 0.09% -5 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,898 shares; 2025Q2: 16,345 shares; 2025Q3: 16,007 shares; 2025Q4: 16,184 shares; 2026Q1: 16,279 shares; 2026Q2: 17,070 shares 17,070 $395K 0.08% +791 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: 1,411 shares 1,411 $390K 0.08% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,456 shares; 2025Q4: 3,489 shares; 2026Q1: 3,539 shares; 2026Q2: 3,588 shares 3,588 $386K 0.08% +49 Timeline ISCV 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: 4,155 shares; 2025Q2: 5,561 shares; 2025Q3: 4,865 shares; 2025Q4: 4,863 shares; 2026Q1: 4,873 shares; 2026Q2: 4,884 shares 4,884 $382K 0.08% +11 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,120 shares; 2026Q2: 4,553 shares 4,553 $355K 0.08% +1,433 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,934 shares 11,934 $351K 0.07% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE 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: 1,365 shares; 2026Q2: 1,360 shares 1,360 $348K 0.07% -5 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: 1,127 shares; 2024Q4: 1,103 shares; 2025Q1: 1,160 shares; 2025Q2: 1,099 shares; 2025Q3: 1,138 shares; 2025Q4: not reported; 2026Q1: 1,139 shares; 2026Q2: 1,147 shares 1,147 $342K 0.07% +8 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: not reported; 2026Q1: not reported; 2026Q2: 296 shares 296 $342K 0.07% new Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,507 shares; 2025Q1: 13,359 shares; 2025Q2: 13,359 shares; 2025Q3: 13,359 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,719 shares 7,719 $337K 0.07% new 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: 752 shares; 2024Q4: 718 shares; 2025Q1: 755 shares; 2025Q2: 751 shares; 2025Q3: 887 shares; 2025Q4: 852 shares; 2026Q1: 757 shares; 2026Q2: 947 shares 947 $325K 0.07% +190 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 281 shares; 2026Q2: 274 shares 274 $322K 0.07% -7 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,296 shares; 2025Q1: 1,301 shares; 2025Q2: 1,306 shares; 2025Q3: 1,311 shares; 2025Q4: 1,316 shares; 2026Q1: 1,321 shares; 2026Q2: 1,325 shares 1,325 $321K 0.07% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,539 shares; 2026Q2: 12,539 shares 12,539 $319K 0.07% 0 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,056 shares; 2024Q4: 4,056 shares; 2025Q1: 4,056 shares; 2025Q2: 4,056 shares; 2025Q3: 4,068 shares; 2025Q4: 4,081 shares; 2026Q1: 4,092 shares; 2026Q2: 4,103 shares 4,103 $315K 0.07% +11 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,089 shares; 2026Q2: 6,096 shares 6,096 $309K 0.07% +7 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,300 shares 3,300 $308K 0.07% new 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: 2,155 shares; 2024Q4: 1,867 shares; 2025Q1: 1,631 shares; 2025Q2: 1,091 shares; 2025Q3: 1,012 shares; 2025Q4: 1,018 shares; 2026Q1: 985 shares; 2026Q2: 988 shares 988 $296K 0.06% +3 Timeline IGV 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: 5,780 shares; 2026Q2: 3,212 shares 3,212 $291K 0.06% -2,568 Timeline ISVL 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: 5,616 shares; 2026Q2: 5,708 shares 5,708 $287K 0.06% +92 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 592 shares 592 $283K 0.06% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,774 shares; 2024Q4: 8,401 shares; 2025Q1: 8,476 shares; 2025Q2: 8,559 shares; 2025Q3: 8,642 shares; 2025Q4: 10,478 shares; 2026Q1: 8,801 shares; 2026Q2: 8,871 shares 8,871 $281K 0.06% +70 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 954 shares; 2024Q4: 980 shares; 2025Q1: 951 shares; 2025Q2: 976 shares; 2025Q3: 1,032 shares; 2025Q4: 1,059 shares; 2026Q1: 981 shares; 2026Q2: 979 shares 979 $266K 0.06% -2 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: 238 shares; 2025Q1: 245 shares; 2025Q2: 239 shares; 2025Q3: 260 shares; 2025Q4: 250 shares; 2026Q1: 273 shares; 2026Q2: 274 shares 274 $264K 0.06% +1 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE 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: 6,556 shares; 2025Q4: 6,669 shares; 2026Q1: 6,776 shares; 2026Q2: 6,888 shares 6,888 $259K 0.06% +112 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: 1,593 shares; 2024Q4: 1,591 shares; 2025Q1: 1,602 shares; 2025Q2: 1,612 shares; 2025Q3: 1,622 shares; 2025Q4: 1,632 shares; 2026Q1: 1,642 shares; 2026Q2: 1,633 shares 1,633 $258K 0.05% -9 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,899 shares; 2025Q2: 12,942 shares; 2025Q3: 2,460 shares; 2025Q4: 2,329 shares; 2026Q1: 2,332 shares; 2026Q2: 2,335 shares 2,335 $258K 0.05% +3 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: 348 shares 348 $251K 0.05% new Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,046 shares 2,046 $244K 0.05% new Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM 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: 15,032 shares 15,032 $237K 0.05% new 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: 1,368 shares; 2024Q4: 1,392 shares; 2025Q1: 1,438 shares; 2025Q2: 1,383 shares; 2025Q3: 1,548 shares; 2025Q4: not reported; 2026Q1: 1,576 shares; 2026Q2: 1,589 shares 1,589 $233K 0.05% +13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,484 shares; 2026Q1: 2,484 shares; 2026Q2: 2,870 shares 2,870 $228K 0.05% +386 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: 1,613 shares 1,613 $225K 0.05% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,665 shares; 2025Q2: 7,459 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,427 shares; 2026Q2: 2,977 shares 2,977 $225K 0.05% +550 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,455 shares; 2026Q2: 2,455 shares 2,455 $215K 0.05% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,535 shares; 2025Q3: 2,684 shares; 2025Q4: 2,126 shares; 2026Q1: 2,134 shares; 2026Q2: 2,016 shares 2,016 $215K 0.05% -118 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: not reported; 2025Q2: 406 shares; 2025Q3: 450 shares; 2025Q4: 381 shares; 2026Q1: not reported; 2026Q2: 416 shares 416 $213K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,713 shares; 2026Q2: 5,794 shares 5,794 $213K 0.05% +81 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,535 shares; 2025Q3: 2,466 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,160 shares 2,160 $212K 0.05% new 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: 1,635 shares; 2024Q4: 1,647 shares; 2025Q1: 1,728 shares; 2025Q2: 1,772 shares; 2025Q3: 1,930 shares; 2025Q4: 1,930 shares; 2026Q1: 1,972 shares; 2026Q2: 1,567 shares 1,567 $212K 0.05% -405 Timeline PDP 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: not reported; 2026Q1: not reported; 2026Q2: 1,355 shares 1,355 $206K 0.04% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,097 shares 1,097 $203K 0.04% new Timeline PGX 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,007 shares 11,007 $119K 0.03% new Timeline HTZ HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,625 shares; 2024Q4: 13,577 shares; 2025Q1: 13,577 shares; 2025Q2: 11,578 shares; 2025Q3: 11,578 shares; 2025Q4: 10,214 shares; 2026Q1: 10,214 shares; 2026Q2: 10,214 shares 10,214 $23.1K <0.01% 0 Timeline