AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,226 shares; 2024Q4: 43,644 shares; 2025Q1: not loaded; 2025Q2: 35,774 shares; 2025Q3: 39,285 shares; 2025Q4: 37,451 shares; 2026Q1: 37,960 shares; 2026Q2: 39,217 shares 39,217 $11.3M 5.2% +1,257 Timeline AVUS 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: 94,949 shares; 2024Q4: 84,068 shares; 2025Q1: not loaded; 2025Q2: 88,731 shares; 2025Q3: 87,981 shares; 2025Q4: 82,028 shares; 2026Q1: 82,639 shares; 2026Q2: 86,529 shares 86,529 $11.1M 5.07% +3,890 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,756 shares; 2024Q4: 38,206 shares; 2025Q1: not loaded; 2025Q2: 40,091 shares; 2025Q3: 39,609 shares; 2025Q4: 39,349 shares; 2026Q1: 39,348 shares; 2026Q2: 39,534 shares 39,534 $8.41M 3.85% +186 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,508 shares; 2024Q4: 45,890 shares; 2025Q1: not loaded; 2025Q2: 41,155 shares; 2025Q3: 52,457 shares; 2025Q4: 49,715 shares; 2026Q1: 49,741 shares; 2026Q2: 47,327 shares 47,327 $5.9M 2.7% -2,414 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,488 shares; 2024Q4: 58,564 shares; 2025Q1: not loaded; 2025Q2: 66,383 shares; 2025Q3: 63,736 shares; 2025Q4: 65,319 shares; 2026Q1: 65,558 shares; 2026Q2: 76,676 shares 76,676 $5.63M 2.58% +11,118 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: 17,681 shares; 2024Q4: 18,867 shares; 2025Q1: not loaded; 2025Q2: 42,310 shares; 2025Q3: 43,821 shares; 2025Q4: 22,582 shares; 2026Q1: 22,682 shares; 2026Q2: 22,116 shares 22,116 $5.27M 2.41% -566 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,728 shares; 2024Q4: 33,388 shares; 2025Q1: not loaded; 2025Q2: 37,582 shares; 2025Q3: 40,113 shares; 2025Q4: 40,853 shares; 2026Q1: 40,997 shares; 2026Q2: 44,069 shares 44,069 $4.81M 2.2% +3,072 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: 15,732 shares; 2024Q4: 16,383 shares; 2025Q1: not loaded; 2025Q2: 15,394 shares; 2025Q3: 25,435 shares; 2025Q4: 15,282 shares; 2026Q1: 13,779 shares; 2026Q2: 13,341 shares 13,341 $4.77M 2.18% -438 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,229 shares; 2024Q4: 52,316 shares; 2025Q1: not loaded; 2025Q2: 55,538 shares; 2025Q3: 53,760 shares; 2025Q4: 51,803 shares; 2026Q1: 54,398 shares; 2026Q2: 56,514 shares 56,514 $4.28M 1.96% +2,116 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: 12,816 shares; 2024Q4: 12,915 shares; 2025Q1: not loaded; 2025Q2: 12,092 shares; 2025Q3: 14,682 shares; 2025Q4: 16,464 shares; 2026Q1: 20,419 shares; 2026Q2: 20,563 shares 20,563 $4.11M 1.88% +144 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,849 shares; 2024Q4: 35,873 shares; 2025Q1: not loaded; 2025Q2: 36,806 shares; 2025Q3: 34,240 shares; 2025Q4: 32,365 shares; 2026Q1: 36,367 shares; 2026Q2: 33,912 shares 33,912 $3.99M 1.83% -2,455 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: 122,621 shares; 2024Q4: 123,041 shares; 2025Q1: not loaded; 2025Q2: 115,123 shares; 2025Q3: 113,308 shares; 2025Q4: 107,491 shares; 2026Q1: 107,830 shares; 2026Q2: 107,628 shares 107,628 $3.97M 1.82% -202 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: 13,064 shares; 2024Q4: 13,069 shares; 2025Q1: not loaded; 2025Q2: 13,107 shares; 2025Q3: 13,370 shares; 2025Q4: 11,027 shares; 2026Q1: 10,886 shares; 2026Q2: 10,547 shares 10,547 $3.9M 1.79% -339 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,567 shares; 2024Q4: 13,613 shares; 2025Q1: not loaded; 2025Q2: 13,260 shares; 2025Q3: 11,985 shares; 2025Q4: 12,079 shares; 2026Q1: 12,026 shares; 2026Q2: 11,818 shares 11,818 $3.87M 1.77% -208 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: 46,396 shares; 2024Q4: 46,540 shares; 2025Q1: not loaded; 2025Q2: 60,189 shares; 2025Q3: 60,303 shares; 2025Q4: 42,332 shares; 2026Q1: 42,626 shares; 2026Q2: 40,907 shares 40,907 $3.77M 1.73% -1,719 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: 2,585 shares; 2024Q4: 2,504 shares; 2025Q1: not loaded; 2025Q2: 2,062 shares; 2025Q3: 2,083 shares; 2025Q4: 2,140 shares; 2026Q1: 3,284 shares; 2026Q2: 4,986 shares 4,986 $3.73M 1.71% +1,702 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,409 shares; 2024Q4: 3,430 shares; 2025Q1: not loaded; 2025Q2: 3,636 shares; 2025Q3: 3,339 shares; 2025Q4: 3,408 shares; 2026Q1: 3,424 shares; 2026Q2: 3,412 shares 3,412 $3.63M 1.66% -12 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,889 shares; 2024Q4: 66,534 shares; 2025Q1: not loaded; 2025Q2: 64,492 shares; 2025Q3: 66,997 shares; 2025Q4: 68,355 shares; 2026Q1: 68,923 shares; 2026Q2: 71,405 shares 71,405 $3.54M 1.62% +2,482 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,322 shares; 2024Q4: 13,469 shares; 2025Q1: not loaded; 2025Q2: 13,761 shares; 2025Q3: 13,660 shares; 2025Q4: 14,627 shares; 2026Q1: 14,552 shares; 2026Q2: 13,353 shares 13,353 $3.36M 1.54% -1,199 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: 8,524 shares; 2024Q4: 8,747 shares; 2025Q1: not loaded; 2025Q2: 7,567 shares; 2025Q3: 7,767 shares; 2025Q4: 7,407 shares; 2026Q1: 8,155 shares; 2026Q2: 8,153 shares 8,153 $2.88M 1.32% -2 Timeline STPZ 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: 26,649 shares; 2024Q4: 31,133 shares; 2025Q1: not loaded; 2025Q2: 33,473 shares; 2025Q3: 32,510 shares; 2025Q4: 42,885 shares; 2026Q1: 43,535 shares; 2026Q2: 50,663 shares 50,663 $2.7M 1.24% +7,128 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: 5,638 shares; 2024Q4: 5,819 shares; 2025Q1: not loaded; 2025Q2: 6,340 shares; 2025Q3: 6,172 shares; 2025Q4: 6,721 shares; 2026Q1: 6,787 shares; 2026Q2: 7,029 shares 7,029 $2.62M 1.2% +242 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: 6,850 shares; 2024Q4: 5,490 shares; 2025Q1: not loaded; 2025Q2: 5,342 shares; 2025Q3: 4,840 shares; 2025Q4: 4,863 shares; 2026Q1: 4,863 shares; 2026Q2: 4,514 shares 4,514 $2.26M 1.03% -349 Timeline SPHY 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: 63,168 shares; 2024Q4: 61,751 shares; 2025Q1: not loaded; 2025Q2: 69,459 shares; 2025Q3: 67,283 shares; 2025Q4: 69,320 shares; 2026Q1: 71,455 shares; 2026Q2: 94,384 shares 94,384 $2.21M 1.01% +22,929 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,950 shares; 2024Q4: 9,150 shares; 2025Q1: not loaded; 2025Q2: 14,150 shares; 2025Q3: 13,850 shares; 2025Q4: 13,975 shares; 2026Q1: 14,720 shares; 2026Q2: 14,467 shares 14,467 $2.19M 1% -253 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,071 shares; 2024Q4: 16,908 shares; 2025Q1: not loaded; 2025Q2: 18,075 shares; 2025Q3: 22,775 shares; 2025Q4: 25,154 shares; 2026Q1: 28,611 shares; 2026Q2: 31,759 shares 31,759 $2.16M 0.99% +3,148 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,029 shares; 2024Q4: 2,079 shares; 2025Q1: not loaded; 2025Q2: 2,129 shares; 2025Q3: 2,459 shares; 2025Q4: 2,464 shares; 2026Q1: 2,664 shares; 2026Q2: 2,679 shares 2,679 $2.04M 0.94% +15 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: 41,020 shares; 2024Q4: 93,219 shares; 2025Q1: not loaded; 2025Q2: 102,296 shares; 2025Q3: 101,157 shares; 2025Q4: 85,947 shares; 2026Q1: 84,016 shares; 2026Q2: 83,949 shares 83,949 $2.03M 0.93% -67 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: 20,750 shares; 2024Q4: 21,939 shares; 2025Q1: not loaded; 2025Q2: 23,600 shares; 2025Q3: 24,200 shares; 2025Q4: 24,366 shares; 2026Q1: 24,782 shares; 2026Q2: 22,855 shares 22,855 $2.01M 0.92% -1,927 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 18,220 shares; 2025Q3: 18,469 shares; 2025Q4: 19,340 shares; 2026Q1: 45,025 shares; 2026Q2: 49,991 shares 49,991 $1.9M 0.87% +4,966 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: 10,300 shares; 2024Q4: 10,126 shares; 2025Q1: not loaded; 2025Q2: 9,601 shares; 2025Q3: 9,516 shares; 2025Q4: 9,719 shares; 2026Q1: 11,954 shares; 2026Q2: 13,344 shares 13,344 $1.84M 0.84% +1,390 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: 58,600 shares; 2024Q4: 58,013 shares; 2025Q1: not loaded; 2025Q2: 57,125 shares; 2025Q3: 56,727 shares; 2025Q4: 56,729 shares; 2026Q1: 55,927 shares; 2026Q2: 55,929 shares 55,929 $1.79M 0.82% +2 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: 3,741 shares; 2024Q4: 3,743 shares; 2025Q1: not loaded; 2025Q2: 3,959 shares; 2025Q3: 3,989 shares; 2025Q4: 3,644 shares; 2026Q1: 3,699 shares; 2026Q2: 3,313 shares 3,313 $1.7M 0.78% -386 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: 7,224 shares; 2024Q4: 6,787 shares; 2025Q1: not loaded; 2025Q2: 6,306 shares; 2025Q3: 4,619 shares; 2025Q4: 4,743 shares; 2026Q1: 4,591 shares; 2026Q2: 4,482 shares 4,482 $1.69M 0.78% -109 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,038 shares; 2025Q1: not loaded; 2025Q2: 3,600 shares; 2025Q3: 3,650 shares; 2025Q4: 3,750 shares; 2026Q1: 3,946 shares; 2026Q2: 3,971 shares 3,971 $1.69M 0.77% +25 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 24,323 shares; 2025Q3: 24,484 shares; 2025Q4: 28,212 shares; 2026Q1: 46,819 shares; 2026Q2: 46,010 shares 46,010 $1.62M 0.74% -809 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: 2,962 shares; 2024Q4: 2,976 shares; 2025Q1: not loaded; 2025Q2: 2,651 shares; 2025Q3: 21,101 shares; 2025Q4: 2,421 shares; 2026Q1: 2,604 shares; 2026Q2: 2,690 shares 2,690 $1.52M 0.69% +86 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: 3,928 shares; 2024Q4: 3,995 shares; 2025Q1: not loaded; 2025Q2: 3,982 shares; 2025Q3: 4,094 shares; 2025Q4: 4,131 shares; 2026Q1: 4,242 shares; 2026Q2: 4,232 shares 4,232 $1.49M 0.68% -10 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,404 shares; 2025Q3: 1,123 shares; 2025Q4: 1,137 shares; 2026Q1: 1,212 shares; 2026Q2: 1,224 shares 1,224 $1.47M 0.67% +12 Timeline VT 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: 5,092 shares; 2024Q4: 5,130 shares; 2025Q1: not loaded; 2025Q2: 3,961 shares; 2025Q3: 4,098 shares; 2025Q4: 5,419 shares; 2026Q1: 9,177 shares; 2026Q2: 9,148 shares 9,148 $1.44M 0.66% -29 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: 5,264 shares; 2025Q1: not loaded; 2025Q2: 6,534 shares; 2025Q3: 7,259 shares; 2025Q4: 7,046 shares; 2026Q1: 6,951 shares; 2026Q2: 18,562 shares 18,562 $1.4M 0.64% +11,611 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 8,752 shares; 2025Q3: 12,781 shares; 2025Q4: 14,348 shares; 2026Q1: 30,837 shares; 2026Q2: 37,313 shares 37,313 $1.4M 0.64% +6,476 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: 7,634 shares; 2024Q4: 7,552 shares; 2025Q1: not loaded; 2025Q2: 14,465 shares; 2025Q3: 15,081 shares; 2025Q4: 20,125 shares; 2026Q1: 22,439 shares; 2026Q2: 22,928 shares 22,928 $1.39M 0.64% +489 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,650 shares; 2024Q4: 4,661 shares; 2025Q1: not loaded; 2025Q2: 4,661 shares; 2025Q3: 4,699 shares; 2025Q4: 4,699 shares; 2026Q1: 4,699 shares; 2026Q2: 4,449 shares 4,449 $1.29M 0.59% -250 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 9,394 shares; 2025Q3: 13,869 shares; 2025Q4: 23,533 shares; 2026Q1: 23,476 shares; 2026Q2: 27,181 shares 27,181 $1.28M 0.59% +3,705 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: 5,362 shares; 2024Q4: 5,159 shares; 2025Q1: not loaded; 2025Q2: 5,054 shares; 2025Q3: 4,296 shares; 2025Q4: 4,506 shares; 2026Q1: 4,573 shares; 2026Q2: 4,670 shares 4,670 $1.19M 0.54% +97 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,322 shares; 2024Q4: 5,325 shares; 2025Q1: not loaded; 2025Q2: 5,416 shares; 2025Q3: 3,100 shares; 2025Q4: 6,200 shares; 2026Q1: 6,200 shares; 2026Q2: 6,200 shares 6,200 $1.18M 0.54% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,442 shares; 2026Q2: 15,218 shares 15,218 $1.16M 0.53% +5,776 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 10,450 shares; 2025Q3: 15,760 shares; 2025Q4: 19,027 shares; 2026Q1: 26,082 shares; 2026Q2: 23,248 shares 23,248 $1.15M 0.52% -2,834 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: 4,869 shares; 2024Q4: 5,020 shares; 2025Q1: not loaded; 2025Q2: 4,743 shares; 2025Q3: 6,805 shares; 2025Q4: 8,908 shares; 2026Q1: 8,306 shares; 2026Q2: 8,367 shares 8,367 $1.14M 0.52% +61 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,427 shares; 2024Q4: 35,162 shares; 2025Q1: not loaded; 2025Q2: 46,722 shares; 2025Q3: 46,323 shares; 2025Q4: 55,524 shares; 2026Q1: 55,333 shares; 2026Q2: 46,526 shares 46,526 $1.14M 0.52% -8,807 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: 5,420 shares; 2024Q4: 5,548 shares; 2025Q1: not loaded; 2025Q2: 6,770 shares; 2025Q3: 6,815 shares; 2025Q4: 6,919 shares; 2026Q1: 6,690 shares; 2026Q2: 6,577 shares 6,577 $1.09M 0.5% -113 Timeline MINT 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: 4,073 shares; 2024Q4: 4,076 shares; 2025Q1: not loaded; 2025Q2: 4,752 shares; 2025Q3: 5,168 shares; 2025Q4: 5,386 shares; 2026Q1: 5,602 shares; 2026Q2: 10,669 shares 10,669 $1.08M 0.49% +5,067 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: not loaded; 2025Q2: not reported; 2025Q3: 7,669 shares; 2025Q4: 13,534 shares; 2026Q1: 12,499 shares; 2026Q2: 10,991 shares 10,991 $1.06M 0.49% -1,508 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,875 shares; 2026Q2: 28,469 shares 28,469 $1.04M 0.48% +4,594 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,696 shares; 2024Q4: 20,696 shares; 2025Q1: not loaded; 2025Q2: 20,696 shares; 2025Q3: 20,696 shares; 2025Q4: 19,696 shares; 2026Q1: 19,196 shares; 2026Q2: 19,196 shares 19,196 $1.04M 0.48% 0 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 6,906 shares; 2025Q3: 10,618 shares; 2025Q4: 19,813 shares; 2026Q1: 22,360 shares; 2026Q2: 24,021 shares 24,021 $1.02M 0.47% +1,661 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 12,192 shares; 2025Q4: 14,986 shares; 2026Q1: 19,255 shares; 2026Q2: 18,880 shares 18,880 $995K 0.46% -375 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: 14,680 shares; 2024Q4: 26,032 shares; 2025Q1: not loaded; 2025Q2: 27,486 shares; 2025Q3: 31,511 shares; 2025Q4: 18,791 shares; 2026Q1: 17,823 shares; 2026Q2: 17,270 shares 17,270 $995K 0.46% -553 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,072 shares; 2025Q1: not loaded; 2025Q2: 5,822 shares; 2025Q3: 6,654 shares; 2025Q4: 5,974 shares; 2026Q1: 6,380 shares; 2026Q2: 6,890 shares 6,890 $988K 0.45% +510 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: 4,735 shares; 2024Q4: 5,510 shares; 2025Q1: not loaded; 2025Q2: 3,933 shares; 2025Q3: 24,236 shares; 2025Q4: 3,441 shares; 2026Q1: 3,793 shares; 2026Q2: 4,145 shares 4,145 $981K 0.45% +352 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 12,567 shares; 2025Q3: 15,413 shares; 2025Q4: 17,356 shares; 2026Q1: 22,155 shares; 2026Q2: 20,028 shares 20,028 $863K 0.4% -2,127 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: 5,449 shares; 2024Q4: 5,458 shares; 2025Q1: not loaded; 2025Q2: 6,149 shares; 2025Q3: 6,151 shares; 2025Q4: 7,714 shares; 2026Q1: 9,215 shares; 2026Q2: 10,289 shares 10,289 $862K 0.39% +1,074 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 10,059 shares; 2025Q3: 16,430 shares; 2025Q4: 20,953 shares; 2026Q1: 34,842 shares; 2026Q2: 31,100 shares 31,100 $850K 0.39% -3,742 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,945 shares; 2024Q4: 6,320 shares; 2025Q1: not loaded; 2025Q2: 11,654 shares; 2025Q3: 11,560 shares; 2025Q4: 9,760 shares; 2026Q1: 9,829 shares; 2026Q2: 8,749 shares 8,749 $842K 0.39% -1,080 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,659 shares; 2025Q3: 2,940 shares; 2025Q4: 3,040 shares; 2026Q1: 3,258 shares; 2026Q2: 3,015 shares 3,015 $811K 0.37% -243 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,584 shares; 2024Q4: 7,582 shares; 2025Q1: not loaded; 2025Q2: 7,013 shares; 2025Q3: 7,388 shares; 2025Q4: 7,396 shares; 2026Q1: 7,628 shares; 2026Q2: 7,775 shares 7,775 $802K 0.37% +147 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,937 shares; 2024Q4: 9,469 shares; 2025Q1: not loaded; 2025Q2: 9,310 shares; 2025Q3: 9,110 shares; 2025Q4: 9,588 shares; 2026Q1: 8,926 shares; 2026Q2: 10,127 shares 10,127 $792K 0.36% +1,201 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,608 shares; 2024Q4: 6,607 shares; 2025Q1: not loaded; 2025Q2: 6,634 shares; 2025Q3: 7,345 shares; 2025Q4: 7,914 shares; 2026Q1: 8,069 shares; 2026Q2: 8,119 shares 8,119 $783K 0.36% +50 Timeline SPMO 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: 2,396 shares; 2025Q1: not loaded; 2025Q2: 2,546 shares; 2025Q3: 2,634 shares; 2025Q4: 3,755 shares; 2026Q1: 5,075 shares; 2026Q2: 4,766 shares 4,766 $770K 0.35% -309 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 2,811 shares; 2025Q4: 3,829 shares; 2026Q1: 4,790 shares; 2026Q2: 4,856 shares 4,856 $767K 0.35% +66 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,846 shares; 2024Q4: 25,233 shares; 2025Q1: not loaded; 2025Q2: 30,982 shares; 2025Q3: 30,821 shares; 2025Q4: 31,566 shares; 2026Q1: 19,928 shares; 2026Q2: 22,293 shares 22,293 $754K 0.35% +2,365 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: 835 shares; 2024Q4: 837 shares; 2025Q1: not loaded; 2025Q2: 705 shares; 2025Q3: 740 shares; 2025Q4: 8,380 shares; 2026Q1: 10,420 shares; 2026Q2: 10,421 shares 10,421 $744K 0.34% +1 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 568 shares; 2026Q2: 632 shares 632 $743K 0.34% +64 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 8,679 shares; 2025Q3: 9,104 shares; 2025Q4: 9,807 shares; 2026Q1: 26,281 shares; 2026Q2: 28,322 shares 28,322 $741K 0.34% +2,041 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 358 shares; 2025Q4: 620 shares; 2026Q1: 790 shares; 2026Q2: 782 shares 782 $732K 0.33% -8 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: 6,151 shares; 2024Q4: 18,996 shares; 2025Q1: not loaded; 2025Q2: 20,343 shares; 2025Q3: 20,655 shares; 2025Q4: 21,527 shares; 2026Q1: 22,698 shares; 2026Q2: 23,005 shares 23,005 $729K 0.33% +307 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: 11,082 shares; 2024Q4: 10,538 shares; 2025Q1: not loaded; 2025Q2: 17,257 shares; 2025Q3: 11,545 shares; 2025Q4: 12,030 shares; 2026Q1: 9,904 shares; 2026Q2: 8,742 shares 8,742 $724K 0.33% -1,162 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: 4,502 shares; 2024Q4: 6,120 shares; 2025Q1: not loaded; 2025Q2: 7,754 shares; 2025Q3: 7,369 shares; 2025Q4: 5,387 shares; 2026Q1: 5,248 shares; 2026Q2: 3,203 shares 3,203 $703K 0.32% -2,045 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: 18,667 shares; 2024Q4: 20,458 shares; 2025Q1: not loaded; 2025Q2: 15,001 shares; 2025Q3: 12,381 shares; 2025Q4: 12,514 shares; 2026Q1: 14,653 shares; 2026Q2: 12,020 shares 12,020 $685K 0.31% -2,633 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,950 shares; 2024Q4: 6,950 shares; 2025Q1: not loaded; 2025Q2: 6,950 shares; 2025Q3: 6,950 shares; 2025Q4: 6,500 shares; 2026Q1: 6,750 shares; 2026Q2: 5,950 shares 5,950 $679K 0.31% -800 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,056 shares; 2024Q4: 1,060 shares; 2025Q1: not loaded; 2025Q2: 1,296 shares; 2025Q3: 640 shares; 2025Q4: 642 shares; 2026Q1: not reported; 2026Q2: 1,009 shares 1,009 $662K 0.3% new Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,690 shares; 2026Q2: 12,941 shares 12,941 $652K 0.3% +3,251 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: 1,189 shares; 2024Q4: 1,039 shares; 2025Q1: not loaded; 2025Q2: 1,771 shares; 2025Q3: 1,365 shares; 2025Q4: 1,476 shares; 2026Q1: 1,541 shares; 2026Q2: 1,480 shares 1,480 $622K 0.29% -61 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 1,550 shares; 2025Q1: not loaded; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares; 2026Q1: 1,550 shares; 2026Q2: 1,250 shares 1,250 $621K 0.28% -300 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,775 shares; 2024Q4: 2,775 shares; 2025Q1: not loaded; 2025Q2: 2,775 shares; 2025Q3: 2,775 shares; 2025Q4: 2,775 shares; 2026Q1: 2,675 shares; 2026Q2: 2,775 shares 2,775 $621K 0.28% +100 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,040 shares; 2026Q1: 2,553 shares; 2026Q2: 2,861 shares 2,861 $619K 0.28% +308 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,880 shares 21,880 $614K 0.28% new 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: 3,720 shares; 2024Q4: 70 shares; 2025Q1: not loaded; 2025Q2: 3,807 shares; 2025Q3: 51,770 shares; 2025Q4: 413 shares; 2026Q1: 782 shares; 2026Q2: 698 shares 698 $584K 0.27% -84 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,019 shares; 2024Q4: 4,369 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 4,193 shares; 2025Q4: 6,119 shares; 2026Q1: 6,188 shares; 2026Q2: 6,580 shares 6,580 $578K 0.26% +392 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,378 shares; 2024Q4: 1,275 shares; 2025Q1: not loaded; 2025Q2: 1,673 shares; 2025Q3: 1,668 shares; 2025Q4: 1,668 shares; 2026Q1: 1,818 shares; 2026Q2: 1,818 shares 1,818 $577K 0.26% 0 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,722 shares; 2026Q2: 25,459 shares 25,459 $567K 0.26% +2,737 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,228 shares; 2026Q1: 10,386 shares; 2026Q2: 15,091 shares 15,091 $565K 0.26% +4,705 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $542K 0.25% 0 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 9,736 shares; 2025Q3: 10,060 shares; 2025Q4: 12,981 shares; 2026Q1: 14,912 shares; 2026Q2: 12,175 shares 12,175 $542K 0.25% -2,737 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,332 shares; 2025Q1: not loaded; 2025Q2: 7,138 shares; 2025Q3: 7,856 shares; 2025Q4: 8,919 shares; 2026Q1: 9,314 shares; 2026Q2: 10,094 shares 10,094 $537K 0.25% +780 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: 4,909 shares; 2024Q4: 4,935 shares; 2025Q1: not loaded; 2025Q2: 4,944 shares; 2025Q3: 5,028 shares; 2025Q4: 5,717 shares; 2026Q1: 5,860 shares; 2026Q2: 5,860 shares 5,860 $532K 0.24% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 2,907 shares; 2025Q4: 3,704 shares; 2026Q1: 4,766 shares; 2026Q2: 5,497 shares 5,497 $531K 0.24% +731 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,443 shares; 2024Q4: 2,471 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,168 shares; 2026Q2: 5,348 shares 5,348 $529K 0.24% +180 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: 614 shares; 2024Q4: 615 shares; 2025Q1: not loaded; 2025Q2: 615 shares; 2025Q3: 380 shares; 2025Q4: 420 shares; 2026Q1: 714 shares; 2026Q2: 714 shares 714 $526K 0.24% 0 Timeline SHLD 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: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,194 shares; 2026Q1: 5,947 shares; 2026Q2: 8,665 shares 8,665 $517K 0.24% +2,718 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 2,889 shares; 2025Q4: 4,756 shares; 2026Q1: 5,158 shares; 2026Q2: 5,264 shares 5,264 $517K 0.24% +106 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: not reported; 2025Q1: not loaded; 2025Q2: 1,088 shares; 2025Q3: 1,584 shares; 2025Q4: 1,884 shares; 2026Q1: 2,126 shares; 2026Q2: 1,825 shares 1,825 $513K 0.24% -301 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 439 shares 439 $507K 0.23% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,920 shares; 2024Q4: 3,920 shares; 2025Q1: not loaded; 2025Q2: 3,920 shares; 2025Q3: 3,920 shares; 2025Q4: 3,959 shares; 2026Q1: 3,959 shares; 2026Q2: 3,959 shares 3,959 $501K 0.23% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 777 shares; 2026Q1: 1,309 shares; 2026Q2: 1,309 shares 1,309 $489K 0.22% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,200 shares; 2024Q4: 7,200 shares; 2025Q1: not loaded; 2025Q2: 2,900 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares; 2026Q2: 3,100 shares 3,100 $486K 0.22% 0 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,563 shares; 2026Q1: 13,642 shares; 2026Q2: 14,658 shares 14,658 $483K 0.22% +1,016 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: 4,411 shares; 2024Q4: 4,400 shares; 2025Q1: not loaded; 2025Q2: 4,708 shares; 2025Q3: 6,608 shares; 2025Q4: 4,583 shares; 2026Q1: 4,790 shares; 2026Q2: 3,750 shares 3,750 $467K 0.21% -1,040 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: 10,791 shares; 2024Q4: 12,752 shares; 2025Q1: not loaded; 2025Q2: 14,356 shares; 2025Q3: 14,814 shares; 2025Q4: 13,130 shares; 2026Q1: 10,017 shares; 2026Q2: 5,971 shares 5,971 $457K 0.21% -4,046 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,466 shares; 2026Q2: 1,324 shares 1,324 $452K 0.21% -142 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: not reported; 2024Q4: 1,824 shares; 2025Q1: not loaded; 2025Q2: 3,825 shares; 2025Q3: 3,825 shares; 2025Q4: 3,825 shares; 2026Q1: 3,826 shares; 2026Q2: 3,826 shares 3,826 $451K 0.21% 0 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: 3,518 shares; 2024Q4: 4,060 shares; 2025Q1: not loaded; 2025Q2: 4,172 shares; 2025Q3: 2,937 shares; 2025Q4: 3,307 shares; 2026Q1: 3,958 shares; 2026Q2: 3,959 shares 3,959 $448K 0.21% +1 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,125 shares; 2024Q4: 2,224 shares; 2025Q1: not loaded; 2025Q2: 2,247 shares; 2025Q3: 2,247 shares; 2025Q4: 2,761 shares; 2026Q1: 2,763 shares; 2026Q2: 2,588 shares 2,588 $438K 0.2% -175 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: not loaded; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares; 2026Q1: 3,900 shares; 2026Q2: 3,300 shares 3,300 $434K 0.2% -600 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,925 shares 1,925 $431K 0.2% new 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 1,891 shares; 2025Q4: 1,916 shares; 2026Q1: 1,569 shares; 2026Q2: 1,585 shares 1,585 $428K 0.2% +16 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,925 shares 1,925 $426K 0.19% new 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: 12,065 shares; 2024Q4: 12,701 shares; 2025Q1: not loaded; 2025Q2: 11,561 shares; 2025Q3: 12,736 shares; 2025Q4: 5,157 shares; 2026Q1: 3,895 shares; 2026Q2: 3,584 shares 3,584 $421K 0.19% -311 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,175 shares; 2024Q4: 2,235 shares; 2025Q1: not loaded; 2025Q2: 2,090 shares; 2025Q3: 2,090 shares; 2025Q4: 2,290 shares; 2026Q1: 1,325 shares; 2026Q2: 1,325 shares 1,325 $417K 0.19% 0 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: 11,695 shares; 2024Q4: 12,577 shares; 2025Q1: not loaded; 2025Q2: 17,201 shares; 2025Q3: 18,126 shares; 2025Q4: 17,938 shares; 2026Q1: 16,601 shares; 2026Q2: 17,273 shares 17,273 $416K 0.19% +672 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 5,232 shares; 2025Q4: 6,426 shares; 2026Q1: 6,742 shares; 2026Q2: 8,094 shares 8,094 $412K 0.19% +1,352 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,423 shares; 2025Q3: 4,551 shares; 2025Q4: 4,769 shares; 2026Q1: 8,851 shares; 2026Q2: 8,449 shares 8,449 $409K 0.19% -402 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $409K 0.19% 0 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,275 shares; 2024Q4: 10,275 shares; 2025Q1: not loaded; 2025Q2: 11,775 shares; 2025Q3: 11,775 shares; 2025Q4: 9,950 shares; 2026Q1: 9,950 shares; 2026Q2: 9,950 shares 9,950 $405K 0.19% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 2,799 shares; 2025Q4: 3,112 shares; 2026Q1: 3,483 shares; 2026Q2: 4,451 shares 4,451 $401K 0.18% +968 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 4,067 shares; 2025Q4: 4,715 shares; 2026Q1: 5,032 shares; 2026Q2: 6,453 shares 6,453 $397K 0.18% +1,421 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,711 shares; 2025Q1: not loaded; 2025Q2: 13,779 shares; 2025Q3: 17,734 shares; 2025Q4: 14,058 shares; 2026Q1: 13,558 shares; 2026Q2: 13,558 shares 13,558 $396K 0.18% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,103 shares; 2025Q1: not loaded; 2025Q2: 4,664 shares; 2025Q3: 5,053 shares; 2025Q4: 4,230 shares; 2026Q1: 3,783 shares; 2026Q2: 4,092 shares 4,092 $391K 0.18% +309 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 28,000 shares; 2025Q3: 28,000 shares; 2025Q4: 13,340 shares; 2026Q1: 16,140 shares; 2026Q2: 13,640 shares 13,640 $385K 0.18% -2,500 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: 1,400 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 1,600 shares; 2025Q4: 954 shares; 2026Q1: not reported; 2026Q2: 648 shares 648 $376K 0.17% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,276 shares; 2025Q1: not loaded; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $366K 0.17% 0 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: 1,392 shares; 2024Q4: 1,392 shares; 2025Q1: not loaded; 2025Q2: 1,392 shares; 2025Q3: 1,392 shares; 2025Q4: 1,392 shares; 2026Q1: 1,392 shares; 2026Q2: 1,392 shares 1,392 $343K 0.16% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,547 shares; 2024Q4: 10,547 shares; 2025Q1: not loaded; 2025Q2: 10,354 shares; 2025Q3: 9,230 shares; 2025Q4: 9,230 shares; 2026Q1: 9,230 shares; 2026Q2: 9,230 shares 9,230 $339K 0.16% 0 Timeline RWL 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,156 shares; 2026Q2: 2,639 shares 2,639 $337K 0.15% +483 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,625 shares; 2026Q2: 4,325 shares 4,325 $336K 0.15% +1,700 Timeline CGW 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: 5,100 shares; 2024Q4: 5,100 shares; 2025Q1: not loaded; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares; 2026Q2: 5,100 shares 5,100 $335K 0.15% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 294 shares; 2026Q2: 294 shares 294 $333K 0.15% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,610 shares; 2024Q4: 5,774 shares; 2025Q1: not loaded; 2025Q2: 5,005 shares; 2025Q3: 8,034 shares; 2025Q4: 8,450 shares; 2026Q1: 4,450 shares; 2026Q2: 4,850 shares 4,850 $331K 0.15% +400 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 690 shares 690 $330K 0.15% new 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,136 shares; 2026Q1: 1,419 shares; 2026Q2: 1,448 shares 1,448 $329K 0.15% +29 Timeline JPIB 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 loaded; 2025Q2: 7,402 shares; 2025Q3: 8,034 shares; 2025Q4: 6,311 shares; 2026Q1: 6,352 shares; 2026Q2: 6,794 shares 6,794 $328K 0.15% +442 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: 2,082 shares; 2024Q4: 2,494 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 11,009 shares; 2025Q4: 2,310 shares; 2026Q1: 2,412 shares; 2026Q2: 2,413 shares 2,413 $310K 0.14% +1 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,178 shares; 2026Q2: 13,502 shares 13,502 $308K 0.14% +3,324 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: 4,030 shares; 2024Q4: 4,752 shares; 2025Q1: not loaded; 2025Q2: 6,091 shares; 2025Q3: 9,677 shares; 2025Q4: 12,648 shares; 2026Q1: 11,235 shares; 2026Q2: 5,800 shares 5,800 $304K 0.14% -5,435 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,300 shares; 2024Q4: 2,800 shares; 2025Q1: not loaded; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares; 2026Q2: 2,500 shares 2,500 $300K 0.14% -300 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 308 shares 308 $297K 0.14% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,871 shares; 2025Q3: 1,957 shares; 2025Q4: 1,959 shares; 2026Q1: 1,988 shares; 2026Q2: 2,044 shares 2,044 $290K 0.13% +56 Timeline VGK 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: 2,867 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,034 shares; 2025Q3: 3,034 shares; 2025Q4: 3,236 shares; 2026Q1: 3,238 shares; 2026Q2: 3,242 shares 3,242 $287K 0.13% +4 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: not reported; 2026Q1: 9,200 shares; 2026Q2: 8,500 shares 8,500 $285K 0.13% -700 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,850 shares; 2026Q1: 3,026 shares; 2026Q2: 2,017 shares 2,017 $282K 0.13% -1,009 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 210 shares; 2025Q1: not loaded; 2025Q2: 210 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 630 shares; 2026Q2: 630 shares 630 $276K 0.13% 0 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: 11,925 shares; 2024Q4: 12,511 shares; 2025Q1: not loaded; 2025Q2: 16,525 shares; 2025Q3: 14,380 shares; 2025Q4: 6,182 shares; 2026Q1: 5,618 shares; 2026Q2: 6,496 shares 6,496 $275K 0.13% +878 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,136 shares; 2026Q1: 6,365 shares; 2026Q2: 6,392 shares 6,392 $273K 0.13% +27 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: 950 shares; 2024Q4: 950 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 641 shares; 2025Q4: 641 shares; 2026Q1: 741 shares; 2026Q2: 741 shares 741 $273K 0.12% 0 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: not reported; 2024Q4: 3,300 shares; 2025Q1: not loaded; 2025Q2: 3,156 shares; 2025Q3: 3,075 shares; 2025Q4: 3,177 shares; 2026Q1: 3,201 shares; 2026Q2: 3,316 shares 3,316 $270K 0.12% +115 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares; 2026Q2: 3,300 shares 3,300 $257K 0.12% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,691 shares; 2026Q1: not reported; 2026Q2: 2,419 shares 2,419 $250K 0.11% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,465 shares; 2026Q2: 2,240 shares 2,240 $248K 0.11% -225 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,851 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,505 shares 1,505 $247K 0.11% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,730 shares; 2026Q2: 8,650 shares 8,650 $237K 0.11% +6,920 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 437 shares; 2026Q1: not reported; 2026Q2: 2,745 shares 2,745 $236K 0.11% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,143 shares 2,143 $235K 0.11% new Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,893 shares; 2026Q2: 5,631 shares 5,631 $232K 0.11% +738 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 363 shares; 2026Q2: 365 shares 365 $231K 0.11% +2 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: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,008 shares; 2026Q1: 1,036 shares; 2026Q2: 918 shares 918 $228K 0.1% -118 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 5,153 shares; 2025Q3: 5,861 shares; 2025Q4: 4,825 shares; 2026Q1: 4,931 shares; 2026Q2: 5,399 shares 5,399 $226K 0.1% +468 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,793 shares 2,793 $226K 0.1% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 222 shares 222 $225K 0.1% new Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,462 shares 4,462 $224K 0.1% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,383 shares; 2026Q1: 1,383 shares; 2026Q2: 1,383 shares 1,383 $224K 0.1% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,424 shares; 2024Q4: 6,086 shares; 2025Q1: not loaded; 2025Q2: 8,974 shares; 2025Q3: 9,042 shares; 2025Q4: 8,673 shares; 2026Q1: 4,258 shares; 2026Q2: 2,576 shares 2,576 $223K 0.1% -1,682 Timeline PID 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: not loaded; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $222K 0.1% 0 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: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,410 shares 6,410 $222K 0.1% new Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 4,957 shares; 2025Q4: 4,971 shares; 2026Q1: 4,692 shares; 2026Q2: 4,824 shares 4,824 $220K 0.1% +132 Timeline BOND 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: 2,332 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,222 shares; 2026Q2: 2,388 shares 2,388 $220K 0.1% +166 Timeline LRGF 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,798 shares 2,798 $212K 0.1% new 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 701 shares 701 $212K 0.1% new Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 3,770 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,147 shares 3,147 $208K 0.1% new Timeline NEAR 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,080 shares 4,080 $207K 0.09% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,594 shares; 2026Q2: 1,594 shares 1,594 $201K 0.09% 0 Timeline MGNX MACROGENICS INC More: the full row for MACROGENICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,700 shares; 2026Q2: 22,700 shares 22,700 $105K 0.05% -4,000 Timeline ABCL ABCELLERA BIOLOGICS INC More: the full row for ABCELLERA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,300 shares; 2024Q4: 18,000 shares; 2025Q1: not loaded; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $78.5K 0.04% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,500 shares 14,500 $68.6K 0.03% new Timeline