IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 446,870 shares; 2024Q4: 442,744 shares; 2025Q1: 437,632 shares; 2025Q2: 436,014 shares; 2025Q3: 431,124 shares; 2025Q4: 427,413 shares; 2026Q1: 420,340 shares; 2026Q2: 415,571 shares 415,571 $311M 16.87% -4,769 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: 1,338,431 shares; 2024Q4: 1,342,693 shares; 2025Q1: 1,330,882 shares; 2025Q2: 1,329,740 shares; 2025Q3: 1,336,510 shares; 2025Q4: 1,332,133 shares; 2026Q1: 1,323,360 shares; 2026Q2: 1,319,004 shares 1,319,004 $281M 15.21% -4,356 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: 709,265 shares; 2024Q4: 714,873 shares; 2025Q1: 710,187 shares; 2025Q2: 701,496 shares; 2025Q3: 704,261 shares; 2025Q4: 709,274 shares; 2026Q1: 704,809 shares; 2026Q2: 702,868 shares 702,868 $211M 11.44% -1,941 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: 464,993 shares; 2024Q4: 464,338 shares; 2025Q1: 457,980 shares; 2025Q2: 458,651 shares; 2025Q3: 455,280 shares; 2025Q4: 456,776 shares; 2026Q1: 458,400 shares; 2026Q2: 2,307,284 shares 2,307,284 $63.2M 3.43% +1,848,884 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: 563,610 shares; 2024Q4: 560,749 shares; 2025Q1: 565,881 shares; 2025Q2: 565,130 shares; 2025Q3: 573,446 shares; 2025Q4: 597,678 shares; 2026Q1: 595,160 shares; 2026Q2: 622,624 shares 622,624 $60.1M 3.26% +27,464 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: 508,372 shares; 2024Q4: 504,142 shares; 2025Q1: 500,675 shares; 2025Q2: 495,928 shares; 2025Q3: 487,157 shares; 2025Q4: 490,106 shares; 2026Q1: 488,440 shares; 2026Q2: 486,616 shares 486,616 $50.5M 2.74% -1,824 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250,802 shares; 2024Q4: 428,185 shares; 2025Q1: 836,135 shares; 2025Q2: 1,173,912 shares; 2025Q3: 1,515,968 shares; 2025Q4: 1,712,997 shares; 2026Q1: 1,741,128 shares; 2026Q2: 1,937,560 shares 1,937,560 $45.5M 2.47% +196,432 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,810 shares; 2024Q4: 287,115 shares; 2025Q1: 463,248 shares; 2025Q2: 511,879 shares; 2025Q3: 943,906 shares; 2025Q4: 1,351,581 shares; 2026Q1: 1,467,776 shares; 2026Q2: 1,709,445 shares 1,709,445 $40M 2.17% +241,669 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 347,150 shares; 2024Q4: 540,414 shares; 2025Q1: 857,119 shares; 2025Q2: 1,165,621 shares; 2025Q3: 1,458,696 shares; 2025Q4: 1,574,653 shares; 2026Q1: 1,616,618 shares; 2026Q2: 1,772,416 shares 1,772,416 $39.1M 2.12% +155,798 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232,581 shares; 2024Q4: 233,853 shares; 2025Q1: 231,157 shares; 2025Q2: 231,517 shares; 2025Q3: 228,942 shares; 2025Q4: 229,113 shares; 2026Q1: 230,707 shares; 2026Q2: 231,257 shares 231,257 $36.1M 1.96% +550 Timeline IBHJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,320 shares; 2024Q4: 100,257 shares; 2025Q1: 237,614 shares; 2025Q2: 277,111 shares; 2025Q3: 521,450 shares; 2025Q4: 809,669 shares; 2026Q1: 933,587 shares; 2026Q2: 1,189,960 shares 1,189,960 $31.5M 1.71% +256,373 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: 430,026 shares; 2024Q4: 398,218 shares; 2025Q1: 399,918 shares; 2025Q2: 406,696 shares; 2025Q3: 408,861 shares; 2025Q4: 417,437 shares; 2026Q1: 431,796 shares; 2026Q2: 435,092 shares 435,092 $31M 1.68% +3,296 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: 131,262 shares; 2024Q4: 139,832 shares; 2025Q1: 140,619 shares; 2025Q2: 146,459 shares; 2025Q3: 160,759 shares; 2025Q4: 173,630 shares; 2026Q1: 175,457 shares; 2026Q2: 184,044 shares 184,044 $29.1M 1.58% +8,587 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: 154,078 shares; 2024Q4: 153,804 shares; 2025Q1: 143,551 shares; 2025Q2: 154,292 shares; 2025Q3: 171,736 shares; 2025Q4: 176,815 shares; 2026Q1: 178,762 shares; 2026Q2: 189,650 shares 189,650 $28.1M 1.52% +10,888 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,111 shares; 2024Q4: 429,875 shares; 2025Q1: 755,309 shares; 2025Q2: 854,318 shares; 2025Q3: 1,038,643 shares; 2025Q4: 1,106,196 shares; 2026Q1: 1,123,830 shares; 2026Q2: 1,161,706 shares 1,161,706 $26.3M 1.43% +37,876 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,219 shares; 2024Q4: 148,917 shares; 2025Q1: 148,965 shares; 2025Q2: 162,373 shares; 2025Q3: 151,127 shares; 2025Q4: 151,293 shares; 2026Q1: 149,385 shares; 2026Q2: 149,225 shares 149,225 $18.1M 0.98% -160 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: 62,454 shares; 2024Q4: 61,645 shares; 2025Q1: 64,765 shares; 2025Q2: 64,302 shares; 2025Q3: 63,716 shares; 2025Q4: 63,834 shares; 2026Q1: 62,625 shares; 2026Q2: 62,360 shares 62,360 $18M 0.98% -265 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,942 shares; 2024Q4: 26,421 shares; 2025Q1: 25,898 shares; 2025Q2: 25,810 shares; 2025Q3: 25,777 shares; 2025Q4: 24,883 shares; 2026Q1: 25,287 shares; 2026Q2: 25,231 shares 25,231 $17.3M 0.94% -56 Timeline IBHK 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: 67,940 shares; 2025Q2: 67,940 shares; 2025Q3: 316,062 shares; 2025Q4: 423,136 shares; 2026Q1: 485,609 shares; 2026Q2: 665,633 shares 665,633 $17.2M 0.93% +180,024 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,133 shares; 2024Q4: 45,135 shares; 2025Q1: 45,136 shares; 2025Q2: 45,138 shares; 2025Q3: 44,188 shares; 2025Q4: 43,999 shares; 2026Q1: 43,300 shares; 2026Q2: 43,301 shares 43,301 $16.9M 0.91% +1 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285,913 shares; 2024Q4: 273,271 shares; 2025Q1: 254,275 shares; 2025Q2: 256,086 shares; 2025Q3: 253,930 shares; 2025Q4: 253,776 shares; 2026Q1: 239,252 shares; 2026Q2: 238,394 shares 238,394 $16.1M 0.87% -858 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: 142,479 shares; 2024Q4: 141,307 shares; 2025Q1: 133,175 shares; 2025Q2: 128,432 shares; 2025Q3: 123,137 shares; 2025Q4: 127,392 shares; 2026Q1: 118,008 shares; 2026Q2: 112,572 shares 112,572 $15.5M 0.84% -5,436 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 273,962 shares; 2024Q4: 297,290 shares; 2025Q1: 372,141 shares; 2025Q2: 424,215 shares; 2025Q3: 471,757 shares; 2025Q4: 537,643 shares; 2026Q1: 566,726 shares; 2026Q2: 584,924 shares 584,924 $14.9M 0.81% +18,198 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,165 shares; 2024Q4: 235,060 shares; 2025Q1: 320,704 shares; 2025Q2: 375,752 shares; 2025Q3: 438,507 shares; 2025Q4: 518,402 shares; 2026Q1: 559,681 shares; 2026Q2: 577,987 shares 577,987 $14.8M 0.8% +18,306 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,733 shares; 2024Q4: 44,524 shares; 2025Q1: 44,433 shares; 2025Q2: 44,470 shares; 2025Q3: 44,357 shares; 2025Q4: 44,359 shares; 2026Q1: 42,739 shares; 2026Q2: 171,084 shares 171,084 $13.8M 0.75% +128,345 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315,909 shares; 2024Q4: 329,799 shares; 2025Q1: 366,493 shares; 2025Q2: 411,927 shares; 2025Q3: 464,080 shares; 2025Q4: 515,730 shares; 2026Q1: 525,143 shares; 2026Q2: 520,304 shares 520,304 $13.3M 0.72% -4,839 Timeline IBMR 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: 67,329 shares; 2025Q1: 112,413 shares; 2025Q2: 224,821 shares; 2025Q3: 260,666 shares; 2025Q4: 419,412 shares; 2026Q1: 487,494 shares; 2026Q2: 520,275 shares 520,275 $13.2M 0.72% +32,781 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,030 shares; 2024Q4: 113,636 shares; 2025Q1: 113,827 shares; 2025Q2: 112,844 shares; 2025Q3: 110,709 shares; 2025Q4: 110,305 shares; 2026Q1: 106,885 shares; 2026Q2: 107,355 shares 107,355 $12.3M 0.67% +470 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,246 shares; 2024Q4: 137,655 shares; 2025Q1: 135,926 shares; 2025Q2: 134,824 shares; 2025Q3: 131,605 shares; 2025Q4: 124,824 shares; 2026Q1: 126,421 shares; 2026Q2: 125,330 shares 125,330 $12.2M 0.66% -1,091 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: 28,246 shares; 2024Q4: 28,248 shares; 2025Q1: 28,652 shares; 2025Q2: 28,961 shares; 2025Q3: 26,536 shares; 2025Q4: 27,038 shares; 2026Q1: 27,135 shares; 2026Q2: 28,532 shares 28,532 $10.1M 0.55% +1,397 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: 135,774 shares; 2024Q4: 124,170 shares; 2025Q1: 119,268 shares; 2025Q2: 112,692 shares; 2025Q3: 112,066 shares; 2025Q4: 110,646 shares; 2026Q1: 110,648 shares; 2026Q2: 117,665 shares 117,665 $9.75M 0.53% +7,017 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: 50,558 shares; 2024Q4: 50,621 shares; 2025Q1: 47,934 shares; 2025Q2: 44,413 shares; 2025Q3: 44,269 shares; 2025Q4: 44,305 shares; 2026Q1: 41,978 shares; 2026Q2: 41,803 shares 41,803 $9.49M 0.51% -175 Timeline VWO 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: 156,621 shares; 2024Q4: 140,704 shares; 2025Q1: 137,884 shares; 2025Q2: 141,046 shares; 2025Q3: 140,801 shares; 2025Q4: 139,261 shares; 2026Q1: 143,861 shares; 2026Q2: 145,375 shares 145,375 $8.68M 0.47% +1,514 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: 86,690 shares; 2024Q4: 93,427 shares; 2025Q1: 93,371 shares; 2025Q2: 90,244 shares; 2025Q3: 90,830 shares; 2025Q4: 92,654 shares; 2026Q1: 92,164 shares; 2026Q2: 88,993 shares 88,993 $8.58M 0.47% -3,171 Timeline IBDU 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: 142,530 shares; 2025Q2: 192,654 shares; 2025Q3: 242,055 shares; 2025Q4: 273,864 shares; 2026Q1: 307,572 shares; 2026Q2: 367,266 shares 367,266 $8.51M 0.46% +59,694 Timeline IBMS 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: 18,680 shares; 2025Q2: 60,174 shares; 2025Q3: 110,333 shares; 2025Q4: 205,791 shares; 2026Q1: 269,144 shares; 2026Q2: 323,023 shares 323,023 $8.36M 0.45% +53,879 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: 33,290 shares; 2024Q4: 31,693 shares; 2025Q1: 32,193 shares; 2025Q2: 32,045 shares; 2025Q3: 33,624 shares; 2025Q4: 33,624 shares; 2026Q1: 33,298 shares; 2026Q2: 34,578 shares 34,578 $8.24M 0.45% +1,280 Timeline IBDV 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: 112,605 shares; 2025Q2: 214,281 shares; 2025Q3: 214,641 shares; 2025Q4: 239,343 shares; 2026Q1: 281,756 shares; 2026Q2: 345,712 shares 345,712 $7.54M 0.41% +63,956 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: 15,131 shares; 2024Q4: 15,154 shares; 2025Q1: 16,007 shares; 2025Q2: 15,574 shares; 2025Q3: 16,934 shares; 2025Q4: 16,991 shares; 2026Q1: 17,303 shares; 2026Q2: 19,159 shares 19,159 $7.15M 0.39% +1,856 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,705 shares; 2024Q4: 64,367 shares; 2025Q1: 85,416 shares; 2025Q2: 153,710 shares; 2025Q3: 186,751 shares; 2025Q4: 206,658 shares; 2026Q1: 232,558 shares; 2026Q2: 280,115 shares 280,115 $7.07M 0.38% +47,557 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,164 shares; 2024Q4: 109,143 shares; 2025Q1: 103,138 shares; 2025Q2: 101,169 shares; 2025Q3: 99,262 shares; 2025Q4: 98,248 shares; 2026Q1: 95,465 shares; 2026Q2: 95,835 shares 95,835 $6.56M 0.36% +370 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,905 shares; 2024Q4: 52,905 shares; 2025Q1: 52,655 shares; 2025Q2: 52,655 shares; 2025Q3: 52,655 shares; 2025Q4: 52,655 shares; 2026Q1: 52,655 shares; 2026Q2: 52,655 shares 52,655 $6.17M 0.33% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,337 shares; 2024Q4: 13,340 shares; 2025Q1: 13,922 shares; 2025Q2: 13,690 shares; 2025Q3: 15,552 shares; 2025Q4: 15,932 shares; 2026Q1: 15,849 shares; 2026Q2: 16,963 shares 16,963 $6.06M 0.33% +1,114 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: 10,201 shares; 2024Q4: 10,201 shares; 2025Q1: 10,446 shares; 2025Q2: 10,946 shares; 2025Q3: 11,571 shares; 2025Q4: 12,571 shares; 2026Q1: 12,551 shares; 2026Q2: 12,026 shares 12,026 $6.02M 0.33% -525 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,765 shares; 2024Q4: 107,233 shares; 2025Q1: 105,168 shares; 2025Q2: 117,593 shares; 2025Q3: 117,593 shares; 2025Q4: 118,770 shares; 2026Q1: 118,669 shares; 2026Q2: 116,875 shares 116,875 $5.89M 0.32% -1,794 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,116 shares; 2024Q4: 61,116 shares; 2025Q1: 61,116 shares; 2025Q2: 61,116 shares; 2025Q3: 61,116 shares; 2025Q4: 61,116 shares; 2026Q1: 61,116 shares; 2026Q2: 61,116 shares 61,116 $5.61M 0.3% 0 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: 7,616 shares; 2024Q4: 7,650 shares; 2025Q1: 7,258 shares; 2025Q2: 7,274 shares; 2025Q3: 7,287 shares; 2025Q4: 7,299 shares; 2026Q1: 7,250 shares; 2026Q2: 7,259 shares 7,259 $5.42M 0.29% +9 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: 6,748 shares; 2024Q4: 6,083 shares; 2025Q1: 6,180 shares; 2025Q2: 6,296 shares; 2025Q3: 6,296 shares; 2025Q4: 6,375 shares; 2026Q1: 6,703 shares; 2026Q2: 6,843 shares 6,843 $5.04M 0.27% +140 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,068 shares; 2024Q4: 77,369 shares; 2025Q1: 74,955 shares; 2025Q2: 74,103 shares; 2025Q3: 74,707 shares; 2025Q4: 72,654 shares; 2026Q1: 70,497 shares; 2026Q2: 69,427 shares 69,427 $4.83M 0.26% -1,070 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: 85,920 shares; 2024Q4: 86,700 shares; 2025Q1: 84,984 shares; 2025Q2: 74,517 shares; 2025Q3: 66,990 shares; 2025Q4: 65,830 shares; 2026Q1: 53,757 shares; 2026Q2: 55,708 shares 55,708 $4.3M 0.23% +1,951 Timeline IBHL 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: 32,167 shares; 2025Q4: 119,920 shares; 2026Q1: 141,351 shares; 2026Q2: 164,572 shares 164,572 $4.18M 0.23% +23,221 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,123 shares; 2024Q4: 33,160 shares; 2025Q1: 33,187 shares; 2025Q2: 33,210 shares; 2025Q3: 33,236 shares; 2025Q4: 33,265 shares; 2026Q1: 33,023 shares; 2026Q2: 33,048 shares 33,048 $3.93M 0.21% +25 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: 5,667 shares; 2024Q4: 5,614 shares; 2025Q1: 5,957 shares; 2025Q2: 5,957 shares; 2025Q3: 5,907 shares; 2025Q4: 6,638 shares; 2026Q1: 6,706 shares; 2026Q2: 6,769 shares 6,769 $3.81M 0.21% +63 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 552 shares; 2024Q4: 553 shares; 2025Q1: 1,358 shares; 2025Q2: 2,864 shares; 2025Q3: 2,864 shares; 2025Q4: 2,865 shares; 2026Q1: 3,888 shares; 2026Q2: 31,118 shares 31,118 $3.72M 0.2% +27,230 Timeline IBMT 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: 15,640 shares; 2025Q4: 98,270 shares; 2026Q1: 126,036 shares; 2026Q2: 132,100 shares 132,100 $3.41M 0.18% +6,064 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,656 shares; 2024Q4: 12,162 shares; 2025Q1: 12,126 shares; 2025Q2: 12,132 shares; 2025Q3: 12,136 shares; 2025Q4: 11,939 shares; 2026Q1: 11,943 shares; 2026Q2: 28,898 shares 28,898 $3.39M 0.18% +16,955 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: 1,036 shares; 2024Q4: 1,036 shares; 2025Q1: 1,036 shares; 2025Q2: 1,036 shares; 2025Q3: 3,159 shares; 2025Q4: 3,159 shares; 2026Q1: 3,186 shares; 2026Q2: 3,172 shares 3,172 $3.38M 0.18% -14 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: 11,121 shares; 2024Q4: 11,621 shares; 2025Q1: 12,969 shares; 2025Q2: 12,737 shares; 2025Q3: 15,574 shares; 2025Q4: 15,569 shares; 2026Q1: 16,535 shares; 2026Q2: 16,820 shares 16,820 $3.37M 0.18% +285 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,978 shares; 2024Q4: 58,604 shares; 2025Q1: 52,918 shares; 2025Q2: 52,918 shares; 2025Q3: 52,918 shares; 2025Q4: 52,918 shares; 2026Q1: 52,918 shares; 2026Q2: 52,918 shares 52,918 $3.32M 0.18% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,457 shares; 2025Q4: 16,357 shares; 2026Q1: 16,357 shares; 2026Q2: 16,357 shares 16,357 $3.28M 0.18% 0 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: 7,648 shares; 2024Q4: 7,650 shares; 2025Q1: 7,695 shares; 2025Q2: 7,698 shares; 2025Q3: 7,692 shares; 2025Q4: 7,906 shares; 2026Q1: 8,764 shares; 2026Q2: 9,043 shares 9,043 $3.19M 0.17% +279 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: 38,387 shares; 2024Q4: 38,403 shares; 2025Q1: 39,890 shares; 2025Q2: 38,897 shares; 2025Q3: 38,743 shares; 2025Q4: 38,886 shares; 2026Q1: 38,759 shares; 2026Q2: 38,490 shares 38,490 $3.13M 0.17% -269 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,748 shares; 2025Q1: 9,391 shares; 2025Q2: 9,391 shares; 2025Q3: 9,391 shares; 2025Q4: 9,391 shares; 2026Q1: 9,113 shares; 2026Q2: 9,127 shares 9,127 $3.03M 0.16% +14 Timeline EUSA 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: 8,400 shares; 2025Q3: 8,400 shares; 2025Q4: 11,287 shares; 2026Q1: 25,016 shares; 2026Q2: 25,067 shares 25,067 $2.86M 0.16% +51 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: 7,101 shares; 2024Q4: 6,726 shares; 2025Q1: 6,781 shares; 2025Q2: 6,781 shares; 2025Q3: 8,650 shares; 2025Q4: 8,738 shares; 2026Q1: 8,546 shares; 2026Q2: 8,716 shares 8,716 $2.85M 0.15% +170 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 994 shares; 2025Q1: 1,494 shares; 2025Q2: 1,494 shares; 2025Q3: 5,354 shares; 2025Q4: 5,471 shares; 2026Q1: 5,470 shares; 2026Q2: 6,617 shares 6,617 $2.5M 0.14% +1,147 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 115,497 shares; 2026Q2: 115,583 shares 115,583 $2.44M 0.13% +86 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 111,907 shares; 2026Q2: 111,946 shares 111,946 $2.43M 0.13% +39 Timeline DSPY TEMA ETF TRUST More: the full row for TEMA 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: 29,999 shares; 2026Q2: 36,724 shares 36,724 $2.42M 0.13% +6,725 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 91,089 shares; 2026Q2: 91,126 shares 91,126 $2.35M 0.13% +37 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: 8,776 shares; 2024Q4: 6,790 shares; 2025Q1: 3,246 shares; 2025Q2: 3,246 shares; 2025Q3: 3,246 shares; 2025Q4: 3,246 shares; 2026Q1: 3,246 shares; 2026Q2: 2,010 shares 2,010 $2.32M 0.13% -1,236 Timeline QUS 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: 12,219 shares; 2024Q4: 12,305 shares; 2025Q1: 12,305 shares; 2025Q2: 12,367 shares; 2025Q3: 12,367 shares; 2025Q4: 12,449 shares; 2026Q1: 12,145 shares; 2026Q2: 12,199 shares 12,199 $2.28M 0.12% +54 Timeline IBDW 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: 81,724 shares; 2025Q3: 81,785 shares; 2025Q4: 81,867 shares; 2026Q1: 105,125 shares; 2026Q2: 101,934 shares 101,934 $2.12M 0.12% -3,191 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: 27,124 shares; 2024Q4: 81,375 shares; 2025Q1: 80,995 shares; 2025Q2: 79,388 shares; 2025Q3: 70,093 shares; 2025Q4: 70,093 shares; 2026Q1: 70,093 shares; 2026Q2: 70,093 shares 70,093 $2.06M 0.11% 0 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: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 3,470 shares; 2025Q4: 3,470 shares; 2026Q1: 3,494 shares; 2026Q2: 1,708 shares 1,708 $2.05M 0.11% -1,786 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: 7,190 shares; 2025Q3: 7,190 shares; 2025Q4: 7,190 shares; 2026Q1: 7,190 shares; 2026Q2: 7,190 shares 7,190 $1.99M 0.11% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,608 shares; 2024Q4: 18,107 shares; 2025Q1: 18,157 shares; 2025Q2: 18,172 shares; 2025Q3: 14,146 shares; 2025Q4: 14,406 shares; 2026Q1: 14,124 shares; 2026Q2: 14,472 shares 14,472 $1.98M 0.11% +348 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: 16,193 shares; 2024Q4: 16,168 shares; 2025Q1: 16,551 shares; 2025Q2: 16,076 shares; 2025Q3: 11,543 shares; 2025Q4: 12,054 shares; 2026Q1: 12,158 shares; 2026Q2: 12,172 shares 12,172 $1.91M 0.1% +14 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: 26,764 shares; 2024Q4: 29,309 shares; 2025Q1: 32,769 shares; 2025Q2: 21,036 shares; 2025Q3: 21,138 shares; 2025Q4: 21,145 shares; 2026Q1: 21,177 shares; 2026Q2: 21,565 shares 21,565 $1.9M 0.1% +388 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: 4,570 shares; 2024Q4: 4,570 shares; 2025Q1: 4,694 shares; 2025Q2: 4,695 shares; 2025Q3: 4,820 shares; 2025Q4: 4,820 shares; 2026Q1: 4,721 shares; 2026Q2: 5,063 shares 5,063 $1.89M 0.1% +342 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,875 shares; 2024Q4: 68,630 shares; 2025Q1: 62,929 shares; 2025Q2: 62,929 shares; 2025Q3: 58,923 shares; 2025Q4: 58,923 shares; 2026Q1: 58,923 shares; 2026Q2: 58,923 shares 58,923 $1.83M 0.1% 0 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: 5,855 shares; 2024Q4: 6,766 shares; 2025Q1: 7,630 shares; 2025Q2: 7,171 shares; 2025Q3: 6,796 shares; 2025Q4: 6,938 shares; 2026Q1: 6,864 shares; 2026Q2: 6,998 shares 6,998 $1.78M 0.1% +134 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,525 shares; 2024Q4: 23,528 shares; 2025Q1: 31,461 shares; 2025Q2: 29,269 shares; 2025Q3: 28,396 shares; 2025Q4: 27,818 shares; 2026Q1: 26,368 shares; 2026Q2: 18,350 shares 18,350 $1.76M 0.1% -8,018 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,474 shares; 2024Q4: 14,483 shares; 2025Q1: 14,489 shares; 2025Q2: 14,495 shares; 2025Q3: 14,502 shares; 2025Q4: 14,511 shares; 2026Q1: 14,515 shares; 2026Q2: 14,519 shares 14,519 $1.71M 0.09% +4 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,268 shares; 2024Q4: 7,263 shares; 2025Q1: 7,263 shares; 2025Q2: 7,263 shares; 2025Q3: 10,469 shares; 2025Q4: 10,969 shares; 2026Q1: 11,545 shares; 2026Q2: 11,572 shares 11,572 $1.7M 0.09% +27 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: 1,139 shares; 2024Q4: 1,139 shares; 2025Q1: 1,168 shares; 2025Q2: 1,167 shares; 2025Q3: 1,167 shares; 2025Q4: 1,167 shares; 2026Q1: 1,167 shares; 2026Q2: 1,425 shares 1,425 $1.67M 0.09% +258 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: 1,736 shares; 2024Q4: 1,736 shares; 2025Q1: 1,736 shares; 2025Q2: 1,736 shares; 2025Q3: 3,141 shares; 2025Q4: 3,141 shares; 2026Q1: 3,141 shares; 2026Q2: 3,188 shares 3,188 $1.64M 0.09% +47 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,410 shares; 2026Q2: 16,010 shares 16,010 $1.62M 0.09% -3,400 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: 5,306 shares; 2024Q4: 5,316 shares; 2025Q1: 5,325 shares; 2025Q2: 5,334 shares; 2025Q3: 6,178 shares; 2025Q4: 5,718 shares; 2026Q1: 5,688 shares; 2026Q2: 5,743 shares 5,743 $1.61M 0.09% +55 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 71,054 shares; 2026Q2: 71,087 shares 71,087 $1.59M 0.09% +33 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: 2,895 shares; 2024Q4: 2,896 shares; 2025Q1: 3,072 shares; 2025Q2: 3,072 shares; 2025Q3: 5,845 shares; 2025Q4: 5,906 shares; 2026Q1: 5,907 shares; 2026Q2: 6,092 shares 6,092 $1.53M 0.08% +185 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: 1,631 shares; 2024Q4: 1,481 shares; 2025Q1: 1,481 shares; 2025Q2: 1,481 shares; 2025Q3: 2,031 shares; 2025Q4: 2,041 shares; 2026Q1: 2,078 shares; 2026Q2: 1,634 shares 1,634 $1.53M 0.08% -444 Timeline IBDX 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: 43,495 shares; 2025Q3: 43,495 shares; 2025Q4: 49,145 shares; 2026Q1: 59,808 shares; 2026Q2: 59,937 shares 59,937 $1.51M 0.08% +129 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: 2,926 shares; 2024Q4: 2,892 shares; 2025Q1: 2,894 shares; 2025Q2: 2,894 shares; 2025Q3: 2,895 shares; 2025Q4: 2,865 shares; 2026Q1: 2,866 shares; 2026Q2: 3,951 shares 3,951 $1.46M 0.08% +1,085 Timeline DFUV 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: 26,425 shares; 2024Q4: 26,473 shares; 2025Q1: 26,518 shares; 2025Q2: 25,330 shares; 2025Q3: 26,290 shares; 2025Q4: 26,330 shares; 2026Q1: 26,371 shares; 2026Q2: 26,409 shares 26,409 $1.45M 0.08% +38 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: 2,925 shares; 2024Q4: 2,925 shares; 2025Q1: 3,245 shares; 2025Q2: 3,245 shares; 2025Q3: 3,692 shares; 2025Q4: 3,747 shares; 2026Q1: 3,805 shares; 2026Q2: 4,093 shares 4,093 $1.4M 0.08% +288 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: 4,047 shares; 2024Q4: 3,699 shares; 2025Q1: 3,811 shares; 2025Q2: 3,813 shares; 2025Q3: 7,240 shares; 2025Q4: 7,241 shares; 2026Q1: 7,311 shares; 2026Q2: 7,157 shares 7,157 $1.36M 0.07% -154 Timeline VIOO 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: not reported; 2025Q4: not reported; 2026Q1: 9,872 shares; 2026Q2: 9,872 shares 9,872 $1.36M 0.07% 0 Timeline BSJV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 49,726 shares; 2026Q2: 49,761 shares 49,761 $1.31M 0.07% +35 Timeline IBMU 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: 49,365 shares 49,365 $1.26M 0.07% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,771 shares; 2024Q4: 12,771 shares; 2025Q1: 12,772 shares; 2025Q2: 12,772 shares; 2025Q3: 12,722 shares; 2025Q4: 12,721 shares; 2026Q1: 12,722 shares; 2026Q2: 12,877 shares 12,877 $1.24M 0.07% +155 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: 10,248 shares; 2024Q4: not reported; 2025Q1: 9,604 shares; 2025Q2: 9,604 shares; 2025Q3: 8,604 shares; 2025Q4: 8,571 shares; 2026Q1: 8,571 shares; 2026Q2: 8,571 shares 8,571 $1.2M 0.06% 0 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 reported; 2025Q2: not reported; 2025Q3: 9,979 shares; 2025Q4: 9,979 shares; 2026Q1: 9,979 shares; 2026Q2: 8,479 shares 8,479 $1.19M 0.06% -1,500 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $1.14M 0.06% 0 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: 9,655 shares; 2024Q4: 9,657 shares; 2025Q1: 9,659 shares; 2025Q2: 9,661 shares; 2025Q3: 9,493 shares; 2025Q4: 9,265 shares; 2026Q1: 9,381 shares; 2026Q2: 9,487 shares 9,487 $1.12M 0.06% +106 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 reported; 2025Q2: not reported; 2025Q3: 875 shares; 2025Q4: 875 shares; 2026Q1: 894 shares; 2026Q2: 1,099 shares 1,099 $1.11M 0.06% +205 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: 1,989 shares; 2024Q4: 1,827 shares; 2025Q1: 1,789 shares; 2025Q2: 1,778 shares; 2025Q3: 2,019 shares; 2025Q4: 2,019 shares; 2026Q1: 2,226 shares; 2026Q2: 2,633 shares 2,633 $1.11M 0.06% +407 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: 8,950 shares; 2024Q4: 8,950 shares; 2025Q1: 8,950 shares; 2025Q2: 8,950 shares; 2025Q3: 8,950 shares; 2025Q4: 8,950 shares; 2026Q1: 8,950 shares; 2026Q2: 9,618 shares 9,618 $1.1M 0.06% +668 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,298 shares; 2024Q4: 44,298 shares; 2025Q1: 43,865 shares; 2025Q2: 43,865 shares; 2025Q3: 43,865 shares; 2025Q4: 23,048 shares; 2026Q1: 23,048 shares; 2026Q2: 23,048 shares 23,048 $1.08M 0.06% 0 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: 5,691 shares; 2024Q4: 5,691 shares; 2025Q1: 5,691 shares; 2025Q2: 5,691 shares; 2025Q3: 8,441 shares; 2025Q4: 6,911 shares; 2026Q1: 6,911 shares; 2026Q2: 1,855 shares 1,855 $1.08M 0.06% -5,056 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: 2,028 shares; 2024Q4: 2,051 shares; 2025Q1: 2,038 shares; 2025Q2: 2,038 shares; 2025Q3: 2,038 shares; 2025Q4: 2,038 shares; 2026Q1: 2,038 shares; 2026Q2: 8,373 shares 8,373 $1.04M 0.06% +6,335 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,797 shares; 2024Q4: 6,797 shares; 2025Q1: 6,797 shares; 2025Q2: 7,131 shares; 2025Q3: 11,626 shares; 2025Q4: 11,727 shares; 2026Q1: 11,626 shares; 2026Q2: 11,626 shares 11,626 $961K 0.05% 0 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: 4,354 shares; 2024Q4: 4,854 shares; 2025Q1: 4,715 shares; 2025Q2: 4,715 shares; 2025Q3: 4,715 shares; 2025Q4: 4,715 shares; 2026Q1: 4,715 shares; 2026Q2: 4,365 shares 4,365 $945K 0.05% -350 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: 647 shares; 2024Q4: 612 shares; 2025Q1: 612 shares; 2025Q2: 869 shares; 2025Q3: 1,119 shares; 2025Q4: 1,139 shares; 2026Q1: 2,222 shares; 2026Q2: 2,235 shares 2,235 $929K 0.05% +13 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: 21,588 shares; 2024Q4: 21,383 shares; 2025Q1: 17,393 shares; 2025Q2: 17,446 shares; 2025Q3: 22,782 shares; 2025Q4: 20,557 shares; 2026Q1: 17,647 shares; 2026Q2: 16,280 shares 16,280 $928K 0.05% -1,367 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,748 shares; 2025Q4: 16,748 shares; 2026Q1: 16,748 shares; 2026Q2: 16,748 shares 16,748 $912K 0.05% 0 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: 8,122 shares; 2024Q4: 8,122 shares; 2025Q1: 8,122 shares; 2025Q2: 8,122 shares; 2025Q3: 11,622 shares; 2025Q4: 5,687 shares; 2026Q1: 5,687 shares; 2026Q2: 5,687 shares 5,687 $902K 0.05% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,678 shares; 2024Q4: 3,670 shares; 2025Q1: 3,621 shares; 2025Q2: 3,888 shares; 2025Q3: 3,651 shares; 2025Q4: 3,661 shares; 2026Q1: 3,849 shares; 2026Q2: 3,808 shares 3,808 $901K 0.05% -41 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,886 shares; 2024Q4: 8,786 shares; 2025Q1: 8,786 shares; 2025Q2: 8,786 shares; 2025Q3: 9,060 shares; 2025Q4: 8,940 shares; 2026Q1: 8,999 shares; 2026Q2: 6,967 shares 6,967 $895K 0.05% -2,032 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,548 shares; 2026Q1: 4,548 shares; 2026Q2: 4,583 shares 4,583 $873K 0.05% +35 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: 1,316 shares; 2024Q4: 1,483 shares; 2025Q1: 1,483 shares; 2025Q2: 1,483 shares; 2025Q3: 1,483 shares; 2025Q4: 1,483 shares; 2026Q1: 2,474 shares; 2026Q2: 2,854 shares 2,854 $865K 0.05% +380 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,867 shares; 2024Q4: 19,867 shares; 2025Q1: 19,697 shares; 2025Q2: 19,697 shares; 2025Q3: 16,321 shares; 2025Q4: 16,321 shares; 2026Q1: 16,321 shares; 2026Q2: 16,321 shares 16,321 $861K 0.05% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $840K 0.05% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,327 shares; 2024Q4: 18,517 shares; 2025Q1: 18,702 shares; 2025Q2: 18,914 shares; 2025Q3: 27,703 shares; 2025Q4: 27,890 shares; 2026Q1: 28,075 shares; 2026Q2: 27,765 shares 27,765 $839K 0.05% -310 Timeline FNDA 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: 13,326 shares; 2024Q4: 26,652 shares; 2025Q1: 21,854 shares; 2025Q2: 21,854 shares; 2025Q3: 21,854 shares; 2025Q4: 21,854 shares; 2026Q1: 21,854 shares; 2026Q2: 21,854 shares 21,854 $832K 0.05% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,302 shares; 2024Q4: 3,302 shares; 2025Q1: 3,302 shares; 2025Q2: 3,302 shares; 2025Q3: 3,302 shares; 2025Q4: 3,302 shares; 2026Q1: 3,302 shares; 2026Q2: 3,302 shares 3,302 $813K 0.04% 0 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: 13,281 shares; 2024Q4: 13,367 shares; 2025Q1: 13,412 shares; 2025Q2: 13,475 shares; 2025Q3: 13,535 shares; 2025Q4: 13,607 shares; 2026Q1: 13,050 shares; 2026Q2: 13,105 shares 13,105 $797K 0.04% +55 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 reported; 2025Q2: not reported; 2025Q3: 2,109 shares; 2025Q4: 2,109 shares; 2026Q1: 2,309 shares; 2026Q2: 2,335 shares 2,335 $796K 0.04% +26 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,483 shares; 2024Q4: 9,233 shares; 2025Q1: 9,233 shares; 2025Q2: 9,234 shares; 2025Q3: 9,234 shares; 2025Q4: 9,464 shares; 2026Q1: 9,385 shares; 2026Q2: 6,986 shares 6,986 $791K 0.04% -2,399 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,530 shares; 2024Q4: 8,538 shares; 2025Q1: 8,538 shares; 2025Q2: 11,705 shares; 2025Q3: 13,580 shares; 2025Q4: 13,589 shares; 2026Q1: 14,429 shares; 2026Q2: 14,435 shares 14,435 $747K 0.04% +6 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: 5,642 shares; 2024Q4: 5,842 shares; 2025Q1: 5,983 shares; 2025Q2: 5,983 shares; 2025Q3: 5,968 shares; 2025Q4: 5,981 shares; 2026Q1: 6,511 shares; 2026Q2: 4,491 shares 4,491 $744K 0.04% -2,020 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,524 shares; 2025Q1: 10,551 shares; 2025Q2: 16,480 shares; 2025Q3: 16,569 shares; 2025Q4: 24,293 shares; 2026Q1: 33,298 shares; 2026Q2: 33,384 shares 33,384 $739K 0.04% +86 Timeline PRAY FIS TR More: the full row for FIS 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: 20,780 shares; 2026Q2: 20,780 shares 20,780 $737K 0.04% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,042 shares; 2025Q4: 3,292 shares; 2026Q1: 4,042 shares; 2026Q2: 6,293 shares 6,293 $734K 0.04% +2,251 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,851 shares; 2025Q4: 1,911 shares; 2026Q1: 1,884 shares; 2026Q2: 1,684 shares 1,684 $718K 0.04% -200 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,556 shares; 2024Q4: 3,556 shares; 2025Q1: 3,556 shares; 2025Q2: 3,556 shares; 2025Q3: 3,556 shares; 2025Q4: 7,112 shares; 2026Q1: 7,112 shares; 2026Q2: 7,112 shares 7,112 $688K 0.04% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,294 shares; 2024Q4: 1,294 shares; 2025Q1: 1,294 shares; 2025Q2: 1,295 shares; 2025Q3: 1,295 shares; 2025Q4: 1,296 shares; 2026Q1: 1,297 shares; 2026Q2: 1,298 shares 1,298 $678K 0.04% +1 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,807 shares; 2024Q4: 6,065 shares; 2025Q1: 6,590 shares; 2025Q2: 6,593 shares; 2025Q3: 6,559 shares; 2025Q4: 6,471 shares; 2026Q1: 6,549 shares; 2026Q2: 6,297 shares 6,297 $655K 0.04% -252 Timeline SCHF 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: 13,560 shares; 2024Q4: 26,678 shares; 2025Q1: 26,496 shares; 2025Q2: 26,496 shares; 2025Q3: 22,484 shares; 2025Q4: 22,484 shares; 2026Q1: 23,346 shares; 2026Q2: 22,484 shares 22,484 $623K 0.03% -862 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: 8,494 shares; 2024Q4: 8,513 shares; 2025Q1: 8,528 shares; 2025Q2: 8,550 shares; 2025Q3: 8,573 shares; 2025Q4: 8,593 shares; 2026Q1: 8,610 shares; 2026Q2: 8,626 shares 8,626 $603K 0.03% +16 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,930 shares; 2025Q3: 9,930 shares; 2025Q4: 17,510 shares; 2026Q1: 26,400 shares; 2026Q2: 26,400 shares 26,400 $591K 0.03% 0 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: 497 shares; 2025Q1: not reported; 2025Q2: 541 shares; 2025Q3: 541 shares; 2025Q4: 541 shares; 2026Q1: 531 shares; 2026Q2: 6,821 shares 6,821 $588K 0.03% +6,290 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,764 shares; 2025Q4: 2,764 shares; 2026Q1: 2,807 shares; 2026Q2: 2,806 shares 2,806 $587K 0.03% -1 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,973 shares; 2024Q4: 19,951 shares; 2025Q1: 19,766 shares; 2025Q2: 19,766 shares; 2025Q3: 16,070 shares; 2025Q4: 16,070 shares; 2026Q1: 16,070 shares; 2026Q2: 16,070 shares 16,070 $581K 0.03% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,267 shares; 2024Q4: 4,267 shares; 2025Q1: 4,267 shares; 2025Q2: 4,267 shares; 2025Q3: 4,267 shares; 2025Q4: 4,267 shares; 2026Q1: 4,267 shares; 2026Q2: 4,267 shares 4,267 $580K 0.03% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares; 2026Q2: 1,750 shares 1,750 $578K 0.03% 0 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: 13,370 shares; 2024Q4: 13,525 shares; 2025Q1: 13,995 shares; 2025Q2: 21,530 shares; 2025Q3: 21,610 shares; 2025Q4: 22,631 shares; 2026Q1: 20,786 shares; 2026Q2: 16,620 shares 16,620 $553K 0.03% -4,166 Timeline IBDY 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: 15,310 shares; 2025Q3: 15,310 shares; 2025Q4: 21,370 shares; 2026Q1: 21,370 shares; 2026Q2: 21,370 shares 21,370 $550K 0.03% 0 Timeline IBTG 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: 9,070 shares; 2025Q3: 9,070 shares; 2025Q4: 15,190 shares; 2026Q1: 23,920 shares; 2026Q2: 23,920 shares 23,920 $548K 0.03% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,813 shares; 2024Q4: 18,927 shares; 2025Q1: 17,347 shares; 2025Q2: 17,360 shares; 2025Q3: 15,775 shares; 2025Q4: 13,397 shares; 2026Q1: 12,866 shares; 2026Q2: 13,095 shares 13,095 $543K 0.03% +229 Timeline IBHM 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: 19,700 shares 19,700 $501K 0.03% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $491K 0.03% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS 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: not reported; 2026Q1: not reported; 2026Q2: 1,428 shares 1,428 $478K 0.03% new 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: 510 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 1,250 shares; 2025Q4: 751 shares; 2026Q1: 751 shares; 2026Q2: 751 shares 751 $476K 0.03% 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: 5,230 shares; 2024Q4: 5,230 shares; 2025Q1: 5,230 shares; 2025Q2: 5,230 shares; 2025Q3: 5,230 shares; 2025Q4: 5,205 shares; 2026Q1: 5,205 shares; 2026Q2: 5,205 shares 5,205 $469K 0.03% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,083 shares; 2024Q4: 1,083 shares; 2025Q1: 1,083 shares; 2025Q2: 1,083 shares; 2025Q3: 1,048 shares; 2025Q4: 1,048 shares; 2026Q1: 1,048 shares; 2026Q2: 1,048 shares 1,048 $467K 0.03% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,898 shares; 2024Q4: 7,925 shares; 2025Q1: 7,950 shares; 2025Q2: 7,984 shares; 2025Q3: 8,011 shares; 2025Q4: 8,011 shares; 2026Q1: 7,720 shares; 2026Q2: 7,720 shares 7,720 $466K 0.03% 0 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: 2,612 shares; 2024Q4: 2,613 shares; 2025Q1: 2,728 shares; 2025Q2: 2,728 shares; 2025Q3: 5,203 shares; 2025Q4: 5,204 shares; 2026Q1: 5,152 shares; 2026Q2: 5,128 shares 5,128 $465K 0.03% -24 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: 5,297 shares; 2024Q4: 5,298 shares; 2025Q1: 5,299 shares; 2025Q2: 5,299 shares; 2025Q3: 5,218 shares; 2025Q4: 5,432 shares; 2026Q1: 5,269 shares; 2026Q2: 5,218 shares 5,218 $458K 0.02% -51 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,101 shares 2,101 $458K 0.02% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares; 2026Q2: 8,000 shares 8,000 $451K 0.02% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,254 shares; 2024Q4: 2,254 shares; 2025Q1: 2,254 shares; 2025Q2: 2,254 shares; 2025Q3: 2,254 shares; 2025Q4: 2,254 shares; 2026Q1: 2,254 shares; 2026Q2: 2,176 shares 2,176 $450K 0.02% -78 Timeline QVAL 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: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares; 2026Q2: 8,000 shares 8,000 $444K 0.02% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS 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: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $443K 0.02% 0 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: 4,388 shares; 2024Q4: 4,388 shares; 2025Q1: 4,388 shares; 2025Q2: 4,388 shares; 2025Q3: 4,388 shares; 2025Q4: 4,388 shares; 2026Q1: 4,472 shares; 2026Q2: 4,728 shares 4,728 $436K 0.02% +256 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,250 shares; 2024Q4: 18,250 shares; 2025Q1: 18,250 shares; 2025Q2: 18,250 shares; 2025Q3: 18,250 shares; 2025Q4: 18,250 shares; 2026Q1: 18,250 shares; 2026Q2: 18,250 shares 18,250 $434K 0.02% 0 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: 8,255 shares; 2024Q4: 7,671 shares; 2025Q1: 7,397 shares; 2025Q2: 7,415 shares; 2025Q3: 7,043 shares; 2025Q4: 6,875 shares; 2026Q1: 6,552 shares; 2026Q2: 5,416 shares 5,416 $422K 0.02% -1,136 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,098 shares; 2024Q4: 8,415 shares; 2025Q1: 8,098 shares; 2025Q2: 8,098 shares; 2025Q3: 8,098 shares; 2025Q4: 8,098 shares; 2026Q1: 8,098 shares; 2026Q2: 8,160 shares 8,160 $407K 0.02% +62 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,648 shares; 2024Q4: 2,651 shares; 2025Q1: 2,653 shares; 2025Q2: 2,655 shares; 2025Q3: 2,657 shares; 2025Q4: 2,659 shares; 2026Q1: 2,661 shares; 2026Q2: 2,664 shares 2,664 $405K 0.02% +3 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: 3,608 shares; 2024Q4: 3,608 shares; 2025Q1: 3,608 shares; 2025Q2: 3,658 shares; 2025Q3: 3,658 shares; 2025Q4: 3,649 shares; 2026Q1: 3,649 shares; 2026Q2: 3,649 shares 3,649 $403K 0.02% 0 Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $398K 0.02% 0 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: 3,280 shares; 2024Q4: 3,288 shares; 2025Q1: 3,293 shares; 2025Q2: 3,299 shares; 2025Q3: 3,304 shares; 2025Q4: 3,306 shares; 2026Q1: 3,310 shares; 2026Q2: 3,314 shares 3,314 $395K 0.02% +4 Timeline BGIG 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: 10,998 shares 10,998 $395K 0.02% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,308 shares 2,308 $394K 0.02% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,996 shares; 2024Q4: 2,996 shares; 2025Q1: 2,996 shares; 2025Q2: 2,996 shares; 2025Q3: 2,247 shares; 2025Q4: 2,269 shares; 2026Q1: 2,247 shares; 2026Q2: 2,282 shares 2,282 $393K 0.02% +35 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,638 shares; 2025Q4: 1,638 shares; 2026Q1: 1,638 shares; 2026Q2: 1,638 shares 1,638 $389K 0.02% 0 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: 3,878 shares; 2025Q2: 3,878 shares; 2025Q3: 3,878 shares; 2025Q4: 3,878 shares; 2026Q1: 3,878 shares; 2026Q2: 5,078 shares 5,078 $383K 0.02% +1,200 Timeline IBDZ 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: 14,600 shares; 2025Q3: 14,600 shares; 2025Q4: 14,600 shares; 2026Q1: 14,600 shares; 2026Q2: 14,600 shares 14,600 $380K 0.02% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,200 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $379K 0.02% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,464 shares; 2026Q1: 1,464 shares; 2026Q2: 2,494 shares 2,494 $378K 0.02% +1,030 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,414 shares; 2024Q4: 6,404 shares; 2025Q1: 6,404 shares; 2025Q2: 6,404 shares; 2025Q3: 6,404 shares; 2025Q4: 6,404 shares; 2026Q1: 4,900 shares; 2026Q2: 4,900 shares 4,900 $378K 0.02% 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 reported; 2025Q2: not reported; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 325 shares; 2026Q2: 331 shares 331 $375K 0.02% +6 Timeline KRE 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $374K 0.02% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN 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: 7,950 shares; 2025Q4: 4,250 shares; 2026Q1: 4,250 shares; 2026Q2: 5,835 shares 5,835 $367K 0.02% +1,585 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: 3,938 shares; 2024Q4: 3,938 shares; 2025Q1: 3,960 shares; 2025Q2: 3,892 shares; 2025Q3: 3,851 shares; 2025Q4: 3,828 shares; 2026Q1: 3,922 shares; 2026Q2: 2,663 shares 2,663 $361K 0.02% -1,259 Timeline FNDE 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: 8,735 shares; 2024Q4: 8,735 shares; 2025Q1: 8,735 shares; 2025Q2: 8,735 shares; 2025Q3: 8,735 shares; 2025Q4: 8,735 shares; 2026Q1: 8,735 shares; 2026Q2: 8,735 shares 8,735 $347K 0.02% 0 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,045 shares 2,045 $345K 0.02% +45 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,600 shares; 2024Q4: 6,600 shares; 2025Q1: 6,624 shares; 2025Q2: 6,630 shares; 2025Q3: 6,630 shares; 2025Q4: 6,636 shares; 2026Q1: 6,636 shares; 2026Q2: 6,636 shares 6,636 $344K 0.02% 0 Timeline FNDC 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: 7,061 shares; 2024Q4: 7,061 shares; 2025Q1: 7,061 shares; 2025Q2: 7,061 shares; 2025Q3: 7,061 shares; 2025Q4: 7,061 shares; 2026Q1: 7,061 shares; 2026Q2: 7,061 shares 7,061 $343K 0.02% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,593 shares; 2024Q4: 1,593 shares; 2025Q1: 1,593 shares; 2025Q2: 1,593 shares; 2025Q3: 1,593 shares; 2025Q4: 1,090 shares; 2026Q1: 1,090 shares; 2026Q2: 1,090 shares 1,090 $341K 0.02% 0 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: 8,004 shares; 2024Q4: 7,885 shares; 2025Q1: 7,880 shares; 2025Q2: 6,980 shares; 2025Q3: 7,358 shares; 2025Q4: 7,358 shares; 2026Q1: 7,455 shares; 2026Q2: 5,755 shares 5,755 $332K 0.02% -1,700 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: 7,007 shares; 2025Q1: 7,896 shares; 2025Q2: 7,924 shares; 2025Q3: 7,924 shares; 2025Q4: 7,961 shares; 2026Q1: 7,961 shares; 2026Q2: 8,888 shares 8,888 $327K 0.02% +927 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares; 2026Q2: 430 shares 430 $325K 0.02% 0 Timeline IBTJ 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: 14,726 shares; 2026Q2: 14,726 shares 14,726 $319K 0.02% 0 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: 2,384 shares; 2024Q4: 2,385 shares; 2025Q1: 2,488 shares; 2025Q2: 2,489 shares; 2025Q3: 2,473 shares; 2025Q4: 2,474 shares; 2026Q1: 2,539 shares; 2026Q2: 1,840 shares 1,840 $311K 0.02% -699 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,366 shares; 2024Q4: 1,366 shares; 2025Q1: 1,366 shares; 2025Q2: 1,366 shares; 2025Q3: 1,366 shares; 2025Q4: 2,634 shares; 2026Q1: 2,634 shares; 2026Q2: 2,634 shares 2,634 $309K 0.02% 0 Timeline SUSA 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: 1,994 shares 1,994 $308K 0.02% new Timeline IIIV I3 VERTICALS INC More: the full row for I3 VERTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,700 shares; 2024Q4: 10,700 shares; 2025Q1: 10,450 shares; 2025Q2: 10,450 shares; 2025Q3: 10,450 shares; 2025Q4: 10,450 shares; 2026Q1: 14,326 shares; 2026Q2: 14,326 shares 14,326 $306K 0.02% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,789 shares; 2024Q4: 1,794 shares; 2025Q1: 1,796 shares; 2025Q2: 1,801 shares; 2025Q3: 1,084 shares; 2025Q4: 1,085 shares; 2026Q1: 1,134 shares; 2026Q2: 1,131 shares 1,131 $306K 0.02% -3 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS 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: 356 shares 356 $305K 0.02% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 399 shares 399 $304K 0.02% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,228 shares; 2024Q4: 4,228 shares; 2025Q1: 4,228 shares; 2025Q2: 4,228 shares; 2025Q3: 3,587 shares; 2025Q4: 3,587 shares; 2026Q1: 3,587 shares; 2026Q2: 3,587 shares 3,587 $304K 0.02% 0 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: 815 shares; 2025Q2: 815 shares; 2025Q3: 815 shares; 2025Q4: 815 shares; 2026Q1: 815 shares; 2026Q2: 815 shares 815 $300K 0.02% 0 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI 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: 1,101 shares 1,101 $299K 0.02% new 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: 622 shares 622 $297K 0.02% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,346 shares; 2025Q2: 13,418 shares; 2025Q3: 13,494 shares; 2025Q4: 13,776 shares; 2026Q1: 13,845 shares; 2026Q2: 15,406 shares 15,406 $295K 0.02% +1,561 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,793 shares; 2026Q2: 1,793 shares 1,793 $293K 0.02% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB 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: 2,038 shares 2,038 $292K 0.02% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,592 shares; 2026Q1: 1,620 shares; 2026Q2: 1,647 shares 1,647 $290K 0.02% +27 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: 1,554 shares; 2024Q4: 2,154 shares; 2025Q1: 2,328 shares; 2025Q2: 2,328 shares; 2025Q3: 2,318 shares; 2025Q4: 2,250 shares; 2026Q1: 2,132 shares; 2026Q2: 1,969 shares 1,969 $289K 0.02% -163 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 568 shares 568 $274K 0.01% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,676 shares; 2026Q1: 6,138 shares; 2026Q2: 6,250 shares 6,250 $273K 0.01% +112 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 134 shares 134 $267K 0.01% new 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: 13,858 shares; 2024Q4: 14,758 shares; 2025Q1: 15,041 shares; 2025Q2: 15,041 shares; 2025Q3: 14,205 shares; 2025Q4: 13,922 shares; 2026Q1: 13,922 shares; 2026Q2: 10,922 shares 10,922 $263K 0.01% -3,000 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400 shares 400 $262K 0.01% new Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,364 shares; 2025Q1: not reported; 2025Q2: 3,364 shares; 2025Q3: 3,364 shares; 2025Q4: 3,364 shares; 2026Q1: 3,364 shares; 2026Q2: 3,364 shares 3,364 $256K 0.01% 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: not reported; 2024Q4: 697 shares; 2025Q1: not reported; 2025Q2: 697 shares; 2025Q3: 697 shares; 2025Q4: 697 shares; 2026Q1: 697 shares; 2026Q2: 697 shares 697 $255K 0.01% 0 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: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $254K 0.01% 0 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: 500 shares; 2025Q4: 501 shares; 2026Q1: 501 shares; 2026Q2: 3,011 shares 3,011 $249K 0.01% +2,510 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,261 shares 1,261 $245K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,009 shares 1,009 $245K 0.01% new Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,805 shares 5,805 $244K 0.01% new 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 reported; 2025Q2: not reported; 2025Q3: 3,995 shares; 2025Q4: 3,995 shares; 2026Q1: 4,008 shares; 2026Q2: 4,008 shares 4,008 $239K 0.01% 0 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,133 shares; 2024Q4: 2,133 shares; 2025Q1: 2,133 shares; 2025Q2: 2,133 shares; 2025Q3: not reported; 2025Q4: 2,133 shares; 2026Q1: not reported; 2026Q2: 2,133 shares 2,133 $237K 0.01% new Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,872 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,872 shares; 2025Q3: 2,872 shares; 2025Q4: 2,872 shares; 2026Q1: 2,872 shares; 2026Q2: 2,872 shares 2,872 $230K 0.01% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,807 shares; 2024Q4: 3,810 shares; 2025Q1: 3,812 shares; 2025Q2: 2,139 shares; 2025Q3: 2,141 shares; 2025Q4: 2,318 shares; 2026Q1: not reported; 2026Q2: 1,265 shares 1,265 $229K 0.01% new Timeline WSBC WESBANCO INC More: the full row for WESBANCO 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: 5,768 shares 5,768 $225K 0.01% new Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,685 shares 1,685 $223K 0.01% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 724 shares 724 $216K 0.01% new Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G 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: 6,107 shares 6,107 $214K 0.01% new Timeline SCHE 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: 5,810 shares 5,810 $211K 0.01% new Timeline SCHC 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: 4,339 shares; 2026Q2: 4,339 shares 4,339 $209K 0.01% 0 Timeline JIVE 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: 2,213 shares 2,213 $203K 0.01% new Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,010 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,990 shares 1,990 $203K 0.01% new Timeline JPST 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: 4,000 shares 4,000 $202K 0.01% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,092 shares 1,092 $202K 0.01% 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: 1,698 shares; 2024Q4: 1,736 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,863 shares 1,863 $200K 0.01% new Timeline IBTK 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: 10,090 shares; 2026Q2: 10,090 shares 10,090 $197K 0.01% 0 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,000 shares 12,000 $179K 0.01% new Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,000 shares; 2026Q2: 19,000 shares 19,000 $166K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,986 shares; 2024Q4: 13,049 shares; 2025Q1: 13,701 shares; 2025Q2: 13,273 shares; 2025Q3: 11,798 shares; 2025Q4: 11,856 shares; 2026Q1: 11,911 shares; 2026Q2: 11,955 shares 11,955 $166K 0.01% +44 Timeline TSUI 21SHARES SUI STAKING ETF More: the full row for 21SHARES SUI STAKING ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,302 shares 11,302 $157K 0.01% new Timeline ARDT ARDENT HEALTH INC More: the full row for ARDENT HEALTH 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: 10,000 shares 10,000 $98.4K 0.01% new Timeline