VCIT 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: 606,623 shares; 2024Q4: 711,228 shares; 2025Q1: 1,052,546 shares; 2025Q2: 1,043,633 shares; 2025Q3: 1,169,012 shares; 2025Q4: 1,241,883 shares; 2026Q1: 1,360,788 shares; 2026Q2: 1,372,355 shares 1,372,355 $113M 10.42% +11,567 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: 715,284 shares; 2024Q4: 749,507 shares; 2025Q1: 757,763 shares; 2025Q2: 843,737 shares; 2025Q3: 919,478 shares; 2025Q4: 966,892 shares; 2026Q1: 1,006,724 shares; 2026Q2: 1,026,913 shares 1,026,913 $99.2M 9.11% +20,189 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: 132,241 shares; 2024Q4: 167,840 shares; 2025Q1: 173,658 shares; 2025Q2: 201,390 shares; 2025Q3: 219,123 shares; 2025Q4: 227,640 shares; 2026Q1: 221,763 shares; 2026Q2: 207,147 shares 207,147 $50.2M 4.61% -14,616 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,846 shares; 2024Q4: 312,508 shares; 2025Q1: 326,713 shares; 2025Q2: 392,677 shares; 2025Q3: 432,899 shares; 2025Q4: 471,603 shares; 2026Q1: 497,080 shares; 2026Q2: 445,806 shares 445,806 $45.6M 4.19% -51,274 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: 33,299 shares; 2024Q4: 35,664 shares; 2025Q1: 36,223 shares; 2025Q2: 275,347 shares; 2025Q3: 304,420 shares; 2025Q4: 330,997 shares; 2026Q1: 369,247 shares; 2026Q2: 381,311 shares 381,311 $42.1M 3.86% +12,064 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,702 shares; 2024Q4: 14,865 shares; 2025Q1: 15,162 shares; 2025Q2: 215,990 shares; 2025Q3: 200,615 shares; 2025Q4: 237,517 shares; 2026Q1: 261,266 shares; 2026Q2: 281,933 shares 281,933 $30.3M 2.79% +20,667 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: 72,728 shares; 2024Q4: 57,918 shares; 2025Q1: 58,860 shares; 2025Q2: 57,856 shares; 2025Q3: 60,678 shares; 2025Q4: 61,059 shares; 2026Q1: 59,957 shares; 2026Q2: 241,524 shares 241,524 $30M 2.76% +181,567 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,419 shares; 2024Q4: 25,198 shares; 2025Q1: 31,106 shares; 2025Q2: 37,734 shares; 2025Q3: 85,263 shares; 2025Q4: 233,624 shares; 2026Q1: 444,395 shares; 2026Q2: 637,747 shares 637,747 $29.4M 2.7% +193,352 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,654 shares; 2024Q4: 47,105 shares; 2025Q1: 45,634 shares; 2025Q2: 47,513 shares; 2025Q3: 50,660 shares; 2025Q4: 50,860 shares; 2026Q1: 46,414 shares; 2026Q2: 38,947 shares 38,947 $25M 2.29% -7,467 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 747,371 shares; 2024Q4: 851,036 shares; 2025Q1: 899,338 shares; 2025Q2: 941,342 shares; 2025Q3: 1,046,903 shares; 2025Q4: 1,123,229 shares; 2026Q1: 1,214,315 shares; 2026Q2: 1,261,093 shares 1,261,093 $24.3M 2.23% +46,778 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: 47,244 shares; 2024Q4: 46,500 shares; 2025Q1: 46,192 shares; 2025Q2: 50,263 shares; 2025Q3: 46,513 shares; 2025Q4: 46,722 shares; 2026Q1: 46,857 shares; 2026Q2: 278,734 shares 278,734 $24M 2.21% +231,877 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: 100,720 shares; 2024Q4: 100,056 shares; 2025Q1: 101,977 shares; 2025Q2: 106,746 shares; 2025Q3: 111,597 shares; 2025Q4: 113,890 shares; 2026Q1: 100,847 shares; 2026Q2: 100,803 shares 100,803 $22.1M 2.03% -44 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,368 shares; 2024Q4: 174,386 shares; 2025Q1: 177,234 shares; 2025Q2: 187,405 shares; 2025Q3: 189,075 shares; 2025Q4: 188,645 shares; 2026Q1: 195,954 shares; 2026Q2: 199,011 shares 199,011 $21.2M 1.95% +3,057 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: 189,061 shares; 2024Q4: 580,565 shares; 2025Q1: 597,666 shares; 2025Q2: 656,271 shares; 2025Q3: 698,836 shares; 2025Q4: 701,321 shares; 2026Q1: 627,512 shares; 2026Q2: 632,796 shares 632,796 $20.1M 1.84% +5,284 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: 94,348 shares; 2024Q4: 94,561 shares; 2025Q1: 95,203 shares; 2025Q2: 105,700 shares; 2025Q3: 99,340 shares; 2025Q4: 99,732 shares; 2026Q1: 93,130 shares; 2026Q2: 90,983 shares 90,983 $19.8M 1.82% -2,147 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,277 shares; 2024Q4: 6,577 shares; 2025Q1: 6,577 shares; 2025Q2: 235,016 shares; 2025Q3: 277,163 shares; 2025Q4: 293,971 shares; 2026Q1: 350,771 shares; 2026Q2: 366,334 shares 366,334 $19.7M 1.81% +15,563 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,347 shares; 2024Q4: 99,018 shares; 2025Q1: 100,550 shares; 2025Q2: 91,832 shares; 2025Q3: 98,035 shares; 2025Q4: 104,036 shares; 2026Q1: 110,306 shares; 2026Q2: 113,634 shares 113,634 $18.9M 1.74% +3,328 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,142 shares; 2024Q4: 75,271 shares; 2025Q1: 79,078 shares; 2025Q2: 81,085 shares; 2025Q3: 87,209 shares; 2025Q4: 94,292 shares; 2026Q1: 95,789 shares; 2026Q2: 94,818 shares 94,818 $18.2M 1.67% -971 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,676 shares; 2024Q4: 160,046 shares; 2025Q1: 159,477 shares; 2025Q2: 159,155 shares; 2025Q3: 173,121 shares; 2025Q4: 183,006 shares; 2026Q1: 207,037 shares; 2026Q2: 197,558 shares 197,558 $17.8M 1.63% -9,479 Timeline SPSM 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: 307,623 shares; 2024Q4: 306,776 shares; 2025Q1: 315,901 shares; 2025Q2: 391,940 shares; 2025Q3: 429,793 shares; 2025Q4: 450,872 shares; 2026Q1: 303,000 shares; 2026Q2: 305,454 shares 305,454 $17.6M 1.62% +2,454 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,729 shares; 2024Q4: 3,296 shares; 2025Q1: 3,296 shares; 2025Q2: 15,120 shares; 2025Q3: 3,199 shares; 2025Q4: 3,315 shares; 2026Q1: 98,185 shares; 2026Q2: 188,507 shares 188,507 $14.9M 1.37% +90,322 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 180,225 shares; 2025Q2: 214,456 shares; 2025Q3: 239,153 shares; 2025Q4: 259,111 shares; 2026Q1: 243,427 shares; 2026Q2: 262,507 shares 262,507 $14.8M 1.36% +19,080 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,597 shares; 2025Q4: 3,921 shares; 2026Q1: 104,994 shares; 2026Q2: 110,273 shares 110,273 $13.8M 1.26% +5,279 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: 32,583 shares; 2024Q4: 32,697 shares; 2025Q1: 32,882 shares; 2025Q2: 32,567 shares; 2025Q3: 32,711 shares; 2025Q4: 33,488 shares; 2026Q1: 34,064 shares; 2026Q2: 34,028 shares 34,028 $12.7M 1.17% -36 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: 36,975 shares; 2024Q4: 35,087 shares; 2025Q1: 35,591 shares; 2025Q2: 37,642 shares; 2025Q3: 39,412 shares; 2025Q4: 40,887 shares; 2026Q1: 39,923 shares; 2026Q2: 43,351 shares 43,351 $12.5M 1.15% +3,428 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: 15,879 shares; 2024Q4: 16,466 shares; 2025Q1: 16,338 shares; 2025Q2: 16,183 shares; 2025Q3: 16,183 shares; 2025Q4: 17,252 shares; 2026Q1: 16,399 shares; 2026Q2: 16,685 shares 16,685 $12.5M 1.14% +286 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 380,521 shares; 2024Q4: 419,265 shares; 2025Q1: 469,305 shares; 2025Q2: 157,278 shares; 2025Q3: 236,979 shares; 2025Q4: 248,704 shares; 2026Q1: 246,692 shares; 2026Q2: 235,085 shares 235,085 $11.9M 1.09% -11,607 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,515 shares; 2024Q4: 146,171 shares; 2025Q1: 154,163 shares; 2025Q2: 76,497 shares; 2025Q3: 76,874 shares; 2025Q4: 78,188 shares; 2026Q1: 78,200 shares; 2026Q2: 77,597 shares 77,597 $11.4M 1.04% -603 Timeline JTEK 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: 74,484 shares; 2026Q2: 99,779 shares 99,779 $11.1M 1.02% +25,295 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: 25,018 shares; 2024Q4: 24,217 shares; 2025Q1: 23,815 shares; 2025Q2: 15,746 shares; 2025Q3: 14,551 shares; 2025Q4: 15,092 shares; 2026Q1: 14,299 shares; 2026Q2: 14,840 shares 14,840 $11.1M 1.02% +541 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,967 shares; 2024Q4: 138,058 shares; 2025Q1: 140,919 shares; 2025Q2: 58,243 shares; 2025Q3: 57,798 shares; 2025Q4: 57,557 shares; 2026Q1: 56,398 shares; 2026Q2: 55,797 shares 55,797 $9.18M 0.84% -601 Timeline XLP 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: 27,447 shares; 2026Q1: 104,596 shares; 2026Q2: 109,029 shares 109,029 $9.06M 0.83% +4,433 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: 388,238 shares; 2024Q4: 64,695 shares; 2025Q1: 57,541 shares; 2025Q2: 55,881 shares; 2025Q3: 59,690 shares; 2025Q4: 68,858 shares; 2026Q1: 73,567 shares; 2026Q2: 98,715 shares 98,715 $8.18M 0.75% +25,148 Timeline FLRN 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: 663,012 shares; 2024Q4: 774,178 shares; 2025Q1: 250,588 shares; 2025Q2: 220,717 shares; 2025Q3: 235,794 shares; 2025Q4: 245,478 shares; 2026Q1: 255,404 shares; 2026Q2: 254,331 shares 254,331 $7.85M 0.72% -1,073 Timeline XJUN 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: 122,669 shares; 2025Q3: 163,589 shares; 2025Q4: 164,080 shares; 2026Q1: 151,441 shares; 2026Q2: 165,940 shares 165,940 $7.37M 0.68% +14,499 Timeline VONG 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: 46,057 shares; 2024Q4: 34,455 shares; 2025Q1: 33,787 shares; 2025Q2: 33,845 shares; 2025Q3: 54,823 shares; 2025Q4: 57,295 shares; 2026Q1: 57,507 shares; 2026Q2: 56,595 shares 56,595 $7.23M 0.66% -912 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: 33,214 shares; 2024Q4: 31,689 shares; 2025Q1: 32,016 shares; 2025Q2: 32,743 shares; 2025Q3: 33,890 shares; 2025Q4: 34,027 shares; 2026Q1: 34,714 shares; 2026Q2: 33,910 shares 33,910 $6.78M 0.62% -804 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: 15,502 shares; 2024Q4: 15,158 shares; 2025Q1: 15,802 shares; 2025Q2: 15,918 shares; 2025Q3: 16,117 shares; 2025Q4: 16,288 shares; 2026Q1: 16,092 shares; 2026Q2: 18,111 shares 18,111 $6.47M 0.59% +2,019 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: 17,612 shares; 2024Q4: 18,968 shares; 2025Q1: 18,782 shares; 2025Q2: 18,391 shares; 2025Q3: 18,439 shares; 2025Q4: 18,452 shares; 2026Q1: 18,405 shares; 2026Q2: 73,508 shares 73,508 $5.92M 0.54% +55,103 Timeline JSCP 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: 8,598 shares; 2025Q3: 73,860 shares; 2025Q4: 89,025 shares; 2026Q1: 102,068 shares; 2026Q2: 119,228 shares 119,228 $5.62M 0.52% +17,160 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,913 shares; 2024Q4: 61,984 shares; 2025Q1: 121,014 shares; 2025Q2: 119,398 shares; 2025Q3: 162,289 shares; 2025Q4: 171,611 shares; 2026Q1: 218,857 shares; 2026Q2: 235,522 shares 235,522 $5.45M 0.5% +16,665 Timeline BBUS 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: 2,722 shares; 2025Q3: 17,631 shares; 2025Q4: 25,820 shares; 2026Q1: 37,204 shares; 2026Q2: 39,600 shares 39,600 $5.33M 0.49% +2,396 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: 8,532 shares; 2024Q4: 8,340 shares; 2025Q1: 8,201 shares; 2025Q2: 7,687 shares; 2025Q3: 8,079 shares; 2025Q4: 7,960 shares; 2026Q1: 7,771 shares; 2026Q2: 7,694 shares 7,694 $5.28M 0.49% -77 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: 17,430 shares; 2024Q4: 17,518 shares; 2025Q1: 17,725 shares; 2025Q2: 18,790 shares; 2025Q3: 19,068 shares; 2025Q4: 19,001 shares; 2026Q1: 18,975 shares; 2026Q2: 18,840 shares 18,840 $4.49M 0.41% -135 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,178 shares; 2024Q4: 27,422 shares; 2025Q1: 29,855 shares; 2025Q2: 30,484 shares; 2025Q3: 35,044 shares; 2025Q4: 38,311 shares; 2026Q1: 42,213 shares; 2026Q2: 42,628 shares 42,628 $4.38M 0.4% +415 Timeline JIRE 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: 3,202 shares; 2025Q3: 28,815 shares; 2025Q4: 38,845 shares; 2026Q1: 45,908 shares; 2026Q2: 50,326 shares 50,326 $4.15M 0.38% +4,418 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: 20,583 shares; 2024Q4: 20,728 shares; 2025Q1: 20,709 shares; 2025Q2: 13,036 shares; 2025Q3: 13,141 shares; 2025Q4: 13,331 shares; 2026Q1: 13,238 shares; 2026Q2: 13,498 shares 13,498 $4.06M 0.37% +260 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,698 shares; 2026Q2: 80,818 shares 80,818 $3.79M 0.35% +30,120 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: 45,870 shares; 2024Q4: 44,793 shares; 2025Q1: 46,769 shares; 2025Q2: 49,387 shares; 2025Q3: 46,555 shares; 2025Q4: 60,314 shares; 2026Q1: 52,846 shares; 2026Q2: 52,716 shares 52,716 $3.76M 0.35% -130 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,093 shares; 2024Q4: 47,928 shares; 2025Q1: 58,571 shares; 2025Q2: 62,701 shares; 2025Q3: 68,214 shares; 2025Q4: 68,091 shares; 2026Q1: 71,441 shares; 2026Q2: 68,930 shares 68,930 $3.45M 0.32% -2,511 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,471 shares; 2024Q4: 6,244 shares; 2025Q1: 6,254 shares; 2025Q2: 6,696 shares; 2025Q3: 6,952 shares; 2025Q4: 6,816 shares; 2026Q1: 6,732 shares; 2026Q2: 9,492 shares 9,492 $3.35M 0.31% +2,760 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,104 shares; 2025Q4: 27,654 shares; 2026Q1: 32,899 shares; 2026Q2: 35,758 shares 35,758 $3.26M 0.3% +2,859 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: 8,041 shares; 2024Q4: 8,144 shares; 2025Q1: 8,489 shares; 2025Q2: 8,868 shares; 2025Q3: 8,808 shares; 2025Q4: 8,829 shares; 2026Q1: 8,684 shares; 2026Q2: 8,533 shares 8,533 $3.22M 0.3% -151 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,719 shares; 2024Q4: 9,701 shares; 2025Q1: 9,698 shares; 2025Q2: 9,635 shares; 2025Q3: 9,635 shares; 2025Q4: 9,769 shares; 2026Q1: 9,939 shares; 2026Q2: 10,056 shares 10,056 $3.05M 0.28% +117 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,678 shares; 2024Q4: 9,161 shares; 2025Q1: 9,371 shares; 2025Q2: 8,088 shares; 2025Q3: 8,078 shares; 2025Q4: 7,788 shares; 2026Q1: 7,614 shares; 2026Q2: 7,700 shares 7,700 $3.03M 0.28% +86 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: 8,666 shares; 2024Q4: 8,375 shares; 2025Q1: 8,271 shares; 2025Q2: 8,547 shares; 2025Q3: 9,082 shares; 2025Q4: 8,951 shares; 2026Q1: 8,893 shares; 2026Q2: 8,830 shares 8,830 $2.89M 0.27% -63 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: 4,409 shares; 2024Q4: 4,152 shares; 2025Q1: 4,675 shares; 2025Q2: 4,902 shares; 2025Q3: 5,032 shares; 2025Q4: 5,338 shares; 2026Q1: 5,318 shares; 2026Q2: 5,598 shares 5,598 $2.8M 0.26% +280 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: 5,798 shares; 2024Q4: 5,714 shares; 2025Q1: 5,638 shares; 2025Q2: 5,272 shares; 2025Q3: 5,100 shares; 2025Q4: 6,002 shares; 2026Q1: 5,820 shares; 2026Q2: 7,443 shares 7,443 $2.75M 0.25% +1,623 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,165 shares; 2024Q4: 13,516 shares; 2025Q1: 20,203 shares; 2025Q2: 21,056 shares; 2025Q3: 21,872 shares; 2025Q4: 22,005 shares; 2026Q1: 23,868 shares; 2026Q2: 22,505 shares 22,505 $2.63M 0.24% -1,363 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: 1,854 shares; 2024Q4: 1,754 shares; 2025Q1: 2,633 shares; 2025Q2: 3,052 shares; 2025Q3: 3,020 shares; 2025Q4: 2,995 shares; 2026Q1: 3,038 shares; 2026Q2: 3,567 shares 3,567 $2.63M 0.24% +529 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,346 shares; 2025Q4: 21,334 shares; 2026Q1: 25,922 shares; 2026Q2: 25,735 shares 25,735 $2.54M 0.23% -187 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,551 shares; 2025Q2: 6,393 shares; 2025Q3: 6,210 shares; 2025Q4: 6,025 shares; 2026Q1: 5,698 shares; 2026Q2: 5,593 shares 5,593 $2.42M 0.22% -105 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: 5,807 shares; 2024Q4: 5,811 shares; 2025Q1: 5,059 shares; 2025Q2: 4,871 shares; 2025Q3: 5,016 shares; 2025Q4: 10,530 shares; 2026Q1: 13,269 shares; 2026Q2: 12,472 shares 12,472 $2.38M 0.22% -797 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: 1,835 shares; 2024Q4: 1,835 shares; 2025Q1: 1,885 shares; 2025Q2: 1,899 shares; 2025Q3: 2,010 shares; 2025Q4: 2,015 shares; 2026Q1: 2,007 shares; 2026Q2: 2,414 shares 2,414 $2.26M 0.21% +407 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: 43,790 shares; 2024Q4: 42,036 shares; 2025Q1: 42,837 shares; 2025Q2: 39,626 shares; 2025Q3: 37,625 shares; 2025Q4: 37,885 shares; 2026Q1: 37,681 shares; 2026Q2: 37,524 shares 37,524 $2.24M 0.21% -157 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: not reported; 2024Q4: 8,426 shares; 2025Q1: 8,326 shares; 2025Q2: 21,954 shares; 2025Q3: 41,797 shares; 2025Q4: 45,891 shares; 2026Q1: 22,550 shares; 2026Q2: 22,260 shares 22,260 $2.2M 0.2% -290 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,153 shares; 2024Q4: 9,812 shares; 2025Q1: 10,369 shares; 2025Q2: 9,537 shares; 2025Q3: 10,137 shares; 2025Q4: 9,891 shares; 2026Q1: 9,864 shares; 2026Q2: 9,783 shares 9,783 $2.16M 0.2% -81 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,547 shares; 2024Q4: 49,905 shares; 2025Q1: 35,463 shares; 2025Q2: 36,304 shares; 2025Q3: 33,640 shares; 2025Q4: 31,496 shares; 2026Q1: 37,073 shares; 2026Q2: 45,923 shares 45,923 $2.12M 0.19% +8,850 Timeline JMUB 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: 30,361 shares; 2025Q4: 33,759 shares; 2026Q1: 33,578 shares; 2026Q2: 41,252 shares 41,252 $2.09M 0.19% +7,674 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,077 shares; 2024Q4: 22,047 shares; 2025Q1: 26,760 shares; 2025Q2: 27,927 shares; 2025Q3: 32,167 shares; 2025Q4: 34,860 shares; 2026Q1: 38,950 shares; 2026Q2: 37,375 shares 37,375 $2.04M 0.19% -1,575 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: 6,644 shares; 2024Q4: 5,981 shares; 2025Q1: 6,343 shares; 2025Q2: 6,292 shares; 2025Q3: 6,042 shares; 2025Q4: 5,897 shares; 2026Q1: 5,855 shares; 2026Q2: 5,791 shares 5,791 $1.96M 0.18% -64 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,161 shares; 2024Q4: 5,130 shares; 2025Q1: 5,120 shares; 2025Q2: 5,065 shares; 2025Q3: 5,119 shares; 2025Q4: 5,092 shares; 2026Q1: 4,763 shares; 2026Q2: 4,763 shares 4,763 $1.95M 0.18% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,290 shares; 2024Q4: 13,190 shares; 2025Q1: 13,061 shares; 2025Q2: 12,424 shares; 2025Q3: 12,124 shares; 2025Q4: 11,924 shares; 2026Q1: 11,624 shares; 2026Q2: 11,624 shares 11,624 $1.9M 0.17% 0 Timeline VONV 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: 13,303 shares; 2024Q4: 13,303 shares; 2025Q1: 13,303 shares; 2025Q2: 17,719 shares; 2025Q3: 17,284 shares; 2025Q4: 17,841 shares; 2026Q1: 17,811 shares; 2026Q2: 17,452 shares 17,452 $1.86M 0.17% -359 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,597 shares; 2025Q1: 14,645 shares; 2025Q2: 19,756 shares; 2025Q3: 18,243 shares; 2025Q4: 17,774 shares; 2026Q1: 20,329 shares; 2026Q2: 20,352 shares 20,352 $1.79M 0.16% +23 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,994 shares; 2024Q4: 47,255 shares; 2025Q1: 39,509 shares; 2025Q2: 38,004 shares; 2025Q3: 45,219 shares; 2025Q4: 42,857 shares; 2026Q1: 47,735 shares; 2026Q2: 47,050 shares 47,050 $1.72M 0.16% -685 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: 3,990 shares; 2024Q4: 3,993 shares; 2025Q1: 3,904 shares; 2025Q2: 4,232 shares; 2025Q3: 4,255 shares; 2025Q4: 4,288 shares; 2026Q1: 4,217 shares; 2026Q2: 4,913 shares 4,913 $1.69M 0.15% +696 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: 19,728 shares; 2024Q4: 31,066 shares; 2025Q1: 32,190 shares; 2025Q2: 32,190 shares; 2025Q3: 32,207 shares; 2025Q4: 32,613 shares; 2026Q1: 32,096 shares; 2026Q2: 32,096 shares 32,096 $1.62M 0.15% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,478 shares; 2024Q4: 6,467 shares; 2025Q1: 6,988 shares; 2025Q2: 6,296 shares; 2025Q3: 7,956 shares; 2025Q4: 10,564 shares; 2026Q1: 8,035 shares; 2026Q2: 7,925 shares 7,925 $1.57M 0.14% -110 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 73,495 shares 73,495 $1.53M 0.14% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,086 shares; 2024Q4: 5,994 shares; 2025Q1: 5,859 shares; 2025Q2: 5,181 shares; 2025Q3: 5,300 shares; 2025Q4: 5,276 shares; 2026Q1: 5,175 shares; 2026Q2: 4,960 shares 4,960 $1.52M 0.14% -215 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: 6,188 shares; 2024Q4: 6,148 shares; 2025Q1: 6,495 shares; 2025Q2: 6,569 shares; 2025Q3: 6,275 shares; 2025Q4: 6,132 shares; 2026Q1: 6,069 shares; 2026Q2: 5,944 shares 5,944 $1.51M 0.14% -125 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,184 shares; 2025Q4: 13,367 shares; 2026Q1: 19,606 shares; 2026Q2: 22,068 shares 22,068 $1.49M 0.14% +2,462 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: 15,831 shares; 2024Q4: 17,561 shares; 2025Q1: 19,055 shares; 2025Q2: 18,754 shares; 2025Q3: 21,854 shares; 2025Q4: 21,390 shares; 2026Q1: 23,883 shares; 2026Q2: 24,267 shares 24,267 $1.48M 0.14% +384 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: 4,920 shares; 2024Q4: 6,601 shares; 2025Q1: 20,874 shares; 2025Q2: 22,063 shares; 2025Q3: 27,094 shares; 2025Q4: 29,001 shares; 2026Q1: 30,739 shares; 2026Q2: 27,279 shares 27,279 $1.43M 0.13% -3,460 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: 1,437 shares; 2024Q4: 1,447 shares; 2025Q1: 2,879 shares; 2025Q2: 2,890 shares; 2025Q3: 2,877 shares; 2025Q4: 2,875 shares; 2026Q1: 2,823 shares; 2026Q2: 2,705 shares 2,705 $1.39M 0.13% -118 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: 1,306 shares; 2024Q4: 1,403 shares; 2025Q1: 1,405 shares; 2025Q2: 1,314 shares; 2025Q3: 1,344 shares; 2025Q4: 1,356 shares; 2026Q1: 1,402 shares; 2026Q2: 11,371 shares 11,371 $1.36M 0.12% +9,969 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,929 shares; 2024Q4: 6,504 shares; 2025Q1: 6,348 shares; 2025Q2: 5,455 shares; 2025Q3: 5,534 shares; 2025Q4: 5,250 shares; 2026Q1: 5,100 shares; 2026Q2: 4,670 shares 4,670 $1.36M 0.12% -430 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: 5,705 shares; 2024Q4: 5,600 shares; 2025Q1: 5,597 shares; 2025Q2: 5,715 shares; 2025Q3: 5,614 shares; 2025Q4: 5,538 shares; 2026Q1: 5,392 shares; 2026Q2: 5,386 shares 5,386 $1.36M 0.12% -6 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,534 shares; 2024Q4: 1,656 shares; 2025Q1: 1,678 shares; 2025Q2: 1,816 shares; 2025Q3: 1,783 shares; 2025Q4: 2,370 shares; 2026Q1: 2,340 shares; 2026Q2: 2,404 shares 2,404 $1.35M 0.12% +64 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,819 shares; 2024Q4: 12,447 shares; 2025Q1: 14,739 shares; 2025Q2: 18,063 shares; 2025Q3: 19,675 shares; 2025Q4: 20,531 shares; 2026Q1: 25,358 shares; 2026Q2: 25,833 shares 25,833 $1.35M 0.12% +475 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,505 shares; 2024Q4: 29,934 shares; 2025Q1: 36,150 shares; 2025Q2: 33,335 shares; 2025Q3: 34,866 shares; 2025Q4: 39,142 shares; 2026Q1: 47,827 shares; 2026Q2: 53,355 shares 53,355 $1.33M 0.12% +5,528 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,324 shares; 2024Q4: 3,311 shares; 2025Q1: 3,311 shares; 2025Q2: 4,542 shares; 2025Q3: 3,442 shares; 2025Q4: 3,855 shares; 2026Q1: 3,812 shares; 2026Q2: 3,612 shares 3,612 $1.32M 0.12% -200 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,823 shares; 2024Q4: 4,278 shares; 2025Q1: 4,219 shares; 2025Q2: 6,103 shares; 2025Q3: 5,025 shares; 2025Q4: 7,016 shares; 2026Q1: 4,988 shares; 2026Q2: 4,988 shares 4,988 $1.21M 0.11% 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: 5,915 shares; 2024Q4: 5,652 shares; 2025Q1: 6,510 shares; 2025Q2: 6,686 shares; 2025Q3: 7,253 shares; 2025Q4: 7,156 shares; 2026Q1: 8,004 shares; 2026Q2: 7,792 shares 7,792 $1.2M 0.11% -212 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: 10,061 shares; 2024Q4: 10,994 shares; 2025Q1: 13,396 shares; 2025Q2: 9,795 shares; 2025Q3: 9,771 shares; 2025Q4: 10,244 shares; 2026Q1: 10,432 shares; 2026Q2: 10,074 shares 10,074 $1.2M 0.11% -358 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: 2,640 shares; 2024Q4: 2,784 shares; 2025Q1: 2,784 shares; 2025Q2: 3,329 shares; 2025Q3: 3,304 shares; 2025Q4: 3,290 shares; 2026Q1: 3,064 shares; 2026Q2: 5,664 shares 5,664 $1.18M 0.11% +2,600 Timeline MARM 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: 41,385 shares; 2024Q4: 40,741 shares; 2025Q1: 27,139 shares; 2025Q2: 29,523 shares; 2025Q3: 38,183 shares; 2025Q4: 39,531 shares; 2026Q1: 37,638 shares; 2026Q2: 34,201 shares 34,201 $1.17M 0.11% -3,437 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: 12,035 shares; 2024Q4: 11,609 shares; 2025Q1: 11,609 shares; 2025Q2: 10,112 shares; 2025Q3: 21,322 shares; 2025Q4: 21,322 shares; 2026Q1: 21,749 shares; 2026Q2: 21,874 shares 21,874 $1.13M 0.1% +125 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: 835 shares; 2024Q4: 891 shares; 2025Q1: 889 shares; 2025Q2: 903 shares; 2025Q3: 893 shares; 2025Q4: 894 shares; 2026Q1: 894 shares; 2026Q2: 921 shares 921 $1.1M 0.1% +27 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,901 shares; 2024Q4: 2,605 shares; 2025Q1: 3,092 shares; 2025Q2: 3,146 shares; 2025Q3: 3,179 shares; 2025Q4: 3,147 shares; 2026Q1: 3,095 shares; 2026Q2: 3,066 shares 3,066 $1.08M 0.1% -29 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: 4,055 shares; 2024Q4: 14,196 shares; 2025Q1: 18,166 shares; 2025Q2: 26,656 shares; 2025Q3: 30,606 shares; 2025Q4: 35,287 shares; 2026Q1: 33,400 shares; 2026Q2: 31,431 shares 31,431 $1.06M 0.1% -1,969 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: 703 shares; 2024Q4: 692 shares; 2025Q1: 804 shares; 2025Q2: 797 shares; 2025Q3: 937 shares; 2025Q4: 918 shares; 2026Q1: 901 shares; 2026Q2: 873 shares 873 $930K 0.09% -28 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,305 shares; 2024Q4: 3,422 shares; 2025Q1: 3,930 shares; 2025Q2: 3,977 shares; 2025Q3: 4,885 shares; 2025Q4: 4,705 shares; 2026Q1: 4,591 shares; 2026Q2: 4,844 shares 4,844 $921K 0.08% +253 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: 985 shares; 2024Q4: 958 shares; 2025Q1: 940 shares; 2025Q2: 941 shares; 2025Q3: 943 shares; 2025Q4: 10,899 shares; 2026Q1: 11,122 shares; 2026Q2: 12,214 shares 12,214 $872K 0.08% +1,092 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,433 shares; 2024Q4: 4,384 shares; 2025Q1: 4,400 shares; 2025Q2: 4,500 shares; 2025Q3: 4,435 shares; 2025Q4: 4,362 shares; 2026Q1: 4,638 shares; 2026Q2: 4,620 shares 4,620 $854K 0.08% -18 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: 10,253 shares; 2024Q4: 6,523 shares; 2025Q1: 6,377 shares; 2025Q2: 6,646 shares; 2025Q3: 6,399 shares; 2025Q4: 6,219 shares; 2026Q1: 6,175 shares; 2026Q2: 6,135 shares 6,135 $844K 0.08% -40 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,860 shares; 2026Q1: 28,840 shares; 2026Q2: 37,438 shares 37,438 $840K 0.08% +8,598 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,536 shares; 2024Q4: 18,054 shares; 2025Q1: 11,297 shares; 2025Q2: 11,858 shares; 2025Q3: 9,351 shares; 2025Q4: 9,585 shares; 2026Q1: 8,569 shares; 2026Q2: 8,324 shares 8,324 $838K 0.08% -245 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,512 shares; 2025Q4: 7,845 shares; 2026Q1: 6,928 shares; 2026Q2: 5,946 shares 5,946 $830K 0.08% -982 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,878 shares; 2024Q4: 2,865 shares; 2025Q1: 2,864 shares; 2025Q2: 2,851 shares; 2025Q3: 2,851 shares; 2025Q4: 2,825 shares; 2026Q1: 2,770 shares; 2026Q2: 2,767 shares 2,767 $825K 0.08% -3 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,694 shares; 2025Q4: 5,902 shares; 2026Q1: 6,702 shares; 2026Q2: 6,766 shares 6,766 $741K 0.07% +64 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 1,654 shares; 2025Q1: 1,650 shares; 2025Q2: 1,716 shares; 2025Q3: 1,643 shares; 2025Q4: 1,581 shares; 2026Q1: 1,490 shares; 2026Q2: 1,477 shares 1,477 $741K 0.07% -13 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: 7,105 shares; 2024Q4: 6,697 shares; 2025Q1: 6,666 shares; 2025Q2: 6,855 shares; 2025Q3: 6,945 shares; 2025Q4: 6,774 shares; 2026Q1: 6,462 shares; 2026Q2: 6,252 shares 6,252 $734K 0.07% -210 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,706 shares; 2025Q4: 25,401 shares; 2026Q1: 27,142 shares; 2026Q2: 25,791 shares 25,791 $715K 0.07% -1,351 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,824 shares; 2024Q4: 6,785 shares; 2025Q1: 8,170 shares; 2025Q2: 27,759 shares; 2025Q3: 13,999 shares; 2025Q4: 17,716 shares; 2026Q1: 8,398 shares; 2026Q2: 7,553 shares 7,553 $714K 0.07% -845 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: 6,421 shares; 2024Q4: 6,377 shares; 2025Q1: 6,568 shares; 2025Q2: 8,509 shares; 2025Q3: 8,663 shares; 2025Q4: 8,673 shares; 2026Q1: 8,627 shares; 2026Q2: 8,769 shares 8,769 $713K 0.07% +142 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,889 shares; 2025Q4: 27,057 shares; 2026Q1: 26,216 shares; 2026Q2: 27,250 shares 27,250 $708K 0.07% +1,034 Timeline LMBS 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: 5,472 shares; 2025Q1: 14,987 shares; 2025Q2: 14,987 shares; 2025Q3: 14,011 shares; 2025Q4: 13,971 shares; 2026Q1: 13,971 shares; 2026Q2: 13,971 shares 13,971 $695K 0.06% 0 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: 12,048 shares; 2024Q4: 11,849 shares; 2025Q1: 11,709 shares; 2025Q2: 11,587 shares; 2025Q3: 13,769 shares; 2025Q4: 13,156 shares; 2026Q1: 10,163 shares; 2026Q2: 10,207 shares 10,207 $694K 0.06% +44 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,700 shares; 2024Q4: 8,233 shares; 2025Q1: 5,182 shares; 2025Q2: 5,005 shares; 2025Q3: 3,519 shares; 2025Q4: 3,365 shares; 2026Q1: 5,268 shares; 2026Q2: 5,470 shares 5,470 $681K 0.06% +202 Timeline VV 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: 2,018 shares; 2024Q4: 2,018 shares; 2025Q1: 2,104 shares; 2025Q2: 1,838 shares; 2025Q3: 1,838 shares; 2025Q4: 2,781 shares; 2026Q1: 1,975 shares; 2026Q2: 1,975 shares 1,975 $679K 0.06% 0 Timeline BBHY 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: 11,543 shares; 2026Q2: 14,316 shares 14,316 $660K 0.06% +2,773 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,481 shares; 2024Q4: 17,004 shares; 2025Q1: 15,299 shares; 2025Q2: 15,276 shares; 2025Q3: 13,453 shares; 2025Q4: 13,241 shares; 2026Q1: 11,404 shares; 2026Q2: 11,110 shares 11,110 $647K 0.06% -294 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: 3,041 shares; 2024Q4: 1,776 shares; 2025Q1: 2,356 shares; 2025Q2: 2,792 shares; 2025Q3: 2,854 shares; 2025Q4: 3,729 shares; 2026Q1: 3,126 shares; 2026Q2: 2,813 shares 2,813 $639K 0.06% -313 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,442 shares; 2024Q4: 2,343 shares; 2025Q1: 2,343 shares; 2025Q2: 2,340 shares; 2025Q3: 2,319 shares; 2025Q4: 2,319 shares; 2026Q1: 2,265 shares; 2026Q2: 2,638 shares 2,638 $624K 0.06% +373 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,574 shares; 2024Q4: 99,642 shares; 2025Q1: 96,646 shares; 2025Q2: 100,577 shares; 2025Q3: 109,755 shares; 2025Q4: 91,190 shares; 2026Q1: 8,508 shares; 2026Q2: 6,696 shares 6,696 $607K 0.06% -1,812 Timeline GSC 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: 11,623 shares; 2025Q1: 9,938 shares; 2025Q2: 9,295 shares; 2025Q3: 8,901 shares; 2025Q4: 8,901 shares; 2026Q1: 8,823 shares; 2026Q2: 8,708 shares 8,708 $603K 0.06% -115 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: 2,343 shares; 2024Q4: 2,194 shares; 2025Q1: 2,194 shares; 2025Q2: 2,194 shares; 2025Q3: 2,194 shares; 2025Q4: 2,072 shares; 2026Q1: 2,072 shares; 2026Q2: 2,445 shares 2,445 $602K 0.06% +373 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 643 shares; 2024Q4: 625 shares; 2025Q1: 613 shares; 2025Q2: 599 shares; 2025Q3: 599 shares; 2025Q4: 599 shares; 2026Q1: 598 shares; 2026Q2: 598 shares 598 $585K 0.05% 0 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,616 shares; 2024Q4: 7,881 shares; 2025Q1: 7,795 shares; 2025Q2: 7,795 shares; 2025Q3: 7,781 shares; 2025Q4: 7,781 shares; 2026Q1: 7,781 shares; 2026Q2: 7,405 shares 7,405 $569K 0.05% -376 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,445 shares; 2024Q4: 6,190 shares; 2025Q1: 6,178 shares; 2025Q2: 6,178 shares; 2025Q3: 6,178 shares; 2025Q4: 6,288 shares; 2026Q1: 6,185 shares; 2026Q2: 6,185 shares 6,185 $556K 0.05% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,826 shares; 2026Q1: 5,813 shares; 2026Q2: 5,813 shares 5,813 $552K 0.05% 0 Timeline PHO 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: 4,596 shares; 2024Q4: 3,400 shares; 2025Q1: 3,766 shares; 2025Q2: 3,939 shares; 2025Q3: 5,559 shares; 2025Q4: 5,927 shares; 2026Q1: 7,151 shares; 2026Q2: 7,922 shares 7,922 $547K 0.05% +771 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: 2,612 shares; 2024Q4: 2,657 shares; 2025Q1: 3,788 shares; 2025Q2: 3,919 shares; 2025Q3: 4,207 shares; 2025Q4: 3,745 shares; 2026Q1: 4,958 shares; 2026Q2: 4,880 shares 4,880 $532K 0.05% -78 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: 557 shares; 2024Q4: 497 shares; 2025Q1: 520 shares; 2025Q2: 542 shares; 2025Q3: 590 shares; 2025Q4: 559 shares; 2026Q1: 541 shares; 2026Q2: 526 shares 526 $532K 0.05% -15 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: 2,577 shares; 2024Q4: 2,548 shares; 2025Q1: 2,701 shares; 2025Q2: not reported; 2025Q3: 2,534 shares; 2025Q4: 2,612 shares; 2026Q1: 3,125 shares; 2026Q2: 4,100 shares 4,100 $527K 0.05% +975 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,594 shares; 2024Q4: 1,616 shares; 2025Q1: 1,518 shares; 2025Q2: 1,618 shares; 2025Q3: 1,630 shares; 2025Q4: 1,536 shares; 2026Q1: 1,472 shares; 2026Q2: 1,434 shares 1,434 $519K 0.05% -38 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: 3,292 shares; 2024Q4: 3,272 shares; 2025Q1: 3,345 shares; 2025Q2: 3,449 shares; 2025Q3: 3,178 shares; 2025Q4: 3,200 shares; 2026Q1: 3,324 shares; 2026Q2: 3,467 shares 3,467 $508K 0.05% +143 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 860 shares; 2026Q1: 738 shares; 2026Q2: 687 shares 687 $497K 0.05% -51 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: 4,199 shares; 2024Q4: 4,204 shares; 2025Q1: 4,263 shares; 2025Q2: 4,913 shares; 2025Q3: 4,840 shares; 2025Q4: 4,770 shares; 2026Q1: 4,546 shares; 2026Q2: 4,332 shares 4,332 $491K 0.05% -214 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: 3,278 shares; 2024Q4: 3,276 shares; 2025Q1: 3,925 shares; 2025Q2: 3,843 shares; 2025Q3: 3,642 shares; 2025Q4: 3,543 shares; 2026Q1: 3,521 shares; 2026Q2: 3,517 shares 3,517 $476K 0.04% -4 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: 3,217 shares; 2024Q4: 3,217 shares; 2025Q1: 3,230 shares; 2025Q2: 3,200 shares; 2025Q3: 3,713 shares; 2025Q4: 3,271 shares; 2026Q1: 3,681 shares; 2026Q2: 2,992 shares 2,992 $473K 0.04% -689 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,941 shares; 2025Q3: 3,399 shares; 2025Q4: 3,163 shares; 2026Q1: 3,133 shares; 2026Q2: 3,133 shares 3,133 $465K 0.04% 0 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: 1,970 shares; 2024Q4: 1,945 shares; 2025Q1: 2,527 shares; 2025Q2: 2,463 shares; 2025Q3: 2,861 shares; 2025Q4: 2,719 shares; 2026Q1: 2,645 shares; 2026Q2: 2,507 shares 2,507 $464K 0.04% -138 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: 1,492 shares; 2024Q4: 1,120 shares; 2025Q1: 882 shares; 2025Q2: 942 shares; 2025Q3: 960 shares; 2025Q4: 1,162 shares; 2026Q1: 1,156 shares; 2026Q2: 1,103 shares 1,103 $464K 0.04% -53 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,253 shares; 2024Q4: 1,240 shares; 2025Q1: 1,240 shares; 2025Q2: 1,152 shares; 2025Q3: 1,147 shares; 2025Q4: 1,147 shares; 2026Q1: 1,147 shares; 2026Q2: 1,147 shares 1,147 $456K 0.04% 0 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: 5,550 shares; 2024Q4: 5,550 shares; 2025Q1: 5,775 shares; 2025Q2: 5,655 shares; 2025Q3: 5,827 shares; 2025Q4: 5,827 shares; 2026Q1: 5,813 shares; 2026Q2: 5,887 shares 5,887 $454K 0.04% +74 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,615 shares; 2024Q4: 5,995 shares; 2025Q1: not reported; 2025Q2: 7,718 shares; 2025Q3: 8,098 shares; 2025Q4: 7,796 shares; 2026Q1: 8,260 shares; 2026Q2: 7,298 shares 7,298 $448K 0.04% -962 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 reported; 2025Q2: 852 shares; 2025Q3: 842 shares; 2025Q4: 864 shares; 2026Q1: 1,191 shares; 2026Q2: 1,191 shares 1,191 $445K 0.04% 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: 941 shares; 2025Q1: 1,084 shares; 2025Q2: 1,084 shares; 2025Q3: 1,084 shares; 2025Q4: 1,019 shares; 2026Q1: 997 shares; 2026Q2: 5,336 shares 5,336 $441K 0.04% +4,339 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: 1,505 shares; 2025Q2: 1,805 shares; 2025Q3: 1,790 shares; 2025Q4: 1,763 shares; 2026Q1: 2,790 shares; 2026Q2: 2,696 shares 2,696 $437K 0.04% -94 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: 6,875 shares; 2025Q2: 6,259 shares; 2025Q3: 7,364 shares; 2025Q4: 7,169 shares; 2026Q1: 5,877 shares; 2026Q2: 5,765 shares 5,765 $435K 0.04% -112 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,748 shares; 2024Q4: 3,840 shares; 2025Q1: 3,840 shares; 2025Q2: 3,710 shares; 2025Q3: 3,710 shares; 2025Q4: 3,718 shares; 2026Q1: 3,710 shares; 2026Q2: 3,710 shares 3,710 $426K 0.04% 0 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: 1,890 shares; 2024Q4: 1,915 shares; 2025Q1: 1,502 shares; 2025Q2: 1,380 shares; 2025Q3: 1,233 shares; 2025Q4: 1,214 shares; 2026Q1: 1,018 shares; 2026Q2: 1,018 shares 1,018 $423K 0.04% 0 Timeline PAVE 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: 12,092 shares; 2024Q4: 7,790 shares; 2025Q1: 7,571 shares; 2025Q2: 5,055 shares; 2025Q3: 4,980 shares; 2025Q4: 7,215 shares; 2026Q1: 7,175 shares; 2026Q2: 7,175 shares 7,175 $423K 0.04% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,713 shares; 2024Q4: 16,396 shares; 2025Q1: 20,285 shares; 2025Q2: 19,074 shares; 2025Q3: 21,276 shares; 2025Q4: 20,608 shares; 2026Q1: 22,511 shares; 2026Q2: 20,446 shares 20,446 $419K 0.04% -2,065 Timeline XLC 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: 3,634 shares; 2026Q2: 3,844 shares 3,844 $412K 0.04% +210 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER 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: 2,290 shares; 2026Q1: 2,320 shares; 2026Q2: 2,342 shares 2,342 $408K 0.04% +22 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 791 shares; 2025Q3: 791 shares; 2025Q4: 791 shares; 2026Q1: 781 shares; 2026Q2: 781 shares 781 $408K 0.04% 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: 3,065 shares; 2024Q4: 2,958 shares; 2025Q1: 3,058 shares; 2025Q2: 3,353 shares; 2025Q3: 4,076 shares; 2025Q4: 3,776 shares; 2026Q1: 3,393 shares; 2026Q2: 3,348 shares 3,348 $394K 0.04% -45 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: 3,055 shares; 2024Q4: 2,670 shares; 2025Q1: 3,502 shares; 2025Q2: 4,958 shares; 2025Q3: 3,524 shares; 2025Q4: 3,728 shares; 2026Q1: 3,728 shares; 2026Q2: 3,728 shares 3,728 $387K 0.04% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,025 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 913 shares; 2025Q4: 912 shares; 2026Q1: 1,120 shares; 2026Q2: 1,126 shares 1,126 $386K 0.04% +6 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,359 shares; 2024Q4: 8,359 shares; 2025Q1: 8,359 shares; 2025Q2: 8,259 shares; 2025Q3: 8,259 shares; 2025Q4: 8,115 shares; 2026Q1: 8,100 shares; 2026Q2: 8,100 shares 8,100 $385K 0.04% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,797 shares; 2026Q1: 2,193 shares; 2026Q2: 2,294 shares 2,294 $375K 0.03% +101 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: 6,023 shares; 2024Q4: 5,980 shares; 2025Q1: 6,304 shares; 2025Q2: 6,304 shares; 2025Q3: 6,904 shares; 2025Q4: 6,831 shares; 2026Q1: 6,583 shares; 2026Q2: 6,583 shares 6,583 $375K 0.03% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,264 shares; 2024Q4: 2,089 shares; 2025Q1: 2,089 shares; 2025Q2: 2,197 shares; 2025Q3: 2,259 shares; 2025Q4: 2,301 shares; 2026Q1: 2,285 shares; 2026Q2: 2,261 shares 2,261 $375K 0.03% -24 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,669 shares; 2024Q4: 1,669 shares; 2025Q1: 1,669 shares; 2025Q2: 1,674 shares; 2025Q3: 1,569 shares; 2025Q4: 1,754 shares; 2026Q1: 1,674 shares; 2026Q2: 1,674 shares 1,674 $369K 0.03% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,614 shares; 2026Q2: 16,043 shares 16,043 $365K 0.03% +429 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,849 shares; 2025Q3: 1,933 shares; 2025Q4: 1,883 shares; 2026Q1: 1,883 shares; 2026Q2: 1,883 shares 1,883 $354K 0.03% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 359 shares; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: 366 shares; 2026Q1: 361 shares; 2026Q2: 361 shares 361 $347K 0.03% 0 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,059 shares; 2025Q2: not reported; 2025Q3: 2,414 shares; 2025Q4: 2,848 shares; 2026Q1: 3,422 shares; 2026Q2: 3,293 shares 3,293 $346K 0.03% -129 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 590 shares 590 $343K 0.03% new 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: 2,522 shares; 2024Q4: 2,631 shares; 2025Q1: 2,801 shares; 2025Q2: 2,683 shares; 2025Q3: 2,683 shares; 2025Q4: 2,491 shares; 2026Q1: 2,361 shares; 2026Q2: 2,324 shares 2,324 $341K 0.03% -37 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,698 shares; 2025Q3: 1,915 shares; 2025Q4: 1,850 shares; 2026Q1: 1,848 shares; 2026Q2: 1,775 shares 1,775 $337K 0.03% -73 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,094 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,154 shares; 2025Q3: 4,814 shares; 2025Q4: 4,966 shares; 2026Q1: 3,849 shares; 2026Q2: 4,087 shares 4,087 $336K 0.03% +238 Timeline XLF 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: 6,858 shares; 2024Q4: 8,468 shares; 2025Q1: 8,167 shares; 2025Q2: 6,190 shares; 2025Q3: 8,117 shares; 2025Q4: 7,797 shares; 2026Q1: 6,631 shares; 2026Q2: 6,153 shares 6,153 $330K 0.03% -478 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: 992 shares; 2024Q4: 992 shares; 2025Q1: 1,019 shares; 2025Q2: 999 shares; 2025Q3: 999 shares; 2025Q4: 969 shares; 2026Q1: 959 shares; 2026Q2: 989 shares 989 $326K 0.03% +30 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: 3,260 shares; 2024Q4: 3,021 shares; 2025Q1: 3,157 shares; 2025Q2: 3,274 shares; 2025Q3: 3,152 shares; 2025Q4: 3,094 shares; 2026Q1: 3,056 shares; 2026Q2: 3,588 shares 3,588 $326K 0.03% +532 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 280 shares; 2026Q2: 272 shares 272 $320K 0.03% -8 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: 422 shares; 2024Q4: 422 shares; 2025Q1: 449 shares; 2025Q2: 449 shares; 2025Q3: 449 shares; 2025Q4: 449 shares; 2026Q1: 447 shares; 2026Q2: 420 shares 420 $317K 0.03% -27 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,299 shares; 2024Q4: 1,299 shares; 2025Q1: 1,299 shares; 2025Q2: 1,009 shares; 2025Q3: 1,085 shares; 2025Q4: 1,085 shares; 2026Q1: 1,085 shares; 2026Q2: 1,055 shares 1,055 $315K 0.03% -30 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,243 shares; 2024Q4: 7,880 shares; 2025Q1: 7,708 shares; 2025Q2: 6,331 shares; 2025Q3: 6,376 shares; 2025Q4: 6,376 shares; 2026Q1: 6,259 shares; 2026Q2: 5,971 shares 5,971 $315K 0.03% -288 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,887 shares; 2024Q4: 15,992 shares; 2025Q1: 18,775 shares; 2025Q2: 20,173 shares; 2025Q3: 23,205 shares; 2025Q4: 24,431 shares; 2026Q1: 21,404 shares; 2026Q2: 7,816 shares 7,816 $315K 0.03% -13,588 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: 4,374 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,212 shares; 2025Q3: 3,342 shares; 2025Q4: 4,751 shares; 2026Q1: 3,301 shares; 2026Q2: 4,151 shares 4,151 $315K 0.03% +850 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: 2,079 shares; 2024Q4: not reported; 2025Q1: 1,717 shares; 2025Q2: not reported; 2025Q3: 1,813 shares; 2025Q4: 2,329 shares; 2026Q1: 2,221 shares; 2026Q2: 2,270 shares 2,270 $310K 0.03% +49 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,091 shares; 2024Q4: 973 shares; 2025Q1: 1,027 shares; 2025Q2: 1,064 shares; 2025Q3: 1,054 shares; 2025Q4: 1,054 shares; 2026Q1: 1,131 shares; 2026Q2: 1,103 shares 1,103 $310K 0.03% -28 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,408 shares; 2025Q2: 3,352 shares; 2025Q3: 4,485 shares; 2025Q4: 4,810 shares; 2026Q1: 5,419 shares; 2026Q2: 3,038 shares 3,038 $305K 0.03% -2,381 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: 9,224 shares; 2024Q4: 8,264 shares; 2025Q1: 7,152 shares; 2025Q2: 9,863 shares; 2025Q3: 8,289 shares; 2025Q4: 7,074 shares; 2026Q1: 6,450 shares; 2026Q2: 3,922 shares 3,922 $300K 0.03% -2,528 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,744 shares; 2025Q2: 14,687 shares; 2025Q3: 14,687 shares; 2025Q4: 14,153 shares; 2026Q1: 12,186 shares; 2026Q2: 12,958 shares 12,958 $300K 0.03% +772 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: 11,798 shares; 2024Q4: 11,198 shares; 2025Q1: 11,364 shares; 2025Q2: 12,594 shares; 2025Q3: 12,579 shares; 2025Q4: 12,602 shares; 2026Q1: 11,637 shares; 2026Q2: 12,025 shares 12,025 $290K 0.03% +388 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: 3,107 shares; 2025Q1: 3,107 shares; 2025Q2: 3,557 shares; 2025Q3: 3,557 shares; 2025Q4: 3,565 shares; 2026Q1: not reported; 2026Q2: 2,057 shares 2,057 $288K 0.03% new 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 reported; 2025Q2: not reported; 2025Q3: 6,906 shares; 2025Q4: 6,863 shares; 2026Q1: 7,181 shares; 2026Q2: 5,460 shares 5,460 $288K 0.03% -1,721 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,080 shares; 2024Q4: 3,600 shares; 2025Q1: 3,802 shares; 2025Q2: 3,281 shares; 2025Q3: 3,227 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,907 shares 6,907 $284K 0.03% new Timeline VMBS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,002 shares 6,002 $281K 0.03% new Timeline BBSC 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: 2,732 shares; 2026Q2: 2,979 shares 2,979 $274K 0.03% +247 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: 3,565 shares; 2024Q4: 3,038 shares; 2025Q1: 3,064 shares; 2025Q2: 2,919 shares; 2025Q3: 3,012 shares; 2025Q4: 2,986 shares; 2026Q1: 2,984 shares; 2026Q2: 2,822 shares 2,822 $272K 0.02% -162 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,767 shares; 2024Q4: 5,603 shares; 2025Q1: 5,540 shares; 2025Q2: 5,322 shares; 2025Q3: 5,074 shares; 2025Q4: 4,793 shares; 2026Q1: 4,594 shares; 2026Q2: 4,692 shares 4,692 $271K 0.02% +98 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,648 shares 9,648 $271K 0.02% new 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: 1,811 shares; 2025Q4: not reported; 2026Q1: 2,045 shares; 2026Q2: 1,948 shares 1,948 $268K 0.02% -97 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,157 shares; 2026Q1: 2,919 shares; 2026Q2: 2,863 shares 2,863 $267K 0.02% -56 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,415 shares; 2025Q3: 1,616 shares; 2025Q4: 1,616 shares; 2026Q1: 1,616 shares; 2026Q2: 1,616 shares 1,616 $265K 0.02% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,735 shares; 2026Q2: 4,735 shares 4,735 $265K 0.02% 0 Timeline SCHR 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: 10,215 shares; 2026Q2: 10,732 shares 10,732 $265K 0.02% +517 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: 4,094 shares; 2024Q4: 4,094 shares; 2025Q1: 3,578 shares; 2025Q2: 3,664 shares; 2025Q3: 3,534 shares; 2025Q4: 3,378 shares; 2026Q1: 2,843 shares; 2026Q2: 2,837 shares 2,837 $262K 0.02% -6 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 402 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 669 shares 669 $259K 0.02% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,246 shares; 2026Q2: 7,373 shares 7,373 $257K 0.02% -1,873 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,145 shares 1,145 $256K 0.02% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,054 shares; 2026Q2: 3,054 shares 3,054 $254K 0.02% 0 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,145 shares 1,145 $253K 0.02% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,791 shares; 2024Q4: 5,839 shares; 2025Q1: 6,217 shares; 2025Q2: 5,977 shares; 2025Q3: 5,890 shares; 2025Q4: 5,654 shares; 2026Q1: 5,678 shares; 2026Q2: 5,978 shares 5,978 $253K 0.02% +300 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,769 shares; 2025Q4: 2,636 shares; 2026Q1: 2,709 shares; 2026Q2: 2,749 shares 2,749 $252K 0.02% +40 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,428 shares 3,428 $251K 0.02% 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,908 shares 4,908 $247K 0.02% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,395 shares; 2024Q4: 7,987 shares; 2025Q1: 7,309 shares; 2025Q2: 5,191 shares; 2025Q3: 4,774 shares; 2025Q4: 4,774 shares; 2026Q1: 4,760 shares; 2026Q2: 4,630 shares 4,630 $244K 0.02% -130 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,186 shares; 2026Q1: 6,995 shares; 2026Q2: 6,951 shares 6,951 $243K 0.02% -44 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: 2,271 shares; 2024Q4: 2,743 shares; 2025Q1: 2,714 shares; 2025Q2: 2,729 shares; 2025Q3: 2,729 shares; 2025Q4: 2,679 shares; 2026Q1: 2,529 shares; 2026Q2: 2,529 shares 2,529 $242K 0.02% 0 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,571 shares; 2024Q4: 16,166 shares; 2025Q1: 16,166 shares; 2025Q2: 16,166 shares; 2025Q3: 16,166 shares; 2025Q4: 16,166 shares; 2026Q1: 16,166 shares; 2026Q2: 16,166 shares 16,166 $242K 0.02% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,892 shares; 2024Q4: 10,376 shares; 2025Q1: 10,376 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,443 shares; 2026Q2: 13,272 shares 13,272 $237K 0.02% +829 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 2,500 shares 2,500 $234K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,987 shares; 2026Q1: 1,837 shares; 2026Q2: 1,837 shares 1,837 $233K 0.02% 0 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,596 shares 4,596 $232K 0.02% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 634 shares; 2025Q4: 972 shares; 2026Q1: 843 shares; 2026Q2: 618 shares 618 $228K 0.02% -225 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,276 shares; 2025Q3: 1,276 shares; 2025Q4: 1,266 shares; 2026Q1: 1,242 shares; 2026Q2: 1,242 shares 1,242 $225K 0.02% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,542 shares 1,542 $223K 0.02% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 904 shares; 2026Q1: not reported; 2026Q2: 773 shares 773 $221K 0.02% new Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,702 shares 4,702 $221K 0.02% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,993 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,951 shares; 2026Q2: 2,121 shares 2,121 $220K 0.02% +170 Timeline BFLX BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,445 shares 8,445 $216K 0.02% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 187 shares 187 $216K 0.02% new Timeline DSI 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: 1,512 shares 1,512 $215K 0.02% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 499 shares 499 $213K 0.02% new Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,790 shares 4,790 $208K 0.02% new Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,252 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,205 shares 5,205 $208K 0.02% new Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,031 shares; 2026Q1: not reported; 2026Q2: 1,746 shares 1,746 $208K 0.02% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,302 shares 3,302 $208K 0.02% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 213 shares 213 $206K 0.02% 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 680 shares 680 $205K 0.02% new Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,500 shares; 2026Q1: 13,500 shares; 2026Q2: 13,500 shares 13,500 $203K 0.02% 0 Timeline