IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 492,993 shares; 2024Q4: 469,146 shares; 2025Q1: 461,280 shares; 2025Q2: 360,731 shares; 2025Q3: 358,452 shares; 2025Q4: 338,551 shares; 2026Q1: 340,350 shares; 2026Q2: 372,777 shares 372,777 $70.1M 7.89% +32,427 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: not reported; 2024Q4: 695 shares; 2025Q1: 695 shares; 2025Q2: 695 shares; 2025Q3: 27,443 shares; 2025Q4: 28,432 shares; 2026Q1: 41,188 shares; 2026Q2: 74,646 shares 74,646 $55.9M 6.29% +33,458 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: 374,280 shares; 2024Q4: 377,368 shares; 2025Q1: 368,348 shares; 2025Q2: 286,592 shares; 2025Q3: 289,628 shares; 2025Q4: 291,534 shares; 2026Q1: 291,421 shares; 2026Q2: 353,819 shares 353,819 $53.8M 6.06% +62,398 Timeline BUFD 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: 46,402 shares; 2024Q4: 32,314 shares; 2025Q1: 1,917,238 shares; 2025Q2: 1,933,867 shares; 2025Q3: 1,965,410 shares; 2025Q4: 1,987,567 shares; 2026Q1: 2,007,503 shares; 2026Q2: 1,739,605 shares 1,739,605 $51.7M 5.82% -267,898 Timeline ESN NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 124,839 shares; 2025Q1: 123,372 shares; 2025Q2: 1,750,561 shares; 2025Q3: 1,831,863 shares; 2025Q4: 1,891,621 shares; 2026Q1: 1,899,212 shares; 2026Q2: 2,274,028 shares 2,274,028 $45.2M 5.09% +374,816 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: 143,141 shares; 2024Q4: 137,268 shares; 2025Q1: 134,892 shares; 2025Q2: 143,610 shares; 2025Q3: 144,901 shares; 2025Q4: 143,618 shares; 2026Q1: 143,888 shares; 2026Q2: 137,688 shares 137,688 $41.7M 4.7% -6,200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,077,400 shares 1,077,400 $39.4M 4.43% new 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: 597,797 shares; 2024Q4: 553,139 shares; 2025Q1: 546,209 shares; 2025Q2: 574,665 shares; 2025Q3: 543,077 shares; 2025Q4: 533,293 shares; 2026Q1: 557,960 shares; 2026Q2: 761,427 shares 761,427 $35.1M 3.96% +203,467 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: 270,479 shares; 2024Q4: 300,708 shares; 2025Q1: 315,837 shares; 2025Q2: 317,476 shares; 2025Q3: 344,468 shares; 2025Q4: 412,470 shares; 2026Q1: 367,072 shares; 2026Q2: 255,720 shares 255,720 $26.2M 2.95% -111,352 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: 285,317 shares; 2024Q4: 439,449 shares; 2025Q1: 451,471 shares; 2025Q2: 465,015 shares; 2025Q3: 487,499 shares; 2025Q4: 531,250 shares; 2026Q1: 516,483 shares; 2026Q2: 488,882 shares 488,882 $25.6M 2.88% -27,601 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: 165,940 shares; 2024Q4: 157,852 shares; 2025Q1: 158,647 shares; 2025Q2: 150,916 shares; 2025Q3: 150,013 shares; 2025Q4: 151,264 shares; 2026Q1: 161,845 shares; 2026Q2: 164,287 shares 164,287 $22.6M 2.54% +2,442 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: 260,411 shares; 2024Q4: 257,731 shares; 2025Q1: 258,782 shares; 2025Q2: 398,067 shares; 2025Q3: 344,221 shares; 2025Q4: 348,362 shares; 2026Q1: 296,212 shares; 2026Q2: 308,358 shares 308,358 $21M 2.36% +12,146 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: 480,611 shares; 2024Q4: 660,589 shares; 2025Q1: 690,857 shares; 2025Q2: 674,903 shares; 2025Q3: 727,660 shares; 2025Q4: 820,334 shares; 2026Q1: 840,770 shares; 2026Q2: 916,872 shares 916,872 $19.4M 2.18% +76,102 Timeline BSCS 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: 724,552 shares; 2024Q4: 804,524 shares; 2025Q1: 811,321 shares; 2025Q2: 751,174 shares; 2025Q3: 788,226 shares; 2025Q4: 859,209 shares; 2026Q1: 872,980 shares; 2026Q2: 942,654 shares 942,654 $19.2M 2.16% +69,674 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232,350 shares; 2024Q4: 245,944 shares; 2025Q1: 247,630 shares; 2025Q2: 250,077 shares; 2025Q3: 256,299 shares; 2025Q4: 417,113 shares; 2026Q1: 414,479 shares; 2026Q2: 441,195 shares 441,195 $18.7M 2.11% +26,716 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,407 shares; 2025Q4: 104,426 shares; 2026Q1: 96,778 shares; 2026Q2: 81,347 shares 81,347 $18.5M 2.08% -15,431 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 321,607 shares; 2024Q4: 336,572 shares; 2025Q1: 340,366 shares; 2025Q2: 342,703 shares; 2025Q3: 350,342 shares; 2025Q4: 318,629 shares; 2026Q1: 321,061 shares; 2026Q2: 332,517 shares 332,517 $17.7M 1.99% +11,456 Timeline 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 181,464 shares; 2026Q1: 183,786 shares; 2026Q2: 207,613 shares 207,613 $17.2M 1.93% +23,827 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: 22,344 shares; 2025Q2: 395,490 shares; 2025Q3: 454,404 shares; 2025Q4: 545,664 shares; 2026Q1: 560,883 shares; 2026Q2: 645,037 shares 645,037 $16.6M 1.87% +84,154 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: 195,849 shares; 2024Q4: 197,992 shares; 2025Q1: 208,765 shares; 2025Q2: 243,837 shares; 2025Q3: 238,268 shares; 2025Q4: 247,196 shares; 2026Q1: 247,465 shares; 2026Q2: 239,484 shares 239,484 $14.6M 1.64% -7,981 Timeline BSCV 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: 550,382 shares; 2026Q1: 587,420 shares; 2026Q2: 846,268 shares 846,268 $13.9M 1.56% +258,848 Timeline BSCW 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: not reported; 2026Q2: 567,841 shares 567,841 $11.6M 1.31% new Timeline BSCR 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: 793,971 shares; 2024Q4: 855,470 shares; 2025Q1: 857,471 shares; 2025Q2: 812,048 shares; 2025Q3: 849,762 shares; 2025Q4: 915,861 shares; 2026Q1: 926,547 shares; 2026Q2: 567,953 shares 567,953 $11.1M 1.25% -358,594 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: 53,177 shares; 2024Q4: 60,175 shares; 2025Q1: 43,137 shares; 2025Q2: 52,500 shares; 2025Q3: 8,431 shares; 2025Q4: not reported; 2026Q1: 80,080 shares; 2026Q2: 87,986 shares 87,986 $10.9M 1.23% +7,906 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: 232,043 shares; 2025Q4: 243,221 shares; 2026Q1: 251,729 shares; 2026Q2: 203,565 shares 203,565 $10.7M 1.21% -48,164 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: 18,478 shares; 2025Q1: 18,893 shares; 2025Q2: 19,348 shares; 2025Q3: 20,034 shares; 2025Q4: 32,194 shares; 2026Q1: 33,679 shares; 2026Q2: 25,332 shares 25,332 $8.68M 0.98% -8,347 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: 139,058 shares; 2026Q2: 162,345 shares 162,345 $8.18M 0.92% +23,287 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,899 shares; 2025Q1: 8,347 shares; 2025Q2: 8,233 shares; 2025Q3: 8,092 shares; 2025Q4: 9,737 shares; 2026Q1: 9,761 shares; 2026Q2: 9,814 shares 9,814 $7.8M 0.88% +53 Timeline HELO 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: 83,008 shares; 2024Q4: 895,479 shares; 2025Q1: 915,803 shares; 2025Q2: 976,253 shares; 2025Q3: 961,084 shares; 2025Q4: 960,623 shares; 2026Q1: 967,024 shares; 2026Q2: 112,131 shares 112,131 $7.58M 0.85% -854,893 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 203,423 shares 203,423 $7.45M 0.84% new Timeline IDEF 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: 179,828 shares; 2026Q2: 233,931 shares 233,931 $7.43M 0.84% +54,103 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,413 shares; 2024Q4: 119,071 shares; 2025Q1: 116,643 shares; 2025Q2: 118,102 shares; 2025Q3: 120,173 shares; 2025Q4: 111,380 shares; 2026Q1: 111,351 shares; 2026Q2: 109,467 shares 109,467 $7.27M 0.82% -1,884 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: 92,408 shares; 2024Q4: 90,789 shares; 2025Q1: 84,680 shares; 2025Q2: 83,115 shares; 2025Q3: 73,360 shares; 2025Q4: 75,053 shares; 2026Q1: 74,362 shares; 2026Q2: 72,975 shares 72,975 $7.12M 0.8% -1,387 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: 58,347 shares; 2024Q4: 65,356 shares; 2025Q1: 51,667 shares; 2025Q2: 54,634 shares; 2025Q3: 59,712 shares; 2025Q4: 60,936 shares; 2026Q1: 63,898 shares; 2026Q2: 73,512 shares 73,512 $6.95M 0.78% +9,614 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: 11,432 shares; 2024Q4: 14,472 shares; 2025Q1: 14,454 shares; 2025Q2: 16,869 shares; 2025Q3: 19,182 shares; 2025Q4: 20,439 shares; 2026Q1: 248,034 shares; 2026Q2: 285,832 shares 285,832 $6.51M 0.73% +37,798 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: 90,168 shares; 2024Q4: 108,473 shares; 2025Q1: 77,079 shares; 2025Q2: 87,129 shares; 2025Q3: 214,706 shares; 2025Q4: 190,504 shares; 2026Q1: 190,167 shares; 2026Q2: 80,653 shares 80,653 $6.17M 0.7% -109,514 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: 36,544 shares; 2025Q2: 52,594 shares; 2025Q3: 72,151 shares; 2025Q4: 72,215 shares; 2026Q1: 75,755 shares; 2026Q2: 60,819 shares 60,819 $6.1M 0.69% -14,936 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 193,603 shares; 2025Q4: 199,795 shares; 2026Q1: 216,682 shares; 2026Q2: 137,517 shares 137,517 $5.93M 0.67% -79,165 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: 334,250 shares; 2024Q4: 376,673 shares; 2025Q1: 313,658 shares; 2025Q2: 355,506 shares; 2025Q3: 146,890 shares; 2025Q4: 88,104 shares; 2026Q1: 85,338 shares; 2026Q2: 80,147 shares 80,147 $5.71M 0.64% -5,191 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: 16,441 shares; 2024Q4: 15,398 shares; 2025Q1: 16,053 shares; 2025Q2: 17,808 shares; 2025Q3: 17,512 shares; 2025Q4: 18,152 shares; 2026Q1: 18,131 shares; 2026Q2: 69,800 shares 69,800 $5.62M 0.63% +51,669 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: 10,592 shares; 2024Q4: 10,823 shares; 2025Q1: 10,365 shares; 2025Q2: 11,002 shares; 2025Q3: 10,857 shares; 2025Q4: 10,972 shares; 2026Q1: 10,982 shares; 2026Q2: 10,915 shares 10,915 $5.46M 0.61% -67 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: 31,759 shares; 2024Q4: 31,017 shares; 2025Q1: 31,276 shares; 2025Q2: 35,038 shares; 2025Q3: 34,577 shares; 2025Q4: 35,410 shares; 2026Q1: 37,414 shares; 2026Q2: 30,512 shares 30,512 $5.01M 0.56% -6,902 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: 175,743 shares 175,743 $4.93M 0.56% new Timeline VPU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,687 shares; 2026Q1: 22,047 shares; 2026Q2: 22,171 shares 22,171 $4.34M 0.49% +124 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: 69,730 shares; 2024Q4: 67,879 shares; 2025Q1: 62,547 shares; 2025Q2: 34,965 shares; 2025Q3: 6,815 shares; 2025Q4: 7,035 shares; 2026Q1: 6,407 shares; 2026Q2: 6,165 shares 6,165 $4.23M 0.48% -242 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: 77,503 shares 77,503 $3.9M 0.44% new 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: 15,378 shares; 2024Q4: 15,757 shares; 2025Q1: 14,454 shares; 2025Q2: 15,053 shares; 2025Q3: 15,273 shares; 2025Q4: 15,179 shares; 2026Q1: 15,183 shares; 2026Q2: 14,980 shares 14,980 $3.57M 0.4% -203 Timeline BSJQ 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: 720,672 shares; 2024Q4: 772,970 shares; 2025Q1: 758,569 shares; 2025Q2: 722,580 shares; 2025Q3: 732,238 shares; 2025Q4: 335,035 shares; 2026Q1: 266,906 shares; 2026Q2: 147,878 shares 147,878 $3.39M 0.38% -119,028 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: 11,067 shares; 2024Q4: 11,169 shares; 2025Q1: 10,694 shares; 2025Q2: 10,292 shares; 2025Q3: 10,507 shares; 2025Q4: 10,480 shares; 2026Q1: 10,463 shares; 2026Q2: 10,365 shares 10,365 $3M 0.34% -98 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: not reported; 2024Q4: 8,625 shares; 2025Q1: 7,951 shares; 2025Q2: 8,567 shares; 2025Q3: 7,829 shares; 2025Q4: 7,833 shares; 2026Q1: 7,803 shares; 2026Q2: 7,615 shares 7,615 $2.84M 0.32% -188 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: 5,688 shares; 2025Q1: 5,160 shares; 2025Q2: 5,272 shares; 2025Q3: 5,162 shares; 2025Q4: 5,297 shares; 2026Q1: 5,221 shares; 2026Q2: 31,261 shares 31,261 $2.69M 0.3% +26,040 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: not reported; 2024Q4: 2,880 shares; 2025Q1: 2,753 shares; 2025Q2: 2,834 shares; 2025Q3: 2,797 shares; 2025Q4: 2,684 shares; 2026Q1: 2,683 shares; 2026Q2: 2,679 shares 2,679 $2M 0.23% -4 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: 3,882 shares; 2025Q1: 3,755 shares; 2025Q2: 3,829 shares; 2025Q3: 3,173 shares; 2025Q4: 3,174 shares; 2026Q1: 3,150 shares; 2026Q2: 3,111 shares 3,111 $1.97M 0.22% -39 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: 51,560 shares; 2025Q1: 72,059 shares; 2025Q2: 33,064 shares; 2025Q3: 55,789 shares; 2025Q4: 52,214 shares; 2026Q1: 20,928 shares; 2026Q2: 24,569 shares 24,569 $1.86M 0.21% +3,641 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: 122,554 shares; 2024Q4: 169,138 shares; 2025Q1: 171,174 shares; 2025Q2: 171,356 shares; 2025Q3: 175,771 shares; 2025Q4: 37,070 shares; 2026Q1: 34,394 shares; 2026Q2: 22,782 shares 22,782 $1.77M 0.2% -11,612 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,794 shares; 2025Q1: 7,672 shares; 2025Q2: 8,066 shares; 2025Q3: 7,922 shares; 2025Q4: 7,891 shares; 2026Q1: 7,803 shares; 2026Q2: 7,713 shares 7,713 $1.72M 0.19% -90 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: 24,847 shares; 2024Q4: 23,699 shares; 2025Q1: 23,290 shares; 2025Q2: 23,397 shares; 2025Q3: 22,875 shares; 2025Q4: 25,645 shares; 2026Q1: 25,028 shares; 2026Q2: 23,885 shares 23,885 $1.66M 0.19% -1,143 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: 56,278 shares; 2024Q4: 63,447 shares; 2025Q1: 65,755 shares; 2025Q2: 67,552 shares; 2025Q3: 64,369 shares; 2025Q4: 70,098 shares; 2026Q1: 69,798 shares; 2026Q2: 71,490 shares 71,490 $1.6M 0.18% +1,692 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: 9,482 shares; 2025Q1: 9,445 shares; 2025Q2: 9,353 shares; 2025Q3: 9,353 shares; 2025Q4: 9,362 shares; 2026Q1: 9,362 shares; 2026Q2: 9,362 shares 9,362 $1.39M 0.16% 0 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: 14,088 shares; 2024Q4: 13,537 shares; 2025Q1: 9,048 shares; 2025Q2: 8,554 shares; 2025Q3: 8,412 shares; 2025Q4: 8,219 shares; 2026Q1: 8,226 shares; 2026Q2: 16,636 shares 16,636 $1.37M 0.15% +8,410 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: not reported; 2024Q4: 1,182 shares; 2025Q1: 1,183 shares; 2025Q2: 1,154 shares; 2025Q3: 1,155 shares; 2025Q4: 1,206 shares; 2026Q1: 1,206 shares; 2026Q2: 1,212 shares 1,212 $1.29M 0.15% +6 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,965 shares; 2025Q1: 10,472 shares; 2025Q2: 10,713 shares; 2025Q3: 10,961 shares; 2025Q4: 11,347 shares; 2026Q1: 11,768 shares; 2026Q2: 11,754 shares 11,754 $1.27M 0.14% -14 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: not reported; 2024Q4: 3,127 shares; 2025Q1: 2,819 shares; 2025Q2: 2,919 shares; 2025Q3: 2,871 shares; 2025Q4: 2,835 shares; 2026Q1: 2,856 shares; 2026Q2: 2,856 shares 2,856 $1.2M 0.14% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,859 shares; 2025Q1: 10,042 shares; 2025Q2: 10,287 shares; 2025Q3: 10,107 shares; 2025Q4: 9,997 shares; 2026Q1: 10,096 shares; 2026Q2: 10,507 shares 10,507 $1.19M 0.13% +411 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: not reported; 2024Q4: 4,775 shares; 2025Q1: 4,641 shares; 2025Q2: 5,426 shares; 2025Q3: 5,500 shares; 2025Q4: 5,550 shares; 2026Q1: 5,448 shares; 2026Q2: 5,504 shares 5,504 $1.1M 0.12% +56 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: 15,898 shares; 2024Q4: 22,185 shares; 2025Q1: 25,476 shares; 2025Q2: 27,076 shares; 2025Q3: 33,146 shares; 2025Q4: 42,647 shares; 2026Q1: 43,044 shares; 2026Q2: 46,330 shares 46,330 $1.01M 0.11% +3,286 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,414 shares; 2024Q4: 88,299 shares; 2025Q1: 89,748 shares; 2025Q2: 88,780 shares; 2025Q3: 91,906 shares; 2025Q4: 18,560 shares; 2026Q1: 19,561 shares; 2026Q2: 13,378 shares 13,378 $982K 0.11% -6,183 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: not reported; 2024Q4: 3,410 shares; 2025Q1: 3,410 shares; 2025Q2: 3,410 shares; 2025Q3: 3,410 shares; 2025Q4: 3,375 shares; 2026Q1: 3,124 shares; 2026Q2: 3,124 shares 3,124 $957K 0.11% 0 Timeline CWB 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: 10,056 shares; 2024Q4: 12,061 shares; 2025Q1: 11,254 shares; 2025Q2: 9,779 shares; 2025Q3: 10,429 shares; 2025Q4: 10,731 shares; 2026Q1: 9,588 shares; 2026Q2: 8,455 shares 8,455 $912K 0.1% -1,133 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: not reported; 2024Q4: 5,132 shares; 2025Q1: 4,644 shares; 2025Q2: 4,890 shares; 2025Q3: 4,892 shares; 2025Q4: 4,806 shares; 2026Q1: 4,808 shares; 2026Q2: 4,556 shares 4,556 $900K 0.1% -252 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,456 shares; 2024Q4: 15,839 shares; 2025Q1: 15,790 shares; 2025Q2: 16,388 shares; 2025Q3: 16,212 shares; 2025Q4: 16,692 shares; 2026Q1: 16,886 shares; 2026Q2: 17,494 shares 17,494 $873K 0.1% +608 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,018 shares; 2024Q4: 25,767 shares; 2025Q1: 18,745 shares; 2025Q2: 17,375 shares; 2025Q3: 17,955 shares; 2025Q4: 17,550 shares; 2026Q1: 17,296 shares; 2026Q2: 17,269 shares 17,269 $849K 0.1% -27 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: 2,606 shares; 2025Q1: 2,388 shares; 2025Q2: 2,587 shares; 2025Q3: 2,610 shares; 2025Q4: 2,544 shares; 2026Q1: 2,547 shares; 2026Q2: 2,551 shares 2,551 $842K 0.09% +4 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,765 shares; 2025Q1: 4,508 shares; 2025Q2: 4,418 shares; 2025Q3: 4,418 shares; 2025Q4: 4,260 shares; 2026Q1: 4,261 shares; 2026Q2: 4,130 shares 4,130 $826K 0.09% -131 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS 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: 6,018 shares 6,018 $823K 0.09% new 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: 12,208 shares; 2024Q4: 11,493 shares; 2025Q1: 10,772 shares; 2025Q2: 10,596 shares; 2025Q3: 10,596 shares; 2025Q4: 10,369 shares; 2026Q1: 10,145 shares; 2026Q2: 10,145 shares 10,145 $782K 0.09% 0 Timeline PRF 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: 14,469 shares; 2024Q4: 14,469 shares; 2025Q1: 14,234 shares; 2025Q2: 14,234 shares; 2025Q3: 14,234 shares; 2025Q4: 14,234 shares; 2026Q1: 14,234 shares; 2026Q2: 14,234 shares 14,234 $769K 0.09% 0 Timeline RLY 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: 23,407 shares; 2024Q4: 23,424 shares; 2025Q1: 21,043 shares; 2025Q2: 20,526 shares; 2025Q3: 20,531 shares; 2025Q4: 19,034 shares; 2026Q1: 18,766 shares; 2026Q2: 21,271 shares 21,271 $734K 0.08% +2,505 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: not reported; 2024Q4: 2,626 shares; 2025Q1: 2,626 shares; 2025Q2: 2,107 shares; 2025Q3: 1,979 shares; 2025Q4: 1,977 shares; 2026Q1: 1,977 shares; 2026Q2: 1,950 shares 1,950 $722K 0.08% -27 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: 76,712 shares; 2024Q4: 79,639 shares; 2025Q1: 92,949 shares; 2025Q2: 99,509 shares; 2025Q3: 83,709 shares; 2025Q4: 44,225 shares; 2026Q1: 45,697 shares; 2026Q2: 3,168 shares 3,168 $695K 0.08% -42,529 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: 3,016 shares; 2025Q1: 3,082 shares; 2025Q2: 3,082 shares; 2025Q3: 3,082 shares; 2025Q4: 3,043 shares; 2026Q1: 3,004 shares; 2026Q2: 3,032 shares 3,032 $661K 0.07% +28 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 506 shares; 2025Q1: 401 shares; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 7,053 shares 7,053 $650K 0.07% +53 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: not reported; 2025Q1: 3,243 shares; 2025Q2: 5,906 shares; 2025Q3: 6,176 shares; 2025Q4: 7,137 shares; 2026Q1: 7,336 shares; 2026Q2: 7,137 shares 7,137 $627K 0.07% -199 Timeline TOPT 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: 8,423 shares; 2025Q2: 16,262 shares; 2025Q3: 17,197 shares; 2025Q4: 17,914 shares; 2026Q1: 18,136 shares; 2026Q2: 18,459 shares 18,459 $608K 0.07% +323 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: not reported; 2024Q4: 1,512 shares; 2025Q1: 1,520 shares; 2025Q2: 1,522 shares; 2025Q3: 1,570 shares; 2025Q4: 1,571 shares; 2026Q1: 1,572 shares; 2026Q2: 1,574 shares 1,574 $555K 0.06% +2 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: 1,232 shares; 2025Q1: 1,241 shares; 2025Q2: 1,369 shares; 2025Q3: 1,455 shares; 2025Q4: 1,477 shares; 2026Q1: 1,477 shares; 2026Q2: 1,477 shares 1,477 $544K 0.06% 0 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: not reported; 2024Q4: 1,432 shares; 2025Q1: 1,370 shares; 2025Q2: 1,437 shares; 2025Q3: 1,435 shares; 2025Q4: 1,437 shares; 2026Q1: 1,468 shares; 2026Q2: 1,466 shares 1,466 $518K 0.06% -2 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,521 shares; 2025Q1: 3,521 shares; 2025Q2: 3,421 shares; 2025Q3: 3,321 shares; 2025Q4: 3,189 shares; 2026Q1: 3,189 shares; 2026Q2: 3,364 shares 3,364 $482K 0.05% +175 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,130 shares; 2025Q1: 4,280 shares; 2025Q2: 4,280 shares; 2025Q3: 4,280 shares; 2025Q4: 4,280 shares; 2026Q1: 4,205 shares; 2026Q2: 4,205 shares 4,205 $475K 0.05% 0 Timeline AOK 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: 9,433 shares; 2025Q1: 8,507 shares; 2025Q2: 8,582 shares; 2025Q3: 8,531 shares; 2025Q4: 9,191 shares; 2026Q1: 10,426 shares; 2026Q2: 11,051 shares 11,051 $458K 0.05% +625 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,262 shares 3,262 $455K 0.05% new Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,983 shares; 2025Q1: 1,983 shares; 2025Q2: 1,983 shares; 2025Q3: 1,983 shares; 2025Q4: 1,935 shares; 2026Q1: 1,935 shares; 2026Q2: 2,157 shares 2,157 $443K 0.05% +222 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,540 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,345 shares; 2025Q4: 1,445 shares; 2026Q1: 1,445 shares; 2026Q2: 1,445 shares 1,445 $423K 0.05% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,565 shares; 2025Q1: 2,577 shares; 2025Q2: 2,588 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,623 shares; 2026Q2: 2,631 shares 2,631 $410K 0.05% +8 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 530 shares; 2025Q1: 529 shares; 2025Q2: 686 shares; 2025Q3: 528 shares; 2025Q4: 546 shares; 2026Q1: 594 shares; 2026Q2: 557 shares 557 $410K 0.05% -37 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,366 shares; 2025Q1: 1,366 shares; 2025Q2: 1,381 shares; 2025Q3: 1,381 shares; 2025Q4: 1,381 shares; 2026Q1: 1,381 shares; 2026Q2: 1,381 shares 1,381 $389K 0.04% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,408 shares; 2025Q1: 4,407 shares; 2025Q2: 4,740 shares; 2025Q3: 5,020 shares; 2025Q4: 5,332 shares; 2026Q1: 5,198 shares; 2026Q2: 3,916 shares 3,916 $378K 0.04% -1,282 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: not reported; 2024Q4: 7,397 shares; 2025Q1: 6,833 shares; 2025Q2: 6,871 shares; 2025Q3: 6,873 shares; 2025Q4: 6,633 shares; 2026Q1: 6,633 shares; 2026Q2: 6,309 shares 6,309 $377K 0.04% -324 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 920 shares; 2025Q4: 1,011 shares; 2026Q1: 1,033 shares; 2026Q2: 1,035 shares 1,035 $370K 0.04% +2 Timeline LCTU 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: 2,931 shares; 2026Q2: 4,491 shares 4,491 $360K 0.04% +1,560 Timeline EAGG 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: 7,457 shares 7,457 $354K 0.04% new 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: 19,045 shares; 2024Q4: 18,435 shares; 2025Q1: 20,039 shares; 2025Q2: 24,599 shares; 2025Q3: 25,064 shares; 2025Q4: 25,608 shares; 2026Q1: 24,213 shares; 2026Q2: 24,839 shares 24,839 $345K 0.04% +626 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: not reported; 2026Q1: not reported; 2026Q2: 1,968 shares 1,968 $322K 0.04% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,969 shares; 2025Q1: 2,010 shares; 2025Q2: 1,943 shares; 2025Q3: 1,943 shares; 2025Q4: 1,944 shares; 2026Q1: 1,945 shares; 2026Q2: 1,945 shares 1,945 $307K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,928 shares; 2026Q1: 8,937 shares; 2026Q2: 8,944 shares 8,944 $303K 0.03% +7 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,288 shares; 2024Q4: 33,343 shares; 2025Q1: 34,504 shares; 2025Q2: 30,192 shares; 2025Q3: 1,811 shares; 2025Q4: 1,600 shares; 2026Q1: 1,332 shares; 2026Q2: 1,168 shares 1,168 $295K 0.03% -164 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,619 shares; 2025Q1: 8,619 shares; 2025Q2: 8,619 shares; 2025Q3: 8,619 shares; 2025Q4: 8,619 shares; 2026Q1: 8,618 shares; 2026Q2: 8,618 shares 8,618 $282K 0.03% 0 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: not reported; 2024Q4: 8,808 shares; 2025Q1: 8,808 shares; 2025Q2: 8,808 shares; 2025Q3: 8,808 shares; 2025Q4: 8,808 shares; 2026Q1: 8,808 shares; 2026Q2: 8,808 shares 8,808 $279K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 986 shares; 2026Q1: 1,047 shares; 2026Q2: 1,090 shares 1,090 $277K 0.03% +43 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,156 shares; 2025Q2: 3,160 shares; 2025Q3: 3,307 shares; 2025Q4: 3,317 shares; 2026Q1: 3,397 shares; 2026Q2: 3,403 shares 3,403 $277K 0.03% +6 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: 237 shares 237 $274K 0.03% new 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: not reported; 2024Q4: 2,293 shares; 2025Q1: not reported; 2025Q2: 2,293 shares; 2025Q3: 2,293 shares; 2025Q4: 2,293 shares; 2026Q1: 2,293 shares; 2026Q2: 2,293 shares 2,293 $269K 0.03% 0 Timeline NUBD 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: 37,615 shares; 2024Q4: 36,164 shares; 2025Q1: 33,654 shares; 2025Q2: 31,370 shares; 2025Q3: 28,125 shares; 2025Q4: 24,115 shares; 2026Q1: 20,913 shares; 2026Q2: 11,910 shares 11,910 $264K 0.03% -9,003 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: 924 shares; 2025Q3: 899 shares; 2025Q4: 899 shares; 2026Q1: 899 shares; 2026Q2: 691 shares 691 $258K 0.03% -208 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,955 shares; 2024Q4: 85,723 shares; 2025Q1: 119,761 shares; 2025Q2: 144,594 shares; 2025Q3: 3,329 shares; 2025Q4: 2,713 shares; 2026Q1: 2,324 shares; 2026Q2: 2,313 shares 2,313 $255K 0.03% -11 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: 1,777 shares 1,777 $253K 0.03% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 904 shares; 2025Q4: 909 shares; 2026Q1: 915 shares; 2026Q2: 919 shares 919 $250K 0.03% +4 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: not reported; 2024Q4: 6,777 shares; 2025Q1: 6,645 shares; 2025Q2: 6,270 shares; 2025Q3: 5,767 shares; 2025Q4: 4,438 shares; 2026Q1: 4,136 shares; 2026Q2: 2,063 shares 2,063 $241K 0.03% -2,073 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: 3,161 shares; 2025Q4: 3,161 shares; 2026Q1: 3,161 shares; 2026Q2: 3,161 shares 3,161 $240K 0.03% 0 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: not reported; 2024Q4: 392 shares; 2025Q1: 392 shares; 2025Q2: 392 shares; 2025Q3: 393 shares; 2025Q4: 408 shares; 2026Q1: 418 shares; 2026Q2: 418 shares 418 $236K 0.03% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,738 shares; 2025Q3: 4,371 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,272 shares 2,272 $232K 0.03% 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: 13,695 shares; 2025Q1: 13,980 shares; 2025Q2: 13,833 shares; 2025Q3: not reported; 2025Q4: 6,582 shares; 2026Q1: 6,612 shares; 2026Q2: 6,642 shares 6,642 $231K 0.03% +30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 704 shares 704 $231K 0.03% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 190 shares 190 $228K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,808 shares 9,808 $227K 0.03% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,520 shares; 2025Q1: 1,430 shares; 2025Q2: 1,528 shares; 2025Q3: 1,528 shares; 2025Q4: 1,514 shares; 2026Q1: 1,505 shares; 2026Q2: 1,504 shares 1,504 $221K 0.02% -1 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,455 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,021 shares; 2025Q4: 3,021 shares; 2026Q1: 2,839 shares; 2026Q2: 2,839 shares 2,839 $217K 0.02% 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: not reported; 2026Q2: 8,023 shares 8,023 $211K 0.02% new Timeline IJT 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: 1,175 shares 1,175 $210K 0.02% new 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: 234 shares; 2026Q2: 178 shares 178 $209K 0.02% -56 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 590 shares 590 $202K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 852 shares 852 $202K 0.02% new Timeline PSQH PSQ HOLDINGS INC More: the full row for PSQ HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,146 shares 10,146 $4.09K <0.01% new Timeline