DFAI 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 loaded; 2024Q4: 153,826 shares; 2025Q1: 110,592 shares; 2025Q2: 116,871 shares; 2025Q3: 227,170 shares; 2025Q4: 233,188 shares; 2026Q1: 235,127 shares; 2026Q2: 238,031 shares 238,031 $9.82M 6.37% +2,904 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,994 shares; 2025Q3: 85,863 shares; 2025Q4: 108,762 shares; 2026Q1: 166,464 shares; 2026Q2: 162,857 shares 162,857 $8.26M 5.36% -3,607 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: not loaded; 2024Q4: 41,389 shares; 2025Q1: 25,388 shares; 2025Q2: 24,202 shares; 2025Q3: 24,140 shares; 2025Q4: 24,469 shares; 2026Q1: 24,164 shares; 2026Q2: 25,169 shares 25,169 $7.28M 4.73% +1,005 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 67,904 shares; 2025Q1: 51,396 shares; 2025Q2: 60,227 shares; 2025Q3: 65,941 shares; 2025Q4: 69,732 shares; 2026Q1: 69,023 shares; 2026Q2: 69,332 shares 69,332 $6.25M 4.06% +309 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 129,199 shares; 2025Q1: 97,712 shares; 2025Q2: 45,620 shares; 2025Q3: 76,632 shares; 2025Q4: 84,545 shares; 2026Q1: 84,793 shares; 2026Q2: 87,115 shares 87,115 $6.09M 3.95% +2,322 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 75,961 shares; 2025Q1: 61,850 shares; 2025Q2: 65,331 shares; 2025Q3: 71,061 shares; 2025Q4: 72,757 shares; 2026Q1: 73,222 shares; 2026Q2: 75,759 shares 75,759 $5.81M 3.77% +2,537 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: not loaded; 2024Q4: 35,836 shares; 2025Q1: 27,746 shares; 2025Q2: 45,391 shares; 2025Q3: 45,055 shares; 2025Q4: 43,544 shares; 2026Q1: 42,413 shares; 2026Q2: 42,074 shares 42,074 $5.01M 3.25% -339 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 26,499 shares; 2025Q2: 33,430 shares; 2025Q3: 47,386 shares; 2025Q4: 70,435 shares; 2026Q1: 85,946 shares; 2026Q2: 89,288 shares 89,288 $4.03M 2.62% +3,342 Timeline TGRW T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 76,980 shares; 2025Q1: 76,980 shares; 2025Q2: 76,980 shares; 2025Q3: 76,980 shares; 2025Q4: 76,980 shares; 2026Q1: 76,980 shares; 2026Q2: 76,980 shares 76,980 $3.67M 2.38% 0 Timeline SJNK 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 loaded; 2024Q4: not reported; 2025Q1: 80,110 shares; 2025Q2: 98,262 shares; 2025Q3: 104,475 shares; 2025Q4: 110,861 shares; 2026Q1: 119,760 shares; 2026Q2: 142,195 shares 142,195 $3.56M 2.31% +22,435 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 loaded; 2024Q4: 17,987 shares; 2025Q1: 12,798 shares; 2025Q2: 5,395 shares; 2025Q3: 7,119 shares; 2025Q4: 8,828 shares; 2026Q1: 9,706 shares; 2026Q2: 11,030 shares 11,030 $3.38M 2.19% +1,324 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 loaded; 2024Q4: not reported; 2025Q1: 7,177 shares; 2025Q2: 9,812 shares; 2025Q3: 13,441 shares; 2025Q4: 15,525 shares; 2026Q1: 15,597 shares; 2026Q2: 16,379 shares 16,379 $3.24M 2.1% +782 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: not loaded; 2024Q4: 15,932 shares; 2025Q1: 26,961 shares; 2025Q2: 41,021 shares; 2025Q3: 47,040 shares; 2025Q4: 41,925 shares; 2026Q1: 62,627 shares; 2026Q2: 54,233 shares 54,233 $3.16M 2.05% -8,394 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 89,899 shares; 2025Q1: 52,977 shares; 2025Q2: 49,798 shares; 2025Q3: 45,713 shares; 2025Q4: 43,341 shares; 2026Q1: 42,512 shares; 2026Q2: 41,401 shares 41,401 $3.14M 2.04% -1,111 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 loaded; 2024Q4: 3,209 shares; 2025Q1: 2,109 shares; 2025Q2: 2,092 shares; 2025Q3: 5,082 shares; 2025Q4: 5,109 shares; 2026Q1: 5,068 shares; 2026Q2: 5,120 shares 5,120 $2.97M 1.93% +52 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,236 shares; 2025Q1: 6,185 shares; 2025Q2: 6,189 shares; 2025Q3: 6,189 shares; 2025Q4: 6,169 shares; 2026Q1: 4,098 shares; 2026Q2: 4,073 shares 4,073 $2.93M 1.9% -25 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 loaded; 2024Q4: 4,374 shares; 2025Q1: 4,676 shares; 2025Q2: 4,134 shares; 2025Q3: 3,861 shares; 2025Q4: 3,935 shares; 2026Q1: 3,857 shares; 2026Q2: 3,856 shares 3,856 $2.84M 1.84% -1 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: not loaded; 2024Q4: not reported; 2025Q1: 4,360 shares; 2025Q2: 4,360 shares; 2025Q3: 4,413 shares; 2025Q4: 4,413 shares; 2026Q1: 4,413 shares; 2026Q2: 4,413 shares 4,413 $2.83M 1.84% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,284 shares; 2025Q1: 3,756 shares; 2025Q2: 3,747 shares; 2025Q3: 3,735 shares; 2025Q4: 3,617 shares; 2026Q1: 3,617 shares; 2026Q2: 3,591 shares 3,591 $2.68M 1.74% -26 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,940 shares; 2025Q1: 5,971 shares; 2025Q2: 5,971 shares; 2025Q3: 5,971 shares; 2025Q4: 11,943 shares; 2026Q1: 11,943 shares; 2026Q2: 11,942 shares 11,942 $2.28M 1.48% -1 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 52,672 shares; 2025Q1: 27,986 shares; 2025Q2: 28,000 shares; 2025Q3: 28,751 shares; 2025Q4: 28,562 shares; 2026Q1: 28,277 shares; 2026Q2: 27,653 shares 27,653 $2.24M 1.46% -624 Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 14,000 shares; 2026Q2: 14,000 shares 14,000 $2.17M 1.41% 0 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 loaded; 2024Q4: 12,274 shares; 2025Q1: 9,143 shares; 2025Q2: 9,606 shares; 2025Q3: 9,846 shares; 2025Q4: 10,211 shares; 2026Q1: 10,193 shares; 2026Q2: 10,469 shares 10,469 $2.09M 1.36% +276 Timeline DFAU 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 loaded; 2024Q4: 44,775 shares; 2025Q1: 44,935 shares; 2025Q2: 33,217 shares; 2025Q3: 35,429 shares; 2025Q4: 37,070 shares; 2026Q1: 39,302 shares; 2026Q2: 40,232 shares 40,232 $2.08M 1.35% +930 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: not loaded; 2024Q4: 857 shares; 2025Q1: 754 shares; 2025Q2: 1,788 shares; 2025Q3: 1,812 shares; 2025Q4: 1,825 shares; 2026Q1: 1,818 shares; 2026Q2: 3,811 shares 3,811 $1.91M 1.24% +1,993 Timeline QCJL 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,750 shares; 2025Q3: 86,205 shares; 2025Q4: 78,626 shares; 2026Q1: 75,323 shares; 2026Q2: 74,602 shares 74,602 $1.87M 1.21% -721 Timeline SCHB 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 loaded; 2024Q4: 90,906 shares; 2025Q1: 48,036 shares; 2025Q2: 48,786 shares; 2025Q3: 48,786 shares; 2025Q4: 46,656 shares; 2026Q1: 61,656 shares; 2026Q2: 62,911 shares 62,911 $1.82M 1.18% +1,255 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 loaded; 2024Q4: 3,950 shares; 2025Q1: 3,257 shares; 2025Q2: 3,184 shares; 2025Q3: 3,184 shares; 2025Q4: 3,221 shares; 2026Q1: 3,193 shares; 2026Q2: 3,221 shares 3,221 $1.81M 1.18% +28 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 58,772 shares; 2025Q1: 61,725 shares; 2025Q2: 42,835 shares; 2025Q3: 46,528 shares; 2025Q4: 41,616 shares; 2026Q1: 38,196 shares; 2026Q2: 33,817 shares 33,817 $1.71M 1.11% -4,379 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: not loaded; 2024Q4: 3,600 shares; 2025Q1: 2,243 shares; 2025Q2: 2,445 shares; 2025Q3: 4,039 shares; 2025Q4: 5,180 shares; 2026Q1: 5,425 shares; 2026Q2: 5,597 shares 5,597 $1.7M 1.1% +172 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,606 shares 4,606 $1.68M 1.09% new 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 loaded; 2024Q4: 4,116 shares; 2025Q1: 3,842 shares; 2025Q2: 3,966 shares; 2025Q3: 3,962 shares; 2025Q4: 3,975 shares; 2026Q1: 3,993 shares; 2026Q2: 4,001 shares 4,001 $1.68M 1.09% +8 Timeline DJAN 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,322 shares; 2025Q3: 41,425 shares; 2025Q4: 39,315 shares; 2026Q1: 37,255 shares; 2026Q2: 36,927 shares 36,927 $1.68M 1.09% -328 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,625 shares; 2025Q1: 12,992 shares; 2025Q2: 13,074 shares; 2025Q3: 13,130 shares; 2025Q4: 13,275 shares; 2026Q1: 13,204 shares; 2026Q2: 13,193 shares 13,193 $1.54M 1% -11 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: not loaded; 2024Q4: 6,856 shares; 2025Q1: 6,114 shares; 2025Q2: 6,199 shares; 2025Q3: 6,236 shares; 2025Q4: 6,237 shares; 2026Q1: 6,196 shares; 2026Q2: 5,951 shares 5,951 $1.42M 0.92% -245 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 loaded; 2024Q4: 2,877 shares; 2025Q1: 2,815 shares; 2025Q2: 2,963 shares; 2025Q3: 2,978 shares; 2025Q4: 3,057 shares; 2026Q1: 3,267 shares; 2026Q2: 3,445 shares 3,445 $1.29M 0.83% +178 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,143 shares; 2025Q1: 9,651 shares; 2025Q2: 9,488 shares; 2025Q3: 9,488 shares; 2025Q4: 9,488 shares; 2026Q1: 18,976 shares; 2026Q2: 18,976 shares 18,976 $1.19M 0.77% 0 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: not loaded; 2024Q4: 3,159 shares; 2025Q1: 1,634 shares; 2025Q2: 1,642 shares; 2025Q3: 2,398 shares; 2025Q4: 2,421 shares; 2026Q1: 2,398 shares; 2026Q2: 4,720 shares 4,720 $1.19M 0.77% +2,322 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 loaded; 2024Q4: 587 shares; 2025Q1: 543 shares; 2025Q2: 568 shares; 2025Q3: 934 shares; 2025Q4: 954 shares; 2026Q1: 946 shares; 2026Q2: 969 shares 969 $1.16M 0.75% +23 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 loaded; 2024Q4: 2,146 shares; 2025Q1: 2,440 shares; 2025Q2: 2,471 shares; 2025Q3: 3,185 shares; 2025Q4: 3,230 shares; 2026Q1: 3,192 shares; 2026Q2: 3,336 shares 3,336 $1.09M 0.71% +144 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 loaded; 2024Q4: 8,775 shares; 2025Q1: 7,302 shares; 2025Q2: 7,287 shares; 2025Q3: 7,287 shares; 2025Q4: 7,311 shares; 2026Q1: 7,312 shares; 2026Q2: 7,339 shares 7,339 $1.06M 0.69% +27 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 loaded; 2024Q4: 2,556 shares; 2025Q1: 2,628 shares; 2025Q2: 2,653 shares; 2025Q3: 2,654 shares; 2025Q4: 2,679 shares; 2026Q1: 2,919 shares; 2026Q2: 2,793 shares 2,793 $987K 0.64% -126 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,080 shares; 2025Q1: 5,883 shares; 2025Q2: 3,269 shares; 2025Q3: 3,329 shares; 2025Q4: 3,330 shares; 2026Q1: 3,280 shares; 2026Q2: 3,252 shares 3,252 $977K 0.63% -28 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,375 shares; 2025Q1: 1,790 shares; 2025Q2: 1,870 shares; 2025Q3: 1,863 shares; 2025Q4: 1,867 shares; 2026Q1: 1,865 shares; 2026Q2: 7,506 shares 7,506 $932K 0.61% +5,641 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 29,311 shares; 2025Q2: 27,332 shares; 2025Q3: 30,031 shares; 2025Q4: 47,885 shares; 2026Q1: 45,155 shares; 2026Q2: 39,629 shares 39,629 $917K 0.6% -5,526 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,896 shares; 2025Q1: 4,897 shares; 2025Q2: 4,903 shares; 2025Q3: 4,903 shares; 2025Q4: 4,910 shares; 2026Q1: 4,894 shares; 2026Q2: 4,917 shares 4,917 $909K 0.59% +23 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 loaded; 2024Q4: 2,338 shares; 2025Q1: 2,314 shares; 2025Q2: 2,357 shares; 2025Q3: 2,558 shares; 2025Q4: 2,555 shares; 2026Q1: 2,531 shares; 2026Q2: 2,531 shares 2,531 $893K 0.58% 0 Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,700 shares; 2025Q3: 63,700 shares; 2025Q4: 63,700 shares; 2026Q1: 74,500 shares; 2026Q2: 74,500 shares 74,500 $879K 0.57% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,073 shares; 2025Q1: 1,649 shares; 2025Q2: 1,657 shares; 2025Q3: 1,665 shares; 2025Q4: 1,687 shares; 2026Q1: 1,657 shares; 2026Q2: 1,704 shares 1,704 $853K 0.55% +47 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: not loaded; 2024Q4: 12,446 shares; 2025Q1: 7,281 shares; 2025Q2: 7,091 shares; 2025Q3: 7,525 shares; 2025Q4: 7,498 shares; 2026Q1: 9,036 shares; 2026Q2: 8,920 shares 8,920 $823K 0.53% -116 Timeline SMAY 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 157,801 shares; 2025Q3: 83,827 shares; 2025Q4: 83,294 shares; 2026Q1: 81,158 shares; 2026Q2: 26,740 shares 26,740 $759K 0.49% -54,418 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: not loaded; 2024Q4: 5,342 shares; 2025Q1: 5,686 shares; 2025Q2: 5,603 shares; 2025Q3: 5,611 shares; 2025Q4: 5,704 shares; 2026Q1: 5,710 shares; 2026Q2: 5,754 shares 5,754 $744K 0.48% +44 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 loaded; 2024Q4: 1,237 shares; 2025Q1: not reported; 2025Q2: 1,179 shares; 2025Q3: 1,247 shares; 2025Q4: 1,346 shares; 2026Q1: 1,526 shares; 2026Q2: 1,994 shares 1,994 $713K 0.46% +468 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: not loaded; 2024Q4: 27,004 shares; 2025Q1: 24,684 shares; 2025Q2: 24,903 shares; 2025Q3: 29,199 shares; 2025Q4: 29,234 shares; 2026Q1: 29,266 shares; 2026Q2: 29,172 shares 29,172 $702K 0.46% -94 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50,242 shares; 2025Q1: 26,992 shares; 2025Q2: 27,052 shares; 2025Q3: 28,842 shares; 2025Q4: 26,742 shares; 2026Q1: 26,742 shares; 2026Q2: 25,280 shares 25,280 $700K 0.45% -1,462 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,356 shares; 2025Q1: 3,178 shares; 2025Q2: 3,178 shares; 2025Q3: 3,178 shares; 2025Q4: 3,178 shares; 2026Q1: 3,178 shares; 2026Q2: 3,178 shares 3,178 $676K 0.44% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 755 shares; 2025Q1: 802 shares; 2025Q2: 802 shares; 2025Q3: 802 shares; 2025Q4: 802 shares; 2026Q1: 816 shares; 2026Q2: 820 shares 820 $626K 0.41% +4 Timeline DUHP 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 loaded; 2024Q4: 27,084 shares; 2025Q1: 14,755 shares; 2025Q2: 19,002 shares; 2025Q3: 18,475 shares; 2025Q4: 18,141 shares; 2026Q1: 14,670 shares; 2026Q2: 14,581 shares 14,581 $608K 0.4% -89 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,190 shares; 2025Q1: 3,095 shares; 2025Q2: 3,095 shares; 2025Q3: 3,095 shares; 2025Q4: 3,095 shares; 2026Q1: 3,095 shares; 2026Q2: 3,095 shares 3,095 $573K 0.37% 0 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: not loaded; 2024Q4: 26,113 shares; 2025Q1: 27,018 shares; 2025Q2: 15,276 shares; 2025Q3: 13,494 shares; 2025Q4: 12,313 shares; 2026Q1: 8,197 shares; 2026Q2: 5,038 shares 5,038 $507K 0.33% -3,159 Timeline DFUS 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 loaded; 2024Q4: 4,579 shares; 2025Q1: not reported; 2025Q2: 7,795 shares; 2025Q3: 7,550 shares; 2025Q4: 7,251 shares; 2026Q1: 5,872 shares; 2026Q2: 5,834 shares 5,834 $478K 0.31% -38 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,776 shares; 2025Q1: 5,134 shares; 2025Q2: 6,712 shares; 2025Q3: 9,772 shares; 2025Q4: 9,749 shares; 2026Q1: 10,835 shares; 2026Q2: 10,753 shares 10,753 $468K 0.3% -82 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 loaded; 2024Q4: 2,720 shares; 2025Q1: 2,398 shares; 2025Q2: 2,414 shares; 2025Q3: 2,414 shares; 2025Q4: 2,429 shares; 2026Q1: 2,417 shares; 2026Q2: 2,407 shares 2,407 $457K 0.3% -10 Timeline DFIC 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 loaded; 2024Q4: 20,196 shares; 2025Q1: 11,003 shares; 2025Q2: 14,620 shares; 2025Q3: 14,186 shares; 2025Q4: 13,802 shares; 2026Q1: 12,310 shares; 2026Q2: 12,234 shares 12,234 $456K 0.3% -76 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 loaded; 2024Q4: 5,317 shares; 2025Q1: 2,895 shares; 2025Q2: 2,201 shares; 2025Q3: 2,148 shares; 2025Q4: 2,156 shares; 2026Q1: 2,092 shares; 2026Q2: 2,079 shares 2,079 $453K 0.29% -13 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $444K 0.29% 0 Timeline YMAR 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 loaded; 2024Q4: 155,208 shares; 2025Q1: 29,815 shares; 2025Q2: 29,320 shares; 2025Q3: 15,055 shares; 2025Q4: 15,055 shares; 2026Q1: 15,055 shares; 2026Q2: 14,805 shares 14,805 $424K 0.28% -250 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,153 shares; 2025Q1: 897 shares; 2025Q2: 914 shares; 2025Q3: 920 shares; 2025Q4: 926 shares; 2026Q1: 910 shares; 2026Q2: 909 shares 909 $405K 0.26% -1 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,055 shares; 2025Q4: 4,086 shares; 2026Q1: 4,030 shares; 2026Q2: 4,068 shares 4,068 $395K 0.26% +38 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,890 shares; 2025Q1: 1,462 shares; 2025Q2: 1,457 shares; 2025Q3: 1,457 shares; 2025Q4: 1,460 shares; 2026Q1: 1,456 shares; 2026Q2: 1,470 shares 1,470 $376K 0.24% +14 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 loaded; 2024Q4: 13,475 shares; 2025Q1: 7,348 shares; 2025Q2: 6,089 shares; 2025Q3: 6,098 shares; 2025Q4: 6,910 shares; 2026Q1: 7,339 shares; 2026Q2: 7,348 shares 7,348 $372K 0.24% +9 Timeline FHDG 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 loaded; 2024Q4: 120,072 shares; 2025Q1: 11,220 shares; 2025Q2: 11,220 shares; 2025Q3: 11,167 shares; 2025Q4: 11,167 shares; 2026Q1: 9,730 shares; 2026Q2: 9,730 shares 9,730 $353K 0.23% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,726 shares; 2025Q1: 876 shares; 2025Q2: 856 shares; 2025Q3: 1,284 shares; 2025Q4: 1,285 shares; 2026Q1: 1,293 shares; 2026Q2: 1,285 shares 1,285 $350K 0.23% -8 Timeline ESOA ENERGY SERVICES OF AMER CORP More: the full row for ENERGY SERVICES OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34,764 shares; 2025Q1: 17,382 shares; 2025Q2: 17,382 shares; 2025Q3: 17,382 shares; 2025Q4: 17,382 shares; 2026Q1: 17,382 shares; 2026Q2: 17,382 shares 17,382 $337K 0.22% 0 Timeline XSD 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 loaded; 2024Q4: 1,080 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 540 shares 540 $337K 0.22% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,388 shares; 2025Q4: 6,388 shares; 2026Q1: 6,388 shares; 2026Q2: 6,388 shares 6,388 $333K 0.22% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,247 shares 1,247 $325K 0.21% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,780 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,619 shares; 2026Q1: 2,614 shares; 2026Q2: 2,709 shares 2,709 $318K 0.21% +95 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: not loaded; 2024Q4: 2,823 shares; 2025Q1: 1,436 shares; 2025Q2: 1,354 shares; 2025Q3: 1,430 shares; 2025Q4: 1,430 shares; 2026Q1: 1,431 shares; 2026Q2: 1,431 shares 1,431 $317K 0.21% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,443 shares 1,443 $312K 0.2% new 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: not loaded; 2024Q4: 11,448 shares; 2025Q1: 5,724 shares; 2025Q2: 5,724 shares; 2025Q3: 5,724 shares; 2025Q4: 5,724 shares; 2026Q1: 5,724 shares; 2026Q2: 5,724 shares 5,724 $307K 0.2% 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: not loaded; 2024Q4: 5,346 shares; 2025Q1: 2,997 shares; 2025Q2: 2,420 shares; 2025Q3: 2,425 shares; 2025Q4: 2,423 shares; 2026Q1: 2,456 shares; 2026Q2: 2,585 shares 2,585 $304K 0.2% +129 Timeline DFAE 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 loaded; 2024Q4: 15,789 shares; 2025Q1: 8,602 shares; 2025Q2: 9,171 shares; 2025Q3: 8,866 shares; 2025Q4: 8,407 shares; 2026Q1: 7,434 shares; 2026Q2: 7,389 shares 7,389 $297K 0.19% -45 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,699 shares; 2025Q1: 2,005 shares; 2025Q2: 2,025 shares; 2025Q3: 2,677 shares; 2025Q4: 2,662 shares; 2026Q1: 2,652 shares; 2026Q2: 2,678 shares 2,678 $296K 0.19% +26 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 760 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 576 shares; 2025Q4: 577 shares; 2026Q1: 576 shares; 2026Q2: 578 shares 578 $294K 0.19% +2 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,569 shares; 2025Q4: 1,542 shares; 2026Q1: 1,903 shares; 2026Q2: 1,947 shares 1,947 $286K 0.19% +44 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: not loaded; 2024Q4: 3,462 shares; 2025Q1: 3,452 shares; 2025Q2: 3,420 shares; 2025Q3: 3,420 shares; 2025Q4: 3,473 shares; 2026Q1: 3,391 shares; 2026Q2: 3,436 shares 3,436 $284K 0.18% +45 Timeline MINO 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,731 shares; 2026Q1: 6,109 shares; 2026Q2: 6,109 shares 6,109 $280K 0.18% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,046 shares; 2026Q1: not reported; 2026Q2: 2,044 shares 2,044 $278K 0.18% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,907 shares; 2025Q4: 5,054 shares; 2026Q1: 4,969 shares; 2026Q2: 4,821 shares 4,821 $275K 0.18% -148 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,288 shares; 2025Q1: 8,359 shares; 2025Q2: 8,193 shares; 2025Q3: 8,677 shares; 2025Q4: 8,646 shares; 2026Q1: 10,342 shares; 2026Q2: 10,210 shares 10,210 $274K 0.18% -132 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 87,428 shares; 2025Q1: 77,601 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,023 shares 24,023 $258K 0.17% new Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,460 shares; 2026Q1: 4,950 shares; 2026Q2: 5,000 shares 5,000 $252K 0.16% +50 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,296 shares; 2025Q1: 5,283 shares; 2025Q2: 5,270 shares; 2025Q3: 5,282 shares; 2025Q4: 5,282 shares; 2026Q1: 5,282 shares; 2026Q2: 5,293 shares 5,293 $252K 0.16% +11 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 440 shares; 2025Q4: not reported; 2026Q1: 466 shares; 2026Q2: 481 shares 481 $250K 0.16% +15 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,273 shares 1,273 $248K 0.16% +273 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,129 shares; 2025Q4: 1,131 shares; 2026Q1: 1,140 shares; 2026Q2: 1,160 shares 1,160 $247K 0.16% +20 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 940 shares; 2026Q2: 970 shares 970 $246K 0.16% +30 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 586 shares; 2026Q1: not reported; 2026Q2: 652 shares 652 $246K 0.16% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,235 shares; 2025Q4: 1,240 shares; 2026Q1: 1,236 shares; 2026Q2: 1,223 shares 1,223 $245K 0.16% -13 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,976 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,489 shares 6,489 $234K 0.15% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 193 shares 193 $227K 0.15% new Timeline AVDS 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 loaded; 2024Q4: 6,610 shares; 2025Q1: not reported; 2025Q2: 3,743 shares; 2025Q3: 3,618 shares; 2025Q4: 3,477 shares; 2026Q1: 3,003 shares; 2026Q2: 2,984 shares 2,984 $225K 0.15% -19 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 416 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 426 shares; 2025Q4: 423 shares; 2026Q1: 427 shares; 2026Q2: 433 shares 433 $221K 0.14% +6 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,869 shares 2,869 $219K 0.14% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,773 shares; 2025Q1: 1,613 shares; 2025Q2: 1,589 shares; 2025Q3: 1,499 shares; 2025Q4: 1,511 shares; 2026Q1: 1,430 shares; 2026Q2: 1,373 shares 1,373 $216K 0.14% -57 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 loaded; 2024Q4: 4,374 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,200 shares 1,200 $214K 0.14% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,268 shares; 2025Q1: 3,665 shares; 2025Q2: 3,725 shares; 2025Q3: 3,037 shares; 2025Q4: not reported; 2026Q1: 2,803 shares; 2026Q2: 2,760 shares 2,760 $207K 0.13% -43 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,242 shares; 2025Q1: not reported; 2025Q2: 645 shares; 2025Q3: 645 shares; 2025Q4: 586 shares; 2026Q1: not reported; 2026Q2: 606 shares 606 $205K 0.13% new Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,992 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,496 shares 3,496 $203K 0.13% new 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: not loaded; 2024Q4: 2,889 shares; 2025Q1: not reported; 2025Q2: 1,538 shares; 2025Q3: 2,215 shares; 2025Q4: 2,220 shares; 2026Q1: 2,208 shares; 2026Q2: 2,221 shares 2,221 $202K 0.13% +13 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,752 shares; 2025Q1: 13,867 shares; 2025Q2: 14,034 shares; 2025Q3: 14,202 shares; 2025Q4: 14,427 shares; 2026Q1: 14,735 shares; 2026Q2: 15,060 shares 15,060 $132K 0.09% +325 Timeline