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: 137,533 shares; 2024Q4: 140,655 shares; 2025Q1: 169,933 shares; 2025Q2: 120,350 shares; 2025Q3: 122,586 shares; 2025Q4: 124,309 shares; 2026Q1: 145,458 shares; 2026Q2: 140,854 shares 140,854 $12.7M 4.16% -4,604 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: 25,860 shares; 2024Q4: 26,389 shares; 2025Q1: 26,599 shares; 2025Q2: 25,931 shares; 2025Q3: 25,477 shares; 2025Q4: 25,654 shares; 2026Q1: 25,425 shares; 2026Q2: 33,310 shares 33,310 $9.64M 3.16% +7,885 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,401 shares; 2024Q4: 61,772 shares; 2025Q1: 63,241 shares; 2025Q2: 72,615 shares; 2025Q3: 74,062 shares; 2025Q4: 75,307 shares; 2026Q1: 97,213 shares; 2026Q2: 99,813 shares 99,813 $8.78M 2.88% +2,600 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: 34,307 shares; 2024Q4: 36,202 shares; 2025Q1: 34,992 shares; 2025Q2: 33,710 shares; 2025Q3: 33,712 shares; 2025Q4: 36,624 shares; 2026Q1: 48,787 shares; 2026Q2: 115,401 shares 115,401 $8.22M 2.69% +66,614 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,400 shares; 2024Q4: 4,856 shares; 2025Q1: 4,451 shares; 2025Q2: 3,741 shares; 2025Q3: 5,157 shares; 2025Q4: 5,108 shares; 2026Q1: 6,669 shares; 2026Q2: 10,121 shares 10,121 $7.56M 2.48% +3,452 Timeline 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: 129,016 shares; 2024Q4: 139,527 shares; 2025Q1: 138,565 shares; 2025Q2: 140,863 shares; 2025Q3: 144,468 shares; 2025Q4: 148,721 shares; 2026Q1: 166,564 shares; 2026Q2: 170,009 shares 170,009 $7.01M 2.3% +3,445 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: 105,136 shares; 2024Q4: 120,915 shares; 2025Q1: 116,702 shares; 2025Q2: 101,899 shares; 2025Q3: 101,383 shares; 2025Q4: 98,290 shares; 2026Q1: 115,326 shares; 2026Q2: 90,156 shares 90,156 $6.95M 2.28% -25,170 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,913 shares; 2024Q4: 53,219 shares; 2025Q1: 51,837 shares; 2025Q2: 48,487 shares; 2025Q3: 53,787 shares; 2025Q4: 52,078 shares; 2026Q1: 64,651 shares; 2026Q2: 116,127 shares 116,127 $6.52M 2.14% +51,476 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: 16,066 shares; 2024Q4: 17,735 shares; 2025Q1: 16,123 shares; 2025Q2: 15,659 shares; 2025Q3: 16,298 shares; 2025Q4: 15,398 shares; 2026Q1: 16,811 shares; 2026Q2: 16,959 shares 16,959 $6.25M 2.05% +148 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,921 shares; 2024Q4: 66,416 shares; 2025Q1: 66,476 shares; 2025Q2: 66,077 shares; 2025Q3: 69,428 shares; 2025Q4: 69,650 shares; 2026Q1: 72,228 shares; 2026Q2: 71,293 shares 71,293 $5.66M 1.86% -935 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,532 shares; 2024Q4: 13,713 shares; 2025Q1: 14,304 shares; 2025Q2: 14,415 shares; 2025Q3: 14,536 shares; 2025Q4: 14,614 shares; 2026Q1: 14,047 shares; 2026Q2: 14,880 shares 14,880 $5.32M 1.74% +833 Timeline VSS 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,650 shares; 2026Q2: 29,455 shares 29,455 $4.54M 1.49% +26,805 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,433 shares; 2026Q2: 11,633 shares 11,633 $4.3M 1.41% +10,200 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: 64,380 shares; 2024Q4: 65,785 shares; 2025Q1: 62,208 shares; 2025Q2: 61,986 shares; 2025Q3: 62,265 shares; 2025Q4: 59,248 shares; 2026Q1: 62,763 shares; 2026Q2: 63,180 shares 63,180 $4.27M 1.4% +417 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: 3,658 shares; 2024Q4: 3,666 shares; 2025Q1: 3,125 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,370 shares; 2026Q2: 51,033 shares 51,033 $4.22M 1.38% +46,663 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,024 shares; 2026Q2: 13,075 shares 13,075 $3.96M 1.3% +11,051 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: 50,889 shares; 2024Q4: 50,889 shares; 2025Q1: 50,889 shares; 2025Q2: 51,267 shares; 2025Q3: 51,267 shares; 2025Q4: 51,617 shares; 2026Q1: 47,819 shares; 2026Q2: 51,396 shares 51,396 $3.88M 1.27% +3,577 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,573 shares; 2025Q4: 1,579 shares; 2026Q1: 1,681 shares; 2026Q2: 24,446 shares 24,446 $3.84M 1.26% +22,765 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: 9,108 shares; 2024Q4: 9,166 shares; 2025Q1: 9,292 shares; 2025Q2: 9,293 shares; 2025Q3: 9,376 shares; 2025Q4: 10,420 shares; 2026Q1: 9,284 shares; 2026Q2: 10,257 shares 10,257 $3.83M 1.25% +973 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: 14,925 shares; 2024Q4: 14,780 shares; 2025Q1: 14,741 shares; 2025Q2: 14,781 shares; 2025Q3: 14,894 shares; 2025Q4: 15,035 shares; 2026Q1: 15,091 shares; 2026Q2: 15,393 shares 15,393 $3.67M 1.2% +302 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,949 shares; 2025Q1: 18,197 shares; 2025Q2: 19,557 shares; 2025Q3: 30,245 shares; 2025Q4: 33,948 shares; 2026Q1: 44,826 shares; 2026Q2: 47,001 shares 47,001 $3.63M 1.19% +2,175 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: 4,039 shares; 2024Q4: 4,089 shares; 2025Q1: not reported; 2025Q2: 16,647 shares; 2025Q3: 16,847 shares; 2025Q4: 18,024 shares; 2026Q1: 22,589 shares; 2026Q2: 49,223 shares 49,223 $3.61M 1.18% +26,634 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: 5,970 shares; 2024Q4: 5,695 shares; 2025Q1: 5,702 shares; 2025Q2: 5,710 shares; 2025Q3: 5,542 shares; 2025Q4: 5,282 shares; 2026Q1: 5,130 shares; 2026Q2: 6,965 shares 6,965 $3.58M 1.17% +1,835 Timeline FGD 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: 164,326 shares; 2024Q4: 172,969 shares; 2025Q1: 164,183 shares; 2025Q2: 150,205 shares; 2025Q3: 146,107 shares; 2025Q4: 137,107 shares; 2026Q1: 133,305 shares; 2026Q2: 110,305 shares 110,305 $3.53M 1.16% -23,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,315 shares; 2026Q2: 43,290 shares 43,290 $3.42M 1.12% +39,975 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: 1,714 shares; 2024Q4: 1,719 shares; 2025Q1: 1,721 shares; 2025Q2: 1,657 shares; 2025Q3: 1,659 shares; 2025Q4: 1,665 shares; 2026Q1: 13,550 shares; 2026Q2: 14,397 shares 14,397 $3.41M 1.12% +847 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: 7,376 shares; 2024Q4: 7,460 shares; 2025Q1: 7,076 shares; 2025Q2: 9,585 shares; 2025Q3: 11,058 shares; 2025Q4: 11,291 shares; 2026Q1: 18,824 shares; 2026Q2: 18,996 shares 18,996 $3M 0.98% +172 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,737 shares; 2024Q4: 40,946 shares; 2025Q1: 45,553 shares; 2025Q2: 47,728 shares; 2025Q3: 61,017 shares; 2025Q4: 59,487 shares; 2026Q1: 115,990 shares; 2026Q2: 158,174 shares 158,174 $2.99M 0.98% +42,184 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,280 shares; 2026Q2: 30,728 shares 30,728 $2.96M 0.97% +28,448 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,114 shares; 2026Q2: 35,955 shares 35,955 $2.9M 0.95% +34,841 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: 16,653 shares; 2024Q4: 16,608 shares; 2025Q1: 15,137 shares; 2025Q2: 15,050 shares; 2025Q3: 14,815 shares; 2025Q4: 16,121 shares; 2026Q1: 18,832 shares; 2026Q2: 47,737 shares 47,737 $2.85M 0.93% +28,905 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,503 shares; 2024Q4: 48,231 shares; 2025Q1: 46,882 shares; 2025Q2: 49,114 shares; 2025Q3: 42,041 shares; 2025Q4: 46,217 shares; 2026Q1: 95,321 shares; 2026Q2: 95,065 shares 95,065 $2.8M 0.92% -256 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: 5,552 shares; 2024Q4: 5,581 shares; 2025Q1: 5,497 shares; 2025Q2: 5,512 shares; 2025Q3: 5,610 shares; 2025Q4: 5,540 shares; 2026Q1: 5,582 shares; 2026Q2: 5,582 shares 5,582 $2.79M 0.92% 0 Timeline SPHD 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: 36,031 shares; 2024Q4: 39,649 shares; 2025Q1: 39,875 shares; 2025Q2: 44,567 shares; 2025Q3: 48,178 shares; 2025Q4: 44,430 shares; 2026Q1: 69,783 shares; 2026Q2: 53,053 shares 53,053 $2.7M 0.88% -16,730 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: 1,522 shares; 2024Q4: 1,493 shares; 2025Q1: 1,495 shares; 2025Q2: 1,498 shares; 2025Q3: 1,500 shares; 2025Q4: 1,525 shares; 2026Q1: 3,151 shares; 2026Q2: 11,988 shares 11,988 $2.61M 0.86% +8,837 Timeline VNQI 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,058 shares; 2026Q2: 56,268 shares 56,268 $2.52M 0.83% +50,210 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,124 shares 13,124 $2.49M 0.82% new Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 87,467 shares; 2026Q1: 89,139 shares; 2026Q2: 46,012 shares 46,012 $2.45M 0.8% -43,127 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: 26,997 shares; 2024Q4: 28,917 shares; 2025Q1: 29,022 shares; 2025Q2: 29,241 shares; 2025Q3: 35,939 shares; 2025Q4: 34,843 shares; 2026Q1: 36,140 shares; 2026Q2: 31,779 shares 31,779 $2.44M 0.8% -4,361 Timeline WOOD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,366 shares; 2024Q4: 27,022 shares; 2025Q1: 27,041 shares; 2025Q2: 26,196 shares; 2025Q3: 26,435 shares; 2025Q4: 29,991 shares; 2026Q1: 29,991 shares; 2026Q2: 31,861 shares 31,861 $2.11M 0.69% +1,870 Timeline ACWI 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: 12,983 shares 12,983 $2.04M 0.67% new 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: 10,068 shares; 2024Q4: 10,975 shares; 2025Q1: 11,566 shares; 2025Q2: 11,708 shares; 2025Q3: 10,960 shares; 2025Q4: 9,424 shares; 2026Q1: 8,648 shares; 2026Q2: 10,130 shares 10,130 $2.03M 0.66% +1,482 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,200 shares 9,200 $1.82M 0.6% new 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: 3,342 shares; 2024Q4: 3,347 shares; 2025Q1: 3,386 shares; 2025Q2: 3,392 shares; 2025Q3: 3,400 shares; 2025Q4: 3,162 shares; 2026Q1: 3,207 shares; 2026Q2: 2,664 shares 2,664 $1.71M 0.56% -543 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,682 shares; 2026Q2: 40,769 shares 40,769 $1.7M 0.56% +31,087 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,642 shares; 2024Q4: 46,973 shares; 2025Q1: 43,812 shares; 2025Q2: 30,405 shares; 2025Q3: 23,770 shares; 2025Q4: 25,903 shares; 2026Q1: 25,903 shares; 2026Q2: 25,625 shares 25,625 $1.68M 0.55% -278 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: 20,507 shares; 2024Q4: 23,526 shares; 2025Q1: 23,595 shares; 2025Q2: 29,940 shares; 2025Q3: 28,745 shares; 2025Q4: 16,640 shares; 2026Q1: 29,261 shares; 2026Q2: 41,643 shares 41,643 $1.67M 0.55% +12,382 Timeline JNK 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: not reported; 2026Q1: not reported; 2026Q2: 17,359 shares 17,359 $1.67M 0.55% new Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,727 shares; 2024Q4: 29,076 shares; 2025Q1: 32,812 shares; 2025Q2: 33,132 shares; 2025Q3: 37,322 shares; 2025Q4: 34,382 shares; 2026Q1: 87,199 shares; 2026Q2: 69,588 shares 69,588 $1.66M 0.55% -17,611 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: 2,516 shares; 2024Q4: 2,646 shares; 2025Q1: 2,707 shares; 2025Q2: 2,710 shares; 2025Q3: 2,708 shares; 2025Q4: 2,736 shares; 2026Q1: 2,884 shares; 2026Q2: 5,005 shares 5,005 $1.64M 0.54% +2,121 Timeline XLE 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: 13,502 shares; 2024Q4: 10,639 shares; 2025Q1: 10,535 shares; 2025Q2: 12,633 shares; 2025Q3: 15,044 shares; 2025Q4: 29,558 shares; 2026Q1: 29,620 shares; 2026Q2: 29,691 shares 29,691 $1.58M 0.52% +71 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: 1,972 shares; 2024Q4: 1,862 shares; 2025Q1: 1,949 shares; 2025Q2: 1,949 shares; 2025Q3: 1,847 shares; 2025Q4: 1,851 shares; 2026Q1: 1,626 shares; 2026Q2: 2,257 shares 2,257 $1.55M 0.51% +631 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,888 shares; 2024Q4: 4,137 shares; 2025Q1: 3,915 shares; 2025Q2: 3,908 shares; 2025Q3: 3,905 shares; 2025Q4: 3,852 shares; 2026Q1: 3,685 shares; 2026Q2: 4,397 shares 4,397 $1.51M 0.49% +712 Timeline AMLP ALPS ETF TR More: the full row for ALPS 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: 28,557 shares 28,557 $1.48M 0.49% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,842 shares; 2026Q2: 17,491 shares 17,491 $1.46M 0.48% +14,649 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: 27,295 shares; 2024Q4: 31,161 shares; 2025Q1: 47,782 shares; 2025Q2: 50,215 shares; 2025Q3: 49,424 shares; 2025Q4: 49,045 shares; 2026Q1: 54,291 shares; 2026Q2: 59,638 shares 59,638 $1.44M 0.47% +5,347 Timeline SEIE SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 39,871 shares; 2025Q1: 41,997 shares; 2025Q2: 42,640 shares; 2025Q3: 43,716 shares; 2025Q4: 42,799 shares; 2026Q1: 41,327 shares; 2026Q2: 40,241 shares 40,241 $1.43M 0.47% -1,086 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: 3,463 shares; 2024Q4: 3,666 shares; 2025Q1: 3,684 shares; 2025Q2: 3,712 shares; 2025Q3: 3,741 shares; 2025Q4: 3,774 shares; 2026Q1: 3,739 shares; 2026Q2: 3,807 shares 3,807 $1.35M 0.44% +68 Timeline VGIT 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: 22,420 shares 22,420 $1.32M 0.43% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,276 shares; 2026Q2: 5,438 shares 5,438 $1.32M 0.43% +4,162 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,046 shares 26,046 $1.3M 0.43% new Timeline BILS 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: 9,735 shares; 2024Q4: 9,980 shares; 2025Q1: 9,266 shares; 2025Q2: 9,935 shares; 2025Q3: 9,523 shares; 2025Q4: 9,658 shares; 2026Q1: 8,130 shares; 2026Q2: 12,757 shares 12,757 $1.27M 0.42% +4,627 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: 24,119 shares; 2024Q4: 25,018 shares; 2025Q1: 20,154 shares; 2025Q2: 20,980 shares; 2025Q3: 20,715 shares; 2025Q4: 20,520 shares; 2026Q1: 26,036 shares; 2026Q2: 29,710 shares 29,710 $1.26M 0.41% +3,674 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: 1,470 shares; 2024Q4: 1,477 shares; 2025Q1: 1,468 shares; 2025Q2: 1,456 shares; 2025Q3: 1,442 shares; 2025Q4: 1,434 shares; 2026Q1: 1,661 shares; 2026Q2: 13,951 shares 13,951 $1.2M 0.39% +12,290 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: 2,085 shares; 2024Q4: 2,221 shares; 2025Q1: 2,448 shares; 2025Q2: 2,150 shares; 2025Q3: 2,147 shares; 2025Q4: 2,260 shares; 2026Q1: 2,321 shares; 2026Q2: 2,057 shares 2,057 $1.19M 0.39% -264 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,352 shares; 2024Q4: 14,986 shares; 2025Q1: 23,939 shares; 2025Q2: 24,830 shares; 2025Q3: 23,841 shares; 2025Q4: 23,679 shares; 2026Q1: 24,103 shares; 2026Q2: 24,260 shares 24,260 $1.18M 0.39% +157 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,065 shares 23,065 $1.16M 0.38% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,005 shares; 2024Q4: 3,007 shares; 2025Q1: 2,854 shares; 2025Q2: 2,962 shares; 2025Q3: 2,854 shares; 2025Q4: 2,838 shares; 2026Q1: 3,460 shares; 2026Q2: 4,537 shares 4,537 $1.12M 0.37% +1,077 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,886 shares 25,886 $1.11M 0.36% new Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,100 shares; 2024Q4: 35,603 shares; 2025Q1: 27,604 shares; 2025Q2: 25,607 shares; 2025Q3: 24,439 shares; 2025Q4: 24,442 shares; 2026Q1: 32,643 shares; 2026Q2: 29,898 shares 29,898 $1.1M 0.36% -2,745 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,938 shares; 2025Q2: 77,634 shares; 2025Q3: 74,485 shares; 2025Q4: 73,938 shares; 2026Q1: 74,893 shares; 2026Q2: 75,005 shares 75,005 $1.1M 0.36% +112 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY 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: 55,505 shares 55,505 $1.09M 0.36% new Timeline PPA 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: 2,052 shares; 2024Q4: 2,057 shares; 2025Q1: 2,058 shares; 2025Q2: 2,060 shares; 2025Q3: 2,065 shares; 2025Q4: 2,665 shares; 2026Q1: 5,783 shares; 2026Q2: 6,052 shares 6,052 $1.07M 0.35% +269 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: 4,941 shares; 2024Q4: 5,026 shares; 2025Q1: 6,258 shares; 2025Q2: 6,437 shares; 2025Q3: 6,297 shares; 2025Q4: 4,413 shares; 2026Q1: 4,485 shares; 2026Q2: 6,354 shares 6,354 $1.05M 0.35% +1,869 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,508 shares; 2024Q4: 16,131 shares; 2025Q1: 15,979 shares; 2025Q2: 16,340 shares; 2025Q3: 19,596 shares; 2025Q4: 22,377 shares; 2026Q1: 22,278 shares; 2026Q2: 21,766 shares 21,766 $1.04M 0.34% -512 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,076 shares; 2024Q4: 1,021 shares; 2025Q1: 1,028 shares; 2025Q2: 1,034 shares; 2025Q3: 1,044 shares; 2025Q4: 1,104 shares; 2026Q1: 1,101 shares; 2026Q2: 972 shares 972 $1.04M 0.34% -129 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,692 shares 35,692 $1.03M 0.34% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,883 shares; 2024Q4: 3,183 shares; 2025Q1: 3,221 shares; 2025Q2: 2,961 shares; 2025Q3: 2,982 shares; 2025Q4: 2,771 shares; 2026Q1: 4,596 shares; 2026Q2: 9,329 shares 9,329 $1.02M 0.33% +4,733 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY 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: 45,996 shares 45,996 $1.01M 0.33% new 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: 51,648 shares; 2024Q4: 48,033 shares; 2025Q1: 14,598 shares; 2025Q2: 12,126 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49,404 shares 49,404 $1.01M 0.33% new Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,547 shares; 2024Q4: 14,329 shares; 2025Q1: 13,791 shares; 2025Q2: 14,157 shares; 2025Q3: 17,071 shares; 2025Q4: 18,788 shares; 2026Q1: 18,658 shares; 2026Q2: 17,665 shares 17,665 $992K 0.32% -993 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: 3,399 shares; 2024Q4: 3,445 shares; 2025Q1: 3,016 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,774 shares; 2026Q2: 12,653 shares 12,653 $986K 0.32% +7,879 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: 21,912 shares; 2024Q4: 21,798 shares; 2025Q1: 66,256 shares; 2025Q2: 23,321 shares; 2025Q3: 20,954 shares; 2025Q4: 19,887 shares; 2026Q1: 17,996 shares; 2026Q2: 17,831 shares 17,831 $956K 0.31% -165 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: 4,419 shares; 2024Q4: 4,593 shares; 2025Q1: 4,693 shares; 2025Q2: 4,711 shares; 2025Q3: 4,726 shares; 2025Q4: 5,045 shares; 2026Q1: 4,857 shares; 2026Q2: 8,121 shares 8,121 $954K 0.31% +3,264 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: 2,477 shares; 2024Q4: 2,481 shares; 2025Q1: 2,484 shares; 2025Q2: 2,487 shares; 2025Q3: 2,541 shares; 2025Q4: 5,113 shares; 2026Q1: 5,098 shares; 2026Q2: 5,004 shares 5,004 $953K 0.31% -94 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,928 shares; 2024Q4: 3,817 shares; 2025Q1: 4,014 shares; 2025Q2: 4,094 shares; 2025Q3: 4,079 shares; 2025Q4: 4,071 shares; 2026Q1: 3,990 shares; 2026Q2: 8,359 shares 8,359 $947K 0.31% +4,369 Timeline XLU 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: 10,186 shares; 2024Q4: 10,648 shares; 2025Q1: 12,423 shares; 2025Q2: 12,504 shares; 2025Q3: 10,897 shares; 2025Q4: 21,908 shares; 2026Q1: 20,608 shares; 2026Q2: 20,704 shares 20,704 $939K 0.31% +96 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: 1,563 shares; 2024Q4: 1,794 shares; 2025Q1: 1,832 shares; 2025Q2: 1,838 shares; 2025Q3: 1,859 shares; 2025Q4: 1,638 shares; 2026Q1: 1,564 shares; 2026Q2: 1,651 shares 1,651 $930K 0.3% +87 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: 954 shares; 2024Q4: 954 shares; 2025Q1: 955 shares; 2025Q2: 956 shares; 2025Q3: 958 shares; 2025Q4: 948 shares; 2026Q1: 949 shares; 2026Q2: 7,593 shares 7,593 $908K 0.3% +6,644 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,158 shares; 2025Q3: 8,479 shares; 2025Q4: 19,132 shares; 2026Q1: 26,031 shares; 2026Q2: 25,476 shares 25,476 $906K 0.3% -555 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: 3,464 shares; 2024Q4: 3,549 shares; 2025Q1: 3,447 shares; 2025Q2: 3,495 shares; 2025Q3: 2,917 shares; 2025Q4: 2,871 shares; 2026Q1: 2,242 shares; 2026Q2: 3,050 shares 3,050 $858K 0.28% +808 Timeline FXI 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: 26,659 shares 26,659 $842K 0.28% new Timeline DFAS 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: 4,120 shares; 2025Q4: 4,129 shares; 2026Q1: 9,388 shares; 2026Q2: 9,930 shares 9,930 $818K 0.27% +542 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,640 shares; 2024Q4: 9,621 shares; 2025Q1: 8,718 shares; 2025Q2: 8,961 shares; 2025Q3: 8,606 shares; 2025Q4: 8,553 shares; 2026Q1: 8,651 shares; 2026Q2: 11,364 shares 11,364 $796K 0.26% +2,713 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: 3,045 shares; 2024Q4: 2,675 shares; 2025Q1: 2,696 shares; 2025Q2: 2,711 shares; 2025Q3: 2,737 shares; 2025Q4: 2,685 shares; 2026Q1: 3,214 shares; 2026Q2: 5,406 shares 5,406 $793K 0.26% +2,192 Timeline GNR 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: 39,607 shares; 2024Q4: 34,504 shares; 2025Q1: 30,839 shares; 2025Q2: 16,833 shares; 2025Q3: 13,264 shares; 2025Q4: 12,007 shares; 2026Q1: 12,062 shares; 2026Q2: 11,771 shares 11,771 $792K 0.26% -291 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,092 shares; 2026Q1: 2,615 shares; 2026Q2: 7,565 shares 7,565 $786K 0.26% +4,950 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES 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: 32,985 shares; 2026Q2: 33,058 shares 33,058 $786K 0.26% +73 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: 4,125 shares; 2024Q4: 4,170 shares; 2025Q1: 4,711 shares; 2025Q2: 4,767 shares; 2025Q3: 4,754 shares; 2025Q4: 4,725 shares; 2026Q1: 9,346 shares; 2026Q2: 9,303 shares 9,303 $771K 0.25% -43 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 441 shares; 2025Q1: 419 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 406 shares; 2026Q1: 394 shares; 2026Q2: 755 shares 755 $764K 0.25% +361 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,733 shares; 2024Q4: 2,585 shares; 2025Q1: 10,769 shares; 2025Q2: 11,191 shares; 2025Q3: 10,758 shares; 2025Q4: 10,733 shares; 2026Q1: 7,252 shares; 2026Q2: 7,290 shares 7,290 $758K 0.25% +38 Timeline SEIS SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,449 shares; 2025Q1: 19,131 shares; 2025Q2: 20,482 shares; 2025Q3: 21,299 shares; 2025Q4: 22,413 shares; 2026Q1: 22,892 shares; 2026Q2: 22,461 shares 22,461 $753K 0.25% -431 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: 774 shares; 2024Q4: 751 shares; 2025Q1: 751 shares; 2025Q2: 753 shares; 2025Q3: 753 shares; 2025Q4: 754 shares; 2026Q1: 755 shares; 2026Q2: 1,018 shares 1,018 $750K 0.25% +263 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: 1,711 shares; 2024Q4: 1,959 shares; 2025Q1: 1,970 shares; 2025Q2: 1,993 shares; 2025Q3: 2,000 shares; 2025Q4: 2,008 shares; 2026Q1: 1,876 shares; 2026Q2: 2,938 shares 2,938 $739K 0.24% +1,062 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,746 shares; 2025Q2: 20,758 shares; 2025Q3: 20,042 shares; 2025Q4: 19,919 shares; 2026Q1: 22,510 shares; 2026Q2: 22,609 shares 22,609 $736K 0.24% +99 Timeline IHE 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: 5,244 shares; 2026Q1: 6,867 shares; 2026Q2: 7,322 shares 7,322 $725K 0.24% +455 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: 2,801 shares; 2024Q4: 2,768 shares; 2025Q1: 2,790 shares; 2025Q2: 2,579 shares; 2025Q3: 1,416 shares; 2025Q4: 1,454 shares; 2026Q1: 1,579 shares; 2026Q2: 1,714 shares 1,714 $721K 0.24% +135 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,255 shares; 2025Q4: 9,216 shares; 2026Q1: 9,518 shares; 2026Q2: 9,584 shares 9,584 $713K 0.23% +66 Timeline SPAB 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: 49,711 shares; 2024Q4: 37,227 shares; 2025Q1: 37,401 shares; 2025Q2: 38,312 shares; 2025Q3: 33,536 shares; 2025Q4: 25,515 shares; 2026Q1: 29,556 shares; 2026Q2: 27,884 shares 27,884 $712K 0.23% -1,672 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: 1,893 shares; 2024Q4: 2,387 shares; 2025Q1: 2,389 shares; 2025Q2: 2,415 shares; 2025Q3: 2,434 shares; 2025Q4: 2,411 shares; 2026Q1: 2,540 shares; 2026Q2: 4,809 shares 4,809 $705K 0.23% +2,269 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,329 shares; 2024Q4: 18,011 shares; 2025Q1: 17,888 shares; 2025Q2: 19,614 shares; 2025Q3: 18,813 shares; 2025Q4: 20,803 shares; 2026Q1: 20,379 shares; 2026Q2: 19,175 shares 19,175 $693K 0.23% -1,204 Timeline MCHI 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: 8,277 shares; 2026Q1: 10,794 shares; 2026Q2: 13,541 shares 13,541 $691K 0.23% +2,747 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,092 shares; 2024Q4: 25,056 shares; 2025Q1: 15,267 shares; 2025Q2: 15,842 shares; 2025Q3: 15,222 shares; 2025Q4: 15,098 shares; 2026Q1: 16,223 shares; 2026Q2: 16,292 shares 16,292 $667K 0.22% +69 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,335 shares; 2024Q4: 10,385 shares; 2025Q1: 10,135 shares; 2025Q2: 9,335 shares; 2025Q3: 9,270 shares; 2025Q4: 9,260 shares; 2026Q1: 9,260 shares; 2026Q2: 9,195 shares 9,195 $664K 0.22% -65 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: 3,128 shares; 2024Q4: 3,106 shares; 2025Q1: 3,106 shares; 2025Q2: 3,138 shares; 2025Q3: 3,138 shares; 2025Q4: 3,172 shares; 2026Q1: 6,228 shares; 2026Q2: 6,848 shares 6,848 $661K 0.22% +620 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: 1,859 shares; 2024Q4: 2,088 shares; 2025Q1: 2,213 shares; 2025Q2: not reported; 2025Q3: 1,252 shares; 2025Q4: 1,249 shares; 2026Q1: 1,227 shares; 2026Q2: 2,594 shares 2,594 $659K 0.22% +1,367 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,383 shares; 2024Q4: 7,721 shares; 2025Q1: 9,492 shares; 2025Q2: 9,830 shares; 2025Q3: 9,437 shares; 2025Q4: 9,352 shares; 2026Q1: 9,435 shares; 2026Q2: 9,486 shares 9,486 $651K 0.21% +51 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: 673 shares; 2024Q4: 681 shares; 2025Q1: 611 shares; 2025Q2: 613 shares; 2025Q3: 615 shares; 2025Q4: 617 shares; 2026Q1: 619 shares; 2026Q2: 865 shares 865 $648K 0.21% +246 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: 5,792 shares; 2024Q4: 5,641 shares; 2025Q1: 9,740 shares; 2025Q2: 8,927 shares; 2025Q3: 8,954 shares; 2025Q4: 8,954 shares; 2026Q1: 12,366 shares; 2026Q2: 12,605 shares 12,605 $638K 0.21% +239 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: 2,929 shares; 2024Q4: 3,065 shares; 2025Q1: 3,409 shares; 2025Q2: 3,972 shares; 2025Q3: 3,972 shares; 2025Q4: 3,789 shares; 2026Q1: 3,321 shares; 2026Q2: 4,906 shares 4,906 $630K 0.21% +1,585 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: not reported; 2024Q4: not reported; 2025Q1: 5,211 shares; 2025Q2: 5,156 shares; 2025Q3: 5,157 shares; 2025Q4: 9,091 shares; 2026Q1: 9,092 shares; 2026Q2: 9,093 shares 9,093 $628K 0.21% +1 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR 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: 7,277 shares 7,277 $622K 0.2% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,343 shares; 2024Q4: 33,374 shares; 2025Q1: 34,600 shares; 2025Q2: 35,960 shares; 2025Q3: 34,576 shares; 2025Q4: 34,359 shares; 2026Q1: 34,778 shares; 2026Q2: 34,991 shares 34,991 $620K 0.2% +213 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,357 shares; 2024Q4: 23,380 shares; 2025Q1: 19,734 shares; 2025Q2: 20,424 shares; 2025Q3: 19,616 shares; 2025Q4: 19,505 shares; 2026Q1: 19,901 shares; 2026Q2: 20,047 shares 20,047 $605K 0.2% +146 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,338 shares; 2024Q4: 11,151 shares; 2025Q1: 7,408 shares; 2025Q2: 6,568 shares; 2025Q3: 6,568 shares; 2025Q4: 12,249 shares; 2026Q1: 12,249 shares; 2026Q2: 12,288 shares 12,288 $604K 0.2% +39 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,226 shares; 2025Q2: 5,392 shares; 2025Q3: 5,179 shares; 2025Q4: 5,137 shares; 2026Q1: 5,200 shares; 2026Q2: 5,227 shares 5,227 $594K 0.19% +27 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,247 shares; 2024Q4: 7,009 shares; 2025Q1: 8,947 shares; 2025Q2: 8,913 shares; 2025Q3: 7,039 shares; 2025Q4: 5,400 shares; 2026Q1: 4,861 shares; 2026Q2: 3,725 shares 3,725 $591K 0.19% -1,136 Timeline SEEM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,826 shares; 2025Q1: 15,773 shares; 2025Q2: 15,982 shares; 2025Q3: 15,831 shares; 2025Q4: 15,387 shares; 2026Q1: 15,236 shares; 2026Q2: 14,723 shares 14,723 $590K 0.19% -513 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: 880 shares; 2024Q4: 880 shares; 2025Q1: 873 shares; 2025Q2: 779 shares; 2025Q3: 728 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,385 shares 1,385 $576K 0.19% new Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,197 shares; 2024Q4: not reported; 2025Q1: 7,988 shares; 2025Q2: 7,930 shares; 2025Q3: 12,167 shares; 2025Q4: 23,971 shares; 2026Q1: 23,738 shares; 2026Q2: 23,774 shares 23,774 $569K 0.19% +36 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: 3,095 shares; 2024Q4: 13,713 shares; 2025Q1: 16,623 shares; 2025Q2: 16,911 shares; 2025Q3: 17,067 shares; 2025Q4: 17,195 shares; 2026Q1: 16,498 shares; 2026Q2: 16,342 shares 16,342 $569K 0.19% -156 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,034 shares; 2026Q2: 25,814 shares 25,814 $566K 0.19% +6,780 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,884 shares 1,884 $561K 0.18% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,399 shares 10,399 $549K 0.18% new 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: not reported; 2026Q1: 755 shares; 2026Q2: 756 shares 756 $547K 0.18% +1 Timeline DFIP 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: 7,526 shares; 2024Q4: 7,575 shares; 2025Q1: 7,692 shares; 2025Q2: 7,774 shares; 2025Q3: 7,845 shares; 2025Q4: 8,021 shares; 2026Q1: 8,651 shares; 2026Q2: 13,045 shares 13,045 $538K 0.18% +4,394 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: 11,058 shares; 2025Q1: 15,623 shares; 2025Q2: 15,136 shares; 2025Q3: 14,746 shares; 2025Q4: 14,207 shares; 2026Q1: 15,549 shares; 2026Q2: 15,709 shares 15,709 $532K 0.17% +160 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,200 shares; 2024Q4: 3,346 shares; 2025Q1: 4,319 shares; 2025Q2: 4,302 shares; 2025Q3: 4,286 shares; 2025Q4: 4,256 shares; 2026Q1: 5,995 shares; 2026Q2: 5,923 shares 5,923 $527K 0.17% -72 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: 3,619 shares; 2024Q4: 3,614 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,064 shares; 2026Q1: 4,933 shares; 2026Q2: 4,863 shares 4,863 $523K 0.17% -70 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,699 shares 1,699 $520K 0.17% new Timeline LEND SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED 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: 20,659 shares 20,659 $520K 0.17% new Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM 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: 7,684 shares; 2026Q2: 7,725 shares 7,725 $517K 0.17% +41 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: 5,996 shares; 2025Q2: 7,560 shares; 2025Q3: 7,281 shares; 2025Q4: 6,019 shares; 2026Q1: 6,088 shares; 2026Q2: 6,107 shares 6,107 $507K 0.17% +19 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: 535 shares; 2024Q4: 511 shares; 2025Q1: 516 shares; 2025Q2: 515 shares; 2025Q3: 467 shares; 2025Q4: 6,396 shares; 2026Q1: 6,729 shares; 2026Q2: 6,732 shares 6,732 $481K 0.16% +3 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,507 shares; 2024Q4: 12,518 shares; 2025Q1: 10,314 shares; 2025Q2: 10,670 shares; 2025Q3: 10,243 shares; 2025Q4: 10,178 shares; 2026Q1: 10,324 shares; 2026Q2: 10,381 shares 10,381 $476K 0.16% +57 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,780 shares; 2024Q4: 7,978 shares; 2025Q1: 6,692 shares; 2025Q2: 7,128 shares; 2025Q3: 7,446 shares; 2025Q4: 8,953 shares; 2026Q1: 9,290 shares; 2026Q2: 9,717 shares 9,717 $471K 0.15% +427 Timeline FEZ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,522 shares; 2025Q3: 9,966 shares; 2025Q4: 12,732 shares; 2026Q1: 6,734 shares; 2026Q2: 6,831 shares 6,831 $469K 0.15% +97 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,025 shares; 2025Q1: 4,025 shares; 2025Q2: 4,055 shares; 2025Q3: 4,042 shares; 2025Q4: 4,021 shares; 2026Q1: 4,008 shares; 2026Q2: 4,008 shares 4,008 $468K 0.15% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,261 shares; 2024Q4: 10,270 shares; 2025Q1: 7,527 shares; 2025Q2: 7,839 shares; 2025Q3: 7,570 shares; 2025Q4: 7,391 shares; 2026Q1: 7,645 shares; 2026Q2: 7,697 shares 7,697 $465K 0.15% +52 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,631 shares; 2024Q4: 7,772 shares; 2025Q1: 7,591 shares; 2025Q2: 7,648 shares; 2025Q3: 9,665 shares; 2025Q4: 10,837 shares; 2026Q1: 11,376 shares; 2026Q2: 11,789 shares 11,789 $465K 0.15% +413 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,408 shares; 2024Q4: 13,908 shares; 2025Q1: 12,231 shares; 2025Q2: 12,904 shares; 2025Q3: 13,436 shares; 2025Q4: 16,047 shares; 2026Q1: 16,421 shares; 2026Q2: 17,288 shares 17,288 $458K 0.15% +867 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,707 shares; 2024Q4: 9,746 shares; 2025Q1: 6,158 shares; 2025Q2: 6,371 shares; 2025Q3: 6,104 shares; 2025Q4: 6,052 shares; 2026Q1: 6,131 shares; 2026Q2: 6,157 shares 6,157 $426K 0.14% +26 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,780 shares; 2026Q2: 2,780 shares 2,780 $423K 0.14% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,209 shares; 2024Q4: 7,274 shares; 2025Q1: 6,893 shares; 2025Q2: 7,033 shares; 2025Q3: 6,766 shares; 2025Q4: 8,537 shares; 2026Q1: 4,618 shares; 2026Q2: 8,190 shares 8,190 $411K 0.13% +3,572 Timeline DFE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,955 shares; 2024Q4: 5,795 shares; 2025Q1: 5,431 shares; 2025Q2: 5,552 shares; 2025Q3: 5,589 shares; 2025Q4: 5,588 shares; 2026Q1: 8,944 shares; 2026Q2: 5,714 shares 5,714 $411K 0.13% -3,230 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 2,467 shares; 2026Q1: 1,246 shares; 2026Q2: 2,144 shares 2,144 $407K 0.13% +898 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 868 shares; 2025Q4: 862 shares; 2026Q1: 856 shares; 2026Q2: 849 shares 849 $405K 0.13% -7 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,572 shares; 2026Q2: 1,573 shares 1,573 $402K 0.13% +1 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,931 shares; 2024Q4: 7,936 shares; 2025Q1: 8,413 shares; 2025Q2: 8,689 shares; 2025Q3: 8,337 shares; 2025Q4: 8,293 shares; 2026Q1: 8,441 shares; 2026Q2: 8,498 shares 8,498 $401K 0.13% +57 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: 2,912 shares 2,912 $398K 0.13% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS 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: 5,952 shares; 2026Q1: 11,280 shares; 2026Q2: 11,348 shares 11,348 $395K 0.13% +68 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,334 shares; 2024Q4: 12,810 shares; 2025Q1: 11,376 shares; 2025Q2: 12,086 shares; 2025Q3: 12,608 shares; 2025Q4: 15,373 shares; 2026Q1: 15,999 shares; 2026Q2: 16,796 shares 16,796 $394K 0.13% +797 Timeline KOMP 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: 6,174 shares; 2024Q4: 6,196 shares; 2025Q1: 5,454 shares; 2025Q2: 5,467 shares; 2025Q3: 5,479 shares; 2025Q4: 5,544 shares; 2026Q1: 5,550 shares; 2026Q2: 5,476 shares 5,476 $392K 0.13% -74 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,565 shares; 2026Q1: 4,566 shares; 2026Q2: 3,367 shares 3,367 $371K 0.12% -1,199 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,804 shares; 2024Q4: 7,857 shares; 2025Q1: 7,884 shares; 2025Q2: 7,923 shares; 2025Q3: 7,960 shares; 2025Q4: 8,003 shares; 2026Q1: 5,889 shares; 2026Q2: 5,913 shares 5,913 $359K 0.12% +24 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND 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: 10,021 shares; 2026Q2: 10,082 shares 10,082 $356K 0.12% +61 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,920 shares; 2025Q3: 9,588 shares; 2025Q4: 9,548 shares; 2026Q1: 10,547 shares; 2026Q2: 10,602 shares 10,602 $353K 0.12% +55 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,748 shares; 2025Q2: 2,847 shares; 2025Q3: 2,732 shares; 2025Q4: 2,716 shares; 2026Q1: 3,050 shares; 2026Q2: 3,067 shares 3,067 $351K 0.11% +17 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 10,770 shares 10,770 $350K 0.11% +3,770 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,368 shares 1,368 $345K 0.11% new 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: 964 shares; 2024Q4: 970 shares; 2025Q1: 973 shares; 2025Q2: 973 shares; 2025Q3: 976 shares; 2025Q4: 980 shares; 2026Q1: 980 shares; 2026Q2: 981 shares 981 $337K 0.11% +1 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: 867 shares; 2025Q3: 868 shares; 2025Q4: 870 shares; 2026Q1: 870 shares; 2026Q2: 898 shares 898 $336K 0.11% +28 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL 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: 3,030 shares; 2026Q2: 3,050 shares 3,050 $329K 0.11% +20 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,125 shares; 2026Q2: 13,277 shares 13,277 $326K 0.11% +152 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,525 shares; 2024Q4: 5,396 shares; 2025Q1: 4,250 shares; 2025Q2: 4,398 shares; 2025Q3: 4,239 shares; 2025Q4: 4,166 shares; 2026Q1: 4,262 shares; 2026Q2: 4,295 shares 4,295 $326K 0.11% +33 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,473 shares; 2026Q2: 5,540 shares 5,540 $319K 0.1% +67 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,465 shares; 2025Q3: 2,575 shares; 2025Q4: 2,909 shares; 2026Q1: 2,957 shares; 2026Q2: 3,352 shares 3,352 $317K 0.1% +395 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 reported; 2024Q4: 6,489 shares; 2025Q1: 6,489 shares; 2025Q2: 6,531 shares; 2025Q3: 5,449 shares; 2025Q4: 6,238 shares; 2026Q1: 6,087 shares; 2026Q2: 5,544 shares 5,544 $316K 0.1% -543 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: 528 shares; 2024Q4: 800 shares; 2025Q1: 803 shares; 2025Q2: 807 shares; 2025Q3: 809 shares; 2025Q4: 821 shares; 2026Q1: 824 shares; 2026Q2: 894 shares 894 $315K 0.1% +70 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 862 shares 862 $315K 0.1% new Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,734 shares; 2025Q2: 1,800 shares; 2025Q3: 1,728 shares; 2025Q4: 1,716 shares; 2026Q1: 1,750 shares; 2026Q2: 1,761 shares 1,761 $315K 0.1% +11 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: 341 shares; 2024Q4: 341 shares; 2025Q1: 341 shares; 2025Q2: 342 shares; 2025Q3: 340 shares; 2025Q4: 332 shares; 2026Q1: 330 shares; 2026Q2: 330 shares 330 $309K 0.1% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,445 shares; 2026Q1: 4,473 shares; 2026Q2: 5,213 shares 5,213 $307K 0.1% +740 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 615 shares 615 $304K 0.1% new 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: 1,338 shares; 2024Q4: 1,344 shares; 2025Q1: 1,349 shares; 2025Q2: 1,355 shares; 2025Q3: 1,356 shares; 2025Q4: 1,336 shares; 2026Q1: 1,344 shares; 2026Q2: 1,348 shares 1,348 $300K 0.1% +4 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 594 shares 594 $298K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 303 shares 303 $296K 0.1% new Timeline DFAC 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: 6,726 shares; 2025Q4: 6,730 shares; 2026Q1: 6,484 shares; 2026Q2: 6,487 shares 6,487 $288K 0.09% +3 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: 953 shares; 2024Q4: 961 shares; 2025Q1: 964 shares; 2025Q2: 967 shares; 2025Q3: 917 shares; 2025Q4: 922 shares; 2026Q1: 926 shares; 2026Q2: 929 shares 929 $278K 0.09% +3 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,561 shares; 2025Q2: not reported; 2025Q3: 7,561 shares; 2025Q4: 13,032 shares; 2026Q1: 13,032 shares; 2026Q2: 13,032 shares 13,032 $277K 0.09% 0 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: 2,941 shares; 2026Q1: not reported; 2026Q2: 2,955 shares 2,955 $277K 0.09% 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: not reported; 2026Q1: 1,300 shares; 2026Q2: 1,400 shares 1,400 $274K 0.09% +100 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,016 shares; 2024Q4: 1,956 shares; 2025Q1: not reported; 2025Q2: 1,746 shares; 2025Q3: 1,766 shares; 2025Q4: 2,170 shares; 2026Q1: 2,205 shares; 2026Q2: 2,276 shares 2,276 $274K 0.09% +71 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,709 shares 1,709 $268K 0.09% 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: not reported; 2026Q2: 223 shares 223 $263K 0.09% new 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: 72,314 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,852 shares 1,852 $259K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,570 shares 1,570 $258K 0.08% new Timeline XSW 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: not reported; 2026Q1: not reported; 2026Q2: 1,491 shares 1,491 $256K 0.08% new Timeline IGSB 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: 4,875 shares 4,875 $255K 0.08% new Timeline REZ 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: 2,413 shares; 2026Q2: 2,689 shares 2,689 $255K 0.08% +276 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS 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: 11,773 shares; 2026Q2: 11,377 shares 11,377 $254K 0.08% -396 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,883 shares; 2024Q4: 1,899 shares; 2025Q1: 1,899 shares; 2025Q2: 1,910 shares; 2025Q3: 1,910 shares; 2025Q4: 1,926 shares; 2026Q1: 1,494 shares; 2026Q2: 1,352 shares 1,352 $253K 0.08% -142 Timeline PAAA PGIM ETF TR More: the full row for PGIM 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: 4,682 shares; 2026Q2: 4,887 shares 4,887 $251K 0.08% +205 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,900 shares 6,900 $249K 0.08% new Timeline DIHP 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: not reported; 2026Q1: 7,222 shares; 2026Q2: 7,270 shares 7,270 $248K 0.08% +48 Timeline XAR 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: 838 shares; 2026Q1: 838 shares; 2026Q2: 838 shares 838 $238K 0.08% 0 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,255 shares; 2026Q1: 3,552 shares; 2026Q2: 3,535 shares 3,535 $238K 0.08% -17 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,621 shares; 2026Q2: 4,621 shares 4,621 $235K 0.08% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,705 shares; 2024Q4: 9,079 shares; 2025Q1: 9,071 shares; 2025Q2: 9,264 shares; 2025Q3: 9,406 shares; 2025Q4: 11,263 shares; 2026Q1: 9,291 shares; 2026Q2: 9,687 shares 9,687 $234K 0.08% +396 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,055 shares; 2026Q2: 9,020 shares 9,020 $231K 0.08% +965 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,144 shares 5,144 $226K 0.07% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE 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: 710 shares 710 $226K 0.07% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO 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: 1,628 shares 1,628 $223K 0.07% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 900 shares 900 $221K 0.07% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,189 shares 1,189 $220K 0.07% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,400 shares 2,400 $218K 0.07% new Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,305 shares 2,305 $214K 0.07% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,256 shares; 2024Q4: 2,192 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,988 shares 1,988 $214K 0.07% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,043 shares; 2026Q1: not reported; 2026Q2: 2,043 shares 2,043 $212K 0.07% new Timeline ITA 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: 876 shares 876 $212K 0.07% new Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,000 shares 4,000 $211K 0.07% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,194 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,033 shares 2,033 $210K 0.07% new Timeline USIG 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: 4,088 shares 4,088 $210K 0.07% new Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,000 shares 4,000 $210K 0.07% new 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: 1,370 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,219 shares; 2026Q1: not reported; 2026Q2: 1,126 shares 1,126 $208K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,504 shares 1,504 $207K 0.07% new Timeline IYM 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: 1,141 shares; 2026Q2: 1,141 shares 1,141 $205K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,468 shares 2,468 $203K 0.07% new Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,929 shares; 2024Q4: 3,063 shares; 2025Q1: 3,074 shares; 2025Q2: 3,512 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,053 shares 2,053 $202K 0.07% new Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,006 shares 10,006 $108K 0.04% new Timeline