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: 54,823 shares; 2024Q4: 57,198 shares; 2025Q1: 59,823 shares; 2025Q2: 60,938 shares; 2025Q3: 62,499 shares; 2025Q4: 62,762 shares; 2026Q1: 63,599 shares; 2026Q2: 66,470 shares 66,470 $15.7M 8.16% +2,871 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: 7,259 shares; 2024Q4: 7,816 shares; 2025Q1: 8,836 shares; 2025Q2: 9,757 shares; 2025Q3: 10,333 shares; 2025Q4: 14,501 shares; 2026Q1: 15,361 shares; 2026Q2: 15,596 shares 15,596 $10.7M 5.55% +235 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: 14,144 shares; 2024Q4: 14,164 shares; 2025Q1: 14,601 shares; 2025Q2: 14,263 shares; 2025Q3: 14,293 shares; 2025Q4: 14,305 shares; 2026Q1: 14,255 shares; 2026Q2: 14,215 shares 14,215 $10.5M 5.43% -40 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: 23,305 shares; 2024Q4: 24,592 shares; 2025Q1: 24,725 shares; 2025Q2: 25,411 shares; 2025Q3: 25,573 shares; 2025Q4: 25,615 shares; 2026Q1: 25,807 shares; 2026Q2: 26,477 shares 26,477 $9.8M 5.08% +670 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: 14,936 shares; 2024Q4: 16,114 shares; 2025Q1: 15,926 shares; 2025Q2: 16,632 shares; 2025Q3: 16,851 shares; 2025Q4: 16,823 shares; 2026Q1: 17,159 shares; 2026Q2: 108,637 shares 108,637 $9.36M 4.85% +91,478 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: 31,872 shares; 2024Q4: 31,290 shares; 2025Q1: 29,800 shares; 2025Q2: 31,888 shares; 2025Q3: 33,016 shares; 2025Q4: 33,570 shares; 2026Q1: 33,905 shares; 2026Q2: 33,051 shares 33,051 $6.61M 3.43% -854 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: 7,791 shares; 2024Q4: 8,069 shares; 2025Q1: 8,124 shares; 2025Q2: 8,222 shares; 2025Q3: 8,227 shares; 2025Q4: 8,382 shares; 2026Q1: 8,408 shares; 2026Q2: 8,435 shares 8,435 $6.32M 3.28% +27 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: 19,950 shares; 2024Q4: 20,031 shares; 2025Q1: 19,625 shares; 2025Q2: 20,134 shares; 2025Q3: 20,356 shares; 2025Q4: 17,001 shares; 2026Q1: 16,898 shares; 2026Q2: 16,986 shares 16,986 $6.07M 3.15% +88 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: 17,236 shares; 2024Q4: 17,525 shares; 2025Q1: 15,804 shares; 2025Q2: 16,648 shares; 2025Q3: 16,350 shares; 2025Q4: 16,906 shares; 2026Q1: 16,901 shares; 2026Q2: 16,837 shares 16,837 $4.87M 2.53% -64 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: 5,914 shares; 2024Q4: 5,954 shares; 2025Q1: 6,017 shares; 2025Q2: 6,087 shares; 2025Q3: 6,264 shares; 2025Q4: 6,325 shares; 2026Q1: 6,346 shares; 2026Q2: 6,419 shares 6,419 $4.79M 2.49% +73 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: 39,395 shares; 2024Q4: 39,624 shares; 2025Q1: 39,791 shares; 2025Q2: 39,417 shares; 2025Q3: 40,199 shares; 2025Q4: 81,492 shares; 2026Q1: 81,146 shares; 2026Q2: 82,874 shares 82,874 $4.4M 2.28% +1,728 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: 7,957 shares; 2024Q4: 7,902 shares; 2025Q1: 8,005 shares; 2025Q2: 8,150 shares; 2025Q3: 8,464 shares; 2025Q4: 17,270 shares; 2026Q1: 17,576 shares; 2026Q2: 17,860 shares 17,860 $3.4M 1.76% +284 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: 25,918 shares; 2024Q4: 90,388 shares; 2025Q1: 91,610 shares; 2025Q2: 92,987 shares; 2025Q3: 93,263 shares; 2025Q4: 93,527 shares; 2026Q1: 93,527 shares; 2026Q2: 93,884 shares 93,884 $3.27M 1.69% +357 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,777 shares; 2024Q4: 25,682 shares; 2025Q1: 25,682 shares; 2025Q2: 25,682 shares; 2025Q3: 25,737 shares; 2025Q4: 25,054 shares; 2026Q1: 25,054 shares; 2026Q2: 25,140 shares 25,140 $3.21M 1.67% +86 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: 54,356 shares; 2024Q4: 55,037 shares; 2025Q1: 55,334 shares; 2025Q2: 54,770 shares; 2025Q3: 55,734 shares; 2025Q4: 56,461 shares; 2026Q1: 55,856 shares; 2026Q2: 57,128 shares 57,128 $3.06M 1.59% +1,272 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: 41,862 shares; 2024Q4: 41,943 shares; 2025Q1: 42,000 shares; 2025Q2: 42,066 shares; 2025Q3: 40,708 shares; 2025Q4: 40,776 shares; 2026Q1: 40,819 shares; 2026Q2: 40,722 shares 40,722 $2.9M 1.5% -97 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,530 shares; 2024Q4: 1,721 shares; 2025Q1: 2,298 shares; 2025Q2: 3,200 shares; 2025Q3: 3,375 shares; 2025Q4: 3,385 shares; 2026Q1: 3,423 shares; 2026Q2: 30,774 shares 30,774 $2.71M 1.4% +27,351 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,903 shares; 2024Q4: 3,988 shares; 2025Q1: 4,048 shares; 2025Q2: 4,228 shares; 2025Q3: 4,395 shares; 2025Q4: 4,916 shares; 2026Q1: 5,341 shares; 2026Q2: 5,609 shares 5,609 $2.42M 1.26% +268 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: 11,058 shares; 2024Q4: 11,295 shares; 2025Q1: 9,375 shares; 2025Q2: 9,378 shares; 2025Q3: 9,777 shares; 2025Q4: 10,188 shares; 2026Q1: 10,333 shares; 2026Q2: 10,146 shares 10,146 $2.42M 1.25% -187 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: 13,831 shares; 2024Q4: 15,867 shares; 2025Q1: 15,989 shares; 2025Q2: 16,123 shares; 2025Q3: 18,618 shares; 2025Q4: 19,713 shares; 2026Q1: 22,573 shares; 2026Q2: 26,902 shares 26,902 $2.3M 1.19% +4,329 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: 6,843 shares; 2024Q4: 6,900 shares; 2025Q1: 5,136 shares; 2025Q2: 5,633 shares; 2025Q3: 5,876 shares; 2025Q4: 5,941 shares; 2026Q1: 6,094 shares; 2026Q2: 5,803 shares 5,803 $2.19M 1.14% -291 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: 6,122 shares; 2024Q4: 6,059 shares; 2025Q1: 4,631 shares; 2025Q2: 5,576 shares; 2025Q3: 5,883 shares; 2025Q4: 6,001 shares; 2026Q1: 5,880 shares; 2026Q2: 5,854 shares 5,854 $2.18M 1.13% -26 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,320 shares; 2024Q4: 19,445 shares; 2025Q1: 19,448 shares; 2025Q2: 19,450 shares; 2025Q3: 19,414 shares; 2025Q4: 19,416 shares; 2026Q1: 19,420 shares; 2026Q2: 19,416 shares 19,416 $2.06M 1.07% -4 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: 12,308 shares; 2024Q4: 12,145 shares; 2025Q1: 12,163 shares; 2025Q2: 11,682 shares; 2025Q3: 11,873 shares; 2025Q4: 12,049 shares; 2026Q1: 12,162 shares; 2026Q2: 12,477 shares 12,477 $1.98M 1.03% +315 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: 22,571 shares; 2024Q4: 22,723 shares; 2025Q1: 22,698 shares; 2025Q2: 22,661 shares; 2025Q3: 22,969 shares; 2025Q4: 23,149 shares; 2026Q1: 23,329 shares; 2026Q2: 23,238 shares 23,238 $1.93M 1% -91 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: 3,398 shares; 2024Q4: 3,274 shares; 2025Q1: 3,127 shares; 2025Q2: 3,405 shares; 2025Q3: 4,162 shares; 2025Q4: 4,371 shares; 2026Q1: 4,275 shares; 2026Q2: 4,368 shares 4,368 $1.84M 0.95% +93 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,038 shares; 2024Q4: 7,130 shares; 2025Q1: 7,141 shares; 2025Q2: 7,231 shares; 2025Q3: 7,411 shares; 2025Q4: 14,865 shares; 2026Q1: 15,094 shares; 2026Q2: 15,580 shares 15,580 $1.83M 0.95% +486 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: 12,591 shares; 2024Q4: 13,107 shares; 2025Q1: 13,317 shares; 2025Q2: 13,697 shares; 2025Q3: 14,512 shares; 2025Q4: 15,039 shares; 2026Q1: 15,657 shares; 2026Q2: 16,624 shares 16,624 $1.73M 0.9% +967 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: 7,333 shares; 2024Q4: 7,253 shares; 2025Q1: 7,194 shares; 2025Q2: 7,092 shares; 2025Q3: 7,018 shares; 2025Q4: 6,972 shares; 2026Q1: 6,977 shares; 2026Q2: 6,462 shares 6,462 $1.63M 0.85% -515 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: 3,305 shares; 2024Q4: 3,684 shares; 2025Q1: 3,840 shares; 2025Q2: 4,020 shares; 2025Q3: 4,457 shares; 2025Q4: 4,718 shares; 2026Q1: 4,978 shares; 2026Q2: 5,360 shares 5,360 $1.62M 0.84% +382 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,363 shares; 2025Q4: 1,403 shares; 2026Q1: 1,465 shares; 2026Q2: 1,346 shares 1,346 $1.55M 0.81% -119 Timeline XLB 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: 14,046 shares; 2024Q4: 14,208 shares; 2025Q1: 14,237 shares; 2025Q2: 14,030 shares; 2025Q3: 14,238 shares; 2025Q4: 29,407 shares; 2026Q1: 29,776 shares; 2026Q2: 30,217 shares 30,217 $1.54M 0.8% +441 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: 3,814 shares; 2024Q4: 3,701 shares; 2025Q1: 3,738 shares; 2025Q2: 3,980 shares; 2025Q3: 4,020 shares; 2025Q4: 4,075 shares; 2026Q1: 4,215 shares; 2026Q2: 4,282 shares 4,282 $1.4M 0.73% +67 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: 4,844 shares; 2024Q4: 5,016 shares; 2025Q1: 3,868 shares; 2025Q2: 3,326 shares; 2025Q3: 3,633 shares; 2025Q4: 3,778 shares; 2026Q1: 3,762 shares; 2026Q2: 3,749 shares 3,749 $1.32M 0.69% -13 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: 2,069 shares; 2024Q4: 2,077 shares; 2025Q1: 2,057 shares; 2025Q2: 1,885 shares; 2025Q3: 1,930 shares; 2025Q4: 1,999 shares; 2026Q1: 2,017 shares; 2026Q2: 2,028 shares 2,028 $1.26M 0.66% +11 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,550 shares; 2024Q4: 9,734 shares; 2025Q1: 10,100 shares; 2025Q2: 10,267 shares; 2025Q3: 10,869 shares; 2025Q4: 10,923 shares; 2026Q1: 11,145 shares; 2026Q2: 11,355 shares 11,355 $1.22M 0.63% +210 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: 2,814 shares; 2024Q4: 2,532 shares; 2025Q1: 3,378 shares; 2025Q2: 4,357 shares; 2025Q3: 4,366 shares; 2025Q4: 4,401 shares; 2026Q1: 4,433 shares; 2026Q2: 5,514 shares 5,514 $1.2M 0.62% +1,081 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: 16,502 shares; 2024Q4: 16,448 shares; 2025Q1: 16,624 shares; 2025Q2: 15,872 shares; 2025Q3: 16,837 shares; 2025Q4: 17,574 shares; 2026Q1: 18,413 shares; 2026Q2: 19,162 shares 19,162 $1.16M 0.6% +749 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,371 shares; 2024Q4: 1,452 shares; 2025Q1: 1,470 shares; 2025Q2: 1,496 shares; 2025Q3: 1,540 shares; 2025Q4: 1,581 shares; 2026Q1: 1,621 shares; 2026Q2: 1,653 shares 1,653 $1.16M 0.6% +32 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: 610 shares; 2024Q4: 560 shares; 2025Q1: 606 shares; 2025Q2: 636 shares; 2025Q3: 724 shares; 2025Q4: 811 shares; 2026Q1: 833 shares; 2026Q2: 867 shares 867 $1.04M 0.54% +34 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,249 shares; 2024Q4: 11,249 shares; 2025Q1: 11,249 shares; 2025Q2: 11,249 shares; 2025Q3: 11,369 shares; 2025Q4: 11,369 shares; 2026Q1: 11,369 shares; 2026Q2: 11,369 shares 11,369 $934K 0.48% 0 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: 13,752 shares; 2024Q4: 13,809 shares; 2025Q1: 14,294 shares; 2025Q2: 15,056 shares; 2025Q3: 15,232 shares; 2025Q4: 15,365 shares; 2026Q1: 15,596 shares; 2026Q2: 16,005 shares 16,005 $912K 0.47% +409 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: 8,000 shares; 2024Q4: 8,561 shares; 2025Q1: 8,540 shares; 2025Q2: 8,596 shares; 2025Q3: 8,670 shares; 2025Q4: 17,651 shares; 2026Q1: 17,782 shares; 2026Q2: 18,829 shares 18,829 $854K 0.44% +1,047 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: 5,485 shares; 2024Q4: 5,708 shares; 2025Q1: 5,941 shares; 2025Q2: 6,098 shares; 2025Q3: 6,484 shares; 2025Q4: 6,645 shares; 2026Q1: 6,802 shares; 2026Q2: 14,233 shares 14,233 $799K 0.41% +7,431 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,262 shares; 2024Q4: 6,257 shares; 2025Q1: 6,295 shares; 2025Q2: 6,327 shares; 2025Q3: 6,379 shares; 2025Q4: 6,380 shares; 2026Q1: 6,414 shares; 2026Q2: 6,466 shares 6,466 $785K 0.41% +52 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: 2,413 shares; 2024Q4: 2,147 shares; 2025Q1: 2,591 shares; 2025Q2: 2,422 shares; 2025Q3: 2,802 shares; 2025Q4: 2,869 shares; 2026Q1: 3,003 shares; 2026Q2: 3,038 shares 3,038 $771K 0.4% +35 Timeline DIVZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 17,321 shares; 2025Q3: 18,331 shares; 2025Q4: 19,175 shares; 2026Q1: 19,922 shares; 2026Q2: 20,355 shares 20,355 $761K 0.39% +433 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 939 shares; 2024Q4: 986 shares; 2025Q1: 1,004 shares; 2025Q2: 989 shares; 2025Q3: 1,037 shares; 2025Q4: 1,102 shares; 2026Q1: 1,120 shares; 2026Q2: 1,154 shares 1,154 $757K 0.39% +34 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: 977 shares; 2024Q4: 994 shares; 2025Q1: 824 shares; 2025Q2: 886 shares; 2025Q3: 898 shares; 2025Q4: 831 shares; 2026Q1: 872 shares; 2026Q2: 795 shares 795 $743K 0.39% -77 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: 5,996 shares; 2024Q4: 5,997 shares; 2025Q1: 6,090 shares; 2025Q2: 5,966 shares; 2025Q3: 6,082 shares; 2025Q4: 5,980 shares; 2026Q1: 6,059 shares; 2026Q2: 6,174 shares 6,174 $726K 0.38% +115 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 878 shares; 2024Q4: 1,768 shares; 2025Q1: 1,759 shares; 2025Q2: 1,774 shares; 2025Q3: 1,787 shares; 2025Q4: 1,784 shares; 2026Q1: 2,155 shares; 2026Q2: 2,098 shares 2,098 $715K 0.37% -57 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: 1,764 shares; 2024Q4: 1,814 shares; 2025Q1: 1,228 shares; 2025Q2: 1,321 shares; 2025Q3: 1,379 shares; 2025Q4: 1,349 shares; 2026Q1: 1,424 shares; 2026Q2: 1,266 shares 1,266 $713K 0.37% -158 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,159 shares; 2026Q1: 1,213 shares; 2026Q2: 1,181 shares 1,181 $686K 0.36% -32 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: 1,156 shares; 2024Q4: 1,188 shares; 2025Q1: 938 shares; 2025Q2: 904 shares; 2025Q3: 896 shares; 2025Q4: 887 shares; 2026Q1: 954 shares; 2026Q2: 896 shares 896 $684K 0.35% -58 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,073 shares; 2024Q4: 7,677 shares; 2025Q1: 6,855 shares; 2025Q2: 6,499 shares; 2025Q3: 6,657 shares; 2025Q4: 6,013 shares; 2026Q1: 6,150 shares; 2026Q2: 5,990 shares 5,990 $678K 0.35% -160 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: 1,375 shares; 2024Q4: 1,398 shares; 2025Q1: 1,193 shares; 2025Q2: 1,126 shares; 2025Q3: 1,285 shares; 2025Q4: 1,268 shares; 2026Q1: 1,326 shares; 2026Q2: 1,354 shares 1,354 $678K 0.35% +28 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,330 shares; 2024Q4: 2,337 shares; 2025Q1: 2,292 shares; 2025Q2: 2,325 shares; 2025Q3: 2,440 shares; 2025Q4: 2,458 shares; 2026Q1: 2,439 shares; 2026Q2: 2,613 shares 2,613 $657K 0.34% +174 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: 9,674 shares; 2024Q4: 9,608 shares; 2025Q1: 9,641 shares; 2025Q2: 10,262 shares; 2025Q3: 10,230 shares; 2025Q4: 10,278 shares; 2026Q1: 10,358 shares; 2026Q2: 10,155 shares 10,155 $606K 0.31% -203 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123 shares; 2024Q4: 125 shares; 2025Q1: 123 shares; 2025Q2: 124 shares; 2025Q3: 130 shares; 2025Q4: 129 shares; 2026Q1: 135 shares; 2026Q2: 3,363 shares 3,363 $599K 0.31% +3,228 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: 6,947 shares; 2024Q4: 7,012 shares; 2025Q1: 4,032 shares; 2025Q2: 4,312 shares; 2025Q3: 4,429 shares; 2025Q4: 4,519 shares; 2026Q1: 4,895 shares; 2026Q2: 5,089 shares 5,089 $598K 0.31% +194 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,974 shares; 2024Q4: 1,981 shares; 2025Q1: 2,004 shares; 2025Q2: 2,512 shares; 2025Q3: 2,518 shares; 2025Q4: 2,443 shares; 2026Q1: 2,446 shares; 2026Q2: 2,383 shares 2,383 $587K 0.3% -63 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: 3,653 shares; 2024Q4: 3,634 shares; 2025Q1: 3,615 shares; 2025Q2: 3,624 shares; 2025Q3: 3,639 shares; 2025Q4: 3,648 shares; 2026Q1: 3,696 shares; 2026Q2: 3,733 shares 3,733 $568K 0.29% +37 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,333 shares; 2024Q4: 2,254 shares; 2025Q1: 2,871 shares; 2025Q2: 2,943 shares; 2025Q3: 3,565 shares; 2025Q4: 3,637 shares; 2026Q1: 3,942 shares; 2026Q2: 4,142 shares 4,142 $566K 0.29% +200 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,193 shares; 2024Q4: 4,088 shares; 2025Q1: 4,069 shares; 2025Q2: 3,665 shares; 2025Q3: 3,629 shares; 2025Q4: 3,614 shares; 2026Q1: 3,615 shares; 2026Q2: 3,374 shares 3,374 $562K 0.29% -241 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,156 shares; 2024Q4: 6,152 shares; 2025Q1: 6,352 shares; 2025Q2: 6,388 shares; 2025Q3: 6,371 shares; 2025Q4: 6,462 shares; 2026Q1: 6,383 shares; 2026Q2: 6,718 shares 6,718 $555K 0.29% +335 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,865 shares; 2024Q4: 4,865 shares; 2025Q1: 4,977 shares; 2025Q2: 4,977 shares; 2025Q3: 4,993 shares; 2025Q4: 5,020 shares; 2026Q1: 5,065 shares; 2026Q2: 5,065 shares 5,065 $552K 0.29% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,332 shares; 2025Q3: 1,335 shares; 2025Q4: 1,338 shares; 2026Q1: 1,340 shares; 2026Q2: 1,342 shares 1,342 $550K 0.28% +2 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: 2,436 shares; 2024Q4: 2,444 shares; 2025Q1: 2,562 shares; 2025Q2: 2,631 shares; 2025Q3: 2,656 shares; 2025Q4: 2,637 shares; 2026Q1: 2,702 shares; 2026Q2: 2,790 shares 2,790 $529K 0.27% +88 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,949 shares; 2024Q4: 6,332 shares; 2025Q1: 6,519 shares; 2025Q2: 6,829 shares; 2025Q3: 7,002 shares; 2025Q4: 7,235 shares; 2026Q1: 8,122 shares; 2026Q2: 8,395 shares 8,395 $522K 0.27% +273 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: 1,133 shares; 2024Q4: not reported; 2025Q1: 1,316 shares; 2025Q2: 1,285 shares; 2025Q3: 1,301 shares; 2025Q4: 1,310 shares; 2026Q1: 1,303 shares; 2026Q2: 1,381 shares 1,381 $516K 0.27% +78 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,030 shares; 2024Q4: 6,030 shares; 2025Q1: 6,030 shares; 2025Q2: 6,030 shares; 2025Q3: 6,155 shares; 2025Q4: 5,147 shares; 2026Q1: 5,199 shares; 2026Q2: 5,199 shares 5,199 $492K 0.25% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 696 shares; 2025Q4: 842 shares; 2026Q1: 1,079 shares; 2026Q2: 1,330 shares 1,330 $490K 0.25% +251 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: 518 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 396 shares; 2026Q1: 434 shares; 2026Q2: 449 shares 449 $478K 0.25% +15 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: 1,921 shares; 2024Q4: 1,958 shares; 2025Q1: 1,365 shares; 2025Q2: 1,281 shares; 2025Q3: 1,249 shares; 2025Q4: 1,310 shares; 2026Q1: 1,346 shares; 2026Q2: 1,357 shares 1,357 $466K 0.24% +11 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,425 shares; 2024Q4: 32,445 shares; 2025Q1: 32,339 shares; 2025Q2: 32,642 shares; 2025Q3: 32,665 shares; 2025Q4: 32,819 shares; 2026Q1: 32,943 shares; 2026Q2: 33,007 shares 33,007 $459K 0.24% +64 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,751 shares; 2024Q4: 3,739 shares; 2025Q1: 3,719 shares; 2025Q2: 3,708 shares; 2025Q3: 3,754 shares; 2025Q4: 3,755 shares; 2026Q1: 3,755 shares; 2026Q2: 3,823 shares 3,823 $455K 0.24% +68 Timeline XTN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,685 shares; 2024Q4: 5,677 shares; 2025Q1: 5,660 shares; 2025Q2: 3,870 shares; 2025Q3: 3,945 shares; 2025Q4: 3,940 shares; 2026Q1: 3,940 shares; 2026Q2: 3,929 shares 3,929 $454K 0.24% -11 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,390 shares; 2024Q4: 2,323 shares; 2025Q1: 2,384 shares; 2025Q2: 2,404 shares; 2025Q3: 2,485 shares; 2025Q4: 2,594 shares; 2026Q1: 2,672 shares; 2026Q2: 2,677 shares 2,677 $453K 0.23% +5 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: 1,560 shares; 2026Q2: 1,710 shares 1,710 $437K 0.23% +150 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: 876 shares; 2025Q4: 876 shares; 2026Q1: 879 shares; 2026Q2: 879 shares 879 $420K 0.22% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,725 shares; 2024Q4: 3,756 shares; 2025Q1: 3,756 shares; 2025Q2: 4,222 shares; 2025Q3: 4,222 shares; 2025Q4: 4,263 shares; 2026Q1: 4,321 shares; 2026Q2: 4,361 shares 4,361 $416K 0.22% +40 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: 821 shares; 2024Q4: 821 shares; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 822 shares; 2025Q4: 822 shares; 2026Q1: 822 shares; 2026Q2: 3,289 shares 3,289 $408K 0.21% +2,467 Timeline MLPA 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: 8,580 shares; 2024Q4: 8,580 shares; 2025Q1: 8,580 shares; 2025Q2: 8,580 shares; 2025Q3: 9,443 shares; 2025Q4: 9,443 shares; 2026Q1: 7,327 shares; 2026Q2: 7,327 shares 7,327 $389K 0.2% 0 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: 2,552 shares; 2024Q4: 2,500 shares; 2025Q1: 2,778 shares; 2025Q2: 2,778 shares; 2025Q3: 2,779 shares; 2025Q4: 2,780 shares; 2026Q1: 2,780 shares; 2026Q2: 2,780 shares 2,780 $382K 0.2% 0 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: 762 shares; 2024Q4: 681 shares; 2025Q1: 717 shares; 2025Q2: 721 shares; 2025Q3: 727 shares; 2025Q4: 671 shares; 2026Q1: 744 shares; 2026Q2: 737 shares 737 $382K 0.2% -7 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: 5,715 shares; 2024Q4: 5,306 shares; 2025Q1: 5,140 shares; 2025Q2: 5,202 shares; 2025Q3: 5,301 shares; 2025Q4: 5,343 shares; 2026Q1: 5,654 shares; 2026Q2: 5,289 shares 5,289 $382K 0.2% -365 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: 1,029 shares 1,029 $376K 0.2% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,814 shares; 2024Q4: 2,815 shares; 2025Q1: 2,849 shares; 2025Q2: 2,849 shares; 2025Q3: 2,819 shares; 2025Q4: 2,532 shares; 2026Q1: 2,533 shares; 2026Q2: 2,532 shares 2,532 $376K 0.19% -1 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: 1,527 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 682 shares; 2026Q2: 516 shares 516 $373K 0.19% -166 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,667 shares; 2024Q4: 1,689 shares; 2025Q1: 960 shares; 2025Q2: 917 shares; 2025Q3: 867 shares; 2025Q4: 848 shares; 2026Q1: 853 shares; 2026Q2: 713 shares 713 $372K 0.19% -140 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 378 shares 378 $365K 0.19% new 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: 564 shares; 2024Q4: 562 shares; 2025Q1: 599 shares; 2025Q2: 570 shares; 2025Q3: 533 shares; 2025Q4: 493 shares; 2026Q1: 364 shares; 2026Q2: 352 shares 352 $356K 0.18% -12 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: 299 shares; 2026Q2: 300 shares 300 $353K 0.18% +1 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,552 shares; 2025Q3: 3,725 shares; 2025Q4: 3,918 shares; 2026Q1: 4,052 shares; 2026Q2: 4,101 shares 4,101 $351K 0.18% +49 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,984 shares; 2024Q4: 1,949 shares; 2025Q1: 1,951 shares; 2025Q2: 2,242 shares; 2025Q3: 2,187 shares; 2025Q4: 2,105 shares; 2026Q1: 2,107 shares; 2026Q2: 2,108 shares 2,108 $345K 0.18% +1 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: 3,134 shares; 2024Q4: 3,254 shares; 2025Q1: 2,879 shares; 2025Q2: 2,767 shares; 2025Q3: 2,805 shares; 2025Q4: 2,361 shares; 2026Q1: 2,504 shares; 2026Q2: 2,340 shares 2,340 $343K 0.18% -164 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 142 shares; 2026Q2: 1,135 shares 1,135 $342K 0.18% +993 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 1,436 shares; 2026Q1: 1,455 shares; 2026Q2: 1,471 shares 1,471 $337K 0.17% +16 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,509 shares; 2026Q2: 9,669 shares 9,669 $334K 0.17% +2,160 Timeline XBI 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: 2,045 shares; 2025Q4: 2,071 shares; 2026Q1: 2,071 shares; 2026Q2: 2,101 shares 2,101 $332K 0.17% +30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 934 shares; 2025Q3: 937 shares; 2025Q4: 942 shares; 2026Q1: 945 shares; 2026Q2: 947 shares 947 $326K 0.17% +2 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 740 shares 740 $321K 0.17% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 738 shares; 2025Q3: 740 shares; 2025Q4: 742 shares; 2026Q1: 743 shares; 2026Q2: 745 shares 745 $318K 0.16% +2 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER 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: 4,972 shares; 2025Q4: 5,003 shares; 2026Q1: 5,716 shares; 2026Q2: 5,893 shares 5,893 $315K 0.16% +177 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,542 shares; 2025Q2: 1,589 shares; 2025Q3: 1,598 shares; 2025Q4: 1,706 shares; 2026Q1: 1,737 shares; 2026Q2: 1,739 shares 1,739 $315K 0.16% +2 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 810 shares; 2024Q4: 813 shares; 2025Q1: not reported; 2025Q2: 809 shares; 2025Q3: 808 shares; 2025Q4: 815 shares; 2026Q1: 830 shares; 2026Q2: 844 shares 844 $313K 0.16% +14 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: 738 shares; 2024Q4: 753 shares; 2025Q1: 459 shares; 2025Q2: 494 shares; 2025Q3: 498 shares; 2025Q4: 5,134 shares; 2026Q1: 4,973 shares; 2026Q2: 4,357 shares 4,357 $311K 0.16% -616 Timeline BUI BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,206 shares; 2024Q4: 9,357 shares; 2025Q1: 9,526 shares; 2025Q2: 9,688 shares; 2025Q3: 9,837 shares; 2025Q4: 10,392 shares; 2026Q1: 10,546 shares; 2026Q2: 10,699 shares 10,699 $310K 0.16% +153 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,176 shares 2,176 $304K 0.16% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,022 shares; 2024Q4: 3,011 shares; 2025Q1: 3,001 shares; 2025Q2: 2,837 shares; 2025Q3: 2,895 shares; 2025Q4: 2,965 shares; 2026Q1: 3,069 shares; 2026Q2: 2,932 shares 2,932 $300K 0.16% -137 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,235 shares; 2024Q4: 1,236 shares; 2025Q1: 1,236 shares; 2025Q2: 1,236 shares; 2025Q3: 1,236 shares; 2025Q4: 1,236 shares; 2026Q1: 1,236 shares; 2026Q2: 1,344 shares 1,344 $295K 0.15% +108 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 304 shares; 2025Q3: 291 shares; 2025Q4: 291 shares; 2026Q1: 289 shares; 2026Q2: 2,434 shares 2,434 $291K 0.15% +2,145 Timeline DIVB 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: 4,095 shares; 2025Q3: 4,212 shares; 2025Q4: 4,464 shares; 2026Q1: 4,644 shares; 2026Q2: 4,715 shares 4,715 $290K 0.15% +71 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,974 shares; 2026Q1: 2,203 shares; 2026Q2: 2,194 shares 2,194 $282K 0.15% -9 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,695 shares; 2024Q4: 1,696 shares; 2025Q1: 1,696 shares; 2025Q2: 1,696 shares; 2025Q3: 1,696 shares; 2025Q4: 1,697 shares; 2026Q1: 1,698 shares; 2026Q2: 1,694 shares 1,694 $277K 0.14% -4 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: 3,119 shares; 2024Q4: 9,388 shares; 2025Q1: 9,388 shares; 2025Q2: 9,388 shares; 2025Q3: 9,388 shares; 2025Q4: 9,388 shares; 2026Q1: 9,388 shares; 2026Q2: 9,388 shares 9,388 $276K 0.14% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,194 shares; 2025Q3: 1,204 shares; 2025Q4: 1,209 shares; 2026Q1: 1,232 shares; 2026Q2: 1,274 shares 1,274 $276K 0.14% +42 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,509 shares; 2024Q4: 2,477 shares; 2025Q1: 1,773 shares; 2025Q2: 1,679 shares; 2025Q3: 1,760 shares; 2025Q4: 1,782 shares; 2026Q1: 1,997 shares; 2026Q2: 1,817 shares 1,817 $275K 0.14% -180 Timeline VCR 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: 740 shares; 2024Q4: 736 shares; 2025Q1: 724 shares; 2025Q2: 718 shares; 2025Q3: 738 shares; 2025Q4: 733 shares; 2026Q1: 733 shares; 2026Q2: 694 shares 694 $275K 0.14% -39 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: not reported; 2026Q2: 1,123 shares 1,123 $273K 0.14% new 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: not reported; 2024Q4: not reported; 2025Q1: 819 shares; 2025Q2: 880 shares; 2025Q3: 867 shares; 2025Q4: 918 shares; 2026Q1: 864 shares; 2026Q2: 970 shares 970 $273K 0.14% +106 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,459 shares; 2025Q3: 1,460 shares; 2025Q4: 1,461 shares; 2026Q1: 1,462 shares; 2026Q2: 1,462 shares 1,462 $271K 0.14% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 814 shares; 2024Q4: 720 shares; 2025Q1: 615 shares; 2025Q2: 688 shares; 2025Q3: 733 shares; 2025Q4: 714 shares; 2026Q1: 731 shares; 2026Q2: 760 shares 760 $268K 0.14% +29 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,128 shares; 2024Q4: 851 shares; 2025Q1: 764 shares; 2025Q2: 831 shares; 2025Q3: 896 shares; 2025Q4: 698 shares; 2026Q1: 752 shares; 2026Q2: 735 shares 735 $266K 0.14% -17 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,975 shares; 2024Q4: 2,975 shares; 2025Q1: not reported; 2025Q2: 2,975 shares; 2025Q3: 2,975 shares; 2025Q4: 2,975 shares; 2026Q1: 2,975 shares; 2026Q2: 2,975 shares 2,975 $261K 0.14% 0 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: not reported; 2026Q1: not reported; 2026Q2: 919 shares 919 $261K 0.14% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 910 shares; 2025Q4: 910 shares; 2026Q1: not reported; 2026Q2: 910 shares 910 $260K 0.13% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 349 shares; 2025Q2: 357 shares; 2025Q3: 349 shares; 2025Q4: 354 shares; 2026Q1: 367 shares; 2026Q2: 344 shares 344 $260K 0.13% -23 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: 3,266 shares; 2024Q4: 3,359 shares; 2025Q1: 3,126 shares; 2025Q2: 3,133 shares; 2025Q3: 2,702 shares; 2025Q4: 1,864 shares; 2026Q1: 2,097 shares; 2026Q2: 1,768 shares 1,768 $259K 0.13% -329 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: 463 shares; 2024Q4: 481 shares; 2025Q1: 449 shares; 2025Q2: 412 shares; 2025Q3: 402 shares; 2025Q4: 456 shares; 2026Q1: 555 shares; 2026Q2: 495 shares 495 $254K 0.13% -60 Timeline BOTZ 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: 6,057 shares; 2025Q4: 6,335 shares; 2026Q1: 6,546 shares; 2026Q2: 6,646 shares 6,646 $252K 0.13% +100 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,828 shares; 2024Q4: 1,783 shares; 2025Q1: 1,378 shares; 2025Q2: 1,359 shares; 2025Q3: 1,215 shares; 2025Q4: 951 shares; 2026Q1: 956 shares; 2026Q2: 884 shares 884 $250K 0.13% -72 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,959 shares; 2024Q4: 1,966 shares; 2025Q1: 1,970 shares; 2025Q2: 1,939 shares; 2025Q3: 1,928 shares; 2025Q4: 1,907 shares; 2026Q1: 1,695 shares; 2026Q2: 1,698 shares 1,698 $248K 0.13% +3 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 504 shares; 2025Q3: 528 shares; 2025Q4: 366 shares; 2026Q1: 366 shares; 2026Q2: 312 shares 312 $248K 0.13% -54 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,173 shares 1,173 $245K 0.13% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,937 shares; 2024Q4: 1,937 shares; 2025Q1: 1,943 shares; 2025Q2: 1,937 shares; 2025Q3: 1,973 shares; 2025Q4: 1,997 shares; 2026Q1: 2,033 shares; 2026Q2: 2,062 shares 2,062 $244K 0.13% +29 Timeline MDYG 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: 2,121 shares; 2026Q2: 2,162 shares 2,162 $242K 0.13% +41 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: 1,772 shares; 2024Q4: 1,512 shares; 2025Q1: 1,431 shares; 2025Q2: not reported; 2025Q3: 1,322 shares; 2025Q4: not reported; 2026Q1: 1,418 shares; 2026Q2: 1,451 shares 1,451 $240K 0.12% +33 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,934 shares; 2026Q2: 5,002 shares 5,002 $238K 0.12% +68 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 430 shares; 2026Q1: 449 shares; 2026Q2: 464 shares 464 $236K 0.12% +15 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,914 shares; 2026Q2: 2,876 shares 2,876 $234K 0.12% -38 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP 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: 1,171 shares 1,171 $227K 0.12% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,435 shares 1,435 $225K 0.12% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,031 shares; 2024Q4: 660 shares; 2025Q1: 536 shares; 2025Q2: 550 shares; 2025Q3: 649 shares; 2025Q4: 495 shares; 2026Q1: 506 shares; 2026Q2: 427 shares 427 $214K 0.11% -79 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 331 shares 331 $210K 0.11% new 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: 2,522 shares; 2026Q1: 2,648 shares; 2026Q2: 2,648 shares 2,648 $209K 0.11% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,156 shares 1,156 $206K 0.11% new Timeline VGK 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: not reported; 2026Q2: 2,331 shares 2,331 $206K 0.11% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,852 shares; 2024Q4: not reported; 2025Q1: 3,478 shares; 2025Q2: 3,276 shares; 2025Q3: 3,331 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,138 shares 2,138 $206K 0.11% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,744 shares 1,744 $205K 0.11% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,953 shares 2,953 $202K 0.1% new Timeline ILF 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: 5,967 shares 5,967 $201K 0.1% new 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: 1,504 shares; 2024Q4: 1,605 shares; 2025Q1: 784 shares; 2025Q2: 701 shares; 2025Q3: 703 shares; 2025Q4: 704 shares; 2026Q1: 693 shares; 2026Q2: 591 shares 591 $200K 0.1% -102 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,285 shares; 2024Q4: 4,385 shares; 2025Q1: 4,052 shares; 2025Q2: 3,864 shares; 2025Q3: 3,906 shares; 2025Q4: 3,880 shares; 2026Q1: 3,875 shares; 2026Q2: 3,602 shares 3,602 $200K 0.1% -273 Timeline EDF VIRTUS STONE HBR EMRG MKTS I More: the full row for VIRTUS STONE HBR EMRG MKTS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,826 shares; 2024Q4: 16,430 shares; 2025Q1: 13,683 shares; 2025Q2: 14,206 shares; 2025Q3: 14,738 shares; 2025Q4: 15,100 shares; 2026Q1: 15,842 shares; 2026Q2: 16,219 shares 16,219 $90.5K 0.05% +377 Timeline WWR WESTWATER RES INC More: the full row for WESTWATER RES 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: 15,820 shares 15,820 $7.99K <0.01% new Timeline