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: 541,374 shares; 2024Q4: 539,693 shares; 2025Q1: 536,723 shares; 2025Q2: 538,915 shares; 2025Q3: 543,702 shares; 2025Q4: 549,805 shares; 2026Q1: 559,760 shares; 2026Q2: 567,525 shares 567,525 $89.7M 14.29% +7,765 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: 81,683 shares; 2024Q4: 81,398 shares; 2025Q1: 83,218 shares; 2025Q2: 85,682 shares; 2025Q3: 87,135 shares; 2025Q4: 88,098 shares; 2026Q1: 90,246 shares; 2026Q2: 90,811 shares 90,811 $68M 10.83% +565 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: 56,837 shares; 2024Q4: 62,763 shares; 2025Q1: 75,638 shares; 2025Q2: 84,703 shares; 2025Q3: 89,441 shares; 2025Q4: 95,335 shares; 2026Q1: 97,846 shares; 2026Q2: 603,992 shares 603,992 $52M 8.29% +506,146 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: 268,538 shares; 2024Q4: 272,026 shares; 2025Q1: 275,864 shares; 2025Q2: 279,737 shares; 2025Q3: 281,487 shares; 2025Q4: 279,825 shares; 2026Q1: 278,651 shares; 2026Q2: 279,804 shares 279,804 $42.6M 6.78% +1,153 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: 156,906 shares; 2024Q4: 162,123 shares; 2025Q1: 166,553 shares; 2025Q2: 171,444 shares; 2025Q3: 173,223 shares; 2025Q4: 175,653 shares; 2026Q1: 177,091 shares; 2026Q2: 180,415 shares 180,415 $39.3M 6.26% +3,324 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: 260,639 shares; 2024Q4: 266,971 shares; 2025Q1: 272,272 shares; 2025Q2: 269,334 shares; 2025Q3: 281,539 shares; 2025Q4: 273,040 shares; 2026Q1: 277,089 shares; 2026Q2: 281,143 shares 281,143 $21.7M 3.45% +4,054 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: 128,555 shares; 2024Q4: 131,665 shares; 2025Q1: 128,687 shares; 2025Q2: 118,119 shares; 2025Q3: 116,828 shares; 2025Q4: 110,101 shares; 2026Q1: 110,136 shares; 2026Q2: 109,652 shares 109,652 $16.3M 2.59% -484 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: 43,939 shares; 2024Q4: 44,158 shares; 2025Q1: 44,474 shares; 2025Q2: 46,327 shares; 2025Q3: 51,262 shares; 2025Q4: 46,817 shares; 2026Q1: 46,139 shares; 2026Q2: 46,551 shares 46,551 $13.5M 2.15% +412 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,192 shares; 2024Q4: 182,692 shares; 2025Q1: 165,727 shares; 2025Q2: 225,840 shares; 2025Q3: 238,441 shares; 2025Q4: 246,648 shares; 2026Q1: 250,304 shares; 2026Q2: 245,335 shares 245,335 $9.34M 1.49% -4,969 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: 27,977 shares; 2024Q4: 27,991 shares; 2025Q1: 28,043 shares; 2025Q2: 28,404 shares; 2025Q3: 30,399 shares; 2025Q4: 28,521 shares; 2026Q1: 28,550 shares; 2026Q2: 28,402 shares 28,402 $9.3M 1.48% -148 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: 27,312 shares; 2024Q4: 29,761 shares; 2025Q1: 30,292 shares; 2025Q2: 31,959 shares; 2025Q3: 33,080 shares; 2025Q4: 34,298 shares; 2026Q1: 34,656 shares; 2026Q2: 35,333 shares 35,333 $7.75M 1.24% +677 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: 8,923 shares; 2024Q4: 11,332 shares; 2025Q1: 12,594 shares; 2025Q2: 14,851 shares; 2025Q3: 15,672 shares; 2025Q4: 17,488 shares; 2026Q1: 18,563 shares; 2026Q2: 20,882 shares 20,882 $7.73M 1.23% +2,319 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: 19,183 shares; 2024Q4: 19,297 shares; 2025Q1: 19,503 shares; 2025Q2: 19,668 shares; 2025Q3: 21,349 shares; 2025Q4: 19,807 shares; 2026Q1: 20,023 shares; 2026Q2: 20,207 shares 20,207 $7.54M 1.2% +184 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,806 shares; 2024Q4: 30,220 shares; 2025Q1: 41,012 shares; 2025Q2: 49,020 shares; 2025Q3: 57,002 shares; 2025Q4: 63,437 shares; 2026Q1: 70,492 shares; 2026Q2: 73,252 shares 73,252 $7.2M 1.15% +2,760 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: 8,552 shares; 2024Q4: 8,665 shares; 2025Q1: 8,341 shares; 2025Q2: 8,806 shares; 2025Q3: 9,359 shares; 2025Q4: 9,174 shares; 2026Q1: 9,314 shares; 2026Q2: 9,617 shares 9,617 $7.08M 1.13% +303 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,458 shares; 2024Q4: 69,910 shares; 2025Q1: 59,686 shares; 2025Q2: 74,970 shares; 2025Q3: 80,411 shares; 2025Q4: 82,295 shares; 2026Q1: 83,100 shares; 2026Q2: 88,429 shares 88,429 $6.7M 1.07% +5,329 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,721 shares; 2024Q4: 25,154 shares; 2025Q1: 25,838 shares; 2025Q2: 27,304 shares; 2025Q3: 27,671 shares; 2025Q4: 27,514 shares; 2026Q1: 29,979 shares; 2026Q2: 31,212 shares 31,212 $6.64M 1.06% +1,233 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: 9,905 shares; 2024Q4: 10,139 shares; 2025Q1: 10,331 shares; 2025Q2: 10,981 shares; 2025Q3: 12,177 shares; 2025Q4: 11,999 shares; 2026Q1: 12,059 shares; 2026Q2: 12,897 shares 12,897 $6.45M 1.03% +838 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: 20,266 shares; 2024Q4: 23,844 shares; 2025Q1: 23,841 shares; 2025Q2: 23,888 shares; 2025Q3: 23,971 shares; 2025Q4: 23,480 shares; 2026Q1: 23,580 shares; 2026Q2: 23,714 shares 23,714 $5.61M 0.89% +134 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,540 shares; 2024Q4: 18,182 shares; 2025Q1: 18,290 shares; 2025Q2: 19,205 shares; 2025Q3: 23,671 shares; 2025Q4: 20,574 shares; 2026Q1: 20,288 shares; 2026Q2: 20,572 shares 20,572 $4.9M 0.78% +284 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: 11,309 shares; 2024Q4: 11,839 shares; 2025Q1: 11,839 shares; 2025Q2: 12,132 shares; 2025Q3: 12,356 shares; 2025Q4: 11,341 shares; 2026Q1: 11,397 shares; 2026Q2: 12,188 shares 12,188 $4.31M 0.69% +791 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: 10,639 shares; 2024Q4: 10,671 shares; 2025Q1: 10,777 shares; 2025Q2: 10,406 shares; 2025Q3: 15,860 shares; 2025Q4: 10,621 shares; 2026Q1: 10,445 shares; 2026Q2: 11,649 shares 11,649 $4.16M 0.66% +1,204 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,390 shares; 2024Q4: 42,498 shares; 2025Q1: 45,813 shares; 2025Q2: 62,916 shares; 2025Q3: 66,501 shares; 2025Q4: 67,353 shares; 2026Q1: 69,743 shares; 2026Q2: 70,104 shares 70,104 $3.96M 0.63% +361 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: 16,284 shares; 2024Q4: 15,111 shares; 2025Q1: 14,706 shares; 2025Q2: 14,995 shares; 2025Q3: 15,173 shares; 2025Q4: 14,734 shares; 2026Q1: 14,678 shares; 2026Q2: 14,721 shares 14,721 $3.74M 0.6% +43 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: 2,842 shares; 2024Q4: 2,856 shares; 2025Q1: 3,842 shares; 2025Q2: 4,043 shares; 2025Q3: 3,976 shares; 2025Q4: 3,112 shares; 2026Q1: 3,121 shares; 2026Q2: 3,091 shares 3,091 $3.71M 0.59% -30 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: 42,188 shares; 2024Q4: 41,990 shares; 2025Q1: 41,777 shares; 2025Q2: 43,440 shares; 2025Q3: 43,263 shares; 2025Q4: 43,223 shares; 2026Q1: 43,319 shares; 2026Q2: 43,887 shares 43,887 $3.57M 0.57% +568 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,410 shares; 2025Q1: 3,429 shares; 2025Q2: 3,571 shares; 2025Q3: 3,702 shares; 2025Q4: 3,672 shares; 2026Q1: 3,691 shares; 2026Q2: 3,707 shares 3,707 $3.56M 0.57% +16 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,656 shares; 2024Q4: 39,704 shares; 2025Q1: 38,919 shares; 2025Q2: 35,423 shares; 2025Q3: 35,426 shares; 2025Q4: 34,954 shares; 2026Q1: 74,928 shares; 2026Q2: 85,415 shares 85,415 $3.54M 0.56% +10,487 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: 13,490 shares; 2024Q4: 13,429 shares; 2025Q1: 13,280 shares; 2025Q2: 13,532 shares; 2025Q3: 14,640 shares; 2025Q4: 13,598 shares; 2026Q1: 13,741 shares; 2026Q2: 13,846 shares 13,846 $3.48M 0.56% +105 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: 6,720 shares; 2024Q4: 6,725 shares; 2025Q1: 6,672 shares; 2025Q2: 6,784 shares; 2025Q3: 6,908 shares; 2025Q4: 6,639 shares; 2026Q1: 6,641 shares; 2026Q2: 6,666 shares 6,666 $3.4M 0.54% +25 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,108 shares; 2024Q4: 62,874 shares; 2025Q1: 50,614 shares; 2025Q2: 50,318 shares; 2025Q3: 49,651 shares; 2025Q4: 47,712 shares; 2026Q1: 47,315 shares; 2026Q2: 47,924 shares 47,924 $3.33M 0.53% +609 Timeline VYMI 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: 38,889 shares; 2024Q4: 38,971 shares; 2025Q1: 39,008 shares; 2025Q2: 44,483 shares; 2025Q3: 44,952 shares; 2025Q4: 47,351 shares; 2026Q1: 31,694 shares; 2026Q2: 32,744 shares 32,744 $3.22M 0.51% +1,050 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: 35,450 shares; 2024Q4: 34,438 shares; 2025Q1: 32,533 shares; 2025Q2: 27,619 shares; 2025Q3: 25,601 shares; 2025Q4: 24,711 shares; 2026Q1: 24,966 shares; 2026Q2: 24,413 shares 24,413 $3.14M 0.5% -553 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: 6,056 shares; 2024Q4: 6,119 shares; 2025Q1: 6,432 shares; 2025Q2: 7,537 shares; 2025Q3: 11,859 shares; 2025Q4: 7,726 shares; 2026Q1: 8,251 shares; 2026Q2: 8,226 shares 8,226 $3.11M 0.49% -25 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: 20,223 shares; 2024Q4: 20,344 shares; 2025Q1: 20,196 shares; 2025Q2: 21,599 shares; 2025Q3: 21,885 shares; 2025Q4: 22,087 shares; 2026Q1: 22,024 shares; 2026Q2: 22,116 shares 22,116 $3.02M 0.48% +92 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,246 shares; 2024Q4: 33,166 shares; 2025Q1: 33,267 shares; 2025Q2: 33,370 shares; 2025Q3: 32,835 shares; 2025Q4: 30,946 shares; 2026Q1: 30,994 shares; 2026Q2: 30,812 shares 30,812 $3.01M 0.48% -182 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,509 shares; 2024Q4: 11,543 shares; 2025Q1: 11,397 shares; 2025Q2: 11,961 shares; 2025Q3: 11,967 shares; 2025Q4: 11,425 shares; 2026Q1: 11,633 shares; 2026Q2: 11,689 shares 11,689 $2.99M 0.48% +56 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,538 shares; 2024Q4: 35,363 shares; 2025Q1: 34,963 shares; 2025Q2: 33,600 shares; 2025Q3: 33,493 shares; 2025Q4: 33,180 shares; 2026Q1: 32,572 shares; 2026Q2: 30,140 shares 30,140 $2.91M 0.46% -2,432 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,445 shares; 2025Q3: 33,437 shares; 2025Q4: 49,418 shares; 2026Q1: 51,512 shares; 2026Q2: 56,786 shares 56,786 $2.83M 0.45% +5,274 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: 5,784 shares; 2024Q4: 5,752 shares; 2025Q1: 5,747 shares; 2025Q2: 5,817 shares; 2025Q3: 5,785 shares; 2025Q4: 5,747 shares; 2026Q1: 5,835 shares; 2026Q2: 5,781 shares 5,781 $2.76M 0.44% -54 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: 19,498 shares; 2024Q4: 19,405 shares; 2025Q1: 19,303 shares; 2025Q2: 20,518 shares; 2025Q3: 20,477 shares; 2025Q4: 18,513 shares; 2026Q1: 18,499 shares; 2026Q2: 18,369 shares 18,369 $2.69M 0.43% -130 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: 7,932 shares; 2025Q3: 8,441 shares; 2025Q4: 8,941 shares; 2026Q1: 9,645 shares; 2026Q2: 10,812 shares 10,812 $2.63M 0.42% +1,167 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: 53,215 shares; 2024Q4: 53,238 shares; 2025Q1: 53,624 shares; 2025Q2: 58,601 shares; 2025Q3: 58,230 shares; 2025Q4: 61,102 shares; 2026Q1: 59,391 shares; 2026Q2: 60,036 shares 60,036 $2.54M 0.4% +645 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,895 shares; 2024Q4: 9,818 shares; 2025Q1: 9,797 shares; 2025Q2: 9,806 shares; 2025Q3: 9,640 shares; 2025Q4: 9,578 shares; 2026Q1: 9,325 shares; 2026Q2: 9,288 shares 9,288 $2.51M 0.4% -37 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: 15,894 shares; 2024Q4: 16,431 shares; 2025Q1: 16,564 shares; 2025Q2: 17,044 shares; 2025Q3: 17,983 shares; 2025Q4: 17,642 shares; 2026Q1: 17,632 shares; 2026Q2: 17,371 shares 17,371 $2.39M 0.38% -261 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,509 shares; 2024Q4: 8,441 shares; 2025Q1: 8,325 shares; 2025Q2: 8,484 shares; 2025Q3: 8,500 shares; 2025Q4: 8,956 shares; 2026Q1: 9,013 shares; 2026Q2: 9,036 shares 9,036 $2.35M 0.37% +23 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,718 shares; 2024Q4: 6,254 shares; 2025Q1: 6,443 shares; 2025Q2: 6,683 shares; 2025Q3: 6,692 shares; 2025Q4: 6,633 shares; 2026Q1: 6,634 shares; 2026Q2: 6,773 shares 6,773 $2.32M 0.37% +139 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: 12,465 shares; 2024Q4: 12,687 shares; 2025Q1: 12,645 shares; 2025Q2: 12,638 shares; 2025Q3: 12,702 shares; 2025Q4: 12,706 shares; 2026Q1: 12,723 shares; 2026Q2: 12,714 shares 12,714 $2.3M 0.37% -9 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,405 shares; 2024Q4: 17,440 shares; 2025Q1: 17,494 shares; 2025Q2: 18,000 shares; 2025Q3: 17,816 shares; 2025Q4: 18,051 shares; 2026Q1: 18,084 shares; 2026Q2: 18,167 shares 18,167 $2.3M 0.37% +83 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,037 shares; 2024Q4: 16,052 shares; 2025Q1: 16,052 shares; 2025Q2: 16,064 shares; 2025Q3: 16,064 shares; 2025Q4: 16,123 shares; 2026Q1: 15,191 shares; 2026Q2: 15,172 shares 15,172 $2.19M 0.35% -19 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,594 shares; 2024Q4: 29,873 shares; 2025Q1: 29,922 shares; 2025Q2: 30,094 shares; 2025Q3: 30,422 shares; 2025Q4: 30,176 shares; 2026Q1: 30,208 shares; 2026Q2: 30,392 shares 30,392 $2.19M 0.35% +184 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: 8,377 shares; 2024Q4: 8,658 shares; 2025Q1: 9,386 shares; 2025Q2: 9,517 shares; 2025Q3: 17,674 shares; 2025Q4: 9,795 shares; 2026Q1: 10,309 shares; 2026Q2: 10,929 shares 10,929 $2.19M 0.35% +620 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,463 shares; 2024Q4: 18,426 shares; 2025Q1: 18,445 shares; 2025Q2: 19,336 shares; 2025Q3: 19,140 shares; 2025Q4: 19,307 shares; 2026Q1: 19,311 shares; 2026Q2: 19,404 shares 19,404 $2.15M 0.34% +93 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,881 shares; 2024Q4: 24,637 shares; 2025Q1: 21,142 shares; 2025Q2: 26,313 shares; 2025Q3: 29,998 shares; 2025Q4: 26,131 shares; 2026Q1: 26,409 shares; 2026Q2: 19,410 shares 19,410 $2.14M 0.34% -6,999 Timeline SPYX 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: 33,191 shares; 2024Q4: 33,130 shares; 2025Q1: 36,098 shares; 2025Q2: 42,335 shares; 2025Q3: 42,489 shares; 2025Q4: 38,334 shares; 2026Q1: 32,575 shares; 2026Q2: 33,028 shares 33,028 $2.02M 0.32% +453 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: 15,373 shares; 2024Q4: 15,445 shares; 2025Q1: 15,335 shares; 2025Q2: 15,363 shares; 2025Q3: 15,374 shares; 2025Q4: 17,572 shares; 2026Q1: 17,549 shares; 2026Q2: 17,493 shares 17,493 $1.98M 0.32% -56 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: 4,824 shares; 2024Q4: 4,828 shares; 2025Q1: 4,816 shares; 2025Q2: 5,186 shares; 2025Q3: 5,694 shares; 2025Q4: 5,399 shares; 2026Q1: 5,457 shares; 2026Q2: 5,457 shares 5,457 $1.98M 0.31% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,171 shares; 2024Q4: 21,133 shares; 2025Q1: 21,427 shares; 2025Q2: 23,186 shares; 2025Q3: 23,755 shares; 2025Q4: 24,109 shares; 2026Q1: 24,100 shares; 2026Q2: 24,274 shares 24,274 $1.8M 0.29% +174 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: 7,348 shares; 2024Q4: 7,393 shares; 2025Q1: 6,696 shares; 2025Q2: 7,176 shares; 2025Q3: 7,861 shares; 2025Q4: 8,302 shares; 2026Q1: 8,482 shares; 2026Q2: 8,946 shares 8,946 $1.77M 0.28% +464 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,272 shares; 2024Q4: 10,272 shares; 2025Q1: 10,272 shares; 2025Q2: 10,272 shares; 2025Q3: 10,623 shares; 2025Q4: 10,623 shares; 2026Q1: 10,623 shares; 2026Q2: 10,623 shares 10,623 $1.75M 0.28% 0 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: 11,131 shares; 2024Q4: 11,215 shares; 2025Q1: 11,587 shares; 2025Q2: 12,184 shares; 2025Q3: 12,189 shares; 2025Q4: 12,490 shares; 2026Q1: 12,495 shares; 2026Q2: 12,577 shares 12,577 $1.72M 0.27% +82 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: 2,029 shares; 2024Q4: 2,055 shares; 2025Q1: 2,067 shares; 2025Q2: 2,199 shares; 2025Q3: 2,666 shares; 2025Q4: 2,231 shares; 2026Q1: 2,231 shares; 2026Q2: 2,254 shares 2,254 $1.68M 0.27% +23 Timeline ESGV 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: 13,871 shares; 2024Q4: 13,687 shares; 2025Q1: 13,534 shares; 2025Q2: 13,150 shares; 2025Q3: 13,149 shares; 2025Q4: 12,460 shares; 2026Q1: 12,362 shares; 2026Q2: 12,615 shares 12,615 $1.67M 0.27% +253 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: 2,457 shares; 2024Q4: 4,914 shares; 2025Q1: 4,914 shares; 2025Q2: 4,914 shares; 2025Q3: 8,690 shares; 2025Q4: 4,914 shares; 2026Q1: 4,874 shares; 2026Q2: 4,854 shares 4,854 $1.66M 0.26% -20 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,986 shares; 2024Q4: 11,975 shares; 2025Q1: 11,978 shares; 2025Q2: 13,099 shares; 2025Q3: 13,103 shares; 2025Q4: 13,106 shares; 2026Q1: 13,139 shares; 2026Q2: 13,428 shares 13,428 $1.54M 0.25% +289 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: 3,084 shares; 2024Q4: 3,677 shares; 2025Q1: 3,692 shares; 2025Q2: 8,662 shares; 2025Q3: 9,872 shares; 2025Q4: 8,989 shares; 2026Q1: 9,018 shares; 2026Q2: 9,192 shares 9,192 $1.52M 0.24% +174 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,547 shares; 2024Q4: 3,609 shares; 2025Q1: 3,639 shares; 2025Q2: 3,654 shares; 2025Q3: 4,657 shares; 2025Q4: 4,028 shares; 2026Q1: 3,970 shares; 2026Q2: 4,309 shares 4,309 $1.48M 0.24% +339 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,372 shares; 2024Q4: 9,400 shares; 2025Q1: 9,406 shares; 2025Q2: 9,426 shares; 2025Q3: 9,448 shares; 2025Q4: 9,472 shares; 2026Q1: 9,478 shares; 2026Q2: 9,495 shares 9,495 $1.47M 0.23% +17 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,789 shares; 2024Q4: 15,813 shares; 2025Q1: 15,823 shares; 2025Q2: 16,139 shares; 2025Q3: 16,245 shares; 2025Q4: 16,256 shares; 2026Q1: 16,273 shares; 2026Q2: 16,173 shares 16,173 $1.44M 0.23% -100 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,170 shares; 2024Q4: 6,169 shares; 2025Q1: 6,175 shares; 2025Q2: 6,331 shares; 2025Q3: 6,312 shares; 2025Q4: 6,330 shares; 2026Q1: 6,337 shares; 2026Q2: 6,401 shares 6,401 $1.43M 0.23% +64 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,373 shares; 2024Q4: 14,566 shares; 2025Q1: 14,569 shares; 2025Q2: 29,456 shares; 2025Q3: 29,461 shares; 2025Q4: 29,114 shares; 2026Q1: 29,121 shares; 2026Q2: 29,656 shares 29,656 $1.42M 0.23% +535 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,142 shares; 2024Q4: 17,211 shares; 2025Q1: 16,034 shares; 2025Q2: 13,107 shares; 2025Q3: 13,221 shares; 2025Q4: 11,218 shares; 2026Q1: 10,838 shares; 2026Q2: 10,509 shares 10,509 $1.42M 0.23% -329 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: 4,362 shares; 2024Q4: 4,552 shares; 2025Q1: 4,918 shares; 2025Q2: 6,275 shares; 2025Q3: 5,705 shares; 2025Q4: 5,279 shares; 2026Q1: 4,582 shares; 2026Q2: 4,599 shares 4,599 $1.37M 0.22% +17 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,671 shares; 2024Q4: 21,753 shares; 2025Q1: 21,810 shares; 2025Q2: 24,222 shares; 2025Q3: 24,267 shares; 2025Q4: 24,417 shares; 2026Q1: 24,440 shares; 2026Q2: 24,794 shares 24,794 $1.34M 0.21% +354 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: 8,309 shares; 2024Q4: 8,324 shares; 2025Q1: 8,336 shares; 2025Q2: 7,750 shares; 2025Q3: 7,760 shares; 2025Q4: 7,773 shares; 2026Q1: 7,784 shares; 2026Q2: 7,792 shares 7,792 $1.28M 0.2% +8 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: 10,799 shares; 2024Q4: 10,460 shares; 2025Q1: 10,028 shares; 2025Q2: 10,584 shares; 2025Q3: 10,592 shares; 2025Q4: 10,599 shares; 2026Q1: 10,876 shares; 2026Q2: 10,843 shares 10,843 $1.27M 0.2% -33 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,658 shares; 2024Q4: 1,659 shares; 2025Q1: 1,699 shares; 2025Q2: 1,845 shares; 2025Q3: 1,846 shares; 2025Q4: 1,999 shares; 2026Q1: 1,927 shares; 2026Q2: 2,473 shares 2,473 $1.27M 0.2% +546 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,256 shares; 2024Q4: 12,261 shares; 2025Q1: 12,266 shares; 2025Q2: 12,415 shares; 2025Q3: 12,420 shares; 2025Q4: 12,823 shares; 2026Q1: 12,865 shares; 2026Q2: 13,046 shares 13,046 $1.25M 0.2% +181 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: 1,113 shares; 2024Q4: 1,124 shares; 2025Q1: 1,125 shares; 2025Q2: 1,376 shares; 2025Q3: 2,218 shares; 2025Q4: 2,435 shares; 2026Q1: 2,913 shares; 2026Q2: 3,414 shares 3,414 $1.25M 0.2% +501 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: 2,146 shares; 2024Q4: 2,074 shares; 2025Q1: 2,075 shares; 2025Q2: 2,162 shares; 2025Q3: 2,239 shares; 2025Q4: 2,250 shares; 2026Q1: 2,199 shares; 2026Q2: 2,211 shares 2,211 $1.25M 0.2% +12 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: 22,046 shares; 2024Q4: 22,109 shares; 2025Q1: 22,124 shares; 2025Q2: 14,728 shares; 2025Q3: 14,798 shares; 2025Q4: 24,101 shares; 2026Q1: 23,874 shares; 2026Q2: 24,177 shares 24,177 $1.2M 0.19% +303 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,735 shares; 2025Q3: 10,963 shares; 2025Q4: 13,821 shares; 2026Q1: 14,449 shares; 2026Q2: 17,507 shares 17,507 $1.19M 0.19% +3,058 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,159 shares; 2024Q4: 22,605 shares; 2025Q1: 22,417 shares; 2025Q2: 21,668 shares; 2025Q3: 23,297 shares; 2025Q4: 24,642 shares; 2026Q1: 25,292 shares; 2026Q2: 25,664 shares 25,664 $1.18M 0.19% +372 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,072 shares; 2024Q4: 42,362 shares; 2025Q1: 42,420 shares; 2025Q2: 42,503 shares; 2025Q3: 42,585 shares; 2025Q4: 40,495 shares; 2026Q1: 36,757 shares; 2026Q2: 36,959 shares 36,959 $1.17M 0.19% +202 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,473 shares; 2024Q4: 4,425 shares; 2025Q1: 4,435 shares; 2025Q2: 4,631 shares; 2025Q3: 5,067 shares; 2025Q4: 5,019 shares; 2026Q1: 4,997 shares; 2026Q2: 5,021 shares 5,021 $1.14M 0.18% +24 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: 2,886 shares; 2024Q4: 2,886 shares; 2025Q1: 2,886 shares; 2025Q2: 2,886 shares; 2025Q3: 2,886 shares; 2025Q4: 2,832 shares; 2026Q1: 2,803 shares; 2026Q2: 2,828 shares 2,828 $1.04M 0.17% +25 Timeline PCEF 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: 43,380 shares; 2024Q4: 43,380 shares; 2025Q1: 46,515 shares; 2025Q2: 46,515 shares; 2025Q3: 46,515 shares; 2025Q4: 46,515 shares; 2026Q1: 46,515 shares; 2026Q2: 49,220 shares 49,220 $1000K 0.16% +2,705 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,071 shares; 2024Q4: 4,202 shares; 2025Q1: 4,163 shares; 2025Q2: 4,163 shares; 2025Q3: 4,163 shares; 2025Q4: 4,163 shares; 2026Q1: 4,238 shares; 2026Q2: 4,260 shares 4,260 $931K 0.15% +22 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: 2,031 shares; 2024Q4: 2,066 shares; 2025Q1: 2,066 shares; 2025Q2: 2,116 shares; 2025Q3: 2,626 shares; 2025Q4: 2,151 shares; 2026Q1: 1,936 shares; 2026Q2: 7,437 shares 7,437 $923K 0.15% +5,501 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,373 shares; 2024Q4: 17,389 shares; 2025Q1: 17,403 shares; 2025Q2: 17,152 shares; 2025Q3: 17,167 shares; 2025Q4: 17,182 shares; 2026Q1: 16,026 shares; 2026Q2: 16,037 shares 16,037 $906K 0.14% +11 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,625 shares; 2024Q4: 6,628 shares; 2025Q1: 6,618 shares; 2025Q2: 6,756 shares; 2025Q3: 6,756 shares; 2025Q4: 6,743 shares; 2026Q1: 6,745 shares; 2026Q2: 6,432 shares 6,432 $900K 0.14% -313 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,530 shares; 2025Q3: 8,640 shares; 2025Q4: 10,068 shares; 2026Q1: 10,114 shares; 2026Q2: 10,348 shares 10,348 $900K 0.14% +234 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: 2,474 shares; 2024Q4: 2,376 shares; 2025Q1: 2,376 shares; 2025Q2: 2,377 shares; 2025Q3: 2,377 shares; 2025Q4: 2,582 shares; 2026Q1: 2,630 shares; 2026Q2: 2,637 shares 2,637 $892K 0.14% +7 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,503 shares; 2024Q4: 24,503 shares; 2025Q1: 24,503 shares; 2025Q2: 129,910 shares; 2025Q3: 139,369 shares; 2025Q4: 146,357 shares; 2026Q1: 151,840 shares; 2026Q2: 152,911 shares 152,911 $891K 0.14% +1,071 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,024 shares; 2024Q4: 17,548 shares; 2025Q1: 17,548 shares; 2025Q2: 17,494 shares; 2025Q3: 17,521 shares; 2025Q4: 17,674 shares; 2026Q1: 17,674 shares; 2026Q2: 17,465 shares 17,465 $871K 0.14% -209 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: 1,918 shares; 2024Q4: 1,739 shares; 2025Q1: 1,812 shares; 2025Q2: 1,842 shares; 2025Q3: 1,777 shares; 2025Q4: 1,730 shares; 2026Q1: 1,732 shares; 2026Q2: 1,603 shares 1,603 $804K 0.13% -129 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,297 shares; 2024Q4: 7,223 shares; 2025Q1: 7,223 shares; 2025Q2: 7,248 shares; 2025Q3: 7,074 shares; 2025Q4: 6,892 shares; 2026Q1: 6,722 shares; 2026Q2: 6,743 shares 6,743 $795K 0.13% +21 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: 3,534 shares; 2024Q4: 3,526 shares; 2025Q1: 3,526 shares; 2025Q2: 3,774 shares; 2025Q3: 4,667 shares; 2025Q4: 4,144 shares; 2026Q1: 4,219 shares; 2026Q2: 4,156 shares 4,156 $789K 0.13% -63 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: 3,802 shares; 2024Q4: 3,788 shares; 2025Q1: 3,789 shares; 2025Q2: 3,657 shares; 2025Q3: 3,667 shares; 2025Q4: 3,677 shares; 2026Q1: 3,766 shares; 2026Q2: 3,764 shares 3,764 $787K 0.13% -2 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: 50,255 shares; 2024Q4: 47,173 shares; 2025Q1: 44,585 shares; 2025Q2: 37,995 shares; 2025Q3: 37,815 shares; 2025Q4: 32,783 shares; 2026Q1: 32,807 shares; 2026Q2: 31,798 shares 31,798 $766K 0.12% -1,009 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: 12,982 shares; 2024Q4: 13,204 shares; 2025Q1: 13,822 shares; 2025Q2: 13,892 shares; 2025Q3: 14,495 shares; 2025Q4: 13,436 shares; 2026Q1: 13,556 shares; 2026Q2: 13,288 shares 13,288 $757K 0.12% -268 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,536 shares; 2024Q4: 19,855 shares; 2025Q1: 17,842 shares; 2025Q2: 18,022 shares; 2025Q3: 17,481 shares; 2025Q4: 14,627 shares; 2026Q1: 13,140 shares; 2026Q2: 13,088 shares 13,088 $757K 0.12% -52 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,597 shares; 2024Q4: 6,164 shares; 2025Q1: 6,474 shares; 2025Q2: 6,333 shares; 2025Q3: 7,656 shares; 2025Q4: 8,917 shares; 2026Q1: 9,022 shares; 2026Q2: 9,960 shares 9,960 $753K 0.12% +938 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: 4,442 shares; 2024Q4: 4,642 shares; 2025Q1: 4,537 shares; 2025Q2: 4,492 shares; 2025Q3: 4,401 shares; 2025Q4: 4,383 shares; 2026Q1: 4,413 shares; 2026Q2: 4,413 shares 4,413 $692K 0.11% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,161 shares; 2024Q4: 79,161 shares; 2025Q1: 86,571 shares; 2025Q2: 86,571 shares; 2025Q3: 86,571 shares; 2025Q4: 86,571 shares; 2026Q1: 86,571 shares; 2026Q2: 86,571 shares 86,571 $682K 0.11% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,534 shares; 2025Q3: 3,002 shares; 2025Q4: 3,534 shares; 2026Q1: 3,848 shares; 2026Q2: 3,867 shares 3,867 $682K 0.11% +19 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,365 shares; 2024Q4: 8,378 shares; 2025Q1: 10,871 shares; 2025Q2: 15,781 shares; 2025Q3: 15,781 shares; 2025Q4: 8,164 shares; 2026Q1: 5,430 shares; 2026Q2: 5,771 shares 5,771 $676K 0.11% +341 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: 6,432 shares; 2024Q4: 6,150 shares; 2025Q1: 6,009 shares; 2025Q2: 6,042 shares; 2025Q3: 6,044 shares; 2025Q4: 6,007 shares; 2026Q1: 6,035 shares; 2026Q2: 6,477 shares 6,477 $670K 0.11% +442 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,627 shares; 2025Q3: 13,697 shares; 2025Q4: 13,957 shares; 2026Q1: 15,313 shares; 2026Q2: 16,728 shares 16,728 $637K 0.1% +1,415 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,101 shares; 2026Q1: 10,558 shares; 2026Q2: 12,814 shares 12,814 $628K 0.1% +2,256 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,171 shares; 2024Q4: 20,043 shares; 2025Q1: 20,061 shares; 2025Q2: 14,901 shares; 2025Q3: 14,927 shares; 2025Q4: 14,951 shares; 2026Q1: 14,957 shares; 2026Q2: 15,103 shares 15,103 $614K 0.1% +146 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: 609 shares; 2026Q2: 609 shares 609 $588K 0.09% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,773 shares; 2024Q4: 17,518 shares; 2025Q1: 14,718 shares; 2025Q2: 23,842 shares; 2025Q3: 30,799 shares; 2025Q4: 21,126 shares; 2026Q1: 18,035 shares; 2026Q2: 11,573 shares 11,573 $585K 0.09% -6,462 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,217 shares; 2024Q4: 6,233 shares; 2025Q1: 6,251 shares; 2025Q2: 6,268 shares; 2025Q3: 6,300 shares; 2025Q4: 6,210 shares; 2026Q1: 6,211 shares; 2026Q2: 6,231 shares 6,231 $571K 0.09% +20 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,584 shares; 2024Q4: 11,600 shares; 2025Q1: 11,606 shares; 2025Q2: 5,681 shares; 2025Q3: 5,610 shares; 2025Q4: 7,798 shares; 2026Q1: 7,814 shares; 2026Q2: 7,634 shares 7,634 $556K 0.09% -180 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: 1,324 shares; 2024Q4: 1,325 shares; 2025Q1: 1,615 shares; 2025Q2: 1,567 shares; 2025Q3: 1,567 shares; 2025Q4: 1,567 shares; 2026Q1: 1,540 shares; 2026Q2: 1,480 shares 1,480 $553K 0.09% -60 Timeline SPSB 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: 7,383 shares; 2025Q4: 12,501 shares; 2026Q1: 13,995 shares; 2026Q2: 18,358 shares 18,358 $551K 0.09% +4,363 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,226 shares; 2026Q2: 1,273 shares 1,273 $549K 0.09% +47 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,163 shares; 2024Q4: 1,163 shares; 2025Q1: 1,163 shares; 2025Q2: 1,201 shares; 2025Q3: 1,211 shares; 2025Q4: 1,222 shares; 2026Q1: 1,337 shares; 2026Q2: 1,375 shares 1,375 $546K 0.09% +38 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,229 shares; 2024Q4: 2,231 shares; 2025Q1: 2,233 shares; 2025Q2: 2,235 shares; 2025Q3: 3,231 shares; 2025Q4: 2,238 shares; 2026Q1: 2,240 shares; 2026Q2: 2,200 shares 2,200 $533K 0.08% -40 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,714 shares; 2024Q4: 6,583 shares; 2025Q1: 6,471 shares; 2025Q2: 6,426 shares; 2025Q3: 6,234 shares; 2025Q4: 5,579 shares; 2026Q1: 5,621 shares; 2026Q2: 4,732 shares 4,732 $519K 0.08% -889 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,733 shares; 2026Q1: 2,975 shares; 2026Q2: 4,065 shares 4,065 $507K 0.08% +1,090 Timeline IFRA 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: 6,948 shares; 2025Q2: 8,264 shares; 2025Q3: 8,274 shares; 2025Q4: 8,119 shares; 2026Q1: 8,135 shares; 2026Q2: 8,035 shares 8,035 $507K 0.08% -100 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: 1,902 shares; 2024Q4: 1,990 shares; 2025Q1: 1,963 shares; 2025Q2: 2,244 shares; 2025Q3: 2,244 shares; 2025Q4: 1,907 shares; 2026Q1: 1,907 shares; 2026Q2: 1,907 shares 1,907 $481K 0.08% 0 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: 452 shares; 2024Q4: 596 shares; 2025Q1: 633 shares; 2025Q2: 671 shares; 2025Q3: 777 shares; 2025Q4: 712 shares; 2026Q1: 730 shares; 2026Q2: 697 shares 697 $479K 0.08% -33 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,885 shares; 2024Q4: 7,419 shares; 2025Q1: 7,405 shares; 2025Q2: 7,133 shares; 2025Q3: 6,851 shares; 2025Q4: 6,860 shares; 2026Q1: 6,374 shares; 2026Q2: 6,113 shares 6,113 $478K 0.08% -261 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,180 shares; 2025Q3: 8,648 shares; 2025Q4: 9,030 shares; 2026Q1: 9,395 shares; 2026Q2: 9,146 shares 9,146 $474K 0.08% -249 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,159 shares; 2025Q4: 4,259 shares; 2026Q1: 4,964 shares; 2026Q2: 8,970 shares 8,970 $469K 0.07% +4,006 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: not reported; 2024Q4: 1,266 shares; 2025Q1: 1,558 shares; 2025Q2: 3,761 shares; 2025Q3: 3,781 shares; 2025Q4: 3,930 shares; 2026Q1: 4,103 shares; 2026Q2: 3,825 shares 3,825 $453K 0.07% -278 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: 431 shares; 2024Q4: 449 shares; 2025Q1: 434 shares; 2025Q2: 448 shares; 2025Q3: 596 shares; 2025Q4: 436 shares; 2026Q1: 442 shares; 2026Q2: 442 shares 442 $447K 0.07% 0 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: 8,541 shares; 2024Q4: 8,579 shares; 2025Q1: 7,180 shares; 2025Q2: 7,185 shares; 2025Q3: 7,694 shares; 2025Q4: 7,363 shares; 2026Q1: 7,393 shares; 2026Q2: 7,395 shares 7,395 $441K 0.07% +2 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,486 shares; 2024Q4: 4,575 shares; 2025Q1: 4,540 shares; 2025Q2: 4,640 shares; 2025Q3: 4,665 shares; 2025Q4: 4,532 shares; 2026Q1: 4,547 shares; 2026Q2: 4,536 shares 4,536 $437K 0.07% -11 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: 5,179 shares; 2024Q4: 5,284 shares; 2025Q1: 5,176 shares; 2025Q2: 5,198 shares; 2025Q3: 5,128 shares; 2025Q4: 5,129 shares; 2026Q1: 5,213 shares; 2026Q2: 5,268 shares 5,268 $435K 0.07% +55 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,398 shares; 2024Q4: 6,520 shares; 2025Q1: 6,529 shares; 2025Q2: 6,538 shares; 2025Q3: 6,546 shares; 2025Q4: 6,270 shares; 2026Q1: 4,849 shares; 2026Q2: 4,391 shares 4,391 $432K 0.07% -458 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,488 shares; 2024Q4: 7,488 shares; 2025Q1: 7,488 shares; 2025Q2: 8,021 shares; 2025Q3: 8,023 shares; 2025Q4: 8,026 shares; 2026Q1: 8,287 shares; 2026Q2: 9,318 shares 9,318 $426K 0.07% +1,031 Timeline FNDX 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: 4,466 shares; 2024Q4: 13,430 shares; 2025Q1: 13,459 shares; 2025Q2: 13,488 shares; 2025Q3: 13,515 shares; 2025Q4: 13,545 shares; 2026Q1: 13,571 shares; 2026Q2: 13,597 shares 13,597 $423K 0.07% +26 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: 2,328 shares; 2024Q4: 2,331 shares; 2025Q1: 2,350 shares; 2025Q2: 2,358 shares; 2025Q3: 2,343 shares; 2025Q4: 2,343 shares; 2026Q1: 2,450 shares; 2026Q2: 2,286 shares 2,286 $422K 0.07% -164 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: 2,597 shares; 2024Q4: 2,598 shares; 2025Q1: 2,868 shares; 2025Q2: 3,270 shares; 2025Q3: 5,884 shares; 2025Q4: 3,294 shares; 2026Q1: 3,392 shares; 2026Q2: 3,398 shares 3,398 $400K 0.06% +6 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,837 shares; 2024Q4: 5,011 shares; 2025Q1: 5,056 shares; 2025Q2: 5,494 shares; 2025Q3: 5,494 shares; 2025Q4: 5,432 shares; 2026Q1: 5,440 shares; 2026Q2: 5,191 shares 5,191 $397K 0.06% -249 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: 352 shares; 2025Q4: 352 shares; 2026Q1: 356 shares; 2026Q2: 336 shares 336 $394K 0.06% -20 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: 1,083 shares; 2024Q4: 1,108 shares; 2025Q1: 1,083 shares; 2025Q2: 1,084 shares; 2025Q3: 1,626 shares; 2025Q4: 1,060 shares; 2026Q1: 1,130 shares; 2026Q2: 1,107 shares 1,107 $390K 0.06% -23 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: 4,024 shares; 2024Q4: 4,024 shares; 2025Q1: 4,024 shares; 2025Q2: 4,024 shares; 2025Q3: 5,114 shares; 2025Q4: 4,024 shares; 2026Q1: 4,024 shares; 2026Q2: 4,024 shares 4,024 $388K 0.06% 0 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,603 shares; 2026Q1: 8,567 shares; 2026Q2: 9,594 shares 9,594 $385K 0.06% +1,027 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,061 shares; 2024Q4: 1,118 shares; 2025Q1: 1,119 shares; 2025Q2: 1,120 shares; 2025Q3: 1,335 shares; 2025Q4: 1,121 shares; 2026Q1: 1,124 shares; 2026Q2: 1,109 shares 1,109 $366K 0.06% -15 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,160 shares; 2024Q4: 2,165 shares; 2025Q1: 2,169 shares; 2025Q2: 2,173 shares; 2025Q3: 2,177 shares; 2025Q4: 1,812 shares; 2026Q1: 1,814 shares; 2026Q2: 1,815 shares 1,815 $363K 0.06% +1 Timeline MGC 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: 1,301 shares; 2024Q4: 1,301 shares; 2025Q1: 1,301 shares; 2025Q2: 1,301 shares; 2025Q3: 1,301 shares; 2025Q4: 1,301 shares; 2026Q1: 1,301 shares; 2026Q2: 1,301 shares 1,301 $356K 0.06% 0 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: 2,364 shares; 2024Q4: 2,389 shares; 2025Q1: 2,393 shares; 2025Q2: 2,395 shares; 2025Q3: 3,886 shares; 2025Q4: 2,335 shares; 2026Q1: 2,399 shares; 2026Q2: 2,337 shares 2,337 $354K 0.06% -62 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,501 shares; 2024Q4: 3,494 shares; 2025Q1: 3,494 shares; 2025Q2: 3,494 shares; 2025Q3: 3,494 shares; 2025Q4: 3,494 shares; 2026Q1: 3,494 shares; 2026Q2: 3,640 shares 3,640 $349K 0.06% +146 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 301 shares 301 $347K 0.06% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,097 shares; 2024Q4: 6,127 shares; 2025Q1: 6,169 shares; 2025Q2: 6,208 shares; 2025Q3: 6,396 shares; 2025Q4: 6,397 shares; 2026Q1: 6,475 shares; 2026Q2: 6,560 shares 6,560 $344K 0.05% +85 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 4,276 shares; 2025Q4: 6,064 shares; 2026Q1: 6,649 shares; 2026Q2: 6,740 shares 6,740 $342K 0.05% +91 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,229 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,031 shares; 2026Q1: 3,247 shares; 2026Q2: 3,430 shares 3,430 $340K 0.05% +183 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,573 shares; 2026Q2: 2,296 shares 2,296 $336K 0.05% +723 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,825 shares; 2024Q4: not reported; 2025Q1: 5,920 shares; 2025Q2: 5,979 shares; 2025Q3: 5,979 shares; 2025Q4: 6,080 shares; 2026Q1: 6,080 shares; 2026Q2: 6,124 shares 6,124 $335K 0.05% +44 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,022 shares; 2025Q4: 7,306 shares; 2026Q1: 7,505 shares; 2026Q2: 7,701 shares 7,701 $332K 0.05% +196 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,451 shares; 2024Q4: 2,451 shares; 2025Q1: 2,451 shares; 2025Q2: 2,451 shares; 2025Q3: 2,451 shares; 2025Q4: 2,451 shares; 2026Q1: 2,451 shares; 2026Q2: 2,451 shares 2,451 $325K 0.05% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,175 shares; 2024Q4: 2,043 shares; 2025Q1: 2,044 shares; 2025Q2: 2,004 shares; 2025Q3: 2,005 shares; 2025Q4: 2,005 shares; 2026Q1: 2,006 shares; 2026Q2: 2,007 shares 2,007 $325K 0.05% +1 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,579 shares; 2026Q2: 3,329 shares 3,329 $322K 0.05% +750 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,961 shares; 2024Q4: 13,477 shares; 2025Q1: 14,849 shares; 2025Q2: 14,998 shares; 2025Q3: 15,913 shares; 2025Q4: 16,059 shares; 2026Q1: 15,539 shares; 2026Q2: 15,175 shares 15,175 $314K 0.05% -364 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 648 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 335 shares 335 $313K 0.05% new Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,447 shares; 2024Q4: 86,308 shares; 2025Q1: 62,544 shares; 2025Q2: 26,487 shares; 2025Q3: 24,405 shares; 2025Q4: 6,266 shares; 2026Q1: 6,108 shares; 2026Q2: 6,108 shares 6,108 $305K 0.05% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,691 shares 3,691 $299K 0.05% new Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,076 shares; 2024Q4: 3,076 shares; 2025Q1: 3,076 shares; 2025Q2: 3,076 shares; 2025Q3: 3,076 shares; 2025Q4: 3,076 shares; 2026Q1: 3,076 shares; 2026Q2: 3,076 shares 3,076 $296K 0.05% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,143 shares; 2024Q4: 3,143 shares; 2025Q1: 3,143 shares; 2025Q2: 3,143 shares; 2025Q3: 3,143 shares; 2025Q4: 3,143 shares; 2026Q1: 3,143 shares; 2026Q2: 3,143 shares 3,143 $293K 0.05% 0 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,960 shares; 2026Q1: 4,974 shares; 2026Q2: 4,989 shares 4,989 $293K 0.05% +15 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: not reported; 2026Q2: 387 shares 387 $280K 0.04% new 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: 726 shares; 2024Q4: 758 shares; 2025Q1: 757 shares; 2025Q2: 711 shares; 2025Q3: 1,353 shares; 2025Q4: 706 shares; 2026Q1: not reported; 2026Q2: 655 shares 655 $272K 0.04% new Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,506 shares; 2024Q4: 14,515 shares; 2025Q1: 14,522 shares; 2025Q2: 14,531 shares; 2025Q3: 14,541 shares; 2025Q4: 14,550 shares; 2026Q1: 14,558 shares; 2026Q2: 14,567 shares 14,567 $272K 0.04% +9 Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,917 shares 3,917 $272K 0.04% new Timeline PSP 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: 3,042 shares; 2025Q1: not reported; 2025Q2: 5,467 shares; 2025Q3: 5,467 shares; 2025Q4: 5,467 shares; 2026Q1: 5,067 shares; 2026Q2: 4,837 shares 4,837 $269K 0.04% -230 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 505 shares; 2025Q3: 507 shares; 2025Q4: 509 shares; 2026Q1: 511 shares; 2026Q2: 512 shares 512 $268K 0.04% +1 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: 1,180 shares; 2025Q1: not reported; 2025Q2: 1,201 shares; 2025Q3: 1,207 shares; 2025Q4: 1,218 shares; 2026Q1: 1,232 shares; 2026Q2: 1,232 shares 1,232 $267K 0.04% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,023 shares; 2024Q4: 1,985 shares; 2025Q1: 1,987 shares; 2025Q2: 1,946 shares; 2025Q3: 1,948 shares; 2025Q4: 1,950 shares; 2026Q1: 1,952 shares; 2026Q2: 9,728 shares 9,728 $267K 0.04% +7,776 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 867 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,187 shares 1,187 $262K 0.04% new 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: not reported; 2024Q4: 4,215 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,227 shares; 2025Q4: 4,230 shares; 2026Q1: 4,276 shares; 2026Q2: 4,280 shares 4,280 $259K 0.04% +4 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,137 shares; 2024Q4: 2,257 shares; 2025Q1: 2,403 shares; 2025Q2: 2,425 shares; 2025Q3: 1,995 shares; 2025Q4: 1,593 shares; 2026Q1: 1,642 shares; 2026Q2: 1,639 shares 1,639 $257K 0.04% -3 Timeline FELV 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: 6,717 shares; 2024Q4: 6,717 shares; 2025Q1: 6,717 shares; 2025Q2: 6,717 shares; 2025Q3: 6,717 shares; 2025Q4: 6,183 shares; 2026Q1: 6,183 shares; 2026Q2: 6,183 shares 6,183 $248K 0.04% 0 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: 8,837 shares; 2024Q4: not reported; 2025Q1: 9,788 shares; 2025Q2: 9,788 shares; 2025Q3: 9,788 shares; 2025Q4: 9,332 shares; 2026Q1: 8,332 shares; 2026Q2: 1,774 shares 1,774 $248K 0.04% -6,558 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES 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: 2,716 shares 2,716 $246K 0.04% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,833 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,615 shares; 2025Q4: not reported; 2026Q1: 2,491 shares; 2026Q2: 2,784 shares 2,784 $244K 0.04% +293 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 4,035 shares; 2026Q1: 4,035 shares; 2026Q2: 4,041 shares 4,041 $243K 0.04% +6 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,922 shares; 2024Q4: 2,086 shares; 2025Q1: 2,034 shares; 2025Q2: 2,048 shares; 2025Q3: 2,048 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,920 shares 1,920 $239K 0.04% 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: not reported; 2025Q4: not reported; 2026Q1: 2,886 shares; 2026Q2: 2,893 shares 2,893 $238K 0.04% +7 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,232 shares 1,232 $235K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 348 shares; 2025Q4: 339 shares; 2026Q1: 339 shares; 2026Q2: 331 shares 331 $232K 0.04% -8 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 791 shares 791 $230K 0.04% new Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 966 shares; 2025Q2: 866 shares; 2025Q3: 866 shares; 2025Q4: 866 shares; 2026Q1: not reported; 2026Q2: 867 shares 867 $224K 0.04% new 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: 2,953 shares; 2024Q4: 2,963 shares; 2025Q1: 2,685 shares; 2025Q2: 2,577 shares; 2025Q3: 2,385 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,022 shares 2,022 $223K 0.04% new Timeline HEI HEICO CORP NEW More: the full row for HEICO 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: 622 shares; 2025Q3: 623 shares; 2025Q4: 623 shares; 2026Q1: not reported; 2026Q2: 623 shares 623 $222K 0.04% 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: 2,185 shares; 2024Q4: 2,196 shares; 2025Q1: 2,186 shares; 2025Q2: 2,152 shares; 2025Q3: 2,180 shares; 2025Q4: 2,152 shares; 2026Q1: 2,238 shares; 2026Q2: 2,443 shares 2,443 $222K 0.04% +205 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 929 shares; 2025Q4: not reported; 2026Q1: 631 shares; 2026Q2: 642 shares 642 $219K 0.03% +11 Timeline DFIV 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: 4,047 shares; 2026Q1: 4,047 shares; 2026Q2: 4,047 shares 4,047 $219K 0.03% 0 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,000 shares 9,000 $218K 0.03% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS 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: 612 shares; 2025Q4: 612 shares; 2026Q1: 616 shares; 2026Q2: 612 shares 612 $217K 0.03% -4 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,187 shares; 2025Q3: 6,187 shares; 2025Q4: 2,819 shares; 2026Q1: 2,699 shares; 2026Q2: 2,684 shares 2,684 $216K 0.03% -15 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,695 shares; 2024Q4: 3,677 shares; 2025Q1: 3,963 shares; 2025Q2: 4,484 shares; 2025Q3: 3,746 shares; 2025Q4: 3,605 shares; 2026Q1: 3,082 shares; 2026Q2: 935 shares 935 $215K 0.03% -2,147 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD 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: 5,250 shares; 2025Q4: 5,250 shares; 2026Q1: 5,250 shares; 2026Q2: 5,250 shares 5,250 $208K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,502 shares 2,502 $207K 0.03% new Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,135 shares; 2026Q1: not reported; 2026Q2: 4,135 shares 4,135 $207K 0.03% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 867 shares; 2024Q4: 871 shares; 2025Q1: 875 shares; 2025Q2: 879 shares; 2025Q3: 883 shares; 2025Q4: 887 shares; 2026Q1: not reported; 2026Q2: 912 shares 912 $204K 0.03% new Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED 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: 2,709 shares 2,709 $203K 0.03% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,343 shares; 2024Q4: 10,343 shares; 2025Q1: 10,337 shares; 2025Q2: 10,317 shares; 2025Q3: 10,317 shares; 2025Q4: 10,294 shares; 2026Q1: 10,254 shares; 2026Q2: 10,224 shares 10,224 $162K 0.03% -30 Timeline