QTEC 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 loaded; 2024Q4: 31,052 shares; 2025Q1: 30,747 shares; 2025Q2: 29,937 shares; 2025Q3: 29,905 shares; 2025Q4: 29,637 shares; 2026Q1: not loaded; 2026Q2: 29,084 shares 29,084 $9.73M 6.8% Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,699 shares; 2025Q1: 10,533 shares; 2025Q2: 10,776 shares; 2025Q3: 10,850 shares; 2025Q4: 11,006 shares; 2026Q1: not loaded; 2026Q2: 10,998 shares 10,998 $7.05M 4.92% Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,131 shares; 2025Q1: 34,646 shares; 2025Q2: 34,541 shares; 2025Q3: 34,431 shares; 2025Q4: 34,712 shares; 2026Q1: not loaded; 2026Q2: 34,273 shares 34,273 $6.86M 4.79% 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: not loaded; 2024Q4: 4,523 shares; 2025Q1: 6,564 shares; 2025Q2: 7,490 shares; 2025Q3: 7,648 shares; 2025Q4: 8,421 shares; 2026Q1: not loaded; 2026Q2: 8,493 shares 8,493 $5.83M 4.08% 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 loaded; 2024Q4: 19,300 shares; 2025Q1: 19,133 shares; 2025Q2: 19,543 shares; 2025Q3: 19,230 shares; 2025Q4: 19,785 shares; 2026Q1: not loaded; 2026Q2: 19,724 shares 19,724 $5.63M 3.94% Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,093 shares; 2025Q1: 21,172 shares; 2025Q2: 22,242 shares; 2025Q3: 22,574 shares; 2025Q4: 24,445 shares; 2026Q1: not loaded; 2026Q2: 24,710 shares 24,710 $5.38M 3.76% Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,699 shares; 2025Q1: 28,640 shares; 2025Q2: 28,363 shares; 2025Q3: 28,298 shares; 2025Q4: 28,144 shares; 2026Q1: not loaded; 2026Q2: 27,900 shares 27,900 $5.17M 3.61% Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,247 shares; 2025Q1: 6,249 shares; 2025Q2: 6,022 shares; 2025Q3: 6,031 shares; 2025Q4: 5,993 shares; 2026Q1: not loaded; 2026Q2: 6,003 shares 6,003 $4.5M 3.14% Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 65,632 shares; 2025Q1: 66,608 shares; 2025Q2: 66,569 shares; 2025Q3: 66,535 shares; 2025Q4: 66,225 shares; 2026Q1: not loaded; 2026Q2: 65,738 shares 65,738 $3.52M 2.46% 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: not loaded; 2024Q4: 23,877 shares; 2025Q1: 23,538 shares; 2025Q2: 23,258 shares; 2025Q3: 23,093 shares; 2025Q4: 22,840 shares; 2026Q1: not loaded; 2026Q2: 22,132 shares 22,132 $3.51M 2.45% 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 loaded; 2024Q4: 31,380 shares; 2025Q1: 31,118 shares; 2025Q2: 30,904 shares; 2025Q3: 36,073 shares; 2025Q4: 35,956 shares; 2026Q1: not loaded; 2026Q2: 34,007 shares 34,007 $3.37M 2.35% Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 19,437 shares 19,437 $3.32M 2.32% Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,124 shares; 2025Q1: 10,284 shares; 2025Q2: 10,243 shares; 2025Q3: 10,203 shares; 2025Q4: 11,699 shares; 2026Q1: not loaded; 2026Q2: 11,474 shares 11,474 $3.32M 2.32% Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,925 shares; 2025Q1: 11,025 shares; 2025Q2: 11,645 shares; 2025Q3: 12,640 shares; 2025Q4: 13,245 shares; 2026Q1: not loaded; 2026Q2: 13,310 shares 13,310 $3.23M 2.25% 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 loaded; 2024Q4: 4,535 shares; 2025Q1: 4,450 shares; 2025Q2: 4,450 shares; 2025Q3: 4,450 shares; 2025Q4: 4,385 shares; 2026Q1: not loaded; 2026Q2: 4,266 shares 4,266 $3.08M 2.16% 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 loaded; 2024Q4: 6,162 shares; 2025Q1: 6,237 shares; 2025Q2: 7,553 shares; 2025Q3: 7,538 shares; 2025Q4: 8,071 shares; 2026Q1: not loaded; 2026Q2: 8,248 shares 8,248 $3.04M 2.12% Timeline FENY 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 loaded; 2024Q4: 104,360 shares; 2025Q1: 104,399 shares; 2025Q2: 101,601 shares; 2025Q3: 97,987 shares; 2025Q4: 91,623 shares; 2026Q1: not loaded; 2026Q2: 93,347 shares 93,347 $2.76M 1.93% Timeline FDIS 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 loaded; 2024Q4: 27,697 shares; 2025Q1: 27,519 shares; 2025Q2: 25,149 shares; 2025Q3: 24,516 shares; 2025Q4: 23,902 shares; 2026Q1: not loaded; 2026Q2: 23,632 shares 23,632 $2.43M 1.7% Timeline FNCL 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 loaded; 2024Q4: 27,931 shares; 2025Q1: 29,374 shares; 2025Q2: 29,147 shares; 2025Q3: 29,169 shares; 2025Q4: 30,567 shares; 2026Q1: not loaded; 2026Q2: 31,463 shares 31,463 $2.41M 1.68% Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,332 shares; 2025Q1: 6,642 shares; 2025Q2: 6,467 shares; 2025Q3: 6,750 shares; 2025Q4: 7,027 shares; 2026Q1: not loaded; 2026Q2: 7,472 shares 7,472 $2.25M 1.57% Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,732 shares; 2025Q1: 1,736 shares; 2025Q2: 1,737 shares; 2025Q3: 1,754 shares; 2025Q4: 1,714 shares; 2026Q1: not loaded; 2026Q2: 1,711 shares 1,711 $2.05M 1.43% Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,559 shares; 2025Q1: 7,606 shares; 2025Q2: 7,818 shares; 2025Q3: 7,793 shares; 2025Q4: 8,191 shares; 2026Q1: not loaded; 2026Q2: 8,218 shares 8,218 $1.96M 1.37% Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,900 shares; 2025Q1: 11,756 shares; 2025Q2: 11,950 shares; 2025Q3: 12,721 shares; 2025Q4: 12,723 shares; 2026Q1: not loaded; 2026Q2: 12,804 shares 12,804 $1.9M 1.33% Timeline FIDU 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 loaded; 2024Q4: 17,227 shares; 2025Q1: 17,213 shares; 2025Q2: 17,146 shares; 2025Q3: 18,283 shares; 2025Q4: 18,608 shares; 2026Q1: not loaded; 2026Q2: 18,546 shares 18,546 $1.85M 1.29% 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: not loaded; 2024Q4: 7,328 shares; 2025Q1: 7,404 shares; 2025Q2: 7,459 shares; 2025Q3: 7,479 shares; 2025Q4: 7,429 shares; 2026Q1: not loaded; 2026Q2: 7,430 shares 7,430 $1.8M 1.26% 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: not loaded; 2024Q4: 21,830 shares; 2025Q1: 21,592 shares; 2025Q2: 21,888 shares; 2025Q3: 22,215 shares; 2025Q4: 22,218 shares; 2026Q1: not loaded; 2026Q2: 22,090 shares 22,090 $1.7M 1.19% Timeline FHLC 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 loaded; 2024Q4: 21,520 shares; 2025Q1: 21,828 shares; 2025Q2: 21,966 shares; 2025Q3: 21,929 shares; 2025Q4: 22,037 shares; 2026Q1: not loaded; 2026Q2: 21,567 shares 21,567 $1.67M 1.16% Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,712 shares; 2025Q1: 5,042 shares; 2025Q2: 4,873 shares; 2025Q3: 4,874 shares; 2025Q4: 4,934 shares; 2026Q1: not loaded; 2026Q2: 4,683 shares 4,683 $1.53M 1.07% 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: not loaded; 2024Q4: 19,024 shares; 2025Q1: 18,957 shares; 2025Q2: 17,949 shares; 2025Q3: 18,812 shares; 2025Q4: 18,778 shares; 2026Q1: not loaded; 2026Q2: 18,231 shares 18,231 $1.5M 1.05% Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,987 shares; 2025Q1: 2,917 shares; 2025Q2: 2,897 shares; 2025Q3: 2,892 shares; 2025Q4: 2,852 shares; 2026Q1: not loaded; 2026Q2: 11,154 shares 11,154 $1.38M 0.97% Timeline FCOM 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 loaded; 2024Q4: 19,892 shares; 2025Q1: 20,030 shares; 2025Q2: 19,789 shares; 2025Q3: 19,192 shares; 2025Q4: 19,220 shares; 2026Q1: not loaded; 2026Q2: 19,226 shares 19,226 $1.34M 0.93% Timeline FUTY 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 loaded; 2024Q4: 16,233 shares; 2025Q1: 16,562 shares; 2025Q2: 16,896 shares; 2025Q3: 18,969 shares; 2025Q4: 22,693 shares; 2026Q1: not loaded; 2026Q2: 22,255 shares 22,255 $1.3M 0.91% Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,628 shares; 2025Q1: 3,626 shares; 2025Q2: 3,626 shares; 2025Q3: 3,621 shares; 2025Q4: 3,564 shares; 2026Q1: not loaded; 2026Q2: 3,490 shares 3,490 $1.28M 0.89% 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 loaded; 2024Q4: 1,312 shares; 2025Q1: 1,334 shares; 2025Q2: 1,344 shares; 2025Q3: 1,349 shares; 2025Q4: 1,340 shares; 2026Q1: not loaded; 2026Q2: 1,328 shares 1,328 $1.24M 0.87% Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,084 shares; 2025Q1: 5,008 shares; 2025Q2: 4,974 shares; 2025Q3: 5,132 shares; 2025Q4: 5,308 shares; 2026Q1: not loaded; 2026Q2: 5,434 shares 5,434 $1.2M 0.84% 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: not loaded; 2024Q4: 3,309 shares; 2025Q1: 3,304 shares; 2025Q2: 3,227 shares; 2025Q3: 3,195 shares; 2025Q4: 3,059 shares; 2026Q1: not loaded; 2026Q2: 2,911 shares 2,911 $1.15M 0.81% 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 loaded; 2024Q4: 2,355 shares; 2025Q1: 2,345 shares; 2025Q2: 2,299 shares; 2025Q3: 2,224 shares; 2025Q4: 2,206 shares; 2026Q1: not loaded; 2026Q2: 2,164 shares 2,164 $1.13M 0.79% Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,084 shares; 2025Q1: 1,134 shares; 2025Q2: 1,134 shares; 2025Q3: 1,120 shares; 2025Q4: 1,111 shares; 2026Q1: not loaded; 2026Q2: 1,039 shares 1,039 $1.11M 0.77% Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,700 shares; 2025Q1: 1,728 shares; 2025Q2: not reported; 2025Q3: 1,772 shares; 2025Q4: 1,919 shares; 2026Q1: not loaded; 2026Q2: 1,902 shares 1,902 $1.07M 0.75% Timeline FMAT 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 loaded; 2024Q4: 16,929 shares; 2025Q1: 16,465 shares; 2025Q2: 15,651 shares; 2025Q3: 15,477 shares; 2025Q4: 15,703 shares; 2026Q1: not loaded; 2026Q2: 18,055 shares 18,055 $1.06M 0.74% Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,482 shares; 2025Q1: 9,180 shares; 2025Q2: 9,183 shares; 2025Q3: 9,186 shares; 2025Q4: 9,189 shares; 2026Q1: not loaded; 2026Q2: 9,195 shares 9,195 $1.04M 0.73% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 755 shares; 2026Q1: not loaded; 2026Q2: 881 shares 881 $1.02M 0.71% Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,055 shares; 2025Q1: 10,955 shares; 2025Q2: 10,706 shares; 2025Q3: 10,706 shares; 2025Q4: 11,406 shares; 2026Q1: not loaded; 2026Q2: 10,686 shares 10,686 $970K 0.68% Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,300 shares; 2025Q1: 8,611 shares; 2025Q2: 8,440 shares; 2025Q3: 8,467 shares; 2025Q4: 8,467 shares; 2026Q1: not loaded; 2026Q2: 8,401 shares 8,401 $951K 0.66% Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,823 shares; 2025Q1: 4,680 shares; 2025Q2: 4,670 shares; 2025Q3: 4,670 shares; 2025Q4: 4,652 shares; 2026Q1: not loaded; 2026Q2: 4,755 shares 4,755 $904K 0.63% Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,030 shares; 2025Q3: 7,359 shares; 2025Q4: 9,489 shares; 2026Q1: not loaded; 2026Q2: 11,639 shares 11,639 $893K 0.62% Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,655 shares; 2025Q1: 10,080 shares; 2025Q2: 10,390 shares; 2025Q3: 9,940 shares; 2025Q4: 9,950 shares; 2026Q1: not loaded; 2026Q2: 12,865 shares 12,865 $768K 0.54% Timeline FSTA 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 loaded; 2024Q4: 14,879 shares; 2025Q1: 14,010 shares; 2025Q2: 14,067 shares; 2025Q3: 13,999 shares; 2025Q4: 13,856 shares; 2026Q1: not loaded; 2026Q2: 13,860 shares 13,860 $728K 0.51% Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,394 shares; 2025Q1: 1,328 shares; 2025Q2: 1,250 shares; 2025Q3: 1,135 shares; 2025Q4: 1,070 shares; 2026Q1: not loaded; 2026Q2: 961 shares 961 $718K 0.5% Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,163 shares; 2025Q1: 4,133 shares; 2025Q2: 4,088 shares; 2025Q3: 4,088 shares; 2025Q4: 4,088 shares; 2026Q1: not loaded; 2026Q2: 4,125 shares 4,125 $716K 0.5% Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,744 shares; 2025Q1: 5,536 shares; 2025Q2: 5,166 shares; 2025Q3: 5,175 shares; 2025Q4: 5,296 shares; 2026Q1: not loaded; 2026Q2: 5,271 shares 5,271 $677K 0.47% Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,389 shares; 2025Q1: 1,514 shares; 2025Q2: 1,648 shares; 2025Q3: 1,648 shares; 2025Q4: 1,744 shares; 2026Q1: not loaded; 2026Q2: 1,759 shares 1,759 $656K 0.46% 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 loaded; 2024Q4: 6,910 shares; 2025Q1: 7,115 shares; 2025Q2: 7,705 shares; 2025Q3: 7,640 shares; 2025Q4: 7,640 shares; 2026Q1: not loaded; 2026Q2: 7,390 shares 7,390 $654K 0.46% Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,705 shares; 2025Q1: 1,726 shares; 2025Q2: 1,819 shares; 2025Q3: 1,820 shares; 2025Q4: 1,818 shares; 2026Q1: not loaded; 2026Q2: 1,770 shares 1,770 $624K 0.44% 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: not loaded; 2024Q4: 4,730 shares; 2025Q1: 6,052 shares; 2025Q2: 6,944 shares; 2025Q3: 7,346 shares; 2025Q4: 7,351 shares; 2026Q1: not loaded; 2026Q2: 8,117 shares 8,117 $578K 0.4% Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,001 shares; 2025Q1: 4,405 shares; 2025Q2: 4,670 shares; 2025Q3: 4,674 shares; 2025Q4: 4,759 shares; 2026Q1: not loaded; 2026Q2: 4,766 shares 4,766 $560K 0.39% 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 loaded; 2024Q4: 2,275 shares; 2025Q1: 2,245 shares; 2025Q2: 2,245 shares; 2025Q3: 2,245 shares; 2025Q4: 2,655 shares; 2026Q1: not loaded; 2026Q2: 2,655 shares 2,655 $555K 0.39% Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,951 shares; 2025Q1: 2,926 shares; 2025Q2: 2,926 shares; 2025Q3: 2,926 shares; 2025Q4: 2,956 shares; 2026Q1: not loaded; 2026Q2: 3,081 shares 3,081 $540K 0.38% 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 loaded; 2024Q4: 790 shares; 2025Q1: 790 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 758 shares; 2026Q1: not loaded; 2026Q2: 758 shares 758 $533K 0.37% Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,370 shares; 2025Q1: 6,281 shares; 2025Q2: 5,616 shares; 2025Q3: 5,291 shares; 2025Q4: 5,171 shares; 2026Q1: not loaded; 2026Q2: 4,890 shares 4,890 $511K 0.36% 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: not loaded; 2024Q4: 1,904 shares; 2025Q1: 1,893 shares; 2025Q2: 1,626 shares; 2025Q3: 1,166 shares; 2025Q4: 1,136 shares; 2026Q1: not loaded; 2026Q2: 1,120 shares 1,120 $466K 0.33% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,300 shares; 2025Q4: 8,405 shares; 2026Q1: not loaded; 2026Q2: 8,526 shares 8,526 $456K 0.32% Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,557 shares; 2025Q1: 8,457 shares; 2025Q2: 8,192 shares; 2025Q3: 8,192 shares; 2025Q4: 7,992 shares; 2026Q1: not loaded; 2026Q2: 7,892 shares 7,892 $450K 0.31% Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,765 shares; 2026Q1: not loaded; 2026Q2: 5,165 shares 5,165 $442K 0.31% 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 loaded; 2024Q4: 804 shares; 2025Q1: 799 shares; 2025Q2: 768 shares; 2025Q3: 743 shares; 2025Q4: 743 shares; 2026Q1: not loaded; 2026Q2: 694 shares 694 $440K 0.31% Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,288 shares; 2025Q1: 1,198 shares; 2025Q2: 1,158 shares; 2025Q3: 1,158 shares; 2025Q4: 2,316 shares; 2026Q1: not loaded; 2026Q2: 2,301 shares 2,301 $438K 0.31% 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: not loaded; 2024Q4: 465 shares; 2025Q1: 478 shares; 2025Q2: 650 shares; 2025Q3: 655 shares; 2025Q4: 6,550 shares; 2026Q1: not loaded; 2026Q2: 5,990 shares 5,990 $428K 0.3% Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,491 shares; 2025Q1: 1,455 shares; 2025Q2: 1,459 shares; 2025Q3: 1,462 shares; 2025Q4: 1,700 shares; 2026Q1: not loaded; 2026Q2: 1,680 shares 1,680 $427K 0.3% Timeline VDC 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 loaded; 2024Q4: 1,788 shares; 2025Q1: 1,813 shares; 2025Q2: 1,798 shares; 2025Q3: 1,778 shares; 2025Q4: 1,778 shares; 2026Q1: not loaded; 2026Q2: 1,883 shares 1,883 $425K 0.3% 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: not loaded; 2024Q4: 4,269 shares; 2025Q1: 4,155 shares; 2025Q2: 4,105 shares; 2025Q3: 4,105 shares; 2025Q4: 8,040 shares; 2026Q1: not loaded; 2026Q2: 8,115 shares 8,115 $412K 0.29% Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,245 shares; 2025Q1: 1,255 shares; 2025Q2: 1,435 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 1,907 shares 1,907 $406K 0.28% Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,839 shares; 2025Q1: 3,729 shares; 2025Q2: 3,704 shares; 2025Q3: 3,704 shares; 2025Q4: 3,704 shares; 2026Q1: not loaded; 2026Q2: 3,427 shares 3,427 $402K 0.28% Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,220 shares; 2025Q1: 4,180 shares; 2025Q2: 4,160 shares; 2025Q3: 4,160 shares; 2025Q4: 4,180 shares; 2026Q1: not loaded; 2026Q2: 4,430 shares 4,430 $401K 0.28% 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: not loaded; 2024Q4: 3,070 shares; 2025Q1: 3,170 shares; 2025Q2: 2,837 shares; 2025Q3: 2,837 shares; 2025Q4: 2,883 shares; 2026Q1: not loaded; 2026Q2: 2,883 shares 2,883 $394K 0.28% 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: not loaded; 2024Q4: 7,990 shares; 2025Q1: 7,890 shares; 2025Q2: 6,896 shares; 2025Q3: 6,896 shares; 2025Q4: 7,416 shares; 2026Q1: not loaded; 2026Q2: 7,866 shares 7,866 $392K 0.27% Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,010 shares; 2025Q1: 2,772 shares; 2025Q2: 2,825 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: not loaded; 2026Q2: 2,658 shares 2,658 $390K 0.27% Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 358 shares; 2025Q3: 358 shares; 2025Q4: 358 shares; 2026Q1: not loaded; 2026Q2: 355 shares 355 $359K 0.25% Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,416 shares; 2025Q1: 1,416 shares; 2025Q2: 1,408 shares; 2025Q3: 1,408 shares; 2025Q4: 1,403 shares; 2026Q1: not loaded; 2026Q2: 1,308 shares 1,308 $356K 0.25% Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,422 shares; 2025Q2: 2,422 shares; 2025Q3: 2,422 shares; 2025Q4: 2,422 shares; 2026Q1: not loaded; 2026Q2: 2,422 shares 2,422 $350K 0.24% 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 loaded; 2024Q4: 1,856 shares; 2025Q1: 1,856 shares; 2025Q2: 1,856 shares; 2025Q3: 1,856 shares; 2025Q4: 1,885 shares; 2026Q1: not loaded; 2026Q2: 1,870 shares 1,870 $338K 0.24% Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,730 shares; 2025Q1: 3,730 shares; 2025Q2: 3,170 shares; 2025Q3: 3,180 shares; 2025Q4: 2,980 shares; 2026Q1: not loaded; 2026Q2: 2,870 shares 2,870 $332K 0.23% Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,462 shares; 2025Q1: 2,462 shares; 2025Q2: 2,367 shares; 2025Q3: 2,107 shares; 2025Q4: 2,107 shares; 2026Q1: not loaded; 2026Q2: 2,082 shares 2,082 $329K 0.23% 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 loaded; 2024Q4: 1,431 shares; 2025Q1: 1,466 shares; 2025Q2: 1,467 shares; 2025Q3: 1,467 shares; 2025Q4: 1,468 shares; 2026Q1: not loaded; 2026Q2: 1,434 shares 1,434 $316K 0.22% 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: not loaded; 2024Q4: 4,502 shares; 2025Q1: 4,502 shares; 2025Q2: 4,427 shares; 2025Q3: 4,427 shares; 2025Q4: 4,427 shares; 2026Q1: not loaded; 2026Q2: 4,327 shares 4,327 $311K 0.22% Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,525 shares; 2025Q1: 4,525 shares; 2025Q2: 4,525 shares; 2025Q3: 4,475 shares; 2025Q4: 4,475 shares; 2026Q1: not loaded; 2026Q2: 4,493 shares 4,493 $301K 0.21% Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: not loaded; 2026Q2: 3,600 shares 3,600 $280K 0.2% Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,450 shares; 2025Q3: 3,550 shares; 2025Q4: 3,551 shares; 2026Q1: not loaded; 2026Q2: 3,652 shares 3,652 $273K 0.19% 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: not loaded; 2024Q4: 1,876 shares; 2025Q1: 1,877 shares; 2025Q2: 1,879 shares; 2025Q3: 1,880 shares; 2025Q4: 1,881 shares; 2026Q1: not loaded; 2026Q2: 1,738 shares 1,738 $255K 0.18% Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,425 shares; 2025Q1: 4,425 shares; 2025Q2: 4,325 shares; 2025Q3: 4,325 shares; 2025Q4: 4,325 shares; 2026Q1: not loaded; 2026Q2: 4,325 shares 4,325 $252K 0.18% 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: not loaded; 2024Q4: not reported; 2025Q1: 1,348 shares; 2025Q2: not reported; 2025Q3: 1,321 shares; 2025Q4: 1,500 shares; 2026Q1: not loaded; 2026Q2: 1,510 shares 1,510 $250K 0.17% Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 207 shares 207 $243K 0.17% 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: not loaded; 2024Q4: 2,137 shares; 2025Q1: 2,120 shares; 2025Q2: 2,192 shares; 2025Q3: 2,017 shares; 2025Q4: 2,048 shares; 2026Q1: not loaded; 2026Q2: 1,775 shares 1,775 $240K 0.17% Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,230 shares; 2025Q1: 4,230 shares; 2025Q2: 4,125 shares; 2025Q3: 3,988 shares; 2025Q4: 4,122 shares; 2026Q1: not loaded; 2026Q2: 4,122 shares 4,122 $238K 0.17% Timeline FREL 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 loaded; 2024Q4: 8,621 shares; 2025Q1: 8,625 shares; 2025Q2: 8,029 shares; 2025Q3: 8,233 shares; 2025Q4: 8,122 shares; 2026Q1: not loaded; 2026Q2: 8,091 shares 8,091 $237K 0.17% Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,715 shares; 2025Q4: 1,715 shares; 2026Q1: not loaded; 2026Q2: 1,715 shares 1,715 $236K 0.16% 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: not loaded; 2024Q4: 3,136 shares; 2025Q1: 2,936 shares; 2025Q2: 2,816 shares; 2025Q3: 2,394 shares; 2025Q4: 2,219 shares; 2026Q1: not loaded; 2026Q2: 2,054 shares 2,054 $224K 0.16% 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: not loaded; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: not loaded; 2026Q2: 395 shares 395 $203K 0.14% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 421 shares 421 $201K 0.14% Timeline