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: 51,766 shares; 2024Q4: 57,441 shares; 2025Q1: 65,130 shares; 2025Q2: 73,667 shares; 2025Q3: 77,741 shares; 2025Q4: 103,156 shares; 2026Q1: 111,824 shares; 2026Q2: 115,972 shares 115,972 $25.6M 7.73% +4,148 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: 63,577 shares; 2025Q3: 97,572 shares; 2025Q4: 188,187 shares; 2026Q1: 516,768 shares; 2026Q2: 568,182 shares 568,182 $22.6M 6.82% +51,414 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: 23,971 shares; 2024Q4: 26,263 shares; 2025Q1: 26,432 shares; 2025Q2: 28,985 shares; 2025Q3: 30,761 shares; 2025Q4: 33,231 shares; 2026Q1: 40,209 shares; 2026Q2: 249,138 shares 249,138 $20.8M 6.27% +208,929 Timeline FMDE 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: 88,119 shares; 2025Q3: 148,132 shares; 2025Q4: 232,416 shares; 2026Q1: 395,554 shares; 2026Q2: 430,650 shares 430,650 $17.5M 5.27% +35,096 Timeline FESM 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: 54,190 shares; 2025Q3: 150,563 shares; 2025Q4: 207,504 shares; 2026Q1: 281,068 shares; 2026Q2: 297,644 shares 297,644 $13.9M 4.19% +16,576 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: 145,468 shares; 2024Q4: 454,919 shares; 2025Q1: 472,885 shares; 2025Q2: 414,387 shares; 2025Q3: 349,671 shares; 2025Q4: 324,317 shares; 2026Q1: 323,132 shares; 2026Q2: 332,594 shares 332,594 $11.1M 3.34% +9,462 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,301 shares; 2025Q3: 36,021 shares; 2025Q4: 55,213 shares; 2026Q1: 60,364 shares; 2026Q2: 65,270 shares 65,270 $10.7M 3.23% +4,906 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: 30,390 shares; 2024Q4: 30,321 shares; 2025Q1: 29,601 shares; 2025Q2: 29,197 shares; 2025Q3: 28,927 shares; 2025Q4: 28,676 shares; 2026Q1: 28,793 shares; 2026Q2: 29,187 shares 29,187 $9.72M 2.93% +394 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,699 shares; 2024Q4: 149,102 shares; 2025Q1: 138,304 shares; 2025Q2: 175,781 shares; 2025Q3: 176,422 shares; 2025Q4: 188,434 shares; 2026Q1: 190,368 shares; 2026Q2: 207,623 shares 207,623 $9.34M 2.81% +17,255 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,147 shares; 2024Q4: 233,202 shares; 2025Q1: 253,136 shares; 2025Q2: 260,969 shares; 2025Q3: 265,307 shares; 2025Q4: 253,503 shares; 2026Q1: 247,360 shares; 2026Q2: 251,126 shares 251,126 $8.4M 2.53% +3,766 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: 43,401 shares; 2024Q4: 42,985 shares; 2025Q1: 49,993 shares; 2025Q2: 65,890 shares; 2025Q3: 66,696 shares; 2025Q4: 67,268 shares; 2026Q1: 70,945 shares; 2026Q2: 70,903 shares 70,903 $7.21M 2.17% -42 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: 152,756 shares; 2024Q4: 167,516 shares; 2025Q1: 187,739 shares; 2025Q2: 188,577 shares; 2025Q3: 175,221 shares; 2025Q4: 162,003 shares; 2026Q1: 150,838 shares; 2026Q2: 123,132 shares 123,132 $6.99M 2.11% -27,706 Timeline FDEM 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: 19,362 shares; 2025Q3: 28,951 shares; 2025Q4: 57,084 shares; 2026Q1: 145,666 shares; 2026Q2: 167,150 shares 167,150 $5.73M 1.73% +21,484 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 813 shares; 2024Q4: 813 shares; 2025Q1: 822 shares; 2025Q2: 6,361 shares; 2025Q3: 6,369 shares; 2025Q4: 11,269 shares; 2026Q1: 12,084 shares; 2026Q2: 65,066 shares 65,066 $5.52M 1.66% +52,982 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: 35,063 shares; 2024Q4: 38,806 shares; 2025Q1: 43,275 shares; 2025Q2: 40,228 shares; 2025Q3: 40,508 shares; 2025Q4: 40,614 shares; 2026Q1: 41,558 shares; 2026Q2: 42,274 shares 42,274 $5.3M 1.6% +716 Timeline JCPB 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: 5,117 shares; 2024Q4: 5,317 shares; 2025Q1: 16,017 shares; 2025Q2: 41,859 shares; 2025Q3: 42,018 shares; 2025Q4: 66,316 shares; 2026Q1: 81,134 shares; 2026Q2: 100,156 shares 100,156 $4.63M 1.4% +19,022 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,726 shares; 2025Q1: 51,947 shares; 2025Q2: 93,179 shares; 2025Q3: 96,859 shares; 2025Q4: 140,803 shares; 2026Q1: 160,201 shares; 2026Q2: 177,129 shares 177,129 $4.62M 1.39% +16,928 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: 10,971 shares; 2024Q4: 11,039 shares; 2025Q1: 11,121 shares; 2025Q2: 11,448 shares; 2025Q3: 11,437 shares; 2025Q4: 12,290 shares; 2026Q1: 12,373 shares; 2026Q2: 12,429 shares 12,429 $4.53M 1.37% +56 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: 17,915 shares; 2024Q4: 20,435 shares; 2025Q1: 17,137 shares; 2025Q2: 17,433 shares; 2025Q3: 17,308 shares; 2025Q4: 17,379 shares; 2026Q1: 17,414 shares; 2026Q2: 19,116 shares 19,116 $3.95M 1.19% +1,702 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: 18,193 shares; 2024Q4: 18,156 shares; 2025Q1: 18,592 shares; 2025Q2: 18,642 shares; 2025Q3: 18,659 shares; 2025Q4: 18,621 shares; 2026Q1: 18,653 shares; 2026Q2: 18,067 shares 18,067 $3.92M 1.18% -586 Timeline JEPQ 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: 26,824 shares; 2024Q4: 55,309 shares; 2025Q1: 78,250 shares; 2025Q2: 74,948 shares; 2025Q3: 63,404 shares; 2025Q4: 62,859 shares; 2026Q1: 59,619 shares; 2026Q2: 67,011 shares 67,011 $3.88M 1.17% +7,392 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: 3,832 shares; 2024Q4: 3,967 shares; 2025Q1: 3,992 shares; 2025Q2: 4,405 shares; 2025Q3: 4,454 shares; 2025Q4: 4,413 shares; 2026Q1: 4,430 shares; 2026Q2: 4,907 shares 4,907 $3.64M 1.1% +477 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: 22,259 shares; 2024Q4: 22,380 shares; 2025Q1: 22,380 shares; 2025Q2: 22,089 shares; 2025Q3: 22,089 shares; 2025Q4: 21,991 shares; 2026Q1: 21,819 shares; 2026Q2: 21,714 shares 21,714 $3.41M 1.03% -105 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,990 shares; 2024Q4: 106,406 shares; 2025Q1: 107,188 shares; 2025Q2: 113,354 shares; 2025Q3: 114,978 shares; 2025Q4: 114,633 shares; 2026Q1: 116,155 shares; 2026Q2: 115,422 shares 115,422 $3.3M 0.99% -733 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: 99,319 shares; 2024Q4: 95,665 shares; 2025Q1: 75,115 shares; 2025Q2: 68,715 shares; 2025Q3: 69,447 shares; 2025Q4: 64,884 shares; 2026Q1: 69,350 shares; 2026Q2: 64,105 shares 64,105 $3.24M 0.98% -5,245 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,051 shares; 2024Q4: 36,359 shares; 2025Q1: 77,467 shares; 2025Q2: 99,664 shares; 2025Q3: 98,674 shares; 2025Q4: 98,484 shares; 2026Q1: 97,767 shares; 2026Q2: 97,466 shares 97,466 $2.84M 0.86% -301 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: 16,061 shares; 2024Q4: 19,211 shares; 2025Q1: 19,285 shares; 2025Q2: 31,784 shares; 2025Q3: 31,850 shares; 2025Q4: 28,850 shares; 2026Q1: 29,558 shares; 2026Q2: 31,747 shares 31,747 $2.56M 0.77% +2,189 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,802 shares; 2024Q4: 11,802 shares; 2025Q1: 11,802 shares; 2025Q2: 11,802 shares; 2025Q3: 11,802 shares; 2025Q4: 11,802 shares; 2026Q1: 11,802 shares; 2026Q2: 11,802 shares 11,802 $2.47M 0.74% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,665 shares; 2024Q4: 25,018 shares; 2025Q1: 29,229 shares; 2025Q2: 33,574 shares; 2025Q3: 33,827 shares; 2025Q4: 29,541 shares; 2026Q1: 28,533 shares; 2026Q2: 28,378 shares 28,378 $2.41M 0.73% -155 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,698 shares; 2024Q4: 8,698 shares; 2025Q1: 8,698 shares; 2025Q2: 8,698 shares; 2025Q3: 8,698 shares; 2025Q4: 8,698 shares; 2026Q1: 8,698 shares; 2026Q2: 8,698 shares 8,698 $2.1M 0.63% 0 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,962 shares; 2024Q4: 90,098 shares; 2025Q1: 89,292 shares; 2025Q2: 88,524 shares; 2025Q3: 87,839 shares; 2025Q4: 85,607 shares; 2026Q1: 76,337 shares; 2026Q2: 73,642 shares 73,642 $2.06M 0.62% -2,695 Timeline GPIQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,050 shares; 2025Q4: 14,050 shares; 2026Q1: 20,025 shares; 2026Q2: 37,120 shares 37,120 $2.05M 0.62% +17,095 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: 20,090 shares; 2024Q4: 21,132 shares; 2025Q1: 20,050 shares; 2025Q2: 19,438 shares; 2025Q3: 19,454 shares; 2025Q4: 19,522 shares; 2026Q1: 19,797 shares; 2026Q2: 20,703 shares 20,703 $2.01M 0.61% +906 Timeline FDVV 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: 16,741 shares; 2024Q4: 16,741 shares; 2025Q1: 19,141 shares; 2025Q2: 30,977 shares; 2025Q3: 30,977 shares; 2025Q4: 30,999 shares; 2026Q1: 30,999 shares; 2026Q2: 29,849 shares 29,849 $1.86M 0.56% -1,150 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: 5,689 shares; 2025Q3: 9,702 shares; 2025Q4: 19,133 shares; 2026Q1: 28,250 shares; 2026Q2: 34,716 shares 34,716 $1.8M 0.54% +6,466 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,868 shares; 2024Q4: 5,001 shares; 2025Q1: 5,001 shares; 2025Q2: 4,868 shares; 2025Q3: 4,868 shares; 2025Q4: 4,868 shares; 2026Q1: 4,868 shares; 2026Q2: 4,964 shares 4,964 $1.74M 0.52% +96 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,669 shares; 2024Q4: 11,548 shares; 2025Q1: 15,020 shares; 2025Q2: 14,880 shares; 2025Q3: 14,935 shares; 2025Q4: 14,735 shares; 2026Q1: 14,736 shares; 2026Q2: 14,124 shares 14,124 $1.74M 0.52% -612 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,202 shares; 2024Q4: 19,614 shares; 2025Q1: 19,640 shares; 2025Q2: 19,815 shares; 2025Q3: 19,835 shares; 2025Q4: 21,459 shares; 2026Q1: 23,226 shares; 2026Q2: 32,639 shares 32,639 $1.73M 0.52% +9,413 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,970 shares; 2025Q1: 12,230 shares; 2025Q2: 15,730 shares; 2025Q3: 16,530 shares; 2025Q4: 19,850 shares; 2026Q1: 25,480 shares; 2026Q2: 39,475 shares 39,475 $1.72M 0.52% +13,995 Timeline HELO 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: 17,631 shares; 2025Q1: 22,943 shares; 2025Q2: 26,720 shares; 2025Q3: 27,533 shares; 2025Q4: 29,640 shares; 2026Q1: 25,867 shares; 2026Q2: 24,347 shares 24,347 $1.65M 0.5% -1,520 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: 4,268 shares; 2024Q4: 4,458 shares; 2025Q1: 4,309 shares; 2025Q2: 4,198 shares; 2025Q3: 4,269 shares; 2025Q4: 4,036 shares; 2026Q1: 3,771 shares; 2026Q2: 4,287 shares 4,287 $1.64M 0.49% +516 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: 1,469 shares; 2024Q4: 1,533 shares; 2025Q1: 1,448 shares; 2025Q2: 1,449 shares; 2025Q3: 1,470 shares; 2025Q4: 1,477 shares; 2026Q1: 1,496 shares; 2026Q2: 1,351 shares 1,351 $1.62M 0.49% -145 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: 6,269 shares; 2024Q4: 6,284 shares; 2025Q1: 6,343 shares; 2025Q2: 6,354 shares; 2025Q3: 6,340 shares; 2025Q4: 6,410 shares; 2026Q1: 6,394 shares; 2026Q2: 6,446 shares 6,446 $1.54M 0.46% +52 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,550 shares; 2025Q3: 6,350 shares; 2025Q4: 12,700 shares; 2026Q1: 23,718 shares; 2026Q2: 32,911 shares 32,911 $1.48M 0.44% +9,193 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,547 shares; 2024Q4: 3,757 shares; 2025Q1: 3,739 shares; 2025Q2: 3,718 shares; 2025Q3: 3,755 shares; 2025Q4: 3,599 shares; 2026Q1: 3,737 shares; 2026Q2: 4,147 shares 4,147 $1.46M 0.44% +410 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: 9,048 shares; 2024Q4: 8,665 shares; 2025Q1: 8,316 shares; 2025Q2: 7,608 shares; 2025Q3: 7,749 shares; 2025Q4: 7,706 shares; 2026Q1: 7,461 shares; 2026Q2: 7,240 shares 7,240 $1.41M 0.43% -221 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: 5,025 shares; 2024Q4: 5,697 shares; 2025Q1: 5,087 shares; 2025Q2: 5,089 shares; 2025Q3: 5,089 shares; 2025Q4: 5,048 shares; 2026Q1: 5,244 shares; 2026Q2: 6,068 shares 6,068 $1.41M 0.42% +824 Timeline GPIX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,570 shares; 2025Q4: 22,290 shares; 2026Q1: 23,620 shares; 2026Q2: 25,465 shares 25,465 $1.39M 0.42% +1,845 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: 17,431 shares; 2024Q4: 17,543 shares; 2025Q1: 16,941 shares; 2025Q2: 16,946 shares; 2025Q3: 17,162 shares; 2025Q4: 16,973 shares; 2026Q1: 16,143 shares; 2026Q2: 16,942 shares 16,942 $1.39M 0.42% +799 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: 2,847 shares; 2024Q4: 3,721 shares; 2025Q1: 3,755 shares; 2025Q2: 3,827 shares; 2025Q3: 4,004 shares; 2025Q4: 4,020 shares; 2026Q1: 3,914 shares; 2026Q2: 3,756 shares 3,756 $1.28M 0.39% -158 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: 10,236 shares; 2024Q4: 10,191 shares; 2025Q1: 10,198 shares; 2025Q2: 10,213 shares; 2025Q3: 10,561 shares; 2025Q4: 10,471 shares; 2026Q1: 10,909 shares; 2026Q2: 10,915 shares 10,915 $1.19M 0.36% +6 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,098 shares; 2024Q4: 33,098 shares; 2025Q1: 33,098 shares; 2025Q2: 33,098 shares; 2025Q3: 33,098 shares; 2025Q4: 33,098 shares; 2026Q1: 33,098 shares; 2026Q2: 33,098 shares 33,098 $1.17M 0.35% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,797 shares; 2024Q4: 12,347 shares; 2025Q1: 11,943 shares; 2025Q2: 10,434 shares; 2025Q3: 9,510 shares; 2025Q4: 9,459 shares; 2026Q1: 11,663 shares; 2026Q2: 11,348 shares 11,348 $1.14M 0.34% -315 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: 8,062 shares; 2024Q4: 13,284 shares; 2025Q1: 13,863 shares; 2025Q2: 14,523 shares; 2025Q3: 16,412 shares; 2025Q4: 16,492 shares; 2026Q1: 16,250 shares; 2026Q2: 16,134 shares 16,134 $1.12M 0.34% -116 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,644 shares; 2024Q4: 7,451 shares; 2025Q1: 8,751 shares; 2025Q2: 12,323 shares; 2025Q3: 12,323 shares; 2025Q4: 10,432 shares; 2026Q1: 10,434 shares; 2026Q2: 18,999 shares 18,999 $1.1M 0.33% +8,565 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: 2,992 shares; 2024Q4: 3,393 shares; 2025Q1: 3,432 shares; 2025Q2: 2,994 shares; 2025Q3: 2,895 shares; 2025Q4: 2,906 shares; 2026Q1: 2,917 shares; 2026Q2: 3,392 shares 3,392 $1.08M 0.33% +475 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,450 shares; 2024Q4: 41,370 shares; 2025Q1: 45,344 shares; 2025Q2: 38,368 shares; 2025Q3: 36,582 shares; 2025Q4: 30,738 shares; 2026Q1: 23,385 shares; 2026Q2: 16,374 shares 16,374 $1.06M 0.32% -7,011 Timeline FELC 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: 10,006 shares; 2024Q4: 14,017 shares; 2025Q1: 22,163 shares; 2025Q2: 22,636 shares; 2025Q3: 23,261 shares; 2025Q4: 23,848 shares; 2026Q1: 23,926 shares; 2026Q2: 24,081 shares 24,081 $1.01M 0.3% +155 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,905 shares; 2024Q4: 18,905 shares; 2025Q1: 18,905 shares; 2025Q2: 18,905 shares; 2025Q3: 18,905 shares; 2025Q4: 18,905 shares; 2026Q1: 18,905 shares; 2026Q2: 18,905 shares 18,905 $1.01M 0.3% 0 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,591 shares; 2025Q3: 5,719 shares; 2025Q4: 11,001 shares; 2026Q1: 14,515 shares; 2026Q2: 21,512 shares 21,512 $1M 0.3% +6,997 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: 1,890 shares; 2024Q4: 2,808 shares; 2025Q1: 2,844 shares; 2025Q2: 3,128 shares; 2025Q3: 3,129 shares; 2025Q4: 3,113 shares; 2026Q1: 2,692 shares; 2026Q2: 2,692 shares 2,692 $1M 0.3% 0 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: 2,309 shares; 2024Q4: 2,401 shares; 2025Q1: 2,209 shares; 2025Q2: 2,235 shares; 2025Q3: 2,236 shares; 2025Q4: 2,139 shares; 2026Q1: 2,122 shares; 2026Q2: 2,601 shares 2,601 $993K 0.3% +479 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,691 shares; 2025Q3: 5,891 shares; 2025Q4: 11,591 shares; 2026Q1: 16,081 shares; 2026Q2: 18,702 shares 18,702 $980K 0.3% +2,621 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: 2,843 shares; 2024Q4: 2,813 shares; 2025Q1: 2,742 shares; 2025Q2: 2,648 shares; 2025Q3: 2,649 shares; 2025Q4: 2,458 shares; 2026Q1: 2,615 shares; 2026Q2: 2,964 shares 2,964 $948K 0.29% +349 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,982 shares; 2024Q4: 9,378 shares; 2025Q1: 9,536 shares; 2025Q2: 10,604 shares; 2025Q3: 10,812 shares; 2025Q4: 10,484 shares; 2026Q1: 10,006 shares; 2026Q2: 9,491 shares 9,491 $906K 0.27% -515 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: 2,118 shares; 2024Q4: 3,351 shares; 2025Q1: 3,458 shares; 2025Q2: 3,560 shares; 2025Q3: 3,795 shares; 2025Q4: 3,830 shares; 2026Q1: 3,666 shares; 2026Q2: 3,506 shares 3,506 $856K 0.26% -160 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: 5,577 shares; 2024Q4: 5,577 shares; 2025Q1: 8,834 shares; 2025Q2: 8,834 shares; 2025Q3: 8,834 shares; 2025Q4: 8,834 shares; 2026Q1: 8,834 shares; 2026Q2: 8,834 shares 8,834 $851K 0.26% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,669 shares; 2024Q4: 20,007 shares; 2025Q1: 21,811 shares; 2025Q2: 21,926 shares; 2025Q3: 24,149 shares; 2025Q4: 24,283 shares; 2026Q1: 24,397 shares; 2026Q2: 24,507 shares 24,507 $839K 0.25% +110 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: 873 shares; 2024Q4: 843 shares; 2025Q1: 844 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 825 shares; 2026Q1: 1,085 shares; 2026Q2: 938 shares 938 $833K 0.25% -147 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: 4,797 shares; 2024Q4: 4,805 shares; 2025Q1: 4,812 shares; 2025Q2: 4,871 shares; 2025Q3: 4,933 shares; 2025Q4: 4,950 shares; 2026Q1: 5,106 shares; 2026Q2: 5,113 shares 5,113 $829K 0.25% +7 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: 2,562 shares; 2024Q4: 2,568 shares; 2025Q1: 2,575 shares; 2025Q2: 2,580 shares; 2025Q3: 2,585 shares; 2025Q4: 2,591 shares; 2026Q1: 2,596 shares; 2026Q2: 2,599 shares 2,599 $804K 0.24% +3 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,581 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,232 shares; 2025Q3: not reported; 2025Q4: 1,224 shares; 2026Q1: 1,355 shares; 2026Q2: 1,510 shares 1,510 $788K 0.24% +155 Timeline AVIV 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: 4,818 shares; 2024Q4: 5,936 shares; 2025Q1: 7,031 shares; 2025Q2: 7,974 shares; 2025Q3: 8,099 shares; 2025Q4: 9,294 shares; 2026Q1: 9,527 shares; 2026Q2: 9,886 shares 9,886 $783K 0.24% +359 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: 4,782 shares; 2024Q4: 4,786 shares; 2025Q1: 4,078 shares; 2025Q2: 4,083 shares; 2025Q3: 4,083 shares; 2025Q4: 4,136 shares; 2026Q1: 4,139 shares; 2026Q2: 3,995 shares 3,995 $771K 0.23% -144 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,412 shares; 2024Q4: 4,417 shares; 2025Q1: 4,421 shares; 2025Q2: 4,429 shares; 2025Q3: 4,429 shares; 2025Q4: 4,434 shares; 2026Q1: 4,438 shares; 2026Q2: 4,438 shares 4,438 $770K 0.23% 0 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: 15,597 shares; 2024Q4: 17,597 shares; 2025Q1: 17,597 shares; 2025Q2: 15,597 shares; 2025Q3: 15,497 shares; 2025Q4: 15,497 shares; 2026Q1: 15,497 shares; 2026Q2: 14,566 shares 14,566 $754K 0.23% -931 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,350 shares; 2024Q4: 5,187 shares; 2025Q1: 5,187 shares; 2025Q2: 5,374 shares; 2025Q3: 5,377 shares; 2025Q4: 4,593 shares; 2026Q1: 4,718 shares; 2026Q2: 4,767 shares 4,767 $735K 0.22% +49 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: 3,117 shares; 2024Q4: 2,992 shares; 2025Q1: 2,653 shares; 2025Q2: 2,653 shares; 2025Q3: 2,638 shares; 2025Q4: 2,520 shares; 2026Q1: 2,583 shares; 2026Q2: 2,681 shares 2,681 $706K 0.21% +98 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,025 shares; 2024Q4: 2,025 shares; 2025Q1: 2,025 shares; 2025Q2: 2,045 shares; 2025Q3: 2,045 shares; 2025Q4: 2,045 shares; 2026Q1: 2,119 shares; 2026Q2: 8,491 shares 8,491 $684K 0.21% +6,372 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,939 shares; 2024Q4: 5,606 shares; 2025Q1: 6,689 shares; 2025Q2: 7,203 shares; 2025Q3: 7,228 shares; 2025Q4: 7,889 shares; 2026Q1: 7,611 shares; 2026Q2: 7,627 shares 7,627 $680K 0.21% +16 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: 2,579 shares; 2024Q4: 2,695 shares; 2025Q1: 2,573 shares; 2025Q2: 2,367 shares; 2025Q3: 2,386 shares; 2025Q4: 2,386 shares; 2026Q1: 2,386 shares; 2026Q2: 2,528 shares 2,528 $669K 0.2% +142 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,107 shares; 2024Q4: 17,631 shares; 2025Q1: 19,131 shares; 2025Q2: 20,681 shares; 2025Q3: 21,311 shares; 2025Q4: 24,114 shares; 2026Q1: 21,661 shares; 2026Q2: 23,272 shares 23,272 $629K 0.19% +1,611 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: 4,337 shares; 2024Q4: 4,337 shares; 2025Q1: 4,087 shares; 2025Q2: 4,116 shares; 2025Q3: 4,116 shares; 2025Q4: 4,166 shares; 2026Q1: 4,391 shares; 2026Q2: 4,738 shares 4,738 $616K 0.19% +347 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,090 shares; 2024Q4: 1,090 shares; 2025Q1: 1,088 shares; 2025Q2: 1,532 shares; 2025Q3: 1,509 shares; 2025Q4: 1,260 shares; 2026Q1: 1,369 shares; 2026Q2: 1,223 shares 1,223 $605K 0.18% -146 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: 6,319 shares; 2024Q4: 6,655 shares; 2025Q1: 6,884 shares; 2025Q2: 6,924 shares; 2025Q3: 6,948 shares; 2025Q4: 7,066 shares; 2026Q1: 7,213 shares; 2026Q2: 7,240 shares 7,240 $604K 0.18% +27 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: 5,806 shares; 2024Q4: 9,291 shares; 2025Q1: 12,843 shares; 2025Q2: 9,531 shares; 2025Q3: 9,537 shares; 2025Q4: 7,517 shares; 2026Q1: 6,164 shares; 2026Q2: 6,165 shares 6,165 $586K 0.18% +1 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: 2,002 shares; 2024Q4: 2,002 shares; 2025Q1: 2,007 shares; 2025Q2: 1,990 shares; 2025Q3: 1,990 shares; 2025Q4: 1,990 shares; 2026Q1: 1,990 shares; 2026Q2: 1,990 shares 1,990 $579K 0.17% 0 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,724 shares; 2024Q4: 25,583 shares; 2025Q1: 25,583 shares; 2025Q2: 25,583 shares; 2025Q3: 25,583 shares; 2025Q4: 24,583 shares; 2026Q1: 20,370 shares; 2026Q2: 19,370 shares 19,370 $575K 0.17% -1,000 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: 735 shares; 2024Q4: 859 shares; 2025Q1: 947 shares; 2025Q2: 920 shares; 2025Q3: 1,202 shares; 2025Q4: 1,202 shares; 2026Q1: 1,202 shares; 2026Q2: 4,808 shares 4,808 $566K 0.17% +3,606 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: 399 shares; 2024Q4: 410 shares; 2025Q1: 615 shares; 2025Q2: 705 shares; 2025Q3: 721 shares; 2025Q4: 728 shares; 2026Q1: 827 shares; 2026Q2: 828 shares 828 $562K 0.17% +1 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,751 shares; 2024Q4: 7,396 shares; 2025Q1: 7,451 shares; 2025Q2: 6,202 shares; 2025Q3: 6,229 shares; 2025Q4: 6,078 shares; 2026Q1: 5,884 shares; 2026Q2: 5,862 shares 5,862 $558K 0.17% -22 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,372 shares; 2024Q4: 2,379 shares; 2025Q1: 2,385 shares; 2025Q2: 2,339 shares; 2025Q3: 2,394 shares; 2025Q4: 2,400 shares; 2026Q1: 2,279 shares; 2026Q2: 2,603 shares 2,603 $554K 0.17% +324 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050 shares; 2024Q4: 1,051 shares; 2025Q1: 1,224 shares; 2025Q2: 1,227 shares; 2025Q3: 1,228 shares; 2025Q4: 1,171 shares; 2026Q1: 1,172 shares; 2026Q2: 1,171 shares 1,171 $552K 0.17% -1 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,191 shares; 2024Q4: 5,367 shares; 2025Q1: 4,913 shares; 2025Q2: 4,715 shares; 2025Q3: 4,617 shares; 2025Q4: 9,195 shares; 2026Q1: 9,198 shares; 2026Q2: 9,101 shares 9,101 $543K 0.16% -97 Timeline FSMD 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: 6,258 shares; 2026Q1: 9,285 shares; 2026Q2: 10,582 shares 10,582 $539K 0.16% +1,297 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: 3,999 shares; 2024Q4: 3,778 shares; 2025Q1: 3,778 shares; 2025Q2: 3,760 shares; 2025Q3: 3,760 shares; 2025Q4: 3,760 shares; 2026Q1: 3,748 shares; 2026Q2: 4,108 shares 4,108 $536K 0.16% +360 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: 351 shares; 2025Q3: 361 shares; 2025Q4: 433 shares; 2026Q1: 445 shares; 2026Q2: 526 shares 526 $534K 0.16% +81 Timeline JIRE 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: 5,470 shares; 2024Q4: 5,992 shares; 2025Q1: not reported; 2025Q2: 3,373 shares; 2025Q3: 3,650 shares; 2025Q4: 6,201 shares; 2026Q1: 7,080 shares; 2026Q2: 6,520 shares 6,520 $533K 0.16% -560 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 679 shares; 2024Q4: 705 shares; 2025Q1: 827 shares; 2025Q2: 837 shares; 2025Q3: 859 shares; 2025Q4: 856 shares; 2026Q1: 857 shares; 2026Q2: 4,619 shares 4,619 $523K 0.16% +3,762 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: 612 shares; 2024Q4: 648 shares; 2025Q1: 681 shares; 2025Q2: 664 shares; 2025Q3: 665 shares; 2025Q4: 666 shares; 2026Q1: 696 shares; 2026Q2: 687 shares 687 $508K 0.15% -9 Timeline QMMY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,600 shares 19,600 $503K 0.15% new 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: 1,220 shares; 2024Q4: 1,223 shares; 2025Q1: 1,188 shares; 2025Q2: 1,190 shares; 2025Q3: 1,193 shares; 2025Q4: 1,195 shares; 2026Q1: 1,197 shares; 2026Q2: 1,297 shares 1,297 $502K 0.15% +100 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: 5,445 shares; 2024Q4: 6,910 shares; 2025Q1: 7,100 shares; 2025Q2: 7,536 shares; 2025Q3: 8,060 shares; 2025Q4: 8,330 shares; 2026Q1: 8,382 shares; 2026Q2: 8,437 shares 8,437 $488K 0.15% +55 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: 737 shares; 2024Q4: 758 shares; 2025Q1: 708 shares; 2025Q2: 708 shares; 2025Q3: 708 shares; 2025Q4: 711 shares; 2026Q1: 711 shares; 2026Q2: 711 shares 711 $487K 0.15% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,648 shares; 2024Q4: 4,432 shares; 2025Q1: 4,236 shares; 2025Q2: 4,246 shares; 2025Q3: 4,357 shares; 2025Q4: 4,357 shares; 2026Q1: 4,651 shares; 2026Q2: 4,023 shares 4,023 $484K 0.15% -628 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,827 shares; 2024Q4: 5,672 shares; 2025Q1: 5,422 shares; 2025Q2: 5,443 shares; 2025Q3: 5,343 shares; 2025Q4: 5,344 shares; 2026Q1: 5,345 shares; 2026Q2: 5,297 shares 5,297 $480K 0.14% -48 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,177 shares; 2024Q4: 3,187 shares; 2025Q1: 2,906 shares; 2025Q2: 2,330 shares; 2025Q3: 1,582 shares; 2025Q4: 1,661 shares; 2026Q1: 1,685 shares; 2026Q2: 1,531 shares 1,531 $479K 0.14% -154 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: 3,858 shares; 2024Q4: 3,858 shares; 2025Q1: 3,858 shares; 2025Q2: 3,858 shares; 2025Q3: 3,858 shares; 2025Q4: 3,858 shares; 2026Q1: 3,858 shares; 2026Q2: 3,858 shares 3,858 $479K 0.14% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,419 shares; 2025Q1: 3,443 shares; 2025Q2: 3,468 shares; 2025Q3: 3,469 shares; 2025Q4: 3,479 shares; 2026Q1: 4,017 shares; 2026Q2: 4,092 shares 4,092 $470K 0.14% +75 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,620 shares; 2024Q4: 1,720 shares; 2025Q1: 2,000 shares; 2025Q2: 1,917 shares; 2025Q3: 1,940 shares; 2025Q4: 1,820 shares; 2026Q1: 1,818 shares; 2026Q2: 1,812 shares 1,812 $470K 0.14% -6 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: 419 shares; 2024Q4: 419 shares; 2025Q1: 419 shares; 2025Q2: 445 shares; 2025Q3: 445 shares; 2025Q4: 333 shares; 2026Q1: 423 shares; 2026Q2: 499 shares 499 $466K 0.14% +76 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,273 shares; 2024Q4: 1,273 shares; 2025Q1: 1,273 shares; 2025Q2: 1,241 shares; 2025Q3: 1,241 shares; 2025Q4: 1,241 shares; 2026Q1: 1,409 shares; 2026Q2: 1,405 shares 1,405 $458K 0.14% -4 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: 6,839 shares; 2024Q4: 6,873 shares; 2025Q1: 6,291 shares; 2025Q2: 6,352 shares; 2025Q3: 6,352 shares; 2025Q4: 6,380 shares; 2026Q1: 6,457 shares; 2026Q2: 6,272 shares 6,272 $458K 0.14% -185 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: 4,925 shares; 2024Q4: 5,389 shares; 2025Q1: 4,180 shares; 2025Q2: 4,159 shares; 2025Q3: 4,283 shares; 2025Q4: 4,281 shares; 2026Q1: 3,967 shares; 2026Q2: 3,477 shares 3,477 $456K 0.14% -490 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: 2,240 shares; 2024Q4: 2,240 shares; 2025Q1: 2,027 shares; 2025Q2: 2,027 shares; 2025Q3: 2,027 shares; 2025Q4: 2,027 shares; 2026Q1: 2,027 shares; 2026Q2: 2,062 shares 2,062 $442K 0.13% +35 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: 1,589 shares; 2024Q4: 1,879 shares; 2025Q1: 1,784 shares; 2025Q2: 1,980 shares; 2025Q3: 1,981 shares; 2025Q4: 1,981 shares; 2026Q1: 2,002 shares; 2026Q2: 1,830 shares 1,830 $440K 0.13% -172 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,018 shares; 2025Q1: 7,018 shares; 2025Q2: 7,018 shares; 2025Q3: 7,018 shares; 2025Q4: 7,018 shares; 2026Q1: 7,018 shares; 2026Q2: 7,018 shares 7,018 $435K 0.13% 0 Timeline JPIE 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: 11,492 shares; 2024Q4: 8,306 shares; 2025Q1: 8,306 shares; 2025Q2: 9,606 shares; 2025Q3: 9,706 shares; 2025Q4: 10,006 shares; 2026Q1: 9,446 shares; 2026Q2: 9,446 shares 9,446 $433K 0.13% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,537 shares; 2025Q1: 15,587 shares; 2025Q2: 15,481 shares; 2025Q3: 15,481 shares; 2025Q4: 15,579 shares; 2026Q1: 13,915 shares; 2026Q2: 13,978 shares 13,978 $431K 0.13% +63 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,200 shares; 2024Q4: 27,200 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares 11,000 $424K 0.13% 0 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: 750 shares; 2024Q4: 745 shares; 2025Q1: 725 shares; 2025Q2: 726 shares; 2025Q3: 726 shares; 2025Q4: 684 shares; 2026Q1: 684 shares; 2026Q2: 786 shares 786 $424K 0.13% +102 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: 11,735 shares; 2024Q4: 13,235 shares; 2025Q1: 13,252 shares; 2025Q2: 9,434 shares; 2025Q3: 9,434 shares; 2025Q4: 9,434 shares; 2026Q1: 9,434 shares; 2026Q2: 6,749 shares 6,749 $419K 0.13% -2,685 Timeline AVLV 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: 2,797 shares; 2025Q4: 2,807 shares; 2026Q1: 3,824 shares; 2026Q2: 4,482 shares 4,482 $413K 0.12% +658 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,880 shares; 2024Q4: 8,880 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,730 shares; 2025Q4: 8,730 shares; 2026Q1: 8,730 shares; 2026Q2: 8,730 shares 8,730 $410K 0.12% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,060 shares 7,060 $410K 0.12% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,868 shares; 2024Q4: 2,072 shares; 2025Q1: 2,508 shares; 2025Q2: 2,435 shares; 2025Q3: 2,435 shares; 2025Q4: 2,171 shares; 2026Q1: 2,135 shares; 2026Q2: 1,945 shares 1,945 $398K 0.12% -190 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: 3,397 shares; 2024Q4: 3,359 shares; 2025Q1: 3,199 shares; 2025Q2: 2,807 shares; 2025Q3: 2,807 shares; 2025Q4: 2,529 shares; 2026Q1: 2,526 shares; 2026Q2: 2,514 shares 2,514 $384K 0.12% -12 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: 2,905 shares; 2024Q4: 3,149 shares; 2025Q1: 3,149 shares; 2025Q2: 3,356 shares; 2025Q3: 3,406 shares; 2025Q4: 3,495 shares; 2026Q1: 3,664 shares; 2026Q2: 3,995 shares 3,995 $383K 0.12% +331 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: 2,060 shares; 2024Q4: 2,052 shares; 2025Q1: 1,973 shares; 2025Q2: 1,960 shares; 2025Q3: 1,960 shares; 2025Q4: 1,845 shares; 2026Q1: 1,839 shares; 2026Q2: 1,836 shares 1,836 $381K 0.11% -3 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,875 shares; 2026Q1: 1,878 shares; 2026Q2: 1,886 shares 1,886 $379K 0.11% +8 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,123 shares; 2024Q4: 9,123 shares; 2025Q1: 9,123 shares; 2025Q2: 9,123 shares; 2025Q3: 9,123 shares; 2025Q4: 9,123 shares; 2026Q1: 9,123 shares; 2026Q2: 9,123 shares 9,123 $379K 0.11% 0 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: 2,847 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,122 shares; 2025Q4: 3,122 shares; 2026Q1: 3,122 shares; 2026Q2: 4,208 shares 4,208 $378K 0.11% +1,086 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,390 shares; 2025Q4: 4,365 shares; 2026Q1: 5,010 shares; 2026Q2: 5,260 shares 5,260 $378K 0.11% +250 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,164 shares; 2025Q2: 4,442 shares; 2025Q3: 4,442 shares; 2025Q4: 4,288 shares; 2026Q1: 4,291 shares; 2026Q2: 4,291 shares 4,291 $375K 0.11% 0 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: 922 shares; 2024Q4: 842 shares; 2025Q1: 823 shares; 2025Q2: 1,098 shares; 2025Q3: 1,095 shares; 2025Q4: 1,026 shares; 2026Q1: 995 shares; 2026Q2: 987 shares 987 $371K 0.11% -8 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,746 shares; 2024Q4: 1,426 shares; 2025Q1: 1,426 shares; 2025Q2: 1,426 shares; 2025Q3: 1,426 shares; 2025Q4: 1,426 shares; 2026Q1: 1,426 shares; 2026Q2: 1,426 shares 1,426 $371K 0.11% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,185 shares; 2024Q4: 12,635 shares; 2025Q1: 15,685 shares; 2025Q2: 15,285 shares; 2025Q3: 15,285 shares; 2025Q4: 16,778 shares; 2026Q1: 20,868 shares; 2026Q2: 21,588 shares 21,588 $355K 0.11% +720 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,979 shares; 2024Q4: 10,533 shares; 2025Q1: 10,555 shares; 2025Q2: 9,493 shares; 2025Q3: 9,919 shares; 2025Q4: 9,957 shares; 2026Q1: 9,968 shares; 2026Q2: 9,992 shares 9,992 $339K 0.1% +24 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,973 shares; 2024Q4: 5,425 shares; 2025Q1: 5,127 shares; 2025Q2: 6,129 shares; 2025Q3: 6,129 shares; 2025Q4: 5,879 shares; 2026Q1: 6,079 shares; 2026Q2: 6,079 shares 6,079 $334K 0.1% 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: 4,314 shares; 2024Q4: 4,314 shares; 2025Q1: 4,314 shares; 2025Q2: 4,216 shares; 2025Q3: 4,216 shares; 2025Q4: 4,667 shares; 2026Q1: 4,459 shares; 2026Q2: 4,460 shares 4,460 $330K 0.1% +1 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: 7,796 shares; 2024Q4: 7,055 shares; 2025Q1: 6,892 shares; 2025Q2: 6,893 shares; 2025Q3: 7,036 shares; 2025Q4: 6,869 shares; 2026Q1: 6,870 shares; 2026Q2: 6,870 shares 6,870 $319K 0.1% 0 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,495 shares; 2024Q4: 7,495 shares; 2025Q1: 7,517 shares; 2025Q2: 7,517 shares; 2025Q3: 7,517 shares; 2025Q4: 6,947 shares; 2026Q1: 6,947 shares; 2026Q2: 6,947 shares 6,947 $316K 0.1% 0 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,300 shares; 2024Q4: 4,450 shares; 2025Q1: 7,051 shares; 2025Q2: 6,254 shares; 2025Q3: 6,155 shares; 2025Q4: 5,658 shares; 2026Q1: 6,009 shares; 2026Q2: 6,111 shares 6,111 $310K 0.09% +102 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: 498 shares; 2024Q4: 497 shares; 2025Q1: 467 shares; 2025Q2: 465 shares; 2025Q3: 465 shares; 2025Q4: 400 shares; 2026Q1: 426 shares; 2026Q2: 518 shares 518 $308K 0.09% +92 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,001 shares; 2024Q4: 1,001 shares; 2025Q1: 1,001 shares; 2025Q2: 1,001 shares; 2025Q3: 1,001 shares; 2025Q4: 1,026 shares; 2026Q1: 1,026 shares; 2026Q2: 1,026 shares 1,026 $308K 0.09% 0 Timeline AVEM 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: 3,023 shares; 2026Q2: 3,382 shares 3,382 $302K 0.09% +359 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 930 shares 930 $301K 0.09% new Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,259 shares; 2024Q4: 7,759 shares; 2025Q1: 6,759 shares; 2025Q2: 6,759 shares; 2025Q3: 6,759 shares; 2025Q4: 6,759 shares; 2026Q1: 6,759 shares; 2026Q2: 6,759 shares 6,759 $297K 0.09% 0 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: 2,855 shares; 2024Q4: 2,855 shares; 2025Q1: 2,105 shares; 2025Q2: 1,705 shares; 2025Q3: 1,705 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $292K 0.09% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,931 shares; 2025Q1: 1,931 shares; 2025Q2: 1,744 shares; 2025Q3: 1,744 shares; 2025Q4: 1,706 shares; 2026Q1: 1,694 shares; 2026Q2: 1,950 shares 1,950 $288K 0.09% +256 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,688 shares; 2025Q3: 2,688 shares; 2025Q4: 2,737 shares; 2026Q1: 2,737 shares; 2026Q2: 2,780 shares 2,780 $287K 0.09% +43 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 507 shares; 2025Q1: 507 shares; 2025Q2: 507 shares; 2025Q3: 507 shares; 2025Q4: 508 shares; 2026Q1: 508 shares; 2026Q2: 458 shares 458 $287K 0.09% -50 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,121 shares 1,121 $273K 0.08% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 875 shares 875 $267K 0.08% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) 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: 2,230 shares; 2026Q1: 2,225 shares; 2026Q2: 2,610 shares 2,610 $266K 0.08% +385 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: 2,597 shares; 2024Q4: 2,647 shares; 2025Q1: 2,125 shares; 2025Q2: 1,989 shares; 2025Q3: 2,116 shares; 2025Q4: 2,066 shares; 2026Q1: 1,878 shares; 2026Q2: 1,801 shares 1,801 $266K 0.08% -77 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES 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: not reported; 2026Q1: not reported; 2026Q2: 547 shares 547 $263K 0.08% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,015 shares; 2025Q4: 4,072 shares; 2026Q1: 4,072 shares; 2026Q2: 4,092 shares 4,092 $259K 0.08% +20 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,097 shares; 2025Q2: not reported; 2025Q3: 9,282 shares; 2025Q4: 9,282 shares; 2026Q1: 9,282 shares; 2026Q2: 9,282 shares 9,282 $252K 0.08% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 712 shares; 2025Q4: 712 shares; 2026Q1: 712 shares; 2026Q2: 712 shares 712 $252K 0.08% 0 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 670 shares 670 $241K 0.07% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 895 shares; 2024Q4: 895 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 895 shares; 2025Q4: 856 shares; 2026Q1: 856 shares; 2026Q2: 823 shares 823 $241K 0.07% -33 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,908 shares; 2024Q4: not reported; 2025Q1: 1,908 shares; 2025Q2: not reported; 2025Q3: 1,908 shares; 2025Q4: 1,908 shares; 2026Q1: 1,908 shares; 2026Q2: 1,908 shares 1,908 $240K 0.07% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 4,280 shares; 2025Q4: 3,780 shares; 2026Q1: 3,660 shares; 2026Q2: 3,705 shares 3,705 $237K 0.07% +45 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 991 shares; 2024Q4: 975 shares; 2025Q1: 1,052 shares; 2025Q2: 1,058 shares; 2025Q3: 1,058 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 749 shares 749 $236K 0.07% new Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,614 shares; 2024Q4: 1,594 shares; 2025Q1: 1,700 shares; 2025Q2: 1,711 shares; 2025Q3: 1,711 shares; 2025Q4: 1,238 shares; 2026Q1: 1,203 shares; 2026Q2: 1,203 shares 1,203 $233K 0.07% 0 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: not reported; 2024Q4: 712 shares; 2025Q1: 690 shares; 2025Q2: 707 shares; 2025Q3: 733 shares; 2025Q4: 658 shares; 2026Q1: 736 shares; 2026Q2: 655 shares 655 $233K 0.07% -81 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: 1,228 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,229 shares; 2025Q3: 1,229 shares; 2025Q4: 1,168 shares; 2026Q1: 1,172 shares; 2026Q2: 1,132 shares 1,132 $232K 0.07% -40 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,918 shares; 2025Q4: 3,188 shares; 2026Q1: 3,228 shares; 2026Q2: 3,190 shares 3,190 $231K 0.07% -38 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,121 shares 1,121 $229K 0.07% new Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER 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: 932 shares; 2025Q3: 932 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 655 shares 655 $226K 0.07% new 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: 1,395 shares; 2024Q4: 1,431 shares; 2025Q1: 1,503 shares; 2025Q2: 1,514 shares; 2025Q3: 1,406 shares; 2025Q4: 1,052 shares; 2026Q1: 1,053 shares; 2026Q2: 1,055 shares 1,055 $225K 0.07% +2 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 reported; 2024Q4: not reported; 2025Q1: 859 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 716 shares 716 $220K 0.07% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,012 shares 2,012 $220K 0.07% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,230 shares; 2026Q1: 4,125 shares; 2026Q2: 4,176 shares 4,176 $220K 0.07% +51 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,009 shares 2,009 $216K 0.07% new Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,960 shares 3,960 $215K 0.06% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,208 shares 1,208 $210K 0.06% new Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,038 shares 5,038 $209K 0.06% new Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,160 shares 5,160 $207K 0.06% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,863 shares 5,863 $205K 0.06% new Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,612 shares; 2025Q4: 3,612 shares; 2026Q1: not reported; 2026Q2: 3,462 shares 3,462 $205K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,532 shares 1,532 $203K 0.06% new Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,983 shares; 2024Q4: 10,983 shares; 2025Q1: 10,983 shares; 2025Q2: 10,983 shares; 2025Q3: 10,983 shares; 2025Q4: 10,983 shares; 2026Q1: 10,983 shares; 2026Q2: 10,983 shares 10,983 $182K 0.05% 0 Timeline XRPR ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 11,000 shares; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares 11,000 $98K 0.03% 0 Timeline