IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,514 shares; 2024Q4: 72,865 shares; 2025Q1: 69,707 shares; 2025Q2: 59,077 shares; 2025Q3: 56,736 shares; 2025Q4: 57,663 shares; 2026Q1: 57,250 shares; 2026Q2: 56,689 shares 56,689 $42.5M 3.67% -561 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 283,819 shares; 2024Q4: 326,998 shares; 2025Q1: 340,497 shares; 2025Q2: 308,154 shares; 2025Q3: 319,979 shares; 2025Q4: 324,040 shares; 2026Q1: 375,427 shares; 2026Q2: 476,835 shares 476,835 $41.9M 3.62% +101,408 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: 7,031 shares; 2024Q4: 7,075 shares; 2025Q1: 7,099 shares; 2025Q2: 7,315 shares; 2025Q3: 7,361 shares; 2025Q4: 7,377 shares; 2026Q1: 7,537 shares; 2026Q2: 290,804 shares 290,804 $36.8M 3.18% +283,267 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: 4,553 shares; 2024Q4: 4,989 shares; 2025Q1: 5,051 shares; 2025Q2: 5,242 shares; 2025Q3: 5,461 shares; 2025Q4: 4,912 shares; 2026Q1: 4,667 shares; 2026Q2: 99,360 shares 99,360 $26.9M 2.32% +94,693 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: 15,994 shares; 2024Q4: 15,652 shares; 2025Q1: 15,735 shares; 2025Q2: 15,684 shares; 2025Q3: 19,098 shares; 2025Q4: 19,176 shares; 2026Q1: 20,303 shares; 2026Q2: 101,672 shares 101,672 $25.6M 2.21% +81,369 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: 89,338 shares; 2024Q4: 89,126 shares; 2025Q1: 86,526 shares; 2025Q2: 86,589 shares; 2025Q3: 87,384 shares; 2025Q4: 87,656 shares; 2026Q1: 87,377 shares; 2026Q2: 83,785 shares 83,785 $24.2M 2.09% -3,592 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: 36,391 shares; 2024Q4: 26,140 shares; 2025Q1: 26,192 shares; 2025Q2: 25,427 shares; 2025Q3: 24,180 shares; 2025Q4: 24,190 shares; 2026Q1: 24,439 shares; 2026Q2: 158,404 shares 158,404 $21.7M 1.87% +133,965 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: 67,274 shares; 2024Q4: 75,440 shares; 2025Q1: 74,870 shares; 2025Q2: 79,019 shares; 2025Q3: 83,319 shares; 2025Q4: 95,839 shares; 2026Q1: 98,330 shares; 2026Q2: 272,884 shares 272,884 $19.6M 1.7% +174,554 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: 113,666 shares; 2024Q4: 113,923 shares; 2025Q1: 117,079 shares; 2025Q2: 112,181 shares; 2025Q3: 117,528 shares; 2025Q4: 119,499 shares; 2026Q1: 126,503 shares; 2026Q2: 140,415 shares 140,415 $19.3M 1.67% +13,912 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: 75,106 shares; 2024Q4: 258,139 shares; 2025Q1: 276,133 shares; 2025Q2: 409,831 shares; 2025Q3: 472,256 shares; 2025Q4: 523,314 shares; 2026Q1: 531,259 shares; 2026Q2: 574,381 shares 574,381 $18.2M 1.57% +43,122 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: 16,748 shares; 2024Q4: 16,966 shares; 2025Q1: 17,010 shares; 2025Q2: 17,365 shares; 2025Q3: 17,076 shares; 2025Q4: 17,007 shares; 2026Q1: 15,345 shares; 2026Q2: 115,628 shares 115,628 $17M 1.46% +100,283 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: 43,050 shares; 2024Q4: 42,793 shares; 2025Q1: 42,493 shares; 2025Q2: 42,343 shares; 2025Q3: 44,555 shares; 2025Q4: 44,004 shares; 2026Q1: 44,152 shares; 2026Q2: 44,901 shares 44,901 $16.7M 1.45% +749 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: 17,296 shares; 2024Q4: 21,585 shares; 2025Q1: 21,517 shares; 2025Q2: 22,362 shares; 2025Q3: 24,205 shares; 2025Q4: 23,343 shares; 2026Q1: 24,028 shares; 2026Q2: 98,259 shares 98,259 $16.3M 1.41% +74,231 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: 38,627 shares; 2024Q4: 39,234 shares; 2025Q1: 40,533 shares; 2025Q2: 38,703 shares; 2025Q3: 38,577 shares; 2025Q4: 42,630 shares; 2026Q1: 42,315 shares; 2026Q2: 41,093 shares 41,093 $14.7M 1.27% -1,222 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253,787 shares; 2024Q4: 214,676 shares; 2025Q1: 225,657 shares; 2025Q2: 198,537 shares; 2025Q3: 171,992 shares; 2025Q4: 179,727 shares; 2026Q1: 190,828 shares; 2026Q2: 317,974 shares 317,974 $14.7M 1.27% +127,146 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,834 shares; 2024Q4: 8,399 shares; 2025Q1: 9,033 shares; 2025Q2: 9,295 shares; 2025Q3: 10,120 shares; 2025Q4: 9,903 shares; 2026Q1: 10,102 shares; 2026Q2: 20,453 shares 20,453 $14M 1.21% +10,351 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: 64,210 shares; 2024Q4: 63,850 shares; 2025Q1: 65,748 shares; 2025Q2: 67,128 shares; 2025Q3: 67,118 shares; 2025Q4: 66,347 shares; 2026Q1: 70,208 shares; 2026Q2: 69,745 shares 69,745 $14M 1.21% -463 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: 22,264 shares; 2024Q4: 22,205 shares; 2025Q1: 22,185 shares; 2025Q2: 19,871 shares; 2025Q3: 19,261 shares; 2025Q4: 19,205 shares; 2026Q1: 18,504 shares; 2026Q2: 18,249 shares 18,249 $13.6M 1.18% -255 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,531 shares; 2024Q4: 159,632 shares; 2025Q1: 165,070 shares; 2025Q2: 180,820 shares; 2025Q3: 223,642 shares; 2025Q4: 230,375 shares; 2026Q1: 198,735 shares; 2026Q2: 199,540 shares 199,540 $13.6M 1.17% +805 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: 74,844 shares; 2024Q4: 82,468 shares; 2025Q1: 92,217 shares; 2025Q2: 114,901 shares; 2025Q3: 104,623 shares; 2025Q4: 82,994 shares; 2026Q1: 85,062 shares; 2026Q2: 61,337 shares 61,337 $13.5M 1.16% -23,725 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,797 shares; 2024Q4: 100,678 shares; 2025Q1: 108,557 shares; 2025Q2: 179,461 shares; 2025Q3: 232,426 shares; 2025Q4: 239,423 shares; 2026Q1: 250,237 shares; 2026Q2: 260,648 shares 260,648 $13.2M 1.14% +10,411 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,237 shares; 2024Q4: 30,338 shares; 2025Q1: 38,430 shares; 2025Q2: 45,273 shares; 2025Q3: 47,750 shares; 2025Q4: 63,334 shares; 2026Q1: 62,807 shares; 2026Q2: 56,547 shares 56,547 $12.8M 1.11% -6,260 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: 28,840 shares; 2024Q4: 28,333 shares; 2025Q1: 31,146 shares; 2025Q2: 33,717 shares; 2025Q3: 34,259 shares; 2025Q4: 34,310 shares; 2026Q1: 34,404 shares; 2026Q2: 34,230 shares 34,230 $12.1M 1.04% -174 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,466 shares; 2024Q4: 11,682 shares; 2025Q1: 15,934 shares; 2025Q2: 8,438 shares; 2025Q3: 7,890 shares; 2025Q4: 7,701 shares; 2026Q1: 7,959 shares; 2026Q2: 208,112 shares 208,112 $12M 1.04% +200,153 Timeline SCHZ 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: 179,063 shares; 2024Q4: 402,699 shares; 2025Q1: 420,508 shares; 2025Q2: 430,986 shares; 2025Q3: 453,715 shares; 2025Q4: 441,754 shares; 2026Q1: 465,472 shares; 2026Q2: 517,566 shares 517,566 $12M 1.03% +52,094 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: 13,763 shares; 2024Q4: 13,849 shares; 2025Q1: 14,051 shares; 2025Q2: 14,030 shares; 2025Q3: 13,726 shares; 2025Q4: 13,972 shares; 2026Q1: 14,357 shares; 2026Q2: 134,109 shares 134,109 $11.8M 1.02% +119,752 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,058 shares; 2024Q4: 35,858 shares; 2025Q1: 35,789 shares; 2025Q2: 35,294 shares; 2025Q3: 32,782 shares; 2025Q4: 32,206 shares; 2026Q1: 117,232 shares; 2026Q2: 143,228 shares 143,228 $10.9M 0.94% +25,996 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,154 shares; 2024Q4: 7,223 shares; 2025Q1: 7,043 shares; 2025Q2: 7,257 shares; 2025Q3: 6,911 shares; 2025Q4: 7,114 shares; 2026Q1: 6,307 shares; 2026Q2: 37,939 shares 37,939 $10.7M 0.92% +31,632 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: 2,445 shares; 2024Q4: 2,543 shares; 2025Q1: 2,566 shares; 2025Q2: 2,559 shares; 2025Q3: 2,605 shares; 2025Q4: 2,611 shares; 2026Q1: 3,154 shares; 2026Q2: 103,571 shares 103,571 $9.91M 0.86% +100,417 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: 31,536 shares; 2024Q4: 33,045 shares; 2025Q1: 33,943 shares; 2025Q2: 34,261 shares; 2025Q3: 36,240 shares; 2025Q4: 37,499 shares; 2026Q1: 37,908 shares; 2026Q2: 39,364 shares 39,364 $9.38M 0.81% +1,456 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: 20,665 shares; 2024Q4: 20,560 shares; 2025Q1: 20,600 shares; 2025Q2: 20,777 shares; 2025Q3: 20,057 shares; 2025Q4: 20,249 shares; 2026Q1: 19,106 shares; 2026Q2: 18,724 shares 18,724 $9.37M 0.81% -382 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: 12,784 shares; 2024Q4: 13,271 shares; 2025Q1: 13,122 shares; 2025Q2: 11,024 shares; 2025Q3: 10,809 shares; 2025Q4: 10,924 shares; 2026Q1: 11,853 shares; 2026Q2: 68,214 shares 68,214 $9.24M 0.8% +56,361 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: 55,145 shares; 2024Q4: 54,159 shares; 2025Q1: 53,678 shares; 2025Q2: 54,164 shares; 2025Q3: 52,869 shares; 2025Q4: 57,065 shares; 2026Q1: 57,819 shares; 2026Q2: 57,328 shares 57,328 $8.5M 0.73% -491 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: 82,849 shares; 2024Q4: 82,963 shares; 2025Q1: 80,995 shares; 2025Q2: 80,023 shares; 2025Q3: 81,522 shares; 2025Q4: 86,872 shares; 2026Q1: 86,780 shares; 2026Q2: 87,684 shares 87,684 $8.47M 0.73% +904 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: 180,604 shares; 2024Q4: 178,667 shares; 2025Q1: 180,236 shares; 2025Q2: 120,496 shares; 2025Q3: 115,684 shares; 2025Q4: 112,632 shares; 2026Q1: 113,160 shares; 2026Q2: 106,472 shares 106,472 $8.21M 0.71% -6,688 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 195,916 shares; 2026Q2: 206,668 shares 206,668 $7.56M 0.65% +10,752 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: 75,855 shares; 2024Q4: 78,451 shares; 2025Q1: 74,749 shares; 2025Q2: 76,153 shares; 2025Q3: 81,432 shares; 2025Q4: 90,016 shares; 2026Q1: 98,769 shares; 2026Q2: 100,312 shares 100,312 $7.36M 0.64% +1,543 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: 25,476 shares; 2024Q4: 25,593 shares; 2025Q1: 22,347 shares; 2025Q2: 22,105 shares; 2025Q3: 22,824 shares; 2025Q4: 20,284 shares; 2026Q1: 20,178 shares; 2026Q2: 18,934 shares 18,934 $7.15M 0.62% -1,244 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: 13,560 shares; 2024Q4: 15,269 shares; 2025Q1: 15,232 shares; 2025Q2: 14,997 shares; 2025Q3: 14,810 shares; 2025Q4: 13,653 shares; 2026Q1: 13,055 shares; 2026Q2: 19,192 shares 19,192 $7.07M 0.61% +6,137 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,484 shares; 2024Q4: 77,068 shares; 2025Q1: 78,081 shares; 2025Q2: 77,102 shares; 2025Q3: 74,999 shares; 2025Q4: 73,952 shares; 2026Q1: 74,220 shares; 2026Q2: 72,931 shares 72,931 $7.03M 0.61% -1,289 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: 19,072 shares; 2024Q4: 18,948 shares; 2025Q1: 20,282 shares; 2025Q2: 17,179 shares; 2025Q3: 16,802 shares; 2025Q4: 15,850 shares; 2026Q1: 15,409 shares; 2026Q2: 19,075 shares 19,075 $6.98M 0.6% +3,666 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: 18,667 shares; 2024Q4: 19,077 shares; 2025Q1: 19,412 shares; 2025Q2: 19,342 shares; 2025Q3: 18,619 shares; 2025Q4: 19,242 shares; 2026Q1: 19,130 shares; 2026Q2: 18,337 shares 18,337 $6.79M 0.59% -793 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,262 shares; 2025Q3: 127,851 shares; 2025Q4: 140,578 shares; 2026Q1: 152,542 shares; 2026Q2: 126,871 shares 126,871 $6.69M 0.58% -25,671 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: 25,995 shares; 2024Q4: 25,443 shares; 2025Q1: 25,862 shares; 2025Q2: 26,319 shares; 2025Q3: 27,141 shares; 2025Q4: 25,923 shares; 2026Q1: 26,714 shares; 2026Q2: 156,601 shares 156,601 $6.63M 0.57% +129,887 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: 19,379 shares; 2024Q4: 19,198 shares; 2025Q1: 18,627 shares; 2025Q2: 17,916 shares; 2025Q3: 18,194 shares; 2025Q4: 17,746 shares; 2026Q1: 18,331 shares; 2026Q2: 19,246 shares 19,246 $6.3M 0.54% +915 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: 15,398 shares; 2024Q4: 15,112 shares; 2025Q1: 15,277 shares; 2025Q2: 14,959 shares; 2025Q3: 16,018 shares; 2025Q4: 23,185 shares; 2026Q1: 23,517 shares; 2026Q2: 24,544 shares 24,544 $6.23M 0.54% +1,027 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: 109,459 shares; 2024Q4: 103,475 shares; 2025Q1: 103,564 shares; 2025Q2: 99,218 shares; 2025Q3: 96,240 shares; 2025Q4: 100,270 shares; 2026Q1: 95,106 shares; 2026Q2: 86,785 shares 86,785 $6.18M 0.53% -8,321 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: 39,035 shares; 2024Q4: 38,226 shares; 2025Q1: 38,238 shares; 2025Q2: 38,316 shares; 2025Q3: 37,257 shares; 2025Q4: 37,310 shares; 2026Q1: 28,311 shares; 2026Q2: 28,503 shares 28,503 $5.96M 0.51% +192 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,751 shares; 2025Q2: 109,684 shares; 2025Q3: 134,337 shares; 2025Q4: 140,462 shares; 2026Q1: 158,397 shares; 2026Q2: 129,712 shares 129,712 $5.91M 0.51% -28,685 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: 3,964 shares; 2024Q4: 3,946 shares; 2025Q1: 3,918 shares; 2025Q2: 3,995 shares; 2025Q3: 5,360 shares; 2025Q4: 5,347 shares; 2026Q1: 5,107 shares; 2026Q2: 5,417 shares 5,417 $5.77M 0.5% +310 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 115,472 shares 115,472 $5.72M 0.49% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,638 shares; 2024Q4: 82,538 shares; 2025Q1: 102,477 shares; 2025Q2: 159,498 shares; 2025Q3: 144,705 shares; 2025Q4: 145,892 shares; 2026Q1: 70,869 shares; 2026Q2: 68,671 shares 68,671 $5.69M 0.49% -2,198 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,090 shares; 2024Q4: 43,869 shares; 2025Q1: 37,522 shares; 2025Q2: 43,206 shares; 2025Q3: 47,656 shares; 2025Q4: 51,514 shares; 2026Q1: 55,051 shares; 2026Q2: 58,730 shares 58,730 $5.55M 0.48% +3,679 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: 14,617 shares; 2024Q4: 14,588 shares; 2025Q1: 14,634 shares; 2025Q2: 14,585 shares; 2025Q3: 20,671 shares; 2025Q4: 20,791 shares; 2026Q1: 23,048 shares; 2026Q2: 22,717 shares 22,717 $5.38M 0.46% -331 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,886 shares; 2025Q1: 19,349 shares; 2025Q2: 21,583 shares; 2025Q3: 21,438 shares; 2025Q4: 36,604 shares; 2026Q1: 39,350 shares; 2026Q2: 32,588 shares 32,588 $5.26M 0.45% -6,762 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: 5,131 shares; 2024Q4: 5,207 shares; 2025Q1: 5,122 shares; 2025Q2: 6,017 shares; 2025Q3: 6,088 shares; 2025Q4: 5,940 shares; 2026Q1: 6,027 shares; 2026Q2: 7,084 shares 7,084 $5.22M 0.45% +1,057 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 59,015 shares; 2026Q1: 173,737 shares; 2026Q2: 207,550 shares 207,550 $5.2M 0.45% +33,813 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: 29,340 shares; 2024Q4: 29,355 shares; 2025Q1: 29,888 shares; 2025Q2: 30,360 shares; 2025Q3: 30,870 shares; 2025Q4: 31,287 shares; 2026Q1: 32,348 shares; 2026Q2: 31,884 shares 31,884 $5M 0.43% -464 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,642 shares; 2024Q4: 17,645 shares; 2025Q1: 17,648 shares; 2025Q2: 16,649 shares; 2025Q3: 53,073 shares; 2025Q4: 53,570 shares; 2026Q1: 53,410 shares; 2026Q2: 61,729 shares 61,729 $5M 0.43% +8,319 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,752 shares; 2025Q3: 77,405 shares; 2025Q4: 72,824 shares; 2026Q1: 74,165 shares; 2026Q2: 73,748 shares 73,748 $4.98M 0.43% -417 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,727 shares; 2024Q4: 70,216 shares; 2025Q1: 64,418 shares; 2025Q2: 51,310 shares; 2025Q3: 42,055 shares; 2025Q4: 44,298 shares; 2026Q1: 46,735 shares; 2026Q2: 46,168 shares 46,168 $4.97M 0.43% -567 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,300 shares; 2026Q1: 57,489 shares; 2026Q2: 97,899 shares 97,899 $4.94M 0.43% +40,410 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: 15,369 shares; 2024Q4: 15,044 shares; 2025Q1: 15,036 shares; 2025Q2: 14,805 shares; 2025Q3: 14,804 shares; 2025Q4: 15,356 shares; 2026Q1: 16,215 shares; 2026Q2: 16,378 shares 16,378 $4.92M 0.43% +163 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,040 shares; 2024Q4: 5,383 shares; 2025Q1: 5,748 shares; 2025Q2: 5,749 shares; 2025Q3: 5,545 shares; 2025Q4: 4,440 shares; 2026Q1: 4,917 shares; 2026Q2: 45,048 shares 45,048 $4.84M 0.42% +40,131 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: 2,900 shares; 2024Q4: 2,996 shares; 2025Q1: 3,375 shares; 2025Q2: 3,467 shares; 2025Q3: 4,079 shares; 2025Q4: 4,948 shares; 2026Q1: 6,226 shares; 2026Q2: 55,164 shares 55,164 $4.75M 0.41% +48,938 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,239 shares; 2026Q2: 94,310 shares 94,310 $4.75M 0.41% +12,071 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: 9,693 shares; 2024Q4: 9,650 shares; 2025Q1: 9,517 shares; 2025Q2: 9,026 shares; 2025Q3: 8,720 shares; 2025Q4: 6,923 shares; 2026Q1: 6,823 shares; 2026Q2: 6,746 shares 6,746 $4.74M 0.41% -77 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: 3,135 shares; 2024Q4: 3,177 shares; 2025Q1: 3,173 shares; 2025Q2: 3,328 shares; 2025Q3: 3,766 shares; 2025Q4: 3,765 shares; 2026Q1: 3,777 shares; 2026Q2: 3,906 shares 3,906 $4.68M 0.4% +129 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: 6,816 shares; 2024Q4: 6,920 shares; 2025Q1: 7,125 shares; 2025Q2: 7,147 shares; 2025Q3: 7,262 shares; 2025Q4: 7,867 shares; 2026Q1: 7,936 shares; 2026Q2: 8,240 shares 8,240 $4.64M 0.4% +304 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: 58,546 shares; 2024Q4: 70,721 shares; 2025Q1: 74,658 shares; 2025Q2: 84,769 shares; 2025Q3: 83,866 shares; 2025Q4: 82,893 shares; 2026Q1: 88,436 shares; 2026Q2: 88,273 shares 88,273 $4.58M 0.4% -163 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,410 shares; 2025Q2: 121,458 shares; 2025Q3: 126,067 shares; 2025Q4: 130,756 shares; 2026Q1: 140,123 shares; 2026Q2: 98,200 shares 98,200 $4.23M 0.37% -41,923 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,956 shares; 2024Q4: 45,924 shares; 2025Q1: 44,282 shares; 2025Q2: 40,996 shares; 2025Q3: 39,943 shares; 2025Q4: 39,713 shares; 2026Q1: 40,338 shares; 2026Q2: 39,299 shares 39,299 $4.18M 0.36% -1,039 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,668 shares; 2024Q4: 16,251 shares; 2025Q1: 15,401 shares; 2025Q2: 15,190 shares; 2025Q3: 14,605 shares; 2025Q4: 15,214 shares; 2026Q1: 181,934 shares; 2026Q2: 177,196 shares 177,196 $4.04M 0.35% -4,738 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: 26,389 shares; 2025Q4: 50,144 shares; 2026Q1: 61,074 shares; 2026Q2: 41,808 shares 41,808 $4.03M 0.35% -19,266 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 137,833 shares 137,833 $3.87M 0.33% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,587 shares; 2024Q4: 2,662 shares; 2025Q1: 2,543 shares; 2025Q2: 2,439 shares; 2025Q3: 2,557 shares; 2025Q4: 2,583 shares; 2026Q1: 2,687 shares; 2026Q2: 3,273 shares 3,273 $3.85M 0.33% +586 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: 11,714 shares; 2024Q4: 11,971 shares; 2025Q1: 12,098 shares; 2025Q2: 12,671 shares; 2025Q3: 11,375 shares; 2025Q4: 11,073 shares; 2026Q1: 11,268 shares; 2026Q2: 11,154 shares 11,154 $3.83M 0.33% -114 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: 18,982 shares; 2024Q4: 18,754 shares; 2025Q1: 20,137 shares; 2025Q2: 21,235 shares; 2025Q3: 21,321 shares; 2025Q4: 21,595 shares; 2026Q1: 22,124 shares; 2026Q2: 22,796 shares 22,796 $3.74M 0.32% +672 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,826 shares; 2024Q4: 24,866 shares; 2025Q1: 25,029 shares; 2025Q2: 25,184 shares; 2025Q3: 25,217 shares; 2025Q4: 26,061 shares; 2026Q1: 26,887 shares; 2026Q2: 134,695 shares 134,695 $3.69M 0.32% +107,808 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,270 shares; 2024Q4: 44,429 shares; 2025Q1: 44,606 shares; 2025Q2: 44,714 shares; 2025Q3: 43,848 shares; 2025Q4: 43,700 shares; 2026Q1: 44,083 shares; 2026Q2: 43,532 shares 43,532 $3.65M 0.32% -551 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: 12,280 shares; 2024Q4: 11,952 shares; 2025Q1: 12,043 shares; 2025Q2: 11,817 shares; 2025Q3: 11,884 shares; 2025Q4: 11,570 shares; 2026Q1: 11,429 shares; 2026Q2: 45,244 shares 45,244 $3.65M 0.31% +33,815 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: 30,084 shares; 2024Q4: 29,067 shares; 2025Q1: 28,921 shares; 2025Q2: 28,283 shares; 2025Q3: 28,438 shares; 2025Q4: 28,852 shares; 2026Q1: 30,877 shares; 2026Q2: 30,972 shares 30,972 $3.64M 0.31% +95 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: 14,545 shares; 2024Q4: 14,526 shares; 2025Q1: 14,449 shares; 2025Q2: 14,375 shares; 2025Q3: 16,830 shares; 2025Q4: 18,540 shares; 2026Q1: 17,281 shares; 2026Q2: 16,390 shares 16,390 $3.57M 0.31% -891 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,476 shares; 2024Q4: 53,002 shares; 2025Q1: 55,816 shares; 2025Q2: 56,484 shares; 2025Q3: 82,064 shares; 2025Q4: 91,019 shares; 2026Q1: 93,353 shares; 2026Q2: 94,017 shares 94,017 $3.53M 0.3% +664 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: 3,857 shares; 2024Q4: 3,907 shares; 2025Q1: 4,011 shares; 2025Q2: 3,852 shares; 2025Q3: 3,937 shares; 2025Q4: 3,861 shares; 2026Q1: 3,782 shares; 2026Q2: 3,038 shares 3,038 $3.51M 0.3% -744 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 684,948 shares; 2024Q4: 431,429 shares; 2025Q1: 431,429 shares; 2025Q2: 233,155 shares; 2025Q3: 233,155 shares; 2025Q4: 226,700 shares; 2026Q1: 226,729 shares; 2026Q2: 226,700 shares 226,700 $3.42M 0.3% -29 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: 27,442 shares; 2024Q4: 29,717 shares; 2025Q1: 29,933 shares; 2025Q2: 29,674 shares; 2025Q3: 29,803 shares; 2025Q4: 30,903 shares; 2026Q1: 40,267 shares; 2026Q2: 39,689 shares 39,689 $3.39M 0.29% -578 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: 4,649 shares; 2024Q4: 5,320 shares; 2025Q1: 5,729 shares; 2025Q2: 6,316 shares; 2025Q3: 6,370 shares; 2025Q4: 6,177 shares; 2026Q1: 6,524 shares; 2026Q2: 7,512 shares 7,512 $3.16M 0.27% +988 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,949 shares; 2025Q4: 29,188 shares; 2026Q1: 48,093 shares; 2026Q2: 52,688 shares 52,688 $3.15M 0.27% +4,595 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: 7,510 shares; 2024Q4: 5,500 shares; 2025Q1: 4,579 shares; 2025Q2: 4,672 shares; 2025Q3: 5,438 shares; 2025Q4: 5,476 shares; 2026Q1: 5,533 shares; 2026Q2: 5,376 shares 5,376 $3.12M 0.27% -157 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61,213 shares 61,213 $3.08M 0.27% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,568 shares; 2024Q4: 15,991 shares; 2025Q1: 16,028 shares; 2025Q2: 16,261 shares; 2025Q3: 15,918 shares; 2025Q4: 17,843 shares; 2026Q1: 11,427 shares; 2026Q2: 11,454 shares 11,454 $2.93M 0.25% +27 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,618 shares; 2024Q4: 24,808 shares; 2025Q1: 26,264 shares; 2025Q2: 26,782 shares; 2025Q3: 12,902 shares; 2025Q4: 13,075 shares; 2026Q1: 13,140 shares; 2026Q2: 11,542 shares 11,542 $2.91M 0.25% -1,598 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: 26,748 shares; 2024Q4: 28,323 shares; 2025Q1: 25,615 shares; 2025Q2: 25,202 shares; 2025Q3: 24,489 shares; 2025Q4: 24,247 shares; 2026Q1: 24,664 shares; 2026Q2: 24,845 shares 24,845 $2.9M 0.25% +181 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: 56,013 shares; 2024Q4: 56,219 shares; 2025Q1: 56,259 shares; 2025Q2: 53,953 shares; 2025Q3: 55,908 shares; 2025Q4: 52,035 shares; 2026Q1: 49,421 shares; 2026Q2: 50,107 shares 50,107 $2.86M 0.25% +686 Timeline MATV MATIV HOLDINGS INC More: the full row for MATIV HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340,100 shares; 2024Q4: 340,100 shares; 2025Q1: 358,100 shares; 2025Q2: 377,821 shares; 2025Q3: 375,246 shares; 2025Q4: 375,246 shares; 2026Q1: 375,246 shares; 2026Q2: 375,246 shares 375,246 $2.84M 0.25% 0 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: 3,521 shares; 2024Q4: 3,612 shares; 2025Q1: 3,282 shares; 2025Q2: 3,464 shares; 2025Q3: 3,932 shares; 2025Q4: 4,192 shares; 2026Q1: 5,592 shares; 2026Q2: 5,694 shares 5,694 $2.72M 0.23% +102 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,487 shares; 2024Q4: 19,086 shares; 2025Q1: 19,090 shares; 2025Q2: 17,043 shares; 2025Q3: 17,830 shares; 2025Q4: 16,449 shares; 2026Q1: 16,865 shares; 2026Q2: 19,259 shares 19,259 $2.69M 0.23% +2,394 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: 13,923 shares; 2024Q4: 14,105 shares; 2025Q1: 14,066 shares; 2025Q2: 13,520 shares; 2025Q3: 12,733 shares; 2025Q4: 14,421 shares; 2026Q1: 15,183 shares; 2026Q2: 14,595 shares 14,595 $2.64M 0.23% -588 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,444 shares; 2024Q4: 5,460 shares; 2025Q1: 6,891 shares; 2025Q2: 6,982 shares; 2025Q3: 6,722 shares; 2025Q4: 7,107 shares; 2026Q1: 6,908 shares; 2026Q2: 6,413 shares 6,413 $2.63M 0.23% -495 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: 25,122 shares; 2024Q4: 25,572 shares; 2025Q1: 21,000 shares; 2025Q2: 20,066 shares; 2025Q3: 19,279 shares; 2025Q4: 19,031 shares; 2026Q1: 18,836 shares; 2026Q2: 20,163 shares 20,163 $2.59M 0.22% +1,327 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: 4,314 shares; 2024Q4: 4,670 shares; 2025Q1: 4,926 shares; 2025Q2: 5,009 shares; 2025Q3: 5,128 shares; 2025Q4: 4,849 shares; 2026Q1: 4,918 shares; 2026Q2: 4,937 shares 4,937 $2.54M 0.22% +19 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,877 shares; 2025Q4: 6,870 shares; 2026Q1: 6,982 shares; 2026Q2: 8,686 shares 8,686 $2.52M 0.22% +1,704 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: 5,053 shares; 2024Q4: 5,169 shares; 2025Q1: 5,152 shares; 2025Q2: 5,295 shares; 2025Q3: 5,530 shares; 2025Q4: 5,964 shares; 2026Q1: 6,208 shares; 2026Q2: 7,011 shares 7,011 $2.47M 0.21% +803 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,592 shares; 2024Q4: 114,222 shares; 2025Q1: 107,431 shares; 2025Q2: 159,285 shares; 2025Q3: 128,667 shares; 2025Q4: 120,247 shares; 2026Q1: 80,296 shares; 2026Q2: 31,787 shares 31,787 $2.43M 0.21% -48,509 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: 6,943 shares; 2024Q4: 6,997 shares; 2025Q1: 7,083 shares; 2025Q2: 7,125 shares; 2025Q3: 7,594 shares; 2025Q4: 7,595 shares; 2026Q1: 11,922 shares; 2026Q2: 15,052 shares 15,052 $2.38M 0.21% +3,130 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,095 shares; 2024Q4: 7,823 shares; 2025Q1: 7,816 shares; 2025Q2: 7,755 shares; 2025Q3: 8,506 shares; 2025Q4: 8,432 shares; 2026Q1: 7,931 shares; 2026Q2: 5,413 shares 5,413 $2.34M 0.2% -2,518 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,709 shares; 2024Q4: 17,431 shares; 2025Q1: 15,161 shares; 2025Q2: 14,849 shares; 2025Q3: 14,855 shares; 2025Q4: 14,857 shares; 2026Q1: 14,778 shares; 2026Q2: 13,967 shares 13,967 $2.29M 0.2% -811 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: 15,310 shares; 2024Q4: 15,361 shares; 2025Q1: 15,247 shares; 2025Q2: 14,947 shares; 2025Q3: 12,484 shares; 2025Q4: 12,690 shares; 2026Q1: 12,851 shares; 2026Q2: 11,948 shares 11,948 $2.27M 0.2% -903 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,491 shares; 2024Q4: 3,537 shares; 2025Q1: 3,619 shares; 2025Q2: 3,618 shares; 2025Q3: 3,753 shares; 2025Q4: 3,870 shares; 2026Q1: 4,283 shares; 2026Q2: 19,340 shares 19,340 $2.14M 0.18% +15,057 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,609 shares; 2024Q4: 14,373 shares; 2025Q1: 15,054 shares; 2025Q2: 15,051 shares; 2025Q3: 14,423 shares; 2025Q4: 14,432 shares; 2026Q1: 14,439 shares; 2026Q2: 13,686 shares 13,686 $2.14M 0.18% -753 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,312 shares; 2024Q4: 41,455 shares; 2025Q1: 44,852 shares; 2025Q2: 43,159 shares; 2025Q3: 43,982 shares; 2025Q4: 42,886 shares; 2026Q1: 47,114 shares; 2026Q2: 47,159 shares 47,159 $2.1M 0.18% +45 Timeline FLOT 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: 40,442 shares 40,442 $2.06M 0.18% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,389 shares; 2024Q4: 17,886 shares; 2025Q1: 20,498 shares; 2025Q2: 20,095 shares; 2025Q3: 22,357 shares; 2025Q4: 23,099 shares; 2026Q1: 20,397 shares; 2026Q2: 26,416 shares 26,416 $1.99M 0.17% +6,019 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,524 shares; 2025Q1: 36,187 shares; 2025Q2: 29,732 shares; 2025Q3: 45,518 shares; 2025Q4: 44,418 shares; 2026Q1: 22,845 shares; 2026Q2: 24,653 shares 24,653 $1.96M 0.17% +1,808 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,559 shares; 2024Q4: 22,217 shares; 2025Q1: 22,644 shares; 2025Q2: 22,416 shares; 2025Q3: 22,730 shares; 2025Q4: 22,407 shares; 2026Q1: 22,423 shares; 2026Q2: 23,431 shares 23,431 $1.94M 0.17% +1,008 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,726 shares; 2024Q4: 23,237 shares; 2025Q1: 23,135 shares; 2025Q2: 23,686 shares; 2025Q3: 24,504 shares; 2025Q4: 24,547 shares; 2026Q1: 24,568 shares; 2026Q2: 24,285 shares 24,285 $1.92M 0.17% -283 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: 22,750 shares; 2024Q4: 23,794 shares; 2025Q1: 23,777 shares; 2025Q2: 18,563 shares; 2025Q3: 18,563 shares; 2025Q4: 19,362 shares; 2026Q1: 18,565 shares; 2026Q2: 18,470 shares 18,470 $1.92M 0.17% -95 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: 4,272 shares; 2024Q4: 4,433 shares; 2025Q1: 4,075 shares; 2025Q2: 5,259 shares; 2025Q3: 5,235 shares; 2025Q4: 4,776 shares; 2026Q1: 4,402 shares; 2026Q2: 4,587 shares 4,587 $1.91M 0.16% +185 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: 1,914 shares; 2024Q4: 1,917 shares; 2025Q1: 1,910 shares; 2025Q2: 1,930 shares; 2025Q3: 1,933 shares; 2025Q4: 1,964 shares; 2026Q1: 2,010 shares; 2026Q2: 2,008 shares 2,008 $1.88M 0.16% -2 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,869 shares; 2024Q4: 16,869 shares; 2025Q1: 16,598 shares; 2025Q2: 16,956 shares; 2025Q3: 15,676 shares; 2025Q4: 11,067 shares; 2026Q1: 10,929 shares; 2026Q2: 10,465 shares 10,465 $1.82M 0.16% -464 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,674 shares; 2024Q4: 26,484 shares; 2025Q1: 26,842 shares; 2025Q2: 25,493 shares; 2025Q3: 24,779 shares; 2025Q4: 24,274 shares; 2026Q1: 24,274 shares; 2026Q2: 24,014 shares 24,014 $1.81M 0.16% -260 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: 13,723 shares; 2024Q4: 15,723 shares; 2025Q1: 14,389 shares; 2025Q2: 14,177 shares; 2025Q3: 17,896 shares; 2025Q4: 19,766 shares; 2026Q1: 19,853 shares; 2026Q2: 17,772 shares 17,772 $1.79M 0.15% -2,081 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,864 shares; 2024Q4: 7,864 shares; 2025Q1: 7,856 shares; 2025Q2: 7,880 shares; 2025Q3: 7,895 shares; 2025Q4: 7,899 shares; 2026Q1: 7,920 shares; 2026Q2: 7,987 shares 7,987 $1.76M 0.15% +67 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: 2,029 shares; 2024Q4: 2,031 shares; 2025Q1: 1,864 shares; 2025Q2: 1,849 shares; 2025Q3: 1,848 shares; 2025Q4: 1,728 shares; 2026Q1: 1,698 shares; 2026Q2: 1,735 shares 1,735 $1.75M 0.15% +37 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,936 shares; 2024Q4: 74,970 shares; 2025Q1: 46,742 shares; 2025Q2: 62,342 shares; 2025Q3: 56,447 shares; 2025Q4: 54,053 shares; 2026Q1: 52,425 shares; 2026Q2: 41,890 shares 41,890 $1.75M 0.15% -10,535 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,118 shares; 2024Q4: 3,167 shares; 2025Q1: 3,252 shares; 2025Q2: 3,604 shares; 2025Q3: 3,828 shares; 2025Q4: 3,731 shares; 2026Q1: 4,024 shares; 2026Q2: 4,053 shares 4,053 $1.73M 0.15% +29 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: 45,655 shares; 2024Q4: 51,016 shares; 2025Q1: 62,489 shares; 2025Q2: 71,936 shares; 2025Q3: 77,576 shares; 2025Q4: 91,087 shares; 2026Q1: 76,655 shares; 2026Q2: 32,861 shares 32,861 $1.72M 0.15% -43,794 Timeline CIBR 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: 14,121 shares; 2024Q4: 16,705 shares; 2025Q1: 21,537 shares; 2025Q2: 22,900 shares; 2025Q3: 20,263 shares; 2025Q4: 20,017 shares; 2026Q1: 19,882 shares; 2026Q2: 18,456 shares 18,456 $1.66M 0.14% -1,426 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 469 shares; 2024Q4: 470 shares; 2025Q1: 471 shares; 2025Q2: 472 shares; 2025Q3: 476 shares; 2025Q4: 492 shares; 2026Q1: 379 shares; 2026Q2: 9,294 shares 9,294 $1.66M 0.14% +8,915 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: 30,139 shares; 2024Q4: 31,475 shares; 2025Q1: 32,670 shares; 2025Q2: 31,834 shares; 2025Q3: 31,371 shares; 2025Q4: 30,355 shares; 2026Q1: 30,564 shares; 2026Q2: 29,190 shares 29,190 $1.65M 0.14% -1,374 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,644 shares; 2024Q4: 38,731 shares; 2025Q1: 37,166 shares; 2025Q2: 38,792 shares; 2025Q3: 40,896 shares; 2025Q4: 40,876 shares; 2026Q1: 43,498 shares; 2026Q2: 79,282 shares 79,282 $1.64M 0.14% +35,784 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,444 shares; 2024Q4: 22,822 shares; 2025Q1: 23,427 shares; 2025Q2: 23,326 shares; 2025Q3: 22,232 shares; 2025Q4: 21,874 shares; 2026Q1: 21,782 shares; 2026Q2: 21,610 shares 21,610 $1.64M 0.14% -172 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: 2,115 shares; 2024Q4: 2,132 shares; 2025Q1: 1,991 shares; 2025Q2: 2,019 shares; 2025Q3: 2,086 shares; 2025Q4: 2,111 shares; 2026Q1: 2,258 shares; 2026Q2: 4,347 shares 4,347 $1.62M 0.14% +2,089 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,499 shares; 2024Q4: 162,461 shares; 2025Q1: 162,498 shares; 2025Q2: 162,497 shares; 2025Q3: 162,526 shares; 2025Q4: 162,669 shares; 2026Q1: 17,378 shares; 2026Q2: 17,499 shares 17,499 $1.62M 0.14% +121 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,855 shares; 2026Q2: 33,470 shares 33,470 $1.6M 0.14% -385 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,637 shares; 2025Q1: 1,644 shares; 2025Q2: 1,629 shares; 2025Q3: 1,587 shares; 2025Q4: 1,589 shares; 2026Q1: 1,601 shares; 2026Q2: 1,643 shares 1,643 $1.58M 0.14% +42 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,628 shares; 2024Q4: 3,375 shares; 2025Q1: 3,545 shares; 2025Q2: 3,551 shares; 2025Q3: 3,568 shares; 2025Q4: 3,350 shares; 2026Q1: 3,351 shares; 2026Q2: 5,110 shares 5,110 $1.55M 0.13% +1,759 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: 22,766 shares; 2024Q4: 23,991 shares; 2025Q1: 23,492 shares; 2025Q2: 25,145 shares; 2025Q3: 25,483 shares; 2025Q4: 22,392 shares; 2026Q1: 17,694 shares; 2026Q2: 18,992 shares 18,992 $1.54M 0.13% +1,298 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,540 shares; 2024Q4: 14,516 shares; 2025Q1: 14,539 shares; 2025Q2: 14,925 shares; 2025Q3: 11,649 shares; 2025Q4: 9,874 shares; 2026Q1: 9,754 shares; 2026Q2: 10,161 shares 10,161 $1.54M 0.13% +407 Timeline SGOV 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: 10,000 shares; 2026Q1: 10,245 shares; 2026Q2: 15,165 shares 15,165 $1.53M 0.13% +4,920 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,959 shares; 2024Q4: 1,944 shares; 2025Q1: 1,636 shares; 2025Q2: 1,624 shares; 2025Q3: 1,601 shares; 2025Q4: 1,593 shares; 2026Q1: 1,756 shares; 2026Q2: 1,911 shares 1,911 $1.46M 0.13% +155 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 28,604 shares 28,604 $1.45M 0.13% new 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: 25,185 shares; 2024Q4: 24,505 shares; 2025Q1: 23,696 shares; 2025Q2: 23,119 shares; 2025Q3: 20,114 shares; 2025Q4: 24,323 shares; 2026Q1: 26,589 shares; 2026Q2: 24,269 shares 24,269 $1.45M 0.13% -2,320 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: not reported; 2024Q4: not reported; 2025Q1: 4,047 shares; 2025Q2: not reported; 2025Q3: 4,025 shares; 2025Q4: 4,038 shares; 2026Q1: 23,635 shares; 2026Q2: 23,470 shares 23,470 $1.42M 0.12% -165 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL 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: 76,250 shares 76,250 $1.41M 0.12% new Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,183 shares; 2026Q2: 17,548 shares 17,548 $1.41M 0.12% -635 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,288 shares; 2024Q4: 45,698 shares; 2025Q1: 48,661 shares; 2025Q2: 51,072 shares; 2025Q3: 50,575 shares; 2025Q4: 58,820 shares; 2026Q1: 56,399 shares; 2026Q2: 58,088 shares 58,088 $1.4M 0.12% +1,689 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,595 shares; 2024Q4: 33,555 shares; 2025Q1: 33,890 shares; 2025Q2: 37,090 shares; 2025Q3: 37,425 shares; 2025Q4: 38,105 shares; 2026Q1: 38,725 shares; 2026Q2: 35,845 shares 35,845 $1.38M 0.12% -2,880 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,479 shares; 2024Q4: 5,344 shares; 2025Q1: 5,404 shares; 2025Q2: 5,351 shares; 2025Q3: 5,227 shares; 2025Q4: 5,276 shares; 2026Q1: 8,086 shares; 2026Q2: 8,096 shares 8,096 $1.37M 0.12% +10 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: 17,253 shares; 2024Q4: 17,249 shares; 2025Q1: 17,327 shares; 2025Q2: 17,132 shares; 2025Q3: 19,526 shares; 2025Q4: 19,695 shares; 2026Q1: 16,755 shares; 2026Q2: 15,058 shares 15,058 $1.37M 0.12% -1,697 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,982 shares; 2024Q4: 35,847 shares; 2025Q1: 37,804 shares; 2025Q2: 37,804 shares; 2025Q3: 35,619 shares; 2025Q4: 33,119 shares; 2026Q1: 33,119 shares; 2026Q2: 33,119 shares 33,119 $1.36M 0.12% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,826 shares; 2024Q4: 3,813 shares; 2025Q1: 3,827 shares; 2025Q2: 3,879 shares; 2025Q3: 3,879 shares; 2025Q4: 2,968 shares; 2026Q1: 2,838 shares; 2026Q2: 2,788 shares 2,788 $1.35M 0.12% -50 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,261 shares; 2024Q4: 9,981 shares; 2025Q1: 10,121 shares; 2025Q2: 10,143 shares; 2025Q3: 10,252 shares; 2025Q4: 10,370 shares; 2026Q1: 8,726 shares; 2026Q2: 8,591 shares 8,591 $1.35M 0.12% -135 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,125 shares; 2024Q4: 3,843 shares; 2025Q1: 3,836 shares; 2025Q2: 3,508 shares; 2025Q3: 3,545 shares; 2025Q4: 3,408 shares; 2026Q1: 3,372 shares; 2026Q2: 3,665 shares 3,665 $1.33M 0.11% +293 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,384 shares; 2024Q4: 14,384 shares; 2025Q1: 18,466 shares; 2025Q2: 26,028 shares; 2025Q3: 21,433 shares; 2025Q4: 21,895 shares; 2026Q1: 27,597 shares; 2026Q2: 26,924 shares 26,924 $1.33M 0.11% -673 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,994 shares; 2024Q4: 3,011 shares; 2025Q1: 2,904 shares; 2025Q2: 2,813 shares; 2025Q3: 2,838 shares; 2025Q4: 2,823 shares; 2026Q1: 2,738 shares; 2026Q2: 2,638 shares 2,638 $1.32M 0.11% -100 Timeline LMUB 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: 21,828 shares; 2026Q2: 25,623 shares 25,623 $1.31M 0.11% +3,795 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: 10,018 shares; 2024Q4: 10,224 shares; 2025Q1: 9,912 shares; 2025Q2: 10,170 shares; 2025Q3: 9,320 shares; 2025Q4: 9,695 shares; 2026Q1: 9,707 shares; 2026Q2: 9,225 shares 9,225 $1.29M 0.11% -482 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,929 shares; 2024Q4: 18,929 shares; 2025Q1: 23,129 shares; 2025Q2: 34,707 shares; 2025Q3: 36,992 shares; 2025Q4: 53,106 shares; 2026Q1: 53,162 shares; 2026Q2: 53,245 shares 53,245 $1.29M 0.11% +83 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: 6,987 shares; 2024Q4: 7,491 shares; 2025Q1: 7,902 shares; 2025Q2: 7,680 shares; 2025Q3: 8,329 shares; 2025Q4: 8,611 shares; 2026Q1: 9,095 shares; 2026Q2: 11,366 shares 11,366 $1.29M 0.11% +2,271 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,255 shares; 2026Q2: 23,183 shares 23,183 $1.28M 0.11% +928 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,858 shares; 2024Q4: 30,275 shares; 2025Q1: 30,887 shares; 2025Q2: 33,212 shares; 2025Q3: 36,963 shares; 2025Q4: 34,590 shares; 2026Q1: 35,120 shares; 2026Q2: 34,638 shares 34,638 $1.27M 0.11% -482 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: 19,264 shares; 2024Q4: 38,528 shares; 2025Q1: 38,528 shares; 2025Q2: 38,528 shares; 2025Q3: 38,528 shares; 2025Q4: 38,528 shares; 2026Q1: 49,460 shares; 2026Q2: 45,812 shares 45,812 $1.27M 0.11% -3,648 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,385 shares; 2024Q4: 69,386 shares; 2025Q1: 43,979 shares; 2025Q2: 41,826 shares; 2025Q3: 12,690 shares; 2025Q4: 10,729 shares; 2026Q1: 10,777 shares; 2026Q2: 10,185 shares 10,185 $1.27M 0.11% -592 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: 1,511 shares; 2024Q4: 3,039 shares; 2025Q1: 3,040 shares; 2025Q2: 2,958 shares; 2025Q3: 3,567 shares; 2025Q4: 3,495 shares; 2026Q1: 3,841 shares; 2026Q2: 3,691 shares 3,691 $1.26M 0.11% -150 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,962 shares; 2024Q4: 4,962 shares; 2025Q1: 4,939 shares; 2025Q2: 4,938 shares; 2025Q3: 4,938 shares; 2025Q4: 4,939 shares; 2026Q1: 6,703 shares; 2026Q2: 8,559 shares 8,559 $1.24M 0.11% +1,856 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 16,213 shares; 2026Q2: 15,862 shares 15,862 $1.23M 0.11% -351 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,502 shares; 2024Q4: 4,524 shares; 2025Q1: 4,428 shares; 2025Q2: 4,579 shares; 2025Q3: 4,120 shares; 2025Q4: 4,041 shares; 2026Q1: 4,109 shares; 2026Q2: 4,128 shares 4,128 $1.23M 0.11% +19 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,247 shares; 2024Q4: 2,299 shares; 2025Q1: 2,345 shares; 2025Q2: 2,476 shares; 2025Q3: 2,578 shares; 2025Q4: 2,328 shares; 2026Q1: 2,386 shares; 2026Q2: 2,369 shares 2,369 $1.23M 0.11% -17 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,469 shares; 2024Q4: 5,429 shares; 2025Q1: 5,688 shares; 2025Q2: 5,466 shares; 2025Q3: 5,584 shares; 2025Q4: 4,663 shares; 2026Q1: 4,223 shares; 2026Q2: 4,108 shares 4,108 $1.22M 0.11% -115 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,201 shares; 2026Q2: 15,785 shares 15,785 $1.22M 0.11% +584 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,444 shares; 2025Q1: 5,025 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,762 shares 12,762 $1.21M 0.1% new 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: 7,547 shares; 2024Q4: 7,510 shares; 2025Q1: 7,468 shares; 2025Q2: 7,173 shares; 2025Q3: 7,200 shares; 2025Q4: 7,135 shares; 2026Q1: 7,188 shares; 2026Q2: 8,146 shares 8,146 $1.19M 0.1% +958 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,932 shares; 2025Q2: 5,944 shares; 2025Q3: 7,453 shares; 2025Q4: 10,619 shares; 2026Q1: 12,226 shares; 2026Q2: 35,711 shares 35,711 $1.19M 0.1% +23,485 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,886 shares; 2024Q4: 6,530 shares; 2025Q1: 6,291 shares; 2025Q2: 6,165 shares; 2025Q3: 6,013 shares; 2025Q4: 6,014 shares; 2026Q1: 5,898 shares; 2026Q2: 5,695 shares 5,695 $1.19M 0.1% -203 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,121,832 shares; 2025Q4: 1,122,132 shares; 2026Q1: 1,122,126 shares; 2026Q2: 1,122,126 shares 1,122,126 $1.19M 0.1% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,365 shares; 2024Q4: 3,670 shares; 2025Q1: 2,707 shares; 2025Q2: 2,397 shares; 2025Q3: 2,320 shares; 2025Q4: 2,307 shares; 2026Q1: 2,298 shares; 2026Q2: 2,254 shares 2,254 $1.15M 0.1% -44 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,192 shares; 2024Q4: 3,466 shares; 2025Q1: 3,733 shares; 2025Q2: 3,882 shares; 2025Q3: 3,755 shares; 2025Q4: 3,769 shares; 2026Q1: 3,697 shares; 2026Q2: 4,320 shares 4,320 $1.1M 0.09% +623 Timeline TFI 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: 101,898 shares; 2024Q4: 85,649 shares; 2025Q1: 85,316 shares; 2025Q2: 43,329 shares; 2025Q3: 20,588 shares; 2025Q4: 20,588 shares; 2026Q1: 20,623 shares; 2026Q2: 23,935 shares 23,935 $1.1M 0.09% +3,312 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,989 shares; 2024Q4: 5,115 shares; 2025Q1: 5,106 shares; 2025Q2: 5,032 shares; 2025Q3: 5,099 shares; 2025Q4: 5,082 shares; 2026Q1: 4,938 shares; 2026Q2: 4,911 shares 4,911 $1.09M 0.09% -27 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: 2,946 shares; 2024Q4: 3,020 shares; 2025Q1: 2,913 shares; 2025Q2: 2,852 shares; 2025Q3: 2,982 shares; 2025Q4: 3,498 shares; 2026Q1: 3,962 shares; 2026Q2: 3,957 shares 3,957 $1.08M 0.09% -5 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,835 shares; 2024Q4: 2,844 shares; 2025Q1: 3,132 shares; 2025Q2: 2,978 shares; 2025Q3: 2,964 shares; 2025Q4: 3,145 shares; 2026Q1: 3,125 shares; 2026Q2: 3,125 shares 3,125 $1.07M 0.09% 0 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,730 shares; 2026Q2: 21,056 shares 21,056 $1.07M 0.09% +3,326 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,847 shares; 2024Q4: 13,421 shares; 2025Q1: 13,140 shares; 2025Q2: 13,125 shares; 2025Q3: 13,063 shares; 2025Q4: 12,989 shares; 2026Q1: 12,305 shares; 2026Q2: 12,360 shares 12,360 $1.07M 0.09% +55 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,686 shares; 2024Q4: 31,738 shares; 2025Q1: 34,067 shares; 2025Q2: 35,791 shares; 2025Q3: 34,917 shares; 2025Q4: 35,410 shares; 2026Q1: 36,425 shares; 2026Q2: 19,407 shares 19,407 $1.07M 0.09% -17,018 Timeline XLG 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: 35,087 shares; 2025Q2: 67,088 shares; 2025Q3: 151,235 shares; 2025Q4: 157,993 shares; 2026Q1: 19,225 shares; 2026Q2: 17,466 shares 17,466 $1.07M 0.09% -1,759 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: 9,357 shares; 2024Q4: 9,344 shares; 2025Q1: 9,209 shares; 2025Q2: 8,126 shares; 2025Q3: 8,008 shares; 2025Q4: 8,069 shares; 2026Q1: 8,985 shares; 2026Q2: 9,050 shares 9,050 $1.06M 0.09% +65 Timeline HACK 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: 6,619 shares; 2024Q4: 7,320 shares; 2025Q1: 8,266 shares; 2025Q2: 10,788 shares; 2025Q3: 10,413 shares; 2025Q4: 10,313 shares; 2026Q1: 10,148 shares; 2026Q2: 10,148 shares 10,148 $1.06M 0.09% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,031 shares; 2024Q4: 3,055 shares; 2025Q1: 4,414 shares; 2025Q2: 4,304 shares; 2025Q3: 4,422 shares; 2025Q4: 3,325 shares; 2026Q1: 3,758 shares; 2026Q2: 3,367 shares 3,367 $1.06M 0.09% -391 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,796 shares; 2024Q4: 26,428 shares; 2025Q1: 22,086 shares; 2025Q2: 22,100 shares; 2025Q3: 15,892 shares; 2025Q4: 15,388 shares; 2026Q1: 15,227 shares; 2026Q2: 14,541 shares 14,541 $1.06M 0.09% -686 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: 9,082 shares; 2024Q4: 9,082 shares; 2025Q1: 9,196 shares; 2025Q2: 9,236 shares; 2025Q3: 9,443 shares; 2025Q4: 19,478 shares; 2026Q1: 19,356 shares; 2026Q2: 19,939 shares 19,939 $1.06M 0.09% +583 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A 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: 2,320 shares; 2026Q1: 2,335 shares; 2026Q2: 2,294 shares 2,294 $1.05M 0.09% -41 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: 4,808 shares; 2024Q4: 5,008 shares; 2025Q1: 8,922 shares; 2025Q2: 11,023 shares; 2025Q3: 11,037 shares; 2025Q4: 10,301 shares; 2026Q1: 10,375 shares; 2026Q2: 17,032 shares 17,032 $1.05M 0.09% +6,657 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: 5,050 shares; 2024Q4: 5,076 shares; 2025Q1: 5,019 shares; 2025Q2: 5,009 shares; 2025Q3: 4,858 shares; 2025Q4: 4,917 shares; 2026Q1: 4,831 shares; 2026Q2: 4,725 shares 4,725 $1.04M 0.09% -106 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,447 shares; 2024Q4: 8,447 shares; 2025Q1: 14,947 shares; 2025Q2: 15,947 shares; 2025Q3: 15,947 shares; 2025Q4: 42,347 shares; 2026Q1: 42,347 shares; 2026Q2: 42,347 shares 42,347 $1.03M 0.09% 0 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: 11,944 shares; 2024Q4: 13,928 shares; 2025Q1: 13,423 shares; 2025Q2: 15,024 shares; 2025Q3: 13,941 shares; 2025Q4: 12,889 shares; 2026Q1: 12,614 shares; 2026Q2: 13,270 shares 13,270 $1.02M 0.09% +656 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: 11,263 shares; 2024Q4: 9,482 shares; 2025Q1: 8,507 shares; 2025Q2: 8,530 shares; 2025Q3: 9,331 shares; 2025Q4: 9,263 shares; 2026Q1: 9,428 shares; 2026Q2: 9,789 shares 9,789 $1.01M 0.09% +361 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,124 shares; 2024Q4: 3,261 shares; 2025Q1: 3,455 shares; 2025Q2: 4,506 shares; 2025Q3: 4,656 shares; 2025Q4: 4,619 shares; 2026Q1: 4,674 shares; 2026Q2: 4,675 shares 4,675 $1.01M 0.09% +1 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248 shares; 2024Q4: 382 shares; 2025Q1: 411 shares; 2025Q2: 418 shares; 2025Q3: 422 shares; 2025Q4: 454 shares; 2026Q1: 479 shares; 2026Q2: 504 shares 504 $1M 0.09% +25 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,372 shares; 2024Q4: 1,382 shares; 2025Q1: 1,372 shares; 2025Q2: 1,390 shares; 2025Q3: 1,376 shares; 2025Q4: 1,378 shares; 2026Q1: 1,388 shares; 2026Q2: 1,388 shares 1,388 $999K 0.09% 0 Timeline QYLD 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,665 shares; 2025Q4: 68,365 shares; 2026Q1: 57,509 shares; 2026Q2: 54,081 shares 54,081 $997K 0.09% -3,428 Timeline TFLO 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: 19,586 shares 19,586 $992K 0.09% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,730 shares; 2024Q4: 3,397 shares; 2025Q1: 3,273 shares; 2025Q2: 3,468 shares; 2025Q3: 3,660 shares; 2025Q4: 3,126 shares; 2026Q1: 3,083 shares; 2026Q2: 2,907 shares 2,907 $983K 0.08% -176 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,295 shares; 2025Q3: 1,267 shares; 2025Q4: 1,279 shares; 2026Q1: 1,327 shares; 2026Q2: 1,346 shares 1,346 $973K 0.08% +19 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,305 shares; 2024Q4: 35,305 shares; 2025Q1: 35,805 shares; 2025Q2: 33,266 shares; 2025Q3: 33,272 shares; 2025Q4: 33,047 shares; 2026Q1: 33,051 shares; 2026Q2: 32,152 shares 32,152 $965K 0.08% -899 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: 12,440 shares; 2024Q4: 15,510 shares; 2025Q1: 24,489 shares; 2025Q2: 15,275 shares; 2025Q3: 14,199 shares; 2025Q4: 14,199 shares; 2026Q1: 14,163 shares; 2026Q2: 14,077 shares 14,077 $963K 0.08% -86 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,570 shares; 2024Q4: 8,549 shares; 2025Q1: 8,235 shares; 2025Q2: 8,183 shares; 2025Q3: 7,973 shares; 2025Q4: 7,723 shares; 2026Q1: 9,508 shares; 2026Q2: 9,666 shares 9,666 $932K 0.08% +158 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,450 shares; 2024Q4: 4,462 shares; 2025Q1: 4,462 shares; 2025Q2: 4,313 shares; 2025Q3: 4,124 shares; 2025Q4: 3,904 shares; 2026Q1: 4,001 shares; 2026Q2: 4,131 shares 4,131 $925K 0.08% +130 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,051 shares; 2025Q3: 3,990 shares; 2025Q4: 4,975 shares; 2026Q1: 4,975 shares; 2026Q2: 4,573 shares 4,573 $901K 0.08% -402 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,473 shares; 2024Q4: 7,916 shares; 2025Q1: 6,851 shares; 2025Q2: 6,761 shares; 2025Q3: 6,588 shares; 2025Q4: 6,432 shares; 2026Q1: 5,680 shares; 2026Q2: 5,446 shares 5,446 $891K 0.08% -234 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: 2,723 shares; 2024Q4: 2,722 shares; 2025Q1: 2,722 shares; 2025Q2: 2,722 shares; 2025Q3: 2,616 shares; 2025Q4: 1,763 shares; 2026Q1: 1,763 shares; 2026Q2: 1,694 shares 1,694 $885K 0.08% -69 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,237 shares; 2025Q1: 1,274 shares; 2025Q2: 1,522 shares; 2025Q3: 1,301 shares; 2025Q4: 4,974 shares; 2026Q1: 5,108 shares; 2026Q2: 4,800 shares 4,800 $876K 0.08% -308 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,722 shares; 2024Q4: 8,351 shares; 2025Q1: 7,781 shares; 2025Q2: 8,075 shares; 2025Q3: 7,813 shares; 2025Q4: 7,823 shares; 2026Q1: 8,043 shares; 2026Q2: 7,575 shares 7,575 $865K 0.07% -468 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,969 shares; 2025Q3: 17,102 shares; 2025Q4: 17,703 shares; 2026Q1: 18,285 shares; 2026Q2: 20,983 shares 20,983 $840K 0.07% +2,698 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,482 shares; 2024Q4: 1,481 shares; 2025Q1: 1,491 shares; 2025Q2: 1,413 shares; 2025Q3: 1,253 shares; 2025Q4: 1,408 shares; 2026Q1: 1,751 shares; 2026Q2: 1,681 shares 1,681 $835K 0.07% -70 Timeline FIG FIGMA INC More: the full row for FIGMA 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: 46,149 shares 46,149 $835K 0.07% new 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: not reported; 2024Q4: 4,272 shares; 2025Q1: 4,747 shares; 2025Q2: 6,266 shares; 2025Q3: 10,637 shares; 2025Q4: 10,424 shares; 2026Q1: 11,293 shares; 2026Q2: 11,107 shares 11,107 $826K 0.07% -186 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: 3,958 shares; 2024Q4: 3,837 shares; 2025Q1: 3,876 shares; 2025Q2: 3,761 shares; 2025Q3: 3,783 shares; 2025Q4: 3,760 shares; 2026Q1: 3,760 shares; 2026Q2: 3,399 shares 3,399 $824K 0.07% -361 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,498 shares 4,498 $815K 0.07% new 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: 3,453 shares; 2024Q4: 4,585 shares; 2025Q1: 4,549 shares; 2025Q2: 2,472 shares; 2025Q3: 2,444 shares; 2025Q4: 4,888 shares; 2026Q1: 4,810 shares; 2026Q2: 4,259 shares 4,259 $811K 0.07% -551 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,600 shares; 2024Q4: 2,617 shares; 2025Q1: 2,627 shares; 2025Q2: 2,645 shares; 2025Q3: 2,615 shares; 2025Q4: 2,591 shares; 2026Q1: 2,829 shares; 2026Q2: 2,797 shares 2,797 $791K 0.07% -32 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,427 shares; 2025Q1: 3,676 shares; 2025Q2: 3,613 shares; 2025Q3: 3,914 shares; 2025Q4: 4,322 shares; 2026Q1: 6,132 shares; 2026Q2: 6,254 shares 6,254 $790K 0.07% +122 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,335 shares; 2024Q4: 9,206 shares; 2025Q1: 9,061 shares; 2025Q2: 8,677 shares; 2025Q3: 8,176 shares; 2025Q4: 8,096 shares; 2026Q1: 6,451 shares; 2026Q2: 6,609 shares 6,609 $788K 0.07% +158 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,409 shares; 2024Q4: 4,335 shares; 2025Q1: 4,507 shares; 2025Q2: 4,874 shares; 2025Q3: 4,902 shares; 2025Q4: 4,507 shares; 2026Q1: 4,458 shares; 2026Q2: 4,808 shares 4,808 $778K 0.07% +350 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 728 shares; 2024Q4: 814 shares; 2025Q1: 802 shares; 2025Q2: 787 shares; 2025Q3: 800 shares; 2025Q4: 802 shares; 2026Q1: 807 shares; 2026Q2: 795 shares 795 $778K 0.07% -12 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,794 shares; 2024Q4: 68,427 shares; 2025Q1: 49,830 shares; 2025Q2: 9,997 shares; 2025Q3: 6,914 shares; 2025Q4: 7,603 shares; 2026Q1: 7,888 shares; 2026Q2: 7,537 shares 7,537 $771K 0.07% -351 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,962 shares; 2026Q1: 12,730 shares; 2026Q2: 12,778 shares 12,778 $743K 0.06% +48 Timeline IAGG 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: 53,727 shares; 2025Q3: 59,376 shares; 2025Q4: 59,227 shares; 2026Q1: 68,409 shares; 2026Q2: 14,603 shares 14,603 $739K 0.06% -53,806 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,404 shares; 2024Q4: 2,412 shares; 2025Q1: 2,521 shares; 2025Q2: 2,498 shares; 2025Q3: 2,472 shares; 2025Q4: 2,568 shares; 2026Q1: 2,650 shares; 2026Q2: 2,613 shares 2,613 $728K 0.06% -37 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,719 shares; 2024Q4: 1,666 shares; 2025Q1: 1,587 shares; 2025Q2: 1,621 shares; 2025Q3: 1,641 shares; 2025Q4: 1,561 shares; 2026Q1: 2,322 shares; 2026Q2: 2,293 shares 2,293 $718K 0.06% -29 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,966 shares; 2024Q4: 5,776 shares; 2025Q1: 7,076 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,741 shares; 2026Q1: 18,601 shares; 2026Q2: 14,761 shares 14,761 $715K 0.06% -3,840 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,316 shares; 2024Q4: 5,486 shares; 2025Q1: 4,973 shares; 2025Q2: 5,450 shares; 2025Q3: 8,652 shares; 2025Q4: 8,711 shares; 2026Q1: 9,387 shares; 2026Q2: 8,602 shares 8,602 $711K 0.06% -785 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: 617 shares; 2024Q4: 988 shares; 2025Q1: 963 shares; 2025Q2: 951 shares; 2025Q3: 982 shares; 2025Q4: 9,589 shares; 2026Q1: 10,158 shares; 2026Q2: 9,952 shares 9,952 $711K 0.06% -206 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: 10,339 shares; 2024Q4: 8,899 shares; 2025Q1: 7,423 shares; 2025Q2: 6,977 shares; 2025Q3: 7,004 shares; 2025Q4: 7,389 shares; 2026Q1: 7,105 shares; 2026Q2: 7,160 shares 7,160 $709K 0.06% +55 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,670 shares; 2024Q4: 6,672 shares; 2025Q1: 6,934 shares; 2025Q2: 6,927 shares; 2025Q3: 6,914 shares; 2025Q4: 6,920 shares; 2026Q1: 7,073 shares; 2026Q2: 7,288 shares 7,288 $696K 0.06% +215 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,511 shares; 2024Q4: 6,613 shares; 2025Q1: 6,839 shares; 2025Q2: 6,997 shares; 2025Q3: 7,062 shares; 2025Q4: 6,730 shares; 2026Q1: 7,048 shares; 2026Q2: 8,310 shares 8,310 $695K 0.06% +1,262 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,049 shares; 2024Q4: 6,964 shares; 2025Q1: 6,938 shares; 2025Q2: 6,870 shares; 2025Q3: 6,941 shares; 2025Q4: 7,236 shares; 2026Q1: 7,218 shares; 2026Q2: 7,567 shares 7,567 $694K 0.06% +349 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,484 shares; 2024Q4: 16,527 shares; 2025Q1: 17,599 shares; 2025Q2: 17,649 shares; 2025Q3: 18,412 shares; 2025Q4: 18,613 shares; 2026Q1: 18,788 shares; 2026Q2: 18,223 shares 18,223 $691K 0.06% -565 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,899 shares; 2026Q2: 6,899 shares 6,899 $680K 0.06% 0 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,900 shares; 2024Q4: 9,412 shares; 2025Q1: 9,395 shares; 2025Q2: 10,937 shares; 2025Q3: 11,041 shares; 2025Q4: 11,332 shares; 2026Q1: 12,167 shares; 2026Q2: 16,689 shares 16,689 $668K 0.06% +4,522 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,050 shares; 2024Q4: 6,026 shares; 2025Q1: 5,741 shares; 2025Q2: 5,781 shares; 2025Q3: 5,781 shares; 2025Q4: 5,781 shares; 2026Q1: 5,896 shares; 2026Q2: 6,050 shares 6,050 $668K 0.06% +154 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: 1,324 shares; 2024Q4: 1,326 shares; 2025Q1: 1,335 shares; 2025Q2: 1,328 shares; 2025Q3: 1,334 shares; 2025Q4: 1,333 shares; 2026Q1: 1,352 shares; 2026Q2: 1,359 shares 1,359 $667K 0.06% +7 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,854 shares; 2024Q4: 6,000 shares; 2025Q1: 8,138 shares; 2025Q2: 8,609 shares; 2025Q3: 8,602 shares; 2025Q4: 9,391 shares; 2026Q1: 9,167 shares; 2026Q2: 9,166 shares 9,166 $661K 0.06% -1 Timeline EGHT 8X8 INC NEW More: the full row for 8X8 INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 382,721 shares; 2024Q4: 382,721 shares; 2025Q1: 382,721 shares; 2025Q2: 381,464 shares; 2025Q3: 381,464 shares; 2025Q4: 389,123 shares; 2026Q1: 389,659 shares; 2026Q2: 384,630 shares 384,630 $658K 0.06% -5,029 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,599 shares; 2024Q4: 1,631 shares; 2025Q1: 1,462 shares; 2025Q2: 1,464 shares; 2025Q3: 1,485 shares; 2025Q4: 1,399 shares; 2026Q1: 738 shares; 2026Q2: 921 shares 921 $657K 0.06% +183 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,979 shares; 2024Q4: not reported; 2025Q1: 4,685 shares; 2025Q2: 4,685 shares; 2025Q3: 4,155 shares; 2025Q4: 9,390 shares; 2026Q1: 7,235 shares; 2026Q2: 7,289 shares 7,289 $649K 0.06% +54 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,535 shares; 2024Q4: 1,535 shares; 2025Q1: 1,521 shares; 2025Q2: 1,521 shares; 2025Q3: 1,521 shares; 2025Q4: 1,521 shares; 2026Q1: 1,521 shares; 2026Q2: 1,521 shares 1,521 $649K 0.06% 0 Timeline MYCF SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,823 shares; 2025Q1: 27,823 shares; 2025Q2: 27,823 shares; 2025Q3: 25,823 shares; 2025Q4: 25,823 shares; 2026Q1: 25,823 shares; 2026Q2: 25,823 shares 25,823 $647K 0.06% 0 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: 1,229 shares; 2024Q4: 2,019 shares; 2025Q1: 2,032 shares; 2025Q2: 1,296 shares; 2025Q3: 1,307 shares; 2025Q4: 1,307 shares; 2026Q1: 1,307 shares; 2026Q2: 5,204 shares 5,204 $646K 0.06% +3,897 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,116 shares; 2024Q4: 24,880 shares; 2025Q1: 20,865 shares; 2025Q2: 18,497 shares; 2025Q3: 15,516 shares; 2025Q4: 14,918 shares; 2026Q1: 13,850 shares; 2026Q2: 13,130 shares 13,130 $646K 0.06% -720 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,033 shares; 2024Q4: 3,944 shares; 2025Q1: 3,914 shares; 2025Q2: 3,766 shares; 2025Q3: 3,804 shares; 2025Q4: 3,820 shares; 2026Q1: 3,771 shares; 2026Q2: 4,206 shares 4,206 $640K 0.06% +435 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: 7,768 shares; 2024Q4: 23,304 shares; 2025Q1: 23,304 shares; 2025Q2: 23,304 shares; 2025Q3: 23,304 shares; 2025Q4: 21,807 shares; 2026Q1: 21,807 shares; 2026Q2: 21,939 shares 21,939 $635K 0.05% +132 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,224 shares; 2024Q4: 14,244 shares; 2025Q1: 14,095 shares; 2025Q2: 14,619 shares; 2025Q3: 13,713 shares; 2025Q4: 13,581 shares; 2026Q1: 13,640 shares; 2026Q2: 14,364 shares 14,364 $635K 0.05% +724 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: 17,558 shares; 2024Q4: 17,558 shares; 2025Q1: 17,558 shares; 2025Q2: 16,638 shares; 2025Q3: 16,638 shares; 2025Q4: 16,638 shares; 2026Q1: 16,638 shares; 2026Q2: 13,614 shares 13,614 $622K 0.05% -3,024 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,363 shares; 2024Q4: 14,584 shares; 2025Q1: 14,550 shares; 2025Q2: 14,007 shares; 2025Q3: 14,212 shares; 2025Q4: 10,619 shares; 2026Q1: 10,214 shares; 2026Q2: 10,694 shares 10,694 $619K 0.05% +480 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,026 shares; 2024Q4: 5,033 shares; 2025Q1: 5,005 shares; 2025Q2: 4,985 shares; 2025Q3: 6,077 shares; 2025Q4: 5,313 shares; 2026Q1: 5,505 shares; 2026Q2: 3,636 shares 3,636 $617K 0.05% -1,869 Timeline CWK CUSHMAN AND WAKEFIELD LTD More: the full row for CUSHMAN AND WAKEFIELD LTD 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: 45,755 shares; 2026Q1: 45,619 shares; 2026Q2: 45,619 shares 45,619 $611K 0.05% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,313 shares; 2024Q4: 8,338 shares; 2025Q1: 8,342 shares; 2025Q2: 8,297 shares; 2025Q3: 6,928 shares; 2025Q4: 6,226 shares; 2026Q1: 6,532 shares; 2026Q2: 6,966 shares 6,966 $606K 0.05% +434 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: 2,114 shares; 2024Q4: 2,051 shares; 2025Q1: 2,143 shares; 2025Q2: 2,246 shares; 2025Q3: 2,428 shares; 2025Q4: 1,866 shares; 2026Q1: 1,795 shares; 2026Q2: 1,776 shares 1,776 $605K 0.05% -19 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,112 shares; 2024Q4: 6,870 shares; 2025Q1: 6,535 shares; 2025Q2: 6,215 shares; 2025Q3: 6,053 shares; 2025Q4: 5,825 shares; 2026Q1: 5,939 shares; 2026Q2: 6,243 shares 6,243 $601K 0.05% +304 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,631 shares; 2024Q4: 1,646 shares; 2025Q1: 1,692 shares; 2025Q2: 1,639 shares; 2025Q3: 1,496 shares; 2025Q4: 1,578 shares; 2026Q1: 1,325 shares; 2026Q2: 1,509 shares 1,509 $600K 0.05% +184 Timeline SHM 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: 14,036 shares; 2024Q4: 13,345 shares; 2025Q1: 13,225 shares; 2025Q2: 12,528 shares; 2025Q3: 12,525 shares; 2025Q4: 12,503 shares; 2026Q1: 12,407 shares; 2026Q2: 12,486 shares 12,486 $599K 0.05% +79 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,899 shares; 2025Q4: 1,934 shares; 2026Q1: 2,183 shares; 2026Q2: 4,373 shares 4,373 $598K 0.05% +2,190 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,145 shares; 2025Q1: 3,515 shares; 2025Q2: 4,270 shares; 2025Q3: 4,165 shares; 2025Q4: 7,982 shares; 2026Q1: 9,190 shares; 2026Q2: 7,343 shares 7,343 $595K 0.05% -1,847 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,960 shares; 2025Q3: 8,960 shares; 2025Q4: 8,960 shares; 2026Q1: 12,533 shares; 2026Q2: 12,533 shares 12,533 $592K 0.05% 0 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,711 shares; 2024Q4: 8,711 shares; 2025Q1: 9,715 shares; 2025Q2: 9,715 shares; 2025Q3: 9,715 shares; 2025Q4: 9,744 shares; 2026Q1: 15,453 shares; 2026Q2: 13,910 shares 13,910 $589K 0.05% -1,543 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,363 shares; 2025Q2: 8,500 shares; 2025Q3: 8,439 shares; 2025Q4: 8,668 shares; 2026Q1: 8,665 shares; 2026Q2: 6,722 shares 6,722 $574K 0.05% -1,943 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,238 shares; 2024Q4: 4,238 shares; 2025Q1: 4,238 shares; 2025Q2: 4,238 shares; 2025Q3: 4,113 shares; 2025Q4: 4,113 shares; 2026Q1: 3,888 shares; 2026Q2: 3,955 shares 3,955 $563K 0.05% +67 Timeline VONE 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: 1,657 shares; 2026Q2: 1,657 shares 1,657 $561K 0.05% 0 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: 1,222 shares; 2026Q1: 1,287 shares; 2026Q2: 1,295 shares 1,295 $561K 0.05% +8 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,393 shares; 2024Q4: 4,884 shares; 2025Q1: 4,884 shares; 2025Q2: 3,669 shares; 2025Q3: 3,308 shares; 2025Q4: 3,308 shares; 2026Q1: 3,290 shares; 2026Q2: 2,777 shares 2,777 $555K 0.05% -513 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: 11,817 shares; 2024Q4: 11,828 shares; 2025Q1: 11,238 shares; 2025Q2: 11,499 shares; 2025Q3: 11,529 shares; 2025Q4: 11,514 shares; 2026Q1: 11,552 shares; 2026Q2: 11,625 shares 11,625 $553K 0.05% +73 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED 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: 13,344 shares; 2025Q4: 13,344 shares; 2026Q1: 13,344 shares; 2026Q2: 14,540 shares 14,540 $552K 0.05% +1,196 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,105 shares; 2025Q1: 2,105 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,934 shares 1,934 $549K 0.05% new Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 2,124 shares; 2026Q2: 2,097 shares 2,097 $546K 0.05% -27 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: 7,226 shares; 2024Q4: 7,210 shares; 2025Q1: 6,691 shares; 2025Q2: 6,727 shares; 2025Q3: 6,763 shares; 2025Q4: 5,723 shares; 2026Q1: 5,872 shares; 2026Q2: 5,870 shares 5,870 $542K 0.05% -2 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: 4,848 shares; 2025Q1: 4,612 shares; 2025Q2: 4,886 shares; 2025Q3: 2,989 shares; 2025Q4: 2,990 shares; 2026Q1: 3,043 shares; 2026Q2: 3,089 shares 3,089 $525K 0.05% +46 Timeline SPTS 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: 18,049 shares; 2024Q4: 18,049 shares; 2025Q1: 18,049 shares; 2025Q2: 18,049 shares; 2025Q3: 18,049 shares; 2025Q4: 18,049 shares; 2026Q1: 18,049 shares; 2026Q2: 18,049 shares 18,049 $524K 0.05% 0 Timeline TAXM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 9,955 shares 9,955 $503K 0.04% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,808 shares; 2024Q4: 6,675 shares; 2025Q1: 6,644 shares; 2025Q2: 6,003 shares; 2025Q3: 6,178 shares; 2025Q4: 6,209 shares; 2026Q1: 5,779 shares; 2026Q2: 6,406 shares 6,406 $501K 0.04% +627 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,838 shares; 2026Q1: 8,434 shares; 2026Q2: 7,985 shares 7,985 $501K 0.04% -449 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,796 shares; 2024Q4: 1,806 shares; 2025Q1: 1,876 shares; 2025Q2: 1,911 shares; 2025Q3: 1,921 shares; 2025Q4: 1,931 shares; 2026Q1: 2,060 shares; 2026Q2: 2,057 shares 2,057 $490K 0.04% -3 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 507 shares 507 $489K 0.04% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,106 shares; 2026Q1: 9,095 shares; 2026Q2: 9,075 shares 9,075 $487K 0.04% -20 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,952 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,060 shares; 2025Q3: 1,319 shares; 2025Q4: 1,414 shares; 2026Q1: 2,269 shares; 2026Q2: 2,052 shares 2,052 $487K 0.04% -217 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,922 shares; 2024Q4: 2,922 shares; 2025Q1: 2,922 shares; 2025Q2: 2,922 shares; 2025Q3: 2,922 shares; 2025Q4: 2,866 shares; 2026Q1: 2,866 shares; 2026Q2: 3,294 shares 3,294 $487K 0.04% +428 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,381 shares; 2024Q4: 5,381 shares; 2025Q1: 5,364 shares; 2025Q2: 5,400 shares; 2025Q3: 5,497 shares; 2025Q4: 4,959 shares; 2026Q1: 5,475 shares; 2026Q2: 6,055 shares 6,055 $484K 0.04% +580 Timeline PTLC 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: 9,451 shares; 2024Q4: 9,451 shares; 2025Q1: 9,278 shares; 2025Q2: 8,308 shares; 2025Q3: 8,308 shares; 2025Q4: 8,308 shares; 2026Q1: 8,310 shares; 2026Q2: 8,310 shares 8,310 $484K 0.04% 0 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: 868 shares; 2024Q4: 819 shares; 2025Q1: 739 shares; 2025Q2: 739 shares; 2025Q3: 727 shares; 2025Q4: 736 shares; 2026Q1: 750 shares; 2026Q2: 762 shares 762 $483K 0.04% +12 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,891 shares; 2026Q2: 5,891 shares 5,891 $483K 0.04% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,650 shares; 2024Q4: 60,733 shares; 2025Q1: 42,645 shares; 2025Q2: 42,280 shares; 2025Q3: 33,586 shares; 2025Q4: 33,727 shares; 2026Q1: 34,022 shares; 2026Q2: 34,442 shares 34,442 $479K 0.04% +420 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,402 shares; 2024Q4: 3,432 shares; 2025Q1: 3,400 shares; 2025Q2: 3,159 shares; 2025Q3: 3,085 shares; 2025Q4: 3,058 shares; 2026Q1: 2,840 shares; 2026Q2: 2,803 shares 2,803 $474K 0.04% -37 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 585 shares; 2025Q1: not reported; 2025Q2: 531 shares; 2025Q3: 594 shares; 2025Q4: 611 shares; 2026Q1: 620 shares; 2026Q2: 625 shares 625 $474K 0.04% +5 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,646 shares 4,646 $472K 0.04% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,048 shares; 2024Q4: 2,955 shares; 2025Q1: 3,974 shares; 2025Q2: 5,794 shares; 2025Q3: 6,241 shares; 2025Q4: 4,540 shares; 2026Q1: 4,594 shares; 2026Q2: 4,597 shares 4,597 $470K 0.04% +3 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,447 shares; 2024Q4: 1,472 shares; 2025Q1: 1,478 shares; 2025Q2: 1,471 shares; 2025Q3: 1,511 shares; 2025Q4: 7,434 shares; 2026Q1: 5,097 shares; 2026Q2: 4,695 shares 4,695 $466K 0.04% -402 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,581 shares; 2024Q4: 6,583 shares; 2025Q1: 6,528 shares; 2025Q2: 6,682 shares; 2025Q3: 6,950 shares; 2025Q4: 7,092 shares; 2026Q1: 7,386 shares; 2026Q2: 7,528 shares 7,528 $465K 0.04% +142 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,436 shares; 2024Q4: 16,436 shares; 2025Q1: 16,236 shares; 2025Q2: 17,135 shares; 2025Q3: 17,135 shares; 2025Q4: 17,135 shares; 2026Q1: 17,135 shares; 2026Q2: 24,135 shares 24,135 $461K 0.04% +7,000 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,521 shares 1,521 $459K 0.04% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,507 shares; 2024Q4: 5,575 shares; 2025Q1: 5,541 shares; 2025Q2: 5,542 shares; 2025Q3: 5,562 shares; 2025Q4: 5,267 shares; 2026Q1: 5,469 shares; 2026Q2: 5,029 shares 5,029 $455K 0.04% -440 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,768 shares; 2024Q4: 8,071 shares; 2025Q1: 8,176 shares; 2025Q2: 8,128 shares; 2025Q3: 7,900 shares; 2025Q4: 8,028 shares; 2026Q1: 7,393 shares; 2026Q2: 6,603 shares 6,603 $453K 0.04% -790 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: 5,744 shares; 2024Q4: 5,003 shares; 2025Q1: 4,995 shares; 2025Q2: 5,020 shares; 2025Q3: 4,833 shares; 2025Q4: 4,834 shares; 2026Q1: 4,846 shares; 2026Q2: 4,897 shares 4,897 $449K 0.04% +51 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE 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: 1,957 shares; 2025Q3: 1,991 shares; 2025Q4: 1,997 shares; 2026Q1: 2,266 shares; 2026Q2: 2,230 shares 2,230 $447K 0.04% -36 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: not reported; 2024Q4: 13,565 shares; 2025Q1: 27,315 shares; 2025Q2: 30,415 shares; 2025Q3: 28,288 shares; 2025Q4: 28,549 shares; 2026Q1: 29,202 shares; 2026Q2: 24,790 shares 24,790 $444K 0.04% -4,412 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,465 shares; 2024Q4: 9,083 shares; 2025Q1: 9,023 shares; 2025Q2: 8,993 shares; 2025Q3: 8,593 shares; 2025Q4: 8,583 shares; 2026Q1: 8,583 shares; 2026Q2: 8,463 shares 8,463 $444K 0.04% -120 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 975 shares; 2024Q4: 1,304 shares; 2025Q1: 1,339 shares; 2025Q2: 1,411 shares; 2025Q3: 1,392 shares; 2025Q4: 1,178 shares; 2026Q1: 1,254 shares; 2026Q2: 1,070 shares 1,070 $436K 0.04% -184 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: 8,373 shares; 2024Q4: 9,424 shares; 2025Q1: 9,286 shares; 2025Q2: 9,286 shares; 2025Q3: 9,286 shares; 2025Q4: 9,233 shares; 2026Q1: 6,089 shares; 2026Q2: 8,113 shares 8,113 $434K 0.04% +2,024 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: 5,604 shares; 2024Q4: 5,232 shares; 2025Q1: 5,291 shares; 2025Q2: 4,790 shares; 2025Q3: 5,133 shares; 2025Q4: 6,212 shares; 2026Q1: 6,214 shares; 2026Q2: 8,088 shares 8,088 $434K 0.04% +1,874 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,823 shares; 2024Q4: 3,813 shares; 2025Q1: 3,222 shares; 2025Q2: 3,222 shares; 2025Q3: 3,222 shares; 2025Q4: 3,222 shares; 2026Q1: 3,222 shares; 2026Q2: 3,222 shares 3,222 $428K 0.04% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,302 shares; 2024Q4: 1,304 shares; 2025Q1: 1,299 shares; 2025Q2: 1,296 shares; 2025Q3: 1,447 shares; 2025Q4: 1,435 shares; 2026Q1: 1,261 shares; 2026Q2: 1,286 shares 1,286 $427K 0.04% +25 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,212 shares; 2026Q2: 1,637 shares 1,637 $426K 0.04% +425 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,047 shares; 2024Q4: 12,727 shares; 2025Q1: 12,727 shares; 2025Q2: 12,727 shares; 2025Q3: 12,727 shares; 2025Q4: 12,727 shares; 2026Q1: 12,727 shares; 2026Q2: 12,727 shares 12,727 $426K 0.04% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,692 shares; 2024Q4: 3,541 shares; 2025Q1: 3,533 shares; 2025Q2: 3,385 shares; 2025Q3: 2,632 shares; 2025Q4: 2,609 shares; 2026Q1: 2,950 shares; 2026Q2: 2,695 shares 2,695 $422K 0.04% -255 Timeline FNGU BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,162 shares; 2025Q3: 16,712 shares; 2025Q4: 14,792 shares; 2026Q1: 17,595 shares; 2026Q2: 16,385 shares 16,385 $421K 0.04% -1,210 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,461 shares; 2024Q4: 15,761 shares; 2025Q1: 15,405 shares; 2025Q2: 15,387 shares; 2025Q3: 14,635 shares; 2025Q4: 17,881 shares; 2026Q1: 17,989 shares; 2026Q2: 18,151 shares 18,151 $418K 0.04% +162 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,409 shares; 2026Q2: 9,409 shares 9,409 $417K 0.04% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,732 shares; 2024Q4: 1,732 shares; 2025Q1: 1,732 shares; 2025Q2: 1,713 shares; 2025Q3: 1,713 shares; 2025Q4: 1,743 shares; 2026Q1: 1,467 shares; 2026Q2: 1,687 shares 1,687 $415K 0.04% +220 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,621 shares; 2024Q4: 7,941 shares; 2025Q1: 7,144 shares; 2025Q2: 6,494 shares; 2025Q3: 7,260 shares; 2025Q4: 7,256 shares; 2026Q1: 7,229 shares; 2026Q2: 7,229 shares 7,229 $409K 0.04% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,802 shares; 2024Q4: 9,715 shares; 2025Q1: 8,808 shares; 2025Q2: 12,249 shares; 2025Q3: 14,452 shares; 2025Q4: 13,761 shares; 2026Q1: 8,692 shares; 2026Q2: 3,982 shares 3,982 $400K 0.03% -4,710 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,858 shares; 2024Q4: 1,898 shares; 2025Q1: 1,901 shares; 2025Q2: 1,894 shares; 2025Q3: 1,899 shares; 2025Q4: 1,881 shares; 2026Q1: 1,876 shares; 2026Q2: 1,863 shares 1,863 $397K 0.03% -13 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,522 shares; 2024Q4: 3,509 shares; 2025Q1: 3,649 shares; 2025Q2: 3,810 shares; 2025Q3: 3,876 shares; 2025Q4: 4,059 shares; 2026Q1: 4,007 shares; 2026Q2: 4,779 shares 4,779 $396K 0.03% +772 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 745 shares; 2024Q4: 752 shares; 2025Q1: 739 shares; 2025Q2: 742 shares; 2025Q3: 742 shares; 2025Q4: 738 shares; 2026Q1: 748 shares; 2026Q2: 750 shares 750 $392K 0.03% +2 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,497 shares; 2024Q4: 4,914 shares; 2025Q1: 4,825 shares; 2025Q2: 4,787 shares; 2025Q3: 4,858 shares; 2025Q4: 5,029 shares; 2026Q1: 3,723 shares; 2026Q2: 3,771 shares 3,771 $392K 0.03% +48 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: 2,509 shares; 2024Q4: 2,509 shares; 2025Q1: 2,483 shares; 2025Q2: 2,483 shares; 2025Q3: 2,483 shares; 2025Q4: 2,347 shares; 2026Q1: 2,347 shares; 2026Q2: 1,742 shares 1,742 $385K 0.03% -605 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,026 shares; 2024Q4: 5,022 shares; 2025Q1: 5,016 shares; 2025Q2: 5,027 shares; 2025Q3: 4,869 shares; 2025Q4: 4,883 shares; 2026Q1: 4,880 shares; 2026Q2: 4,878 shares 4,878 $384K 0.03% -2 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: 2,074 shares; 2024Q4: 2,060 shares; 2025Q1: 2,036 shares; 2025Q2: 1,948 shares; 2025Q3: 2,031 shares; 2025Q4: 2,046 shares; 2026Q1: 2,231 shares; 2026Q2: 2,685 shares 2,685 $384K 0.03% +454 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,300 shares; 2026Q1: not reported; 2026Q2: 5,075 shares 5,075 $384K 0.03% new Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,689 shares; 2024Q4: 32,689 shares; 2025Q1: 32,689 shares; 2025Q2: 32,689 shares; 2025Q3: 32,689 shares; 2025Q4: 32,689 shares; 2026Q1: 32,689 shares; 2026Q2: 32,689 shares 32,689 $384K 0.03% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,256 shares; 2024Q4: 2,306 shares; 2025Q1: not reported; 2025Q2: 2,290 shares; 2025Q3: 2,287 shares; 2025Q4: not reported; 2026Q1: 2,315 shares; 2026Q2: 3,037 shares 3,037 $384K 0.03% +722 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,105 shares; 2024Q4: 4,105 shares; 2025Q1: 4,105 shares; 2025Q2: 4,105 shares; 2025Q3: 4,105 shares; 2025Q4: 4,105 shares; 2026Q1: 4,105 shares; 2026Q2: 4,105 shares 4,105 $383K 0.03% 0 Timeline SPDW 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: 5,487 shares; 2024Q4: not reported; 2025Q1: 5,546 shares; 2025Q2: 5,624 shares; 2025Q3: 5,624 shares; 2025Q4: 6,099 shares; 2026Q1: 7,313 shares; 2026Q2: 7,588 shares 7,588 $382K 0.03% +275 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,992 shares; 2024Q4: 3,922 shares; 2025Q1: 3,780 shares; 2025Q2: 3,715 shares; 2025Q3: 3,691 shares; 2025Q4: 3,397 shares; 2026Q1: 3,397 shares; 2026Q2: 3,494 shares 3,494 $382K 0.03% +97 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 597 shares 597 $381K 0.03% new 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: 1,255 shares; 2024Q4: 1,286 shares; 2025Q1: 1,278 shares; 2025Q2: 1,311 shares; 2025Q3: 1,303 shares; 2025Q4: 1,360 shares; 2026Q1: 1,325 shares; 2026Q2: 1,309 shares 1,309 $380K 0.03% -16 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,808 shares; 2026Q2: 2,156 shares 2,156 $380K 0.03% +348 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 525 shares; 2024Q4: 819 shares; 2025Q1: 1,015 shares; 2025Q2: 994 shares; 2025Q3: 1,047 shares; 2025Q4: 887 shares; 2026Q1: 630 shares; 2026Q2: 739 shares 739 $377K 0.03% +109 Timeline GDX 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: 4,701 shares; 2025Q2: 4,701 shares; 2025Q3: 4,701 shares; 2025Q4: 4,696 shares; 2026Q1: 4,941 shares; 2026Q2: 4,941 shares 4,941 $373K 0.03% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,677 shares; 2024Q4: 2,677 shares; 2025Q1: 2,701 shares; 2025Q2: 2,701 shares; 2025Q3: 2,701 shares; 2025Q4: 2,564 shares; 2026Q1: 2,564 shares; 2026Q2: 2,540 shares 2,540 $372K 0.03% -24 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,024 shares; 2024Q4: 2,739 shares; 2025Q1: not reported; 2025Q2: 2,428 shares; 2025Q3: 2,293 shares; 2025Q4: 2,602 shares; 2026Q1: 2,706 shares; 2026Q2: 2,532 shares 2,532 $370K 0.03% -174 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,924 shares; 2024Q4: 4,792 shares; 2025Q1: 4,958 shares; 2025Q2: 5,163 shares; 2025Q3: 5,112 shares; 2025Q4: 4,570 shares; 2026Q1: 4,644 shares; 2026Q2: 4,767 shares 4,767 $367K 0.03% +123 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,907 shares; 2024Q4: 1,908 shares; 2025Q1: 1,911 shares; 2025Q2: 1,897 shares; 2025Q3: 1,908 shares; 2025Q4: 1,922 shares; 2026Q1: 2,064 shares; 2026Q2: 1,983 shares 1,983 $367K 0.03% -81 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,914 shares; 2024Q4: 1,708 shares; 2025Q1: 1,717 shares; 2025Q2: 1,745 shares; 2025Q3: 1,588 shares; 2025Q4: 2,065 shares; 2026Q1: 2,164 shares; 2026Q2: 1,960 shares 1,960 $362K 0.03% -204 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,182 shares; 2025Q1: 3,537 shares; 2025Q2: 1,289 shares; 2025Q3: 1,307 shares; 2025Q4: 1,409 shares; 2026Q1: 1,396 shares; 2026Q2: 1,467 shares 1,467 $360K 0.03% +71 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,547 shares; 2024Q4: 1,550 shares; 2025Q1: 1,929 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,049 shares; 2026Q2: 2,734 shares 2,734 $357K 0.03% +685 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,340 shares; 2026Q2: 4,931 shares 4,931 $356K 0.03% +1,591 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,207 shares; 2025Q2: 7,094 shares; 2025Q3: 7,197 shares; 2025Q4: 7,350 shares; 2026Q1: 7,492 shares; 2026Q2: 7,612 shares 7,612 $352K 0.03% +120 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,286 shares; 2024Q4: 3,931 shares; 2025Q1: 3,903 shares; 2025Q2: 3,901 shares; 2025Q3: 3,788 shares; 2025Q4: 3,752 shares; 2026Q1: 3,131 shares; 2026Q2: 3,126 shares 3,126 $352K 0.03% -5 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,100 shares; 2026Q2: 10,610 shares 10,610 $352K 0.03% -490 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,736 shares; 2025Q4: 4,777 shares; 2026Q1: 6,485 shares; 2026Q2: 5,775 shares 5,775 $351K 0.03% -710 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,208 shares; 2026Q1: 6,876 shares; 2026Q2: 6,876 shares 6,876 $348K 0.03% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,484 shares; 2024Q4: 3,441 shares; 2025Q1: 3,450 shares; 2025Q2: 3,410 shares; 2025Q3: 2,325 shares; 2025Q4: not reported; 2026Q1: 3,522 shares; 2026Q2: 3,579 shares 3,579 $347K 0.03% +57 Timeline IBHG 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: 15,662 shares; 2026Q1: 15,662 shares; 2026Q2: 15,662 shares 15,662 $346K 0.03% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,238 shares; 2024Q4: 2,828 shares; 2025Q1: 3,224 shares; 2025Q2: 3,166 shares; 2025Q3: 3,098 shares; 2025Q4: not reported; 2026Q1: 2,922 shares; 2026Q2: 3,376 shares 3,376 $345K 0.03% +454 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,457 shares; 2024Q4: 2,534 shares; 2025Q1: 2,846 shares; 2025Q2: 2,912 shares; 2025Q3: 2,817 shares; 2025Q4: 1,917 shares; 2026Q1: 1,740 shares; 2026Q2: 1,781 shares 1,781 $339K 0.03% +41 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,085 shares; 2026Q2: 7,085 shares 7,085 $333K 0.03% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 339 shares; 2024Q4: 364 shares; 2025Q1: 325 shares; 2025Q2: 310 shares; 2025Q3: 313 shares; 2025Q4: 353 shares; 2026Q1: 303 shares; 2026Q2: 292 shares 292 $331K 0.03% -11 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,121 shares; 2024Q4: 1,117 shares; 2025Q1: 1,074 shares; 2025Q2: 1,035 shares; 2025Q3: 1,026 shares; 2025Q4: 1,065 shares; 2026Q1: 1,087 shares; 2026Q2: 1,216 shares 1,216 $329K 0.03% +129 Timeline VSLU 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: not reported; 2026Q1: not reported; 2026Q2: 7,093 shares 7,093 $328K 0.03% new Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,064 shares; 2025Q4: 6,101 shares; 2026Q1: 6,198 shares; 2026Q2: 6,095 shares 6,095 $325K 0.03% -103 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES 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: 11,433 shares; 2025Q4: 14,498 shares; 2026Q1: 14,508 shares; 2026Q2: 14,510 shares 14,510 $323K 0.03% +2 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,176 shares; 2025Q1: 1,208 shares; 2025Q2: 1,228 shares; 2025Q3: 1,241 shares; 2025Q4: 1,316 shares; 2026Q1: 1,364 shares; 2026Q2: 1,284 shares 1,284 $321K 0.03% -80 Timeline ILCV 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: 9,331 shares; 2025Q2: 3,212 shares; 2025Q3: 3,212 shares; 2025Q4: 3,174 shares; 2026Q1: 3,076 shares; 2026Q2: 3,159 shares 3,159 $320K 0.03% +83 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: 1,664 shares; 2024Q4: 1,664 shares; 2025Q1: 1,664 shares; 2025Q2: 1,664 shares; 2025Q3: 1,698 shares; 2025Q4: 1,703 shares; 2026Q1: 1,698 shares; 2026Q2: 1,724 shares 1,724 $319K 0.03% +26 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,751 shares; 2024Q4: 2,855 shares; 2025Q1: 2,878 shares; 2025Q2: 3,146 shares; 2025Q3: 3,251 shares; 2025Q4: 2,651 shares; 2026Q1: 2,800 shares; 2026Q2: 2,560 shares 2,560 $319K 0.03% -240 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,123 shares; 2024Q4: 1,136 shares; 2025Q1: 1,076 shares; 2025Q2: 1,074 shares; 2025Q3: 1,085 shares; 2025Q4: 1,095 shares; 2026Q1: 1,116 shares; 2026Q2: 1,218 shares 1,218 $318K 0.03% +102 Timeline IBHF 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: 13,993 shares; 2026Q1: 13,993 shares; 2026Q2: 13,993 shares 13,993 $317K 0.03% 0 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: 4,227 shares; 2024Q4: 8,454 shares; 2025Q1: 9,338 shares; 2025Q2: not reported; 2025Q3: 7,268 shares; 2025Q4: not reported; 2026Q1: 8,712 shares; 2026Q2: 8,712 shares 8,712 $315K 0.03% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,506 shares; 2024Q4: 12,626 shares; 2025Q1: 11,688 shares; 2025Q2: 11,762 shares; 2025Q3: 11,111 shares; 2025Q4: 8,935 shares; 2026Q1: 9,450 shares; 2026Q2: 9,829 shares 9,829 $314K 0.03% +379 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,131 shares 9,131 $312K 0.03% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,053 shares; 2026Q2: 5,843 shares 5,843 $308K 0.03% +790 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,102 shares; 2026Q2: 920 shares 920 $308K 0.03% -182 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,323 shares; 2025Q4: 1,349 shares; 2026Q1: 1,470 shares; 2026Q2: 1,444 shares 1,444 $307K 0.03% -26 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,289 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,284 shares; 2026Q1: 3,480 shares; 2026Q2: 3,237 shares 3,237 $307K 0.03% -243 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,393 shares; 2026Q2: 3,467 shares 3,467 $307K 0.03% +74 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,676 shares; 2026Q2: 6,748 shares 6,748 $307K 0.03% +72 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,853 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,867 shares; 2026Q1: 3,011 shares; 2026Q2: 3,904 shares 3,904 $303K 0.03% +893 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,162 shares; 2024Q4: 5,496 shares; 2025Q1: 5,241 shares; 2025Q2: 4,917 shares; 2025Q3: 4,728 shares; 2025Q4: 4,723 shares; 2026Q1: 4,869 shares; 2026Q2: 4,856 shares 4,856 $301K 0.03% -13 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS 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: 2,777 shares; 2026Q2: 3,141 shares 3,141 $299K 0.03% +364 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 497 shares; 2024Q4: 514 shares; 2025Q1: 533 shares; 2025Q2: 529 shares; 2025Q3: 531 shares; 2025Q4: 535 shares; 2026Q1: 570 shares; 2026Q2: 565 shares 565 $297K 0.03% -5 Timeline SCHJ 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: 4,689 shares; 2024Q4: 10,212 shares; 2025Q1: 10,212 shares; 2025Q2: 10,256 shares; 2025Q3: 10,274 shares; 2025Q4: 10,907 shares; 2026Q1: 11,963 shares; 2026Q2: 11,981 shares 11,981 $295K 0.03% +18 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,320 shares; 2024Q4: 1,349 shares; 2025Q1: 1,354 shares; 2025Q2: 1,340 shares; 2025Q3: 1,337 shares; 2025Q4: 1,313 shares; 2026Q1: 1,317 shares; 2026Q2: 1,312 shares 1,312 $294K 0.03% -5 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,706 shares; 2024Q4: 3,591 shares; 2025Q1: 3,591 shares; 2025Q2: 3,591 shares; 2025Q3: 3,591 shares; 2025Q4: 3,405 shares; 2026Q1: 3,405 shares; 2026Q2: 2,469 shares 2,469 $290K 0.03% -936 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,946 shares 2,946 $289K 0.02% new Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,320 shares; 2024Q4: 6,762 shares; 2025Q1: 8,993 shares; 2025Q2: 9,877 shares; 2025Q3: 9,179 shares; 2025Q4: 8,906 shares; 2026Q1: 3,941 shares; 2026Q2: 3,941 shares 3,941 $289K 0.02% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 431 shares; 2025Q1: 423 shares; 2025Q2: 421 shares; 2025Q3: 422 shares; 2025Q4: 536 shares; 2026Q1: 603 shares; 2026Q2: 512 shares 512 $287K 0.02% -91 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III 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: 16,048 shares 16,048 $287K 0.02% new Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,599 shares; 2025Q1: not reported; 2025Q2: 2,967 shares; 2025Q3: 2,890 shares; 2025Q4: 2,824 shares; 2026Q1: 2,781 shares; 2026Q2: 2,016 shares 2,016 $286K 0.02% -765 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,719 shares; 2024Q4: 7,613 shares; 2025Q1: 5,074 shares; 2025Q2: 7,454 shares; 2025Q3: 6,659 shares; 2025Q4: 5,601 shares; 2026Q1: not reported; 2026Q2: 5,962 shares 5,962 $286K 0.02% new Timeline UCON 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: 13,455 shares; 2025Q1: 13,455 shares; 2025Q2: 8,705 shares; 2025Q3: 8,705 shares; 2025Q4: 8,705 shares; 2026Q1: 8,705 shares; 2026Q2: 11,450 shares 11,450 $285K 0.02% +2,745 Timeline FELG 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: not reported; 2026Q1: 6,499 shares; 2026Q2: 6,499 shares 6,499 $284K 0.02% 0 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,654 shares; 2024Q4: 3,781 shares; 2025Q1: 4,304 shares; 2025Q2: 3,732 shares; 2025Q3: 3,654 shares; 2025Q4: 3,586 shares; 2026Q1: 3,218 shares; 2026Q2: 3,218 shares 3,218 $283K 0.02% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,636 shares; 2024Q4: 11,642 shares; 2025Q1: 11,239 shares; 2025Q2: 12,779 shares; 2025Q3: 8,452 shares; 2025Q4: 4,988 shares; 2026Q1: 5,479 shares; 2026Q2: 6,768 shares 6,768 $278K 0.02% +1,289 Timeline OCTT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,941 shares; 2024Q4: 5,941 shares; 2025Q1: 5,941 shares; 2025Q2: 5,941 shares; 2025Q3: 5,941 shares; 2025Q4: 5,941 shares; 2026Q1: 5,941 shares; 2026Q2: 5,941 shares 5,941 $277K 0.02% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE 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: 2,776 shares; 2025Q4: not reported; 2026Q1: 2,232 shares; 2026Q2: 2,964 shares 2,964 $273K 0.02% +732 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,438 shares; 2024Q4: 3,458 shares; 2025Q1: 3,572 shares; 2025Q2: 3,504 shares; 2025Q3: 3,540 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,668 shares 3,668 $269K 0.02% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,590 shares; 2024Q4: 17,312 shares; 2025Q1: 16,564 shares; 2025Q2: 16,338 shares; 2025Q3: 14,688 shares; 2025Q4: 11,885 shares; 2026Q1: 13,053 shares; 2026Q2: 10,958 shares 10,958 $269K 0.02% -2,095 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,982 shares; 2024Q4: 9,893 shares; 2025Q1: 9,977 shares; 2025Q2: 12,532 shares; 2025Q3: 9,396 shares; 2025Q4: 9,450 shares; 2026Q1: 9,597 shares; 2026Q2: 9,607 shares 9,607 $267K 0.02% +10 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,567 shares; 2025Q3: 7,567 shares; 2025Q4: 7,567 shares; 2026Q1: 7,567 shares; 2026Q2: 7,567 shares 7,567 $267K 0.02% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,372 shares; 2026Q2: 4,744 shares 4,744 $266K 0.02% +2,372 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,720 shares; 2024Q4: 2,622 shares; 2025Q1: 2,769 shares; 2025Q2: 2,762 shares; 2025Q3: 2,797 shares; 2025Q4: 2,794 shares; 2026Q1: 2,907 shares; 2026Q2: 2,895 shares 2,895 $266K 0.02% -12 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,106 shares; 2025Q3: 6,106 shares; 2025Q4: 6,396 shares; 2026Q1: 6,398 shares; 2026Q2: 6,410 shares 6,410 $266K 0.02% +12 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,666 shares; 2024Q4: 2,496 shares; 2025Q1: 2,701 shares; 2025Q2: 2,787 shares; 2025Q3: 1,267 shares; 2025Q4: 1,040 shares; 2026Q1: 1,424 shares; 2026Q2: 1,287 shares 1,287 $264K 0.02% -137 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON 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: 3,158 shares 3,158 $263K 0.02% new Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 16,594 shares; 2026Q1: 16,594 shares; 2026Q2: 16,594 shares 16,594 $262K 0.02% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,626 shares 2,626 $261K 0.02% new Timeline BP BP PLC More: the full row for BP 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: 5,792 shares; 2026Q1: 5,618 shares; 2026Q2: 6,963 shares 6,963 $257K 0.02% +1,345 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,887 shares; 2024Q4: 4,765 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,091 shares; 2026Q1: 4,244 shares; 2026Q2: 4,240 shares 4,240 $256K 0.02% -4 Timeline IONQ IONQ INC More: the full row for IONQ 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: 3,564 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,782 shares 4,782 $255K 0.02% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,319 shares; 2024Q4: 3,209 shares; 2025Q1: 3,771 shares; 2025Q2: 3,090 shares; 2025Q3: 3,090 shares; 2025Q4: 2,553 shares; 2026Q1: 3,258 shares; 2026Q2: 3,268 shares 3,268 $255K 0.02% +10 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,091 shares; 2024Q4: 2,017 shares; 2025Q1: 2,115 shares; 2025Q2: 2,164 shares; 2025Q3: 2,088 shares; 2025Q4: 2,126 shares; 2026Q1: 2,006 shares; 2026Q2: 1,930 shares 1,930 $254K 0.02% -76 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,236 shares; 2026Q2: 6,236 shares 6,236 $253K 0.02% 0 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,370 shares; 2024Q4: 27,370 shares; 2025Q1: 27,370 shares; 2025Q2: 27,370 shares; 2025Q3: 27,370 shares; 2025Q4: 27,370 shares; 2026Q1: 27,370 shares; 2026Q2: 27,370 shares 27,370 $252K 0.02% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 411 shares; 2024Q4: 413 shares; 2025Q1: 415 shares; 2025Q2: 410 shares; 2025Q3: 411 shares; 2025Q4: 409 shares; 2026Q1: 454 shares; 2026Q2: 450 shares 450 $252K 0.02% -4 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,174 shares; 2026Q2: 5,174 shares 5,174 $252K 0.02% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,423 shares 2,423 $250K 0.02% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,331 shares; 2025Q4: not reported; 2026Q1: 4,799 shares; 2026Q2: 4,782 shares 4,782 $248K 0.02% -17 Timeline WULF TERAWULF INC More: the full row for TERAWULF 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: 10,000 shares 10,000 $247K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: 806 shares; 2025Q2: 776 shares; 2025Q3: 785 shares; 2025Q4: 796 shares; 2026Q1: 805 shares; 2026Q2: 748 shares 748 $247K 0.02% -57 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 847 shares; 2026Q2: 955 shares 955 $244K 0.02% +108 Timeline CRH CRH PLC More: the full row for CRH 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: 2,275 shares 2,275 $243K 0.02% new Timeline GLUE MONTE ROSA THERAPEUTICS INC More: the full row for MONTE ROSA THERAPEUTICS 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: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $242K 0.02% 0 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,180 shares; 2025Q4: 17,402 shares; 2026Q1: 11,376 shares; 2026Q2: 5,402 shares 5,402 $242K 0.02% -5,974 Timeline VFH 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: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,098 shares; 2025Q4: 2,421 shares; 2026Q1: 1,859 shares; 2026Q2: 1,830 shares 1,830 $241K 0.02% -29 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,188 shares 6,188 $240K 0.02% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,222 shares; 2026Q2: 1,282 shares 1,282 $240K 0.02% +60 Timeline FINS ANGEL OAK FINL STRATEGIES IN More: the full row for ANGEL OAK FINL STRATEGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,700 shares; 2026Q2: 18,700 shares 18,700 $239K 0.02% 0 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,660 shares; 2026Q2: 2,660 shares 2,660 $239K 0.02% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,429 shares; 2025Q4: 3,429 shares; 2026Q1: 2,910 shares; 2026Q2: 2,552 shares 2,552 $238K 0.02% -358 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,730 shares; 2025Q3: 5,730 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,730 shares 5,730 $238K 0.02% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 833 shares; 2024Q4: 836 shares; 2025Q1: 730 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 810 shares 810 $237K 0.02% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,011 shares; 2024Q4: 2,093 shares; 2025Q1: 2,129 shares; 2025Q2: 2,510 shares; 2025Q3: 2,628 shares; 2025Q4: 1,896 shares; 2026Q1: 1,681 shares; 2026Q2: 1,424 shares 1,424 $237K 0.02% -257 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD 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: 5,258 shares 5,258 $237K 0.02% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 1,039 shares 1,039 $236K 0.02% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD 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: 971 shares; 2026Q2: 990 shares 990 $235K 0.02% +19 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,239 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,933 shares 1,933 $235K 0.02% new Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,621 shares; 2025Q4: 5,079 shares; 2026Q1: 4,033 shares; 2026Q2: 4,066 shares 4,066 $234K 0.02% +33 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 1,435 shares 1,435 $234K 0.02% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,679 shares; 2025Q2: 1,906 shares; 2025Q3: 1,927 shares; 2025Q4: 2,223 shares; 2026Q1: 2,596 shares; 2026Q2: 1,593 shares 1,593 $233K 0.02% -1,003 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247 shares; 2024Q4: 247 shares; 2025Q1: 246 shares; 2025Q2: 248 shares; 2025Q3: 254 shares; 2025Q4: 257 shares; 2026Q1: 258 shares; 2026Q2: 181 shares 181 $231K 0.02% -77 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,944 shares; 2026Q2: 9,819 shares 9,819 $231K 0.02% -125 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 840 shares; 2025Q4: 840 shares; 2026Q1: not reported; 2026Q2: 840 shares 840 $230K 0.02% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,091 shares; 2026Q1: 4,056 shares; 2026Q2: 3,822 shares 3,822 $230K 0.02% -234 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,010 shares; 2025Q4: 3,184 shares; 2026Q1: not reported; 2026Q2: 2,375 shares 2,375 $228K 0.02% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,760 shares; 2026Q2: 4,342 shares 4,342 $228K 0.02% +582 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO 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: 11,437 shares 11,437 $227K 0.02% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,202 shares; 2024Q4: 1,203 shares; 2025Q1: 1,201 shares; 2025Q2: 1,203 shares; 2025Q3: 1,202 shares; 2025Q4: 1,245 shares; 2026Q1: 1,230 shares; 2026Q2: 986 shares 986 $227K 0.02% -244 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 8,283 shares; 2026Q2: 8,283 shares 8,283 $225K 0.02% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,845 shares; 2025Q3: 2,666 shares; 2025Q4: 2,053 shares; 2026Q1: not reported; 2026Q2: 2,225 shares 2,225 $223K 0.02% new Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS 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: 8,180 shares 8,180 $223K 0.02% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,902 shares; 2024Q4: not reported; 2025Q1: 2,866 shares; 2025Q2: 2,938 shares; 2025Q3: 2,765 shares; 2025Q4: 2,157 shares; 2026Q1: 2,219 shares; 2026Q2: 2,318 shares 2,318 $222K 0.02% +99 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 847 shares; 2024Q4: 1,109 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 616 shares; 2026Q1: 665 shares; 2026Q2: 628 shares 628 $222K 0.02% -37 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,309 shares 2,309 $222K 0.02% new Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,776 shares; 2026Q1: 8,776 shares; 2026Q2: 8,776 shares 8,776 $222K 0.02% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,144 shares; 2024Q4: 7,831 shares; 2025Q1: 7,695 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,857 shares; 2026Q2: 8,357 shares 8,357 $221K 0.02% -500 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS 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: 1,226 shares 1,226 $221K 0.02% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 969 shares; 2026Q1: not reported; 2026Q2: 904 shares 904 $220K 0.02% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 740 shares; 2024Q4: 668 shares; 2025Q1: not reported; 2025Q2: 494 shares; 2025Q3: 562 shares; 2025Q4: 531 shares; 2026Q1: 546 shares; 2026Q2: 487 shares 487 $220K 0.02% -59 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,748 shares; 2025Q1: 3,755 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,890 shares 2,890 $219K 0.02% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA 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: 11,307 shares; 2025Q4: 13,868 shares; 2026Q1: 16,058 shares; 2026Q2: 15,866 shares 15,866 $219K 0.02% -192 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,402 shares; 2024Q4: 5,459 shares; 2025Q1: 7,548 shares; 2025Q2: 9,519 shares; 2025Q3: 10,392 shares; 2025Q4: 11,750 shares; 2026Q1: 2,766 shares; 2026Q2: 2,250 shares 2,250 $217K 0.02% -516 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,350 shares; 2024Q4: 2,350 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,107 shares; 2026Q1: 2,082 shares; 2026Q2: 1,211 shares 1,211 $216K 0.02% -871 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,552 shares; 2024Q4: 1,655 shares; 2025Q1: 3,629 shares; 2025Q2: 3,392 shares; 2025Q3: 3,535 shares; 2025Q4: not reported; 2026Q1: 1,570 shares; 2026Q2: 1,755 shares 1,755 $216K 0.02% +185 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,143 shares 5,143 $216K 0.02% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,794 shares 1,794 $214K 0.02% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,277 shares; 2026Q1: not reported; 2026Q2: 4,292 shares 4,292 $214K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 751 shares; 2026Q1: not reported; 2026Q2: 696 shares 696 $213K 0.02% new Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,324 shares 7,324 $212K 0.02% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS 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: 639 shares 639 $211K 0.02% new Timeline SNA SNAP ON INC More: the full row for SNAP ON 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: 518 shares 518 $209K 0.02% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY 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: 831 shares; 2026Q2: 869 shares 869 $208K 0.02% +38 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,891 shares 1,891 $208K 0.02% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,867 shares; 2024Q4: 6,901 shares; 2025Q1: 6,996 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,397 shares; 2026Q2: 4,461 shares 4,461 $207K 0.02% +64 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,955 shares 2,955 $207K 0.02% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER 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: 152 shares 152 $207K 0.02% new Timeline AROC ARCHROCK INC More: the full row for ARCHROCK 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: 5,052 shares 5,052 $206K 0.02% new Timeline STNC HENNESSY FDS TR More: the full row for HENNESSY FDS 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: 5,335 shares 5,335 $205K 0.02% new Timeline IREN IREN LIMITED More: the full row for IREN 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: 4,485 shares 4,485 $205K 0.02% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 456 shares; 2026Q2: 445 shares 445 $204K 0.02% -11 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,683 shares 2,683 $204K 0.02% new Timeline HIMU 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: 9,326 shares; 2025Q2: 10,164 shares; 2025Q3: 16,580 shares; 2025Q4: 9,353 shares; 2026Q1: not reported; 2026Q2: 4,066 shares 4,066 $202K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: 3,066 shares; 2025Q2: 3,066 shares; 2025Q3: 3,066 shares; 2025Q4: 3,066 shares; 2026Q1: 3,066 shares; 2026Q2: 2,457 shares 2,457 $202K 0.02% -609 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,533 shares; 2025Q1: not reported; 2025Q2: 3,049 shares; 2025Q3: not reported; 2025Q4: 2,602 shares; 2026Q1: not reported; 2026Q2: 2,648 shares 2,648 $201K 0.02% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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: 1,138 shares 1,138 $200K 0.02% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET 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: 744 shares 744 $200K 0.02% new Timeline TE T1 ENERGY INC More: the full row for T1 ENERGY 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: 21,425 shares; 2026Q1: 21,425 shares; 2026Q2: 19,655 shares 19,655 $186K 0.02% -1,770 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP 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: 13,285 shares; 2026Q2: 18,824 shares 18,824 $180K 0.02% +5,539 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO 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: 10,212 shares; 2026Q2: 20,212 shares 20,212 $177K 0.02% +10,000 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS 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: 12,473 shares; 2026Q1: 13,834 shares; 2026Q2: 14,722 shares 14,722 $129K 0.01% +888 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,571 shares 10,571 $89.2K 0.01% new Timeline HELP CYBIN INC More: the full row for CYBIN 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: 10,290 shares; 2025Q4: not reported; 2026Q1: 10,290 shares; 2026Q2: 10,290 shares 10,290 $68K 0.01% 0 Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,657 shares; 2025Q3: 13,153 shares; 2025Q4: 18,188 shares; 2026Q1: 18,188 shares; 2026Q2: 18,188 shares 18,188 $56K <0.01% 0 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,714 shares; 2024Q4: 23,820 shares; 2025Q1: 24,337 shares; 2025Q2: 21,496 shares; 2025Q3: 16,790 shares; 2025Q4: 15,843 shares; 2026Q1: 16,945 shares; 2026Q2: 23,300 shares 23,300 $52.4K <0.01% +6,355 Timeline ELTX ELICIO THERAPEUTICS INC More: the full row for ELICIO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $39.1K <0.01% 0 Timeline SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,211 shares; 2024Q4: 44,211 shares; 2025Q1: 44,211 shares; 2025Q2: 44,211 shares; 2025Q3: 44,211 shares; 2025Q4: 28,480 shares; 2026Q1: 28,480 shares; 2026Q2: 28,480 shares 28,480 $24K <0.01% 0 Timeline INO INOVIO PHARMACEUTICALS INC More: the full row for INOVIO PHARMACEUTICALS 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: 12,559 shares; 2026Q1: 12,559 shares; 2026Q2: 12,559 shares 12,559 $13.8K <0.01% 0 Timeline GNPX GENPREX INC More: the full row for GENPREX 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: 20,000 shares; 2026Q2: 20,000 shares 20,000 $10.4K <0.01% 0 Timeline GTBP GT BIOPHARMA INC More: the full row for GT BIOPHARMA 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: 11,000 shares 11,000 $5.39K <0.01% new Timeline