IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,066 shares; 2025Q1: 36,849 shares; 2025Q2: not loaded; 2025Q3: 36,527 shares; 2025Q4: 35,361 shares; 2026Q1: 36,793 shares; 2026Q2: 36,972 shares 36,972 $27.7M 15.18% +179 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 loaded; 2024Q4: 191,377 shares; 2025Q1: 184,837 shares; 2025Q2: not loaded; 2025Q3: 237,674 shares; 2025Q4: 273,330 shares; 2026Q1: 264,915 shares; 2026Q2: 289,217 shares 289,217 $13.2M 7.21% +24,302 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 78,310 shares; 2025Q1: 82,390 shares; 2025Q2: not loaded; 2025Q3: 86,389 shares; 2025Q4: 85,669 shares; 2026Q1: 88,722 shares; 2026Q2: 79,901 shares 79,901 $9.51M 5.21% -8,821 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 78,942 shares; 2025Q1: 63,953 shares; 2025Q2: not loaded; 2025Q3: 86,294 shares; 2025Q4: 119,217 shares; 2026Q1: 118,422 shares; 2026Q2: 126,500 shares 126,500 $9.29M 5.09% +8,078 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 loaded; 2024Q4: 70,993 shares; 2025Q1: 74,339 shares; 2025Q2: not loaded; 2025Q3: 84,020 shares; 2025Q4: 143,793 shares; 2026Q1: 148,069 shares; 2026Q2: 150,222 shares 150,222 $9.13M 5.01% +2,153 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 184,654 shares; 2025Q1: 182,963 shares; 2025Q2: not loaded; 2025Q3: 190,624 shares; 2025Q4: 193,880 shares; 2026Q1: 206,258 shares; 2026Q2: 230,622 shares 230,622 $5.03M 2.76% +24,364 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 120,613 shares; 2025Q1: 124,671 shares; 2025Q2: not loaded; 2025Q3: 169,932 shares; 2025Q4: 172,835 shares; 2026Q1: 183,769 shares; 2026Q2: 202,246 shares 202,246 $4.68M 2.57% +18,477 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 loaded; 2024Q4: 117,319 shares; 2025Q1: 123,330 shares; 2025Q2: not loaded; 2025Q3: 163,696 shares; 2025Q4: 165,650 shares; 2026Q1: 167,909 shares; 2026Q2: 184,119 shares 184,119 $4.65M 2.55% +16,210 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: not loaded; 2024Q4: 5,952 shares; 2025Q1: 6,274 shares; 2025Q2: not loaded; 2025Q3: 7,996 shares; 2025Q4: 9,165 shares; 2026Q1: 44,714 shares; 2026Q2: 49,850 shares 49,850 $4.02M 2.2% +5,136 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,636 shares; 2025Q1: 7,530 shares; 2025Q2: not loaded; 2025Q3: 6,102 shares; 2025Q4: 6,727 shares; 2026Q1: 8,431 shares; 2026Q2: 9,497 shares 9,497 $3.89M 2.13% +1,066 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: not loaded; 2024Q4: 30,807 shares; 2025Q1: 30,946 shares; 2025Q2: not loaded; 2025Q3: 133,058 shares; 2025Q4: 145,865 shares; 2026Q1: 137,985 shares; 2026Q2: 152,799 shares 152,799 $3.7M 2.03% +14,814 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,571 shares; 2025Q1: 12,464 shares; 2025Q2: not loaded; 2025Q3: 27,780 shares; 2025Q4: 30,213 shares; 2026Q1: 33,350 shares; 2026Q2: 34,539 shares 34,539 $3.34M 1.83% +1,189 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,672 shares; 2025Q1: 10,692 shares; 2025Q2: not loaded; 2025Q3: 10,974 shares; 2025Q4: 10,601 shares; 2026Q1: 11,538 shares; 2026Q2: 11,134 shares 11,134 $3.22M 1.77% -404 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 loaded; 2024Q4: 50,386 shares; 2025Q1: 61,595 shares; 2025Q2: not loaded; 2025Q3: 66,470 shares; 2025Q4: 34,663 shares; 2026Q1: 23,065 shares; 2026Q2: 31,650 shares 31,650 $3.19M 1.75% +8,585 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,252 shares; 2025Q1: 18,252 shares; 2025Q2: not loaded; 2025Q3: 34,053 shares; 2025Q4: 41,879 shares; 2026Q1: 138,918 shares; 2026Q2: 150,935 shares 150,935 $3.15M 1.72% +12,017 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,842 shares; 2025Q1: 7,871 shares; 2025Q2: not loaded; 2025Q3: 7,959 shares; 2025Q4: 7,620 shares; 2026Q1: 7,558 shares; 2026Q2: 7,528 shares 7,528 $2.81M 1.54% -30 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: not loaded; 2024Q4: 8,044 shares; 2025Q1: 5,334 shares; 2025Q2: not loaded; 2025Q3: 5,729 shares; 2025Q4: 5,517 shares; 2026Q1: 6,436 shares; 2026Q2: 7,507 shares 7,507 $2.78M 1.52% +1,071 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,837 shares; 2025Q1: 3,876 shares; 2025Q2: not loaded; 2025Q3: 3,900 shares; 2025Q4: 3,387 shares; 2026Q1: 3,393 shares; 2026Q2: 3,401 shares 3,401 $2.54M 1.39% +8 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,322 shares; 2025Q1: 13,208 shares; 2025Q2: not loaded; 2025Q3: 13,223 shares; 2025Q4: 12,472 shares; 2026Q1: 12,605 shares; 2026Q2: 12,660 shares 12,660 $2.53M 1.39% +55 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: not loaded; 2024Q4: 6,276 shares; 2025Q1: 6,584 shares; 2025Q2: not loaded; 2025Q3: 6,546 shares; 2025Q4: 6,363 shares; 2026Q1: 6,498 shares; 2026Q2: 6,764 shares 6,764 $2.39M 1.31% +266 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 15,830 shares; 2026Q1: 64,068 shares; 2026Q2: 62,418 shares 62,418 $2.19M 1.2% -1,650 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: not loaded; 2024Q4: 9,472 shares; 2025Q1: 10,184 shares; 2025Q2: not loaded; 2025Q3: 9,656 shares; 2025Q4: 9,254 shares; 2026Q1: 9,260 shares; 2026Q2: 8,909 shares 8,909 $2.11M 1.16% -351 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,827 shares; 2025Q1: 24,286 shares; 2025Q2: not loaded; 2025Q3: 32,632 shares; 2025Q4: 26,262 shares; 2026Q1: 23,422 shares; 2026Q2: 22,976 shares 22,976 $2.07M 1.13% -446 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,889 shares; 2025Q1: 2,009 shares; 2025Q2: not loaded; 2025Q3: 3,618 shares; 2025Q4: 2,899 shares; 2026Q1: 2,852 shares; 2026Q2: 2,807 shares 2,807 $1.93M 1.06% -45 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,853 shares; 2025Q1: 8,627 shares; 2025Q2: not loaded; 2025Q3: 13,700 shares; 2025Q4: 14,166 shares; 2026Q1: 17,040 shares; 2026Q2: 19,639 shares 19,639 $1.84M 1.01% +2,599 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 26,542 shares; 2026Q1: 34,367 shares; 2026Q2: 35,741 shares 35,741 $1.81M 0.99% +1,374 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,278 shares; 2025Q1: 7,636 shares; 2025Q2: not loaded; 2025Q3: 7,122 shares; 2025Q4: 7,015 shares; 2026Q1: 7,392 shares; 2026Q2: 7,362 shares 7,362 $1.75M 0.96% -30 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,918 shares; 2025Q1: 19,946 shares; 2025Q2: not loaded; 2025Q3: 18,797 shares; 2025Q4: 18,713 shares; 2026Q1: 18,805 shares; 2026Q2: 18,824 shares 18,824 $1.53M 0.84% +19 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: not loaded; 2024Q4: 1,412 shares; 2025Q1: 1,426 shares; 2025Q2: not loaded; 2025Q3: 1,479 shares; 2025Q4: 1,490 shares; 2026Q1: 1,417 shares; 2026Q2: 2,740 shares 2,740 $1.37M 0.75% +1,323 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,024 shares; 2025Q1: 3,851 shares; 2025Q2: not loaded; 2025Q3: 3,837 shares; 2025Q4: 3,809 shares; 2026Q1: 3,733 shares; 2026Q2: 3,779 shares 3,779 $1.33M 0.73% +46 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: not loaded; 2024Q4: 973 shares; 2025Q1: 2,020 shares; 2025Q2: not loaded; 2025Q3: 2,421 shares; 2025Q4: 1,768 shares; 2026Q1: 1,786 shares; 2026Q2: 1,794 shares 1,794 $1.32M 0.72% +8 Timeline CALI 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 loaded; 2024Q4: 8,368 shares; 2025Q1: 8,368 shares; 2025Q2: not loaded; 2025Q3: 15,647 shares; 2025Q4: 18,901 shares; 2026Q1: 19,872 shares; 2026Q2: 23,810 shares 23,810 $1.2M 0.66% +3,938 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 loaded; 2024Q4: 4,623 shares; 2025Q1: 4,908 shares; 2025Q2: not loaded; 2025Q3: 4,736 shares; 2025Q4: 4,210 shares; 2026Q1: 4,238 shares; 2026Q2: 3,927 shares 3,927 $1.2M 0.66% -311 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: not loaded; 2024Q4: 2,828 shares; 2025Q1: 2,986 shares; 2025Q2: not loaded; 2025Q3: 3,113 shares; 2025Q4: 3,185 shares; 2026Q1: 3,294 shares; 2026Q2: 3,322 shares 3,322 $1.19M 0.65% +28 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 18,240 shares; 2025Q4: 18,240 shares; 2026Q1: 25,085 shares; 2026Q2: 44,171 shares 44,171 $1.12M 0.61% +19,086 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,038 shares; 2025Q1: 6,027 shares; 2025Q2: not loaded; 2025Q3: 6,120 shares; 2025Q4: 5,562 shares; 2026Q1: 5,233 shares; 2026Q2: 5,630 shares 5,630 $1.11M 0.61% +397 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,804 shares; 2025Q1: 21,804 shares; 2025Q2: not loaded; 2025Q3: 22,588 shares; 2025Q4: 22,588 shares; 2026Q1: 25,584 shares; 2026Q2: 43,516 shares 43,516 $1.11M 0.61% +17,932 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,962 shares; 2025Q1: 18,356 shares; 2025Q2: not loaded; 2025Q3: 13,589 shares; 2025Q4: 12,683 shares; 2026Q1: 13,019 shares; 2026Q2: 15,349 shares 15,349 $1.04M 0.57% +2,330 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: not loaded; 2024Q4: 2,837 shares; 2025Q1: 2,881 shares; 2025Q2: not loaded; 2025Q3: 2,641 shares; 2025Q4: 2,346 shares; 2026Q1: 2,672 shares; 2026Q2: 2,665 shares 2,665 $1.01M 0.55% -7 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,047 shares; 2025Q1: 5,085 shares; 2025Q2: not loaded; 2025Q3: 4,419 shares; 2025Q4: 3,977 shares; 2026Q1: 4,097 shares; 2026Q2: 4,558 shares 4,558 $970K 0.53% +461 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: not loaded; 2024Q4: 2,965 shares; 2025Q1: 2,971 shares; 2025Q2: not loaded; 2025Q3: 2,971 shares; 2025Q4: 2,937 shares; 2026Q1: 2,935 shares; 2026Q2: 2,945 shares 2,945 $927K 0.51% +10 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 820 shares; 2025Q1: 843 shares; 2025Q2: not loaded; 2025Q3: 818 shares; 2025Q4: 749 shares; 2026Q1: 728 shares; 2026Q2: 741 shares 741 $889K 0.49% +13 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 7,970 shares; 2026Q1: 15,470 shares; 2026Q2: 33,385 shares 33,385 $854K 0.47% +17,915 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 809 shares; 2025Q4: 3,175 shares; 2026Q1: 4,237 shares; 2026Q2: 4,237 shares 4,237 $807K 0.44% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,303 shares; 2025Q1: 1,339 shares; 2025Q2: not loaded; 2025Q3: 1,423 shares; 2025Q4: 1,281 shares; 2026Q1: 1,298 shares; 2026Q2: 1,307 shares 1,307 $736K 0.4% +9 Timeline DMAC DIAMEDICA THERAPEUTICS INC More: the full row for DIAMEDICA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 101,382 shares; 2026Q1: 101,382 shares; 2026Q2: 101,382 shares 101,382 $714K 0.39% 0 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: not loaded; 2024Q4: 128,225 shares; 2025Q1: 136,376 shares; 2025Q2: not loaded; 2025Q3: 134,964 shares; 2025Q4: 22,068 shares; 2026Q1: 22,003 shares; 2026Q2: 21,924 shares 21,924 $695K 0.38% -79 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: not loaded; 2024Q4: 5,667 shares; 2025Q1: 4,917 shares; 2025Q2: not loaded; 2025Q3: 4,300 shares; 2025Q4: 3,224 shares; 2026Q1: 3,254 shares; 2026Q2: 3,004 shares 3,004 $682K 0.37% -250 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,251 shares 14,251 $669K 0.37% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,346 shares; 2025Q1: 2,144 shares; 2025Q2: not loaded; 2025Q3: 1,498 shares; 2025Q4: 1,469 shares; 2026Q1: 1,437 shares; 2026Q2: 5,295 shares 5,295 $657K 0.36% +3,858 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,354 shares; 2026Q2: 25,390 shares 25,390 $657K 0.36% +9,036 Timeline JMST 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 loaded; 2024Q4: 8,305 shares; 2025Q1: 8,305 shares; 2025Q2: not loaded; 2025Q3: 8,349 shares; 2025Q4: 8,349 shares; 2026Q1: 9,821 shares; 2026Q2: 12,220 shares 12,220 $623K 0.34% +2,399 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,276 shares; 2025Q1: 4,252 shares; 2025Q2: not loaded; 2025Q3: 4,188 shares; 2025Q4: 4,196 shares; 2026Q1: 4,164 shares; 2026Q2: 4,115 shares 4,115 $603K 0.33% -49 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,458 shares; 2025Q1: 4,537 shares; 2025Q2: not loaded; 2025Q3: 5,376 shares; 2025Q4: 5,539 shares; 2026Q1: 4,924 shares; 2026Q2: 5,769 shares 5,769 $599K 0.33% +845 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 loaded; 2024Q4: 659 shares; 2025Q1: 630 shares; 2025Q2: not loaded; 2025Q3: 630 shares; 2025Q4: 570 shares; 2026Q1: 4,733 shares; 2026Q2: 4,733 shares 4,733 $566K 0.31% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,761 shares; 2025Q1: 3,764 shares; 2025Q2: not loaded; 2025Q3: 4,112 shares; 2025Q4: 5,460 shares; 2026Q1: 6,688 shares; 2026Q2: 5,598 shares 5,598 $554K 0.3% -1,090 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,343 shares; 2025Q1: 2,356 shares; 2025Q2: not loaded; 2025Q3: 2,228 shares; 2025Q4: 2,039 shares; 2026Q1: 2,060 shares; 2026Q2: 2,152 shares 2,152 $547K 0.3% +92 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,820 shares; 2025Q1: 1,843 shares; 2025Q2: not loaded; 2025Q3: 1,647 shares; 2025Q4: 1,458 shares; 2026Q1: 1,394 shares; 2026Q2: 1,496 shares 1,496 $513K 0.28% +102 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,051 shares 17,051 $494K 0.27% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,683 shares; 2025Q1: 8,316 shares; 2025Q2: not loaded; 2025Q3: 2,649 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,678 shares 4,678 $486K 0.27% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,300 shares; 2025Q1: 2,301 shares; 2025Q2: not loaded; 2025Q3: 2,303 shares; 2025Q4: 2,304 shares; 2026Q1: 2,230 shares; 2026Q2: 2,230 shares 2,230 $486K 0.27% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,423 shares; 2025Q1: 5,538 shares; 2025Q2: not loaded; 2025Q3: 4,295 shares; 2025Q4: 3,456 shares; 2026Q1: 3,313 shares; 2026Q2: 3,272 shares 3,272 $480K 0.26% -41 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 4,274 shares; 2026Q1: 5,184 shares; 2026Q2: 8,317 shares 8,317 $479K 0.26% +3,133 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 815 shares; 2026Q2: 818 shares 818 $475K 0.26% +3 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,281 shares; 2025Q1: 2,417 shares; 2025Q2: not loaded; 2025Q3: 2,276 shares; 2025Q4: 2,775 shares; 2026Q1: 3,001 shares; 2026Q2: 2,990 shares 2,990 $474K 0.26% -11 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: not loaded; 2024Q4: 890 shares; 2025Q1: 907 shares; 2025Q2: not loaded; 2025Q3: 1,047 shares; 2025Q4: 1,115 shares; 2026Q1: 1,102 shares; 2026Q2: 1,112 shares 1,112 $468K 0.26% +10 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,988 shares; 2025Q1: 7,281 shares; 2025Q2: not loaded; 2025Q3: 5,823 shares; 2025Q4: 5,493 shares; 2026Q1: 3,251 shares; 2026Q2: 3,248 shares 3,248 $461K 0.25% -3 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,271 shares; 2025Q1: 2,149 shares; 2025Q2: not loaded; 2025Q3: 2,070 shares; 2025Q4: 1,112 shares; 2026Q1: 1,075 shares; 2026Q2: 1,085 shares 1,085 $451K 0.25% +10 Timeline ACHV ACHIEVE LIFE SCIENCE INC More: the full row for ACHIEVE LIFE SCIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares; 2026Q2: 66,763 shares 66,763 $436K 0.24% +36,763 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: not loaded; 2024Q4: 3,729 shares; 2025Q1: 3,729 shares; 2025Q2: not loaded; 2025Q3: 3,729 shares; 2025Q4: 7,458 shares; 2026Q1: 7,458 shares; 2026Q2: 8,058 shares 8,058 $428K 0.23% +600 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,127 shares; 2025Q1: 29,145 shares; 2025Q2: not loaded; 2025Q3: 28,302 shares; 2025Q4: 6,515 shares; 2026Q1: 6,515 shares; 2026Q2: 3,515 shares 3,515 $409K 0.22% -3,000 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,000 shares; 2025Q1: 20,506 shares; 2025Q2: not loaded; 2025Q3: 20,092 shares; 2025Q4: 20,093 shares; 2026Q1: 20,094 shares; 2026Q2: 20,095 shares 20,095 $409K 0.22% +1 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,617 shares; 2025Q1: 2,710 shares; 2025Q2: not loaded; 2025Q3: 2,520 shares; 2025Q4: 3,216 shares; 2026Q1: 3,094 shares; 2026Q2: 2,975 shares 2,975 $407K 0.22% -119 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,166 shares; 2025Q1: 17,166 shares; 2025Q2: not loaded; 2025Q3: 17,350 shares; 2025Q4: 19,473 shares; 2026Q1: 17,350 shares; 2026Q2: 17,350 shares 17,350 $407K 0.22% 0 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: not loaded; 2024Q4: 4,454 shares; 2025Q1: 4,467 shares; 2025Q2: not loaded; 2025Q3: 4,425 shares; 2025Q4: 4,449 shares; 2026Q1: 4,233 shares; 2026Q2: 4,241 shares 4,241 $406K 0.22% +8 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 529 shares; 2026Q2: 520 shares 520 $397K 0.22% -9 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: not loaded; 2025Q3: 578 shares; 2025Q4: 562 shares; 2026Q1: 562 shares; 2026Q2: 562 shares 562 $395K 0.22% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1,334 shares; 2025Q4: 1,752 shares; 2026Q1: 2,048 shares; 2026Q2: 2,044 shares 2,044 $379K 0.21% -4 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 848 shares; 2025Q1: 929 shares; 2025Q2: not loaded; 2025Q3: 994 shares; 2025Q4: 995 shares; 2026Q1: 1,020 shares; 2026Q2: 1,124 shares 1,124 $368K 0.2% +104 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,215 shares; 2025Q1: 6,861 shares; 2025Q2: not loaded; 2025Q3: 1,284 shares; 2025Q4: 1,284 shares; 2026Q1: 1,330 shares; 2026Q2: 1,487 shares 1,487 $360K 0.2% +157 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: not loaded; 2024Q4: 6,494 shares; 2025Q1: 8,890 shares; 2025Q2: not loaded; 2025Q3: 8,391 shares; 2025Q4: 7,060 shares; 2026Q1: 7,060 shares; 2026Q2: 7,060 shares 7,060 $357K 0.2% 0 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2,835 shares; 2025Q4: 2,871 shares; 2026Q1: 3,150 shares; 2026Q2: 4,799 shares 4,799 $356K 0.2% +1,649 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 loaded; 2024Q4: 1,164 shares; 2025Q1: 1,452 shares; 2025Q2: not loaded; 2025Q3: 1,402 shares; 2025Q4: 1,334 shares; 2026Q1: 1,334 shares; 2026Q2: 1,203 shares 1,203 $350K 0.19% -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: not loaded; 2024Q4: 1,211 shares; 2025Q1: 1,466 shares; 2025Q2: not loaded; 2025Q3: 743 shares; 2025Q4: 672 shares; 2026Q1: 4,035 shares; 2026Q2: 4,036 shares 4,036 $348K 0.19% +1 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,500 shares 6,500 $346K 0.19% new Timeline QQQM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,138 shares 1,138 $345K 0.19% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,417 shares; 2025Q1: 2,744 shares; 2025Q2: not loaded; 2025Q3: 2,407 shares; 2025Q4: 2,457 shares; 2026Q1: 2,292 shares; 2026Q2: 2,292 shares 2,292 $340K 0.19% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,013 shares; 2025Q1: 1,665 shares; 2025Q2: not loaded; 2025Q3: 1,603 shares; 2025Q4: 1,575 shares; 2026Q1: 1,544 shares; 2026Q2: 1,467 shares 1,467 $324K 0.18% -77 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 279 shares 279 $322K 0.18% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 295 shares; 2026Q2: 298 shares 298 $317K 0.17% +3 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,425 shares; 2025Q1: 4,323 shares; 2025Q2: not loaded; 2025Q3: 4,100 shares; 2025Q4: 3,837 shares; 2026Q1: 3,912 shares; 2026Q2: 3,913 shares 3,913 $317K 0.17% +1 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3,602 shares; 2025Q4: 3,602 shares; 2026Q1: 4,902 shares; 2026Q2: 4,902 shares 4,902 $315K 0.17% 0 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,485 shares; 2025Q2: not loaded; 2025Q3: 12,880 shares; 2025Q4: 19,342 shares; 2026Q1: 17,311 shares; 2026Q2: 12,962 shares 12,962 $305K 0.17% -4,349 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: not loaded; 2024Q4: not reported; 2025Q1: 1,076 shares; 2025Q2: not loaded; 2025Q3: 1,156 shares; 2025Q4: 1,180 shares; 2026Q1: 1,149 shares; 2026Q2: 1,177 shares 1,177 $296K 0.16% +28 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,137 shares; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1,165 shares; 2025Q4: 1,305 shares; 2026Q1: 1,323 shares; 2026Q2: 1,324 shares 1,324 $287K 0.16% +1 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 5,649 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,925 shares 3,925 $280K 0.15% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 626 shares; 2025Q1: 638 shares; 2025Q2: not loaded; 2025Q3: 637 shares; 2025Q4: 594 shares; 2026Q1: 571 shares; 2026Q2: 540 shares 540 $277K 0.15% -31 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 196 shares; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 205 shares; 2026Q1: 302 shares; 2026Q2: 289 shares 289 $270K 0.15% -13 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,236 shares; 2026Q2: 2,268 shares 2,268 $266K 0.15% +32 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: not loaded; 2024Q4: 1,620 shares; 2025Q1: 1,623 shares; 2025Q2: not loaded; 2025Q3: 1,579 shares; 2025Q4: 1,559 shares; 2026Q1: 1,572 shares; 2026Q2: 1,373 shares 1,373 $260K 0.14% -199 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 3,933 shares; 2026Q1: 4,807 shares; 2026Q2: 4,807 shares 4,807 $258K 0.14% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 226 shares; 2025Q1: 237 shares; 2025Q2: not loaded; 2025Q3: 256 shares; 2025Q4: not reported; 2026Q1: 2,960 shares; 2026Q2: 3,567 shares 3,567 $255K 0.14% +607 Timeline IBMT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,867 shares 9,867 $255K 0.14% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,829 shares; 2025Q1: 2,346 shares; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 1,955 shares; 2026Q1: 1,977 shares; 2026Q2: 1,978 shares 1,978 $254K 0.14% +1 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,926 shares; 2025Q1: 4,783 shares; 2025Q2: not loaded; 2025Q3: 3,144 shares; 2025Q4: 4,007 shares; 2026Q1: 4,000 shares; 2026Q2: 2,738 shares 2,738 $250K 0.14% -1,262 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 loaded; 2024Q4: 288 shares; 2025Q1: 270 shares; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 181 shares; 2026Q2: 181 shares 181 $246K 0.13% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 1,658 shares; 2026Q1: 2,096 shares; 2026Q2: 2,088 shares 2,088 $245K 0.13% -8 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,823 shares; 2025Q1: 3,805 shares; 2025Q2: not loaded; 2025Q3: 4,073 shares; 2025Q4: 3,639 shares; 2026Q1: 3,680 shares; 2026Q2: 2,137 shares 2,137 $242K 0.13% -1,543 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 720 shares; 2026Q1: 721 shares; 2026Q2: 724 shares 724 $239K 0.13% +3 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1,036 shares; 2025Q4: 950 shares; 2026Q1: 956 shares; 2026Q2: 965 shares 965 $238K 0.13% +9 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,233 shares; 2025Q1: 2,194 shares; 2025Q2: not loaded; 2025Q3: 1,629 shares; 2025Q4: 1,634 shares; 2026Q1: 1,664 shares; 2026Q2: 1,418 shares 1,418 $235K 0.13% -246 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 631 shares 631 $233K 0.13% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 482 shares 482 $230K 0.13% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,390 shares; 2025Q1: 4,362 shares; 2025Q2: not loaded; 2025Q3: 3,861 shares; 2025Q4: 2,373 shares; 2026Q1: 2,202 shares; 2026Q2: 2,427 shares 2,427 $220K 0.12% +225 Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,272 shares 3,272 $211K 0.12% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 676 shares 676 $204K 0.11% new Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 15,034 shares; 2026Q1: 12,981 shares; 2026Q2: 8,615 shares 8,615 $204K 0.11% -4,366 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,292 shares 2,292 $201K 0.11% new Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 10,801 shares; 2025Q4: 10,803 shares; 2026Q1: 10,803 shares; 2026Q2: 10,805 shares 10,805 $201K 0.11% +2 Timeline RIME ALGORHYTHM HLDGS INC More: the full row for ALGORHYTHM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $8.58K <0.01% 0 Timeline