SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 549,971 shares; 2025Q1: 668,002 shares; 2025Q2: 695,293 shares; 2025Q3: 735,542 shares; 2025Q4: 763,768 shares; 2026Q1: 656,026 shares; 2026Q2: 671,004 shares 671,004 $23.4M 11.58% +14,978 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 578,486 shares; 2025Q1: 667,512 shares; 2025Q2: 693,312 shares; 2025Q3: 722,280 shares; 2025Q4: 721,921 shares; 2026Q1: 641,955 shares; 2026Q2: 656,757 shares 656,757 $22.2M 11.02% +14,802 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: 312,070 shares; 2025Q1: 347,692 shares; 2025Q2: 345,192 shares; 2025Q3: 355,052 shares; 2025Q4: 362,417 shares; 2026Q1: 395,588 shares; 2026Q2: 402,883 shares 402,883 $18.3M 9.09% +7,295 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 97,026 shares; 2026Q2: 135,861 shares 135,861 $11.6M 5.76% +38,835 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 122,334 shares 122,334 $8.32M 4.12% new Timeline BSCR 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: 313,800 shares; 2025Q2: 319,044 shares; 2025Q3: 327,618 shares; 2025Q4: 339,508 shares; 2026Q1: 380,685 shares; 2026Q2: 385,428 shares 385,428 $7.56M 3.75% +4,743 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 195,943 shares; 2026Q1: 204,629 shares; 2026Q2: 199,923 shares 199,923 $7.22M 3.58% -4,706 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,698 shares; 2026Q2: 345,990 shares 345,990 $7.05M 3.49% +328,292 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: 20,979 shares; 2025Q1: 22,356 shares; 2025Q2: 20,973 shares; 2025Q3: 40,496 shares; 2025Q4: 39,895 shares; 2026Q1: 38,796 shares; 2026Q2: 38,833 shares 38,833 $5.31M 2.63% +37 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: 15,383 shares; 2025Q1: 15,931 shares; 2025Q2: 14,802 shares; 2025Q3: 14,558 shares; 2025Q4: 13,577 shares; 2026Q1: 12,438 shares; 2026Q2: 12,539 shares 12,539 $4.1M 2.03% +101 Timeline SPHY 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: 111,391 shares; 2025Q1: 127,377 shares; 2025Q2: 130,235 shares; 2025Q3: 134,426 shares; 2025Q4: 140,350 shares; 2026Q1: 152,560 shares; 2026Q2: 155,345 shares 155,345 $3.64M 1.81% +2,785 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: 11,291 shares; 2025Q1: 12,100 shares; 2025Q2: 12,458 shares; 2025Q3: 12,537 shares; 2025Q4: 10,353 shares; 2026Q1: 9,610 shares; 2026Q2: 9,427 shares 9,427 $3.33M 1.65% -183 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: 6,216 shares; 2025Q1: 5,698 shares; 2025Q2: 5,150 shares; 2025Q3: 6,156 shares; 2025Q4: 6,150 shares; 2026Q1: 6,290 shares; 2026Q2: 6,394 shares 6,394 $3.2M 1.59% +104 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 58,321 shares; 2025Q1: 67,612 shares; 2025Q2: 14,509 shares; 2025Q3: 26,145 shares; 2025Q4: 37,192 shares; 2026Q1: 47,658 shares; 2026Q2: 55,153 shares 55,153 $3.1M 1.54% +7,495 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: 7,705 shares; 2025Q1: 7,506 shares; 2025Q2: 7,763 shares; 2025Q3: 9,878 shares; 2025Q4: 9,342 shares; 2026Q1: 11,779 shares; 2026Q2: 12,207 shares 12,207 $2.91M 1.44% +428 Timeline IDMO 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: 11,345 shares; 2025Q3: 21,058 shares; 2025Q4: 30,821 shares; 2026Q1: 39,297 shares; 2026Q2: 46,140 shares 46,140 $2.78M 1.38% +6,843 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,878 shares; 2025Q2: 4,993 shares; 2025Q3: 5,104 shares; 2025Q4: 4,039 shares; 2026Q1: 3,630 shares; 2026Q2: 3,258 shares 3,258 $2.36M 1.17% -372 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: 5,103 shares; 2025Q1: 5,850 shares; 2025Q2: 5,550 shares; 2025Q3: 5,182 shares; 2025Q4: 4,963 shares; 2026Q1: 5,635 shares; 2026Q2: 5,809 shares 5,809 $2.17M 1.07% +174 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,812 shares; 2025Q1: 1,818 shares; 2025Q2: 1,815 shares; 2025Q3: 1,721 shares; 2025Q4: 1,988 shares; 2026Q1: 1,986 shares; 2026Q2: 1,986 shares 1,986 $2.11M 1.05% 0 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: 6,750 shares; 2025Q1: 6,584 shares; 2025Q2: 7,164 shares; 2025Q3: 6,900 shares; 2025Q4: 6,630 shares; 2026Q1: 6,762 shares; 2026Q2: 7,105 shares 7,105 $2.06M 1.02% +343 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 reported; 2025Q3: not reported; 2025Q4: 20,243 shares; 2026Q1: 23,556 shares; 2026Q2: 26,805 shares 26,805 $1.91M 0.95% +3,249 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: 8,015 shares; 2025Q1: 7,576 shares; 2025Q2: 7,721 shares; 2025Q3: 8,160 shares; 2025Q4: 7,991 shares; 2026Q1: 8,373 shares; 2026Q2: 8,528 shares 8,528 $1.71M 0.85% +155 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: not loaded; 2024Q4: 329 shares; 2025Q1: 311 shares; 2025Q2: 293 shares; 2025Q3: 280 shares; 2025Q4: 276 shares; 2026Q1: 354 shares; 2026Q2: 9,453 shares 9,453 $1.68M 0.84% +9,099 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,856 shares; 2025Q1: 17,716 shares; 2025Q2: 17,321 shares; 2025Q3: 17,249 shares; 2025Q4: 16,506 shares; 2026Q1: 15,646 shares; 2026Q2: 15,830 shares 15,830 $1.46M 0.72% +184 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,026 shares; 2025Q1: 3,668 shares; 2025Q2: 3,596 shares; 2025Q3: 3,594 shares; 2025Q4: 3,450 shares; 2026Q1: 3,415 shares; 2026Q2: 3,443 shares 3,443 $1.22M 0.6% +28 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: 4,689 shares; 2025Q1: 3,835 shares; 2025Q2: 3,440 shares; 2025Q3: 3,383 shares; 2025Q4: 2,999 shares; 2026Q1: 3,466 shares; 2026Q2: 3,412 shares 3,412 $1.17M 0.58% -54 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,071 shares; 2025Q1: 10,406 shares; 2025Q2: 10,688 shares; 2025Q3: 9,569 shares; 2025Q4: 10,945 shares; 2026Q1: 11,169 shares; 2026Q2: 11,230 shares 11,230 $1.17M 0.58% +61 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,815 shares; 2025Q1: 14,345 shares; 2025Q2: 13,505 shares; 2025Q3: 13,242 shares; 2025Q4: 10,897 shares; 2026Q1: 8,059 shares; 2026Q2: 8,020 shares 8,020 $1.16M 0.57% -39 Timeline BFST BUSINESS FIRST BANCSHARES IN More: the full row for BUSINESS FIRST BANCSHARES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,642 shares; 2025Q1: 37,676 shares; 2025Q2: 37,782 shares; 2025Q3: 37,583 shares; 2025Q4: 37,583 shares; 2026Q1: 37,583 shares; 2026Q2: 37,186 shares 37,186 $1.14M 0.57% -397 Timeline SMH 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: not reported; 2025Q1: not reported; 2025Q2: 1,186 shares; 2025Q3: 1,186 shares; 2025Q4: 1,243 shares; 2026Q1: 1,250 shares; 2026Q2: 1,728 shares 1,728 $1.13M 0.56% +478 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: 14,108 shares; 2025Q1: 18,740 shares; 2025Q2: 14,929 shares; 2025Q3: 13,484 shares; 2025Q4: 20,480 shares; 2026Q1: 20,683 shares; 2026Q2: 20,147 shares 20,147 $1.07M 0.53% -536 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,386 shares; 2025Q1: 3,938 shares; 2025Q2: 3,930 shares; 2025Q3: 4,448 shares; 2025Q4: 4,468 shares; 2026Q1: 6,683 shares; 2026Q2: 7,069 shares 7,069 $1.07M 0.53% +386 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,604 shares; 2025Q1: 2,144 shares; 2025Q2: 2,127 shares; 2025Q3: 1,969 shares; 2025Q4: 1,946 shares; 2026Q1: 2,862 shares; 2026Q2: 2,679 shares 2,679 $1.04M 0.51% -183 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: not loaded; 2024Q4: 3,518 shares; 2025Q1: 4,104 shares; 2025Q2: 3,992 shares; 2025Q3: 4,062 shares; 2025Q4: 3,731 shares; 2026Q1: 2,935 shares; 2026Q2: 2,601 shares 2,601 $1.03M 0.51% -334 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: 6,603 shares; 2025Q1: 5,449 shares; 2025Q2: 5,448 shares; 2025Q3: 5,464 shares; 2025Q4: 6,425 shares; 2026Q1: 6,510 shares; 2026Q2: 9,057 shares 9,057 $1.03M 0.51% +2,547 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: not loaded; 2024Q4: 31,711 shares; 2025Q1: 38,572 shares; 2025Q2: 39,872 shares; 2025Q3: 31,072 shares; 2025Q4: 40,449 shares; 2026Q1: 43,143 shares; 2026Q2: 41,304 shares 41,304 $1.01M 0.5% -1,839 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,884 shares; 2026Q1: 15,984 shares; 2026Q2: 16,521 shares 16,521 $993K 0.49% +537 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: 4,018 shares; 2025Q1: 3,602 shares; 2025Q2: 3,568 shares; 2025Q3: 3,572 shares; 2025Q4: 4,569 shares; 2026Q1: 4,485 shares; 2026Q2: 4,475 shares 4,475 $987K 0.49% -10 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: not loaded; 2024Q4: 44,166 shares; 2025Q1: 44,466 shares; 2025Q2: 46,084 shares; 2025Q3: 48,066 shares; 2025Q4: 51,386 shares; 2026Q1: 50,386 shares; 2026Q2: 51,011 shares 51,011 $975K 0.48% +625 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: not loaded; 2024Q4: 8,981 shares; 2025Q1: 10,338 shares; 2025Q2: 9,615 shares; 2025Q3: 9,471 shares; 2025Q4: 9,588 shares; 2026Q1: 9,827 shares; 2026Q2: 12,444 shares 12,444 $973K 0.48% +2,617 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,074 shares; 2025Q1: 1,074 shares; 2025Q2: 1,079 shares; 2025Q3: 1,079 shares; 2025Q4: 1,527 shares; 2026Q1: 1,526 shares; 2026Q2: 1,523 shares 1,523 $966K 0.48% -3 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: not loaded; 2024Q4: 8,432 shares; 2025Q1: 9,727 shares; 2025Q2: 9,492 shares; 2025Q3: 9,821 shares; 2025Q4: 9,509 shares; 2026Q1: 6,073 shares; 2026Q2: 6,134 shares 6,134 $961K 0.48% +61 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: 334 shares; 2025Q1: 310 shares; 2025Q2: 309 shares; 2025Q3: 309 shares; 2025Q4: 298 shares; 2026Q1: 298 shares; 2026Q2: 2,983 shares 2,983 $900K 0.45% +2,685 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 778 shares; 2026Q2: 757 shares 757 $874K 0.43% -21 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: 11,125 shares; 2025Q1: 9,937 shares; 2025Q2: 9,841 shares; 2025Q3: 4,910 shares; 2025Q4: 5,219 shares; 2026Q1: 6,359 shares; 2026Q2: 5,919 shares 5,919 $867K 0.43% -440 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: 10,295 shares; 2025Q1: 10,298 shares; 2025Q2: 8,098 shares; 2025Q3: 8,022 shares; 2025Q4: 4,937 shares; 2026Q1: 5,086 shares; 2026Q2: 5,067 shares 5,067 $840K 0.42% -19 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: not loaded; 2024Q4: 22,178 shares; 2025Q1: 22,098 shares; 2025Q2: 22,098 shares; 2025Q3: 22,598 shares; 2025Q4: 22,598 shares; 2026Q1: 22,741 shares; 2026Q2: 22,741 shares 22,741 $836K 0.41% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,461 shares; 2025Q1: 6,418 shares; 2025Q2: 7,266 shares; 2025Q3: 9,917 shares; 2025Q4: 10,139 shares; 2026Q1: 11,120 shares; 2026Q2: 11,193 shares 11,193 $815K 0.4% +73 Timeline LEND SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,945 shares 31,945 $804K 0.4% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 3,750 shares; 2026Q2: 3,750 shares 3,750 $798K 0.4% 0 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: not loaded; 2024Q4: 8,634 shares; 2025Q1: 8,633 shares; 2025Q2: 8,586 shares; 2025Q3: 8,586 shares; 2025Q4: 8,586 shares; 2026Q1: 8,586 shares; 2026Q2: 8,586 shares 8,586 $744K 0.37% 0 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 reported; 2025Q3: not reported; 2025Q4: 1,215 shares; 2026Q1: 1,295 shares; 2026Q2: 1,241 shares 1,241 $721K 0.36% -54 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: 1,776 shares; 2025Q1: 1,793 shares; 2025Q2: 1,798 shares; 2025Q3: 1,878 shares; 2025Q4: 1,855 shares; 2026Q1: 2,046 shares; 2026Q2: 1,995 shares 1,995 $713K 0.35% -51 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: 2,264 shares; 2025Q1: 2,237 shares; 2025Q2: 2,268 shares; 2025Q3: 1,850 shares; 2025Q4: 1,675 shares; 2026Q1: 1,428 shares; 2026Q2: 1,402 shares 1,402 $670K 0.33% -26 Timeline BSJR 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: 16,178 shares; 2025Q1: 28,602 shares; 2025Q2: 29,442 shares; 2025Q3: 29,591 shares; 2025Q4: 29,620 shares; 2026Q1: 29,385 shares; 2026Q2: 29,385 shares 29,385 $657K 0.33% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,113 shares; 2025Q1: 1,253 shares; 2025Q2: 1,232 shares; 2025Q3: 1,223 shares; 2025Q4: 1,114 shares; 2026Q1: 834 shares; 2026Q2: 836 shares 836 $632K 0.31% +2 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: 868 shares; 2025Q1: 1,245 shares; 2025Q2: 1,290 shares; 2025Q3: 1,250 shares; 2025Q4: 1,194 shares; 2026Q1: 1,379 shares; 2026Q2: 1,464 shares 1,464 $616K 0.31% +85 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: 2,940 shares; 2025Q1: 2,945 shares; 2025Q2: 2,889 shares; 2025Q3: 2,777 shares; 2025Q4: 2,566 shares; 2026Q1: 2,467 shares; 2026Q2: 2,438 shares 2,438 $613K 0.3% -29 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: 40,689 shares; 2025Q1: 45,145 shares; 2025Q2: 35,361 shares; 2025Q3: 25,449 shares; 2025Q4: 21,897 shares; 2026Q1: 18,910 shares; 2026Q2: 19,041 shares 19,041 $604K 0.3% +131 Timeline BSJQ 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: 16,693 shares; 2025Q1: 24,443 shares; 2025Q2: 25,258 shares; 2025Q3: 25,404 shares; 2025Q4: 25,427 shares; 2026Q1: 25,239 shares; 2026Q2: 25,239 shares 25,239 $579K 0.29% 0 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: not loaded; 2024Q4: 5,493 shares; 2025Q1: 5,223 shares; 2025Q2: 5,223 shares; 2025Q3: 5,223 shares; 2025Q4: 5,408 shares; 2026Q1: 6,361 shares; 2026Q2: 6,747 shares 6,747 $558K 0.28% +386 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: 480 shares; 2025Q1: 502 shares; 2025Q2: 505 shares; 2025Q3: 440 shares; 2025Q4: 431 shares; 2026Q1: 433 shares; 2026Q2: 425 shares 425 $510K 0.25% -8 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,632 shares; 2026Q2: 1,501 shares 1,501 $498K 0.25% -131 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,012 shares 4,012 $494K 0.24% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,029 shares; 2025Q1: 1,023 shares; 2025Q2: 1,145 shares; 2025Q3: 1,204 shares; 2025Q4: 1,203 shares; 2026Q1: 1,237 shares; 2026Q2: 1,235 shares 1,235 $491K 0.24% -2 Timeline BSJS 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: 11,556 shares; 2025Q1: 22,136 shares; 2025Q2: 23,005 shares; 2025Q3: 23,154 shares; 2025Q4: 22,496 shares; 2026Q1: 22,260 shares; 2026Q2: 22,260 shares 22,260 $484K 0.24% 0 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: not loaded; 2024Q4: 3,501 shares; 2025Q1: 3,500 shares; 2025Q2: 3,693 shares; 2025Q3: 3,840 shares; 2025Q4: 3,721 shares; 2026Q1: 3,714 shares; 2026Q2: 3,904 shares 3,904 $455K 0.23% +190 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,986 shares; 2026Q2: 3,606 shares 3,606 $449K 0.22% +1,620 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,750 shares; 2026Q1: 14,743 shares; 2026Q2: 14,579 shares 14,579 $447K 0.22% -164 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: 2,752 shares; 2025Q1: 2,973 shares; 2025Q2: 2,867 shares; 2025Q3: 2,831 shares; 2025Q4: 2,499 shares; 2026Q1: 2,337 shares; 2026Q2: 2,320 shares 2,320 $440K 0.22% -17 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 loaded; 2024Q4: 15,157 shares; 2025Q1: 18,344 shares; 2025Q2: 16,960 shares; 2025Q3: 11,910 shares; 2025Q4: 10,376 shares; 2026Q1: 9,168 shares; 2026Q2: 9,221 shares 9,221 $440K 0.22% +53 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $439K 0.22% 0 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,738 shares; 2025Q1: 4,730 shares; 2025Q2: 4,619 shares; 2025Q3: 4,152 shares; 2025Q4: 4,050 shares; 2026Q1: 4,050 shares; 2026Q2: 4,050 shares 4,050 $415K 0.21% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 830 shares; 2026Q2: 825 shares 825 $414K 0.21% -5 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,656 shares; 2025Q1: 7,734 shares; 2025Q2: 7,846 shares; 2025Q3: 8,235 shares; 2025Q4: 8,590 shares; 2026Q1: 8,872 shares; 2026Q2: 11,012 shares 11,012 $406K 0.2% +2,140 Timeline BSCQ 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: 280,182 shares; 2025Q2: 288,082 shares; 2025Q3: 297,252 shares; 2025Q4: 314,561 shares; 2026Q1: 352,881 shares; 2026Q2: 20,566 shares 20,566 $402K 0.2% -332,315 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,833 shares; 2025Q1: 10,448 shares; 2025Q2: 8,830 shares; 2025Q3: 8,018 shares; 2025Q4: 7,387 shares; 2026Q1: 7,366 shares; 2026Q2: 7,296 shares 7,296 $396K 0.2% -70 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,167 shares; 2025Q1: 8,167 shares; 2025Q2: 8,167 shares; 2025Q3: 8,167 shares; 2025Q4: 8,167 shares; 2026Q1: 8,167 shares; 2026Q2: 8,167 shares 8,167 $392K 0.19% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,042 shares; 2026Q2: 7,306 shares 7,306 $389K 0.19% -736 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: not loaded; 2024Q4: 1,601 shares; 2025Q1: 1,645 shares; 2025Q2: 1,281 shares; 2025Q3: 1,141 shares; 2025Q4: 1,068 shares; 2026Q1: 1,037 shares; 2026Q2: 1,026 shares 1,026 $372K 0.18% -11 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: not loaded; 2024Q4: 1,429 shares; 2025Q1: 1,449 shares; 2025Q2: 1,475 shares; 2025Q3: 1,476 shares; 2025Q4: 1,476 shares; 2026Q1: 1,500 shares; 2026Q2: 1,507 shares 1,507 $371K 0.18% +7 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: 683 shares; 2025Q1: 568 shares; 2025Q2: 599 shares; 2025Q3: 599 shares; 2025Q4: 668 shares; 2026Q1: 698 shares; 2026Q2: 4,277 shares 4,277 $368K 0.18% +3,579 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 reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,338 shares; 2026Q2: 19,268 shares 19,268 $358K 0.18% -70 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,445 shares; 2026Q2: 1,451 shares 1,451 $344K 0.17% +6 Timeline BSCU 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 reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,479 shares; 2026Q2: 20,411 shares 20,411 $340K 0.17% -68 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,284 shares; 2025Q1: 2,786 shares; 2025Q2: 3,121 shares; 2025Q3: 2,704 shares; 2025Q4: 2,687 shares; 2026Q1: 2,777 shares; 2026Q2: 2,496 shares 2,496 $338K 0.17% -281 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: not loaded; 2024Q4: 10,249 shares; 2025Q1: 3,596 shares; 2025Q2: 3,526 shares; 2025Q3: 3,526 shares; 2025Q4: 3,526 shares; 2026Q1: 4,131 shares; 2026Q2: 4,131 shares 4,131 $326K 0.16% 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: 536 shares; 2025Q1: 554 shares; 2025Q2: 556 shares; 2025Q3: 566 shares; 2025Q4: 569 shares; 2026Q1: 571 shares; 2026Q2: 575 shares 575 $324K 0.16% +4 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: not loaded; 2024Q4: 1,156 shares; 2025Q1: 1,162 shares; 2025Q2: 1,081 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 998 shares; 2026Q2: 996 shares 996 $312K 0.15% -2 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 reported; 2025Q3: not reported; 2025Q4: 2,603 shares; 2026Q1: 2,658 shares; 2026Q2: 2,616 shares 2,616 $307K 0.15% -42 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 693 shares; 2025Q4: 734 shares; 2026Q1: 833 shares; 2026Q2: 807 shares 807 $305K 0.15% -26 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: 1,526 shares; 2025Q1: 1,384 shares; 2025Q2: 1,384 shares; 2025Q3: 1,384 shares; 2025Q4: 1,384 shares; 2026Q1: 1,405 shares; 2026Q2: 1,514 shares 1,514 $299K 0.15% +109 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: not loaded; 2024Q4: 3,641 shares; 2025Q1: 3,759 shares; 2025Q2: 3,329 shares; 2025Q3: 3,225 shares; 2025Q4: 2,774 shares; 2026Q1: 2,704 shares; 2026Q2: 2,265 shares 2,265 $287K 0.14% -439 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: not loaded; 2024Q4: not reported; 2025Q1: 14,201 shares; 2025Q2: 15,186 shares; 2025Q3: 15,301 shares; 2025Q4: 17,731 shares; 2026Q1: 18,338 shares; 2026Q2: 20,405 shares 20,405 $284K 0.14% +2,067 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: 738 shares; 2025Q2: 738 shares; 2025Q3: 738 shares; 2025Q4: 738 shares; 2026Q1: 738 shares; 2026Q2: 738 shares 738 $272K 0.13% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 902 shares 902 $269K 0.13% new Timeline BSJT 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: 9,850 shares; 2025Q3: 9,994 shares; 2025Q4: 10,287 shares; 2026Q1: 12,675 shares; 2026Q2: 12,675 shares 12,675 $268K 0.13% 0 Timeline SELV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,100 shares; 2025Q1: 8,100 shares; 2025Q2: 8,100 shares; 2025Q3: 8,100 shares; 2025Q4: 8,100 shares; 2026Q1: 8,100 shares; 2026Q2: 8,100 shares 8,100 $265K 0.13% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 867 shares; 2025Q1: 868 shares; 2025Q2: 757 shares; 2025Q3: 752 shares; 2025Q4: 650 shares; 2026Q1: 566 shares; 2026Q2: 511 shares 511 $262K 0.13% -55 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,923 shares; 2025Q1: 14,884 shares; 2025Q2: 12,584 shares; 2025Q3: 13,559 shares; 2025Q4: 11,559 shares; 2026Q1: 12,371 shares; 2026Q2: 13,474 shares 13,474 $260K 0.13% +1,103 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: 2,542 shares; 2025Q1: 2,542 shares; 2025Q2: 2,542 shares; 2025Q3: 2,627 shares; 2025Q4: 2,642 shares; 2026Q1: 2,662 shares; 2026Q2: 2,712 shares 2,712 $260K 0.13% +50 Timeline BSJU 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 reported; 2025Q3: not reported; 2025Q4: 8,397 shares; 2026Q1: 9,975 shares; 2026Q2: 9,975 shares 9,975 $257K 0.13% 0 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 712 shares; 2025Q4: 667 shares; 2026Q1: 667 shares; 2026Q2: 665 shares 665 $256K 0.13% -2 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,011 shares; 2025Q1: 1,820 shares; 2025Q2: 1,822 shares; 2025Q3: 1,725 shares; 2025Q4: 1,739 shares; 2026Q1: 1,670 shares; 2026Q2: 1,720 shares 1,720 $252K 0.13% +50 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: not loaded; 2024Q4: 4,602 shares; 2025Q1: 5,841 shares; 2025Q2: 6,212 shares; 2025Q3: 5,217 shares; 2025Q4: 4,678 shares; 2026Q1: 4,324 shares; 2026Q2: 4,417 shares 4,417 $249K 0.12% +93 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: not loaded; 2024Q4: 1,295 shares; 2025Q1: 1,351 shares; 2025Q2: 1,249 shares; 2025Q3: 1,073 shares; 2025Q4: 905 shares; 2026Q1: 764 shares; 2026Q2: 842 shares 842 $247K 0.12% +78 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,054 shares 6,054 $246K 0.12% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,573 shares; 2025Q1: 20,441 shares; 2025Q2: 19,473 shares; 2025Q3: 20,068 shares; 2025Q4: 19,471 shares; 2026Q1: 4,378 shares; 2026Q2: 4,319 shares 4,319 $246K 0.12% -59 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,417 shares; 2025Q1: 4,902 shares; 2025Q2: 3,622 shares; 2025Q3: 3,574 shares; 2025Q4: 2,393 shares; 2026Q1: 2,301 shares; 2026Q2: 2,124 shares 2,124 $244K 0.12% -177 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,115 shares; 2025Q3: 4,425 shares; 2025Q4: 4,545 shares; 2026Q1: 4,560 shares; 2026Q2: 4,580 shares 4,580 $240K 0.12% +20 Timeline ONEY 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: 2,460 shares; 2025Q1: 3,068 shares; 2025Q2: 3,057 shares; 2025Q3: 2,285 shares; 2025Q4: 1,941 shares; 2026Q1: 1,747 shares; 2026Q2: 1,773 shares 1,773 $227K 0.11% +26 Timeline SPLV 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: 54,598 shares; 2025Q3: 57,368 shares; 2025Q4: 61,293 shares; 2026Q1: 69,920 shares; 2026Q2: 3,000 shares 3,000 $225K 0.11% -66,920 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: 3,840 shares; 2025Q1: 4,178 shares; 2025Q2: 3,481 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,777 shares; 2026Q2: 2,735 shares 2,735 $222K 0.11% -42 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: 279 shares; 2025Q1: 254 shares; 2025Q2: 243 shares; 2025Q3: 236 shares; 2025Q4: 235 shares; 2026Q1: 237 shares; 2026Q2: 236 shares 236 $221K 0.11% -1 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,117 shares; 2025Q3: 1,258 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,374 shares 1,374 $218K 0.11% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,260 shares 2,260 $212K 0.1% new 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: not loaded; 2024Q4: 8,502 shares; 2025Q1: 9,300 shares; 2025Q2: 8,615 shares; 2025Q3: not reported; 2025Q4: 10,947 shares; 2026Q1: 11,579 shares; 2026Q2: 8,780 shares 8,780 $211K 0.1% -2,799 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 844 shares; 2025Q3: 846 shares; 2025Q4: 846 shares; 2026Q1: 845 shares; 2026Q2: 842 shares 842 $209K 0.1% -3 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: not loaded; 2024Q4: 3,192 shares; 2025Q1: 3,211 shares; 2025Q2: 2,755 shares; 2025Q3: 2,709 shares; 2025Q4: 2,639 shares; 2026Q1: 2,200 shares; 2026Q2: 2,170 shares 2,170 $209K 0.1% -30 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 51,163 shares; 2025Q1: 55,279 shares; 2025Q2: 37,932 shares; 2025Q3: 36,328 shares; 2025Q4: 29,614 shares; 2026Q1: 26,244 shares; 2026Q2: 26,246 shares 26,246 $153K 0.08% +2 Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32,278 shares; 2025Q1: 37,821 shares; 2025Q2: 37,821 shares; 2025Q3: 39,751 shares; 2025Q4: 46,098 shares; 2026Q1: 51,545 shares; 2026Q2: 51,545 shares 51,545 $142K 0.07% 0 Timeline MMLP MARTIN MIDSTREAM PRTNRS L P More: the full row for MARTIN MIDSTREAM PRTNRS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,035 shares; 2025Q3: 10,139 shares; 2025Q4: 10,283 shares; 2026Q1: 10,374 shares; 2026Q2: 10,557 shares 10,557 $24.4K 0.01% +183 Timeline