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: 157,903 shares; 2024Q4: 163,486 shares; 2025Q1: 150,079 shares; 2025Q2: 148,762 shares; 2025Q3: 147,930 shares; 2025Q4: 150,351 shares; 2026Q1: 136,997 shares; 2026Q2: 143,107 shares 143,107 $98.3M 10.75% +6,110 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: 254,555 shares; 2024Q4: 263,483 shares; 2025Q1: 266,297 shares; 2025Q2: 274,684 shares; 2025Q3: 277,302 shares; 2025Q4: 294,138 shares; 2026Q1: 268,372 shares; 2026Q2: 273,439 shares 273,439 $64.7M 7.08% +5,067 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: 308,073 shares; 2024Q4: 355,779 shares; 2025Q1: 412,349 shares; 2025Q2: 975,753 shares; 2025Q3: 1,118,541 shares; 2025Q4: 1,109,468 shares; 2026Q1: 1,142,929 shares; 2026Q2: 1,152,040 shares 1,152,040 $58.2M 6.36% +9,111 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: 206,208 shares; 2024Q4: 216,279 shares; 2025Q1: 361,697 shares; 2025Q2: 677,265 shares; 2025Q3: 785,903 shares; 2025Q4: 819,456 shares; 2026Q1: 567,769 shares; 2026Q2: 561,867 shares 561,867 $56.6M 6.2% -5,902 Timeline TCHP 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: 257,434 shares; 2024Q4: 256,227 shares; 2025Q1: 226,184 shares; 2025Q2: 184,102 shares; 2025Q3: 190,205 shares; 2025Q4: 189,714 shares; 2026Q1: 953,977 shares; 2026Q2: 969,375 shares 969,375 $48.6M 5.31% +15,398 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 893,495 shares; 2026Q2: 903,162 shares 903,162 $47.3M 5.17% +9,667 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: 123,077 shares; 2024Q4: 157,358 shares; 2025Q1: 133,829 shares; 2025Q2: 139,242 shares; 2025Q3: 144,332 shares; 2025Q4: 147,362 shares; 2026Q1: 139,514 shares; 2026Q2: 140,822 shares 140,822 $40.7M 4.46% +1,308 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON 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: 7,954 shares; 2025Q4: 838,842 shares; 2026Q1: 1,120,695 shares; 2026Q2: 1,083,118 shares 1,083,118 $36.3M 3.97% -37,577 Timeline DFIC 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: 949,470 shares; 2026Q2: 832,574 shares 832,574 $31M 3.39% -116,896 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: 87,404 shares; 2024Q4: 94,628 shares; 2025Q1: 96,444 shares; 2025Q2: 105,901 shares; 2025Q3: 105,030 shares; 2025Q4: 103,586 shares; 2026Q1: 109,383 shares; 2026Q2: 115,059 shares 115,059 $23M 2.52% +5,676 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: 45,112 shares; 2024Q4: 46,314 shares; 2025Q1: 43,004 shares; 2025Q2: 33,245 shares; 2025Q3: 35,108 shares; 2025Q4: 41,154 shares; 2026Q1: 43,184 shares; 2026Q2: 179,521 shares 179,521 $22.3M 2.44% +136,337 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: 145,405 shares; 2024Q4: 150,627 shares; 2025Q1: 171,064 shares; 2025Q2: 308,525 shares; 2025Q3: 333,982 shares; 2025Q4: 376,073 shares; 2026Q1: 299,599 shares; 2026Q2: 268,808 shares 268,808 $19.2M 2.09% -30,791 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: 52,655 shares; 2024Q4: 52,529 shares; 2025Q1: 52,617 shares; 2025Q2: 52,652 shares; 2025Q3: 51,324 shares; 2025Q4: 50,479 shares; 2026Q1: 50,781 shares; 2026Q2: 51,016 shares 51,016 $18.9M 2.06% +235 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 487,524 shares; 2026Q2: 512,286 shares 512,286 $15M 1.64% +24,762 Timeline VONV 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: 116,318 shares; 2026Q1: 130,339 shares; 2026Q2: 137,590 shares 137,590 $14.6M 1.6% +7,251 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 219,777 shares; 2024Q4: 223,896 shares; 2025Q1: 164,841 shares; 2025Q2: 87,216 shares; 2025Q3: 80,047 shares; 2025Q4: 76,179 shares; 2026Q1: 114,173 shares; 2026Q2: 113,757 shares 113,757 $14.2M 1.55% -416 Timeline SGVT 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: 169,162 shares; 2026Q2: 137,430 shares 137,430 $13.8M 1.51% -31,732 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 415,813 shares; 2026Q1: 469,675 shares; 2026Q2: 489,335 shares 489,335 $13M 1.42% +19,660 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: 3,734 shares; 2024Q4: 3,741 shares; 2025Q1: 5,768 shares; 2025Q2: 5,341 shares; 2025Q3: 5,463 shares; 2025Q4: 30,470 shares; 2026Q1: 33,578 shares; 2026Q2: 139,485 shares 139,485 $11.2M 1.23% +105,907 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 116,188 shares; 2026Q2: 116,393 shares 116,393 $11.2M 1.23% +205 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: 24,604 shares; 2024Q4: 29,591 shares; 2025Q1: 27,879 shares; 2025Q2: 26,795 shares; 2025Q3: 28,038 shares; 2025Q4: 30,577 shares; 2026Q1: 29,903 shares; 2026Q2: 29,738 shares 29,738 $10.6M 1.16% -165 Timeline FTHI 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: 328,493 shares; 2025Q2: 387,576 shares; 2025Q3: 375,341 shares; 2025Q4: 457,777 shares; 2026Q1: 409,674 shares; 2026Q2: 438,628 shares 438,628 $10.5M 1.14% +28,954 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: 22,633 shares; 2024Q4: 24,671 shares; 2025Q1: 22,797 shares; 2025Q2: 25,620 shares; 2025Q3: 26,662 shares; 2025Q4: 27,396 shares; 2026Q1: 27,007 shares; 2026Q2: 24,038 shares 24,038 $8.97M 0.98% -2,969 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: 31,296 shares; 2024Q4: 33,210 shares; 2025Q1: 33,472 shares; 2025Q2: 35,606 shares; 2025Q3: 39,037 shares; 2025Q4: 39,907 shares; 2026Q1: 38,064 shares; 2026Q2: 36,753 shares 36,753 $8.76M 0.96% -1,311 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,714 shares; 2024Q4: 106,726 shares; 2025Q1: 149,255 shares; 2025Q2: 184,244 shares; 2025Q3: 149,625 shares; 2025Q4: 166,799 shares; 2026Q1: 169,999 shares; 2026Q2: 179,938 shares 179,938 $8.67M 0.95% +9,939 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,347 shares; 2025Q3: 97,789 shares; 2025Q4: 117,686 shares; 2026Q1: 124,768 shares; 2026Q2: 130,370 shares 130,370 $7.73M 0.85% +5,602 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: 9,045 shares; 2024Q4: 9,292 shares; 2025Q1: 9,264 shares; 2025Q2: 9,125 shares; 2025Q3: 9,111 shares; 2025Q4: 9,223 shares; 2026Q1: 12,025 shares; 2026Q2: 21,423 shares 21,423 $7.57M 0.83% +9,398 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: 48,014 shares; 2024Q4: 50,372 shares; 2025Q1: 50,800 shares; 2025Q2: 53,952 shares; 2025Q3: 54,593 shares; 2025Q4: 53,268 shares; 2026Q1: 50,616 shares; 2026Q2: 252,467 shares 252,467 $6.92M 0.76% +201,851 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,658 shares; 2026Q2: 74,318 shares 74,318 $6.16M 0.67% +5,660 Timeline SPSM 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: 132,165 shares; 2024Q4: 136,459 shares; 2025Q1: 103,876 shares; 2025Q2: 75,296 shares; 2025Q3: 78,946 shares; 2025Q4: 92,937 shares; 2026Q1: 97,168 shares; 2026Q2: 100,499 shares 100,499 $5.8M 0.63% +3,331 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: 6,170 shares; 2024Q4: 6,247 shares; 2025Q1: 6,401 shares; 2025Q2: 6,841 shares; 2025Q3: 7,309 shares; 2025Q4: 9,314 shares; 2026Q1: 9,699 shares; 2026Q2: 14,178 shares 14,178 $5.36M 0.59% +4,479 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: 14,474 shares; 2024Q4: 15,015 shares; 2025Q1: 15,015 shares; 2025Q2: 15,376 shares; 2025Q3: 15,587 shares; 2025Q4: 15,872 shares; 2026Q1: 15,816 shares; 2026Q2: 15,204 shares 15,204 $4.98M 0.54% -612 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: 3,280 shares; 2024Q4: 3,497 shares; 2025Q1: 3,571 shares; 2025Q2: 3,481 shares; 2025Q3: 3,090 shares; 2025Q4: 3,350 shares; 2026Q1: 3,732 shares; 2026Q2: 3,834 shares 3,834 $4.6M 0.5% +102 Timeline SPTM 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: 43,290 shares; 2024Q4: 43,838 shares; 2025Q1: 44,228 shares; 2025Q2: 45,777 shares; 2025Q3: 49,297 shares; 2025Q4: 51,413 shares; 2026Q1: 49,122 shares; 2026Q2: 48,592 shares 48,592 $4.41M 0.48% -530 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: 6,433 shares; 2024Q4: 6,954 shares; 2025Q1: 7,441 shares; 2025Q2: 7,405 shares; 2025Q3: 7,423 shares; 2025Q4: 7,623 shares; 2026Q1: 7,382 shares; 2026Q2: 49,741 shares 49,741 $4.28M 0.47% +42,359 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: 5,374 shares; 2024Q4: 5,577 shares; 2025Q1: 5,953 shares; 2025Q2: 6,506 shares; 2025Q3: 6,923 shares; 2025Q4: 6,687 shares; 2026Q1: 7,806 shares; 2026Q2: 7,549 shares 7,549 $4.25M 0.47% -257 Timeline RSPA 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: 30,932 shares; 2025Q4: 58,380 shares; 2026Q1: 70,083 shares; 2026Q2: 78,670 shares 78,670 $4.2M 0.46% +8,587 Timeline EFAA 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: 25,488 shares; 2025Q4: 46,997 shares; 2026Q1: 59,504 shares; 2026Q2: 67,961 shares 67,961 $3.79M 0.41% +8,457 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: 24,708 shares; 2024Q4: 24,906 shares; 2025Q1: 28,482 shares; 2025Q2: 29,140 shares; 2025Q3: 29,663 shares; 2025Q4: 25,324 shares; 2026Q1: 22,177 shares; 2026Q2: 21,772 shares 21,772 $3.44M 0.38% -405 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,983 shares; 2026Q1: 83,268 shares; 2026Q2: 71,491 shares 71,491 $3.41M 0.37% -11,777 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,981 shares; 2025Q3: 2,168 shares; 2025Q4: 2,318 shares; 2026Q1: 2,411 shares; 2026Q2: 2,887 shares 2,887 $3.33M 0.36% +476 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: 4,837 shares; 2024Q4: 5,527 shares; 2025Q1: 4,972 shares; 2025Q2: 6,374 shares; 2025Q3: 6,694 shares; 2025Q4: 7,017 shares; 2026Q1: 6,739 shares; 2026Q2: 7,448 shares 7,448 $3.13M 0.34% +709 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: 992 shares; 2024Q4: 1,610 shares; 2025Q1: 1,035 shares; 2025Q2: 971 shares; 2025Q3: 1,109 shares; 2025Q4: 1,305 shares; 2026Q1: 1,338 shares; 2026Q2: 2,886 shares 2,886 $3.07M 0.34% +1,548 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: 20,694 shares; 2024Q4: 20,866 shares; 2025Q1: 19,825 shares; 2025Q2: 20,537 shares; 2025Q3: 21,666 shares; 2025Q4: 22,452 shares; 2026Q1: 22,952 shares; 2026Q2: 23,202 shares 23,202 $2.63M 0.29% +250 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,599 shares; 2024Q4: 2,594 shares; 2025Q1: 2,598 shares; 2025Q2: 3,080 shares; 2025Q3: 3,380 shares; 2025Q4: 3,370 shares; 2026Q1: 3,327 shares; 2026Q2: 3,299 shares 3,299 $2.47M 0.27% -28 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: 4,852 shares; 2024Q4: 5,097 shares; 2025Q1: 5,545 shares; 2025Q2: 4,959 shares; 2025Q3: 4,994 shares; 2025Q4: 5,110 shares; 2026Q1: 4,916 shares; 2026Q2: 4,857 shares 4,857 $2.43M 0.27% -59 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: 51,548 shares; 2024Q4: 51,575 shares; 2025Q1: 51,646 shares; 2025Q2: 47,312 shares; 2025Q3: 52,164 shares; 2025Q4: 52,196 shares; 2026Q1: 52,231 shares; 2026Q2: 52,252 shares 52,252 $2.32M 0.25% +21 Timeline ITWO 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: 13,955 shares; 2025Q1: 21,067 shares; 2025Q2: 13,797 shares; 2025Q3: 11,896 shares; 2025Q4: 13,275 shares; 2026Q1: 44,699 shares; 2026Q2: 49,228 shares 49,228 $2.31M 0.25% +4,529 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: 3,086 shares; 2024Q4: 2,306 shares; 2025Q1: not reported; 2025Q2: 2,664 shares; 2025Q3: 2,719 shares; 2025Q4: 2,921 shares; 2026Q1: 2,912 shares; 2026Q2: 3,915 shares 3,915 $2.27M 0.25% +1,003 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: 13,024 shares; 2024Q4: 12,306 shares; 2025Q1: 14,023 shares; 2025Q2: 13,831 shares; 2025Q3: 13,670 shares; 2025Q4: 10,269 shares; 2026Q1: 10,304 shares; 2026Q2: 10,062 shares 10,062 $2.14M 0.23% -242 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: 12,156 shares; 2024Q4: 18,635 shares; 2025Q1: 19,661 shares; 2025Q2: 21,631 shares; 2025Q3: 22,849 shares; 2025Q4: 23,282 shares; 2026Q1: 16,607 shares; 2026Q2: 16,086 shares 16,086 $2.07M 0.23% -521 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: 5,705 shares; 2024Q4: 6,187 shares; 2025Q1: 6,806 shares; 2025Q2: 7,051 shares; 2025Q3: 7,687 shares; 2025Q4: 7,821 shares; 2026Q1: 7,992 shares; 2026Q2: 8,151 shares 8,151 $2.05M 0.22% +159 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: 7,021 shares; 2024Q4: 5,451 shares; 2025Q1: 5,994 shares; 2025Q2: 5,588 shares; 2025Q3: 6,229 shares; 2025Q4: 7,164 shares; 2026Q1: 7,374 shares; 2026Q2: 7,837 shares 7,837 $1.99M 0.22% +463 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 reported; 2024Q4: not reported; 2025Q1: 10,669 shares; 2025Q2: 11,121 shares; 2025Q3: 11,645 shares; 2025Q4: 12,087 shares; 2026Q1: 11,902 shares; 2026Q2: 10,318 shares 10,318 $1.96M 0.21% -1,584 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: 1,734 shares; 2024Q4: 1,722 shares; 2025Q1: 2,026 shares; 2025Q2: 2,128 shares; 2025Q3: 2,080 shares; 2025Q4: 2,038 shares; 2026Q1: 2,207 shares; 2026Q2: 2,056 shares 2,056 $1.92M 0.21% -151 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: 6,027 shares; 2024Q4: 7,076 shares; 2025Q1: 6,644 shares; 2025Q2: 6,572 shares; 2025Q3: 5,223 shares; 2025Q4: 5,163 shares; 2026Q1: 4,819 shares; 2026Q2: 5,585 shares 5,585 $1.92M 0.21% +766 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: 6,966 shares; 2024Q4: 6,473 shares; 2025Q1: 6,977 shares; 2025Q2: 7,404 shares; 2025Q3: 7,819 shares; 2025Q4: 8,072 shares; 2026Q1: 7,483 shares; 2026Q2: 6,314 shares 6,314 $1.78M 0.19% -1,169 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: 3,618 shares; 2024Q4: 4,869 shares; 2025Q1: 5,194 shares; 2025Q2: 5,642 shares; 2025Q3: 6,286 shares; 2025Q4: 6,193 shares; 2026Q1: 5,794 shares; 2026Q2: 4,655 shares 4,655 $1.74M 0.19% -1,139 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: not reported; 2024Q4: not reported; 2025Q1: 11,115 shares; 2025Q2: 9,291 shares; 2025Q3: 10,809 shares; 2025Q4: 11,537 shares; 2026Q1: 11,866 shares; 2026Q2: 12,299 shares 12,299 $1.72M 0.19% +433 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: 5,616 shares; 2024Q4: 5,623 shares; 2025Q1: 5,623 shares; 2025Q2: 5,623 shares; 2025Q3: 5,626 shares; 2025Q4: 5,632 shares; 2026Q1: 6,159 shares; 2026Q2: 6,159 shares 6,159 $1.69M 0.18% 0 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: 2,503 shares; 2024Q4: 2,324 shares; 2025Q1: 1,792 shares; 2025Q2: 1,693 shares; 2025Q3: 2,208 shares; 2025Q4: 2,728 shares; 2026Q1: 3,762 shares; 2026Q2: 4,005 shares 4,005 $1.66M 0.18% +243 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: 1,245 shares; 2024Q4: 2,005 shares; 2025Q1: 3,101 shares; 2025Q2: 5,083 shares; 2025Q3: 5,136 shares; 2025Q4: 5,616 shares; 2026Q1: 5,369 shares; 2026Q2: 7,237 shares 7,237 $1.58M 0.17% +1,868 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: 1,931 shares; 2024Q4: 2,056 shares; 2025Q1: 2,209 shares; 2025Q2: 2,437 shares; 2025Q3: 2,573 shares; 2025Q4: 2,580 shares; 2026Q1: 3,111 shares; 2026Q2: 2,931 shares 2,931 $1.51M 0.16% -180 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,048 shares; 2024Q4: 19,121 shares; 2025Q1: 12,347 shares; 2025Q2: 11,927 shares; 2025Q3: 11,975 shares; 2025Q4: 9,892 shares; 2026Q1: 8,659 shares; 2026Q2: 8,589 shares 8,589 $1.49M 0.16% -70 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: 25,271 shares; 2024Q4: 25,789 shares; 2025Q1: 24,321 shares; 2025Q2: 23,691 shares; 2025Q3: 27,175 shares; 2025Q4: 28,455 shares; 2026Q1: 27,606 shares; 2026Q2: 26,056 shares 26,056 $1.48M 0.16% -1,550 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: 9,999 shares; 2024Q4: 9,274 shares; 2025Q1: 10,795 shares; 2025Q2: 10,177 shares; 2025Q3: 15,015 shares; 2025Q4: 16,471 shares; 2026Q1: 16,460 shares; 2026Q2: 10,782 shares 10,782 $1.47M 0.16% -5,678 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: 7,158 shares; 2024Q4: 7,324 shares; 2025Q1: 7,690 shares; 2025Q2: 8,111 shares; 2025Q3: 8,230 shares; 2025Q4: 8,894 shares; 2026Q1: 9,438 shares; 2026Q2: 8,237 shares 8,237 $1.45M 0.16% -1,201 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: 2,270 shares; 2025Q4: 2,357 shares; 2026Q1: 2,414 shares; 2026Q2: 3,287 shares 3,287 $1.42M 0.16% +873 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: 463 shares; 2024Q4: 583 shares; 2025Q1: 570 shares; 2025Q2: 547 shares; 2025Q3: 1,111 shares; 2025Q4: 1,107 shares; 2026Q1: 733 shares; 2026Q2: 714 shares 714 $1.42M 0.16% -19 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: 845 shares; 2024Q4: 1,016 shares; 2025Q1: 983 shares; 2025Q2: 1,011 shares; 2025Q3: 1,210 shares; 2025Q4: 1,242 shares; 2026Q1: 1,304 shares; 2026Q2: 1,187 shares 1,187 $1.4M 0.15% -117 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: 10,792 shares; 2024Q4: 10,788 shares; 2025Q1: 10,169 shares; 2025Q2: 10,576 shares; 2025Q3: 12,132 shares; 2025Q4: 12,455 shares; 2026Q1: 12,336 shares; 2026Q2: 11,640 shares 11,640 $1.37M 0.15% -696 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: 1,074 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,824 shares; 2025Q4: 2,404 shares; 2026Q1: 1,306 shares; 2026Q2: 1,844 shares 1,844 $1.33M 0.15% +538 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: 1,412 shares; 2024Q4: 2,631 shares; 2025Q1: 2,698 shares; 2025Q2: 2,659 shares; 2025Q3: 2,754 shares; 2025Q4: 2,792 shares; 2026Q1: 3,311 shares; 2026Q2: 3,779 shares 3,779 $1.29M 0.14% +468 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: 9,128 shares; 2024Q4: 9,485 shares; 2025Q1: 9,114 shares; 2025Q2: 9,231 shares; 2025Q3: 8,985 shares; 2025Q4: 9,660 shares; 2026Q1: 8,981 shares; 2026Q2: 8,261 shares 8,261 $1.21M 0.13% -720 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: 11,898 shares; 2024Q4: 11,934 shares; 2025Q1: 12,464 shares; 2025Q2: 13,713 shares; 2025Q3: 14,401 shares; 2025Q4: 15,334 shares; 2026Q1: 15,762 shares; 2026Q2: 14,806 shares 14,806 $1.2M 0.13% -956 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: 1,556 shares; 2024Q4: 1,610 shares; 2025Q1: 1,820 shares; 2025Q2: 1,872 shares; 2025Q3: 2,160 shares; 2025Q4: 2,210 shares; 2026Q1: 2,030 shares; 2026Q2: 1,780 shares 1,780 $1.17M 0.13% -250 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: 3,266 shares; 2024Q4: 3,529 shares; 2025Q1: 3,467 shares; 2025Q2: 3,451 shares; 2025Q3: 3,600 shares; 2025Q4: 3,529 shares; 2026Q1: 3,641 shares; 2026Q2: 3,310 shares 3,310 $1.17M 0.13% -331 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 reported; 2024Q4: not reported; 2025Q1: 899 shares; 2025Q2: 948 shares; 2025Q3: 909 shares; 2025Q4: 925 shares; 2026Q1: 931 shares; 2026Q2: 1,548 shares 1,548 $1.14M 0.12% +617 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: 3,082 shares; 2024Q4: 2,868 shares; 2025Q1: 2,903 shares; 2025Q2: 3,085 shares; 2025Q3: 3,096 shares; 2025Q4: 3,078 shares; 2026Q1: 3,253 shares; 2026Q2: 3,462 shares 3,462 $1.03M 0.11% +209 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: 3,038 shares; 2024Q4: 3,071 shares; 2025Q1: 2,709 shares; 2025Q2: 3,433 shares; 2025Q3: 3,425 shares; 2025Q4: 3,498 shares; 2026Q1: 3,347 shares; 2026Q2: 3,345 shares 3,345 $1.01M 0.11% -2 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: 858 shares; 2024Q4: 785 shares; 2025Q1: 852 shares; 2025Q2: 788 shares; 2025Q3: 655 shares; 2025Q4: 324 shares; 2026Q1: 328 shares; 2026Q2: 3,252 shares 3,252 $981K 0.11% +2,924 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,469 shares; 2024Q4: 4,616 shares; 2025Q1: 4,715 shares; 2025Q2: 5,131 shares; 2025Q3: 5,325 shares; 2025Q4: 5,251 shares; 2026Q1: 5,500 shares; 2026Q2: 5,118 shares 5,118 $926K 0.1% -382 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: 469 shares; 2024Q4: 454 shares; 2025Q1: 505 shares; 2025Q2: 942 shares; 2025Q3: 952 shares; 2025Q4: 976 shares; 2026Q1: 977 shares; 2026Q2: 1,212 shares 1,212 $905K 0.1% +235 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: 3,248 shares; 2024Q4: 3,952 shares; 2025Q1: 4,141 shares; 2025Q2: 3,767 shares; 2025Q3: 5,424 shares; 2025Q4: 5,298 shares; 2026Q1: 5,620 shares; 2026Q2: 5,040 shares 5,040 $835K 0.09% -580 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: 2,694 shares; 2024Q4: 3,601 shares; 2025Q1: 4,513 shares; 2025Q2: 4,776 shares; 2025Q3: 4,858 shares; 2025Q4: 4,475 shares; 2026Q1: 2,601 shares; 2026Q2: 2,286 shares 2,286 $828K 0.09% -315 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: 3,659 shares; 2024Q4: 3,057 shares; 2025Q1: 3,160 shares; 2025Q2: 5,335 shares; 2025Q3: 5,378 shares; 2025Q4: 5,657 shares; 2026Q1: 2,262 shares; 2026Q2: 1,703 shares 1,703 $813K 0.09% -559 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: 635 shares; 2024Q4: 619 shares; 2025Q1: 677 shares; 2025Q2: 855 shares; 2025Q3: 958 shares; 2025Q4: 8,177 shares; 2026Q1: 12,367 shares; 2026Q2: 11,143 shares 11,143 $796K 0.09% -1,224 Timeline RPG 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: 12,156 shares; 2024Q4: 12,171 shares; 2025Q1: 12,180 shares; 2025Q2: 12,188 shares; 2025Q3: 12,199 shares; 2025Q4: 12,200 shares; 2026Q1: 12,205 shares; 2026Q2: 12,209 shares 12,209 $780K 0.09% +4 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: 1,507 shares; 2024Q4: 2,074 shares; 2025Q1: 2,066 shares; 2025Q2: 2,773 shares; 2025Q3: 3,381 shares; 2025Q4: 3,759 shares; 2026Q1: 4,750 shares; 2026Q2: 5,303 shares 5,303 $777K 0.09% +553 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,222 shares; 2025Q1: 2,245 shares; 2025Q2: 3,229 shares; 2025Q3: 3,363 shares; 2025Q4: 3,451 shares; 2026Q1: 3,938 shares; 2026Q2: 3,590 shares 3,590 $750K 0.08% -348 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,671 shares; 2025Q4: 2,644 shares; 2026Q1: 2,994 shares; 2026Q2: 2,829 shares 2,829 $723K 0.08% -165 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: 61,152 shares; 2025Q2: 57,001 shares; 2025Q3: 54,795 shares; 2025Q4: 39,303 shares; 2026Q1: 38,702 shares; 2026Q2: 39,561 shares 39,561 $707K 0.08% +859 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: 727 shares; 2026Q1: 745 shares; 2026Q2: 729 shares 729 $703K 0.08% -16 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,508 shares; 2025Q2: 8,417 shares; 2025Q3: 7,966 shares; 2025Q4: 7,979 shares; 2026Q1: 8,151 shares; 2026Q2: 7,935 shares 7,935 $700K 0.08% -216 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: 7,537 shares; 2024Q4: 8,101 shares; 2025Q1: 9,810 shares; 2025Q2: 10,081 shares; 2025Q3: 8,224 shares; 2025Q4: 8,400 shares; 2026Q1: 9,091 shares; 2026Q2: 9,054 shares 9,054 $673K 0.07% -37 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: 983 shares; 2026Q2: 1,045 shares 1,045 $667K 0.07% +62 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: 23,038 shares; 2024Q4: 12,981 shares; 2025Q1: 10,189 shares; 2025Q2: 11,065 shares; 2025Q3: 8,386 shares; 2025Q4: 5,636 shares; 2026Q1: not reported; 2026Q2: 2,207 shares 2,207 $657K 0.07% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,220 shares; 2025Q3: 1,180 shares; 2025Q4: 1,041 shares; 2026Q1: 870 shares; 2026Q2: 860 shares 860 $656K 0.07% -10 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 399 shares; 2025Q1: 391 shares; 2025Q2: 443 shares; 2025Q3: 456 shares; 2025Q4: 511 shares; 2026Q1: 535 shares; 2026Q2: 636 shares 636 $643K 0.07% +101 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: 8,407 shares; 2024Q4: 17,143 shares; 2025Q1: 17,037 shares; 2025Q2: 18,334 shares; 2025Q3: 18,366 shares; 2025Q4: 18,313 shares; 2026Q1: 16,798 shares; 2026Q2: 17,250 shares 17,250 $623K 0.07% +452 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,925 shares; 2025Q2: 3,389 shares; 2025Q3: 3,548 shares; 2025Q4: 3,916 shares; 2026Q1: 3,859 shares; 2026Q2: 4,427 shares 4,427 $620K 0.07% +568 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: 6,619 shares; 2024Q4: 7,306 shares; 2025Q1: 7,543 shares; 2025Q2: 6,717 shares; 2025Q3: 6,958 shares; 2025Q4: 6,574 shares; 2026Q1: 6,181 shares; 2026Q2: 6,409 shares 6,409 $617K 0.07% +228 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,211 shares; 2024Q4: 6,211 shares; 2025Q1: 6,007 shares; 2025Q2: 5,219 shares; 2025Q3: 5,223 shares; 2025Q4: 6,412 shares; 2026Q1: 6,895 shares; 2026Q2: 6,923 shares 6,923 $613K 0.07% +28 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: 23,637 shares; 2024Q4: 25,129 shares; 2025Q1: 31,116 shares; 2025Q2: 35,862 shares; 2025Q3: 33,602 shares; 2025Q4: 30,437 shares; 2026Q1: 31,509 shares; 2026Q2: 29,318 shares 29,318 $607K 0.07% -2,191 Timeline CVNA CARVANA CO More: the full row for CARVANA 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: 1,634 shares; 2026Q2: 9,031 shares 9,031 $594K 0.07% +7,397 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: 2,071 shares; 2024Q4: 2,300 shares; 2025Q1: 2,678 shares; 2025Q2: 3,084 shares; 2025Q3: 3,449 shares; 2025Q4: 3,796 shares; 2026Q1: 3,802 shares; 2026Q2: 3,875 shares 3,875 $587K 0.06% +73 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: 620 shares; 2024Q4: 1,441 shares; 2025Q1: 1,666 shares; 2025Q2: 1,700 shares; 2025Q3: 1,466 shares; 2025Q4: 1,490 shares; 2026Q1: 839 shares; 2026Q2: 812 shares 812 $579K 0.06% -27 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,048 shares; 2024Q4: 5,055 shares; 2025Q1: 4,793 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 6,061 shares; 2026Q1: 4,878 shares; 2026Q2: 5,865 shares 5,865 $566K 0.06% +987 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: 1,638 shares; 2024Q4: 1,935 shares; 2025Q1: 2,025 shares; 2025Q2: 1,809 shares; 2025Q3: 1,868 shares; 2025Q4: 1,981 shares; 2026Q1: 2,157 shares; 2026Q2: 2,020 shares 2,020 $550K 0.06% -137 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: 1,758 shares; 2024Q4: 1,827 shares; 2025Q1: 1,785 shares; 2025Q2: 1,839 shares; 2025Q3: 1,835 shares; 2025Q4: 1,924 shares; 2026Q1: 1,968 shares; 2026Q2: 2,440 shares 2,440 $546K 0.06% +472 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 reported; 2024Q4: 4,740 shares; 2025Q1: 5,362 shares; 2025Q2: 5,309 shares; 2025Q3: 5,876 shares; 2025Q4: 5,474 shares; 2026Q1: 4,323 shares; 2026Q2: 4,650 shares 4,650 $543K 0.06% +327 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE 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: 2,135 shares; 2025Q4: 2,226 shares; 2026Q1: 2,215 shares; 2026Q2: 4,085 shares 4,085 $541K 0.06% +1,870 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,322 shares; 2024Q4: 3,400 shares; 2025Q1: 4,141 shares; 2025Q2: 5,020 shares; 2025Q3: 5,700 shares; 2025Q4: 5,457 shares; 2026Q1: 4,772 shares; 2026Q2: 4,252 shares 4,252 $538K 0.06% -520 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: 7,646 shares; 2024Q4: 7,666 shares; 2025Q1: 7,684 shares; 2025Q2: 7,563 shares; 2025Q3: 7,548 shares; 2025Q4: 6,051 shares; 2026Q1: 6,045 shares; 2026Q2: 6,062 shares 6,062 $533K 0.06% +17 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: 1,767 shares; 2024Q4: 2,188 shares; 2025Q1: 2,190 shares; 2025Q2: 2,225 shares; 2025Q3: 2,745 shares; 2025Q4: 2,243 shares; 2026Q1: 2,537 shares; 2026Q2: 3,239 shares 3,239 $532K 0.06% +702 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,275 shares; 2024Q4: 3,142 shares; 2025Q1: 3,546 shares; 2025Q2: 3,698 shares; 2025Q3: 3,645 shares; 2025Q4: 2,885 shares; 2026Q1: 1,501 shares; 2026Q2: 1,569 shares 1,569 $531K 0.06% +68 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,533 shares; 2024Q4: 2,588 shares; 2025Q1: 2,969 shares; 2025Q2: 3,194 shares; 2025Q3: 3,219 shares; 2025Q4: 2,922 shares; 2026Q1: 2,471 shares; 2026Q2: 1,944 shares 1,944 $525K 0.06% -527 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: 14,942 shares; 2024Q4: 14,824 shares; 2025Q1: 16,977 shares; 2025Q2: 19,874 shares; 2025Q3: 23,604 shares; 2025Q4: 23,137 shares; 2026Q1: 23,682 shares; 2026Q2: 21,634 shares 21,634 $521K 0.06% -2,048 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: 8,923 shares; 2024Q4: 10,864 shares; 2025Q1: 14,192 shares; 2025Q2: 15,869 shares; 2025Q3: 15,441 shares; 2025Q4: 15,354 shares; 2026Q1: 8,514 shares; 2026Q2: 7,001 shares 7,001 $513K 0.06% -1,513 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: 1,655 shares; 2024Q4: 1,472 shares; 2025Q1: 1,397 shares; 2025Q2: 663 shares; 2025Q3: 744 shares; 2025Q4: 849 shares; 2026Q1: 1,205 shares; 2026Q2: 1,008 shares 1,008 $506K 0.06% -197 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,070 shares; 2024Q4: 6,195 shares; 2025Q1: 5,473 shares; 2025Q2: 5,682 shares; 2025Q3: 5,871 shares; 2025Q4: 5,796 shares; 2026Q1: 5,721 shares; 2026Q2: 5,414 shares 5,414 $502K 0.05% -307 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: 2,985 shares; 2024Q4: 5,158 shares; 2025Q1: 6,451 shares; 2025Q2: 6,868 shares; 2025Q3: 8,231 shares; 2025Q4: 6,347 shares; 2026Q1: 3,479 shares; 2026Q2: 2,663 shares 2,663 $492K 0.05% -816 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: 4,134 shares; 2024Q4: 3,933 shares; 2025Q1: 3,248 shares; 2025Q2: 3,199 shares; 2025Q3: 3,886 shares; 2025Q4: 3,913 shares; 2026Q1: 3,894 shares; 2026Q2: 3,585 shares 3,585 $485K 0.05% -309 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 502 shares; 2025Q2: 630 shares; 2025Q3: 558 shares; 2025Q4: 558 shares; 2026Q1: 774 shares; 2026Q2: 762 shares 762 $483K 0.05% -12 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,750 shares; 2025Q1: 2,387 shares; 2025Q2: 2,838 shares; 2025Q3: 3,435 shares; 2025Q4: 3,486 shares; 2026Q1: 1,695 shares; 2026Q2: 1,404 shares 1,404 $478K 0.05% -291 Timeline CLUB EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED 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: 18,819 shares 18,819 $468K 0.05% new Timeline FLEX FLEX LTD More: the full row for FLEX 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: 3,676 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,865 shares 2,865 $464K 0.05% new 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: 567 shares; 2024Q4: 1,154 shares; 2025Q1: 1,173 shares; 2025Q2: 1,132 shares; 2025Q3: 1,141 shares; 2025Q4: 947 shares; 2026Q1: 928 shares; 2026Q2: 882 shares 882 $462K 0.05% -46 Timeline RSPE 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: 10,448 shares; 2024Q4: 11,034 shares; 2025Q1: 12,177 shares; 2025Q2: 13,127 shares; 2025Q3: 13,182 shares; 2025Q4: 13,680 shares; 2026Q1: 13,735 shares; 2026Q2: 13,456 shares 13,456 $456K 0.05% -279 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: 911 shares; 2024Q4: 535 shares; 2025Q1: 708 shares; 2025Q2: 630 shares; 2025Q3: 696 shares; 2025Q4: 549 shares; 2026Q1: 873 shares; 2026Q2: 876 shares 876 $455K 0.05% +3 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,886 shares; 2026Q1: not reported; 2026Q2: 6,656 shares 6,656 $437K 0.05% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 854 shares; 2025Q3: 887 shares; 2025Q4: 1,001 shares; 2026Q1: 1,105 shares; 2026Q2: 1,099 shares 1,099 $437K 0.05% -6 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: 2,700 shares; 2024Q4: 2,757 shares; 2025Q1: 2,787 shares; 2025Q2: 2,786 shares; 2025Q3: 2,913 shares; 2025Q4: 2,963 shares; 2026Q1: 3,175 shares; 2026Q2: 3,111 shares 3,111 $426K 0.05% -64 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: 489 shares; 2024Q4: 499 shares; 2025Q1: 507 shares; 2025Q2: 480 shares; 2025Q3: 474 shares; 2025Q4: 496 shares; 2026Q1: 462 shares; 2026Q2: 435 shares 435 $425K 0.05% -27 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: 4,305 shares; 2024Q4: 4,669 shares; 2025Q1: 4,355 shares; 2025Q2: 3,867 shares; 2025Q3: 4,037 shares; 2025Q4: 4,687 shares; 2026Q1: 5,011 shares; 2026Q2: 4,800 shares 4,800 $421K 0.05% -211 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,467 shares; 2025Q3: 1,677 shares; 2025Q4: 1,825 shares; 2026Q1: 2,045 shares; 2026Q2: 1,945 shares 1,945 $421K 0.05% -100 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,311 shares; 2025Q1: 5,357 shares; 2025Q2: 5,221 shares; 2025Q3: 5,215 shares; 2025Q4: 5,250 shares; 2026Q1: 5,560 shares; 2026Q2: 6,550 shares 6,550 $420K 0.05% +990 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 927 shares; 2024Q4: 928 shares; 2025Q1: 867 shares; 2025Q2: 825 shares; 2025Q3: 713 shares; 2025Q4: 606 shares; 2026Q1: 310 shares; 2026Q2: 298 shares 298 $412K 0.05% -12 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,697 shares; 2024Q4: 1,789 shares; 2025Q1: 1,803 shares; 2025Q2: 1,837 shares; 2025Q3: 1,886 shares; 2025Q4: 1,858 shares; 2026Q1: 2,400 shares; 2026Q2: 2,445 shares 2,445 $410K 0.04% +45 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: 4,578 shares; 2024Q4: 4,574 shares; 2025Q1: 4,572 shares; 2025Q2: 4,255 shares; 2025Q3: 4,255 shares; 2025Q4: 4,255 shares; 2026Q1: 4,255 shares; 2026Q2: 4,255 shares 4,255 $406K 0.04% 0 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: 1,964 shares; 2024Q4: 1,964 shares; 2025Q1: 2,049 shares; 2025Q2: 2,305 shares; 2025Q3: 2,306 shares; 2025Q4: 2,542 shares; 2026Q1: 2,415 shares; 2026Q2: 2,726 shares 2,726 $404K 0.04% +311 Timeline DFAX 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: 8,471 shares; 2024Q4: 8,515 shares; 2025Q1: 8,174 shares; 2025Q2: 7,297 shares; 2025Q3: 10,051 shares; 2025Q4: 10,079 shares; 2026Q1: 10,917 shares; 2026Q2: 10,935 shares 10,935 $403K 0.04% +18 Timeline GENM SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES 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: 36,535 shares; 2026Q2: 38,486 shares 38,486 $396K 0.04% +1,951 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 169 shares 169 $384K 0.04% new 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: not reported; 2024Q4: 4,281 shares; 2025Q1: 3,064 shares; 2025Q2: 3,415 shares; 2025Q3: 3,655 shares; 2025Q4: 3,982 shares; 2026Q1: 3,799 shares; 2026Q2: 4,595 shares 4,595 $380K 0.04% +796 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 507 shares; 2026Q2: 516 shares 516 $372K 0.04% +9 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: not reported; 2025Q1: not reported; 2025Q2: 1,853 shares; 2025Q3: 2,129 shares; 2025Q4: 2,661 shares; 2026Q1: 2,886 shares; 2026Q2: 2,940 shares 2,940 $371K 0.04% +54 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,452 shares; 2025Q4: not reported; 2026Q1: 1,600 shares; 2026Q2: 859 shares 859 $371K 0.04% -741 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,362 shares; 2024Q4: 2,412 shares; 2025Q1: 2,624 shares; 2025Q2: 2,562 shares; 2025Q3: 2,535 shares; 2025Q4: 2,449 shares; 2026Q1: 2,580 shares; 2026Q2: 2,178 shares 2,178 $371K 0.04% -402 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: 4,290 shares; 2024Q4: 4,302 shares; 2025Q1: 4,304 shares; 2025Q2: 4,310 shares; 2025Q3: 4,702 shares; 2025Q4: 4,327 shares; 2026Q1: 4,328 shares; 2026Q2: 4,332 shares 4,332 $363K 0.04% +4 Timeline GRID 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: 1,845 shares; 2025Q4: 1,746 shares; 2026Q1: 1,860 shares; 2026Q2: 1,881 shares 1,881 $361K 0.04% +21 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,428 shares; 2024Q4: 4,835 shares; 2025Q1: 4,789 shares; 2025Q2: 4,840 shares; 2025Q3: 4,867 shares; 2025Q4: 4,783 shares; 2026Q1: 4,782 shares; 2026Q2: 4,771 shares 4,771 $345K 0.04% -11 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,669 shares; 2025Q4: 1,705 shares; 2026Q1: 1,864 shares; 2026Q2: 2,024 shares 2,024 $344K 0.04% +160 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: 9,514 shares; 2024Q4: 9,135 shares; 2025Q1: 9,084 shares; 2025Q2: 9,513 shares; 2025Q3: 10,522 shares; 2025Q4: 9,358 shares; 2026Q1: 9,732 shares; 2026Q2: 8,118 shares 8,118 $344K 0.04% -1,614 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: 1,503 shares; 2024Q4: 1,456 shares; 2025Q1: 1,092 shares; 2025Q2: 1,152 shares; 2025Q3: 757 shares; 2025Q4: 730 shares; 2026Q1: 810 shares; 2026Q2: 793 shares 793 $338K 0.04% -17 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: 657 shares; 2024Q4: 700 shares; 2025Q1: 679 shares; 2025Q2: 690 shares; 2025Q3: 610 shares; 2025Q4: 623 shares; 2026Q1: 656 shares; 2026Q2: 674 shares 674 $331K 0.04% +18 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 914 shares; 2024Q4: 903 shares; 2025Q1: 947 shares; 2025Q2: 1,130 shares; 2025Q3: 1,049 shares; 2025Q4: 1,073 shares; 2026Q1: 1,028 shares; 2026Q2: 1,036 shares 1,036 $326K 0.04% +8 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: not reported; 2024Q4: not reported; 2025Q1: 3,943 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,947 shares; 2026Q1: 5,086 shares; 2026Q2: 5,583 shares 5,583 $322K 0.04% +497 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: 2,207 shares; 2024Q4: 2,367 shares; 2025Q1: 2,574 shares; 2025Q2: 2,996 shares; 2025Q3: 2,864 shares; 2025Q4: 2,851 shares; 2026Q1: 2,726 shares; 2026Q2: 3,533 shares 3,533 $321K 0.04% +807 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: 814 shares; 2024Q4: 1,054 shares; 2025Q1: 1,118 shares; 2025Q2: 1,154 shares; 2025Q3: 1,224 shares; 2025Q4: 1,319 shares; 2026Q1: 985 shares; 2026Q2: 803 shares 803 $319K 0.03% -182 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: not reported; 2024Q4: 4,390 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,489 shares; 2025Q4: 4,918 shares; 2026Q1: 5,245 shares; 2026Q2: 5,280 shares 5,280 $319K 0.03% +35 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: 2,667 shares 2,667 $319K 0.03% new 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: 3,762 shares; 2024Q4: 3,775 shares; 2025Q1: 3,784 shares; 2025Q2: 3,794 shares; 2025Q3: 3,803 shares; 2025Q4: 3,811 shares; 2026Q1: 3,821 shares; 2026Q2: 3,830 shares 3,830 $314K 0.03% +9 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: 1,459 shares; 2024Q4: 1,374 shares; 2025Q1: 1,201 shares; 2025Q2: 1,058 shares; 2025Q3: 1,022 shares; 2025Q4: 4,699 shares; 2026Q1: 4,418 shares; 2026Q2: 3,120 shares 3,120 $310K 0.03% -1,298 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: 2,472 shares; 2024Q4: 2,605 shares; 2025Q1: 2,764 shares; 2025Q2: 3,084 shares; 2025Q3: 4,102 shares; 2025Q4: 3,892 shares; 2026Q1: 4,167 shares; 2026Q2: 3,184 shares 3,184 $305K 0.03% -983 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: 5,766 shares; 2024Q4: 4,101 shares; 2025Q1: 3,221 shares; 2025Q2: 3,431 shares; 2025Q3: 2,973 shares; 2025Q4: 3,101 shares; 2026Q1: 1,685 shares; 2026Q2: 1,588 shares 1,588 $302K 0.03% -97 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: 1,966 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,212 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,362 shares; 2026Q2: 3,254 shares 3,254 $298K 0.03% -108 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: 4,503 shares; 2024Q4: 4,777 shares; 2025Q1: 4,688 shares; 2025Q2: 5,526 shares; 2025Q3: 7,890 shares; 2025Q4: 6,843 shares; 2026Q1: 6,722 shares; 2026Q2: 4,131 shares 4,131 $297K 0.03% -2,591 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,186 shares; 2025Q4: 10,193 shares; 2026Q1: 10,199 shares; 2026Q2: 10,204 shares 10,204 $296K 0.03% +5 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42 shares; 2025Q3: 49 shares; 2025Q4: 52 shares; 2026Q1: 48 shares; 2026Q2: 1,614 shares 1,614 $288K 0.03% +1,566 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,882 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,942 shares; 2025Q3: 3,738 shares; 2025Q4: 3,766 shares; 2026Q1: 3,787 shares; 2026Q2: 3,753 shares 3,753 $287K 0.03% -34 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: 706 shares; 2024Q4: 777 shares; 2025Q1: 505 shares; 2025Q2: 624 shares; 2025Q3: 577 shares; 2025Q4: 492 shares; 2026Q1: 576 shares; 2026Q2: 562 shares 562 $287K 0.03% -14 Timeline SKYY 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: 2,588 shares; 2024Q4: 2,326 shares; 2025Q1: 2,245 shares; 2025Q2: 2,325 shares; 2025Q3: 2,325 shares; 2025Q4: 2,325 shares; 2026Q1: 2,289 shares; 2026Q2: 2,128 shares 2,128 $286K 0.03% -161 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: 1,917 shares; 2024Q4: 2,067 shares; 2025Q1: 2,226 shares; 2025Q2: 2,232 shares; 2025Q3: 2,039 shares; 2025Q4: 2,109 shares; 2026Q1: 2,074 shares; 2026Q2: 2,432 shares 2,432 $286K 0.03% +358 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,962 shares; 2026Q2: 7,017 shares 7,017 $281K 0.03% -945 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,570 shares; 2024Q4: 2,733 shares; 2025Q1: 2,467 shares; 2025Q2: 2,255 shares; 2025Q3: 2,096 shares; 2025Q4: 2,139 shares; 2026Q1: 758 shares; 2026Q2: 748 shares 748 $281K 0.03% -10 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS 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: 609 shares; 2026Q2: 613 shares 613 $273K 0.03% +4 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,750 shares; 2025Q1: 2,801 shares; 2025Q2: 2,827 shares; 2025Q3: 2,858 shares; 2025Q4: 2,927 shares; 2026Q1: 3,014 shares; 2026Q2: 3,032 shares 3,032 $271K 0.03% +18 Timeline MKSI MKS INC. More: the full row for MKS 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: 604 shares 604 $269K 0.03% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,776 shares; 2024Q4: 4,488 shares; 2025Q1: 3,812 shares; 2025Q2: 3,732 shares; 2025Q3: 2,741 shares; 2025Q4: 2,744 shares; 2026Q1: 1,146 shares; 2026Q2: 1,227 shares 1,227 $268K 0.03% +81 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,217 shares; 2024Q4: 5,217 shares; 2025Q1: 5,217 shares; 2025Q2: 5,217 shares; 2025Q3: 6,319 shares; 2025Q4: 6,319 shares; 2026Q1: 6,319 shares; 2026Q2: 6,319 shares 6,319 $268K 0.03% 0 Timeline CPRJ 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: 9,645 shares; 2024Q4: 9,645 shares; 2025Q1: 11,082 shares; 2025Q2: 11,082 shares; 2025Q3: 9,645 shares; 2025Q4: 9,645 shares; 2026Q1: 9,645 shares; 2026Q2: 9,645 shares 9,645 $267K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,192 shares; 2026Q1: 2,192 shares; 2026Q2: 2,197 shares 2,197 $267K 0.03% +5 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: 4,407 shares; 2024Q4: 4,407 shares; 2025Q1: 4,407 shares; 2025Q2: 4,407 shares; 2025Q3: 4,407 shares; 2025Q4: 4,407 shares; 2026Q1: 4,407 shares; 2026Q2: 4,407 shares 4,407 $266K 0.03% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,039 shares; 2024Q4: 2,761 shares; 2025Q1: 2,238 shares; 2025Q2: 1,682 shares; 2025Q3: 1,685 shares; 2025Q4: 1,688 shares; 2026Q1: 1,691 shares; 2026Q2: 1,694 shares 1,694 $261K 0.03% +3 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: 1,004 shares; 2026Q2: 1,018 shares 1,018 $260K 0.03% +14 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: 989 shares; 2026Q2: 998 shares 998 $260K 0.03% +9 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,000 shares 4,000 $258K 0.03% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP 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: 2,916 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,917 shares 2,917 $254K 0.03% new Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,771 shares; 2025Q3: 3,771 shares; 2025Q4: 3,771 shares; 2026Q1: not reported; 2026Q2: 2,326 shares 2,326 $252K 0.03% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION 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: 3,619 shares; 2026Q2: 3,665 shares 3,665 $250K 0.03% +46 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: 185 shares; 2026Q2: 183 shares 183 $250K 0.03% -2 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY 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: 9,214 shares; 2026Q1: 9,230 shares; 2026Q2: 9,187 shares 9,187 $245K 0.03% -43 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: 4,480 shares; 2025Q4: 4,375 shares; 2026Q1: 4,386 shares; 2026Q2: 4,396 shares 4,396 $242K 0.03% +10 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,688 shares; 2025Q2: 7,098 shares; 2025Q3: 6,902 shares; 2025Q4: 7,229 shares; 2026Q1: 2,774 shares; 2026Q2: 2,603 shares 2,603 $240K 0.03% -171 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,448 shares; 2026Q1: 2,628 shares; 2026Q2: 2,629 shares 2,629 $238K 0.03% +1 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 832 shares; 2024Q4: not reported; 2025Q1: 643 shares; 2025Q2: 687 shares; 2025Q3: 728 shares; 2025Q4: 749 shares; 2026Q1: 684 shares; 2026Q2: 609 shares 609 $238K 0.03% -75 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: 3,007 shares; 2025Q1: 3,629 shares; 2025Q2: 4,609 shares; 2025Q3: 4,137 shares; 2025Q4: 3,487 shares; 2026Q1: not reported; 2026Q2: 912 shares 912 $237K 0.03% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,939 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,293 shares 2,293 $237K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 343 shares; 2025Q4: 443 shares; 2026Q1: 470 shares; 2026Q2: 312 shares 312 $236K 0.03% -158 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,108 shares; 2025Q3: 2,524 shares; 2025Q4: 2,654 shares; 2026Q1: 2,203 shares; 2026Q2: 2,057 shares 2,057 $235K 0.03% -146 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 802 shares; 2026Q2: 745 shares 745 $234K 0.03% -57 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR 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: 580 shares 580 $233K 0.03% new 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: not reported; 2026Q2: 691 shares 691 $231K 0.03% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,042 shares; 2026Q1: 3,044 shares; 2026Q2: 2,985 shares 2,985 $230K 0.03% -59 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: 445 shares; 2025Q1: 518 shares; 2025Q2: 582 shares; 2025Q3: 604 shares; 2025Q4: 508 shares; 2026Q1: 260 shares; 2026Q2: 236 shares 236 $227K 0.02% -24 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: 731 shares; 2024Q4: 1,142 shares; 2025Q1: 1,439 shares; 2025Q2: 1,292 shares; 2025Q3: 1,207 shares; 2025Q4: 1,343 shares; 2026Q1: 1,718 shares; 2026Q2: 1,443 shares 1,443 $226K 0.02% -275 Timeline CLIP 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: 2,451 shares; 2025Q2: 354,039 shares; 2025Q3: 400,210 shares; 2025Q4: 355,079 shares; 2026Q1: 2,745 shares; 2026Q2: 2,212 shares 2,212 $222K 0.02% -533 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,038 shares; 2024Q4: 9,291 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,237 shares; 2026Q1: 5,219 shares; 2026Q2: 5,219 shares 5,219 $221K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 453 shares 453 $219K 0.02% new Timeline EVUS 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: 6,233 shares 6,233 $219K 0.02% new 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: 3,082 shares 3,082 $216K 0.02% new Timeline CPNJ 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: not reported; 2026Q2: 7,760 shares 7,760 $214K 0.02% new 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: 1,667 shares; 2025Q3: 1,789 shares; 2025Q4: 1,777 shares; 2026Q1: 1,671 shares; 2026Q2: 1,067 shares 1,067 $214K 0.02% -604 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: not reported; 2026Q1: not reported; 2026Q2: 698 shares 698 $214K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 723 shares; 2025Q4: 745 shares; 2026Q1: 793 shares; 2026Q2: 597 shares 597 $211K 0.02% -196 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: 5,073 shares; 2025Q3: 5,073 shares; 2025Q4: 4,778 shares; 2026Q1: not reported; 2026Q2: 4,001 shares 4,001 $211K 0.02% new Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV 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: 7,981 shares 7,981 $207K 0.02% new Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,795 shares; 2024Q4: 2,804 shares; 2025Q1: 2,810 shares; 2025Q2: not reported; 2025Q3: 2,753 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,189 shares 2,189 $206K 0.02% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN 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: 3,272 shares 3,272 $206K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 360 shares; 2025Q4: 384 shares; 2026Q1: 397 shares; 2026Q2: 402 shares 402 $205K 0.02% +5 Timeline CRPT 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: 17,974 shares; 2024Q4: 18,142 shares; 2025Q1: 19,032 shares; 2025Q2: 17,906 shares; 2025Q3: 17,906 shares; 2025Q4: 17,975 shares; 2026Q1: 18,006 shares; 2026Q2: 18,006 shares 18,006 $205K 0.02% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS 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: 1,632 shares; 2026Q2: 1,501 shares 1,501 $203K 0.02% -131 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,793 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,867 shares; 2025Q3: 1,864 shares; 2025Q4: not reported; 2026Q1: 1,631 shares; 2026Q2: 1,567 shares 1,567 $203K 0.02% -64 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: 10,386 shares; 2024Q4: 10,663 shares; 2025Q1: 9,576 shares; 2025Q2: 8,005 shares; 2025Q3: 7,740 shares; 2025Q4: 7,735 shares; 2026Q1: 3,485 shares; 2026Q2: 2,816 shares 2,816 $203K 0.02% -669 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,284 shares; 2026Q2: 1,200 shares 1,200 $203K 0.02% -84 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: not reported; 2025Q4: not reported; 2026Q1: 1,210 shares; 2026Q2: 953 shares 953 $203K 0.02% -257 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 825 shares 825 $202K 0.02% new Timeline DFAT 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: 2,890 shares 2,890 $202K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,385 shares; 2025Q3: 3,307 shares; 2025Q4: 3,307 shares; 2026Q1: 3,409 shares; 2026Q2: 2,661 shares 2,661 $201K 0.02% -748 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,415 shares; 2026Q2: 12,292 shares 12,292 $171K 0.02% +877 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,511 shares; 2024Q4: 31,511 shares; 2025Q1: 31,511 shares; 2025Q2: 23,415 shares; 2025Q3: 23,415 shares; 2025Q4: 23,415 shares; 2026Q1: 23,702 shares; 2026Q2: 23,415 shares 23,415 $41K <0.01% -287 Timeline