IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,608 shares; 2024Q4: 23,135 shares; 2025Q1: 22,651 shares; 2025Q2: 23,050 shares; 2025Q3: 23,579 shares; 2025Q4: 24,282 shares; 2026Q1: 23,850 shares; 2026Q2: 23,769 shares 23,769 $17.8M 11.39% -81 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: 79,065 shares; 2024Q4: 78,369 shares; 2025Q1: 66,199 shares; 2025Q2: 66,199 shares; 2025Q3: 66,789 shares; 2025Q4: 71,911 shares; 2026Q1: 72,105 shares; 2026Q2: 73,207 shares 73,207 $17.3M 11.08% +1,102 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: 24,933 shares; 2024Q4: 24,933 shares; 2025Q1: 23,962 shares; 2025Q2: 23,711 shares; 2025Q3: 23,731 shares; 2025Q4: 23,733 shares; 2026Q1: 23,459 shares; 2026Q2: 22,763 shares 22,763 $6.19M 3.96% -696 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: 18,856 shares; 2024Q4: 18,642 shares; 2025Q1: 17,538 shares; 2025Q2: 17,484 shares; 2025Q3: 17,286 shares; 2025Q4: 16,301 shares; 2026Q1: 16,307 shares; 2026Q2: 15,684 shares 15,684 $5.85M 3.74% -623 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: 21,449 shares; 2024Q4: 20,401 shares; 2025Q1: 19,158 shares; 2025Q2: 19,636 shares; 2025Q3: 19,530 shares; 2025Q4: 19,202 shares; 2026Q1: 18,678 shares; 2026Q2: 18,088 shares 18,088 $5.23M 3.35% -590 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: 17,276 shares; 2024Q4: 18,340 shares; 2025Q1: 18,811 shares; 2025Q2: 19,392 shares; 2025Q3: 19,414 shares; 2025Q4: 19,434 shares; 2026Q1: 19,456 shares; 2026Q2: 19,475 shares 19,475 $4.14M 2.65% +19 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: 10,639 shares; 2024Q4: 10,999 shares; 2025Q1: 9,945 shares; 2025Q2: 9,949 shares; 2025Q3: 9,953 shares; 2025Q4: 9,848 shares; 2026Q1: 9,886 shares; 2026Q2: 9,084 shares 9,084 $3.25M 2.08% -802 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: 251,226 shares; 2024Q4: 251,226 shares; 2025Q1: 128,230 shares; 2025Q2: 128,230 shares; 2025Q3: 129,645 shares; 2025Q4: 129,079 shares; 2026Q1: 129,124 shares; 2026Q2: 152,962 shares 152,962 $3.17M 2.02% +23,838 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: 9,656 shares; 2024Q4: 9,218 shares; 2025Q1: 9,296 shares; 2025Q2: 9,281 shares; 2025Q3: 9,292 shares; 2025Q4: 9,255 shares; 2026Q1: 9,239 shares; 2026Q2: 9,540 shares 9,540 $3.12M 2% +301 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: 22,764 shares; 2025Q1: 29,549 shares; 2025Q2: 35,450 shares; 2025Q3: 74,732 shares; 2025Q4: 93,108 shares; 2026Q1: 99,467 shares; 2026Q2: 102,614 shares 102,614 $2.72M 1.74% +3,147 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: 3,754 shares; 2024Q4: 3,790 shares; 2025Q1: 3,490 shares; 2025Q2: 3,492 shares; 2025Q3: 3,510 shares; 2025Q4: 3,513 shares; 2026Q1: 3,515 shares; 2026Q2: 3,615 shares 3,615 $2.66M 1.7% +100 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: 6,936 shares; 2024Q4: 6,910 shares; 2025Q1: 6,919 shares; 2025Q2: 6,919 shares; 2025Q3: 6,926 shares; 2025Q4: 6,933 shares; 2026Q1: 6,941 shares; 2026Q2: 6,976 shares 6,976 $2.58M 1.65% +35 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: 2,308 shares; 2024Q4: 2,214 shares; 2025Q1: 2,207 shares; 2025Q2: 2,208 shares; 2025Q3: 2,060 shares; 2025Q4: 2,061 shares; 2026Q1: 2,068 shares; 2026Q2: 2,072 shares 2,072 $2.48M 1.59% +4 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: 14,491 shares; 2024Q4: 15,079 shares; 2025Q1: 14,986 shares; 2025Q2: 14,986 shares; 2025Q3: 14,986 shares; 2025Q4: 14,986 shares; 2026Q1: 14,986 shares; 2026Q2: 14,973 shares 14,973 $2.35M 1.5% -13 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,320 shares; 2024Q4: 16,506 shares; 2025Q1: 16,582 shares; 2025Q2: 19,693 shares; 2025Q3: 19,797 shares; 2025Q4: 19,930 shares; 2026Q1: 20,029 shares; 2026Q2: 21,970 shares 21,970 $2.16M 1.38% +1,941 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: 7,760 shares; 2024Q4: 7,661 shares; 2025Q1: 7,464 shares; 2025Q2: 7,355 shares; 2025Q3: 6,865 shares; 2025Q4: 6,041 shares; 2026Q1: 5,871 shares; 2026Q2: 5,412 shares 5,412 $2.04M 1.31% -459 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: 11,668 shares; 2024Q4: 10,264 shares; 2025Q1: 8,547 shares; 2025Q2: 8,548 shares; 2025Q3: 8,548 shares; 2025Q4: 8,860 shares; 2026Q1: 8,973 shares; 2026Q2: 9,918 shares 9,918 $1.98M 1.27% +945 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,422 shares; 2024Q4: 9,437 shares; 2025Q1: 7,559 shares; 2025Q2: 6,963 shares; 2025Q3: 6,970 shares; 2025Q4: 6,954 shares; 2026Q1: 6,487 shares; 2026Q2: 6,456 shares 6,456 $1.94M 1.24% -31 Timeline FDN 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: 6,705 shares; 2024Q4: 6,705 shares; 2025Q1: 6,705 shares; 2025Q2: 6,705 shares; 2025Q3: 6,705 shares; 2025Q4: 6,305 shares; 2026Q1: 6,305 shares; 2026Q2: 6,343 shares 6,343 $1.68M 1.07% +38 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: not reported; 2025Q3: 1,438 shares; 2025Q4: 1,438 shares; 2026Q1: 1,447 shares; 2026Q2: 1,449 shares 1,449 $1.67M 1.07% +2 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,886 shares; 2024Q4: 17,182 shares; 2025Q1: 16,221 shares; 2025Q2: 16,263 shares; 2025Q3: 16,300 shares; 2025Q4: 16,806 shares; 2026Q1: 16,836 shares; 2026Q2: 17,183 shares 17,183 $1.64M 1.05% +347 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: 36,573 shares; 2024Q4: 35,609 shares; 2025Q1: 23,328 shares; 2025Q2: 23,494 shares; 2025Q3: 23,527 shares; 2025Q4: 23,509 shares; 2026Q1: 23,546 shares; 2026Q2: 27,167 shares 27,167 $1.55M 0.99% +3,621 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: 27,032 shares; 2024Q4: 29,412 shares; 2025Q1: 29,429 shares; 2025Q2: 29,553 shares; 2025Q3: 32,259 shares; 2025Q4: 32,422 shares; 2026Q1: 33,814 shares; 2026Q2: 34,004 shares 34,004 $1.55M 0.99% +190 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: 8,355 shares; 2024Q4: 7,272 shares; 2025Q1: 6,592 shares; 2025Q2: 6,592 shares; 2025Q3: 6,592 shares; 2025Q4: 6,319 shares; 2026Q1: 6,354 shares; 2026Q2: 6,402 shares 6,402 $1.53M 0.98% +48 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: 10,828 shares; 2024Q4: 10,570 shares; 2025Q1: 10,581 shares; 2025Q2: 10,176 shares; 2025Q3: 10,186 shares; 2025Q4: 10,198 shares; 2026Q1: 9,928 shares; 2026Q2: 9,181 shares 9,181 $1.52M 0.97% -747 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: 4,615 shares; 2024Q4: 4,658 shares; 2025Q1: 4,665 shares; 2025Q2: 4,665 shares; 2025Q3: 4,670 shares; 2025Q4: 4,674 shares; 2026Q1: 4,679 shares; 2026Q2: 18,731 shares 18,731 $1.51M 0.97% +14,052 Timeline BRK-A 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 shares; 2024Q4: 4 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.96% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,658 shares; 2024Q4: 14,972 shares; 2025Q1: 14,978 shares; 2025Q2: 14,984 shares; 2025Q3: 14,990 shares; 2025Q4: 14,997 shares; 2026Q1: 14,407 shares; 2026Q2: 13,570 shares 13,570 $1.41M 0.9% -837 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,142 shares; 2024Q4: 25,142 shares; 2025Q1: 25,142 shares; 2025Q2: 25,142 shares; 2025Q3: 25,142 shares; 2025Q4: 25,142 shares; 2026Q1: 25,142 shares; 2026Q2: 25,142 shares 25,142 $1.35M 0.86% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,638 shares; 2024Q4: 16,650 shares; 2025Q1: 16,661 shares; 2025Q2: 16,671 shares; 2025Q3: 16,682 shares; 2025Q4: 16,696 shares; 2026Q1: 16,706 shares; 2026Q2: 16,715 shares 16,715 $1.27M 0.81% +9 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: 6,003 shares; 2024Q4: 6,018 shares; 2025Q1: 5,854 shares; 2025Q2: 5,837 shares; 2025Q3: 5,852 shares; 2025Q4: 7,158 shares; 2026Q1: 7,145 shares; 2026Q2: 8,354 shares 8,354 $1.27M 0.81% +1,209 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: 3,308 shares; 2024Q4: 3,308 shares; 2025Q1: 3,308 shares; 2025Q2: 3,261 shares; 2025Q3: 3,261 shares; 2025Q4: 3,261 shares; 2026Q1: 3,261 shares; 2026Q2: 3,393 shares 3,393 $1.2M 0.77% +132 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: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,653 shares; 2026Q1: 1,656 shares; 2026Q2: 1,658 shares 1,658 $1.2M 0.77% +2 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: 15,601 shares; 2024Q4: 14,401 shares; 2025Q1: 14,401 shares; 2025Q2: 14,401 shares; 2025Q3: 14,401 shares; 2025Q4: 14,401 shares; 2026Q1: 14,401 shares; 2026Q2: 14,401 shares 14,401 $1.14M 0.73% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,116 shares; 2024Q4: 4,116 shares; 2025Q1: 4,116 shares; 2025Q2: 4,099 shares; 2025Q3: 4,099 shares; 2025Q4: 4,099 shares; 2026Q1: 4,087 shares; 2026Q2: 4,060 shares 4,060 $1.1M 0.7% -27 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,843 shares; 2024Q4: 28,843 shares; 2025Q1: 28,842 shares; 2025Q2: 28,842 shares; 2025Q3: 28,842 shares; 2025Q4: 28,842 shares; 2026Q1: 28,611 shares; 2026Q2: 28,611 shares 28,611 $1.08M 0.69% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,045 shares; 2024Q4: 9,542 shares; 2025Q1: 10,037 shares; 2025Q2: 9,337 shares; 2025Q3: 9,088 shares; 2025Q4: 9,586 shares; 2026Q1: 9,286 shares; 2026Q2: 10,613 shares 10,613 $1.07M 0.68% +1,327 Timeline SPTI 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: 23,188 shares; 2024Q4: 33,182 shares; 2025Q1: 36,896 shares; 2025Q2: 37,118 shares; 2025Q3: 37,339 shares; 2025Q4: 37,636 shares; 2026Q1: 37,782 shares; 2026Q2: 35,865 shares 35,865 $1.02M 0.65% -1,917 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: 7,943 shares; 2024Q4: 7,943 shares; 2025Q1: 7,455 shares; 2025Q2: 7,455 shares; 2025Q3: 7,455 shares; 2025Q4: 7,396 shares; 2026Q1: 7,714 shares; 2026Q2: 7,641 shares 7,641 $982K 0.63% -73 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,434 shares; 2024Q4: 22,422 shares; 2025Q1: 22,422 shares; 2025Q2: 19,558 shares; 2025Q3: 18,456 shares; 2025Q4: 18,501 shares; 2026Q1: 18,545 shares; 2026Q2: 19,170 shares 19,170 $969K 0.62% +625 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,388 shares; 2024Q4: 11,388 shares; 2025Q1: 5,694 shares; 2025Q2: 5,694 shares; 2025Q3: 5,864 shares; 2025Q4: 5,864 shares; 2026Q1: 5,866 shares; 2026Q2: 6,048 shares 6,048 $860K 0.55% +182 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,791 shares; 2024Q4: 25,791 shares; 2025Q1: 12,894 shares; 2025Q2: 12,894 shares; 2025Q3: 12,894 shares; 2025Q4: 12,894 shares; 2026Q1: 12,894 shares; 2026Q2: 16,578 shares 16,578 $860K 0.55% +3,684 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: 818 shares; 2024Q4: 823 shares; 2025Q1: 800 shares; 2025Q2: 803 shares; 2025Q3: 807 shares; 2025Q4: 812 shares; 2026Q1: 816 shares; 2026Q2: 819 shares 819 $828K 0.53% +3 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,011 shares; 2026Q2: 9,015 shares 9,015 $827K 0.53% +2,004 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS 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: 5,972 shares 5,972 $816K 0.52% new Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 4,827 shares; 2025Q4: 10,713 shares; 2026Q1: 15,722 shares; 2026Q2: 15,842 shares 15,842 $803K 0.51% +120 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: 59,038 shares; 2024Q4: 46,964 shares; 2025Q1: 23,551 shares; 2025Q2: 23,551 shares; 2025Q3: 23,893 shares; 2025Q4: 23,893 shares; 2026Q1: 23,908 shares; 2026Q2: 29,670 shares 29,670 $791K 0.51% +5,762 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 8,308 shares 8,308 $692K 0.44% -1,692 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,874 shares; 2024Q4: 8,874 shares; 2025Q1: 8,342 shares; 2025Q2: 8,342 shares; 2025Q3: 8,342 shares; 2025Q4: 8,342 shares; 2026Q1: 8,342 shares; 2026Q2: 7,814 shares 7,814 $679K 0.43% -528 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,939 shares; 2025Q4: 14,078 shares; 2026Q1: 14,120 shares; 2026Q2: 16,636 shares 16,636 $675K 0.43% +2,516 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,432 shares; 2024Q4: 14,432 shares; 2025Q1: 15,705 shares; 2025Q2: 15,705 shares; 2025Q3: 12,155 shares; 2025Q4: 12,155 shares; 2026Q1: 13,137 shares; 2026Q2: 13,137 shares 13,137 $671K 0.43% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,283 shares; 2024Q4: 2,284 shares; 2025Q1: 2,286 shares; 2025Q2: 2,287 shares; 2025Q3: 2,288 shares; 2025Q4: 2,290 shares; 2026Q1: 1,343 shares; 2026Q2: 5,377 shares 5,377 $668K 0.43% +4,034 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: 8,829 shares; 2024Q4: 8,194 shares; 2025Q1: 8,194 shares; 2025Q2: 8,194 shares; 2025Q3: 8,194 shares; 2025Q4: 8,194 shares; 2026Q1: 8,200 shares; 2026Q2: 7,859 shares 7,859 $650K 0.42% -341 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: 5,881 shares; 2024Q4: 5,448 shares; 2025Q1: 5,406 shares; 2025Q2: 5,414 shares; 2025Q3: 5,422 shares; 2025Q4: 5,434 shares; 2026Q1: 5,458 shares; 2026Q2: 5,476 shares 5,476 $644K 0.41% +18 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: 866 shares; 2025Q1: 866 shares; 2025Q2: 842 shares; 2025Q3: 842 shares; 2025Q4: 842 shares; 2026Q1: 842 shares; 2026Q2: 844 shares 844 $644K 0.41% +2 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,689 shares; 2024Q4: 4,689 shares; 2025Q1: 4,689 shares; 2025Q2: 4,689 shares; 2025Q3: 4,689 shares; 2025Q4: 4,689 shares; 2026Q1: 4,694 shares; 2026Q2: 4,699 shares 4,699 $639K 0.41% +5 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: 7,703 shares; 2024Q4: 7,517 shares; 2025Q1: 7,530 shares; 2025Q2: 7,545 shares; 2025Q3: 7,559 shares; 2025Q4: 7,573 shares; 2026Q1: 7,618 shares; 2026Q2: 7,638 shares 7,638 $631K 0.4% +20 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: 1,871 shares; 2024Q4: 1,871 shares; 2025Q1: 1,871 shares; 2025Q2: 1,871 shares; 2025Q3: 1,871 shares; 2025Q4: 1,871 shares; 2026Q1: 1,871 shares; 2026Q2: 2,890 shares 2,890 $630K 0.4% +1,019 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: 1,315 shares; 2024Q4: 1,315 shares; 2025Q1: 1,315 shares; 2025Q2: 1,315 shares; 2025Q3: 1,315 shares; 2025Q4: 1,189 shares; 2026Q1: 1,189 shares; 2026Q2: 7,134 shares 7,134 $615K 0.39% +5,945 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,989 shares; 2025Q2: 5,829 shares; 2025Q3: 5,829 shares; 2025Q4: 5,859 shares; 2026Q1: 5,859 shares; 2026Q2: 5,885 shares 5,885 $611K 0.39% +26 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: 3,097 shares; 2024Q4: 3,097 shares; 2025Q1: 3,097 shares; 2025Q2: 3,097 shares; 2025Q3: 4,006 shares; 2025Q4: 3,851 shares; 2026Q1: 3,857 shares; 2026Q2: 3,862 shares 3,862 $610K 0.39% +5 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,597 shares; 2024Q4: 4,607 shares; 2025Q1: 4,611 shares; 2025Q2: 4,615 shares; 2025Q3: 4,618 shares; 2025Q4: 4,623 shares; 2026Q1: 4,626 shares; 2026Q2: 4,633 shares 4,633 $610K 0.39% +7 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: 11,922 shares; 2024Q4: 9,622 shares; 2025Q1: 9,622 shares; 2025Q2: 9,622 shares; 2025Q3: 9,622 shares; 2025Q4: 9,622 shares; 2026Q1: 9,632 shares; 2026Q2: 9,647 shares 9,647 $607K 0.39% +15 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: 4,011 shares; 2024Q4: 4,025 shares; 2025Q1: 4,030 shares; 2025Q2: 4,035 shares; 2025Q3: 4,040 shares; 2025Q4: 3,879 shares; 2026Q1: 3,881 shares; 2026Q2: 3,842 shares 3,842 $570K 0.36% -39 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: 6,497 shares; 2024Q4: 6,512 shares; 2025Q1: 6,531 shares; 2025Q2: 6,010 shares; 2025Q3: 6,029 shares; 2025Q4: 6,049 shares; 2026Q1: 6,076 shares; 2026Q2: 6,090 shares 6,090 $570K 0.36% +14 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,910 shares; 2024Q4: 12,018 shares; 2025Q1: 12,125 shares; 2025Q2: 12,235 shares; 2025Q3: 12,345 shares; 2025Q4: 11,834 shares; 2026Q1: 11,943 shares; 2026Q2: 12,054 shares 12,054 $566K 0.36% +111 Timeline PHO 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: 11,938 shares; 2024Q4: 11,943 shares; 2025Q1: 7,942 shares; 2025Q2: 7,948 shares; 2025Q3: 7,954 shares; 2025Q4: 7,958 shares; 2026Q1: 7,964 shares; 2026Q2: 7,971 shares 7,971 $551K 0.35% +7 Timeline FXH 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: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares; 2026Q1: 4,300 shares; 2026Q2: 4,300 shares 4,300 $526K 0.34% 0 Timeline VTWV 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: 2,649 shares; 2026Q1: 2,658 shares; 2026Q2: 2,668 shares 2,668 $521K 0.33% +10 Timeline CGW 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: 11,492 shares; 2024Q4: 11,583 shares; 2025Q1: 7,855 shares; 2025Q2: 7,855 shares; 2025Q3: 7,855 shares; 2025Q4: 7,919 shares; 2026Q1: 7,919 shares; 2026Q2: 7,919 shares 7,919 $521K 0.33% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,001 shares; 2024Q4: 1,001 shares; 2025Q1: 1,001 shares; 2025Q2: 1,001 shares; 2025Q3: 1,001 shares; 2025Q4: 1,001 shares; 2026Q1: 1,003 shares; 2026Q2: 1,003 shares 1,003 $511K 0.33% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,205 shares; 2026Q1: 2,601 shares; 2026Q2: 2,601 shares 2,601 $493K 0.32% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 455 shares; 2025Q4: 457 shares; 2026Q1: 459 shares; 2026Q2: 460 shares 460 $490K 0.31% +1 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,395 shares 5,395 $481K 0.31% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,418 shares; 2024Q4: 2,418 shares; 2025Q1: 2,418 shares; 2025Q2: 2,418 shares; 2025Q3: 2,418 shares; 2025Q4: 2,418 shares; 2026Q1: 2,094 shares; 2026Q2: 2,099 shares 2,099 $471K 0.3% +5 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: 4,688 shares; 2024Q4: 4,688 shares; 2025Q1: 4,688 shares; 2025Q2: 3,988 shares; 2025Q3: 3,988 shares; 2025Q4: 3,914 shares; 2026Q1: 3,939 shares; 2026Q2: 3,947 shares 3,947 $464K 0.3% +8 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,294 shares; 2024Q4: 2,552 shares; 2025Q1: 2,194 shares; 2025Q2: 2,167 shares; 2025Q3: 2,167 shares; 2025Q4: 2,167 shares; 2026Q1: 2,179 shares; 2026Q2: 2,184 shares 2,184 $457K 0.29% +5 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,499 shares; 2024Q4: 8,388 shares; 2025Q1: 8,388 shares; 2025Q2: 8,405 shares; 2025Q3: 8,421 shares; 2025Q4: 8,437 shares; 2026Q1: 8,484 shares; 2026Q2: 8,501 shares 8,501 $456K 0.29% +17 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,607 shares; 2025Q2: 8,679 shares; 2025Q3: 8,746 shares; 2025Q4: 8,838 shares; 2026Q1: 8,877 shares; 2026Q2: 8,941 shares 8,941 $451K 0.29% +64 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: 8,400 shares; 2024Q4: 8,400 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,211 shares; 2026Q1: 4,231 shares; 2026Q2: 5,444 shares 5,444 $442K 0.28% +1,213 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,958 shares; 2024Q4: 1,958 shares; 2025Q1: 1,958 shares; 2025Q2: 1,958 shares; 2025Q3: 1,958 shares; 2025Q4: 1,958 shares; 2026Q1: 1,958 shares; 2026Q2: 1,958 shares 1,958 $430K 0.28% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,442 shares; 2024Q4: 4,549 shares; 2025Q1: 4,467 shares; 2025Q2: 4,476 shares; 2025Q3: 4,485 shares; 2025Q4: 4,493 shares; 2026Q1: 4,435 shares; 2026Q2: 4,443 shares 4,443 $428K 0.27% +8 Timeline BY BYLINE BANCORP INC More: the full row for BYLINE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,325 shares; 2024Q4: 11,325 shares; 2025Q1: 11,325 shares; 2025Q2: 11,325 shares; 2025Q3: 11,325 shares; 2025Q4: 11,325 shares; 2026Q1: 11,325 shares; 2026Q2: 11,325 shares 11,325 $426K 0.27% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,695 shares; 2024Q4: 1,702 shares; 2025Q1: 1,707 shares; 2025Q2: 1,713 shares; 2025Q3: 1,718 shares; 2025Q4: 1,725 shares; 2026Q1: 1,730 shares; 2026Q2: 1,735 shares 1,735 $394K 0.25% +5 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: 2,377 shares; 2024Q4: 2,377 shares; 2025Q1: 2,127 shares; 2025Q2: 2,127 shares; 2025Q3: 2,127 shares; 2025Q4: 2,127 shares; 2026Q1: 2,127 shares; 2026Q2: 1,943 shares 1,943 $384K 0.25% -184 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,826 shares; 2024Q4: 3,826 shares; 2025Q1: 3,826 shares; 2025Q2: 3,826 shares; 2025Q3: 3,826 shares; 2025Q4: 3,826 shares; 2026Q1: 3,496 shares; 2026Q2: 3,501 shares 3,501 $384K 0.25% +5 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: 5,170 shares; 2024Q4: 5,170 shares; 2025Q1: 5,169 shares; 2025Q2: 5,169 shares; 2025Q3: 5,169 shares; 2025Q4: 5,169 shares; 2026Q1: 5,179 shares; 2026Q2: 5,122 shares 5,122 $369K 0.24% -57 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,150 shares; 2024Q4: 7,209 shares; 2025Q1: 7,209 shares; 2025Q2: 7,282 shares; 2025Q3: 7,282 shares; 2025Q4: 7,333 shares; 2026Q1: 7,333 shares; 2026Q2: 7,412 shares 7,412 $367K 0.23% +79 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: 3,616 shares; 2024Q4: 3,651 shares; 2025Q1: 3,651 shares; 2025Q2: 3,691 shares; 2025Q3: 3,691 shares; 2025Q4: 3,734 shares; 2026Q1: 3,734 shares; 2026Q2: 3,772 shares 3,772 $364K 0.23% +38 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,427 shares; 2024Q4: 1,431 shares; 2025Q1: 952 shares; 2025Q2: 954 shares; 2025Q3: 956 shares; 2025Q4: 958 shares; 2026Q1: 964 shares; 2026Q2: 966 shares 966 $358K 0.23% +2 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,299 shares; 2025Q2: 7,062 shares; 2025Q3: 7,140 shares; 2025Q4: 7,216 shares; 2026Q1: 6,538 shares; 2026Q2: 6,611 shares 6,611 $350K 0.22% +73 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: 1,741 shares; 2024Q4: 2,639 shares; 2025Q1: 2,639 shares; 2025Q2: 1,897 shares; 2025Q3: 1,897 shares; 2025Q4: 1,842 shares; 2026Q1: 1,848 shares; 2026Q2: 1,841 shares 1,841 $349K 0.22% -7 Timeline VHT 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: 1,154 shares; 2024Q4: 1,154 shares; 2025Q1: 1,154 shares; 2025Q2: 1,154 shares; 2025Q3: 1,154 shares; 2025Q4: 1,154 shares; 2026Q1: 1,154 shares; 2026Q2: 1,154 shares 1,154 $345K 0.22% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,283 shares; 2024Q4: 2,314 shares; 2025Q1: 2,314 shares; 2025Q2: 2,314 shares; 2025Q3: 2,314 shares; 2025Q4: 3,307 shares; 2026Q1: 3,307 shares; 2026Q2: 3,307 shares 3,307 $344K 0.22% 0 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: 3,898 shares; 2024Q4: 3,537 shares; 2025Q1: 3,544 shares; 2025Q2: 3,551 shares; 2025Q3: 3,559 shares; 2025Q4: 3,567 shares; 2026Q1: 2,434 shares; 2026Q2: 2,287 shares 2,287 $335K 0.21% -147 Timeline KYMR KYMERA THERAPEUTICS INC More: the full row for KYMERA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,890 shares; 2026Q1: 2,890 shares; 2026Q2: 2,890 shares 2,890 $331K 0.21% 0 Timeline IEI 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: 2,749 shares; 2025Q4: 2,767 shares; 2026Q1: 2,776 shares; 2026Q2: 2,790 shares 2,790 $328K 0.21% +14 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: 2,603 shares; 2024Q4: 1,455 shares; 2025Q1: 1,455 shares; 2025Q2: not reported; 2025Q3: 1,275 shares; 2025Q4: 1,268 shares; 2026Q1: 1,282 shares; 2026Q2: 1,279 shares 1,279 $325K 0.21% -3 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,608 shares; 2024Q4: 2,095 shares; 2025Q1: 2,125 shares; 2025Q2: 2,195 shares; 2025Q3: 2,255 shares; 2025Q4: 2,255 shares; 2026Q1: 1,768 shares; 2026Q2: 1,753 shares 1,753 $324K 0.21% -15 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 735 shares; 2025Q4: 735 shares; 2026Q1: 707 shares; 2026Q2: 674 shares 674 $322K 0.21% -33 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 516 shares 516 $300K 0.19% new 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: 1,851 shares; 2024Q4: 1,851 shares; 2025Q1: 1,802 shares; 2025Q2: 1,770 shares; 2025Q3: 1,770 shares; 2025Q4: 1,770 shares; 2026Q1: 1,734 shares; 2026Q2: 1,661 shares 1,661 $300K 0.19% -73 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,550 shares; 2024Q4: 3,650 shares; 2025Q1: 3,650 shares; 2025Q2: 3,373 shares; 2025Q3: 3,373 shares; 2025Q4: 3,373 shares; 2026Q1: 3,373 shares; 2026Q2: 3,100 shares 3,100 $299K 0.19% -273 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,708 shares 1,708 $290K 0.19% new 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: 761 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 774 shares; 2026Q1: 781 shares; 2026Q2: 785 shares 785 $284K 0.18% +4 Timeline SCZ 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: 3,077 shares; 2025Q3: 3,077 shares; 2025Q4: 3,137 shares; 2026Q1: 3,097 shares; 2026Q2: 3,422 shares 3,422 $282K 0.18% +325 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 311 shares; 2024Q4: 311 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 265 shares; 2026Q1: 265 shares; 2026Q2: 265 shares 265 $276K 0.18% 0 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,250 shares; 2024Q4: 7,250 shares; 2025Q1: 7,250 shares; 2025Q2: 7,050 shares; 2025Q3: 6,750 shares; 2025Q4: 6,750 shares; 2026Q1: 6,750 shares; 2026Q2: 5,950 shares 5,950 $275K 0.18% -800 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: 3,420 shares; 2024Q4: 3,420 shares; 2025Q1: 3,473 shares; 2025Q2: 3,473 shares; 2025Q3: 3,473 shares; 2025Q4: 3,469 shares; 2026Q1: 3,469 shares; 2026Q2: 3,469 shares 3,469 $271K 0.17% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,592 shares; 2024Q4: 1,422 shares; 2025Q1: 1,422 shares; 2025Q2: 1,422 shares; 2025Q3: 1,422 shares; 2025Q4: 1,423 shares; 2026Q1: 1,280 shares; 2026Q2: 540 shares 540 $270K 0.17% -740 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,776 shares; 2026Q2: 7,776 shares 7,776 $258K 0.17% 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: 2,581 shares; 2024Q4: 2,181 shares; 2025Q1: 2,008 shares; 2025Q2: 1,967 shares; 2025Q3: 1,967 shares; 2025Q4: 1,967 shares; 2026Q1: 1,936 shares; 2026Q2: 1,885 shares 1,885 $255K 0.16% -51 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 6,672 shares; 2025Q2: not reported; 2025Q3: 5,004 shares; 2025Q4: 5,004 shares; 2026Q1: not reported; 2026Q2: 5,004 shares 5,004 $254K 0.16% 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: 873 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 728 shares; 2025Q3: 728 shares; 2025Q4: 712 shares; 2026Q1: 713 shares; 2026Q2: 713 shares 713 $253K 0.16% 0 Timeline BGGG BAILLIE GIFFORD ETF TR More: the full row for BAILLIE GIFFORD 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: 7,183 shares 7,183 $253K 0.16% new Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,313 shares; 2025Q1: 5,313 shares; 2025Q2: 5,313 shares; 2025Q3: 5,313 shares; 2025Q4: 5,313 shares; 2026Q1: 5,313 shares; 2026Q2: 5,313 shares 5,313 $250K 0.16% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,475 shares; 2026Q1: 3,475 shares; 2026Q2: 3,475 shares 3,475 $248K 0.16% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,462 shares; 2025Q4: 4,557 shares; 2026Q1: 4,647 shares; 2026Q2: 4,735 shares 4,735 $246K 0.16% +88 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: 754 shares; 2024Q4: 754 shares; 2025Q1: 712 shares; 2025Q2: 712 shares; 2025Q3: 712 shares; 2025Q4: 712 shares; 2026Q1: 715 shares; 2026Q2: 716 shares 716 $244K 0.16% +1 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 377 shares; 2026Q2: 377 shares 377 $239K 0.15% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,580 shares; 2024Q4: 3,499 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,613 shares 2,613 $238K 0.15% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,216 shares; 2024Q4: 2,116 shares; 2025Q1: 2,114 shares; 2025Q2: 2,028 shares; 2025Q3: 2,028 shares; 2025Q4: 2,028 shares; 2026Q1: 1,610 shares; 2026Q2: 1,605 shares 1,605 $230K 0.15% -5 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 801 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 625 shares 625 $228K 0.15% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 618 shares; 2026Q2: 618 shares 618 $228K 0.15% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 747 shares 747 $226K 0.14% new Timeline PMBS 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: not reported; 2026Q1: 4,507 shares; 2026Q2: 4,560 shares 4,560 $225K 0.14% +53 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,394 shares 1,394 $221K 0.14% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 579 shares 579 $216K 0.14% new 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: 3,495 shares; 2024Q4: 3,074 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,612 shares; 2026Q1: 2,553 shares; 2026Q2: 2,422 shares 2,422 $213K 0.14% -131 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,476 shares 1,476 $211K 0.13% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,381 shares; 2026Q1: not reported; 2026Q2: 2,250 shares 2,250 $204K 0.13% new Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,787 shares 4,787 $200K 0.13% new Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS 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: 15,433 shares 15,433 $172K 0.11% new Timeline PGX 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: 105,153 shares; 2024Q4: 105,567 shares; 2025Q1: 98,002 shares; 2025Q2: 98,322 shares; 2025Q3: 98,648 shares; 2025Q4: 99,008 shares; 2026Q1: 13,403 shares; 2026Q2: 13,403 shares 13,403 $145K 0.09% 0 Timeline