WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,479,426 shares; 2024Q4: 1,427,639 shares; 2025Q1: 1,427,050 shares; 2025Q2: 1,423,100 shares; 2025Q3: 1,493,950 shares; 2025Q4: 1,383,052 shares; 2026Q1: 1,348,003 shares; 2026Q2: 1,337,289 shares 1,337,289 $151M 38.9% -10,714 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,307 shares; 2024Q4: 22,765 shares; 2025Q1: 26,451 shares; 2025Q2: 30,613 shares; 2025Q3: 33,121 shares; 2025Q4: 65,294 shares; 2026Q1: 68,789 shares; 2026Q2: 69,259 shares 69,259 $13.2M 3.39% +470 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: 20,233 shares; 2024Q4: 22,367 shares; 2025Q1: 24,751 shares; 2025Q2: 29,614 shares; 2025Q3: 32,441 shares; 2025Q4: 32,588 shares; 2026Q1: 32,445 shares; 2026Q2: 32,031 shares 32,031 $11.8M 3.03% -414 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: 89,865 shares; 2024Q4: 110,652 shares; 2025Q1: 108,879 shares; 2025Q2: 110,033 shares; 2025Q3: 116,875 shares; 2025Q4: 117,091 shares; 2026Q1: 119,261 shares; 2026Q2: 120,118 shares 120,118 $8.56M 2.2% +857 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: 30,216 shares; 2024Q4: 34,103 shares; 2025Q1: 38,218 shares; 2025Q2: 40,524 shares; 2025Q3: 41,655 shares; 2025Q4: 42,106 shares; 2026Q1: 42,718 shares; 2026Q2: 38,370 shares 38,370 $7.68M 1.97% -4,348 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: 16,958 shares; 2024Q4: 17,720 shares; 2025Q1: 17,893 shares; 2025Q2: 17,591 shares; 2025Q3: 19,516 shares; 2025Q4: 19,030 shares; 2026Q1: 19,352 shares; 2026Q2: 78,625 shares 78,625 $6.33M 1.63% +59,273 Timeline PSCT 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: 61,137 shares; 2024Q4: 89,698 shares; 2025Q1: 96,975 shares; 2025Q2: 67,988 shares; 2025Q3: 62,429 shares; 2025Q4: 60,692 shares; 2026Q1: 61,860 shares; 2026Q2: 60,542 shares 60,542 $5.59M 1.44% -1,318 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: 14,117 shares; 2024Q4: 14,189 shares; 2025Q1: 13,698 shares; 2025Q2: 14,105 shares; 2025Q3: 14,255 shares; 2025Q4: 14,300 shares; 2026Q1: 14,426 shares; 2026Q2: 14,176 shares 14,176 $5.25M 1.35% -250 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: 17,536 shares; 2024Q4: 18,116 shares; 2025Q1: 17,676 shares; 2025Q2: 18,599 shares; 2025Q3: 19,871 shares; 2025Q4: 19,914 shares; 2026Q1: 20,202 shares; 2026Q2: 17,935 shares 17,935 $5.19M 1.33% -2,267 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,261 shares; 2024Q4: 51,613 shares; 2025Q1: 53,420 shares; 2025Q2: 55,772 shares; 2025Q3: 61,015 shares; 2025Q4: 61,207 shares; 2026Q1: 61,447 shares; 2026Q2: 59,573 shares 59,573 $4.56M 1.17% -1,874 Timeline VOX 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: 14,472 shares; 2024Q4: 17,911 shares; 2025Q1: 22,657 shares; 2025Q2: 21,035 shares; 2025Q3: 20,841 shares; 2025Q4: 20,652 shares; 2026Q1: 20,921 shares; 2026Q2: 21,329 shares 21,329 $3.92M 1.01% +408 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: 9,605 shares; 2024Q4: 12,748 shares; 2025Q1: 13,288 shares; 2025Q2: 13,445 shares; 2025Q3: 13,226 shares; 2025Q4: 13,194 shares; 2026Q1: 13,175 shares; 2026Q2: 10,531 shares 10,531 $3.76M 0.97% -2,644 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: 46,957 shares; 2024Q4: 46,443 shares; 2025Q1: 46,376 shares; 2025Q2: 42,143 shares; 2025Q3: 42,525 shares; 2025Q4: 42,702 shares; 2026Q1: 43,517 shares; 2026Q2: 43,185 shares 43,185 $3.55M 0.91% -332 Timeline DFAS 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: 40,403 shares; 2024Q4: 46,414 shares; 2025Q1: 49,774 shares; 2025Q2: 41,720 shares; 2025Q3: 42,551 shares; 2025Q4: 41,922 shares; 2026Q1: 41,148 shares; 2026Q2: 42,725 shares 42,725 $3.52M 0.9% +1,577 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,938 shares; 2024Q4: 25,481 shares; 2025Q1: 31,702 shares; 2025Q2: 26,887 shares; 2025Q3: 29,218 shares; 2025Q4: 29,009 shares; 2026Q1: 30,580 shares; 2026Q2: 31,478 shares 31,478 $3.47M 0.89% +898 Timeline JPIE 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: 37,825 shares; 2024Q4: 61,033 shares; 2025Q1: 53,672 shares; 2025Q2: 49,008 shares; 2025Q3: 55,505 shares; 2025Q4: 55,127 shares; 2026Q1: 67,573 shares; 2026Q2: 74,803 shares 74,803 $3.44M 0.88% +7,230 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,646 shares; 2024Q4: 39,748 shares; 2025Q1: 40,687 shares; 2025Q2: 30,626 shares; 2025Q3: 31,788 shares; 2025Q4: 31,735 shares; 2026Q1: 37,072 shares; 2026Q2: 46,908 shares 46,908 $3.44M 0.88% +9,836 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: 43,015 shares; 2024Q4: 56,723 shares; 2025Q1: 67,681 shares; 2025Q2: 67,770 shares; 2025Q3: 67,499 shares; 2025Q4: 64,962 shares; 2026Q1: 65,795 shares; 2026Q2: 63,372 shares 63,372 $3.4M 0.87% -2,423 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: 15,153 shares; 2024Q4: 16,831 shares; 2025Q1: 17,081 shares; 2025Q2: 12,951 shares; 2025Q3: 13,175 shares; 2025Q4: 12,276 shares; 2026Q1: 11,654 shares; 2026Q2: 11,065 shares 11,065 $3.35M 0.86% -589 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,416 shares; 2024Q4: 21,831 shares; 2025Q1: 20,523 shares; 2025Q2: 23,317 shares; 2025Q3: 26,374 shares; 2025Q4: 25,721 shares; 2026Q1: 26,852 shares; 2026Q2: 29,172 shares 29,172 $3.14M 0.81% +2,320 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: 13,596 shares; 2024Q4: 13,862 shares; 2025Q1: 14,159 shares; 2025Q2: 14,975 shares; 2025Q3: 16,390 shares; 2025Q4: 13,433 shares; 2026Q1: 13,264 shares; 2026Q2: 14,127 shares 14,127 $3.08M 0.79% +863 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: 856 shares; 2024Q4: 853 shares; 2025Q1: 852 shares; 2025Q2: 845 shares; 2025Q3: 4,109 shares; 2025Q4: 4,104 shares; 2026Q1: 4,104 shares; 2026Q2: 4,076 shares 4,076 $3M 0.77% -28 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: 100,977 shares; 2024Q4: 84,362 shares; 2025Q1: 83,692 shares; 2025Q2: 87,378 shares; 2025Q3: 89,893 shares; 2025Q4: 88,248 shares; 2026Q1: 90,961 shares; 2026Q2: 98,954 shares 98,954 $2.81M 0.72% +7,993 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: 23,687 shares; 2024Q4: 25,115 shares; 2025Q1: 23,510 shares; 2025Q2: 19,103 shares; 2025Q3: 19,915 shares; 2025Q4: 19,364 shares; 2026Q1: 18,286 shares; 2026Q2: 18,532 shares 18,532 $2.75M 0.71% +246 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: 25,306 shares; 2024Q4: 26,378 shares; 2025Q1: 27,011 shares; 2025Q2: 28,132 shares; 2025Q3: 29,045 shares; 2025Q4: 29,212 shares; 2026Q1: 29,297 shares; 2026Q2: 29,904 shares 29,904 $2.63M 0.68% +607 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: 35,043 shares; 2024Q4: 39,833 shares; 2025Q1: 30,218 shares; 2025Q2: 29,830 shares; 2025Q3: 26,974 shares; 2025Q4: 27,017 shares; 2026Q1: 33,786 shares; 2026Q2: 32,320 shares 32,320 $2.55M 0.66% -1,466 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,165 shares; 2024Q4: 4,165 shares; 2025Q1: 4,194 shares; 2025Q2: 3,544 shares; 2025Q3: 4,416 shares; 2025Q4: 4,321 shares; 2026Q1: 4,392 shares; 2026Q2: 3,718 shares 3,718 $2.55M 0.66% -674 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: 3,230 shares; 2024Q4: 3,130 shares; 2025Q1: 3,130 shares; 2025Q2: 3,125 shares; 2025Q3: 3,376 shares; 2025Q4: 3,377 shares; 2026Q1: 3,397 shares; 2026Q2: 3,317 shares 3,317 $2.48M 0.64% -80 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,928 shares; 2024Q4: 23,513 shares; 2025Q1: 20,033 shares; 2025Q2: 20,132 shares; 2025Q3: 22,725 shares; 2025Q4: 22,657 shares; 2026Q1: 22,218 shares; 2026Q2: 21,774 shares 21,774 $2.32M 0.6% -444 Timeline DBO INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,496 shares; 2024Q4: 202,750 shares; 2025Q1: 249,421 shares; 2025Q2: 234,442 shares; 2025Q3: 216,472 shares; 2025Q4: 131,785 shares; 2026Q1: 144,284 shares; 2026Q2: 131,344 shares 131,344 $2.32M 0.6% -12,940 Timeline HYD 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: 17,030 shares; 2024Q4: 17,210 shares; 2025Q1: 16,880 shares; 2025Q2: 17,495 shares; 2025Q3: 29,095 shares; 2025Q4: 29,025 shares; 2026Q1: 41,530 shares; 2026Q2: 44,730 shares 44,730 $2.3M 0.59% +3,200 Timeline DFSD 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: 35,406 shares; 2024Q4: 49,547 shares; 2025Q1: 56,100 shares; 2025Q2: 53,730 shares; 2025Q3: 49,818 shares; 2025Q4: 46,795 shares; 2026Q1: 46,587 shares; 2026Q2: 47,509 shares 47,509 $2.27M 0.58% +922 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: 2,533 shares; 2024Q4: 2,572 shares; 2025Q1: 2,836 shares; 2025Q2: 2,871 shares; 2025Q3: 3,095 shares; 2025Q4: 3,024 shares; 2026Q1: 2,751 shares; 2026Q2: 2,868 shares 2,868 $2.14M 0.55% +117 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,007 shares; 2024Q4: 7,583 shares; 2025Q1: 6,819 shares; 2025Q2: 11,750 shares; 2025Q3: 12,500 shares; 2025Q4: 12,502 shares; 2026Q1: 12,656 shares; 2026Q2: 13,498 shares 13,498 $2.14M 0.55% +842 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: 6,550 shares; 2024Q4: 8,629 shares; 2025Q1: 8,533 shares; 2025Q2: 8,772 shares; 2025Q3: 9,179 shares; 2025Q4: 9,392 shares; 2026Q1: 10,426 shares; 2026Q2: 8,607 shares 8,607 $2.05M 0.53% -1,819 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,854 shares; 2024Q4: 19,245 shares; 2025Q1: 19,100 shares; 2025Q2: 19,278 shares; 2025Q3: 19,769 shares; 2025Q4: 20,240 shares; 2026Q1: 20,521 shares; 2026Q2: 20,716 shares 20,716 $2.05M 0.53% +195 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: 658 shares; 2024Q4: 658 shares; 2025Q1: 658 shares; 2025Q2: 658 shares; 2025Q3: 658 shares; 2025Q4: 658 shares; 2026Q1: 658 shares; 2026Q2: 6,593 shares 6,593 $1.99M 0.51% +5,935 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,408 shares; 2024Q4: 47,679 shares; 2025Q1: 43,295 shares; 2025Q2: 47,487 shares; 2025Q3: 51,431 shares; 2025Q4: 51,101 shares; 2026Q1: 49,389 shares; 2026Q2: 43,958 shares 43,958 $1.88M 0.48% -5,431 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: 3,069 shares; 2024Q4: 3,582 shares; 2025Q1: 3,517 shares; 2025Q2: 3,464 shares; 2025Q3: 3,666 shares; 2025Q4: 3,868 shares; 2026Q1: 4,067 shares; 2026Q2: 3,184 shares 3,184 $1.79M 0.46% -883 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,078 shares; 2024Q4: 65,191 shares; 2025Q1: 45,942 shares; 2025Q2: 53,689 shares; 2025Q3: 42,675 shares; 2025Q4: 34,730 shares; 2026Q1: 34,970 shares; 2026Q2: 33,965 shares 33,965 $1.73M 0.44% -1,005 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,053 shares; 2024Q4: 12,053 shares; 2025Q1: 12,028 shares; 2025Q2: 12,028 shares; 2025Q3: 12,028 shares; 2025Q4: 12,028 shares; 2026Q1: 12,028 shares; 2026Q2: 11,828 shares 11,828 $1.71M 0.44% -200 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: 2,470 shares; 2024Q4: 2,605 shares; 2025Q1: 3,091 shares; 2025Q2: 3,407 shares; 2025Q3: 3,441 shares; 2025Q4: 3,429 shares; 2026Q1: 3,742 shares; 2026Q2: 3,348 shares 3,348 $1.68M 0.43% -394 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: 2,535 shares; 2024Q4: 4,019 shares; 2025Q1: 3,551 shares; 2025Q2: 3,724 shares; 2025Q3: 4,077 shares; 2025Q4: 4,076 shares; 2026Q1: 4,808 shares; 2026Q2: 4,467 shares 4,467 $1.67M 0.43% -341 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: 15,756 shares; 2024Q4: 21,009 shares; 2025Q1: 22,989 shares; 2025Q2: 16,194 shares; 2025Q3: 18,994 shares; 2025Q4: 16,886 shares; 2026Q1: 16,561 shares; 2026Q2: 15,925 shares 15,925 $1.65M 0.42% -636 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,069 shares; 2024Q4: 25,409 shares; 2025Q1: 25,670 shares; 2025Q2: 26,672 shares; 2025Q3: 27,517 shares; 2025Q4: 27,824 shares; 2026Q1: 29,508 shares; 2026Q2: 32,002 shares 32,002 $1.61M 0.41% +2,494 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: 2,063 shares; 2024Q4: 2,238 shares; 2025Q1: 2,388 shares; 2025Q2: 2,430 shares; 2025Q3: 5,555 shares; 2025Q4: 5,535 shares; 2026Q1: 5,628 shares; 2026Q2: 5,704 shares 5,704 $1.6M 0.41% +76 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,565 shares; 2024Q4: 9,692 shares; 2025Q1: 9,733 shares; 2025Q2: 7,821 shares; 2025Q3: 7,331 shares; 2025Q4: 14,601 shares; 2026Q1: 14,600 shares; 2026Q2: 13,572 shares 13,572 $1.59M 0.41% -1,028 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,642 shares; 2024Q4: 10,948 shares; 2025Q1: 9,596 shares; 2025Q2: 9,849 shares; 2025Q3: 17,256 shares; 2025Q4: 17,214 shares; 2026Q1: 17,322 shares; 2026Q2: 17,539 shares 17,539 $1.52M 0.39% +217 Timeline GBIL 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: 17,682 shares; 2024Q4: 10,177 shares; 2025Q1: 8,720 shares; 2025Q2: 10,866 shares; 2025Q3: 11,698 shares; 2025Q4: 11,639 shares; 2026Q1: 17,376 shares; 2026Q2: 14,755 shares 14,755 $1.48M 0.38% -2,621 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,546 shares; 2024Q4: 23,274 shares; 2025Q1: 23,077 shares; 2025Q2: 23,481 shares; 2025Q3: 25,677 shares; 2025Q4: 25,898 shares; 2026Q1: 25,389 shares; 2026Q2: 24,732 shares 24,732 $1.48M 0.38% -657 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: 18,153 shares; 2024Q4: 16,787 shares; 2025Q1: 16,022 shares; 2025Q2: 18,025 shares; 2025Q3: 19,967 shares; 2025Q4: 20,135 shares; 2026Q1: 20,224 shares; 2026Q2: 19,239 shares 19,239 $1.45M 0.37% -985 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: 896 shares; 2024Q4: 889 shares; 2025Q1: 1,253 shares; 2025Q2: 1,128 shares; 2025Q3: 1,215 shares; 2025Q4: 1,287 shares; 2026Q1: 1,343 shares; 2026Q2: 11,657 shares 11,657 $1.39M 0.36% +10,314 Timeline DFIS 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: 43,210 shares; 2025Q1: 41,028 shares; 2025Q2: 35,630 shares; 2025Q3: 40,487 shares; 2025Q4: 40,487 shares; 2026Q1: 40,002 shares; 2026Q2: 39,334 shares 39,334 $1.38M 0.35% -668 Timeline SPTL 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: 36,613 shares; 2024Q4: 27,703 shares; 2025Q1: 29,940 shares; 2025Q2: 42,907 shares; 2025Q3: 40,991 shares; 2025Q4: 41,087 shares; 2026Q1: 46,375 shares; 2026Q2: 52,391 shares 52,391 $1.37M 0.35% +6,016 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,845 shares; 2024Q4: 12,863 shares; 2025Q1: 12,201 shares; 2025Q2: 12,215 shares; 2025Q3: 12,231 shares; 2025Q4: 12,248 shares; 2026Q1: 12,260 shares; 2026Q2: 12,175 shares 12,175 $1.34M 0.34% -85 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: 4,182 shares; 2024Q4: 3,972 shares; 2025Q1: 4,057 shares; 2025Q2: 4,063 shares; 2025Q3: 4,107 shares; 2025Q4: 4,188 shares; 2026Q1: 4,388 shares; 2026Q2: 3,978 shares 3,978 $1.3M 0.33% -410 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: 3,758 shares; 2024Q4: 7,215 shares; 2025Q1: 4,015 shares; 2025Q2: 3,137 shares; 2025Q3: 4,034 shares; 2025Q4: 3,649 shares; 2026Q1: 6,170 shares; 2026Q2: 6,324 shares 6,324 $1.25M 0.32% +154 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: 4,051 shares; 2024Q4: 4,456 shares; 2025Q1: 5,155 shares; 2025Q2: 5,649 shares; 2025Q3: 5,872 shares; 2025Q4: 5,768 shares; 2026Q1: 7,007 shares; 2026Q2: 6,707 shares 6,707 $1.24M 0.32% -300 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: 8,660 shares; 2024Q4: 9,544 shares; 2025Q1: 7,073 shares; 2025Q2: 7,170 shares; 2025Q3: 7,483 shares; 2025Q4: 7,636 shares; 2026Q1: 8,431 shares; 2026Q2: 8,360 shares 8,360 $1.23M 0.31% -71 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: 1,272 shares; 2024Q4: 1,432 shares; 2025Q1: 1,119 shares; 2025Q2: 1,576 shares; 2025Q3: 1,619 shares; 2025Q4: 1,650 shares; 2026Q1: 1,660 shares; 2026Q2: 14,199 shares 14,199 $1.22M 0.31% +12,539 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: 5,363 shares; 2024Q4: 4,533 shares; 2025Q1: 4,243 shares; 2025Q2: 3,868 shares; 2025Q3: 3,878 shares; 2025Q4: 3,878 shares; 2026Q1: 3,843 shares; 2026Q2: 3,804 shares 3,804 $1.14M 0.29% -39 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,130 shares; 2026Q2: 11,279 shares 11,279 $1.14M 0.29% +9,149 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: not reported; 2026Q2: 21,432 shares 21,432 $1.12M 0.29% new 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: 2,141 shares; 2024Q4: not reported; 2025Q1: 2,489 shares; 2025Q2: 2,398 shares; 2025Q3: 9,598 shares; 2025Q4: 7,655 shares; 2026Q1: 8,866 shares; 2026Q2: 8,179 shares 8,179 $1.12M 0.29% -687 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: 1,179 shares; 2024Q4: not reported; 2025Q1: 1,381 shares; 2025Q2: 1,433 shares; 2025Q3: 1,541 shares; 2025Q4: 1,592 shares; 2026Q1: 1,627 shares; 2026Q2: 1,536 shares 1,536 $1.11M 0.29% -91 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: 756 shares; 2025Q3: 821 shares; 2025Q4: 898 shares; 2026Q1: 1,130 shares; 2026Q2: 1,031 shares 1,031 $1.1M 0.28% -99 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,710 shares; 2024Q4: 42,320 shares; 2025Q1: 42,170 shares; 2025Q2: 40,038 shares; 2025Q3: 40,038 shares; 2025Q4: 40,038 shares; 2026Q1: 40,038 shares; 2026Q2: 42,938 shares 42,938 $1.05M 0.27% +2,900 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: 2,220 shares; 2024Q4: 3,677 shares; 2025Q1: 3,095 shares; 2025Q2: 3,089 shares; 2025Q3: 3,351 shares; 2025Q4: 3,371 shares; 2026Q1: 3,526 shares; 2026Q2: 2,762 shares 2,762 $1.04M 0.27% -764 Timeline XLP 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: 7,992 shares; 2024Q4: 7,008 shares; 2025Q1: 3,857 shares; 2025Q2: 11,257 shares; 2025Q3: 12,629 shares; 2025Q4: 9,833 shares; 2026Q1: 11,509 shares; 2026Q2: 12,366 shares 12,366 $1.03M 0.26% +857 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: 4,880 shares; 2026Q2: 10,129 shares 10,129 $977K 0.25% +5,249 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: 2,420 shares; 2026Q2: 10,829 shares 10,829 $966K 0.25% +8,409 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: 68,545 shares; 2024Q4: 27,368 shares; 2025Q1: 22,570 shares; 2025Q2: 17,482 shares; 2025Q3: 20,695 shares; 2025Q4: 20,449 shares; 2026Q1: 19,835 shares; 2026Q2: 19,089 shares 19,089 $965K 0.25% -746 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: 16,807 shares; 2024Q4: 16,837 shares; 2025Q1: 16,538 shares; 2025Q2: 16,970 shares; 2025Q3: 16,972 shares; 2025Q4: 16,971 shares; 2026Q1: 16,971 shares; 2026Q2: 16,671 shares 16,671 $917K 0.24% -300 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,184 shares; 2024Q4: 14,155 shares; 2025Q1: 13,506 shares; 2025Q2: 10,907 shares; 2025Q3: 11,628 shares; 2025Q4: 11,582 shares; 2026Q1: 11,392 shares; 2026Q2: 11,414 shares 11,414 $913K 0.23% +22 Timeline SPAB 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: 22,358 shares; 2024Q4: 24,053 shares; 2025Q1: 24,941 shares; 2025Q2: 28,694 shares; 2025Q3: 30,200 shares; 2025Q4: 31,379 shares; 2026Q1: 32,826 shares; 2026Q2: 35,765 shares 35,765 $913K 0.23% +2,939 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,915 shares; 2024Q4: 12,305 shares; 2025Q1: 12,781 shares; 2025Q2: 10,675 shares; 2025Q3: 10,501 shares; 2025Q4: 18,405 shares; 2026Q1: 17,993 shares; 2026Q2: 16,148 shares 16,148 $858K 0.22% -1,845 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,176 shares; 2024Q4: 5,176 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares; 2026Q2: 4,500 shares 4,500 $820K 0.21% -600 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,743 shares; 2024Q4: 6,285 shares; 2025Q1: 6,522 shares; 2025Q2: 6,717 shares; 2025Q3: 7,100 shares; 2025Q4: 7,522 shares; 2026Q1: 7,918 shares; 2026Q2: 8,401 shares 8,401 $794K 0.2% +483 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: 722 shares; 2024Q4: 770 shares; 2025Q1: 760 shares; 2025Q2: 1,096 shares; 2025Q3: 1,657 shares; 2025Q4: 1,745 shares; 2026Q1: 1,918 shares; 2026Q2: 1,897 shares 1,897 $789K 0.2% -21 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,768 shares; 2024Q4: 16,868 shares; 2025Q1: 15,492 shares; 2025Q2: 30,082 shares; 2025Q3: 33,374 shares; 2025Q4: 32,894 shares; 2026Q1: 36,560 shares; 2026Q2: 30,474 shares 30,474 $763K 0.2% -6,086 Timeline XLU 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: 6,846 shares; 2024Q4: 6,343 shares; 2025Q1: 8,013 shares; 2025Q2: 8,938 shares; 2025Q3: 8,758 shares; 2025Q4: 17,396 shares; 2026Q1: 17,496 shares; 2026Q2: 16,631 shares 16,631 $754K 0.19% -865 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.19% 0 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,971 shares; 2024Q4: 5,281 shares; 2025Q1: 4,931 shares; 2025Q2: 4,117 shares; 2025Q3: 5,344 shares; 2025Q4: 5,386 shares; 2026Q1: 5,730 shares; 2026Q2: 6,613 shares 6,613 $723K 0.19% +883 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: 1,070 shares; 2024Q4: 1,643 shares; 2025Q1: 1,788 shares; 2025Q2: 1,709 shares; 2025Q3: 1,895 shares; 2025Q4: 1,863 shares; 2026Q1: 2,216 shares; 2026Q2: 2,103 shares 2,103 $722K 0.19% -113 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,058 shares; 2025Q2: 1,977 shares; 2025Q3: 2,365 shares; 2025Q4: 2,340 shares; 2026Q1: 3,117 shares; 2026Q2: 6,520 shares 6,520 $713K 0.18% +3,403 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,235 shares; 2024Q4: 8,638 shares; 2025Q1: 8,652 shares; 2025Q2: 8,027 shares; 2025Q3: 7,120 shares; 2025Q4: 7,150 shares; 2026Q1: 7,222 shares; 2026Q2: 7,528 shares 7,528 $712K 0.18% +306 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: 1,100 shares; 2025Q1: not reported; 2025Q2: 1,100 shares; 2025Q3: 1,693 shares; 2025Q4: 1,693 shares; 2026Q1: 1,530 shares; 2026Q2: 1,475 shares 1,475 $704K 0.18% -55 Timeline JPIB 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: 12,158 shares; 2024Q4: 12,084 shares; 2025Q1: 12,077 shares; 2025Q2: 13,793 shares; 2025Q3: 15,274 shares; 2025Q4: 15,114 shares; 2026Q1: 17,612 shares; 2026Q2: 14,336 shares 14,336 $693K 0.18% -3,276 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,485 shares; 2024Q4: 13,074 shares; 2025Q1: 11,670 shares; 2025Q2: 11,194 shares; 2025Q3: 12,387 shares; 2025Q4: 12,441 shares; 2026Q1: 13,615 shares; 2026Q2: 15,807 shares 15,807 $684K 0.18% +2,192 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: 4,619 shares; 2024Q4: 4,889 shares; 2025Q1: 4,804 shares; 2025Q2: 5,801 shares; 2025Q3: 6,347 shares; 2025Q4: 6,966 shares; 2026Q1: 7,312 shares; 2026Q2: 7,890 shares 7,890 $652K 0.17% +578 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,504 shares; 2024Q4: 7,615 shares; 2025Q1: 9,269 shares; 2025Q2: 9,474 shares; 2025Q3: 10,085 shares; 2025Q4: 9,562 shares; 2026Q1: 9,366 shares; 2026Q2: 9,367 shares 9,367 $633K 0.16% +1 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,125 shares; 2025Q3: 5,224 shares; 2025Q4: 5,239 shares; 2026Q1: 4,751 shares; 2026Q2: 4,988 shares 4,988 $621K 0.16% +237 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,082 shares; 2024Q4: 1,036 shares; 2025Q1: 653 shares; 2025Q2: 731 shares; 2025Q3: 778 shares; 2025Q4: 782 shares; 2026Q1: 798 shares; 2026Q2: 741 shares 741 $615K 0.16% -57 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: 2,408 shares; 2024Q4: 1,587 shares; 2025Q1: 1,988 shares; 2025Q2: 2,020 shares; 2025Q3: 2,095 shares; 2025Q4: 2,104 shares; 2026Q1: 2,309 shares; 2026Q2: 2,388 shares 2,388 $601K 0.15% +79 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,346 shares; 2025Q4: 3,405 shares; 2026Q1: 3,682 shares; 2026Q2: 3,599 shares 3,599 $597K 0.15% -83 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,231 shares; 2024Q4: 10,582 shares; 2025Q1: 9,058 shares; 2025Q2: 9,143 shares; 2025Q3: 10,225 shares; 2025Q4: 9,850 shares; 2026Q1: 9,039 shares; 2026Q2: 7,488 shares 7,488 $583K 0.15% -1,551 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,374 shares; 2024Q4: 2,167 shares; 2025Q1: 2,125 shares; 2025Q2: 2,317 shares; 2025Q3: 2,494 shares; 2025Q4: 2,442 shares; 2026Q1: 2,244 shares; 2026Q2: 2,366 shares 2,366 $575K 0.15% +122 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 279 shares; 2025Q3: 328 shares; 2025Q4: 3,712 shares; 2026Q1: 7,193 shares; 2026Q2: 7,988 shares 7,988 $570K 0.15% +795 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,002 shares; 2024Q4: 20,921 shares; 2025Q1: 22,210 shares; 2025Q2: 25,153 shares; 2025Q3: 29,516 shares; 2025Q4: 30,213 shares; 2026Q1: 33,260 shares; 2026Q2: 35,788 shares 35,788 $568K 0.15% +2,528 Timeline XMHQ 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: 2,575 shares; 2024Q4: 3,630 shares; 2025Q1: 2,799 shares; 2025Q2: 2,652 shares; 2025Q3: 3,822 shares; 2025Q4: 3,948 shares; 2026Q1: 5,277 shares; 2026Q2: 5,034 shares 5,034 $568K 0.15% -243 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: 1,099 shares; 2024Q4: 1,099 shares; 2025Q1: 1,099 shares; 2025Q2: 1,099 shares; 2025Q3: 1,099 shares; 2025Q4: 1,099 shares; 2026Q1: 1,099 shares; 2026Q2: 1,099 shares 1,099 $560K 0.14% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,044 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 560 shares; 2025Q4: 559 shares; 2026Q1: 560 shares; 2026Q2: 721 shares 721 $550K 0.14% +161 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,127 shares 11,127 $548K 0.14% new Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,277 shares 5,277 $537K 0.14% new Timeline DFIV 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: 9,770 shares; 2024Q4: 9,434 shares; 2025Q1: 7,521 shares; 2025Q2: 7,521 shares; 2025Q3: 8,204 shares; 2025Q4: 8,204 shares; 2026Q1: 9,723 shares; 2026Q2: 9,752 shares 9,752 $527K 0.14% +29 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 399 shares; 2025Q4: 492 shares; 2026Q1: 491 shares; 2026Q2: 437 shares 437 $524K 0.13% -54 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,991 shares; 2025Q3: 4,146 shares; 2025Q4: 4,246 shares; 2026Q1: 4,369 shares; 2026Q2: 4,326 shares 4,326 $508K 0.13% -43 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,915 shares; 2024Q4: 7,443 shares; 2025Q1: 7,803 shares; 2025Q2: 7,859 shares; 2025Q3: 7,581 shares; 2025Q4: 7,649 shares; 2026Q1: 7,817 shares; 2026Q2: 8,324 shares 8,324 $506K 0.13% +507 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: 425 shares; 2024Q4: 443 shares; 2025Q1: 452 shares; 2025Q2: 451 shares; 2025Q3: 500 shares; 2025Q4: 503 shares; 2026Q1: 548 shares; 2026Q2: 523 shares 523 $490K 0.13% -25 Timeline VCR 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: 779 shares; 2025Q2: 932 shares; 2025Q3: 1,024 shares; 2025Q4: 1,066 shares; 2026Q1: 1,100 shares; 2026Q2: 1,178 shares 1,178 $467K 0.12% +78 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: 1,232 shares; 2024Q4: 1,315 shares; 2025Q1: 924 shares; 2025Q2: 1,462 shares; 2025Q3: 1,574 shares; 2025Q4: 1,738 shares; 2026Q1: 1,412 shares; 2026Q2: 1,084 shares 1,084 $456K 0.12% -328 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,388 shares 4,388 $452K 0.12% new 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: 2,645 shares; 2024Q4: 2,645 shares; 2025Q1: 2,645 shares; 2025Q2: 3,045 shares; 2025Q3: 2,970 shares; 2025Q4: 3,045 shares; 2026Q1: 3,055 shares; 2026Q2: 2,965 shares 2,965 $449K 0.12% -90 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,950 shares; 2024Q4: 12,750 shares; 2025Q1: 11,075 shares; 2025Q2: 11,526 shares; 2025Q3: 8,651 shares; 2025Q4: 8,701 shares; 2026Q1: 9,264 shares; 2026Q2: 8,864 shares 8,864 $448K 0.12% -400 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: 1,251 shares; 2024Q4: 1,256 shares; 2025Q1: 1,498 shares; 2025Q2: 1,106 shares; 2025Q3: 1,144 shares; 2025Q4: 1,182 shares; 2026Q1: 1,246 shares; 2026Q2: 1,177 shares 1,177 $440K 0.11% -69 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: not reported; 2025Q1: not reported; 2025Q2: 1,993 shares; 2025Q3: 2,700 shares; 2025Q4: 2,914 shares; 2026Q1: 3,397 shares; 2026Q2: 3,743 shares 3,743 $437K 0.11% +346 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: 1,654 shares; 2024Q4: 1,594 shares; 2025Q1: 1,698 shares; 2025Q2: 1,733 shares; 2025Q3: 1,981 shares; 2025Q4: 1,835 shares; 2026Q1: 1,774 shares; 2026Q2: 1,840 shares 1,840 $435K 0.11% +66 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: 737 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,087 shares; 2025Q3: 1,420 shares; 2025Q4: 1,304 shares; 2026Q1: 1,344 shares; 2026Q2: 1,452 shares 1,452 $434K 0.11% +108 Timeline IFRA 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: 6,883 shares 6,883 $434K 0.11% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,845 shares; 2024Q4: 10,680 shares; 2025Q1: 10,745 shares; 2025Q2: 10,630 shares; 2025Q3: 11,100 shares; 2025Q4: 11,329 shares; 2026Q1: 11,402 shares; 2026Q2: 11,641 shares 11,641 $431K 0.11% +239 Timeline EWJ 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: 3,200 shares; 2025Q2: 3,490 shares; 2025Q3: 4,357 shares; 2025Q4: 4,472 shares; 2026Q1: 4,625 shares; 2026Q2: 4,605 shares 4,605 $430K 0.11% -20 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 965 shares 965 $416K 0.11% new 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: 1,200 shares; 2024Q4: 1,120 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,149 shares; 2025Q4: 1,149 shares; 2026Q1: 1,149 shares; 2026Q2: 1,164 shares 1,164 $411K 0.11% +15 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,533 shares; 2024Q4: 5,870 shares; 2025Q1: 5,791 shares; 2025Q2: 5,996 shares; 2025Q3: 5,941 shares; 2025Q4: 4,941 shares; 2026Q1: 4,998 shares; 2026Q2: 4,522 shares 4,522 $408K 0.1% -476 Timeline DFAI 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: 16,600 shares; 2024Q4: 11,225 shares; 2025Q1: 11,197 shares; 2025Q2: 11,504 shares; 2025Q3: 10,231 shares; 2025Q4: 10,231 shares; 2026Q1: 9,909 shares; 2026Q2: 9,879 shares 9,879 $408K 0.1% -30 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: 377 shares; 2025Q1: 421 shares; 2025Q2: 428 shares; 2025Q3: 439 shares; 2025Q4: 441 shares; 2026Q1: 490 shares; 2026Q2: 534 shares 534 $403K 0.1% +44 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 350 shares 350 $403K 0.1% new 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: 10,268 shares; 2024Q4: 10,372 shares; 2025Q1: 10,200 shares; 2025Q2: 9,370 shares; 2025Q3: 8,846 shares; 2025Q4: 8,768 shares; 2026Q1: 7,355 shares; 2026Q2: 6,689 shares 6,689 $386K 0.1% -666 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: not reported; 2025Q2: not reported; 2025Q3: 6,615 shares; 2025Q4: 6,615 shares; 2026Q1: 6,561 shares; 2026Q2: 6,636 shares 6,636 $382K 0.1% +75 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: 1,585 shares; 2025Q2: 1,808 shares; 2025Q3: 1,936 shares; 2025Q4: 1,936 shares; 2026Q1: 2,087 shares; 2026Q2: 1,453 shares 1,453 $378K 0.1% -634 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,423 shares; 2024Q4: 1,107 shares; 2025Q1: 1,223 shares; 2025Q2: 1,119 shares; 2025Q3: 1,321 shares; 2025Q4: 1,116 shares; 2026Q1: 1,309 shares; 2026Q2: 1,360 shares 1,360 $375K 0.1% +51 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,315 shares; 2024Q4: 1,200 shares; 2025Q1: 1,000 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $366K 0.09% 0 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: 50 shares; 2025Q1: 77 shares; 2025Q2: 72 shares; 2025Q3: 102 shares; 2025Q4: 98 shares; 2026Q1: 103 shares; 2026Q2: 2,047 shares 2,047 $365K 0.09% +1,944 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,732 shares; 2024Q4: 9,306 shares; 2025Q1: 11,264 shares; 2025Q2: 8,753 shares; 2025Q3: 9,504 shares; 2025Q4: 8,505 shares; 2026Q1: 8,641 shares; 2026Q2: 9,169 shares 9,169 $356K 0.09% +528 Timeline SLYV 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: 3,250 shares; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares; 2026Q1: 3,250 shares; 2026Q2: 3,250 shares 3,250 $355K 0.09% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 7,071 shares; 2025Q1: 5,111 shares; 2025Q2: 5,055 shares; 2025Q3: 4,943 shares; 2025Q4: 4,943 shares; 2026Q1: 4,033 shares; 2026Q2: 3,321 shares 3,321 $340K 0.09% -712 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,004 shares; 2024Q4: 5,527 shares; 2025Q1: 5,199 shares; 2025Q2: 5,631 shares; 2025Q3: 5,758 shares; 2025Q4: 5,818 shares; 2026Q1: 6,290 shares; 2026Q2: 6,519 shares 6,519 $338K 0.09% +229 Timeline IYZ 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: 7,177 shares; 2025Q3: 7,977 shares; 2025Q4: 7,977 shares; 2026Q1: 7,977 shares; 2026Q2: 7,977 shares 7,977 $338K 0.09% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $335K 0.09% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 999 shares; 2024Q4: 999 shares; 2025Q1: not reported; 2025Q2: 979 shares; 2025Q3: 979 shares; 2025Q4: 979 shares; 2026Q1: 979 shares; 2026Q2: 979 shares 979 $334K 0.09% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,631 shares; 2024Q4: 15,343 shares; 2025Q1: 14,963 shares; 2025Q2: 11,015 shares; 2025Q3: 8,739 shares; 2025Q4: 8,447 shares; 2026Q1: 10,891 shares; 2026Q2: 11,077 shares 11,077 $332K 0.09% +186 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: 833 shares; 2024Q4: 805 shares; 2025Q1: 765 shares; 2025Q2: 919 shares; 2025Q3: 914 shares; 2025Q4: 976 shares; 2026Q1: 1,078 shares; 2026Q2: 975 shares 975 $330K 0.08% -103 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: 2,296 shares; 2024Q4: 2,329 shares; 2025Q1: 2,064 shares; 2025Q2: 1,808 shares; 2025Q3: 2,189 shares; 2025Q4: 2,189 shares; 2026Q1: 1,839 shares; 2026Q2: 1,889 shares 1,889 $296K 0.08% +50 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS 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: 6,050 shares; 2026Q2: 8,500 shares 8,500 $296K 0.08% +2,450 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL 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: 7,500 shares 7,500 $296K 0.08% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 910 shares; 2024Q4: 910 shares; 2025Q1: 910 shares; 2025Q2: 910 shares; 2025Q3: 910 shares; 2025Q4: 910 shares; 2026Q1: 910 shares; 2026Q2: 859 shares 859 $284K 0.07% -51 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,046 shares; 2025Q4: 8,247 shares; 2026Q1: 7,292 shares; 2026Q2: 4,296 shares 4,296 $282K 0.07% -2,996 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,691 shares 2,691 $267K 0.07% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 952 shares; 2026Q2: 1,024 shares 1,024 $260K 0.07% +72 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $258K 0.07% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 153 shares; 2026Q2: 128 shares 128 $254K 0.07% -25 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: not reported; 2026Q1: not reported; 2026Q2: 9,350 shares 9,350 $248K 0.06% new Timeline IX ORIX CORP More: the full row for ORIX 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: 6,500 shares 6,500 $247K 0.06% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 593 shares; 2024Q4: 723 shares; 2025Q1: 730 shares; 2025Q2: 664 shares; 2025Q3: 708 shares; 2025Q4: 642 shares; 2026Q1: 567 shares; 2026Q2: 538 shares 538 $247K 0.06% -29 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 209 shares 209 $246K 0.06% new Timeline XLC 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: 2,450 shares; 2024Q4: 2,446 shares; 2025Q1: 2,393 shares; 2025Q2: 2,287 shares; 2025Q3: 2,392 shares; 2025Q4: 2,377 shares; 2026Q1: 2,424 shares; 2026Q2: 2,260 shares 2,260 $242K 0.06% -164 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: 960 shares; 2026Q2: 1,135 shares 1,135 $242K 0.06% +175 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: 1,423 shares; 2024Q4: 1,375 shares; 2025Q1: 843 shares; 2025Q2: 724 shares; 2025Q3: 737 shares; 2025Q4: 678 shares; 2026Q1: 678 shares; 2026Q2: 681 shares 681 $241K 0.06% +3 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS 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: 3,452 shares; 2026Q1: not reported; 2026Q2: 3,452 shares 3,452 $239K 0.06% new Timeline FTCS 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: 2,564 shares; 2024Q4: 2,564 shares; 2025Q1: 2,589 shares; 2025Q2: 2,589 shares; 2025Q3: 2,625 shares; 2025Q4: 2,625 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $235K 0.06% 0 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP 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: 1,412 shares 1,412 $234K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,005 shares; 2025Q3: 1,002 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 683 shares 683 $233K 0.06% 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: 716 shares; 2024Q4: not reported; 2025Q1: 716 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 666 shares; 2026Q1: 666 shares; 2026Q2: 641 shares 641 $232K 0.06% -25 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,225 shares; 2026Q1: 3,956 shares; 2026Q2: 2,317 shares 2,317 $231K 0.06% -1,639 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,028 shares; 2025Q4: 3,028 shares; 2026Q1: 2,928 shares; 2026Q2: 2,928 shares 2,928 $227K 0.06% 0 Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,754 shares 2,754 $221K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 225 shares 225 $220K 0.06% new Timeline AIRR 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: 3,191 shares; 2025Q4: 3,226 shares; 2026Q1: 2,231 shares; 2026Q2: 1,636 shares 1,636 $218K 0.06% -595 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,494 shares; 2025Q4: 10,455 shares; 2026Q1: 10,455 shares; 2026Q2: 10,455 shares 10,455 $216K 0.06% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,942 shares; 2024Q4: 5,536 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,956 shares 3,956 $213K 0.05% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,950 shares; 2025Q1: 5,050 shares; 2025Q2: 5,546 shares; 2025Q3: 5,772 shares; 2025Q4: 5,568 shares; 2026Q1: 5,630 shares; 2026Q2: 4,662 shares 4,662 $212K 0.05% -968 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP 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: 620 shares 620 $210K 0.05% new Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,653 shares; 2024Q4: 2,965 shares; 2025Q1: 2,999 shares; 2025Q2: 2,483 shares; 2025Q3: 2,668 shares; 2025Q4: 2,174 shares; 2026Q1: not reported; 2026Q2: 1,341 shares 1,341 $208K 0.05% new Timeline IWS 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: 1,260 shares 1,260 $207K 0.05% new Timeline MGK 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: 2,302 shares 2,302 $202K 0.05% new Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $202K 0.05% new Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP 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: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $132K 0.03% 0 Timeline