NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,325 shares; 2024Q4: 141,588 shares; 2025Q1: 145,344 shares; 2025Q2: 137,620 shares; 2025Q3: 133,342 shares; 2025Q4: 132,082 shares; 2026Q1: 129,756 shares; 2026Q2: 144,339 shares 144,339 $28.9M 8.9% +14,583 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,135 shares; 2024Q4: 10,138 shares; 2025Q1: 10,053 shares; 2025Q2: 10,158 shares; 2025Q3: 10,078 shares; 2025Q4: 30,248 shares; 2026Q1: 29,659 shares; 2026Q2: 29,744 shares 29,744 $13M 4.01% +85 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291,558 shares; 2024Q4: 285,624 shares; 2025Q1: 287,824 shares; 2025Q2: 299,115 shares; 2025Q3: 282,415 shares; 2025Q4: 276,413 shares; 2026Q1: 276,063 shares; 2026Q2: 275,952 shares 275,952 $12.6M 3.89% -111 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,842 shares; 2024Q4: 128,516 shares; 2025Q1: 149,902 shares; 2025Q2: 169,122 shares; 2025Q3: 178,481 shares; 2025Q4: 222,971 shares; 2026Q1: 226,823 shares; 2026Q2: 262,743 shares 262,743 $10.8M 3.33% +35,920 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,094 shares; 2024Q4: 67,247 shares; 2025Q1: 68,942 shares; 2025Q2: 73,770 shares; 2025Q3: 72,346 shares; 2025Q4: 74,550 shares; 2026Q1: 74,312 shares; 2026Q2: 75,403 shares 75,403 $9.41M 2.9% +1,091 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,141 shares; 2024Q4: 229,713 shares; 2025Q1: 239,114 shares; 2025Q2: 260,392 shares; 2025Q3: 257,026 shares; 2025Q4: 262,623 shares; 2026Q1: 262,279 shares; 2026Q2: 280,122 shares 280,122 $8.88M 2.74% +17,843 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,919 shares; 2024Q4: 125,241 shares; 2025Q1: 136,307 shares; 2025Q2: 140,080 shares; 2025Q3: 139,975 shares; 2025Q4: 143,751 shares; 2026Q1: 144,607 shares; 2026Q2: 148,820 shares 148,820 $8.41M 2.59% +4,213 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: 36,633 shares; 2024Q4: 36,922 shares; 2025Q1: 29,531 shares; 2025Q2: 32,526 shares; 2025Q3: 27,091 shares; 2025Q4: 27,043 shares; 2026Q1: 27,184 shares; 2026Q2: 28,187 shares 28,187 $8.16M 2.51% +1,003 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: 13,611 shares; 2024Q4: 14,001 shares; 2025Q1: 14,596 shares; 2025Q2: 15,518 shares; 2025Q3: 14,986 shares; 2025Q4: 14,497 shares; 2026Q1: 14,894 shares; 2026Q2: 92,975 shares 92,975 $8.01M 2.47% +78,081 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,521 shares; 2024Q4: 85,414 shares; 2025Q1: 92,963 shares; 2025Q2: 107,349 shares; 2025Q3: 113,071 shares; 2025Q4: 126,123 shares; 2026Q1: 133,728 shares; 2026Q2: 153,838 shares 153,838 $7.67M 2.36% +20,110 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: 22,774 shares; 2024Q4: 22,790 shares; 2025Q1: 22,659 shares; 2025Q2: 22,710 shares; 2025Q3: 22,394 shares; 2025Q4: 21,674 shares; 2026Q1: 21,485 shares; 2026Q2: 21,937 shares 21,937 $7.18M 2.21% +452 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: 17,346 shares; 2024Q4: 19,860 shares; 2025Q1: 20,311 shares; 2025Q2: 20,248 shares; 2025Q3: 18,546 shares; 2025Q4: 18,221 shares; 2026Q1: 18,561 shares; 2026Q2: 19,788 shares 19,788 $7.07M 2.18% +1,227 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: 17,057 shares; 2024Q4: 17,190 shares; 2025Q1: 17,546 shares; 2025Q2: 17,389 shares; 2025Q3: 16,791 shares; 2025Q4: 16,489 shares; 2026Q1: 17,024 shares; 2026Q2: 17,156 shares 17,156 $6.4M 1.97% +132 Timeline VIGI 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: 52,893 shares; 2024Q4: 52,811 shares; 2025Q1: 53,392 shares; 2025Q2: 53,656 shares; 2025Q3: 54,620 shares; 2025Q4: 54,332 shares; 2026Q1: 54,507 shares; 2026Q2: 54,868 shares 54,868 $5.12M 1.58% +361 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: 8,654 shares; 2024Q4: 8,654 shares; 2025Q1: 8,654 shares; 2025Q2: 8,492 shares; 2025Q3: 7,892 shares; 2025Q4: 7,692 shares; 2026Q1: 7,692 shares; 2026Q2: 7,682 shares 7,682 $4.46M 1.38% -10 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,810 shares; 2024Q4: 34,710 shares; 2025Q1: 44,060 shares; 2025Q2: 59,761 shares; 2025Q3: 63,804 shares; 2025Q4: 74,605 shares; 2026Q1: 86,557 shares; 2026Q2: 92,058 shares 92,058 $4.25M 1.31% +5,501 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: 2,030 shares; 2024Q4: 2,786 shares; 2025Q1: 2,971 shares; 2025Q2: 2,963 shares; 2025Q3: 3,243 shares; 2025Q4: 3,103 shares; 2026Q1: 2,929 shares; 2026Q2: 2,914 shares 2,914 $3.49M 1.08% -15 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,725 shares; 2024Q4: 14,725 shares; 2025Q1: 14,725 shares; 2025Q2: 14,728 shares; 2025Q3: 14,729 shares; 2025Q4: 13,981 shares; 2026Q1: 13,232 shares; 2026Q2: 13,233 shares 13,233 $3.38M 1.04% +1 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: 9,980 shares; 2024Q4: 18,480 shares; 2025Q1: 44,915 shares; 2025Q2: 48,690 shares; 2025Q3: 63,730 shares; 2025Q4: 66,765 shares; 2026Q1: 70,765 shares; 2026Q2: 65,165 shares 65,165 $3.32M 1.02% -5,600 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 922 shares; 2025Q4: 11,245 shares; 2026Q1: 11,479 shares; 2026Q2: 11,366 shares 11,366 $3.23M 0.99% -113 Timeline GDX 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: 41,632 shares; 2024Q4: 41,257 shares; 2025Q1: 41,057 shares; 2025Q2: 41,357 shares; 2025Q3: 41,457 shares; 2025Q4: 42,331 shares; 2026Q1: 42,125 shares; 2026Q2: 42,125 shares 42,125 $3.18M 0.98% 0 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: 3,250 shares; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 2,750 shares; 2026Q1: 2,750 shares; 2026Q2: 2,750 shares 2,750 $3.17M 0.98% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,496 shares; 2024Q4: 33,960 shares; 2025Q1: 32,510 shares; 2025Q2: 32,410 shares; 2025Q3: 32,410 shares; 2025Q4: 32,035 shares; 2026Q1: 31,560 shares; 2026Q2: 21,960 shares 21,960 $3.07M 0.94% -9,600 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: 4,785 shares; 2024Q4: 8,846 shares; 2025Q1: 8,846 shares; 2025Q2: 8,846 shares; 2025Q3: 7,840 shares; 2025Q4: 7,830 shares; 2026Q1: 7,825 shares; 2026Q2: 8,159 shares 8,159 $3.02M 0.93% +334 Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,423 shares; 2026Q2: 118,119 shares 118,119 $3M 0.92% +53,696 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,843 shares; 2025Q3: 74,788 shares; 2025Q4: 100,242 shares; 2026Q1: 116,967 shares; 2026Q2: 132,083 shares 132,083 $2.93M 0.9% +15,116 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: 545 shares; 2025Q3: 545 shares; 2025Q4: 2,267 shares; 2026Q1: 2,540 shares; 2026Q2: 2,340 shares 2,340 $2.75M 0.85% -200 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,710 shares; 2024Q4: 15,080 shares; 2025Q1: 14,605 shares; 2025Q2: 15,083 shares; 2025Q3: 14,731 shares; 2025Q4: 15,381 shares; 2026Q1: 16,432 shares; 2026Q2: 16,808 shares 16,808 $2.72M 0.84% +376 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,460 shares; 2024Q4: 9,361 shares; 2025Q1: 10,224 shares; 2025Q2: 10,551 shares; 2025Q3: 10,271 shares; 2025Q4: 10,472 shares; 2026Q1: 10,422 shares; 2026Q2: 10,359 shares 10,359 $2.61M 0.81% -63 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,868 shares; 2024Q4: 12,818 shares; 2025Q1: 12,718 shares; 2025Q2: 13,142 shares; 2025Q3: 12,421 shares; 2025Q4: 12,423 shares; 2026Q1: 12,425 shares; 2026Q2: 12,376 shares 12,376 $2.47M 0.76% -49 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: 8,155 shares; 2024Q4: 8,280 shares; 2025Q1: 8,280 shares; 2025Q2: 8,281 shares; 2025Q3: 8,131 shares; 2025Q4: 8,081 shares; 2026Q1: 8,032 shares; 2026Q2: 8,007 shares 8,007 $2.39M 0.74% -25 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: 18,493 shares; 2024Q4: 18,591 shares; 2025Q1: 18,591 shares; 2025Q2: 18,591 shares; 2025Q3: 18,608 shares; 2025Q4: 17,999 shares; 2026Q1: 17,387 shares; 2026Q2: 18,441 shares 18,441 $2.37M 0.73% +1,054 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,514 shares; 2024Q4: 39,998 shares; 2025Q1: 40,578 shares; 2025Q2: 41,532 shares; 2025Q3: 38,034 shares; 2025Q4: 37,784 shares; 2026Q1: 37,341 shares; 2026Q2: 37,342 shares 37,342 $2.32M 0.72% +1 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,728 shares; 2024Q4: 18,939 shares; 2025Q1: 18,539 shares; 2025Q2: 17,711 shares; 2025Q3: 17,711 shares; 2025Q4: 17,461 shares; 2026Q1: 16,186 shares; 2026Q2: 16,686 shares 16,686 $2.28M 0.7% +500 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: 21,067 shares; 2024Q4: 20,973 shares; 2025Q1: 20,731 shares; 2025Q2: 21,510 shares; 2025Q3: 20,971 shares; 2025Q4: 20,977 shares; 2026Q1: 20,984 shares; 2026Q2: 25,991 shares 25,991 $2.28M 0.7% +5,007 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: 2,978 shares; 2024Q4: 2,979 shares; 2025Q1: 2,979 shares; 2025Q2: 2,993 shares; 2025Q3: 2,646 shares; 2025Q4: 2,646 shares; 2026Q1: 2,646 shares; 2026Q2: 3,015 shares 3,015 $2.22M 0.68% +369 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: 2,055 shares; 2024Q4: 2,055 shares; 2025Q1: 2,030 shares; 2025Q2: 2,030 shares; 2025Q3: 2,030 shares; 2025Q4: 2,030 shares; 2026Q1: 2,030 shares; 2026Q2: 2,031 shares 2,031 $2.16M 0.67% +1 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: 4,501 shares; 2024Q4: 5,806 shares; 2025Q1: 5,920 shares; 2025Q2: 5,920 shares; 2025Q3: 5,920 shares; 2025Q4: 5,920 shares; 2026Q1: 6,120 shares; 2026Q2: 7,478 shares 7,478 $2.1M 0.65% +1,358 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,439 shares; 2024Q4: 3,549 shares; 2025Q1: 4,960 shares; 2025Q2: 5,215 shares; 2025Q3: 5,027 shares; 2025Q4: 5,028 shares; 2026Q1: 4,958 shares; 2026Q2: 4,933 shares 4,933 $2.1M 0.65% -25 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,208 shares; 2024Q4: 5,208 shares; 2025Q1: 5,208 shares; 2025Q2: 5,219 shares; 2025Q3: 5,208 shares; 2025Q4: 5,858 shares; 2026Q1: 5,858 shares; 2026Q2: 5,908 shares 5,908 $2.08M 0.64% +50 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: 10,932 shares; 2024Q4: 10,940 shares; 2025Q1: 10,550 shares; 2025Q2: 10,819 shares; 2025Q3: 9,927 shares; 2025Q4: 9,736 shares; 2026Q1: 9,746 shares; 2026Q2: 9,755 shares 9,755 $2.08M 0.64% +9 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: 5,426 shares; 2024Q4: 5,426 shares; 2025Q1: 5,426 shares; 2025Q2: 5,426 shares; 2025Q3: 5,426 shares; 2025Q4: 10,860 shares; 2026Q1: 10,860 shares; 2026Q2: 10,860 shares 10,860 $2.07M 0.64% 0 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: 7,590 shares; 2024Q4: 8,084 shares; 2025Q1: 8,474 shares; 2025Q2: 8,749 shares; 2025Q3: 7,983 shares; 2025Q4: 7,983 shares; 2026Q1: 7,949 shares; 2026Q2: 8,374 shares 8,374 $2M 0.62% +425 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: 7,698 shares; 2024Q4: 7,698 shares; 2025Q1: 7,698 shares; 2025Q2: 7,698 shares; 2025Q3: 7,518 shares; 2025Q4: 7,519 shares; 2026Q1: 7,519 shares; 2026Q2: 7,769 shares 7,769 $1.96M 0.6% +250 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,433 shares; 2024Q4: 2,384 shares; 2025Q1: 2,363 shares; 2025Q2: 2,861 shares; 2025Q3: 2,363 shares; 2025Q4: 2,425 shares; 2026Q1: 2,359 shares; 2026Q2: 2,584 shares 2,584 $1.94M 0.6% +225 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,118 shares; 2024Q4: 13,118 shares; 2025Q1: 13,168 shares; 2025Q2: 13,229 shares; 2025Q3: 13,240 shares; 2025Q4: 12,754 shares; 2026Q1: 12,264 shares; 2026Q2: 12,274 shares 12,274 $1.92M 0.59% +10 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: 21,096 shares; 2024Q4: 21,159 shares; 2025Q1: 22,152 shares; 2025Q2: 22,263 shares; 2025Q3: 21,546 shares; 2025Q4: 42,947 shares; 2026Q1: 42,468 shares; 2026Q2: 41,945 shares 41,945 $1.9M 0.59% -523 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,491 shares; 2024Q4: 13,396 shares; 2025Q1: 13,398 shares; 2025Q2: 13,402 shares; 2025Q3: 13,406 shares; 2025Q4: 13,361 shares; 2026Q1: 13,339 shares; 2026Q2: 66,711 shares 66,711 $1.83M 0.56% +53,372 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: 9,589 shares; 2024Q4: 9,589 shares; 2025Q1: 9,089 shares; 2025Q2: 9,105 shares; 2025Q3: 9,109 shares; 2025Q4: 8,877 shares; 2026Q1: 8,645 shares; 2026Q2: 8,661 shares 8,661 $1.81M 0.56% +16 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: 15,680 shares; 2024Q4: 15,925 shares; 2025Q1: 15,925 shares; 2025Q2: 16,704 shares; 2025Q3: 17,361 shares; 2025Q4: 17,192 shares; 2026Q1: 17,192 shares; 2026Q2: 17,213 shares 17,213 $1.66M 0.51% +21 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,125 shares; 2024Q4: 24,972 shares; 2025Q1: 28,864 shares; 2025Q2: 30,826 shares; 2025Q3: 34,233 shares; 2025Q4: 39,213 shares; 2026Q1: 41,947 shares; 2026Q2: 42,816 shares 42,816 $1.64M 0.5% +869 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: 30,483 shares; 2024Q4: 30,483 shares; 2025Q1: 30,483 shares; 2025Q2: 30,498 shares; 2025Q3: 30,514 shares; 2025Q4: 29,378 shares; 2026Q1: 28,503 shares; 2026Q2: 28,517 shares 28,517 $1.62M 0.5% +14 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: 8,887 shares; 2024Q4: 8,892 shares; 2025Q1: 8,892 shares; 2025Q2: 8,922 shares; 2025Q3: 8,922 shares; 2025Q4: 8,823 shares; 2026Q1: 8,785 shares; 2026Q2: 8,744 shares 8,744 $1.62M 0.5% -41 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: 4,898 shares; 2024Q4: 7,076 shares; 2025Q1: 7,201 shares; 2025Q2: 7,217 shares; 2025Q3: 6,701 shares; 2025Q4: 7,661 shares; 2026Q1: 8,661 shares; 2026Q2: 10,916 shares 10,916 $1.6M 0.49% +2,255 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: 6,092 shares; 2024Q4: 6,093 shares; 2025Q1: 6,093 shares; 2025Q2: 6,070 shares; 2025Q3: 6,050 shares; 2025Q4: 6,044 shares; 2026Q1: 6,047 shares; 2026Q2: 6,049 shares 6,049 $1.54M 0.47% +2 Timeline VTWO 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: 12,374 shares; 2024Q4: 12,374 shares; 2025Q1: 12,374 shares; 2025Q2: 12,328 shares; 2025Q3: 12,328 shares; 2025Q4: 12,328 shares; 2026Q1: 12,328 shares; 2026Q2: 12,328 shares 12,328 $1.5M 0.46% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,928 shares; 2024Q4: 19,339 shares; 2025Q1: 19,339 shares; 2025Q2: 19,339 shares; 2025Q3: 19,339 shares; 2025Q4: 19,339 shares; 2026Q1: 19,339 shares; 2026Q2: 19,139 shares 19,139 $1.48M 0.45% -200 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,216 shares; 2024Q4: 13,367 shares; 2025Q1: 15,349 shares; 2025Q2: 20,003 shares; 2025Q3: 20,777 shares; 2025Q4: 21,627 shares; 2026Q1: 20,873 shares; 2026Q2: 20,823 shares 20,823 $1.41M 0.43% -50 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,742 shares; 2025Q1: 2,802 shares; 2025Q2: 2,802 shares; 2025Q3: 2,682 shares; 2025Q4: 2,682 shares; 2026Q1: 2,682 shares; 2026Q2: 3,975 shares 3,975 $1.4M 0.43% +1,293 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,988 shares; 2024Q4: 1,988 shares; 2025Q1: 1,988 shares; 2025Q2: 1,988 shares; 2025Q3: 1,988 shares; 2025Q4: 1,988 shares; 2026Q1: 1,988 shares; 2026Q2: 1,988 shares 1,988 $1.4M 0.43% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,145 shares; 2024Q4: 18,390 shares; 2025Q1: 18,290 shares; 2025Q2: 18,290 shares; 2025Q3: 18,392 shares; 2025Q4: 33,230 shares; 2026Q1: 33,171 shares; 2026Q2: 32,250 shares 32,250 $1.37M 0.42% -921 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: 20,225 shares; 2024Q4: 20,125 shares; 2025Q1: 19,360 shares; 2025Q2: 19,360 shares; 2025Q3: 19,260 shares; 2025Q4: 19,319 shares; 2026Q1: 18,719 shares; 2026Q2: 17,859 shares 17,859 $1.35M 0.42% -860 Timeline AVES 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: 16,044 shares; 2024Q4: 16,167 shares; 2025Q1: 16,776 shares; 2025Q2: 17,669 shares; 2025Q3: 18,334 shares; 2025Q4: 18,574 shares; 2026Q1: 19,081 shares; 2026Q2: 19,316 shares 19,316 $1.27M 0.39% +235 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,195 shares; 2024Q4: 10,142 shares; 2025Q1: 10,145 shares; 2025Q2: 10,147 shares; 2025Q3: 10,150 shares; 2025Q4: 9,947 shares; 2026Q1: 9,899 shares; 2026Q2: 9,901 shares 9,901 $1.25M 0.39% +2 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: 5,471 shares; 2024Q4: 6,250 shares; 2025Q1: 6,250 shares; 2025Q2: 6,205 shares; 2025Q3: 6,209 shares; 2025Q4: 7,487 shares; 2026Q1: 7,415 shares; 2026Q2: 7,262 shares 7,262 $1.2M 0.37% -153 Timeline JIVE 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,700 shares; 2026Q1: 8,725 shares; 2026Q2: 13,050 shares 13,050 $1.2M 0.37% +4,325 Timeline JEPQ 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: 15,720 shares; 2024Q4: 15,721 shares; 2025Q1: 16,052 shares; 2025Q2: 19,299 shares; 2025Q3: 18,460 shares; 2025Q4: 18,961 shares; 2026Q1: 19,263 shares; 2026Q2: 19,139 shares 19,139 $1.18M 0.36% -124 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,100 shares; 2025Q4: 15,000 shares; 2026Q1: 24,850 shares; 2026Q2: 24,750 shares 24,750 $1.14M 0.35% -100 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: 9,571 shares; 2024Q4: 9,571 shares; 2025Q1: 10,239 shares; 2025Q2: 10,299 shares; 2025Q3: 10,715 shares; 2025Q4: 13,187 shares; 2026Q1: 13,196 shares; 2026Q2: 13,478 shares 13,478 $1.12M 0.35% +282 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: not reported; 2024Q4: 7,156 shares; 2025Q1: 7,156 shares; 2025Q2: 7,156 shares; 2025Q3: 7,156 shares; 2025Q4: 7,156 shares; 2026Q1: 7,156 shares; 2026Q2: 7,000 shares 7,000 $1.11M 0.34% -156 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: 3,586 shares; 2024Q4: 3,577 shares; 2025Q1: 3,582 shares; 2025Q2: 3,594 shares; 2025Q3: 3,584 shares; 2025Q4: 3,484 shares; 2026Q1: 3,485 shares; 2026Q2: 4,070 shares 4,070 $1.1M 0.34% +585 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,352 shares; 2024Q4: 5,352 shares; 2025Q1: 6,324 shares; 2025Q2: 6,203 shares; 2025Q3: 8,281 shares; 2025Q4: 8,281 shares; 2026Q1: 8,237 shares; 2026Q2: 8,065 shares 8,065 $1.09M 0.34% -172 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,126 shares; 2024Q4: 10,127 shares; 2025Q1: 10,127 shares; 2025Q2: 10,129 shares; 2025Q3: 10,129 shares; 2025Q4: 9,630 shares; 2026Q1: 9,630 shares; 2026Q2: 9,632 shares 9,632 $1.08M 0.33% +2 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: 21,388 shares; 2024Q4: 21,626 shares; 2025Q1: 21,326 shares; 2025Q2: 21,226 shares; 2025Q3: 21,234 shares; 2025Q4: 19,709 shares; 2026Q1: 18,716 shares; 2026Q2: 18,722 shares 18,722 $1.08M 0.33% +6 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,265 shares; 2025Q1: 7,266 shares; 2025Q2: 7,302 shares; 2025Q3: 7,267 shares; 2025Q4: 6,142 shares; 2026Q1: 5,018 shares; 2026Q2: 5,318 shares 5,318 $1.01M 0.31% +300 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,949 shares; 2024Q4: 11,225 shares; 2025Q1: 9,825 shares; 2025Q2: 9,825 shares; 2025Q3: 9,828 shares; 2025Q4: 9,731 shares; 2026Q1: 9,733 shares; 2026Q2: 9,627 shares 9,627 $996K 0.31% -106 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: 2,028 shares; 2024Q4: 2,028 shares; 2025Q1: 2,028 shares; 2025Q2: 2,028 shares; 2025Q3: 1,328 shares; 2025Q4: 1,328 shares; 2026Q1: 1,318 shares; 2026Q2: 1,988 shares 1,988 $995K 0.31% +670 Timeline KNG 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: 6,985 shares; 2024Q4: 8,235 shares; 2025Q1: 9,485 shares; 2025Q2: 12,564 shares; 2025Q3: 16,748 shares; 2025Q4: 18,002 shares; 2026Q1: 19,207 shares; 2026Q2: 19,662 shares 19,662 $993K 0.31% +455 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,200 shares; 2024Q4: 7,200 shares; 2025Q1: 7,200 shares; 2025Q2: 7,645 shares; 2025Q3: 7,200 shares; 2025Q4: 7,393 shares; 2026Q1: 7,393 shares; 2026Q2: 7,200 shares 7,200 $990K 0.31% -193 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,992 shares; 2024Q4: 5,992 shares; 2025Q1: 7,473 shares; 2025Q2: 7,597 shares; 2025Q3: 7,597 shares; 2025Q4: 7,597 shares; 2026Q1: 7,597 shares; 2026Q2: 8,662 shares 8,662 $981K 0.3% +1,065 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: 9,256 shares; 2024Q4: 9,156 shares; 2025Q1: 8,756 shares; 2025Q2: 8,807 shares; 2025Q3: 8,756 shares; 2025Q4: 8,644 shares; 2026Q1: 8,644 shares; 2026Q2: 8,344 shares 8,344 $980K 0.3% -300 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,251 shares; 2024Q4: 31,255 shares; 2025Q1: 31,061 shares; 2025Q2: 31,068 shares; 2025Q3: 29,310 shares; 2025Q4: 26,694 shares; 2026Q1: 26,699 shares; 2026Q2: 38,580 shares 38,580 $929K 0.29% +11,881 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: 3,955 shares; 2024Q4: 4,643 shares; 2025Q1: 5,218 shares; 2025Q2: 5,773 shares; 2025Q3: 6,468 shares; 2025Q4: 7,184 shares; 2026Q1: 8,079 shares; 2026Q2: 9,005 shares 9,005 $928K 0.29% +926 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: 7,148 shares; 2024Q4: 7,098 shares; 2025Q1: 6,748 shares; 2025Q2: 6,748 shares; 2025Q3: 6,348 shares; 2025Q4: 6,523 shares; 2026Q1: 7,323 shares; 2026Q2: 7,323 shares 7,323 $862K 0.27% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,429 shares; 2024Q4: 2,437 shares; 2025Q1: 2,347 shares; 2025Q2: 2,358 shares; 2025Q3: 2,348 shares; 2025Q4: 2,349 shares; 2026Q1: 2,335 shares; 2026Q2: 2,328 shares 2,328 $843K 0.26% -7 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: 3,839 shares; 2024Q4: 3,839 shares; 2025Q1: 3,839 shares; 2025Q2: 3,839 shares; 2025Q3: 3,839 shares; 2025Q4: 3,939 shares; 2026Q1: 3,939 shares; 2026Q2: 3,839 shares 3,839 $842K 0.26% -100 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,032 shares; 2024Q4: 3,818 shares; 2025Q1: 3,684 shares; 2025Q2: 3,684 shares; 2025Q3: 3,984 shares; 2025Q4: 3,909 shares; 2026Q1: 3,884 shares; 2026Q2: 3,884 shares 3,884 $841K 0.26% 0 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: 4,160 shares; 2024Q4: 4,160 shares; 2025Q1: 3,920 shares; 2025Q2: 2,969 shares; 2025Q3: 2,969 shares; 2025Q4: 2,894 shares; 2026Q1: 2,819 shares; 2026Q2: 2,799 shares 2,799 $841K 0.26% -20 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: 977 shares; 2024Q4: 1,277 shares; 2025Q1: 1,606 shares; 2025Q2: 1,611 shares; 2025Q3: 1,652 shares; 2025Q4: 1,652 shares; 2026Q1: 1,645 shares; 2026Q2: 1,645 shares 1,645 $838K 0.26% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,162 shares; 2024Q4: 9,142 shares; 2025Q1: 8,710 shares; 2025Q2: 9,010 shares; 2025Q3: 8,382 shares; 2025Q4: 8,184 shares; 2026Q1: 7,874 shares; 2026Q2: 8,699 shares 8,699 $837K 0.26% +825 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,816 shares; 2024Q4: 11,809 shares; 2025Q1: 11,837 shares; 2025Q2: 11,630 shares; 2025Q3: 11,674 shares; 2025Q4: 11,711 shares; 2026Q1: 11,743 shares; 2026Q2: 11,774 shares 11,774 $823K 0.25% +31 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,849 shares; 2024Q4: 2,850 shares; 2025Q1: 2,851 shares; 2025Q2: 2,875 shares; 2025Q3: 2,903 shares; 2025Q4: 3,105 shares; 2026Q1: 3,106 shares; 2026Q2: 2,757 shares 2,757 $822K 0.25% -349 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,259 shares; 2024Q4: 11,259 shares; 2025Q1: 11,259 shares; 2025Q2: 11,259 shares; 2025Q3: 11,259 shares; 2025Q4: 11,259 shares; 2026Q1: 11,259 shares; 2026Q2: 11,259 shares 11,259 $794K 0.24% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,735 shares; 2024Q4: 8,962 shares; 2025Q1: 8,966 shares; 2025Q2: 9,569 shares; 2025Q3: 11,589 shares; 2025Q4: 12,889 shares; 2026Q1: 12,689 shares; 2026Q2: 9,614 shares 9,614 $789K 0.24% -3,075 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: 975 shares; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares; 2026Q2: 1,043 shares 1,043 $779K 0.24% -7 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,860 shares; 2024Q4: 9,860 shares; 2025Q1: 9,860 shares; 2025Q2: 9,862 shares; 2025Q3: 9,863 shares; 2025Q4: 9,864 shares; 2026Q1: 9,919 shares; 2026Q2: 9,720 shares 9,720 $749K 0.23% -199 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: 2,034 shares; 2024Q4: 2,035 shares; 2025Q1: 2,135 shares; 2025Q2: 2,065 shares; 2025Q3: 2,065 shares; 2025Q4: 4,465 shares; 2026Q1: 6,565 shares; 2026Q2: 6,715 shares 6,715 $737K 0.23% +150 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,737 shares; 2024Q4: 3,737 shares; 2025Q1: 3,737 shares; 2025Q2: 3,738 shares; 2025Q3: 3,623 shares; 2025Q4: 3,449 shares; 2026Q1: 3,275 shares; 2026Q2: 3,276 shares 3,276 $730K 0.23% +1 Timeline DFEV 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: 10,400 shares; 2024Q4: 12,200 shares; 2025Q1: 12,500 shares; 2025Q2: 13,950 shares; 2025Q3: 14,550 shares; 2025Q4: 15,650 shares; 2026Q1: 15,950 shares; 2026Q2: 17,100 shares 17,100 $730K 0.22% +1,150 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,601 shares; 2024Q4: 92,215 shares; 2025Q1: 62,070 shares; 2025Q2: 60,327 shares; 2025Q3: 60,236 shares; 2025Q4: 32,134 shares; 2026Q1: 32,138 shares; 2026Q2: 31,969 shares 31,969 $714K 0.22% -169 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,094 shares; 2025Q1: 1,094 shares; 2025Q2: 1,105 shares; 2025Q3: 933 shares; 2025Q4: 933 shares; 2026Q1: 1,019 shares; 2026Q2: 1,022 shares 1,022 $702K 0.22% +3 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: 716 shares; 2024Q4: 1,432 shares; 2025Q1: 1,920 shares; 2025Q2: 1,945 shares; 2025Q3: 1,815 shares; 2025Q4: 1,865 shares; 2026Q1: 2,110 shares; 2026Q2: 2,040 shares 2,040 $696K 0.21% -70 Timeline JMUB 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,500 shares; 2026Q2: 13,400 shares 13,400 $679K 0.21% +4,900 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,965 shares; 2024Q4: 3,973 shares; 2025Q1: 3,973 shares; 2025Q2: 3,967 shares; 2025Q3: 3,868 shares; 2025Q4: 3,856 shares; 2026Q1: 3,843 shares; 2026Q2: 3,846 shares 3,846 $667K 0.21% +3 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: 4,102 shares; 2024Q4: 4,002 shares; 2025Q1: 3,952 shares; 2025Q2: 3,927 shares; 2025Q3: 2,752 shares; 2025Q4: 2,752 shares; 2026Q1: 2,752 shares; 2026Q2: 3,022 shares 3,022 $659K 0.2% +270 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: 8,402 shares; 2024Q4: 8,413 shares; 2025Q1: 33,261 shares; 2025Q2: 22,041 shares; 2025Q3: 20,241 shares; 2025Q4: 20,341 shares; 2026Q1: 21,141 shares; 2026Q2: 13,841 shares 13,841 $630K 0.19% -7,300 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,015 shares; 2024Q4: 3,016 shares; 2025Q1: 2,964 shares; 2025Q2: 2,864 shares; 2025Q3: 2,865 shares; 2025Q4: 2,848 shares; 2026Q1: 2,509 shares; 2026Q2: 2,554 shares 2,554 $619K 0.19% +45 Timeline VDC 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: 2,855 shares; 2024Q4: 2,855 shares; 2025Q1: 2,855 shares; 2025Q2: 2,855 shares; 2025Q3: 2,705 shares; 2025Q4: 2,705 shares; 2026Q1: 2,705 shares; 2026Q2: 2,705 shares 2,705 $610K 0.19% 0 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: 605 shares; 2024Q4: 605 shares; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 605 shares; 2026Q1: 605 shares; 2026Q2: 600 shares 600 $607K 0.19% -5 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,954 shares; 2024Q4: 12,954 shares; 2025Q1: 12,954 shares; 2025Q2: 12,954 shares; 2025Q3: 12,954 shares; 2025Q4: 12,954 shares; 2026Q1: 12,954 shares; 2026Q2: 12,954 shares 12,954 $597K 0.18% 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: 6,282 shares; 2024Q4: 6,293 shares; 2025Q1: 6,300 shares; 2025Q2: 6,306 shares; 2025Q3: 6,137 shares; 2025Q4: 6,159 shares; 2026Q1: 6,166 shares; 2026Q2: 6,172 shares 6,172 $595K 0.18% +6 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,285 shares; 2024Q4: 10,418 shares; 2025Q1: 10,018 shares; 2025Q2: 9,768 shares; 2025Q3: 9,768 shares; 2025Q4: 14,644 shares; 2026Q1: 14,544 shares; 2026Q2: 14,445 shares 14,445 $593K 0.18% -99 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,200 shares; 2026Q2: 17,500 shares 17,500 $586K 0.18% +5,300 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: 10,465 shares; 2024Q4: 10,465 shares; 2025Q1: 10,465 shares; 2025Q2: 10,465 shares; 2025Q3: 10,465 shares; 2025Q4: 10,465 shares; 2026Q1: 10,465 shares; 2026Q2: 10,465 shares 10,465 $576K 0.18% 0 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: 2,070 shares; 2024Q4: 1,970 shares; 2025Q1: 1,970 shares; 2025Q2: 1,945 shares; 2025Q3: 1,945 shares; 2025Q4: 1,735 shares; 2026Q1: 1,550 shares; 2026Q2: 1,550 shares 1,550 $571K 0.18% 0 Timeline XBI 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: 3,766 shares; 2024Q4: 3,766 shares; 2025Q1: 3,716 shares; 2025Q2: 3,616 shares; 2025Q3: 3,616 shares; 2025Q4: 3,620 shares; 2026Q1: 3,584 shares; 2026Q2: 3,585 shares 3,585 $567K 0.17% +1 Timeline FELC 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: 13,249 shares; 2024Q4: 13,286 shares; 2025Q1: 13,325 shares; 2025Q2: 13,361 shares; 2025Q3: 13,390 shares; 2025Q4: 13,420 shares; 2026Q1: 13,458 shares; 2026Q2: 13,486 shares 13,486 $565K 0.17% +28 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: 3,687 shares; 2024Q4: 3,637 shares; 2025Q1: 3,637 shares; 2025Q2: 3,587 shares; 2025Q3: 3,753 shares; 2025Q4: 3,728 shares; 2026Q1: 3,728 shares; 2026Q2: 3,728 shares 3,728 $553K 0.17% 0 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: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,422 shares; 2025Q3: 3,400 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares; 2026Q2: 3,100 shares 3,100 $510K 0.16% 0 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not 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 $510K 0.16% new Timeline VIS 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: 1,755 shares; 2024Q4: 1,405 shares; 2025Q1: 1,405 shares; 2025Q2: 1,405 shares; 2025Q3: 1,405 shares; 2025Q4: 1,405 shares; 2026Q1: 1,405 shares; 2026Q2: 1,405 shares 1,405 $506K 0.16% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,578 shares; 2024Q4: 4,378 shares; 2025Q1: 4,378 shares; 2025Q2: 4,180 shares; 2025Q3: 4,182 shares; 2025Q4: 4,185 shares; 2026Q1: 4,186 shares; 2026Q2: 4,187 shares 4,187 $492K 0.15% +1 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL 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: 2,184 shares 2,184 $489K 0.15% new Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC 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: 3,800 shares; 2025Q4: 4,900 shares; 2026Q1: 6,350 shares; 2026Q2: 6,150 shares 6,150 $487K 0.15% -200 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: 1,761 shares; 2024Q4: 1,761 shares; 2025Q1: 1,761 shares; 2025Q2: 1,761 shares; 2025Q3: 2,053 shares; 2025Q4: 2,053 shares; 2026Q1: 2,053 shares; 2026Q2: 2,053 shares 2,053 $486K 0.15% 0 Timeline FCTE ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,400 shares; 2024Q4: 24,250 shares; 2025Q1: 23,250 shares; 2025Q2: 22,450 shares; 2025Q3: 21,350 shares; 2025Q4: 16,600 shares; 2026Q1: 16,600 shares; 2026Q2: 16,600 shares 16,600 $485K 0.15% 0 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 2,184 shares 2,184 $483K 0.15% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 2,795 shares 2,795 $478K 0.15% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,946 shares; 2024Q4: 14,446 shares; 2025Q1: 14,446 shares; 2025Q2: 14,246 shares; 2025Q3: 14,246 shares; 2025Q4: 11,996 shares; 2026Q1: 9,546 shares; 2026Q2: 9,546 shares 9,546 $454K 0.14% 0 Timeline OMFL 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: 6,600 shares; 2024Q4: 6,600 shares; 2025Q1: 6,300 shares; 2025Q2: 6,250 shares; 2025Q3: 6,250 shares; 2025Q4: 6,251 shares; 2026Q1: 6,251 shares; 2026Q2: 6,251 shares 6,251 $428K 0.13% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,029 shares; 2024Q4: 4,029 shares; 2025Q1: 3,831 shares; 2025Q2: 3,831 shares; 2025Q3: 3,831 shares; 2025Q4: 3,657 shares; 2026Q1: 3,483 shares; 2026Q2: 3,383 shares 3,383 $428K 0.13% -100 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: 2,683 shares; 2024Q4: 2,683 shares; 2025Q1: 2,683 shares; 2025Q2: 2,683 shares; 2025Q3: 2,683 shares; 2025Q4: 2,683 shares; 2026Q1: 2,683 shares; 2026Q2: 2,683 shares 2,683 $426K 0.13% 0 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: 2,985 shares; 2024Q4: 2,987 shares; 2025Q1: 2,888 shares; 2025Q2: 2,791 shares; 2025Q3: 2,793 shares; 2025Q4: 5,590 shares; 2026Q1: 5,593 shares; 2026Q2: 7,952 shares 7,952 $422K 0.13% +2,359 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: 1,064 shares; 2024Q4: 1,231 shares; 2025Q1: 1,302 shares; 2025Q2: 1,302 shares; 2025Q3: 1,290 shares; 2025Q4: 1,228 shares; 2026Q1: 1,132 shares; 2026Q2: 1,125 shares 1,125 $420K 0.13% -7 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,914 shares; 2025Q4: 1,914 shares; 2026Q1: 1,914 shares; 2026Q2: 2,898 shares 2,898 $419K 0.13% +984 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares; 2025Q3: 4,387 shares; 2025Q4: 4,387 shares; 2026Q1: 4,387 shares; 2026Q2: 4,387 shares 4,387 $398K 0.12% 0 Timeline ESGV 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: 3,341 shares; 2025Q1: 3,341 shares; 2025Q2: 3,341 shares; 2025Q3: 3,341 shares; 2025Q4: 3,341 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $397K 0.12% 0 Timeline MOO 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: 5,126 shares; 2024Q4: 5,126 shares; 2025Q1: 5,001 shares; 2025Q2: 5,001 shares; 2025Q3: 5,001 shares; 2025Q4: 5,001 shares; 2026Q1: 5,001 shares; 2026Q2: 5,001 shares 5,001 $396K 0.12% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,278 shares; 2024Q4: 2,279 shares; 2025Q1: 2,281 shares; 2025Q2: 2,272 shares; 2025Q3: 1,826 shares; 2025Q4: 1,790 shares; 2026Q1: 1,790 shares; 2026Q2: 1,790 shares 1,790 $395K 0.12% 0 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: 433 shares; 2024Q4: 413 shares; 2025Q1: 413 shares; 2025Q2: 416 shares; 2025Q3: 413 shares; 2025Q4: 428 shares; 2026Q1: 410 shares; 2026Q2: 410 shares 410 $384K 0.12% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,404 shares; 2024Q4: 4,410 shares; 2025Q1: 4,166 shares; 2025Q2: 4,174 shares; 2025Q3: 4,133 shares; 2025Q4: 3,442 shares; 2026Q1: 3,449 shares; 2026Q2: 3,557 shares 3,557 $382K 0.12% +108 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: 7,700 shares 7,700 $379K 0.12% new Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,991 shares; 2024Q4: 19,691 shares; 2025Q1: 19,691 shares; 2025Q2: 19,194 shares; 2025Q3: 18,998 shares; 2025Q4: 16,063 shares; 2026Q1: 15,729 shares; 2026Q2: 15,733 shares 15,733 $377K 0.12% +4 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: 4,141 shares; 2024Q4: 4,549 shares; 2025Q1: 4,549 shares; 2025Q2: 4,602 shares; 2025Q3: 4,549 shares; 2025Q4: 4,549 shares; 2026Q1: 4,549 shares; 2026Q2: 4,549 shares 4,549 $370K 0.11% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 329 shares; 2024Q4: 329 shares; 2025Q1: 329 shares; 2025Q2: 329 shares; 2025Q3: 329 shares; 2025Q4: 329 shares; 2026Q1: 324 shares; 2026Q2: 324 shares 324 $367K 0.11% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,487 shares; 2024Q4: 1,537 shares; 2025Q1: 1,487 shares; 2025Q2: 1,487 shares; 2025Q3: 1,487 shares; 2025Q4: 1,487 shares; 2026Q1: 1,487 shares; 2026Q2: 1,487 shares 1,487 $366K 0.11% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,218 shares 1,218 $363K 0.11% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,192 shares; 2025Q1: 4,192 shares; 2025Q2: 4,192 shares; 2025Q3: 4,192 shares; 2025Q4: 4,192 shares; 2026Q1: 4,192 shares; 2026Q2: 4,192 shares 4,192 $358K 0.11% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,044 shares; 2025Q1: 1,044 shares; 2025Q2: 1,044 shares; 2025Q3: 1,044 shares; 2025Q4: 1,072 shares; 2026Q1: 1,072 shares; 2026Q2: 1,045 shares 1,045 $358K 0.11% -27 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,865 shares; 2024Q4: 1,865 shares; 2025Q1: 1,865 shares; 2025Q2: 1,865 shares; 2025Q3: 1,865 shares; 2025Q4: 1,865 shares; 2026Q1: 1,865 shares; 2026Q2: 1,865 shares 1,865 $355K 0.11% 0 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: 4,039 shares; 2024Q4: 4,039 shares; 2025Q1: 4,058 shares; 2025Q2: 4,059 shares; 2025Q3: 4,063 shares; 2025Q4: 3,669 shares; 2026Q1: 3,512 shares; 2026Q2: 3,267 shares 3,267 $352K 0.11% -245 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: 4,552 shares; 2024Q4: 4,752 shares; 2025Q1: 4,752 shares; 2025Q2: 4,752 shares; 2025Q3: 4,752 shares; 2025Q4: 4,752 shares; 2026Q1: 3,112 shares; 2026Q2: 3,112 shares 3,112 $343K 0.11% 0 Timeline SPHD 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: 6,700 shares; 2024Q4: 6,700 shares; 2025Q1: 6,500 shares; 2025Q2: 10,213 shares; 2025Q3: 6,502 shares; 2025Q4: 6,569 shares; 2026Q1: 6,570 shares; 2026Q2: 6,571 shares 6,571 $334K 0.1% +1 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $324K 0.1% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS 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: 625 shares; 2026Q2: 1,155 shares 1,155 $323K 0.1% +530 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR 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: 30,451 shares 30,451 $322K 0.1% new Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,327 shares 4,327 $319K 0.1% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,238 shares; 2024Q4: 2,238 shares; 2025Q1: 2,238 shares; 2025Q2: 2,238 shares; 2025Q3: 2,238 shares; 2025Q4: 2,108 shares; 2026Q1: 2,108 shares; 2026Q2: 2,108 shares 2,108 $319K 0.1% 0 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: 18,017 shares; 2024Q4: 18,354 shares; 2025Q1: 18,354 shares; 2025Q2: 18,354 shares; 2025Q3: 18,595 shares; 2025Q4: 17,970 shares; 2026Q1: 17,152 shares; 2026Q2: 15,405 shares 15,405 $319K 0.1% -1,747 Timeline WBI WATERBRIDGE INFRASTRUCTURE L More: the full row for WATERBRIDGE INFRASTRUCTURE L 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: 8,400 shares; 2025Q4: not reported; 2026Q1: 9,800 shares; 2026Q2: 9,200 shares 9,200 $315K 0.1% -600 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: 489 shares; 2024Q4: 489 shares; 2025Q1: 489 shares; 2025Q2: 489 shares; 2025Q3: 489 shares; 2025Q4: 489 shares; 2026Q1: 489 shares; 2026Q2: 489 shares 489 $310K 0.1% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,450 shares; 2024Q4: 9,450 shares; 2025Q1: 9,400 shares; 2025Q2: 9,400 shares; 2025Q3: 9,100 shares; 2025Q4: 9,100 shares; 2026Q1: 9,100 shares; 2026Q2: 9,100 shares 9,100 $309K 0.1% 0 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: 6,923 shares; 2024Q4: 6,923 shares; 2025Q1: 6,923 shares; 2025Q2: 6,923 shares; 2025Q3: 6,923 shares; 2025Q4: 6,823 shares; 2026Q1: 6,523 shares; 2026Q2: 6,523 shares 6,523 $297K 0.09% 0 Timeline VSGX 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: 3,604 shares; 2025Q1: 3,604 shares; 2025Q2: 3,604 shares; 2025Q3: 3,604 shares; 2025Q4: 3,604 shares; 2026Q1: 3,604 shares; 2026Q2: 3,604 shares 3,604 $297K 0.09% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,165 shares; 2024Q4: 1,165 shares; 2025Q1: 1,165 shares; 2025Q2: 1,182 shares; 2025Q3: 1,166 shares; 2025Q4: 1,166 shares; 2026Q1: 1,153 shares; 2026Q2: 1,087 shares 1,087 $296K 0.09% -66 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: not reported; 2024Q4: 4,548 shares; 2025Q1: 5,348 shares; 2025Q2: 5,348 shares; 2025Q3: 5,848 shares; 2025Q4: 5,848 shares; 2026Q1: 5,848 shares; 2026Q2: 5,848 shares 5,848 $296K 0.09% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,006 shares; 2024Q4: 5,006 shares; 2025Q1: not reported; 2025Q2: 5,006 shares; 2025Q3: 5,006 shares; 2025Q4: 5,006 shares; 2026Q1: 5,006 shares; 2026Q2: 5,006 shares 5,006 $295K 0.09% 0 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: 4,659 shares; 2024Q4: 4,659 shares; 2025Q1: 4,659 shares; 2025Q2: 4,559 shares; 2025Q3: 4,459 shares; 2025Q4: 4,459 shares; 2026Q1: 4,259 shares; 2026Q2: 4,259 shares 4,259 $280K 0.09% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,573 shares 3,573 $280K 0.09% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 384 shares 384 $278K 0.09% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,491 shares; 2024Q4: 3,512 shares; 2025Q1: 3,512 shares; 2025Q2: 3,512 shares; 2025Q3: 3,512 shares; 2025Q4: 3,512 shares; 2026Q1: 3,512 shares; 2026Q2: 3,341 shares 3,341 $271K 0.08% -171 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,695 shares; 2024Q4: 37,695 shares; 2025Q1: 37,695 shares; 2025Q2: 35,695 shares; 2025Q3: 35,695 shares; 2025Q4: 31,534 shares; 2026Q1: 31,534 shares; 2026Q2: 31,534 shares 31,534 $261K 0.08% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,253 shares; 2024Q4: 5,281 shares; 2025Q1: 4,983 shares; 2025Q2: 4,785 shares; 2025Q3: 4,788 shares; 2025Q4: 4,692 shares; 2026Q1: 4,496 shares; 2026Q2: 4,401 shares 4,401 $255K 0.08% -95 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW 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: 1,127 shares; 2025Q4: 1,130 shares; 2026Q1: 1,133 shares; 2026Q2: 1,136 shares 1,136 $254K 0.08% +3 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,360 shares; 2025Q3: 1,360 shares; 2025Q4: 1,360 shares; 2026Q1: 1,360 shares; 2026Q2: 1,360 shares 1,360 $252K 0.08% 0 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: 2,727 shares; 2024Q4: 2,727 shares; 2025Q1: 2,727 shares; 2025Q2: 3,106 shares; 2025Q3: 2,539 shares; 2025Q4: 2,539 shares; 2026Q1: 2,539 shares; 2026Q2: 2,539 shares 2,539 $245K 0.08% 0 Timeline ISRA 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: not reported; 2025Q2: not reported; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares; 2026Q1: 3,750 shares; 2026Q2: 3,750 shares 3,750 $243K 0.07% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 840 shares; 2024Q4: 840 shares; 2025Q1: 840 shares; 2025Q2: 840 shares; 2025Q3: 840 shares; 2025Q4: 1,109 shares; 2026Q1: 1,109 shares; 2026Q2: 1,109 shares 1,109 $242K 0.07% 0 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: not reported; 2025Q2: 2,276 shares; 2025Q3: 2,276 shares; 2025Q4: 2,276 shares; 2026Q1: 2,276 shares; 2026Q2: 2,276 shares 2,276 $236K 0.07% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 622 shares; 2026Q2: 622 shares 622 $220K 0.07% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,660 shares; 2025Q3: 2,661 shares; 2025Q4: 2,661 shares; 2026Q1: 2,662 shares; 2026Q2: 2,662 shares 2,662 $220K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,736 shares 3,736 $215K 0.07% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 495 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: not reported; 2025Q3: 428 shares; 2025Q4: 428 shares; 2026Q1: 428 shares; 2026Q2: 428 shares 428 $215K 0.07% 0 Timeline EBAY EBAY INC. More: the full row for EBAY 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: 1,909 shares 1,909 $213K 0.07% new Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,850 shares; 2025Q3: 11,350 shares; 2025Q4: 11,350 shares; 2026Q1: 11,350 shares; 2026Q2: 11,350 shares 11,350 $212K 0.07% 0 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: 2,918 shares; 2024Q4: 2,918 shares; 2025Q1: 2,918 shares; 2025Q2: 2,918 shares; 2025Q3: 2,918 shares; 2025Q4: 2,893 shares; 2026Q1: 2,718 shares; 2026Q2: 2,718 shares 2,718 $212K 0.07% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,661 shares; 2026Q2: 1,615 shares 1,615 $211K 0.07% -46 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: 1,200 shares 1,200 $209K 0.06% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS 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: 1,988 shares 1,988 $207K 0.06% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 954 shares; 2024Q4: 939 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,139 shares; 2025Q4: 1,089 shares; 2026Q1: 1,080 shares; 2026Q2: 1,080 shares 1,080 $206K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,353 shares; 2026Q1: 1,353 shares; 2026Q2: 1,353 shares 1,353 $205K 0.06% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR 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: 900 shares 900 $200K 0.06% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 677 shares; 2025Q3: 677 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 631 shares 631 $200K 0.06% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,046 shares; 2025Q1: 11,246 shares; 2025Q2: 12,829 shares; 2025Q3: 12,829 shares; 2025Q4: not reported; 2026Q1: 12,829 shares; 2026Q2: 12,829 shares 12,829 $178K 0.05% 0 Timeline