AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,942 shares; 2024Q4: 29,452 shares; 2025Q1: 29,399 shares; 2025Q2: 27,206 shares; 2025Q3: 28,258 shares; 2025Q4: 61,031 shares; 2026Q1: 42,164 shares; 2026Q2: 189,533 shares 189,533 $54.8M 12.63% +147,369 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,763 shares; 2024Q4: 93,913 shares; 2025Q1: 125,008 shares; 2025Q2: 223,202 shares; 2025Q3: 334,952 shares; 2025Q4: 411,333 shares; 2026Q1: 505,014 shares; 2026Q2: 536,075 shares 536,075 $22.4M 5.15% +31,061 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: 102,299 shares; 2024Q4: 102,376 shares; 2025Q1: 102,392 shares; 2025Q2: 102,569 shares; 2025Q3: 102,674 shares; 2025Q4: 104,280 shares; 2026Q1: 104,015 shares; 2026Q2: 105,260 shares 105,260 $22M 5.07% +1,245 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: 19,250 shares; 2024Q4: 19,735 shares; 2025Q1: 26,745 shares; 2025Q2: 83,169 shares; 2025Q3: 84,095 shares; 2025Q4: 32,484 shares; 2026Q1: 35,849 shares; 2026Q2: 42,950 shares 42,950 $14.1M 3.24% +7,101 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: 30,034 shares; 2024Q4: 33,505 shares; 2025Q1: 32,110 shares; 2025Q2: 35,205 shares; 2025Q3: 36,688 shares; 2025Q4: 74,015 shares; 2026Q1: 42,883 shares; 2026Q2: 53,706 shares 53,706 $10.7M 2.48% +10,823 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 1,797 shares; 2025Q1: 1,797 shares; 2025Q2: 3,239 shares; 2025Q3: 11,535 shares; 2025Q4: 12,255 shares; 2026Q1: 17,423 shares; 2026Q2: 22,118 shares 22,118 $9.43M 2.17% +4,695 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: 13,486 shares; 2024Q4: 14,108 shares; 2025Q1: 15,223 shares; 2025Q2: 16,046 shares; 2025Q3: 14,999 shares; 2025Q4: 28,841 shares; 2026Q1: 17,776 shares; 2026Q2: 22,953 shares 22,953 $8.56M 1.97% +5,177 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: 27,768 shares; 2024Q4: 11,384 shares; 2025Q1: 10,572 shares; 2025Q2: 9,765 shares; 2025Q3: 10,525 shares; 2025Q4: 11,002 shares; 2026Q1: 11,343 shares; 2026Q2: 10,685 shares 10,685 $7.98M 1.84% -658 Timeline EMLP 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: 105,762 shares; 2024Q4: 78,713 shares; 2025Q1: 97,684 shares; 2025Q2: 110,170 shares; 2025Q3: 114,483 shares; 2025Q4: 137,097 shares; 2026Q1: 161,621 shares; 2026Q2: 176,687 shares 176,687 $7.69M 1.77% +15,066 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,087 shares; 2025Q2: 44,973 shares; 2025Q3: 80,466 shares; 2025Q4: 110,257 shares; 2026Q1: 138,900 shares; 2026Q2: 155,313 shares 155,313 $7.62M 1.76% +16,413 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: not reported; 2025Q2: 34,938 shares; 2025Q3: 46,501 shares; 2025Q4: 56,971 shares; 2026Q1: 69,673 shares; 2026Q2: 81,387 shares 81,387 $7.59M 1.75% +11,714 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: 8,365 shares; 2024Q4: 9,550 shares; 2025Q1: 9,403 shares; 2025Q2: 10,287 shares; 2025Q3: 10,778 shares; 2025Q4: 20,511 shares; 2026Q1: 13,484 shares; 2026Q2: 19,702 shares 19,702 $7.04M 1.62% +6,218 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,091 shares; 2024Q4: 17,074 shares; 2025Q1: 18,528 shares; 2025Q2: 18,519 shares; 2025Q3: 18,531 shares; 2025Q4: 18,752 shares; 2026Q1: 20,215 shares; 2026Q2: 20,396 shares 20,396 $6.42M 1.48% +181 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: 65,933 shares; 2024Q4: 28,560 shares; 2025Q1: 45,512 shares; 2025Q2: 48,678 shares; 2025Q3: 54,879 shares; 2025Q4: 40,889 shares; 2026Q1: 57,561 shares; 2026Q2: 60,935 shares 60,935 $6.33M 1.46% +3,374 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: 15,210 shares; 2024Q4: 14,656 shares; 2025Q1: 14,212 shares; 2025Q2: 14,857 shares; 2025Q3: 16,391 shares; 2025Q4: 32,308 shares; 2026Q1: 19,861 shares; 2026Q2: 25,241 shares 25,241 $6.02M 1.39% +5,380 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: 5,467 shares; 2024Q4: 5,130 shares; 2025Q1: 124,929 shares; 2025Q2: 123,567 shares; 2025Q3: 122,913 shares; 2025Q4: 4,113 shares; 2026Q1: 4,220 shares; 2026Q2: 7,310 shares 7,310 $5.47M 1.26% +3,090 Timeline RAAX 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: 17,448 shares; 2025Q4: 43,963 shares; 2026Q1: 85,221 shares; 2026Q2: 130,639 shares 130,639 $5.18M 1.19% +45,418 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: 2,026 shares; 2024Q4: 1,578 shares; 2025Q1: 1,627 shares; 2025Q2: 1,609 shares; 2025Q3: 1,545 shares; 2025Q4: 3,216 shares; 2026Q1: 2,067 shares; 2026Q2: 4,563 shares 4,563 $4.86M 1.12% +2,496 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,819 shares; 2024Q4: 8,556 shares; 2025Q1: 8,253 shares; 2025Q2: 8,135 shares; 2025Q3: 8,536 shares; 2025Q4: 16,704 shares; 2026Q1: 11,020 shares; 2026Q2: 11,816 shares 11,816 $4.46M 1.03% +796 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: 10,020 shares; 2024Q4: 9,502 shares; 2025Q1: 11,558 shares; 2025Q2: 12,297 shares; 2025Q3: 10,404 shares; 2025Q4: 40,873 shares; 2026Q1: 24,523 shares; 2026Q2: 12,198 shares 12,198 $4.31M 0.99% -12,325 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,440 shares; 2024Q4: 11,282 shares; 2025Q1: 12,075 shares; 2025Q2: 12,286 shares; 2025Q3: 12,346 shares; 2025Q4: 14,791 shares; 2026Q1: 11,041 shares; 2026Q2: 32,878 shares 32,878 $3.86M 0.89% +21,837 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: 7,502 shares; 2024Q4: 7,471 shares; 2025Q1: 7,529 shares; 2025Q2: 10,562 shares; 2025Q3: 10,480 shares; 2025Q4: 10,218 shares; 2026Q1: 9,945 shares; 2026Q2: 9,996 shares 9,996 $3.7M 0.85% +51 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: 1,180 shares; 2024Q4: 1,248 shares; 2025Q1: 1,235 shares; 2025Q2: 1,296 shares; 2025Q3: 1,333 shares; 2025Q4: 2,744 shares; 2026Q1: 1,643 shares; 2026Q2: 3,001 shares 3,001 $3.6M 0.83% +1,358 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: 10,260 shares; 2024Q4: 34,948 shares; 2025Q1: 18,647 shares; 2025Q2: 18,089 shares; 2025Q3: 22,915 shares; 2025Q4: 29,420 shares; 2026Q1: 37,176 shares; 2026Q2: 44,909 shares 44,909 $3.39M 0.78% +7,733 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: not reported; 2025Q1: not reported; 2025Q2: 29,294 shares; 2025Q3: 32,925 shares; 2025Q4: 41,116 shares; 2026Q1: 39,538 shares; 2026Q2: 39,567 shares 39,567 $3.38M 0.78% +29 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: 2,858 shares; 2024Q4: 3,005 shares; 2025Q1: 3,826 shares; 2025Q2: 3,928 shares; 2025Q3: 3,754 shares; 2025Q4: 6,184 shares; 2026Q1: 4,360 shares; 2026Q2: 16,757 shares 16,757 $3.18M 0.73% +12,397 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: 481 shares; 2024Q4: 542 shares; 2025Q1: 563 shares; 2025Q2: 594 shares; 2025Q3: 615 shares; 2025Q4: 1,202 shares; 2026Q1: 802 shares; 2026Q2: 3,273 shares 3,273 $3.06M 0.71% +2,471 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 58,735 shares 58,735 $2.99M 0.69% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,568 shares; 2025Q4: 3,664 shares; 2026Q1: 2,214 shares; 2026Q2: 2,559 shares 2,559 $2.95M 0.68% +345 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: 1,753 shares; 2024Q4: 1,876 shares; 2025Q1: 1,977 shares; 2025Q2: 2,787 shares; 2025Q3: 2,874 shares; 2025Q4: 5,119 shares; 2026Q1: 4,325 shares; 2026Q2: 7,871 shares 7,871 $2.94M 0.68% +3,546 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: 2,755 shares; 2024Q4: 3,168 shares; 2025Q1: 3,173 shares; 2025Q2: 3,237 shares; 2025Q3: 3,467 shares; 2025Q4: 7,432 shares; 2026Q1: 4,419 shares; 2026Q2: 5,107 shares 5,107 $2.88M 0.66% +688 Timeline ILOW AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,037 shares; 2024Q4: 63,163 shares; 2025Q1: 63,163 shares; 2025Q2: 63,136 shares; 2025Q3: 63,136 shares; 2025Q4: 61,784 shares; 2026Q1: 61,784 shares; 2026Q2: 59,521 shares 59,521 $2.71M 0.62% -2,263 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,734 shares; 2024Q4: 3,764 shares; 2025Q1: 3,892 shares; 2025Q2: 4,049 shares; 2025Q3: 4,268 shares; 2025Q4: 6,531 shares; 2026Q1: 4,253 shares; 2026Q2: 4,626 shares 4,626 $2.69M 0.62% +373 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,169 shares; 2024Q4: 4,218 shares; 2025Q1: 4,431 shares; 2025Q2: 4,683 shares; 2025Q3: 4,829 shares; 2025Q4: 21,754 shares; 2026Q1: 16,481 shares; 2026Q2: 5,295 shares 5,295 $2.65M 0.61% -11,186 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN 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: not reported; 2025Q4: 8,178 shares; 2026Q1: 13,286 shares; 2026Q2: 78,141 shares 78,141 $2.5M 0.58% +64,855 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: 18,365 shares; 2024Q4: 12,231 shares; 2025Q1: 14,543 shares; 2025Q2: 15,198 shares; 2025Q3: 19,681 shares; 2025Q4: 17,367 shares; 2026Q1: 18,165 shares; 2026Q2: 25,769 shares 25,769 $2.49M 0.57% +7,604 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: 17,144 shares; 2024Q4: 10,831 shares; 2025Q1: 9,878 shares; 2025Q2: 10,898 shares; 2025Q3: 11,279 shares; 2025Q4: 23,291 shares; 2026Q1: 11,939 shares; 2026Q2: 42,824 shares 42,824 $2.44M 0.56% +30,885 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: 3,355 shares; 2024Q4: 3,106 shares; 2025Q1: 3,168 shares; 2025Q2: 3,537 shares; 2025Q3: 3,816 shares; 2025Q4: 7,211 shares; 2026Q1: 5,717 shares; 2026Q2: 7,070 shares 7,070 $2.43M 0.56% +1,353 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,510 shares; 2024Q4: 3,368 shares; 2025Q1: 3,194 shares; 2025Q2: 2,440 shares; 2025Q3: 2,541 shares; 2025Q4: 7,031 shares; 2026Q1: 4,632 shares; 2026Q2: 4,561 shares 4,561 $2.18M 0.5% -71 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: 2,420 shares; 2024Q4: 3,080 shares; 2025Q1: 2,559 shares; 2025Q2: 3,254 shares; 2025Q3: 3,765 shares; 2025Q4: 7,848 shares; 2026Q1: 4,237 shares; 2026Q2: 5,125 shares 5,125 $2.16M 0.5% +888 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: 2,741 shares; 2024Q4: 2,352 shares; 2025Q1: 2,263 shares; 2025Q2: 2,354 shares; 2025Q3: 2,487 shares; 2025Q4: 3,772 shares; 2026Q1: 2,412 shares; 2026Q2: 5,871 shares 5,871 $2.07M 0.48% +3,459 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: 4,332 shares; 2024Q4: 4,341 shares; 2025Q1: 4,997 shares; 2025Q2: 5,332 shares; 2025Q3: 5,557 shares; 2025Q4: 10,674 shares; 2026Q1: 8,371 shares; 2026Q2: 8,090 shares 8,090 $2.05M 0.47% -281 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: 3,420 shares; 2024Q4: 2,340 shares; 2025Q1: 2,440 shares; 2025Q2: 2,590 shares; 2025Q3: 2,741 shares; 2025Q4: 3,275 shares; 2026Q1: 2,872 shares; 2026Q2: 2,876 shares 2,876 $1.97M 0.45% +4 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,569 shares; 2024Q4: 3,693 shares; 2025Q1: 4,285 shares; 2025Q2: 4,405 shares; 2025Q3: 4,359 shares; 2025Q4: 7,640 shares; 2026Q1: 5,242 shares; 2026Q2: 15,482 shares 15,482 $1.96M 0.45% +10,240 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: 78,039 shares; 2024Q4: 19,856 shares; 2025Q1: 16,587 shares; 2025Q2: 21,816 shares; 2025Q3: 21,816 shares; 2025Q4: 32,640 shares; 2026Q1: 26,382 shares; 2026Q2: 26,419 shares 26,419 $1.88M 0.43% +37 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,454 shares; 2024Q4: 3,925 shares; 2025Q1: 3,925 shares; 2025Q2: 20,027 shares; 2025Q3: 20,027 shares; 2025Q4: 22,665 shares; 2026Q1: 26,459 shares; 2026Q2: 27,420 shares 27,420 $1.88M 0.43% +961 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: 6,491 shares; 2024Q4: 6,890 shares; 2025Q1: 6,789 shares; 2025Q2: 6,613 shares; 2025Q3: 6,235 shares; 2025Q4: 8,943 shares; 2026Q1: 7,584 shares; 2026Q2: 12,688 shares 12,688 $1.86M 0.43% +5,104 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: 889 shares; 2024Q4: 889 shares; 2025Q1: 889 shares; 2025Q2: 1,743 shares; 2025Q3: 1,743 shares; 2025Q4: 3,647 shares; 2026Q1: 3,482 shares; 2026Q2: 20,902 shares 20,902 $1.8M 0.41% +17,420 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: 1,100 shares; 2024Q4: 1,036 shares; 2025Q1: 1,076 shares; 2025Q2: 1,089 shares; 2025Q3: 1,091 shares; 2025Q4: 2,106 shares; 2026Q1: 1,190 shares; 2026Q2: 4,966 shares 4,966 $1.8M 0.41% +3,776 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,054 shares; 2026Q1: 1,945 shares; 2026Q2: 12,412 shares 12,412 $1.78M 0.41% +10,467 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: 358 shares; 2024Q4: 393 shares; 2025Q1: 423 shares; 2025Q2: 435 shares; 2025Q3: 443 shares; 2025Q4: 799 shares; 2026Q1: 506 shares; 2026Q2: 5,864 shares 5,864 $1.77M 0.41% +5,358 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: 1,475 shares; 2024Q4: 1,711 shares; 2025Q1: 1,838 shares; 2025Q2: 1,561 shares; 2025Q3: 1,520 shares; 2025Q4: 3,021 shares; 2026Q1: 2,526 shares; 2026Q2: 6,163 shares 6,163 $1.73M 0.4% +3,637 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S 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: 6,286 shares 6,286 $1.68M 0.39% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,572 shares; 2026Q1: not reported; 2026Q2: 29,759 shares 29,759 $1.65M 0.38% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,561 shares; 2025Q3: 2,954 shares; 2025Q4: 7,007 shares; 2026Q1: 3,582 shares; 2026Q2: 3,799 shares 3,799 $1.65M 0.38% +217 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317 shares; 2024Q4: 559 shares; 2025Q1: 536 shares; 2025Q2: 462 shares; 2025Q3: 569 shares; 2025Q4: 1,413 shares; 2026Q1: 789 shares; 2026Q2: 825 shares 825 $1.64M 0.38% +36 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: 20,668 shares; 2024Q4: 14,481 shares; 2025Q1: 14,993 shares; 2025Q2: 15,364 shares; 2025Q3: 13,810 shares; 2025Q4: 11,637 shares; 2026Q1: 11,294 shares; 2026Q2: 11,054 shares 11,054 $1.64M 0.38% -240 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,925 shares; 2024Q4: 4,114 shares; 2025Q1: 3,847 shares; 2025Q2: 4,013 shares; 2025Q3: 4,289 shares; 2025Q4: 7,437 shares; 2026Q1: 6,022 shares; 2026Q2: 18,367 shares 18,367 $1.61M 0.37% +12,345 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,115 shares; 2026Q1: 3,715 shares; 2026Q2: 17,946 shares 17,946 $1.55M 0.36% +14,231 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: 4,565 shares; 2024Q4: 4,954 shares; 2025Q1: 5,339 shares; 2025Q2: 5,769 shares; 2025Q3: 6,221 shares; 2025Q4: 12,413 shares; 2026Q1: 8,749 shares; 2026Q2: 11,402 shares 11,402 $1.47M 0.34% +2,653 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: 514 shares; 2025Q3: 562 shares; 2025Q4: 996 shares; 2026Q1: 604 shares; 2026Q2: 1,234 shares 1,234 $1.45M 0.33% +630 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: 1,670 shares; 2026Q1: 1,503 shares; 2026Q2: 1,963 shares 1,963 $1.42M 0.33% +460 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: 5,528 shares; 2024Q4: 6,038 shares; 2025Q1: 6,356 shares; 2025Q2: 6,929 shares; 2025Q3: 7,493 shares; 2025Q4: 12,983 shares; 2026Q1: 8,180 shares; 2026Q2: 10,195 shares 10,195 $1.39M 0.32% +2,015 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,241 shares; 2026Q2: 7,539 shares 7,539 $1.35M 0.31% +6,298 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,308 shares; 2026Q1: not reported; 2026Q2: 8,252 shares 8,252 $1.34M 0.31% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,552 shares; 2024Q4: 11,976 shares; 2025Q1: 15,699 shares; 2025Q2: 16,396 shares; 2025Q3: 16,491 shares; 2025Q4: 19,288 shares; 2026Q1: 17,854 shares; 2026Q2: 16,121 shares 16,121 $1.34M 0.31% -1,733 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: 7,798 shares; 2024Q4: 1,960 shares; 2025Q1: 1,402 shares; 2025Q2: 3,156 shares; 2025Q3: 3,161 shares; 2025Q4: 3,163 shares; 2026Q1: 3,166 shares; 2026Q2: 4,332 shares 4,332 $1.3M 0.3% +1,166 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,411 shares; 2025Q4: 13,054 shares; 2026Q1: 7,616 shares; 2026Q2: 9,316 shares 9,316 $1.3M 0.3% +1,700 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: 1,940 shares; 2024Q4: 1,864 shares; 2025Q1: 1,885 shares; 2025Q2: 1,723 shares; 2025Q3: 1,695 shares; 2025Q4: 4,089 shares; 2026Q1: 3,168 shares; 2026Q2: 4,291 shares 4,291 $1.28M 0.29% +1,123 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: 7,487 shares; 2024Q4: 8,128 shares; 2025Q1: 8,142 shares; 2025Q2: 9,019 shares; 2025Q3: 9,227 shares; 2025Q4: 17,917 shares; 2026Q1: 10,723 shares; 2026Q2: 11,173 shares 11,173 $1.27M 0.29% +450 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: 8,713 shares; 2024Q4: 9,082 shares; 2025Q1: 9,360 shares; 2025Q2: 7,819 shares; 2025Q3: 7,493 shares; 2025Q4: 6,646 shares; 2026Q1: 6,507 shares; 2026Q2: 5,674 shares 5,674 $1.25M 0.29% -833 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,382 shares; 2024Q4: 3,464 shares; 2025Q1: 3,674 shares; 2025Q2: 3,857 shares; 2025Q3: 4,430 shares; 2025Q4: 6,651 shares; 2026Q1: 5,377 shares; 2026Q2: 7,301 shares 7,301 $1.21M 0.28% +1,924 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: 2,195 shares; 2024Q4: 2,575 shares; 2025Q1: 2,297 shares; 2025Q2: 4,086 shares; 2025Q3: 4,140 shares; 2025Q4: 6,166 shares; 2026Q1: 4,609 shares; 2026Q2: 12,205 shares 12,205 $1.18M 0.27% +7,596 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,727 shares; 2024Q4: 8,727 shares; 2025Q1: 14,006 shares; 2025Q2: 13,562 shares; 2025Q3: 13,562 shares; 2025Q4: 13,562 shares; 2026Q1: 13,316 shares; 2026Q2: 12,027 shares 12,027 $1.18M 0.27% -1,289 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,776 shares; 2026Q1: 3,472 shares; 2026Q2: 4,506 shares 4,506 $1.15M 0.27% +1,034 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: 22,027 shares; 2024Q4: 22,397 shares; 2025Q1: 21,762 shares; 2025Q2: 22,655 shares; 2025Q3: 22,898 shares; 2025Q4: 25,632 shares; 2026Q1: 23,929 shares; 2026Q2: 23,904 shares 23,904 $1.14M 0.26% -25 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: 4,148 shares; 2024Q4: 4,148 shares; 2025Q1: 4,148 shares; 2025Q2: 4,148 shares; 2025Q3: 4,895 shares; 2025Q4: 7,653 shares; 2026Q1: 7,151 shares; 2026Q2: 7,172 shares 7,172 $1.13M 0.26% +21 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,042 shares; 2026Q2: 47,467 shares 47,467 $1.12M 0.26% +37,425 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: 1,769 shares; 2024Q4: 1,900 shares; 2025Q1: 1,951 shares; 2025Q2: 1,664 shares; 2025Q3: 1,863 shares; 2025Q4: 3,777 shares; 2026Q1: 2,296 shares; 2026Q2: 2,680 shares 2,680 $1.11M 0.26% +384 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,700 shares; 2025Q3: 10,143 shares; 2025Q4: 10,806 shares; 2026Q1: 18,217 shares; 2026Q2: 32,968 shares 32,968 $1.1M 0.25% +14,751 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: 1,435 shares; 2024Q4: 907 shares; 2025Q1: 917 shares; 2025Q2: 930 shares; 2025Q3: 874 shares; 2025Q4: 1,760 shares; 2026Q1: 1,075 shares; 2026Q2: 1,044 shares 1,044 $1.06M 0.24% -31 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,046 shares; 2026Q1: 30,018 shares; 2026Q2: 30,154 shares 30,154 $1.05M 0.24% +136 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 822 shares; 2026Q1: not reported; 2026Q2: 3,280 shares 3,280 $1.03M 0.24% new 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: not reported; 2025Q4: 4,049 shares; 2026Q1: not reported; 2026Q2: 17,698 shares 17,698 $1.02M 0.23% new 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: 7,041 shares; 2024Q4: 8,523 shares; 2025Q1: 8,662 shares; 2025Q2: 9,157 shares; 2025Q3: 8,284 shares; 2025Q4: 17,594 shares; 2026Q1: 12,813 shares; 2026Q2: 12,350 shares 12,350 $1.01M 0.23% -463 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: 3,717 shares; 2024Q4: 3,694 shares; 2025Q1: 3,814 shares; 2025Q2: 3,876 shares; 2025Q3: 3,969 shares; 2025Q4: 6,358 shares; 2026Q1: 6,662 shares; 2026Q2: 3,936 shares 3,936 $990K 0.23% -2,726 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 1,512 shares; 2025Q1: 1,681 shares; 2025Q2: 1,657 shares; 2025Q3: 1,751 shares; 2025Q4: 9,960 shares; 2026Q1: 8,752 shares; 2026Q2: 1,924 shares 1,924 $988K 0.23% -6,828 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: not reported; 2025Q3: not reported; 2025Q4: 1,403 shares; 2026Q1: 1,902 shares; 2026Q2: 2,868 shares 2,868 $978K 0.23% +966 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,688 shares 8,688 $954K 0.22% new 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: 176,011 shares; 2024Q4: 126,177 shares; 2025Q1: 104,749 shares; 2025Q2: 110,714 shares; 2025Q3: 104,813 shares; 2025Q4: 85,933 shares; 2026Q1: 58,681 shares; 2026Q2: 58,681 shares 58,681 $932K 0.21% 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: not reported; 2026Q2: 7,029 shares 7,029 $918K 0.21% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,041 shares; 2026Q2: 8,419 shares 8,419 $905K 0.21% +4,378 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: 3,551 shares; 2024Q4: 2,410 shares; 2025Q1: 8,848 shares; 2025Q2: 8,843 shares; 2025Q3: 8,864 shares; 2025Q4: 12,164 shares; 2026Q1: 12,871 shares; 2026Q2: 11,649 shares 11,649 $898K 0.21% -1,222 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,419 shares; 2024Q4: 1,461 shares; 2025Q1: 1,309 shares; 2025Q2: 1,209 shares; 2025Q3: 1,119 shares; 2025Q4: 2,023 shares; 2026Q1: 1,787 shares; 2026Q2: 2,250 shares 2,250 $894K 0.21% +463 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: 3,359 shares; 2024Q4: 3,358 shares; 2025Q1: 3,381 shares; 2025Q2: 3,624 shares; 2025Q3: 3,805 shares; 2025Q4: 5,795 shares; 2026Q1: 4,456 shares; 2026Q2: 6,034 shares 6,034 $884K 0.2% +1,578 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,748 shares; 2024Q4: 3,253 shares; 2025Q1: 2,751 shares; 2025Q2: 2,762 shares; 2025Q3: 2,768 shares; 2025Q4: 2,865 shares; 2026Q1: 2,780 shares; 2026Q2: 2,781 shares 2,781 $881K 0.2% +1 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: 3,498 shares; 2024Q4: 3,654 shares; 2025Q1: 3,658 shares; 2025Q2: 3,624 shares; 2025Q3: 3,707 shares; 2025Q4: 7,650 shares; 2026Q1: 4,847 shares; 2026Q2: 5,772 shares 5,772 $874K 0.2% +925 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: 5,100 shares; 2024Q4: 5,249 shares; 2025Q1: 5,598 shares; 2025Q2: 5,945 shares; 2025Q3: 6,689 shares; 2025Q4: 12,722 shares; 2026Q1: 7,648 shares; 2026Q2: 10,578 shares 10,578 $874K 0.2% +2,930 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: 20,849 shares; 2024Q4: 11,586 shares; 2025Q1: 9,581 shares; 2025Q2: 8,224 shares; 2025Q3: 8,224 shares; 2025Q4: 13,859 shares; 2026Q1: 8,588 shares; 2026Q2: 8,812 shares 8,812 $850K 0.2% +224 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: 8,193 shares; 2024Q4: 8,708 shares; 2025Q1: 9,007 shares; 2025Q2: 5,258 shares; 2025Q3: 5,119 shares; 2025Q4: 6,761 shares; 2026Q1: 6,206 shares; 2026Q2: 6,130 shares 6,130 $843K 0.19% -76 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: 893 shares; 2024Q4: 820 shares; 2025Q1: 812 shares; 2025Q2: 867 shares; 2025Q3: 917 shares; 2025Q4: 43,330 shares; 2026Q1: 37,434 shares; 2026Q2: 11,609 shares 11,609 $829K 0.19% -25,825 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: 4,788 shares; 2024Q4: 5,438 shares; 2025Q1: 5,652 shares; 2025Q2: 6,433 shares; 2025Q3: 5,499 shares; 2025Q4: 9,557 shares; 2026Q1: 12,961 shares; 2026Q2: 19,501 shares 19,501 $826K 0.19% +6,540 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,317 shares; 2024Q4: 7,490 shares; 2025Q1: 8,264 shares; 2025Q2: 9,134 shares; 2025Q3: 6,600 shares; 2025Q4: 21,307 shares; 2026Q1: 23,045 shares; 2026Q2: 30,847 shares 30,847 $757K 0.17% +7,802 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,678 shares; 2026Q1: 6,921 shares; 2026Q2: 10,705 shares 10,705 $731K 0.17% +3,784 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,477 shares; 2026Q1: 8,328 shares; 2026Q2: 11,957 shares 11,957 $729K 0.17% +3,629 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: 11,459 shares; 2024Q4: 3,034 shares; 2025Q1: 3,002 shares; 2025Q2: 2,289 shares; 2025Q3: 2,289 shares; 2025Q4: 4,861 shares; 2026Q1: 2,864 shares; 2026Q2: 3,003 shares 3,003 $728K 0.17% +139 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: 946 shares; 2024Q4: 827 shares; 2025Q1: 840 shares; 2025Q2: 730 shares; 2025Q3: 892 shares; 2025Q4: 2,058 shares; 2026Q1: 1,250 shares; 2026Q2: 1,438 shares 1,438 $722K 0.17% +188 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: 10,955 shares; 2024Q4: 11,634 shares; 2025Q1: 10,670 shares; 2025Q2: 7,758 shares; 2025Q3: 7,758 shares; 2025Q4: 7,168 shares; 2026Q1: 6,948 shares; 2026Q2: 6,948 shares 6,948 $711K 0.16% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 982 shares; 2024Q4: 949 shares; 2025Q1: 949 shares; 2025Q2: 949 shares; 2025Q3: 949 shares; 2025Q4: 1,170 shares; 2026Q1: 1,170 shares; 2026Q2: 1,731 shares 1,731 $709K 0.16% +561 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 529 shares; 2024Q4: 564 shares; 2025Q1: 609 shares; 2025Q2: 733 shares; 2025Q3: 734 shares; 2025Q4: 1,329 shares; 2026Q1: 1,050 shares; 2026Q2: 1,706 shares 1,706 $695K 0.16% +656 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,552 shares; 2024Q4: 2,464 shares; 2025Q1: 2,716 shares; 2025Q2: 1,832 shares; 2025Q3: 1,856 shares; 2025Q4: 3,053 shares; 2026Q1: 2,365 shares; 2026Q2: 3,749 shares 3,749 $693K 0.16% +1,384 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,335 shares; 2024Q4: 4,516 shares; 2025Q1: 4,105 shares; 2025Q2: 4,032 shares; 2025Q3: 3,836 shares; 2025Q4: 7,185 shares; 2026Q1: 3,489 shares; 2026Q2: 3,915 shares 3,915 $691K 0.16% +426 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,495 shares; 2024Q4: 2,495 shares; 2025Q1: 2,495 shares; 2025Q2: 2,495 shares; 2025Q3: 2,495 shares; 2025Q4: 2,495 shares; 2026Q1: 2,495 shares; 2026Q2: 2,495 shares 2,495 $683K 0.16% 0 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: 10,950 shares; 2024Q4: 11,084 shares; 2025Q1: 10,710 shares; 2025Q2: 12,485 shares; 2025Q3: 12,299 shares; 2025Q4: 11,309 shares; 2026Q1: 11,309 shares; 2026Q2: 11,312 shares 11,312 $675K 0.16% +3 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,864 shares; 2025Q1: 4,347 shares; 2025Q2: 3,994 shares; 2025Q3: 4,709 shares; 2025Q4: 11,336 shares; 2026Q1: 6,995 shares; 2026Q2: 7,061 shares 7,061 $671K 0.15% +66 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: 141 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,450 shares; 2026Q1: 3,395 shares; 2026Q2: 3,516 shares 3,516 $670K 0.15% +121 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,493 shares; 2024Q4: 2,709 shares; 2025Q1: 3,138 shares; 2025Q2: 1,980 shares; 2025Q3: 2,021 shares; 2025Q4: 3,560 shares; 2026Q1: 3,273 shares; 2026Q2: 2,907 shares 2,907 $660K 0.15% -366 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 479 shares; 2025Q3: 490 shares; 2025Q4: 889 shares; 2026Q1: 871 shares; 2026Q2: 1,450 shares 1,450 $657K 0.15% +579 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: 202 shares; 2024Q4: 202 shares; 2025Q1: 1,618 shares; 2025Q2: 2,978 shares; 2025Q3: 3,641 shares; 2025Q4: 2,991 shares; 2026Q1: 2,999 shares; 2026Q2: 3,006 shares 3,006 $655K 0.15% +7 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 290 shares; 2025Q1: 2,139 shares; 2025Q2: 2,159 shares; 2025Q3: 317 shares; 2025Q4: 509 shares; 2026Q1: 417 shares; 2026Q2: 656 shares 656 $631K 0.15% +239 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 712 shares; 2024Q4: 746 shares; 2025Q1: 907 shares; 2025Q2: 866 shares; 2025Q3: 881 shares; 2025Q4: 1,138 shares; 2026Q1: 851 shares; 2026Q2: 872 shares 872 $628K 0.14% +21 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,621 shares; 2024Q4: 1,495 shares; 2025Q1: 1,477 shares; 2025Q2: 912 shares; 2025Q3: 912 shares; 2025Q4: 1,703 shares; 2026Q1: 1,012 shares; 2026Q2: 5,040 shares 5,040 $626K 0.14% +4,028 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: 8,102 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,048 shares; 2026Q1: 15,552 shares; 2026Q2: 25,574 shares 25,574 $616K 0.14% +10,022 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 262 shares 262 $596K 0.14% new 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: 2,014 shares; 2024Q4: 2,340 shares; 2025Q1: 2,098 shares; 2025Q2: 2,020 shares; 2025Q3: 2,340 shares; 2025Q4: 5,629 shares; 2026Q1: 3,496 shares; 2026Q2: 3,729 shares 3,729 $584K 0.13% +233 Timeline PJAN 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: 11,964 shares; 2024Q4: 11,964 shares; 2025Q1: 11,964 shares; 2025Q2: 11,964 shares; 2025Q3: 11,964 shares; 2025Q4: 11,626 shares; 2026Q1: 11,626 shares; 2026Q2: 11,626 shares 11,626 $575K 0.13% 0 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: 5,021 shares; 2024Q4: 3,924 shares; 2025Q1: 3,865 shares; 2025Q2: 3,971 shares; 2025Q3: 4,267 shares; 2025Q4: 9,061 shares; 2026Q1: 9,405 shares; 2026Q2: 6,336 shares 6,336 $575K 0.13% -3,069 Timeline PFEB 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: 13,548 shares; 2024Q4: 13,548 shares; 2025Q1: 13,548 shares; 2025Q2: 13,548 shares; 2025Q3: 13,548 shares; 2025Q4: 13,223 shares; 2026Q1: 13,223 shares; 2026Q2: 13,223 shares 13,223 $569K 0.13% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,723 shares; 2026Q2: 2,942 shares 2,942 $558K 0.13% +219 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,115 shares; 2024Q4: 2,002 shares; 2025Q1: 2,212 shares; 2025Q2: 2,411 shares; 2025Q3: 2,343 shares; 2025Q4: 23,983 shares; 2026Q1: 18,895 shares; 2026Q2: 3,058 shares 3,058 $558K 0.13% -15,837 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,620 shares; 2024Q4: 17,580 shares; 2025Q1: 16,090 shares; 2025Q2: 15,110 shares; 2025Q3: 14,728 shares; 2025Q4: 13,974 shares; 2026Q1: 13,258 shares; 2026Q2: 13,258 shares 13,258 $549K 0.13% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,738 shares; 2024Q4: 21,748 shares; 2025Q1: 20,085 shares; 2025Q2: 9,438 shares; 2025Q3: 8,107 shares; 2025Q4: 9,085 shares; 2026Q1: 9,285 shares; 2026Q2: 11,768 shares 11,768 $543K 0.13% +2,483 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,296 shares; 2026Q1: not reported; 2026Q2: 841 shares 841 $537K 0.12% new Timeline VONG 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: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares; 2026Q2: 4,120 shares 4,120 $527K 0.12% +320 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: 6,156 shares; 2024Q4: 5,155 shares; 2025Q1: 4,450 shares; 2025Q2: 3,913 shares; 2025Q3: 4,476 shares; 2025Q4: 10,395 shares; 2026Q1: 6,785 shares; 2026Q2: 6,771 shares 6,771 $526K 0.12% -14 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,236 shares; 2025Q2: 28,824 shares; 2025Q3: 29,179 shares; 2025Q4: 29,397 shares; 2026Q1: 29,018 shares; 2026Q2: 29,028 shares 29,028 $514K 0.12% +10 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,045 shares; 2024Q4: 22,804 shares; 2025Q1: 20,430 shares; 2025Q2: 19,205 shares; 2025Q3: 22,343 shares; 2025Q4: 54,875 shares; 2026Q1: 35,837 shares; 2026Q2: 36,888 shares 36,888 $509K 0.12% +1,051 Timeline VT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 816 shares; 2025Q4: 816 shares; 2026Q1: 1,937 shares; 2026Q2: 3,201 shares 3,201 $502K 0.12% +1,264 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: 5,752 shares; 2024Q4: 5,761 shares; 2025Q1: 5,627 shares; 2025Q2: 5,633 shares; 2025Q3: 5,601 shares; 2025Q4: 5,149 shares; 2026Q1: 5,157 shares; 2026Q2: 5,164 shares 5,164 $498K 0.11% +7 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,684 shares; 2024Q4: 1,949 shares; 2025Q1: 1,952 shares; 2025Q2: 1,976 shares; 2025Q3: 2,103 shares; 2025Q4: 4,516 shares; 2026Q1: 2,890 shares; 2026Q2: 3,163 shares 3,163 $497K 0.11% +273 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,684 shares 1,684 $493K 0.11% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 437 shares; 2025Q1: not reported; 2025Q2: 382 shares; 2025Q3: 664 shares; 2025Q4: 556 shares; 2026Q1: 667 shares; 2026Q2: 667 shares 667 $491K 0.11% 0 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: 264 shares; 2025Q4: 449 shares; 2026Q1: 351 shares; 2026Q2: 494 shares 494 $483K 0.11% +143 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,403 shares; 2024Q4: 3,087 shares; 2025Q1: 3,083 shares; 2025Q2: 2,992 shares; 2025Q3: 2,796 shares; 2025Q4: 4,488 shares; 2026Q1: 3,900 shares; 2026Q2: 4,707 shares 4,707 $481K 0.11% +807 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: 836 shares; 2024Q4: 893 shares; 2025Q1: 751 shares; 2025Q2: 804 shares; 2025Q3: 822 shares; 2025Q4: 1,566 shares; 2026Q1: 971 shares; 2026Q2: 1,099 shares 1,099 $468K 0.11% +128 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: 2,741 shares; 2025Q2: 3,173 shares; 2025Q3: 3,709 shares; 2025Q4: 6,917 shares; 2026Q1: 3,861 shares; 2026Q2: 4,012 shares 4,012 $468K 0.11% +151 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,578 shares; 2025Q2: 3,850 shares; 2025Q3: 3,909 shares; 2025Q4: 6,152 shares; 2026Q1: 5,669 shares; 2026Q2: 6,280 shares 6,280 $467K 0.11% +611 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,301 shares; 2025Q3: 2,486 shares; 2025Q4: 5,131 shares; 2026Q1: 4,090 shares; 2026Q2: 5,046 shares 5,046 $466K 0.11% +956 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,202 shares; 2024Q4: 3,044 shares; 2025Q1: 3,569 shares; 2025Q2: 2,700 shares; 2025Q3: 3,019 shares; 2025Q4: 2,979 shares; 2026Q1: 2,948 shares; 2026Q2: 2,951 shares 2,951 $463K 0.11% +3 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: 10,040 shares; 2024Q4: 10,040 shares; 2025Q1: 10,040 shares; 2025Q2: 10,040 shares; 2025Q3: 10,040 shares; 2025Q4: 10,040 shares; 2026Q1: 10,040 shares; 2026Q2: 10,040 shares 10,040 $457K 0.11% 0 Timeline IJS 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: 3,258 shares; 2025Q2: 3,272 shares; 2025Q3: 3,287 shares; 2025Q4: 3,302 shares; 2026Q1: 3,308 shares; 2026Q2: 3,322 shares 3,322 $454K 0.1% +14 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: 3,000 shares; 2024Q4: 2,186 shares; 2025Q1: 2,714 shares; 2025Q2: 2,546 shares; 2025Q3: 2,816 shares; 2025Q4: 4,708 shares; 2026Q1: 3,571 shares; 2026Q2: 3,343 shares 3,343 $453K 0.1% -228 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,184 shares; 2026Q1: 1,929 shares; 2026Q2: 1,956 shares 1,956 $444K 0.1% +27 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: 8,895 shares; 2024Q4: 9,765 shares; 2025Q1: 9,133 shares; 2025Q2: 6,403 shares; 2025Q3: 7,374 shares; 2025Q4: 8,203 shares; 2026Q1: 6,634 shares; 2026Q2: 6,527 shares 6,527 $444K 0.1% -107 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,145 shares; 2024Q4: 1,714 shares; 2025Q1: 1,478 shares; 2025Q2: 1,331 shares; 2025Q3: 1,571 shares; 2025Q4: 4,324 shares; 2026Q1: 2,751 shares; 2026Q2: 2,872 shares 2,872 $443K 0.1% +121 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,642 shares; 2026Q2: 6,384 shares 6,384 $438K 0.1% +2,742 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: 879 shares; 2024Q4: 910 shares; 2025Q1: 854 shares; 2025Q2: 747 shares; 2025Q3: 664 shares; 2025Q4: 1,124 shares; 2026Q1: 768 shares; 2026Q2: 860 shares 860 $438K 0.1% +92 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 838 shares; 2024Q4: 826 shares; 2025Q1: 783 shares; 2025Q2: 840 shares; 2025Q3: 878 shares; 2025Q4: 1,085 shares; 2026Q1: 819 shares; 2026Q2: 831 shares 831 $431K 0.1% +12 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: 998 shares; 2026Q1: 909 shares; 2026Q2: 1,215 shares 1,215 $430K 0.1% +306 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160 shares; 2024Q4: 4,980 shares; 2025Q1: 11,949 shares; 2025Q2: 11,949 shares; 2025Q3: 11,949 shares; 2025Q4: 14,839 shares; 2026Q1: 14,839 shares; 2026Q2: 14,783 shares 14,783 $428K 0.1% -56 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,362 shares; 2024Q4: 13,440 shares; 2025Q1: 12,694 shares; 2025Q2: 10,698 shares; 2025Q3: 12,292 shares; 2025Q4: 28,679 shares; 2026Q1: 17,981 shares; 2026Q2: 18,146 shares 18,146 $428K 0.1% +165 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,926 shares; 2025Q3: 1,973 shares; 2025Q4: 3,966 shares; 2026Q1: 2,715 shares; 2026Q2: 3,346 shares 3,346 $423K 0.1% +631 Timeline AOA 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: 2,288 shares; 2025Q2: 2,385 shares; 2025Q3: 2,491 shares; 2025Q4: 3,509 shares; 2026Q1: 3,660 shares; 2026Q2: 4,321 shares 4,321 $422K 0.1% +661 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,932 shares; 2026Q1: 3,081 shares; 2026Q2: 4,054 shares 4,054 $419K 0.1% +973 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: 573 shares; 2024Q4: 195 shares; 2025Q1: 679 shares; 2025Q2: 679 shares; 2025Q3: 679 shares; 2025Q4: 700 shares; 2026Q1: 737 shares; 2026Q2: 2,537 shares 2,537 $418K 0.1% +1,800 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,093 shares 18,093 $417K 0.1% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 566 shares; 2026Q2: 841 shares 841 $416K 0.1% +275 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,063 shares; 2025Q3: 1,063 shares; 2025Q4: 1,237 shares; 2026Q1: 1,241 shares; 2026Q2: 1,243 shares 1,243 $412K 0.09% +2 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,981 shares; 2026Q1: 2,213 shares; 2026Q2: 2,909 shares 2,909 $407K 0.09% +696 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: 881 shares; 2024Q4: 977 shares; 2025Q1: 897 shares; 2025Q2: 943 shares; 2025Q3: 969 shares; 2025Q4: 2,130 shares; 2026Q1: 1,363 shares; 2026Q2: 1,192 shares 1,192 $403K 0.09% -171 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,234 shares; 2024Q4: 10,835 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,015 shares; 2025Q4: 23,140 shares; 2026Q1: 14,786 shares; 2026Q2: 15,820 shares 15,820 $396K 0.09% +1,034 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG 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: 11,216 shares; 2026Q1: 7,151 shares; 2026Q2: 7,972 shares 7,972 $395K 0.09% +821 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: 6,748 shares; 2024Q4: 1,006 shares; 2025Q1: 274 shares; 2025Q2: 274 shares; 2025Q3: 274 shares; 2025Q4: 1,275 shares; 2026Q1: 1,279 shares; 2026Q2: 1,282 shares 1,282 $389K 0.09% +3 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: 1,043 shares; 2024Q4: 1,329 shares; 2025Q1: 1,452 shares; 2025Q2: 2,151 shares; 2025Q3: 2,151 shares; 2025Q4: 1,641 shares; 2026Q1: 1,642 shares; 2026Q2: 1,642 shares 1,642 $389K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,941 shares; 2026Q1: not reported; 2026Q2: 3,232 shares 3,232 $380K 0.09% new Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,868 shares; 2026Q2: 3,757 shares 3,757 $379K 0.09% -111 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,457 shares 3,457 $373K 0.09% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,010 shares; 2024Q4: 1,334 shares; 2025Q1: 1,330 shares; 2025Q2: 1,372 shares; 2025Q3: 1,036 shares; 2025Q4: 1,232 shares; 2026Q1: 934 shares; 2026Q2: 953 shares 953 $371K 0.09% +19 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 296 shares; 2026Q2: 355 shares 355 $370K 0.09% +59 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,416 shares; 2024Q4: 3,677 shares; 2025Q1: 3,066 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,669 shares; 2026Q1: not reported; 2026Q2: 7,689 shares 7,689 $369K 0.08% new 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: 7,331 shares; 2024Q4: 7,231 shares; 2025Q1: 7,270 shares; 2025Q2: 9,752 shares; 2025Q3: 22,693 shares; 2025Q4: 794 shares; 2026Q1: 494 shares; 2026Q2: 571 shares 571 $362K 0.08% +77 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: 1,274 shares; 2024Q4: 1,517 shares; 2025Q1: 1,682 shares; 2025Q2: 1,721 shares; 2025Q3: 1,630 shares; 2025Q4: 2,844 shares; 2026Q1: 1,780 shares; 2026Q2: 1,339 shares 1,339 $362K 0.08% -441 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,730 shares; 2025Q3: 3,251 shares; 2025Q4: 33,379 shares; 2026Q1: 30,849 shares; 2026Q2: 4,980 shares 4,980 $359K 0.08% -25,869 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,554 shares; 2026Q1: 4,178 shares; 2026Q2: 4,268 shares 4,268 $356K 0.08% +90 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: 1,122 shares; 2025Q4: 1,723 shares; 2026Q1: 1,502 shares; 2026Q2: 1,556 shares 1,556 $348K 0.08% +54 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: 948 shares; 2024Q4: 1,034 shares; 2025Q1: 1,342 shares; 2025Q2: 1,384 shares; 2025Q3: 1,389 shares; 2025Q4: 2,253 shares; 2026Q1: 1,658 shares; 2026Q2: 1,583 shares 1,583 $346K 0.08% -75 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,973 shares; 2024Q4: 115,973 shares; 2025Q1: 115,973 shares; 2025Q2: 115,973 shares; 2025Q3: 145,973 shares; 2025Q4: 18,005 shares; 2026Q1: 18,040 shares; 2026Q2: 18,074 shares 18,074 $346K 0.08% +34 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,098 shares; 2026Q1: 1,169 shares; 2026Q2: 1,593 shares 1,593 $345K 0.08% +424 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,106 shares; 2026Q1: 911 shares; 2026Q2: 1,250 shares 1,250 $345K 0.08% +339 Timeline BBY BEST BUY INC More: the full row for BEST BUY 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: 4,480 shares 4,480 $344K 0.08% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,223 shares; 2024Q4: 3,263 shares; 2025Q1: 787 shares; 2025Q2: 787 shares; 2025Q3: 787 shares; 2025Q4: 4,086 shares; 2026Q1: 4,091 shares; 2026Q2: 4,106 shares 4,106 $344K 0.08% +15 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: 637 shares; 2024Q4: 637 shares; 2025Q1: 637 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,443 shares; 2026Q1: 2,149 shares; 2026Q2: 2,155 shares 2,155 $342K 0.08% +6 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 421 shares; 2024Q4: 568 shares; 2025Q1: 547 shares; 2025Q2: 652 shares; 2025Q3: 614 shares; 2025Q4: 1,505 shares; 2026Q1: 900 shares; 2026Q2: 852 shares 852 $339K 0.08% -48 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 775 shares; 2026Q2: 1,143 shares 1,143 $335K 0.08% +368 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,556 shares; 2026Q1: 819 shares; 2026Q2: 1,002 shares 1,002 $331K 0.08% +183 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: 386 shares; 2024Q4: 290 shares; 2025Q1: 268 shares; 2025Q2: 349 shares; 2025Q3: 354 shares; 2025Q4: 3,443 shares; 2026Q1: 2,713 shares; 2026Q2: 3,327 shares 3,327 $330K 0.08% +614 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,235 shares; 2024Q4: 3,278 shares; 2025Q1: 3,525 shares; 2025Q2: 3,684 shares; 2025Q3: 3,493 shares; 2025Q4: 5,946 shares; 2026Q1: 5,330 shares; 2026Q2: 3,444 shares 3,444 $330K 0.08% -1,886 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,178 shares; 2026Q1: 6,554 shares; 2026Q2: 5,460 shares 5,460 $328K 0.08% -1,094 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,632 shares; 2026Q1: 3,702 shares; 2026Q2: 5,187 shares 5,187 $326K 0.08% +1,485 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: 1,657 shares; 2024Q4: 1,701 shares; 2025Q1: 1,657 shares; 2025Q2: 1,832 shares; 2025Q3: 1,832 shares; 2025Q4: 1,138 shares; 2026Q1: 885 shares; 2026Q2: 885 shares 885 $326K 0.08% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,793 shares; 2024Q4: not reported; 2025Q1: 2,025 shares; 2025Q2: not reported; 2025Q3: 2,133 shares; 2025Q4: 3,036 shares; 2026Q1: 2,431 shares; 2026Q2: 3,123 shares 3,123 $325K 0.07% +692 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,636 shares; 2026Q1: 2,024 shares; 2026Q2: 2,387 shares 2,387 $323K 0.07% +363 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: 920 shares; 2024Q4: not reported; 2025Q1: 1,013 shares; 2025Q2: 933 shares; 2025Q3: 990 shares; 2025Q4: 1,645 shares; 2026Q1: 1,183 shares; 2026Q2: 1,179 shares 1,179 $321K 0.07% -4 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: 54 shares; 2024Q4: 54 shares; 2025Q1: 51 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 118 shares; 2026Q1: 64 shares; 2026Q2: 1,792 shares 1,792 $319K 0.07% +1,728 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 953 shares; 2025Q3: 1,021 shares; 2025Q4: 1,899 shares; 2026Q1: not reported; 2026Q2: 1,583 shares 1,583 $318K 0.07% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,443 shares; 2025Q4: 2,855 shares; 2026Q1: 1,678 shares; 2026Q2: 1,861 shares 1,861 $316K 0.07% +183 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG 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: 5,752 shares 5,752 $314K 0.07% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS 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: 825 shares; 2026Q1: 532 shares; 2026Q2: 628 shares 628 $312K 0.07% +96 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,020 shares; 2025Q2: 10,014 shares; 2025Q3: 10,073 shares; 2025Q4: 6,606 shares; 2026Q1: 6,543 shares; 2026Q2: 6,543 shares 6,543 $309K 0.07% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 323 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 323 shares; 2026Q1: 323 shares; 2026Q2: 2,584 shares 2,584 $309K 0.07% +2,261 Timeline LCNB LCNB CORP More: the full row for LCNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,198 shares; 2024Q4: 23,198 shares; 2025Q1: 23,198 shares; 2025Q2: 23,198 shares; 2025Q3: 17,488 shares; 2025Q4: 17,488 shares; 2026Q1: 17,489 shares; 2026Q2: 17,489 shares 17,489 $308K 0.07% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS 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: 1,492 shares 1,492 $307K 0.07% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 687 shares; 2026Q1: not reported; 2026Q2: 624 shares 624 $307K 0.07% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 730 shares; 2024Q4: 778 shares; 2025Q1: 808 shares; 2025Q2: 859 shares; 2025Q3: 764 shares; 2025Q4: 1,276 shares; 2026Q1: 708 shares; 2026Q2: 897 shares 897 $306K 0.07% +189 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: 1,944 shares; 2024Q4: 1,500 shares; 2025Q1: 1,391 shares; 2025Q2: 1,372 shares; 2025Q3: 1,244 shares; 2025Q4: 2,103 shares; 2026Q1: 1,490 shares; 2026Q2: 1,379 shares 1,379 $304K 0.07% -111 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: 4,758 shares; 2024Q4: 3,891 shares; 2025Q1: 3,056 shares; 2025Q2: 3,414 shares; 2025Q3: not reported; 2025Q4: 4,224 shares; 2026Q1: 5,488 shares; 2026Q2: 5,201 shares 5,201 $303K 0.07% -287 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,186 shares; 2026Q1: 3,186 shares; 2026Q2: 3,334 shares 3,334 $297K 0.07% +148 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 498 shares; 2026Q1: not reported; 2026Q2: 402 shares 402 $287K 0.07% new Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. 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: 14,006 shares; 2026Q1: 9,009 shares; 2026Q2: 9,134 shares 9,134 $287K 0.07% +125 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,501 shares; 2024Q4: 18,327 shares; 2025Q1: 16,499 shares; 2025Q2: 13,959 shares; 2025Q3: 16,938 shares; 2025Q4: 42,485 shares; 2026Q1: 26,255 shares; 2026Q2: 29,781 shares 29,781 $285K 0.07% +3,526 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: 944 shares 944 $281K 0.06% new 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: 649 shares 649 $280K 0.06% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 578 shares 578 $280K 0.06% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,118 shares; 2026Q1: not reported; 2026Q2: 1,897 shares 1,897 $278K 0.06% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA 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: 1,620 shares; 2026Q1: 1,334 shares; 2026Q2: 1,334 shares 1,334 $276K 0.06% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB 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: 6,381 shares; 2026Q1: 4,125 shares; 2026Q2: 4,450 shares 4,450 $275K 0.06% +325 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 559 shares; 2026Q1: not reported; 2026Q2: 354 shares 354 $270K 0.06% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 278 shares 278 $269K 0.06% new 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: 961 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 2,301 shares; 2026Q1: 2,690 shares; 2026Q2: 2,713 shares 2,713 $269K 0.06% +23 Timeline PPG PPG INDS INC More: the full row for PPG 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: not reported; 2026Q2: 2,192 shares 2,192 $266K 0.06% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,014 shares; 2025Q1: 1,049 shares; 2025Q2: 1,025 shares; 2025Q3: 1,073 shares; 2025Q4: 2,220 shares; 2026Q1: 1,197 shares; 2026Q2: 1,582 shares 1,582 $265K 0.06% +385 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 450 shares; 2026Q1: not reported; 2026Q2: 592 shares 592 $264K 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,409 shares; 2026Q1: not reported; 2026Q2: 18,727 shares 18,727 $260K 0.06% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,182 shares 2,182 $260K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,030 shares; 2026Q1: 699 shares; 2026Q2: 784 shares 784 $259K 0.06% +85 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 3,287 shares; 2026Q1: 2,046 shares; 2026Q2: 2,762 shares 2,762 $258K 0.06% +716 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,164 shares 6,164 $256K 0.06% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 5,558 shares; 2026Q1: 3,148 shares; 2026Q2: 3,232 shares 3,232 $254K 0.06% +84 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO 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: not reported; 2026Q1: not reported; 2026Q2: 1,929 shares 1,929 $254K 0.06% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,196 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,183 shares; 2025Q4: 2,881 shares; 2026Q1: 1,647 shares; 2026Q2: 1,503 shares 1,503 $253K 0.06% -144 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,870 shares; 2024Q4: 3,902 shares; 2025Q1: 4,004 shares; 2025Q2: 3,963 shares; 2025Q3: 3,804 shares; 2025Q4: 7,418 shares; 2026Q1: 3,720 shares; 2026Q2: 4,409 shares 4,409 $252K 0.06% +689 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: 1,144 shares; 2026Q1: not reported; 2026Q2: 1,185 shares 1,185 $252K 0.06% new Timeline PRF 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: 4,551 shares; 2024Q4: 4,570 shares; 2025Q1: 4,589 shares; 2025Q2: 4,606 shares; 2025Q3: 4,623 shares; 2025Q4: 4,639 shares; 2026Q1: 4,655 shares; 2026Q2: 4,669 shares 4,669 $252K 0.06% +14 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 967 shares 967 $252K 0.06% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,089 shares; 2026Q1: 1,627 shares; 2026Q2: 1,692 shares 1,692 $248K 0.06% +65 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO 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: 1,630 shares 1,630 $246K 0.06% new Timeline DFTX DEFINIUM THERAPEUTICS INC More: the full row for DEFINIUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,175 shares 5,175 $243K 0.06% new Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,631 shares; 2024Q4: 16,703 shares; 2025Q1: 16,703 shares; 2025Q2: 16,580 shares; 2025Q3: 16,596 shares; 2025Q4: 4,998 shares; 2026Q1: 4,881 shares; 2026Q2: 4,881 shares 4,881 $243K 0.06% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,207 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,224 shares; 2026Q1: 3,942 shares; 2026Q2: 3,559 shares 3,559 $239K 0.06% -383 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: 1,953 shares; 2024Q4: 1,953 shares; 2025Q1: 1,953 shares; 2025Q2: 1,953 shares; 2025Q3: 1,953 shares; 2025Q4: 1,953 shares; 2026Q1: 1,960 shares; 2026Q2: 1,960 shares 1,960 $238K 0.05% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,570 shares 1,570 $238K 0.05% new Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA 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: 6,453 shares 6,453 $236K 0.05% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,622 shares; 2024Q4: 1,611 shares; 2025Q1: 1,431 shares; 2025Q2: 1,380 shares; 2025Q3: 1,251 shares; 2025Q4: 3,447 shares; 2026Q1: 1,545 shares; 2026Q2: 1,872 shares 1,872 $233K 0.05% +327 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 705 shares; 2024Q4: 685 shares; 2025Q1: 690 shares; 2025Q2: 686 shares; 2025Q3: 712 shares; 2025Q4: 1,233 shares; 2026Q1: 898 shares; 2026Q2: 739 shares 739 $233K 0.05% -159 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,143 shares; 2026Q1: not reported; 2026Q2: 3,167 shares 3,167 $231K 0.05% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS 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: 2,789 shares; 2026Q2: 847 shares 847 $230K 0.05% -1,942 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 686 shares; 2026Q1: not reported; 2026Q2: 691 shares 691 $229K 0.05% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,629 shares; 2026Q1: 1,190 shares; 2026Q2: 1,349 shares 1,349 $228K 0.05% +159 Timeline FTNT FORTINET INC More: the full row for FORTINET 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: 1,481 shares 1,481 $228K 0.05% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 962 shares; 2024Q4: 1,004 shares; 2025Q1: 1,212 shares; 2025Q2: 1,231 shares; 2025Q3: 1,259 shares; 2025Q4: 1,760 shares; 2026Q1: 1,260 shares; 2026Q2: 991 shares 991 $224K 0.05% -269 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: 3,560 shares; 2024Q4: 3,284 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,410 shares; 2026Q1: not reported; 2026Q2: 2,515 shares 2,515 $221K 0.05% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,134 shares; 2025Q4: 4,370 shares; 2026Q1: 2,329 shares; 2026Q2: 2,355 shares 2,355 $217K 0.05% +26 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: 9,474 shares; 2025Q1: 10,425 shares; 2025Q2: 11,947 shares; 2025Q3: 12,194 shares; 2025Q4: 19,231 shares; 2026Q1: 13,388 shares; 2026Q2: 10,467 shares 10,467 $217K 0.05% -2,921 Timeline BAI 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: 2,086 shares; 2025Q3: 4,691 shares; 2025Q4: 4,996 shares; 2026Q1: 5,235 shares; 2026Q2: 4,037 shares 4,037 $213K 0.05% -1,198 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: 957 shares; 2024Q4: 899 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,743 shares; 2026Q1: 1,270 shares; 2026Q2: 1,112 shares 1,112 $212K 0.05% -158 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C 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: 4,670 shares 4,670 $211K 0.05% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,380 shares; 2026Q1: not reported; 2026Q2: 824 shares 824 $211K 0.05% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS 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: 10,721 shares; 2026Q1: not reported; 2026Q2: 7,818 shares 7,818 $210K 0.05% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,320 shares 1,320 $209K 0.05% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 624 shares 624 $209K 0.05% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,280 shares; 2026Q1: not reported; 2026Q2: 535 shares 535 $207K 0.05% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,177 shares 3,177 $204K 0.05% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET 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: 1,108 shares; 2026Q1: not reported; 2026Q2: 749 shares 749 $201K 0.05% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,205 shares; 2025Q3: 2,230 shares; 2025Q4: 4,059 shares; 2026Q1: not reported; 2026Q2: 4,719 shares 4,719 $201K 0.05% new 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: 1,843 shares; 2024Q4: 1,925 shares; 2025Q1: 1,844 shares; 2025Q2: 1,365 shares; 2025Q3: 764 shares; 2025Q4: 874 shares; 2026Q1: 764 shares; 2026Q2: 764 shares 764 $193K 0.04% 0 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: 900 shares; 2024Q4: 900 shares; 2025Q1: 850 shares; 2025Q2: 818 shares; 2025Q3: 803 shares; 2025Q4: 775 shares; 2026Q1: 775 shares; 2026Q2: 775 shares 775 $188K 0.04% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA 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: 14,996 shares; 2026Q1: 12,126 shares; 2026Q2: 14,090 shares 14,090 $187K 0.04% +1,964 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: 3,327 shares; 2024Q4: 4,374 shares; 2025Q1: 2,200 shares; 2025Q2: 1,479 shares; 2025Q3: 406 shares; 2025Q4: 139 shares; 2026Q1: 1,456 shares; 2026Q2: 1,494 shares 1,494 $186K 0.04% +38 Timeline HLN HALEON PLC More: the full row for HALEON 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: 10,141 shares; 2025Q4: 33,479 shares; 2026Q1: 18,954 shares; 2026Q2: 19,296 shares 19,296 $180K 0.04% +342 Timeline CORO 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: 1,322 shares; 2026Q2: 4,638 shares 4,638 $170K 0.04% +3,316 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297 shares; 2024Q4: 169 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 123 shares; 2026Q1: 148 shares; 2026Q2: 1,131 shares 1,131 $166K 0.04% +983 Timeline BLCR 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: 3,068 shares; 2026Q2: 3,185 shares 3,185 $160K 0.04% +117 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 902 shares; 2024Q4: 962 shares; 2025Q1: 967 shares; 2025Q2: 976 shares; 2025Q3: 984 shares; 2025Q4: 32,418 shares; 2026Q1: 6,392 shares; 2026Q2: 6,909 shares 6,909 $157K 0.04% +517 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,883 shares; 2025Q1: 15,916 shares; 2025Q2: 17,051 shares; 2025Q3: 20,447 shares; 2025Q4: 45,384 shares; 2026Q1: 25,572 shares; 2026Q2: 25,826 shares 25,826 $151K 0.03% +254 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,785 shares 1,785 $147K 0.03% new 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: 1,245 shares; 2024Q4: 1,245 shares; 2025Q1: 1,210 shares; 2025Q2: 860 shares; 2025Q3: 836 shares; 2025Q4: 791 shares; 2026Q1: 734 shares; 2026Q2: 734 shares 734 $145K 0.03% 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: not reported; 2024Q4: 564 shares; 2025Q1: 566 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 537 shares; 2026Q1: 533 shares; 2026Q2: 415 shares 415 $142K 0.03% -118 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: 7,175 shares; 2024Q4: 8,069 shares; 2025Q1: 5,826 shares; 2025Q2: 5,887 shares; 2025Q3: 4,649 shares; 2025Q4: 4,583 shares; 2026Q1: 4,143 shares; 2026Q2: 1,853 shares 1,853 $142K 0.03% -2,290 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: 2,711 shares; 2024Q4: 3,134 shares; 2025Q1: 2,342 shares; 2025Q2: 1,148 shares; 2025Q3: 1,187 shares; 2025Q4: 1,369 shares; 2026Q1: 1,385 shares; 2026Q2: 1,497 shares 1,497 $142K 0.03% +112 Timeline SCHE 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: 4,410 shares; 2024Q4: 3,090 shares; 2025Q1: 721 shares; 2025Q2: 721 shares; 2025Q3: 721 shares; 2025Q4: 3,883 shares; 2026Q1: 3,883 shares; 2026Q2: 3,887 shares 3,887 $141K 0.03% +4 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 5,000 shares 5,000 $137K 0.03% +4,000 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,667 shares; 2024Q4: 3,667 shares; 2025Q1: 3,667 shares; 2025Q2: 3,667 shares; 2025Q3: 3,667 shares; 2025Q4: 4,129 shares; 2026Q1: 3,205 shares; 2026Q2: 3,205 shares 3,205 $134K 0.03% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 382 shares; 2024Q4: 330 shares; 2025Q1: 1,500 shares; 2025Q2: 1,245 shares; 2025Q3: 1,431 shares; 2025Q4: 1,549 shares; 2026Q1: 1,630 shares; 2026Q2: 1,312 shares 1,312 $132K 0.03% -318 Timeline THRO 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: 308 shares; 2025Q2: 4,410 shares; 2025Q3: 4,105 shares; 2025Q4: 4,445 shares; 2026Q1: 4,593 shares; 2026Q2: 2,893 shares 2,893 $125K 0.03% -1,700 Timeline PEY 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: 19,366 shares; 2024Q4: 19,366 shares; 2025Q1: 5,566 shares; 2025Q2: 5,566 shares; 2025Q3: 5,566 shares; 2025Q4: 5,566 shares; 2026Q1: 5,317 shares; 2026Q2: 5,317 shares 5,317 $123K 0.03% 0 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,868 shares; 2024Q4: 1,806 shares; 2025Q1: 1,806 shares; 2025Q2: 1,806 shares; 2025Q3: 1,806 shares; 2025Q4: 1,946 shares; 2026Q1: 1,666 shares; 2026Q2: 1,666 shares 1,666 $121K 0.03% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,674 shares; 2024Q4: 6,160 shares; 2025Q1: 3,565 shares; 2025Q2: 2,389 shares; 2025Q3: 2,394 shares; 2025Q4: 2,453 shares; 2026Q1: 1,253 shares; 2026Q2: 1,253 shares 1,253 $121K 0.03% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 719 shares; 2024Q4: 719 shares; 2025Q1: 719 shares; 2025Q2: 719 shares; 2025Q3: 719 shares; 2025Q4: 719 shares; 2026Q1: 719 shares; 2026Q2: 719 shares 719 $118K 0.03% 0 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: 11,834 shares; 2024Q4: 1,271 shares; 2025Q1: 1,451 shares; 2025Q2: 1,471 shares; 2025Q3: 1,473 shares; 2025Q4: 3,802 shares; 2026Q1: 1,050 shares; 2026Q2: 1,052 shares 1,052 $116K 0.03% +2 Timeline IDEF 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: 3,191 shares; 2026Q2: 3,636 shares 3,636 $116K 0.03% +445 Timeline SCHZ 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: 1,513 shares; 2024Q4: 1,938 shares; 2025Q1: 4,507 shares; 2025Q2: 4,053 shares; 2025Q3: 4,053 shares; 2025Q4: 4,053 shares; 2026Q1: 4,991 shares; 2026Q2: 4,991 shares 4,991 $115K 0.03% 0 Timeline IWY 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: 307 shares; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 305 shares; 2026Q1: 395 shares; 2026Q2: 395 shares 395 $115K 0.03% 0 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,563 shares; 2026Q1: 10,896 shares; 2026Q2: 11,130 shares 11,130 $97.7K 0.02% +234 Timeline IALT 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: 3,472 shares 3,472 $97.4K 0.02% new 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: 493 shares; 2024Q4: 493 shares; 2025Q1: 493 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 493 shares; 2026Q1: 493 shares; 2026Q2: 493 shares 493 $91.3K 0.02% 0 Timeline SMMD 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: 963 shares; 2025Q4: 963 shares; 2026Q1: 963 shares; 2026Q2: 963 shares 963 $88.2K 0.02% 0 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: 1,614 shares; 2024Q4: 1,614 shares; 2025Q1: 1,614 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,614 shares; 2026Q1: 1,614 shares; 2026Q2: 1,614 shares 1,614 $86.5K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 398 shares; 2026Q1: 398 shares; 2026Q2: 328 shares 328 $80.8K 0.02% -70 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: 1,127 shares; 2024Q4: 1,125 shares; 2025Q1: 42 shares; 2025Q2: 61 shares; 2025Q3: 101 shares; 2025Q4: 805 shares; 2026Q1: 808 shares; 2026Q2: 739 shares 739 $79.5K 0.02% -69 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 785 shares; 2024Q4: 784 shares; 2025Q1: 784 shares; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 1,611 shares; 2026Q1: 766 shares; 2026Q2: 766 shares 766 $51.3K 0.01% 0 Timeline ACWX 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: 535 shares; 2026Q2: 673 shares 673 $51.2K 0.01% +138 Timeline PRN 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: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 350 shares; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $45.6K 0.01% 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 546 shares; 2025Q3: 546 shares; 2025Q4: 546 shares; 2026Q1: 546 shares; 2026Q2: 546 shares 546 $44.8K 0.01% 0 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: 224 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 224 shares; 2026Q1: 224 shares; 2026Q2: 224 shares 224 $44.8K 0.01% 0 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 250 shares; 2026Q1: 180 shares; 2026Q2: 180 shares 180 $32.3K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 382 shares; 2025Q4: 385 shares; 2026Q1: 385 shares; 2026Q2: 385 shares 385 $29K 0.01% 0 Timeline SCHX 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: 326 shares; 2024Q4: 978 shares; 2025Q1: 978 shares; 2025Q2: 978 shares; 2025Q3: 978 shares; 2025Q4: 978 shares; 2026Q1: 978 shares; 2026Q2: 978 shares 978 $28.8K 0.01% 0 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: 271 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 89 shares; 2026Q2: 356 shares 356 $28.7K 0.01% +267 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 377 shares; 2025Q4: 402 shares; 2026Q1: 111 shares; 2026Q2: 111 shares 111 $26.9K 0.01% 0 Timeline IUSG 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: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 140 shares 140 $26.3K 0.01% 0 Timeline PRFZ 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: 470 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 470 shares; 2026Q1: 470 shares; 2026Q2: 470 shares 470 $26.2K 0.01% 0 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: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares; 2026Q2: 280 shares 280 $24.6K 0.01% +224 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,682 shares; 2026Q1: not reported; 2026Q2: 10,737 shares 10,737 $24.2K 0.01% new Timeline XSMO 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 500 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $23.4K 0.01% 0 Timeline XPH 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: 338 shares 338 $22.4K 0.01% new Timeline AOR 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: 773 shares; 2025Q2: 1,342 shares; 2025Q3: 1,346 shares; 2025Q4: 272 shares; 2026Q1: 272 shares; 2026Q2: 272 shares 272 $18.9K <0.01% 0 Timeline VNQI 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: 403 shares; 2024Q4: 403 shares; 2025Q1: 403 shares; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 403 shares; 2026Q1: 403 shares; 2026Q2: 403 shares 403 $18.1K <0.01% 0 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294 shares; 2024Q4: 294 shares; 2025Q1: 294 shares; 2025Q2: 294 shares; 2025Q3: 294 shares; 2025Q4: 294 shares; 2026Q1: 294 shares; 2026Q2: 294 shares 294 $16.6K <0.01% 0 Timeline IWX 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: 140 shares; 2026Q2: 140 shares 140 $14.7K <0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71 shares; 2026Q1: 71 shares; 2026Q2: 71 shares 71 $11.7K <0.01% 0 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: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95 shares; 2026Q1: 95 shares; 2026Q2: 95 shares 95 $7.89K <0.01% 0 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: 1,924 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21 shares; 2026Q1: 97 shares; 2026Q2: 98 shares 98 $7.8K <0.01% +1 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 50,123 shares; 2025Q2: 50,123 shares; 2025Q3: 50,123 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $7.16K <0.01% 0 Timeline KRE 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: 82 shares; 2024Q4: 82 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82 shares; 2026Q1: not reported; 2026Q2: 79 shares 79 $5.91K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46 shares 46 $5.39K <0.01% new Timeline IJJ 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: 33 shares 33 $4.88K <0.01% new Timeline VSS 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: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $4.01K <0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 515 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $3.95K <0.01% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 45 shares 45 $3.54K <0.01% +1 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,159 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 14 shares 14 $3.12K <0.01% 0 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $2.2K <0.01% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,212 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,737 shares; 2026Q1: 37 shares; 2026Q2: 37 shares 37 $1.99K <0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 558 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,467 shares; 2026Q1: 23 shares; 2026Q2: 23 shares 23 $1.89K <0.01% 0 Timeline SPIB 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: 21,597 shares; 2026Q1: not reported; 2026Q2: 54 shares 54 $1.81K <0.01% new Timeline PBW 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: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 41 shares 41 $1.6K <0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31 shares; 2024Q4: 32 shares; 2025Q1: 457 shares; 2025Q2: 424 shares; 2025Q3: 755 shares; 2025Q4: 1,035 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $1.46K <0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 44 shares 44 $1.22K <0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $1.11K <0.01% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $856 <0.01% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $654 <0.01% 0 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: 1,149 shares; 2024Q4: 1,289 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $259 <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $184 <0.01% 0 Timeline