AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,188 shares; 2024Q4: 83,257 shares; 2025Q1: 50,913 shares; 2025Q2: 80,628 shares; 2025Q3: 81,538 shares; 2025Q4: 79,456 shares; 2026Q1: 77,188 shares; 2026Q2: 76,402 shares 76,402 $22.1M 7.72% -786 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: 38,689 shares; 2024Q4: 38,535 shares; 2025Q1: 40,071 shares; 2025Q2: 38,122 shares; 2025Q3: 38,956 shares; 2025Q4: 74,970 shares; 2026Q1: 71,788 shares; 2026Q2: 74,330 shares 74,330 $14.2M 4.94% +2,542 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,284 shares; 2024Q4: 119,242 shares; 2025Q1: 133,382 shares; 2025Q2: 141,638 shares; 2025Q3: 160,980 shares; 2025Q4: 194,134 shares; 2026Q1: 241,622 shares; 2026Q2: 286,947 shares 286,947 $13.2M 4.61% +45,325 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,110 shares; 2024Q4: 135,354 shares; 2025Q1: 135,107 shares; 2025Q2: 135,431 shares; 2025Q3: 136,085 shares; 2025Q4: 137,320 shares; 2026Q1: 133,188 shares; 2026Q2: 131,930 shares 131,930 $9.88M 3.45% -1,258 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,231 shares; 2024Q4: 3,598 shares; 2025Q1: 3,607 shares; 2025Q2: 14,329 shares; 2025Q3: 40,282 shares; 2025Q4: 77,135 shares; 2026Q1: 88,389 shares; 2026Q2: 77,724 shares 77,724 $7.72M 2.7% -10,665 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: 23,150 shares; 2024Q4: 23,113 shares; 2025Q1: 23,297 shares; 2025Q2: 22,963 shares; 2025Q3: 22,312 shares; 2025Q4: 22,295 shares; 2026Q1: 21,686 shares; 2026Q2: 21,517 shares 21,517 $7.04M 2.46% -169 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,973 shares; 2024Q4: 57,612 shares; 2025Q1: 58,525 shares; 2025Q2: 59,656 shares; 2025Q3: 60,289 shares; 2025Q4: 60,573 shares; 2026Q1: 59,607 shares; 2026Q2: 121,402 shares 121,402 $6.82M 2.38% +61,795 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: 65,661 shares; 2024Q4: 57,432 shares; 2025Q1: 56,359 shares; 2025Q2: 56,303 shares; 2025Q3: 54,843 shares; 2025Q4: 53,532 shares; 2026Q1: 52,369 shares; 2026Q2: 54,092 shares 54,092 $6.37M 2.22% +1,723 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: 18,441 shares; 2024Q4: 17,054 shares; 2025Q1: 17,024 shares; 2025Q2: 17,012 shares; 2025Q3: 17,947 shares; 2025Q4: 17,713 shares; 2026Q1: 17,205 shares; 2026Q2: 16,882 shares 16,882 $6.03M 2.11% -323 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,124 shares; 2024Q4: 79,449 shares; 2025Q1: 84,037 shares; 2025Q2: 83,068 shares; 2025Q3: 83,555 shares; 2025Q4: 87,464 shares; 2026Q1: 92,073 shares; 2026Q2: 103,938 shares 103,938 $5.87M 2.05% +11,865 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,477 shares; 2024Q4: 22,628 shares; 2025Q1: 23,705 shares; 2025Q2: 23,361 shares; 2025Q3: 23,466 shares; 2025Q4: 24,495 shares; 2026Q1: 25,770 shares; 2026Q2: 26,639 shares 26,639 $5.67M 1.98% +869 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: 18,199 shares; 2024Q4: 16,430 shares; 2025Q1: 16,135 shares; 2025Q2: 15,970 shares; 2025Q3: 17,390 shares; 2025Q4: 16,928 shares; 2026Q1: 15,618 shares; 2026Q2: 15,327 shares 15,327 $5.42M 1.89% -291 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: 13,515 shares; 2024Q4: 13,974 shares; 2025Q1: 13,812 shares; 2025Q2: 14,038 shares; 2025Q3: 14,088 shares; 2025Q4: 14,651 shares; 2026Q1: 13,870 shares; 2026Q2: 13,867 shares 13,867 $5.13M 1.79% -3 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: 14,236 shares; 2024Q4: 13,320 shares; 2025Q1: 13,099 shares; 2025Q2: 13,078 shares; 2025Q3: 13,006 shares; 2025Q4: 12,895 shares; 2026Q1: 13,049 shares; 2026Q2: 13,048 shares 13,048 $4.87M 1.7% -1 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 59,358 shares 59,358 $4.49M 1.57% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,939 shares; 2024Q4: 18,450 shares; 2025Q1: 20,242 shares; 2025Q2: 23,344 shares; 2025Q3: 36,657 shares; 2025Q4: 63,337 shares; 2026Q1: 75,754 shares; 2026Q2: 84,499 shares 84,499 $4.42M 1.54% +8,745 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: 53,869 shares; 2024Q4: 52,358 shares; 2025Q1: 54,466 shares; 2025Q2: 54,947 shares; 2025Q3: 55,971 shares; 2025Q4: 58,452 shares; 2026Q1: 59,717 shares; 2026Q2: 51,302 shares 51,302 $4.24M 1.48% -8,415 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: 16,998 shares; 2024Q4: 16,087 shares; 2025Q1: 16,165 shares; 2025Q2: 15,831 shares; 2025Q3: 17,119 shares; 2025Q4: 17,304 shares; 2026Q1: 16,630 shares; 2026Q2: 16,728 shares 16,728 $3.99M 1.39% +98 Timeline VPU 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: 7,393 shares; 2024Q4: 10,480 shares; 2025Q1: 11,677 shares; 2025Q2: 12,088 shares; 2025Q3: 12,930 shares; 2025Q4: 16,719 shares; 2026Q1: 17,308 shares; 2026Q2: 18,041 shares 18,041 $3.53M 1.23% +733 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,813 shares; 2024Q4: 40,180 shares; 2025Q1: 39,599 shares; 2025Q2: 39,359 shares; 2025Q3: 39,121 shares; 2025Q4: 38,045 shares; 2026Q1: 37,156 shares; 2026Q2: 38,335 shares 38,335 $3.52M 1.23% +1,179 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: 3,316 shares; 2024Q4: 3,209 shares; 2025Q1: 3,479 shares; 2025Q2: 3,530 shares; 2025Q3: 3,475 shares; 2025Q4: 3,476 shares; 2026Q1: 3,242 shares; 2026Q2: 3,239 shares 3,239 $3.28M 1.14% -3 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: 5,576 shares; 2024Q4: 4,971 shares; 2025Q1: 4,971 shares; 2025Q2: 4,996 shares; 2025Q3: 4,786 shares; 2025Q4: 4,589 shares; 2026Q1: 4,982 shares; 2026Q2: 6,440 shares 6,440 $3.22M 1.12% +1,458 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: 16,277 shares; 2024Q4: 15,144 shares; 2025Q1: 15,118 shares; 2025Q2: 14,937 shares; 2025Q3: 14,786 shares; 2025Q4: 14,558 shares; 2026Q1: 13,924 shares; 2026Q2: 13,961 shares 13,961 $3.17M 1.11% +37 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,580 shares; 2024Q4: 2,611 shares; 2025Q1: 3,145 shares; 2025Q2: 3,370 shares; 2025Q3: 3,702 shares; 2025Q4: 3,918 shares; 2026Q1: 4,064 shares; 2026Q2: 4,125 shares 4,125 $3.08M 1.08% +61 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,347 shares; 2024Q4: 52,412 shares; 2025Q1: 54,866 shares; 2025Q2: 55,025 shares; 2025Q3: 53,121 shares; 2025Q4: 50,597 shares; 2026Q1: 50,253 shares; 2026Q2: 60,330 shares 60,330 $3.05M 1.06% +10,077 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: 13,419 shares; 2024Q4: 14,027 shares; 2025Q1: 14,397 shares; 2025Q2: 13,230 shares; 2025Q3: 12,929 shares; 2025Q4: 12,811 shares; 2026Q1: 12,477 shares; 2026Q2: 12,497 shares 12,497 $3.04M 1.06% +20 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,898 shares; 2024Q4: 20,701 shares; 2025Q1: 22,393 shares; 2025Q2: 22,062 shares; 2025Q3: 21,932 shares; 2025Q4: 22,087 shares; 2026Q1: 21,436 shares; 2026Q2: 21,450 shares 21,450 $2.82M 0.99% +14 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,271 shares; 2024Q4: 10,057 shares; 2025Q1: 9,938 shares; 2025Q2: 9,487 shares; 2025Q3: 9,448 shares; 2025Q4: 9,738 shares; 2026Q1: 9,540 shares; 2026Q2: 9,342 shares 9,342 $2.79M 0.97% -198 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: 12,074 shares; 2024Q4: 11,192 shares; 2025Q1: 10,901 shares; 2025Q2: 10,654 shares; 2025Q3: 10,307 shares; 2025Q4: 9,956 shares; 2026Q1: 9,517 shares; 2026Q2: 9,425 shares 9,425 $2.65M 0.93% -92 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,741 shares; 2024Q4: 25,353 shares; 2025Q1: 25,044 shares; 2025Q2: 24,701 shares; 2025Q3: 24,017 shares; 2025Q4: 23,527 shares; 2026Q1: 22,308 shares; 2026Q2: 22,188 shares 22,188 $2.63M 0.92% -120 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: 11,280 shares; 2024Q4: 12,084 shares; 2025Q1: 14,372 shares; 2025Q2: 15,067 shares; 2025Q3: 14,952 shares; 2025Q4: 15,547 shares; 2026Q1: 16,521 shares; 2026Q2: 16,403 shares 16,403 $2.59M 0.9% -118 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,271 shares; 2024Q4: 4,115 shares; 2025Q1: 4,244 shares; 2025Q2: 3,823 shares; 2025Q3: 4,154 shares; 2025Q4: 4,240 shares; 2026Q1: 4,115 shares; 2026Q2: 4,008 shares 4,008 $2.57M 0.9% -107 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 32,307 shares; 2025Q4: 66,164 shares; 2026Q1: 80,943 shares; 2026Q2: 84,979 shares 84,979 $2.49M 0.87% +4,036 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER 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: 24,194 shares; 2025Q4: 39,028 shares; 2026Q1: 56,756 shares; 2026Q2: 64,612 shares 64,612 $2.46M 0.86% +7,856 Timeline CWB 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: 21,601 shares; 2024Q4: 20,968 shares; 2025Q1: 22,344 shares; 2025Q2: 22,363 shares; 2025Q3: 22,391 shares; 2025Q4: 22,212 shares; 2026Q1: 21,784 shares; 2026Q2: 21,609 shares 21,609 $2.33M 0.81% -175 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: 7,624 shares; 2024Q4: 8,356 shares; 2025Q1: 9,293 shares; 2025Q2: 9,586 shares; 2025Q3: 10,800 shares; 2025Q4: 10,935 shares; 2026Q1: 11,441 shares; 2026Q2: 11,569 shares 11,569 $2.31M 0.81% +128 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,761 shares; 2024Q4: 3,662 shares; 2025Q1: 4,096 shares; 2025Q2: 4,625 shares; 2025Q3: 4,641 shares; 2025Q4: 5,234 shares; 2026Q1: 5,684 shares; 2026Q2: 5,929 shares 5,929 $2.18M 0.76% +245 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: 8,801 shares; 2024Q4: 8,532 shares; 2025Q1: 8,487 shares; 2025Q2: 8,493 shares; 2025Q3: 8,474 shares; 2025Q4: 8,586 shares; 2026Q1: 8,475 shares; 2026Q2: 8,477 shares 8,477 $2.15M 0.75% +2 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,111 shares; 2024Q4: 28,218 shares; 2025Q1: 28,253 shares; 2025Q2: 28,274 shares; 2025Q3: 27,871 shares; 2025Q4: 30,199 shares; 2026Q1: 29,661 shares; 2026Q2: 29,574 shares 29,574 $2.04M 0.71% -87 Timeline VDE 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: 13,784 shares; 2024Q4: 16,323 shares; 2025Q1: 16,635 shares; 2025Q2: 14,198 shares; 2025Q3: 14,033 shares; 2025Q4: 13,719 shares; 2026Q1: 13,265 shares; 2026Q2: 12,903 shares 12,903 $1.94M 0.68% -362 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,631 shares; 2024Q4: 33,232 shares; 2025Q1: 32,627 shares; 2025Q2: 32,412 shares; 2025Q3: 32,284 shares; 2025Q4: 33,324 shares; 2026Q1: 32,667 shares; 2026Q2: 32,091 shares 32,091 $1.89M 0.66% -576 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,036 shares; 2024Q4: 1,546 shares; 2025Q1: 2,879 shares; 2025Q2: 2,810 shares; 2025Q3: 2,832 shares; 2025Q4: 2,782 shares; 2026Q1: 2,678 shares; 2026Q2: 2,811 shares 2,811 $1.84M 0.64% +133 Timeline SCMB 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: 41,723 shares; 2024Q4: 88,406 shares; 2025Q1: 88,493 shares; 2025Q2: 76,021 shares; 2025Q3: 71,785 shares; 2025Q4: 73,970 shares; 2026Q1: 66,658 shares; 2026Q2: 70,567 shares 70,567 $1.82M 0.64% +3,909 Timeline FTMA 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: 99,756 shares; 2026Q1: 199,512 shares; 2026Q2: 199,512 shares 199,512 $1.82M 0.64% 0 Timeline CIBR 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: 21,609 shares; 2024Q4: 22,067 shares; 2025Q1: 21,995 shares; 2025Q2: 21,732 shares; 2025Q3: 21,252 shares; 2025Q4: 21,047 shares; 2026Q1: 20,652 shares; 2026Q2: 20,096 shares 20,096 $1.81M 0.63% -556 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: 1,452 shares; 2024Q4: 1,479 shares; 2025Q1: 1,562 shares; 2025Q2: 1,514 shares; 2025Q3: 1,419 shares; 2025Q4: 1,425 shares; 2026Q1: 1,423 shares; 2026Q2: 1,497 shares 1,497 $1.8M 0.63% +74 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,251 shares; 2025Q2: 13,938 shares; 2025Q3: 23,110 shares; 2025Q4: 29,978 shares; 2026Q1: 33,553 shares; 2026Q2: 33,263 shares 33,263 $1.7M 0.59% -290 Timeline NLR 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: 5,942 shares; 2025Q4: 10,793 shares; 2026Q1: 12,025 shares; 2026Q2: 13,856 shares 13,856 $1.61M 0.56% +1,831 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,370 shares; 2025Q1: 13,949 shares; 2025Q2: 13,772 shares; 2025Q3: 13,863 shares; 2025Q4: 15,225 shares; 2026Q1: 16,788 shares; 2026Q2: 16,798 shares 16,798 $1.59M 0.55% +10 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: 2,090 shares; 2024Q4: 2,091 shares; 2025Q1: 2,091 shares; 2025Q2: 2,091 shares; 2025Q3: 2,092 shares; 2025Q4: 2,092 shares; 2026Q1: 2,138 shares; 2026Q2: 2,138 shares 2,138 $1.55M 0.54% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,018 shares; 2024Q4: 5,192 shares; 2025Q1: 5,412 shares; 2025Q2: 5,269 shares; 2025Q3: 5,318 shares; 2025Q4: 5,205 shares; 2026Q1: 4,952 shares; 2026Q2: 4,994 shares 4,994 $1.51M 0.53% +42 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: 13,048 shares; 2024Q4: 12,805 shares; 2025Q1: 12,810 shares; 2025Q2: 12,824 shares; 2025Q3: 12,863 shares; 2025Q4: 12,588 shares; 2026Q1: 13,225 shares; 2026Q2: 13,349 shares 13,349 $1.51M 0.53% +124 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: 9,745 shares; 2024Q4: 10,575 shares; 2025Q1: 11,729 shares; 2025Q2: 11,014 shares; 2025Q3: 12,165 shares; 2025Q4: 13,941 shares; 2026Q1: 15,636 shares; 2026Q2: 17,128 shares 17,128 $1.46M 0.51% +1,492 Timeline XLRE 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: 26,120 shares; 2024Q4: 29,247 shares; 2025Q1: 30,091 shares; 2025Q2: 29,598 shares; 2025Q3: 30,114 shares; 2025Q4: 32,619 shares; 2026Q1: 32,092 shares; 2026Q2: 32,711 shares 32,711 $1.44M 0.5% +619 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,859 shares; 2024Q4: 6,723 shares; 2025Q1: 6,725 shares; 2025Q2: 6,509 shares; 2025Q3: 6,296 shares; 2025Q4: 6,653 shares; 2026Q1: 6,521 shares; 2026Q2: 6,521 shares 6,521 $1.24M 0.43% 0 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: 5,817 shares; 2024Q4: 5,484 shares; 2025Q1: 5,491 shares; 2025Q2: 7,069 shares; 2025Q3: 6,989 shares; 2025Q4: 7,349 shares; 2026Q1: 1,605 shares; 2026Q2: 7,796 shares 7,796 $1.24M 0.43% +6,191 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,376 shares; 2024Q4: 8,601 shares; 2025Q1: 8,488 shares; 2025Q2: 8,503 shares; 2025Q3: 8,521 shares; 2025Q4: 8,288 shares; 2026Q1: 8,012 shares; 2026Q2: 7,830 shares 7,830 $1.22M 0.43% -182 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: 1,914 shares; 2025Q1: 2,035 shares; 2025Q2: 2,364 shares; 2025Q3: 4,028 shares; 2025Q4: 8,905 shares; 2026Q1: 6,282 shares; 2026Q2: 6,493 shares 6,493 $1.17M 0.41% +211 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,940 shares; 2024Q4: 11,053 shares; 2025Q1: 11,132 shares; 2025Q2: 11,132 shares; 2025Q3: 11,040 shares; 2025Q4: 11,194 shares; 2026Q1: 1,116 shares; 2026Q2: 11,052 shares 11,052 $1.16M 0.4% +9,936 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: 5,334 shares; 2024Q4: 5,253 shares; 2025Q1: 5,282 shares; 2025Q2: 5,282 shares; 2025Q3: 5,320 shares; 2025Q4: 5,199 shares; 2026Q1: 4,885 shares; 2026Q2: 4,860 shares 4,860 $1.15M 0.4% -25 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: 7,606 shares; 2024Q4: 7,873 shares; 2025Q1: 8,226 shares; 2025Q2: 8,273 shares; 2025Q3: 8,882 shares; 2025Q4: 9,522 shares; 2026Q1: 10,865 shares; 2026Q2: 11,717 shares 11,717 $1.13M 0.39% +852 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,058 shares; 2024Q4: 15,370 shares; 2025Q1: 17,358 shares; 2025Q2: 17,856 shares; 2025Q3: 19,369 shares; 2025Q4: 21,020 shares; 2026Q1: 20,470 shares; 2026Q2: 20,490 shares 20,490 $1.1M 0.38% +20 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,997 shares; 2025Q1: 19,524 shares; 2025Q2: 19,083 shares; 2025Q3: 18,800 shares; 2025Q4: 18,636 shares; 2026Q1: 19,290 shares; 2026Q2: 20,219 shares 20,219 $1.08M 0.38% +929 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: 5,727 shares; 2024Q4: 5,543 shares; 2025Q1: 6,022 shares; 2025Q2: 5,887 shares; 2025Q3: 5,733 shares; 2025Q4: 5,587 shares; 2026Q1: 5,473 shares; 2026Q2: 5,439 shares 5,439 $1.07M 0.38% -34 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: 1,104 shares; 2024Q4: 1,089 shares; 2025Q1: 999 shares; 2025Q2: 1,627 shares; 2025Q3: 1,600 shares; 2025Q4: 1,564 shares; 2026Q1: 1,506 shares; 2026Q2: 1,445 shares 1,445 $1.06M 0.37% -61 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: 6,738 shares; 2024Q4: 20,384 shares; 2025Q1: 23,491 shares; 2025Q2: 25,282 shares; 2025Q3: 28,300 shares; 2025Q4: 31,619 shares; 2026Q1: 31,103 shares; 2026Q2: 32,677 shares 32,677 $1.04M 0.36% +1,574 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,651 shares; 2024Q4: 19,631 shares; 2025Q1: 19,995 shares; 2025Q2: 20,960 shares; 2025Q3: 21,312 shares; 2025Q4: 21,173 shares; 2026Q1: 23,183 shares; 2026Q2: 23,987 shares 23,987 $1.02M 0.35% +804 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: 15,390 shares; 2024Q4: 16,277 shares; 2025Q1: 16,915 shares; 2025Q2: 17,196 shares; 2025Q3: 17,568 shares; 2025Q4: 18,317 shares; 2026Q1: 17,905 shares; 2026Q2: 18,562 shares 18,562 $995K 0.35% +657 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: 12,816 shares; 2024Q4: 12,958 shares; 2025Q1: 12,728 shares; 2025Q2: 12,057 shares; 2025Q3: 11,284 shares; 2025Q4: 11,193 shares; 2026Q1: 11,009 shares; 2026Q2: 10,676 shares 10,676 $985K 0.34% -333 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: 1,058 shares; 2024Q4: 919 shares; 2025Q1: 944 shares; 2025Q2: 946 shares; 2025Q3: 906 shares; 2025Q4: 760 shares; 2026Q1: 920 shares; 2026Q2: 920 shares 920 $980K 0.34% 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: 3,361 shares; 2024Q4: 3,332 shares; 2025Q1: 3,310 shares; 2025Q2: 3,173 shares; 2025Q3: 3,245 shares; 2025Q4: 3,268 shares; 2026Q1: 2,934 shares; 2026Q2: 11,794 shares 11,794 $950K 0.33% +8,860 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,001 shares; 2024Q4: 8,505 shares; 2025Q1: 8,891 shares; 2025Q2: 9,705 shares; 2025Q3: 10,047 shares; 2025Q4: 20,102 shares; 2026Q1: 21,046 shares; 2026Q2: 20,788 shares 20,788 $943K 0.33% -258 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: 10,939 shares; 2024Q4: 11,327 shares; 2025Q1: 11,347 shares; 2025Q2: 11,162 shares; 2025Q3: 11,520 shares; 2025Q4: 11,696 shares; 2026Q1: 11,389 shares; 2026Q2: 11,230 shares 11,230 $933K 0.33% -159 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: 18,790 shares; 2024Q4: 17,011 shares; 2025Q1: 17,769 shares; 2025Q2: 17,158 shares; 2025Q3: 18,045 shares; 2025Q4: 24,445 shares; 2026Q1: 36,410 shares; 2026Q2: 38,677 shares 38,677 $931K 0.33% +2,267 Timeline PSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,162 shares; 2025Q3: 9,489 shares; 2025Q4: 12,024 shares; 2026Q1: 14,798 shares; 2026Q2: 16,467 shares 16,467 $917K 0.32% +1,669 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: 5,644 shares; 2024Q4: 5,453 shares; 2025Q1: 5,503 shares; 2025Q2: 5,508 shares; 2025Q3: 5,609 shares; 2025Q4: 5,961 shares; 2026Q1: 6,178 shares; 2026Q2: 6,179 shares 6,179 $906K 0.32% +1 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,245 shares; 2024Q4: 2,914 shares; 2025Q1: 2,911 shares; 2025Q2: 2,973 shares; 2025Q3: 2,811 shares; 2025Q4: 2,729 shares; 2026Q1: 2,680 shares; 2026Q2: 2,604 shares 2,604 $889K 0.31% -76 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,919 shares; 2024Q4: 8,070 shares; 2025Q1: 8,759 shares; 2025Q2: 8,776 shares; 2025Q3: 8,787 shares; 2025Q4: 9,023 shares; 2026Q1: 9,202 shares; 2026Q2: 9,327 shares 9,327 $871K 0.3% +125 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,117 shares; 2024Q4: 5,972 shares; 2025Q1: 6,491 shares; 2025Q2: 6,443 shares; 2025Q3: 6,208 shares; 2025Q4: 6,296 shares; 2026Q1: 5,327 shares; 2026Q2: 5,284 shares 5,284 $870K 0.3% -43 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: 42,386 shares; 2024Q4: 38,382 shares; 2025Q1: 38,185 shares; 2025Q2: 33,442 shares; 2025Q3: 29,812 shares; 2025Q4: 29,428 shares; 2026Q1: 28,130 shares; 2026Q2: 27,059 shares 27,059 $865K 0.3% -1,071 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,242 shares; 2024Q4: 2,022 shares; 2025Q1: 1,996 shares; 2025Q2: 1,996 shares; 2025Q3: 1,996 shares; 2025Q4: 1,974 shares; 2026Q1: 2,173 shares; 2026Q2: 2,202 shares 2,202 $832K 0.29% +29 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: 4,758 shares; 2024Q4: 4,758 shares; 2025Q1: 5,963 shares; 2025Q2: 5,963 shares; 2025Q3: 4,735 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares; 2026Q2: 2,044 shares 2,044 $812K 0.28% -756 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,425 shares; 2024Q4: 2,497 shares; 2025Q1: 2,743 shares; 2025Q2: 2,520 shares; 2025Q3: 2,394 shares; 2025Q4: 2,397 shares; 2026Q1: 2,157 shares; 2026Q2: 2,157 shares 2,157 $789K 0.28% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,075 shares; 2024Q4: 2,075 shares; 2025Q1: 2,075 shares; 2025Q2: 2,075 shares; 2025Q3: 2,075 shares; 2025Q4: 2,075 shares; 2026Q1: 2,075 shares; 2026Q2: 2,075 shares 2,075 $770K 0.27% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,375 shares; 2024Q4: 6,907 shares; 2025Q1: 6,951 shares; 2025Q2: 6,594 shares; 2025Q3: 6,431 shares; 2025Q4: 6,464 shares; 2026Q1: 6,173 shares; 2026Q2: 5,890 shares 5,890 $768K 0.27% -283 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,085 shares; 2024Q4: 1,049 shares; 2025Q1: 1,087 shares; 2025Q2: 1,087 shares; 2025Q3: 1,009 shares; 2025Q4: 984 shares; 2026Q1: 977 shares; 2026Q2: 977 shares 977 $746K 0.26% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,645 shares; 2024Q4: 19,347 shares; 2025Q1: 23,371 shares; 2025Q2: 22,339 shares; 2025Q3: 22,636 shares; 2025Q4: 24,274 shares; 2026Q1: 23,907 shares; 2026Q2: 23,641 shares 23,641 $721K 0.25% -266 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: 7,503 shares; 2024Q4: 7,661 shares; 2025Q1: 8,744 shares; 2025Q2: 8,821 shares; 2025Q3: 8,719 shares; 2025Q4: 11,286 shares; 2026Q1: 11,628 shares; 2026Q2: 12,201 shares 12,201 $703K 0.25% +573 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: 6,867 shares; 2024Q4: 6,076 shares; 2025Q1: 5,875 shares; 2025Q2: 5,692 shares; 2025Q3: 4,954 shares; 2025Q4: 5,404 shares; 2026Q1: 5,415 shares; 2026Q2: 5,424 shares 5,424 $697K 0.24% +9 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: 7,777 shares; 2024Q4: 7,956 shares; 2025Q1: 7,799 shares; 2025Q2: 7,815 shares; 2025Q3: 8,111 shares; 2025Q4: 8,905 shares; 2026Q1: 9,357 shares; 2026Q2: 10,058 shares 10,058 $688K 0.24% +701 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,561 shares; 2024Q4: 2,429 shares; 2025Q1: 2,434 shares; 2025Q2: 2,438 shares; 2025Q3: 2,503 shares; 2025Q4: 2,405 shares; 2026Q1: 2,576 shares; 2026Q2: 2,521 shares 2,521 $682K 0.24% -55 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,724 shares; 2024Q4: 17,990 shares; 2025Q1: 17,186 shares; 2025Q2: 16,508 shares; 2025Q3: 16,132 shares; 2025Q4: 15,445 shares; 2026Q1: 15,512 shares; 2026Q2: 15,943 shares 15,943 $671K 0.23% +431 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,160 shares; 2024Q4: 17,400 shares; 2025Q1: 17,232 shares; 2025Q2: 17,275 shares; 2025Q3: 17,746 shares; 2025Q4: 18,099 shares; 2026Q1: 17,124 shares; 2026Q2: 17,568 shares 17,568 $671K 0.23% +444 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,723 shares; 2024Q4: 4,741 shares; 2025Q1: 4,931 shares; 2025Q2: 4,861 shares; 2025Q3: 4,861 shares; 2025Q4: 4,767 shares; 2026Q1: 4,732 shares; 2026Q2: 4,732 shares 4,732 $651K 0.23% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,258 shares; 2026Q2: 9,634 shares 9,634 $632K 0.22% +3,376 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,916 shares; 2024Q4: 2,840 shares; 2025Q1: 2,759 shares; 2025Q2: 2,703 shares; 2025Q3: 2,671 shares; 2025Q4: 2,578 shares; 2026Q1: 2,546 shares; 2026Q2: 2,498 shares 2,498 $629K 0.22% -48 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,732 shares; 2024Q4: 1,670 shares; 2025Q1: 1,670 shares; 2025Q2: 1,670 shares; 2025Q3: 1,670 shares; 2025Q4: 1,750 shares; 2026Q1: 1,751 shares; 2026Q2: 1,670 shares 1,670 $626K 0.22% -81 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: 3,036 shares; 2024Q4: 3,040 shares; 2025Q1: 3,051 shares; 2025Q2: 2,984 shares; 2025Q3: 2,937 shares; 2025Q4: 2,944 shares; 2026Q1: 2,949 shares; 2026Q2: 2,951 shares 2,951 $617K 0.22% +2 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,909 shares; 2025Q4: 1,678 shares; 2026Q1: 1,408 shares; 2026Q2: 1,412 shares 1,412 $610K 0.21% +4 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: 762 shares; 2024Q4: 783 shares; 2025Q1: 795 shares; 2025Q2: 789 shares; 2025Q3: 1,050 shares; 2025Q4: 1,051 shares; 2026Q1: 809 shares; 2026Q2: 811 shares 811 $607K 0.21% +2 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,823 shares; 2024Q4: 4,823 shares; 2025Q1: 6,279 shares; 2025Q2: 6,279 shares; 2025Q3: 6,279 shares; 2025Q4: 6,185 shares; 2026Q1: 6,011 shares; 2026Q2: 4,823 shares 4,823 $587K 0.2% -1,188 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,371 shares; 2024Q4: 6,085 shares; 2025Q1: 6,120 shares; 2025Q2: 6,407 shares; 2025Q3: 6,982 shares; 2025Q4: 7,414 shares; 2026Q1: 7,460 shares; 2026Q2: 8,083 shares 8,083 $582K 0.2% +623 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,598 shares; 2024Q4: 4,515 shares; 2025Q1: 4,528 shares; 2025Q2: 4,540 shares; 2025Q3: 4,551 shares; 2025Q4: 4,564 shares; 2026Q1: 4,575 shares; 2026Q2: 4,582 shares 4,582 $580K 0.2% +7 Timeline JOET VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,525 shares; 2025Q4: 9,999 shares; 2026Q1: 11,994 shares; 2026Q2: 12,459 shares 12,459 $577K 0.2% +465 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: 4,478 shares; 2024Q4: 4,485 shares; 2025Q1: 4,490 shares; 2025Q2: 4,496 shares; 2025Q3: 4,501 shares; 2025Q4: 4,381 shares; 2026Q1: 4,284 shares; 2026Q2: 4,261 shares 4,261 $569K 0.2% -23 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: 499 shares; 2025Q1: 526 shares; 2025Q2: 526 shares; 2025Q3: 496 shares; 2025Q4: 496 shares; 2026Q1: 488 shares; 2026Q2: 487 shares 487 $569K 0.2% -1 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: 5,767 shares; 2024Q4: 5,772 shares; 2025Q1: 5,778 shares; 2025Q2: 5,784 shares; 2025Q3: 5,728 shares; 2025Q4: 5,734 shares; 2026Q1: 5,739 shares; 2026Q2: 5,745 shares 5,745 $550K 0.19% +6 Timeline QQQA PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,698 shares; 2025Q2: 7,347 shares; 2025Q3: 6,978 shares; 2025Q4: 6,698 shares; 2026Q1: 6,698 shares; 2026Q2: 6,315 shares 6,315 $538K 0.19% -383 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: 12,401 shares; 2024Q4: 11,728 shares; 2025Q1: 11,739 shares; 2025Q2: 11,749 shares; 2025Q3: 9,588 shares; 2025Q4: 9,548 shares; 2026Q1: 9,534 shares; 2026Q2: 9,339 shares 9,339 $532K 0.19% -195 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,526 shares; 2024Q4: 6,088 shares; 2025Q1: 6,089 shares; 2025Q2: 6,101 shares; 2025Q3: 6,006 shares; 2025Q4: 5,434 shares; 2026Q1: 5,235 shares; 2026Q2: 4,974 shares 4,974 $467K 0.16% -261 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,717 shares; 2024Q4: 1,731 shares; 2025Q1: 1,813 shares; 2025Q2: 1,815 shares; 2025Q3: 1,817 shares; 2025Q4: 2,017 shares; 2026Q1: 2,063 shares; 2026Q2: 2,071 shares 2,071 $467K 0.16% +8 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,566 shares; 2024Q4: 27,869 shares; 2025Q1: 27,924 shares; 2025Q2: 24,631 shares; 2025Q3: 21,507 shares; 2025Q4: 19,923 shares; 2026Q1: 19,941 shares; 2026Q2: 19,941 shares 19,941 $460K 0.16% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 614 shares; 2025Q4: 797 shares; 2026Q1: 1,088 shares; 2026Q2: 1,089 shares 1,089 $453K 0.16% +1 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: 3,925 shares; 2024Q4: 4,107 shares; 2025Q1: 4,947 shares; 2025Q2: 4,995 shares; 2025Q3: 5,203 shares; 2025Q4: 5,525 shares; 2026Q1: 5,400 shares; 2026Q2: 5,649 shares 5,649 $452K 0.16% +249 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: 2,466 shares; 2024Q4: 2,473 shares; 2025Q1: 2,480 shares; 2025Q2: 2,480 shares; 2025Q3: 2,329 shares; 2025Q4: 2,273 shares; 2026Q1: 2,067 shares; 2026Q2: 2,071 shares 2,071 $451K 0.16% +4 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,067 shares; 2024Q4: 5,542 shares; 2025Q1: 5,421 shares; 2025Q2: 5,414 shares; 2025Q3: 5,433 shares; 2025Q4: 5,433 shares; 2026Q1: 5,443 shares; 2026Q2: 5,442 shares 5,442 $451K 0.16% -1 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,003 shares; 2024Q4: 1,959 shares; 2025Q1: 1,959 shares; 2025Q2: 1,959 shares; 2025Q3: 1,959 shares; 2025Q4: 1,949 shares; 2026Q1: 2,008 shares; 2026Q2: 2,008 shares 2,008 $443K 0.15% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,784 shares; 2024Q4: 14,760 shares; 2025Q1: 14,385 shares; 2025Q2: 13,601 shares; 2025Q3: 12,954 shares; 2025Q4: 12,306 shares; 2026Q1: 11,552 shares; 2026Q2: 10,771 shares 10,771 $436K 0.15% -781 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: 2,707 shares; 2024Q4: 2,408 shares; 2025Q1: 2,417 shares; 2025Q2: 2,059 shares; 2025Q3: 2,067 shares; 2025Q4: 2,124 shares; 2026Q1: 1,928 shares; 2026Q2: 1,937 shares 1,937 $433K 0.15% +9 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,820 shares; 2024Q4: 2,037 shares; 2025Q1: 2,039 shares; 2025Q2: 1,664 shares; 2025Q3: 1,664 shares; 2025Q4: 1,810 shares; 2026Q1: 1,894 shares; 2026Q2: 1,894 shares 1,894 $433K 0.15% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,627 shares; 2024Q4: 3,239 shares; 2025Q1: 3,744 shares; 2025Q2: 3,975 shares; 2025Q3: 3,650 shares; 2025Q4: 3,638 shares; 2026Q1: 2,843 shares; 2026Q2: 2,845 shares 2,845 $433K 0.15% +2 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: 1,227 shares; 2024Q4: 1,251 shares; 2025Q1: 1,209 shares; 2025Q2: 1,212 shares; 2025Q3: 1,174 shares; 2025Q4: 1,289 shares; 2026Q1: 1,182 shares; 2026Q2: 1,185 shares 1,185 $429K 0.15% +3 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,489 shares; 2024Q4: 6,812 shares; 2025Q1: 7,106 shares; 2025Q2: 6,496 shares; 2025Q3: 6,517 shares; 2025Q4: 6,460 shares; 2026Q1: 6,410 shares; 2026Q2: 6,413 shares 6,413 $420K 0.15% +3 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; 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: 27,058 shares 27,058 $409K 0.14% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,066 shares; 2025Q3: 1,162 shares; 2025Q4: 1,162 shares; 2026Q1: not reported; 2026Q2: 1,194 shares 1,194 $407K 0.14% new Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,721 shares; 2024Q4: 4,739 shares; 2025Q1: 4,739 shares; 2025Q2: 4,776 shares; 2025Q3: 4,776 shares; 2025Q4: 4,788 shares; 2026Q1: 5,141 shares; 2026Q2: 5,148 shares 5,148 $388K 0.14% +7 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: 1,737 shares; 2024Q4: 1,723 shares; 2025Q1: 1,700 shares; 2025Q2: 1,686 shares; 2025Q3: 1,564 shares; 2025Q4: 1,432 shares; 2026Q1: 790 shares; 2026Q2: 3,060 shares 3,060 $380K 0.13% +2,270 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: 2,380 shares; 2026Q1: 3,278 shares; 2026Q2: 3,450 shares 3,450 $379K 0.13% +172 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: 4,723 shares; 2024Q4: 4,726 shares; 2025Q1: 4,729 shares; 2025Q2: 4,732 shares; 2025Q3: 4,735 shares; 2025Q4: 4,537 shares; 2026Q1: 4,540 shares; 2026Q2: 4,543 shares 4,543 $375K 0.13% +3 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,625 shares; 2024Q4: 1,729 shares; 2025Q1: 1,732 shares; 2025Q2: 1,710 shares; 2025Q3: 1,713 shares; 2025Q4: 1,674 shares; 2026Q1: 1,678 shares; 2026Q2: 1,680 shares 1,680 $375K 0.13% +2 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,333 shares; 2024Q4: 2,299 shares; 2025Q1: 2,212 shares; 2025Q2: 2,235 shares; 2025Q3: 2,521 shares; 2025Q4: 2,585 shares; 2026Q1: 2,359 shares; 2026Q2: 2,524 shares 2,524 $342K 0.12% +165 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,314 shares; 2024Q4: 3,060 shares; 2025Q1: 2,936 shares; 2025Q2: 2,868 shares; 2025Q3: 3,034 shares; 2025Q4: 2,606 shares; 2026Q1: 2,468 shares; 2026Q2: 2,290 shares 2,290 $340K 0.12% -178 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: 1,021 shares; 2024Q4: 886 shares; 2025Q1: 926 shares; 2025Q2: 927 shares; 2025Q3: 928 shares; 2025Q4: 899 shares; 2026Q1: 952 shares; 2026Q2: 952 shares 952 $336K 0.12% 0 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,768 shares; 2024Q4: 9,670 shares; 2025Q1: 9,684 shares; 2025Q2: 8,964 shares; 2025Q3: 7,767 shares; 2025Q4: 7,674 shares; 2026Q1: 7,954 shares; 2026Q2: 7,961 shares 7,961 $334K 0.12% +7 Timeline REET 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: 12,501 shares; 2026Q1: 11,667 shares; 2026Q2: 11,891 shares 11,891 $328K 0.11% +224 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: 3,299 shares; 2024Q4: 3,299 shares; 2025Q1: 3,125 shares; 2025Q2: 3,125 shares; 2025Q3: 3,125 shares; 2025Q4: 3,914 shares; 2026Q1: 2,949 shares; 2026Q2: 2,951 shares 2,951 $326K 0.11% +2 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,544 shares; 2024Q4: 8,736 shares; 2025Q1: 5,926 shares; 2025Q2: 4,402 shares; 2025Q3: 4,239 shares; 2025Q4: 4,556 shares; 2026Q1: 4,402 shares; 2026Q2: 4,103 shares 4,103 $325K 0.11% -299 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: 463 shares; 2024Q4: 494 shares; 2025Q1: 470 shares; 2025Q2: 475 shares; 2025Q3: 476 shares; 2025Q4: 501 shares; 2026Q1: 468 shares; 2026Q2: 472 shares 472 $324K 0.11% +4 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 657 shares; 2024Q4: 658 shares; 2025Q1: 694 shares; 2025Q2: 684 shares; 2025Q3: 685 shares; 2025Q4: 786 shares; 2026Q1: 660 shares; 2026Q2: 615 shares 615 $322K 0.11% -45 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: 3,081 shares; 2024Q4: 3,033 shares; 2025Q1: 3,037 shares; 2025Q2: 2,943 shares; 2025Q3: 2,949 shares; 2025Q4: 2,779 shares; 2026Q1: 2,665 shares; 2026Q2: 2,617 shares 2,617 $318K 0.11% -48 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: 3,730 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,774 shares; 2025Q4: 3,778 shares; 2026Q1: 3,780 shares; 2026Q2: 3,781 shares 3,781 $292K 0.1% +1 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: 924 shares; 2024Q4: 878 shares; 2025Q1: 846 shares; 2025Q2: 792 shares; 2025Q3: 652 shares; 2025Q4: 687 shares; 2026Q1: 617 shares; 2026Q2: 685 shares 685 $288K 0.1% +68 Timeline VEGI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,572 shares; 2025Q4: 7,209 shares; 2026Q1: 6,495 shares; 2026Q2: 6,508 shares 6,508 $287K 0.1% +13 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,105 shares; 2024Q4: 3,645 shares; 2025Q1: 3,485 shares; 2025Q2: 3,485 shares; 2025Q3: 3,285 shares; 2025Q4: 2,837 shares; 2026Q1: 3,234 shares; 2026Q2: 3,077 shares 3,077 $282K 0.1% -157 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 259 shares; 2026Q2: 300 shares 300 $281K 0.1% +41 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: 9,320 shares; 2024Q4: 12,610 shares; 2025Q1: 13,304 shares; 2025Q2: 13,325 shares; 2025Q3: 12,958 shares; 2025Q4: 12,982 shares; 2026Q1: 12,929 shares; 2026Q2: 13,316 shares 13,316 $276K 0.1% +387 Timeline SPYG 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: 3,052 shares; 2025Q2: 2,637 shares; 2025Q3: 2,747 shares; 2025Q4: 2,787 shares; 2026Q1: 2,242 shares; 2026Q2: 2,242 shares 2,242 $267K 0.09% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,254 shares 2,254 $265K 0.09% new Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,767 shares; 2026Q2: 6,132 shares 6,132 $262K 0.09% +365 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: 497 shares; 2024Q4: 425 shares; 2025Q1: 400 shares; 2025Q2: 407 shares; 2025Q3: 445 shares; 2025Q4: 491 shares; 2026Q1: 508 shares; 2026Q2: 508 shares 508 $261K 0.09% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,260 shares; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,260 shares; 2026Q1: 1,260 shares; 2026Q2: 1,158 shares 1,158 $259K 0.09% -102 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,544 shares; 2024Q4: 12,144 shares; 2025Q1: 13,179 shares; 2025Q2: 12,873 shares; 2025Q3: 12,908 shares; 2025Q4: 13,031 shares; 2026Q1: 12,182 shares; 2026Q2: 9,585 shares 9,585 $254K 0.09% -2,597 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: 592 shares; 2024Q4: 592 shares; 2025Q1: 592 shares; 2025Q2: 592 shares; 2025Q3: 559 shares; 2025Q4: 559 shares; 2026Q1: 487 shares; 2026Q2: 2,923 shares 2,923 $252K 0.09% +2,436 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,087 shares 2,087 $245K 0.09% -113 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: 909 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,056 shares; 2026Q1: 807 shares; 2026Q2: 807 shares 807 $243K 0.08% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,499 shares; 2024Q4: 14,623 shares; 2025Q1: 14,574 shares; 2025Q2: 14,747 shares; 2025Q3: 14,936 shares; 2025Q4: 14,039 shares; 2026Q1: 11,564 shares; 2026Q2: 12,888 shares 12,888 $239K 0.08% +1,324 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,850 shares 2,850 $239K 0.08% new 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: 2,013 shares; 2024Q4: 1,628 shares; 2025Q1: 1,639 shares; 2025Q2: 1,645 shares; 2025Q3: 1,657 shares; 2025Q4: 1,507 shares; 2026Q1: 1,744 shares; 2026Q2: 1,748 shares 1,748 $237K 0.08% +4 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: 360 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 274 shares; 2025Q3: 274 shares; 2025Q4: not reported; 2026Q1: 384 shares; 2026Q2: 417 shares 417 $235K 0.08% +33 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,253 shares; 2026Q2: 4,359 shares 4,359 $232K 0.08% +106 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: 895 shares; 2024Q4: 871 shares; 2025Q1: 871 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 719 shares; 2026Q1: 709 shares; 2026Q2: 709 shares 709 $222K 0.08% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,228 shares; 2025Q4: 1,198 shares; 2026Q1: 1,168 shares; 2026Q2: 1,168 shares 1,168 $222K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,378 shares; 2026Q2: 1,378 shares 1,378 $216K 0.08% 0 Timeline PFXF 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: 11,803 shares; 2024Q4: 12,130 shares; 2025Q1: 12,433 shares; 2025Q2: 10,791 shares; 2025Q3: 11,759 shares; 2025Q4: 11,461 shares; 2026Q1: 11,852 shares; 2026Q2: 11,945 shares 11,945 $213K 0.07% +93 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,549 shares 1,549 $212K 0.07% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,409 shares; 2024Q4: 1,200 shares; 2025Q1: 1,189 shares; 2025Q2: 1,189 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 609 shares 609 $209K 0.07% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 345 shares 345 $201K 0.07% new Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,744 shares; 2026Q2: 3,748 shares 3,748 $201K 0.07% +4 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,414 shares; 2024Q4: 15,186 shares; 2025Q1: 15,371 shares; 2025Q2: 15,583 shares; 2025Q3: 15,997 shares; 2025Q4: 16,335 shares; 2026Q1: 17,876 shares; 2026Q2: 18,070 shares 18,070 $197K 0.07% +194 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,623 shares; 2025Q2: 11,737 shares; 2025Q3: 11,859 shares; 2025Q4: 12,428 shares; 2026Q1: 13,009 shares; 2026Q2: 13,008 shares 13,008 $168K 0.06% -1 Timeline PFD FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,426 shares; 2025Q2: 12,426 shares; 2025Q3: 13,260 shares; 2025Q4: 13,260 shares; 2026Q1: 13,683 shares; 2026Q2: 13,683 shares 13,683 $159K 0.06% 0 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL 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: 17,078 shares 17,078 $149K 0.05% 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: 18,757 shares; 2024Q4: 17,949 shares; 2025Q1: 17,093 shares; 2025Q2: 17,089 shares; 2025Q3: 17,089 shares; 2025Q4: 17,334 shares; 2026Q1: 17,830 shares; 2026Q2: 17,645 shares 17,645 $142K 0.05% -185 Timeline HYLN HYLIION HOLDINGS CORP More: the full row for HYLIION HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,336 shares; 2025Q3: 20,006 shares; 2025Q4: 20,006 shares; 2026Q1: 20,006 shares; 2026Q2: 20,005 shares 20,005 $104K 0.04% -1 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,999 shares; 2025Q3: 22,166 shares; 2025Q4: 28,166 shares; 2026Q1: 28,166 shares; 2026Q2: 30,000 shares 30,000 $81.3K 0.03% +1,834 Timeline INVZ INNOVIZ TECHNOLOGIES LTD More: the full row for INNOVIZ TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,105 shares; 2025Q3: 23,124 shares; 2025Q4: 30,124 shares; 2026Q1: 34,356 shares; 2026Q2: 50,105 shares 50,105 $38.1K 0.01% +15,749 Timeline MVIS MICROVISION INC DEL More: the full row for MICROVISION 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: not reported; 2026Q1: not reported; 2026Q2: 90,219 shares 90,219 $29.5K 0.01% new Timeline