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: 274,782 shares; 2024Q4: 276,570 shares; 2025Q1: 282,326 shares; 2025Q2: 290,035 shares; 2025Q3: 276,325 shares; 2025Q4: 273,889 shares; 2026Q1: 280,108 shares; 2026Q2: 280,356 shares 280,356 $209M 31.56% +248 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 916,985 shares; 2024Q4: 969,817 shares; 2025Q1: 1,011,445 shares; 2025Q2: 867,313 shares; 2025Q3: 1,012,321 shares; 2025Q4: 1,031,913 shares; 2026Q1: 1,102,510 shares; 2026Q2: 1,202,506 shares 1,202,506 $88.3M 13.31% +99,996 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: 65,854 shares; 2024Q4: 71,190 shares; 2025Q1: 73,802 shares; 2025Q2: 65,831 shares; 2025Q3: 69,790 shares; 2025Q4: 71,544 shares; 2026Q1: 95,698 shares; 2026Q2: 101,140 shares 101,140 $74.5M 11.23% +5,442 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: 623,498 shares; 2024Q4: 623,479 shares; 2025Q1: 573,573 shares; 2025Q2: 479,014 shares; 2025Q3: 482,295 shares; 2025Q4: 486,488 shares; 2026Q1: 499,414 shares; 2026Q2: 518,409 shares 518,409 $50.1M 7.55% +18,995 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: 356,962 shares; 2024Q4: 365,491 shares; 2025Q1: 373,363 shares; 2025Q2: 282,011 shares; 2025Q3: 322,011 shares; 2025Q4: 323,341 shares; 2026Q1: 335,776 shares; 2026Q2: 360,601 shares 360,601 $29.8M 4.49% +24,825 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: 203,555 shares; 2024Q4: 220,432 shares; 2025Q1: 223,416 shares; 2025Q2: 191,275 shares; 2025Q3: 192,945 shares; 2025Q4: 191,421 shares; 2026Q1: 189,823 shares; 2026Q2: 182,780 shares 182,780 $28.9M 4.35% -7,043 Timeline BIL 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: 258,038 shares; 2024Q4: 267,901 shares; 2025Q1: 271,139 shares; 2025Q2: 136,913 shares; 2025Q3: 165,914 shares; 2025Q4: 162,908 shares; 2026Q1: 161,168 shares; 2026Q2: 156,775 shares 156,775 $14.4M 2.17% -4,393 Timeline SGOV 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: 87,415 shares; 2025Q4: 99,788 shares; 2026Q1: 114,652 shares; 2026Q2: 136,912 shares 136,912 $13.8M 2.08% +22,260 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,594 shares; 2024Q4: 186,728 shares; 2025Q1: 160,294 shares; 2025Q2: 200,187 shares; 2025Q3: 187,347 shares; 2025Q4: 187,244 shares; 2026Q1: 188,543 shares; 2026Q2: 175,507 shares 175,507 $13.5M 2.03% -13,036 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: 146,013 shares; 2024Q4: 537,976 shares; 2025Q1: 599,235 shares; 2025Q2: 638,509 shares; 2025Q3: 511,618 shares; 2025Q4: 498,098 shares; 2026Q1: 477,555 shares; 2026Q2: 413,829 shares 413,829 $13.1M 1.98% -63,726 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: 76,760 shares; 2024Q4: 62,340 shares; 2025Q1: 52,993 shares; 2025Q2: 52,042 shares; 2025Q3: 45,681 shares; 2025Q4: 45,783 shares; 2026Q1: 44,616 shares; 2026Q2: 32,322 shares 32,322 $12M 1.8% -12,294 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: 19,234 shares; 2024Q4: 19,234 shares; 2025Q1: 19,234 shares; 2025Q2: 19,234 shares; 2025Q3: 19,234 shares; 2025Q4: 19,234 shares; 2026Q1: 19,234 shares; 2026Q2: 19,234 shares 19,234 $7.88M 1.19% 0 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: 390 shares; 2024Q4: 390 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,165 shares; 2025Q4: 6,637 shares; 2026Q1: 12,847 shares; 2026Q2: 31,546 shares 31,546 $6.87M 1.04% +18,699 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 84,750 shares; 2025Q1: 200,662 shares; 2025Q2: 223,924 shares; 2025Q3: 263,178 shares; 2025Q4: 263,003 shares; 2026Q1: 262,282 shares; 2026Q2: 225,004 shares 225,004 $6.75M 1.02% -37,278 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: 1,719 shares; 2024Q4: 1,719 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,064 shares; 2025Q4: 29,076 shares; 2026Q1: 62,320 shares; 2026Q2: 83,312 shares 83,312 $6.58M 0.99% +20,992 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: 86,969 shares; 2024Q4: 101,918 shares; 2025Q1: 101,879 shares; 2025Q2: 94,851 shares; 2025Q3: 95,011 shares; 2025Q4: 85,672 shares; 2026Q1: 88,851 shares; 2026Q2: 84,448 shares 84,448 $6.38M 0.96% -4,403 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: 143,478 shares; 2024Q4: 283,052 shares; 2025Q1: 264,137 shares; 2025Q2: 184,122 shares; 2025Q3: 183,398 shares; 2025Q4: 190,864 shares; 2026Q1: 190,825 shares; 2026Q2: 190,825 shares 190,825 $5.29M 0.8% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,219 shares; 2024Q4: 38,135 shares; 2025Q1: 38,204 shares; 2025Q2: 24,264 shares; 2025Q3: 17,000 shares; 2025Q4: 16,639 shares; 2026Q1: 17,312 shares; 2026Q2: 16,713 shares 16,713 $4.84M 0.73% -599 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,897 shares; 2024Q4: 54,683 shares; 2025Q1: 54,683 shares; 2025Q2: 54,683 shares; 2025Q3: 53,391 shares; 2025Q4: 53,391 shares; 2026Q1: 53,391 shares; 2026Q2: 45,136 shares 45,136 $4.66M 0.7% -8,255 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: 121,186 shares; 2024Q4: 349,498 shares; 2025Q1: 353,904 shares; 2025Q2: 152,802 shares; 2025Q3: 146,703 shares; 2025Q4: 144,753 shares; 2026Q1: 142,872 shares; 2026Q2: 133,524 shares 133,524 $3.93M 0.59% -9,348 Timeline SCHG 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: 92,201 shares; 2025Q3: 92,195 shares; 2025Q4: 92,208 shares; 2026Q1: 92,279 shares; 2026Q2: 92,274 shares 92,274 $3.12M 0.47% -5 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: 231,541 shares; 2024Q4: 267,986 shares; 2025Q1: 261,724 shares; 2025Q2: 223,781 shares; 2025Q3: 179,695 shares; 2025Q4: 173,384 shares; 2026Q1: 49,705 shares; 2026Q2: 32,209 shares 32,209 $3.11M 0.47% -17,496 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,921 shares; 2024Q4: 28,721 shares; 2025Q1: 28,721 shares; 2025Q2: 29,089 shares; 2025Q3: 29,095 shares; 2025Q4: 29,089 shares; 2026Q1: 39,097 shares; 2026Q2: 35,499 shares 35,499 $3.09M 0.47% -3,598 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: 20,891 shares; 2024Q4: 19,957 shares; 2025Q1: 18,667 shares; 2025Q2: 10,864 shares; 2025Q3: 10,728 shares; 2025Q4: 10,676 shares; 2026Q1: 11,183 shares; 2026Q2: 9,982 shares 9,982 $3M 0.45% -1,201 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,907 shares; 2026Q2: 43,657 shares 43,657 $2.22M 0.34% -4,250 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: 50,269 shares; 2024Q4: 52,469 shares; 2025Q1: 46,726 shares; 2025Q2: 21,807 shares; 2025Q3: 21,646 shares; 2025Q4: 21,727 shares; 2026Q1: 21,439 shares; 2026Q2: 21,399 shares 21,399 $2.12M 0.32% -40 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,903 shares; 2025Q3: 5,903 shares; 2025Q4: 6,445 shares; 2026Q1: 6,445 shares; 2026Q2: 24,299 shares 24,299 $2.06M 0.31% +17,854 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: 380 shares; 2024Q4: 3,232 shares; 2025Q1: 3,232 shares; 2025Q2: 3,414 shares; 2025Q3: 3,202 shares; 2025Q4: 3,148 shares; 2026Q1: 3,147 shares; 2026Q2: 2,935 shares 2,935 $2.02M 0.3% -212 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,130 shares; 2025Q4: 4,919 shares; 2026Q1: 8,134 shares; 2026Q2: 24,776 shares 24,776 $1.97M 0.3% +16,642 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: 3,823 shares; 2024Q4: 3,813 shares; 2025Q1: 4,082 shares; 2025Q2: 3,059 shares; 2025Q3: 3,185 shares; 2025Q4: 4,091 shares; 2026Q1: 4,426 shares; 2026Q2: 4,366 shares 4,366 $1.84M 0.28% -60 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: not reported; 2024Q4: not reported; 2025Q1: 13,610 shares; 2025Q2: 13,610 shares; 2025Q3: 13,610 shares; 2025Q4: 13,610 shares; 2026Q1: 13,610 shares; 2026Q2: 13,610 shares 13,610 $1.74M 0.26% 0 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: 6,373 shares; 2024Q4: 6,295 shares; 2025Q1: 6,297 shares; 2025Q2: 4,516 shares; 2025Q3: 4,329 shares; 2025Q4: 4,104 shares; 2026Q1: 4,351 shares; 2026Q2: 4,358 shares 4,358 $1.63M 0.25% +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: 7,833 shares; 2024Q4: 7,618 shares; 2025Q1: 7,367 shares; 2025Q2: 3,342 shares; 2025Q3: 3,342 shares; 2025Q4: 3,271 shares; 2026Q1: 3,242 shares; 2026Q2: 12,240 shares 12,240 $1.52M 0.23% +8,998 Timeline FNDF 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: 5,154 shares; 2025Q1: 31,335 shares; 2025Q2: 28,674 shares; 2025Q3: 28,674 shares; 2025Q4: 28,136 shares; 2026Q1: 28,136 shares; 2026Q2: 28,136 shares 28,136 $1.48M 0.22% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 854 shares; 2024Q4: 854 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,854 shares; 2026Q2: 40,854 shares 40,854 $1.42M 0.21% +25,000 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: 7,354 shares; 2024Q4: 7,354 shares; 2025Q1: 7,354 shares; 2025Q2: 5,962 shares; 2025Q3: 5,962 shares; 2025Q4: 8,311 shares; 2026Q1: 8,311 shares; 2026Q2: 8,311 shares 8,311 $1.37M 0.21% 0 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: 6,607 shares; 2024Q4: 6,498 shares; 2025Q1: 6,498 shares; 2025Q2: 6,251 shares; 2025Q3: 5,676 shares; 2025Q4: 5,002 shares; 2026Q1: 6,099 shares; 2026Q2: 6,099 shares 6,099 $1.22M 0.18% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,401 shares; 2024Q4: 6,339 shares; 2025Q1: 6,339 shares; 2025Q2: 5,998 shares; 2025Q3: 5,060 shares; 2025Q4: 4,886 shares; 2026Q1: 5,044 shares; 2026Q2: 5,044 shares 5,044 $1.2M 0.18% 0 Timeline VGIT 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: 25,865 shares; 2024Q4: 25,865 shares; 2025Q1: 15,823 shares; 2025Q2: 6,964 shares; 2025Q3: 11,109 shares; 2025Q4: 10,350 shares; 2026Q1: 11,769 shares; 2026Q2: 19,686 shares 19,686 $1.16M 0.18% +7,917 Timeline SCHO 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: 25,266 shares; 2025Q1: 27,871 shares; 2025Q2: 33,269 shares; 2025Q3: 43,632 shares; 2025Q4: 43,961 shares; 2026Q1: 43,961 shares; 2026Q2: 46,922 shares 46,922 $1.13M 0.17% +2,961 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: 3,100 shares; 2024Q4: 3,097 shares; 2025Q1: 3,097 shares; 2025Q2: 3,021 shares; 2025Q3: 3,088 shares; 2025Q4: 3,022 shares; 2026Q1: 3,057 shares; 2026Q2: 3,057 shares 3,057 $1.05M 0.16% 0 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: 17,379 shares; 2024Q4: 50,201 shares; 2025Q1: 50,253 shares; 2025Q2: 29,725 shares; 2025Q3: 29,725 shares; 2025Q4: 29,725 shares; 2026Q1: 29,725 shares; 2026Q2: 29,725 shares 29,725 $1.03M 0.16% 0 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: 14,575 shares; 2024Q4: 13,950 shares; 2025Q1: 13,103 shares; 2025Q2: 13,103 shares; 2025Q3: 11,560 shares; 2025Q4: 10,253 shares; 2026Q1: 9,040 shares; 2026Q2: 4,687 shares 4,687 $997K 0.15% -4,353 Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS 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: 143,000 shares; 2026Q2: 430,000 shares 430,000 $985K 0.15% +287,000 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,103 shares; 2024Q4: 11,340 shares; 2025Q1: 11,340 shares; 2025Q2: 11,340 shares; 2025Q3: 11,340 shares; 2025Q4: 11,392 shares; 2026Q1: 11,441 shares; 2026Q2: 11,441 shares 11,441 $891K 0.13% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,773 shares; 2024Q4: 1,758 shares; 2025Q1: 1,758 shares; 2025Q2: 1,295 shares; 2025Q3: 1,024 shares; 2025Q4: 990 shares; 2026Q1: 982 shares; 2026Q2: 943 shares 943 $882K 0.13% -39 Timeline PACS PACS GROUP INC More: the full row for PACS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,560 shares; 2024Q4: 20,560 shares; 2025Q1: 20,560 shares; 2025Q2: 20,560 shares; 2025Q3: 20,560 shares; 2025Q4: 20,560 shares; 2026Q1: 20,560 shares; 2026Q2: 20,560 shares 20,560 $877K 0.13% 0 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: 1,454 shares; 2024Q4: 1,461 shares; 2025Q1: 1,462 shares; 2025Q2: 1,402 shares; 2025Q3: 1,542 shares; 2025Q4: 1,502 shares; 2026Q1: 1,527 shares; 2026Q2: 1,527 shares 1,527 $860K 0.13% 0 Timeline SCHP 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: 146,041 shares; 2024Q4: 211,495 shares; 2025Q1: 178,274 shares; 2025Q2: 63,879 shares; 2025Q3: 51,343 shares; 2025Q4: 51,343 shares; 2026Q1: 34,135 shares; 2026Q2: 31,058 shares 31,058 $823K 0.12% -3,077 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: 22,489 shares; 2024Q4: 62,170 shares; 2025Q1: 61,394 shares; 2025Q2: 28,500 shares; 2025Q3: 27,000 shares; 2025Q4: 27,000 shares; 2026Q1: 27,000 shares; 2026Q2: 26,829 shares 26,829 $777K 0.12% -171 Timeline SCHH 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: 124,294 shares; 2024Q4: 124,294 shares; 2025Q1: 124,294 shares; 2025Q2: 118,138 shares; 2025Q3: 99,916 shares; 2025Q4: 99,916 shares; 2026Q1: 91,104 shares; 2026Q2: 29,511 shares 29,511 $699K 0.11% -61,593 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: 1,627 shares; 2024Q4: 5,423 shares; 2025Q1: 5,165 shares; 2025Q2: 4,512 shares; 2025Q3: 4,086 shares; 2025Q4: 4,086 shares; 2026Q1: 6,606 shares; 2026Q2: 6,546 shares 6,546 $680K 0.1% -60 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: 1,978 shares; 2024Q4: 1,914 shares; 2025Q1: 1,789 shares; 2025Q2: 1,660 shares; 2025Q3: 1,841 shares; 2025Q4: 1,606 shares; 2026Q1: 1,853 shares; 2026Q2: 1,853 shares 1,853 $662K 0.1% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,443 shares; 2024Q4: 2,443 shares; 2025Q1: 2,443 shares; 2025Q2: 2,443 shares; 2025Q3: 2,443 shares; 2025Q4: 2,443 shares; 2026Q1: 2,461 shares; 2026Q2: 2,461 shares 2,461 $615K 0.09% 0 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: 6,097 shares; 2024Q4: 5,418 shares; 2025Q1: 5,418 shares; 2025Q2: 5,328 shares; 2025Q3: 5,349 shares; 2025Q4: 5,328 shares; 2026Q1: 5,449 shares; 2026Q2: 5,260 shares 5,260 $596K 0.09% -189 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: 605 shares; 2024Q4: 588 shares; 2025Q1: 587 shares; 2025Q2: 587 shares; 2025Q3: 642 shares; 2025Q4: 444 shares; 2026Q1: 476 shares; 2026Q2: 475 shares 475 $570K 0.09% -1 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,617 shares; 2024Q4: 28,213 shares; 2025Q1: 23,797 shares; 2025Q2: 10,189 shares; 2025Q3: 9,828 shares; 2025Q4: 9,828 shares; 2026Q1: 9,828 shares; 2026Q2: 9,828 shares 9,828 $566K 0.09% 0 Timeline SCHI 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: 17,898 shares; 2024Q4: 36,385 shares; 2025Q1: 36,388 shares; 2025Q2: 24,761 shares; 2025Q3: 24,490 shares; 2025Q4: 24,490 shares; 2026Q1: 24,490 shares; 2026Q2: 24,119 shares 24,119 $546K 0.08% -371 Timeline SCHR 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: 17,969 shares; 2025Q4: 17,969 shares; 2026Q1: 17,969 shares; 2026Q2: 17,969 shares 17,969 $443K 0.07% 0 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: 1,268 shares; 2024Q4: 1,220 shares; 2025Q1: 1,220 shares; 2025Q2: 1,202 shares; 2025Q3: 1,225 shares; 2025Q4: 1,202 shares; 2026Q1: 1,212 shares; 2026Q2: 1,212 shares 1,212 $413K 0.06% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS 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: 53,000 shares; 2026Q2: 30,000 shares 30,000 $404K 0.06% -23,000 Timeline VGSH 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: 3,673 shares; 2025Q4: not reported; 2026Q1: 5,185 shares; 2026Q2: 6,850 shares 6,850 $399K 0.06% +1,665 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $394K 0.06% new 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: 1,375 shares; 2024Q4: 1,332 shares; 2025Q1: 1,332 shares; 2025Q2: 1,129 shares; 2025Q3: 1,129 shares; 2025Q4: 1,129 shares; 2026Q1: 1,147 shares; 2026Q2: 1,143 shares 1,143 $387K 0.06% -4 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: 2,034 shares; 2024Q4: 2,014 shares; 2025Q1: 2,014 shares; 2025Q2: 1,990 shares; 2025Q3: 1,999 shares; 2025Q4: 1,990 shares; 2026Q1: 2,010 shares; 2026Q2: 2,010 shares 2,010 $381K 0.06% 0 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS 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: 20,000 shares 20,000 $363K 0.05% 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: 17,079 shares; 2024Q4: 17,157 shares; 2025Q1: 16,281 shares; 2025Q2: 8,032 shares; 2025Q3: 5,302 shares; 2025Q4: 5,303 shares; 2026Q1: 5,236 shares; 2026Q2: 5,128 shares 5,128 $356K 0.05% -108 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $353K 0.05% 0 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: 674 shares; 2024Q4: 654 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 835 shares; 2025Q4: 635 shares; 2026Q1: 925 shares; 2026Q2: 925 shares 925 $350K 0.05% 0 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: 2,209 shares; 2024Q4: 2,209 shares; 2025Q1: 2,209 shares; 2025Q2: 2,209 shares; 2025Q3: 2,209 shares; 2025Q4: 2,209 shares; 2026Q1: 2,209 shares; 2026Q2: 2,209 shares 2,209 $345K 0.05% 0 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: 2,099 shares; 2024Q4: 2,099 shares; 2025Q1: 2,099 shares; 2025Q2: 2,099 shares; 2025Q3: 2,099 shares; 2025Q4: 2,099 shares; 2026Q1: 2,099 shares; 2026Q2: 2,099 shares 2,099 $343K 0.05% 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: 2,987 shares; 2024Q4: 2,987 shares; 2025Q1: 2,987 shares; 2025Q2: 2,073 shares; 2025Q3: 2,073 shares; 2025Q4: 2,073 shares; 2026Q1: 2,073 shares; 2026Q2: 2,073 shares 2,073 $329K 0.05% 0 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: 3,148 shares; 2024Q4: 3,148 shares; 2025Q1: 3,148 shares; 2025Q2: 2,367 shares; 2025Q3: 2,367 shares; 2025Q4: 2,367 shares; 2026Q1: 2,367 shares; 2026Q2: 2,319 shares 2,319 $305K 0.05% -48 Timeline FMC FMC CORP More: the full row for FMC 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: 25,000 shares 25,000 $288K 0.04% new 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: 1,014 shares; 2024Q4: 1,008 shares; 2025Q1: 1,008 shares; 2025Q2: 993 shares; 2025Q3: 997 shares; 2025Q4: 993 shares; 2026Q1: 1,014 shares; 2026Q2: 1,014 shares 1,014 $285K 0.04% 0 Timeline PNTG PENNANT GROUP INC More: the full row for PENNANT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,575 shares; 2024Q4: 7,575 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,575 shares; 2026Q1: 7,575 shares; 2026Q2: 7,575 shares 7,575 $280K 0.04% 0 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: 552 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 496 shares; 2025Q3: 568 shares; 2025Q4: 521 shares; 2026Q1: 544 shares; 2026Q2: 539 shares 539 $277K 0.04% -5 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: 777 shares; 2024Q4: 713 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 827 shares; 2025Q4: 770 shares; 2026Q1: 860 shares; 2026Q2: 836 shares 836 $274K 0.04% -24 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: 896 shares; 2024Q4: 872 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 764 shares; 2026Q2: 764 shares 764 $270K 0.04% 0 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: 427 shares; 2024Q4: 401 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 462 shares 462 $268K 0.04% new Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,376 shares; 2024Q4: 10,376 shares; 2025Q1: 10,376 shares; 2025Q2: 6,578 shares; 2025Q3: 5,372 shares; 2025Q4: 5,372 shares; 2026Q1: 5,372 shares; 2026Q2: 5,372 shares 5,372 $267K 0.04% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195 shares; 2024Q4: 195 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 224 shares 224 $259K 0.04% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,111 shares; 2024Q4: 2,111 shares; 2025Q1: 2,111 shares; 2025Q2: not reported; 2025Q3: 1,940 shares; 2025Q4: 1,905 shares; 2026Q1: 1,905 shares; 2026Q2: 1,905 shares 1,905 $222K 0.03% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,085 shares; 2024Q4: 2,085 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,170 shares; 2026Q2: 4,170 shares 4,170 $221K 0.03% 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: 5 shares; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,755 shares; 2026Q2: 4,755 shares 4,755 $219K 0.03% 0 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: 311 shares; 2024Q4: 311 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 292 shares 292 $219K 0.03% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $211K 0.03% new Timeline TCV EA SERIES TRUST More: the full row for EA 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: 6,556 shares 6,556 $210K 0.03% new 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: 778 shares; 2024Q4: 772 shares; 2025Q1: 772 shares; 2025Q2: 760 shares; 2025Q3: 769 shares; 2025Q4: 760 shares; 2026Q1: 775 shares; 2026Q2: 753 shares 753 $204K 0.03% -22 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: not reported; 2024Q4: 6,933 shares; 2025Q1: 6,933 shares; 2025Q2: 6,933 shares; 2025Q3: 5,388 shares; 2025Q4: 5,388 shares; 2026Q1: 5,388 shares; 2026Q2: 4,612 shares 4,612 $203K 0.03% -776 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: 3,425 shares; 2024Q4: 3,434 shares; 2025Q1: 3,434 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,868 shares 1,868 $201K 0.03% new Timeline ANGX ANGEL STUDIOS INC. More: the full row for ANGEL STUDIOS 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: 39,148 shares; 2025Q4: 40,218 shares; 2026Q1: 40,218 shares; 2026Q2: 40,218 shares 40,218 $148K 0.02% 0 Timeline