IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,202 shares; 2024Q4: 78,469 shares; 2025Q1: 75,326 shares; 2025Q2: 37,743 shares; 2025Q3: 41,558 shares; 2025Q4: 45,388 shares; 2026Q1: 61,703 shares; 2026Q2: 111,568 shares 111,568 $83.6M 12.42% +49,865 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: 708,357 shares; 2024Q4: 655,976 shares; 2025Q1: 606,228 shares; 2025Q2: 517,087 shares; 2025Q3: 491,744 shares; 2025Q4: 532,381 shares; 2026Q1: 553,788 shares; 2026Q2: 735,092 shares 735,092 $33.9M 5.04% +181,304 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,442 shares; 2024Q4: 184,477 shares; 2025Q1: 194,961 shares; 2025Q2: 179,732 shares; 2025Q3: 188,352 shares; 2025Q4: 206,828 shares; 2026Q1: 224,526 shares; 2026Q2: 233,600 shares 233,600 $32.1M 4.77% +9,074 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 296,026 shares; 2024Q4: 312,787 shares; 2025Q1: 332,902 shares; 2025Q2: 322,722 shares; 2025Q3: 395,485 shares; 2025Q4: 454,681 shares; 2026Q1: 430,151 shares; 2026Q2: 447,980 shares 447,980 $30.5M 4.53% +17,829 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,047 shares; 2024Q4: 45,494 shares; 2025Q1: 67,267 shares; 2025Q2: 77,438 shares; 2025Q3: 86,491 shares; 2025Q4: 140,243 shares; 2026Q1: 144,883 shares; 2026Q2: 118,225 shares 118,225 $26.8M 3.99% -26,658 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,029 shares; 2024Q4: 60,263 shares; 2025Q1: 102,954 shares; 2025Q2: 207,243 shares; 2025Q3: 234,946 shares; 2025Q4: 327,080 shares; 2026Q1: 330,707 shares; 2026Q2: 213,523 shares 213,523 $17.7M 2.63% -117,184 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 646,318 shares; 2024Q4: 605,945 shares; 2025Q1: 582,133 shares; 2025Q2: 458,915 shares; 2025Q3: 441,706 shares; 2025Q4: 450,289 shares; 2026Q1: 451,484 shares; 2026Q2: 452,976 shares 452,976 $17.3M 2.57% +1,492 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,485 shares; 2025Q3: 280,039 shares; 2025Q4: 321,754 shares; 2026Q1: 356,430 shares; 2026Q2: 326,469 shares 326,469 $17.2M 2.56% -29,961 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,927 shares; 2024Q4: 123,891 shares; 2025Q1: 74,358 shares; 2025Q2: 70,624 shares; 2025Q3: 12,666 shares; 2025Q4: not reported; 2026Q1: 110,422 shares; 2026Q2: 117,818 shares 117,818 $14.7M 2.18% +7,396 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,463 shares; 2024Q4: 6,004 shares; 2025Q1: 6,573 shares; 2025Q2: 6,725 shares; 2025Q3: 6,511 shares; 2025Q4: 6,032 shares; 2026Q1: 117,505 shares; 2026Q2: 165,376 shares 165,376 $14.5M 2.16% +47,871 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,146 shares; 2024Q4: 156,699 shares; 2025Q1: 162,685 shares; 2025Q2: 129,846 shares; 2025Q3: 133,892 shares; 2025Q4: 133,271 shares; 2026Q1: 141,683 shares; 2026Q2: 155,402 shares 155,402 $14.3M 2.13% +13,719 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,164 shares; 2025Q1: 22,818 shares; 2025Q2: 22,375 shares; 2025Q3: 24,288 shares; 2025Q4: 40,342 shares; 2026Q1: 46,025 shares; 2026Q2: 39,099 shares 39,099 $13.4M 1.99% -6,926 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 288,757 shares 288,757 $10.6M 1.57% new Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 194,419 shares; 2026Q2: 209,573 shares 209,573 $10.6M 1.57% +15,154 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255,288 shares; 2024Q4: 240,343 shares; 2025Q1: 224,046 shares; 2025Q2: 193,416 shares; 2025Q3: 193,539 shares; 2025Q4: 197,681 shares; 2026Q1: 199,934 shares; 2026Q2: 200,796 shares 200,796 $10M 1.49% +862 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,800 shares; 2024Q4: 225,567 shares; 2025Q1: 281,361 shares; 2025Q2: 224,467 shares; 2025Q3: 236,895 shares; 2025Q4: 271,010 shares; 2026Q1: 302,122 shares; 2026Q2: 353,346 shares 353,346 $9.37M 1.39% +51,224 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 251,872 shares; 2026Q2: 285,074 shares 285,074 $9.06M 1.35% +33,202 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 221,113 shares; 2025Q3: 244,462 shares; 2025Q4: 278,762 shares; 2026Q1: 305,939 shares; 2026Q2: 209,686 shares 209,686 $9.04M 1.34% -96,253 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,553 shares; 2024Q4: 238,146 shares; 2025Q1: 211,437 shares; 2025Q2: 295,215 shares; 2025Q3: 280,668 shares; 2025Q4: 276,503 shares; 2026Q1: 286,610 shares; 2026Q2: 117,311 shares 117,311 $8.98M 1.33% -169,299 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 469,149 shares; 2024Q4: 431,197 shares; 2025Q1: 419,334 shares; 2025Q2: 367,148 shares; 2025Q3: 331,634 shares; 2025Q4: 338,696 shares; 2026Q1: 343,996 shares; 2026Q2: 348,665 shares 348,665 $8.29M 1.23% +4,669 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,824 shares; 2024Q4: 85,461 shares; 2025Q1: 74,786 shares; 2025Q2: 66,503 shares; 2025Q3: 70,427 shares; 2025Q4: 80,149 shares; 2026Q1: 82,444 shares; 2026Q2: 86,816 shares 86,816 $8.21M 1.22% +4,372 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,318 shares; 2025Q2: 56,836 shares; 2025Q3: 73,560 shares; 2025Q4: 86,070 shares; 2026Q1: 89,763 shares; 2026Q2: 77,515 shares 77,515 $7.78M 1.16% -12,248 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,819 shares; 2024Q4: 57,568 shares; 2025Q1: 46,610 shares; 2025Q2: 40,979 shares; 2025Q3: 39,654 shares; 2025Q4: 45,959 shares; 2026Q1: 322,741 shares; 2026Q2: 338,975 shares 338,975 $7.72M 1.15% +16,234 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,429 shares; 2024Q4: 35,357 shares; 2025Q1: 33,173 shares; 2025Q2: 25,381 shares; 2025Q3: 24,278 shares; 2025Q4: 23,996 shares; 2026Q1: 24,092 shares; 2026Q2: 24,286 shares 24,286 $6.95M 1.03% +194 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 370,875 shares; 2024Q4: 329,570 shares; 2025Q1: 334,152 shares; 2025Q2: 298,628 shares; 2025Q3: 297,870 shares; 2025Q4: 251,580 shares; 2026Q1: 269,807 shares; 2026Q2: 264,698 shares 264,698 $6.76M 1% -5,109 Timeline SPTM 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: 112,607 shares; 2024Q4: 103,762 shares; 2025Q1: 101,000 shares; 2025Q2: 88,357 shares; 2025Q3: 85,909 shares; 2025Q4: 78,170 shares; 2026Q1: 74,079 shares; 2026Q2: 71,053 shares 71,053 $6.45M 0.96% -3,026 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,628 shares; 2024Q4: 116,844 shares; 2025Q1: 122,778 shares; 2025Q2: 122,806 shares; 2025Q3: 121,178 shares; 2025Q4: 125,801 shares; 2026Q1: 94,797 shares; 2026Q2: 93,467 shares 93,467 $6.41M 0.95% -1,330 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: 30,892 shares; 2024Q4: 32,463 shares; 2025Q1: 35,302 shares; 2025Q2: 19,844 shares; 2025Q3: 18,597 shares; 2025Q4: 18,586 shares; 2026Q1: 19,522 shares; 2026Q2: 20,575 shares 20,575 $5.95M 0.88% +1,053 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 209,742 shares 209,742 $5.88M 0.87% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,607 shares; 2024Q4: 116,694 shares; 2025Q1: 146,216 shares; 2025Q2: 137,958 shares; 2025Q3: 134,468 shares; 2025Q4: 134,320 shares; 2026Q1: 123,984 shares; 2026Q2: 81,981 shares 81,981 $5.84M 0.87% -42,003 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: 26,009 shares; 2024Q4: 27,704 shares; 2025Q1: 29,326 shares; 2025Q2: 20,595 shares; 2025Q3: 19,565 shares; 2025Q4: 20,332 shares; 2026Q1: 24,524 shares; 2026Q2: 27,633 shares 27,633 $5.53M 0.82% +3,109 Timeline QQQM 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: 25,365 shares; 2024Q4: 25,077 shares; 2025Q1: 17,722 shares; 2025Q2: 17,160 shares; 2025Q3: 16,714 shares; 2025Q4: 17,773 shares; 2026Q1: 19,044 shares; 2026Q2: 17,663 shares 17,663 $5.35M 0.8% -1,381 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: 65,424 shares; 2024Q4: 64,671 shares; 2025Q1: 51,520 shares; 2025Q2: 57,135 shares; 2025Q3: 53,517 shares; 2025Q4: 49,130 shares; 2026Q1: 36,182 shares; 2026Q2: 44,045 shares 44,045 $5.24M 0.78% +7,863 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: 23,406 shares; 2024Q4: 22,124 shares; 2025Q1: 19,876 shares; 2025Q2: 18,940 shares; 2025Q3: 18,576 shares; 2025Q4: 17,952 shares; 2026Q1: 16,018 shares; 2026Q2: 62,400 shares 62,400 $5.03M 0.75% +46,382 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 219,660 shares; 2025Q2: 168,819 shares; 2025Q3: 169,962 shares; 2025Q4: 156,887 shares; 2026Q1: 160,815 shares; 2026Q2: 163,445 shares 163,445 $5.01M 0.74% +2,630 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 95,094 shares 95,094 $4.78M 0.71% new Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,503 shares; 2024Q4: 110,382 shares; 2025Q1: 102,183 shares; 2025Q2: 81,922 shares; 2025Q3: 78,377 shares; 2025Q4: 79,893 shares; 2026Q1: 80,145 shares; 2026Q2: 80,575 shares 80,575 $4.66M 0.69% +430 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 151,581 shares; 2025Q1: 160,211 shares; 2025Q2: 129,815 shares; 2025Q3: 130,837 shares; 2025Q4: 138,395 shares; 2026Q1: 137,113 shares; 2026Q2: 137,699 shares 137,699 $4.53M 0.67% +586 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,560 shares; 2024Q4: 135,786 shares; 2025Q1: 131,113 shares; 2025Q2: 107,204 shares; 2025Q3: 107,063 shares; 2025Q4: 97,762 shares; 2026Q1: 89,372 shares; 2026Q2: 85,711 shares 85,711 $4.32M 0.64% -3,661 Timeline FDLS NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,989 shares; 2024Q4: 186,062 shares; 2025Q1: 171,510 shares; 2025Q2: 108,210 shares; 2025Q3: 102,055 shares; 2025Q4: 102,458 shares; 2026Q1: 102,134 shares; 2026Q2: 102,053 shares 102,053 $4.31M 0.64% -81 Timeline RWL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,505 shares; 2026Q2: 33,492 shares 33,492 $4.28M 0.64% -13 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,647 shares; 2024Q4: 188,089 shares; 2025Q1: 160,166 shares; 2025Q2: 148,347 shares; 2025Q3: 149,223 shares; 2025Q4: 151,669 shares; 2026Q1: 70,669 shares; 2026Q2: 68,791 shares 68,791 $4.18M 0.62% -1,878 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: 19,366 shares; 2024Q4: 20,808 shares; 2025Q1: 21,809 shares; 2025Q2: 13,885 shares; 2025Q3: 11,834 shares; 2025Q4: 11,379 shares; 2026Q1: 11,395 shares; 2026Q2: 11,578 shares 11,578 $4.14M 0.61% +183 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,627 shares; 2025Q3: 50,692 shares; 2025Q4: 62,538 shares; 2026Q1: 73,611 shares; 2026Q2: 80,934 shares 80,934 $4M 0.59% +7,323 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: 10,097 shares; 2024Q4: 11,660 shares; 2025Q1: 12,606 shares; 2025Q2: 9,629 shares; 2025Q3: 9,052 shares; 2025Q4: 9,086 shares; 2026Q1: 9,855 shares; 2026Q2: 10,690 shares 10,690 $3.99M 0.59% +835 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,064 shares; 2024Q4: 37,938 shares; 2025Q1: 34,270 shares; 2025Q2: 32,465 shares; 2025Q3: 31,710 shares; 2025Q4: 30,200 shares; 2026Q1: 26,503 shares; 2026Q2: 25,383 shares 25,383 $3.98M 0.59% -1,120 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: 12,622 shares; 2024Q4: 11,875 shares; 2025Q1: 10,431 shares; 2025Q2: 9,972 shares; 2025Q3: 9,633 shares; 2025Q4: 9,124 shares; 2026Q1: 8,100 shares; 2026Q2: 31,204 shares 31,204 $3.87M 0.58% +23,104 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,481 shares; 2024Q4: 67,885 shares; 2025Q1: 73,779 shares; 2025Q2: 58,317 shares; 2025Q3: 55,499 shares; 2025Q4: 65,686 shares; 2026Q1: 66,908 shares; 2026Q2: 70,788 shares 70,788 $3.72M 0.55% +3,880 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: 17,358 shares; 2024Q4: 16,420 shares; 2025Q1: 15,073 shares; 2025Q2: 14,764 shares; 2025Q3: 14,523 shares; 2025Q4: 13,967 shares; 2026Q1: 12,464 shares; 2026Q2: 11,555 shares 11,555 $3.5M 0.52% -909 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: 13,117 shares; 2024Q4: 12,553 shares; 2025Q1: 11,855 shares; 2025Q2: 11,757 shares; 2025Q3: 10,745 shares; 2025Q4: 5,768 shares; 2026Q1: 5,123 shares; 2026Q2: 5,024 shares 5,024 $3.45M 0.51% -99 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: 31,967 shares; 2024Q4: 30,418 shares; 2025Q1: 27,286 shares; 2025Q2: 26,092 shares; 2025Q3: 25,627 shares; 2025Q4: 24,628 shares; 2026Q1: 21,611 shares; 2026Q2: 20,952 shares 20,952 $3.31M 0.49% -659 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,304 shares; 2024Q4: 60,656 shares; 2025Q1: 64,086 shares; 2025Q2: 38,558 shares; 2025Q3: 31,117 shares; 2025Q4: 26,870 shares; 2026Q1: 28,570 shares; 2026Q2: 28,544 shares 28,544 $2.77M 0.41% -26 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: not reported; 2024Q4: 20,720 shares; 2025Q1: 46,700 shares; 2025Q2: 43,954 shares; 2025Q3: 54,613 shares; 2025Q4: 65,857 shares; 2026Q1: 33,102 shares; 2026Q2: 36,167 shares 36,167 $2.73M 0.41% +3,065 Timeline ESIM STRATEGY SHS More: the full row for STRATEGY SHS 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: 88,469 shares; 2026Q1: 89,225 shares; 2026Q2: 89,839 shares 89,839 $2.68M 0.4% +614 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,651 shares; 2024Q4: 44,639 shares; 2025Q1: 55,550 shares; 2025Q2: 32,392 shares; 2025Q3: 26,007 shares; 2025Q4: 20,171 shares; 2026Q1: 17,459 shares; 2026Q2: 16,905 shares 16,905 $2.6M 0.39% -554 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: 12,603 shares; 2024Q4: 13,782 shares; 2025Q1: 14,519 shares; 2025Q2: 8,714 shares; 2025Q3: 8,034 shares; 2025Q4: 8,357 shares; 2026Q1: 9,164 shares; 2026Q2: 10,254 shares 10,254 $2.44M 0.36% +1,090 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,180 shares; 2024Q4: 25,585 shares; 2025Q1: 30,176 shares; 2025Q2: 24,443 shares; 2025Q3: 22,825 shares; 2025Q4: 22,460 shares; 2026Q1: 24,173 shares; 2026Q2: 24,131 shares 24,131 $2.43M 0.36% -42 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: 1,504 shares; 2024Q4: 1,507 shares; 2025Q1: 1,604 shares; 2025Q2: 1,015 shares; 2025Q3: 3,193 shares; 2025Q4: 3,104 shares; 2026Q1: 1,008 shares; 2026Q2: 3,254 shares 3,254 $2.43M 0.36% +2,246 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,937 shares; 2024Q4: 42,725 shares; 2025Q1: 45,518 shares; 2025Q2: 38,490 shares; 2025Q3: 39,051 shares; 2025Q4: 47,946 shares; 2026Q1: 49,386 shares; 2026Q2: 52,534 shares 52,534 $2.4M 0.36% +3,148 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,139 shares; 2024Q4: 69,778 shares; 2025Q1: 68,415 shares; 2025Q2: 58,102 shares; 2025Q3: 56,920 shares; 2025Q4: 51,146 shares; 2026Q1: 48,191 shares; 2026Q2: 46,254 shares 46,254 $2.4M 0.36% -1,937 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: 5,120 shares; 2024Q4: 10,847 shares; 2025Q1: 5,826 shares; 2025Q2: 3,907 shares; 2025Q3: 3,673 shares; 2025Q4: 3,963 shares; 2026Q1: 4,375 shares; 2026Q2: 6,230 shares 6,230 $2.35M 0.35% +1,855 Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,711 shares; 2024Q4: 60,530 shares; 2025Q1: 67,860 shares; 2025Q2: 64,381 shares; 2025Q3: 67,115 shares; 2025Q4: 70,848 shares; 2026Q1: 66,610 shares; 2026Q2: 66,493 shares 66,493 $2.28M 0.34% -117 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,272 shares; 2024Q4: 47,257 shares; 2025Q1: 47,333 shares; 2025Q2: 121,674 shares; 2025Q3: 127,340 shares; 2025Q4: 135,929 shares; 2026Q1: 144,391 shares; 2026Q2: 43,736 shares 43,736 $2.21M 0.33% -100,655 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,362 shares; 2024Q4: 49,478 shares; 2025Q1: 54,835 shares; 2025Q2: 45,442 shares; 2025Q3: 39,884 shares; 2025Q4: 40,028 shares; 2026Q1: 40,111 shares; 2026Q2: 40,249 shares 40,249 $2.03M 0.3% +138 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,045 shares; 2024Q4: 42,723 shares; 2025Q1: 38,781 shares; 2025Q2: 32,714 shares; 2025Q3: 32,254 shares; 2025Q4: 29,600 shares; 2026Q1: 27,770 shares; 2026Q2: 27,006 shares 27,006 $2.03M 0.3% -764 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: 37,705 shares; 2024Q4: 35,892 shares; 2025Q1: 32,037 shares; 2025Q2: 30,672 shares; 2025Q3: 31,116 shares; 2025Q4: 29,855 shares; 2026Q1: 27,551 shares; 2026Q2: 26,492 shares 26,492 $1.94M 0.29% -1,059 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: 4,537 shares; 2024Q4: 5,443 shares; 2025Q1: 7,139 shares; 2025Q2: 4,059 shares; 2025Q3: 3,831 shares; 2025Q4: 3,623 shares; 2026Q1: 1,220 shares; 2026Q2: 21,699 shares 21,699 $1.87M 0.28% +20,479 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,304 shares; 2024Q4: 24,199 shares; 2025Q1: 24,500 shares; 2025Q2: 21,635 shares; 2025Q3: 21,535 shares; 2025Q4: 19,845 shares; 2026Q1: 20,009 shares; 2026Q2: 19,031 shares 19,031 $1.82M 0.27% -978 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,968 shares; 2024Q4: 32,039 shares; 2025Q1: 31,415 shares; 2025Q2: 26,661 shares; 2025Q3: 25,910 shares; 2025Q4: 23,773 shares; 2026Q1: 21,972 shares; 2026Q2: 21,256 shares 21,256 $1.74M 0.26% -716 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,402 shares; 2024Q4: 59,752 shares; 2025Q1: 52,671 shares; 2025Q2: 50,939 shares; 2025Q3: 47,587 shares; 2025Q4: 25,046 shares; 2026Q1: 23,140 shares; 2026Q2: 22,339 shares 22,339 $1.74M 0.26% -801 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 44,767 shares; 2025Q1: 35,684 shares; 2025Q2: 23,523 shares; 2025Q3: 20,132 shares; 2025Q4: 13,331 shares; 2026Q1: 10,742 shares; 2026Q2: 10,140 shares 10,140 $1.72M 0.26% -602 Timeline GOVI 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: 52,895 shares; 2024Q4: 58,130 shares; 2025Q1: 74,258 shares; 2025Q2: 78,395 shares; 2025Q3: 82,843 shares; 2025Q4: 49,766 shares; 2026Q1: not reported; 2026Q2: 61,869 shares 61,869 $1.68M 0.25% new Timeline GTO 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: 23,016 shares; 2024Q4: 24,037 shares; 2025Q1: 32,418 shares; 2025Q2: 32,882 shares; 2025Q3: 35,245 shares; 2025Q4: 33,872 shares; 2026Q1: 31,272 shares; 2026Q2: 35,698 shares 35,698 $1.67M 0.25% +4,426 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,544 shares; 2024Q4: 9,936 shares; 2025Q1: 9,500 shares; 2025Q2: 9,415 shares; 2025Q3: 9,836 shares; 2025Q4: 9,718 shares; 2026Q1: 10,293 shares; 2026Q2: 9,371 shares 9,371 $1.65M 0.25% -922 Timeline ESLG STRATEGY SHS More: the full row for STRATEGY SHS 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: 55,388 shares; 2026Q1: 56,181 shares; 2026Q2: 56,976 shares 56,976 $1.64M 0.24% +795 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: 5,114 shares; 2024Q4: 5,325 shares; 2025Q1: 5,606 shares; 2025Q2: 3,074 shares; 2025Q3: 2,912 shares; 2025Q4: 2,891 shares; 2026Q1: 3,163 shares; 2026Q2: 3,658 shares 3,658 $1.54M 0.23% +495 Timeline ESSC STRATEGY SHS More: the full row for STRATEGY SHS 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: 47,710 shares; 2026Q1: 48,128 shares; 2026Q2: 48,329 shares 48,329 $1.54M 0.23% +201 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: 88,037 shares; 2024Q4: 92,142 shares; 2025Q1: 86,693 shares; 2025Q2: 80,497 shares; 2025Q3: 86,537 shares; 2025Q4: 101,092 shares; 2026Q1: 94,006 shares; 2026Q2: 28,016 shares 28,016 $1.47M 0.22% -65,990 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 358 shares; 2025Q1: 962 shares; 2025Q2: 780 shares; 2025Q3: 756 shares; 2025Q4: 719 shares; 2026Q1: 642 shares; 2026Q2: 731 shares 731 $1.45M 0.22% +89 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: 2,971 shares; 2024Q4: 3,118 shares; 2025Q1: 5,759 shares; 2025Q2: 5,796 shares; 2025Q3: 6,406 shares; 2025Q4: 6,568 shares; 2026Q1: 9,886 shares; 2026Q2: 13,830 shares 13,830 $1.37M 0.2% +3,944 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,286 shares; 2024Q4: 13,507 shares; 2025Q1: 13,832 shares; 2025Q2: 11,277 shares; 2025Q3: 11,907 shares; 2025Q4: 11,909 shares; 2026Q1: 12,952 shares; 2026Q2: 14,506 shares 14,506 $1.36M 0.2% +1,554 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,064 shares; 2024Q4: 27,255 shares; 2025Q1: 27,651 shares; 2025Q2: 24,509 shares; 2025Q3: 24,188 shares; 2025Q4: 22,416 shares; 2026Q1: 21,078 shares; 2026Q2: 20,027 shares 20,027 $1.35M 0.2% -1,051 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: 853 shares; 2024Q4: 1,020 shares; 2025Q1: 1,097 shares; 2025Q2: 804 shares; 2025Q3: 862 shares; 2025Q4: 925 shares; 2026Q1: 977 shares; 2026Q2: 1,103 shares 1,103 $1.32M 0.2% +126 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: 1,947 shares; 2024Q4: 1,956 shares; 2025Q1: 1,755 shares; 2025Q2: 1,842 shares; 2025Q3: 1,816 shares; 2025Q4: 1,745 shares; 2026Q1: 1,746 shares; 2026Q2: 1,710 shares 1,710 $1.26M 0.19% -36 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,196 shares; 2024Q4: 10,465 shares; 2025Q1: 10,927 shares; 2025Q2: 10,453 shares; 2025Q3: 10,574 shares; 2025Q4: 9,864 shares; 2026Q1: 8,947 shares; 2026Q2: 9,173 shares 9,173 $1.25M 0.19% +226 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,847 shares; 2024Q4: 16,881 shares; 2025Q1: 15,929 shares; 2025Q2: 11,520 shares; 2025Q3: 9,978 shares; 2025Q4: 11,423 shares; 2026Q1: 9,745 shares; 2026Q2: 8,994 shares 8,994 $1.24M 0.18% -751 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,900 shares; 2024Q4: 3,172 shares; 2025Q1: 3,352 shares; 2025Q2: 2,245 shares; 2025Q3: 2,112 shares; 2025Q4: 2,135 shares; 2026Q1: 1,833 shares; 2026Q2: 2,120 shares 2,120 $1.19M 0.18% +287 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 48,143 shares; 2025Q1: 54,406 shares; 2025Q2: 48,378 shares; 2025Q3: 47,020 shares; 2025Q4: 47,046 shares; 2026Q1: 47,190 shares; 2026Q2: 47,651 shares 47,651 $1.13M 0.17% +461 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,619 shares; 2024Q4: 50,238 shares; 2025Q1: 55,387 shares; 2025Q2: 48,414 shares; 2025Q3: 47,104 shares; 2025Q4: 47,145 shares; 2026Q1: 46,122 shares; 2026Q2: 47,824 shares 47,824 $1.13M 0.17% +1,702 Timeline JMEE 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: 7,386 shares; 2024Q4: 7,135 shares; 2025Q1: 8,736 shares; 2025Q2: 8,735 shares; 2025Q3: 8,966 shares; 2025Q4: 9,438 shares; 2026Q1: 13,486 shares; 2026Q2: 14,263 shares 14,263 $1.11M 0.17% +777 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,685 shares; 2025Q1: 13,883 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,065 shares; 2026Q1: 46,860 shares; 2026Q2: 47,352 shares 47,352 $1.11M 0.16% +492 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,811 shares; 2024Q4: 21,979 shares; 2025Q1: 22,816 shares; 2025Q2: 15,771 shares; 2025Q3: 13,509 shares; 2025Q4: 19,460 shares; 2026Q1: 16,807 shares; 2026Q2: 15,662 shares 15,662 $1.06M 0.16% -1,145 Timeline RPG 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: 25,349 shares; 2025Q1: 41,135 shares; 2025Q2: 25,428 shares; 2025Q3: 22,291 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,519 shares 16,519 $1.05M 0.16% new 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: 1,538 shares; 2024Q4: 1,519 shares; 2025Q1: 1,532 shares; 2025Q2: 1,178 shares; 2025Q3: 1,172 shares; 2025Q4: 1,156 shares; 2026Q1: 1,123 shares; 2026Q2: 1,087 shares 1,087 $1.02M 0.15% -36 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: 2,964 shares; 2024Q4: 2,813 shares; 2025Q1: 2,641 shares; 2025Q2: 2,734 shares; 2025Q3: 2,638 shares; 2025Q4: 2,573 shares; 2026Q1: 2,484 shares; 2026Q2: 2,642 shares 2,642 $978K 0.15% +158 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,146 shares; 2025Q3: 1,448 shares; 2025Q4: 1,390 shares; 2026Q1: 1,503 shares; 2026Q2: 1,980 shares 1,980 $946K 0.14% +477 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: 2,260 shares; 2024Q4: 2,262 shares; 2025Q1: 2,629 shares; 2025Q2: 2,059 shares; 2025Q3: 1,899 shares; 2025Q4: 1,863 shares; 2026Q1: 1,745 shares; 2026Q2: 1,680 shares 1,680 $863K 0.13% -65 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,354 shares; 2024Q4: 2,371 shares; 2025Q1: 2,409 shares; 2025Q2: 1,880 shares; 2025Q3: 1,803 shares; 2025Q4: 1,642 shares; 2026Q1: 1,677 shares; 2026Q2: 1,671 shares 1,671 $836K 0.12% -6 Timeline SHM 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: 19,519 shares; 2024Q4: 20,029 shares; 2025Q1: 20,707 shares; 2025Q2: 19,029 shares; 2025Q3: 18,397 shares; 2025Q4: 16,064 shares; 2026Q1: 14,268 shares; 2026Q2: 16,458 shares 16,458 $789K 0.12% +2,190 Timeline SYSB 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: 9,773 shares; 2026Q1: 9,333 shares; 2026Q2: 8,859 shares 8,859 $786K 0.12% -474 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,704 shares; 2024Q4: 91,287 shares; 2025Q1: 106,540 shares; 2025Q2: 110,067 shares; 2025Q3: 108,797 shares; 2025Q4: 59,865 shares; 2026Q1: 65,003 shares; 2026Q2: 3,522 shares 3,522 $773K 0.11% -61,481 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: 3,275 shares; 2024Q4: 2,780 shares; 2025Q1: 3,177 shares; 2025Q2: 2,008 shares; 2025Q3: 1,853 shares; 2025Q4: 1,819 shares; 2026Q1: 2,018 shares; 2026Q2: 2,231 shares 2,231 $765K 0.11% +213 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: not reported; 2024Q4: not reported; 2025Q1: 808 shares; 2025Q2: 465 shares; 2025Q3: 427 shares; 2025Q4: 536 shares; 2026Q1: 603 shares; 2026Q2: 728 shares 728 $736K 0.11% +125 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,902 shares; 2026Q2: 7,559 shares 7,559 $729K 0.11% -12,343 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: 7,810 shares; 2024Q4: 7,585 shares; 2025Q1: 7,321 shares; 2025Q2: 4,329 shares; 2025Q3: 4,025 shares; 2025Q4: 3,346 shares; 2026Q1: 10,615 shares; 2026Q2: 3,151 shares 3,151 $687K 0.1% -7,464 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,729 shares; 2024Q4: 22,965 shares; 2025Q1: 57,205 shares; 2025Q2: 56,314 shares; 2025Q3: 55,712 shares; 2025Q4: 56,052 shares; 2026Q1: 11,911 shares; 2026Q2: 11,417 shares 11,417 $681K 0.1% -494 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: 1,155 shares 1,155 $671K 0.1% new Timeline ICLO 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,079 shares; 2026Q2: 26,074 shares 26,074 $667K 0.1% -5 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,206 shares; 2024Q4: 5,400 shares; 2025Q1: 10,119 shares; 2025Q2: 7,228 shares; 2025Q3: 8,342 shares; 2025Q4: 7,453 shares; 2026Q1: 13,940 shares; 2026Q2: 13,437 shares 13,437 $644K 0.1% -503 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: 20,220 shares; 2024Q4: 20,036 shares; 2025Q1: 20,176 shares; 2025Q2: 17,287 shares; 2025Q3: 16,955 shares; 2025Q4: 17,535 shares; 2026Q1: 8,374 shares; 2026Q2: 8,258 shares 8,258 $637K 0.09% -116 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,532 shares; 2024Q4: 4,262 shares; 2025Q1: 4,274 shares; 2025Q2: 3,216 shares; 2025Q3: 3,243 shares; 2025Q4: 2,838 shares; 2026Q1: 2,485 shares; 2026Q2: 2,409 shares 2,409 $627K 0.09% -76 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,885 shares; 2024Q4: 8,013 shares; 2025Q1: 8,535 shares; 2025Q2: 6,013 shares; 2025Q3: 5,077 shares; 2025Q4: 4,014 shares; 2026Q1: 3,517 shares; 2026Q2: 3,315 shares 3,315 $614K 0.09% -202 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,889 shares; 2024Q4: 19,497 shares; 2025Q1: 20,613 shares; 2025Q2: 14,582 shares; 2025Q3: 12,806 shares; 2025Q4: 10,758 shares; 2026Q1: 9,540 shares; 2026Q2: 8,978 shares 8,978 $596K 0.09% -562 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,401 shares; 2024Q4: 4,280 shares; 2025Q1: 5,048 shares; 2025Q2: 4,892 shares; 2025Q3: 4,902 shares; 2025Q4: 5,189 shares; 2026Q1: 3,799 shares; 2026Q2: 3,803 shares 3,803 $587K 0.09% +4 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,353 shares 1,353 $584K 0.09% new Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,849 shares; 2024Q4: 7,771 shares; 2025Q1: 11,991 shares; 2025Q2: 12,237 shares; 2025Q3: 12,964 shares; 2025Q4: 14,169 shares; 2026Q1: 14,225 shares; 2026Q2: 14,150 shares 14,150 $578K 0.09% -75 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,367 shares 5,367 $541K 0.08% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,005 shares; 2024Q4: 10,879 shares; 2025Q1: 9,095 shares; 2025Q2: 6,675 shares; 2025Q3: 6,674 shares; 2025Q4: 5,912 shares; 2026Q1: 6,162 shares; 2026Q2: 5,294 shares 5,294 $541K 0.08% -868 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,389 shares; 2024Q4: 4,492 shares; 2025Q1: 4,410 shares; 2025Q2: 2,679 shares; 2025Q3: 2,491 shares; 2025Q4: 2,460 shares; 2026Q1: 2,351 shares; 2026Q2: 2,114 shares 2,114 $537K 0.08% -237 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,607 shares; 2025Q2: 1,052 shares; 2025Q3: 1,054 shares; 2025Q4: 1,106 shares; 2026Q1: 1,256 shares; 2026Q2: 1,402 shares 1,402 $524K 0.08% +146 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,276 shares; 2024Q4: 1,459 shares; 2025Q1: 2,012 shares; 2025Q2: 1,599 shares; 2025Q3: 1,651 shares; 2025Q4: 1,188 shares; 2026Q1: not reported; 2026Q2: 1,750 shares 1,750 $522K 0.08% new Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,881 shares; 2024Q4: 17,660 shares; 2025Q1: 17,614 shares; 2025Q2: 12,070 shares; 2025Q3: 10,142 shares; 2025Q4: 7,753 shares; 2026Q1: 6,753 shares; 2026Q2: 6,260 shares 6,260 $515K 0.08% -493 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: 1,888 shares; 2024Q4: 2,139 shares; 2025Q1: 2,731 shares; 2025Q2: 2,375 shares; 2025Q3: 2,470 shares; 2025Q4: 2,235 shares; 2026Q1: 1,896 shares; 2026Q2: 2,019 shares 2,019 $508K 0.08% +123 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,603 shares; 2024Q4: 2,462 shares; 2025Q1: 1,936 shares; 2025Q2: 1,710 shares; 2025Q3: 2,729 shares; 2025Q4: 2,882 shares; 2026Q1: 2,617 shares; 2026Q2: 2,196 shares 2,196 $504K 0.07% -421 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,011 shares; 2024Q4: 5,882 shares; 2025Q1: 5,242 shares; 2025Q2: 3,694 shares; 2025Q3: 3,574 shares; 2025Q4: 3,393 shares; 2026Q1: 2,857 shares; 2026Q2: 2,316 shares 2,316 $502K 0.07% -541 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: 9,720 shares; 2024Q4: 8,169 shares; 2025Q1: 8,279 shares; 2025Q2: 6,519 shares; 2025Q3: 6,733 shares; 2025Q4: 6,672 shares; 2026Q1: 4,688 shares; 2026Q2: 4,403 shares 4,403 $499K 0.07% -285 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,232 shares; 2024Q4: 26,375 shares; 2025Q1: 84,084 shares; 2025Q2: 22,758 shares; 2025Q3: 19,946 shares; 2025Q4: 10,792 shares; 2026Q1: 9,350 shares; 2026Q2: 10,559 shares 10,559 $495K 0.07% +1,209 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,099 shares; 2024Q4: 13,701 shares; 2025Q1: 14,077 shares; 2025Q2: 10,051 shares; 2025Q3: 8,546 shares; 2025Q4: 5,314 shares; 2026Q1: 4,785 shares; 2026Q2: 4,325 shares 4,325 $490K 0.07% -460 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,026 shares; 2026Q2: 1,131 shares 1,131 $490K 0.07% +105 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,931 shares; 2024Q4: 1,469 shares; 2025Q1: 1,516 shares; 2025Q2: not reported; 2025Q3: 1,140 shares; 2025Q4: 1,067 shares; 2026Q1: 1,119 shares; 2026Q2: 1,356 shares 1,356 $479K 0.07% +237 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,769 shares; 2026Q1: 9,368 shares; 2026Q2: 7,935 shares 7,935 $477K 0.07% -1,433 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,504 shares 2,504 $475K 0.07% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,588 shares; 2025Q3: 16,233 shares; 2025Q4: 6,383 shares; 2026Q1: 5,656 shares; 2026Q2: 5,338 shares 5,338 $474K 0.07% -318 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,208 shares; 2024Q4: 7,927 shares; 2025Q1: 7,938 shares; 2025Q2: 5,421 shares; 2025Q3: 4,478 shares; 2025Q4: 3,335 shares; 2026Q1: 2,934 shares; 2026Q2: 2,723 shares 2,723 $459K 0.07% -211 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: 3,923 shares; 2024Q4: 3,506 shares; 2025Q1: 2,851 shares; 2025Q2: 2,237 shares; 2025Q3: 1,938 shares; 2025Q4: 1,599 shares; 2026Q1: 1,231 shares; 2026Q2: 1,291 shares 1,291 $455K 0.07% +60 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,751 shares; 2025Q2: 23,957 shares; 2025Q3: 51,956 shares; 2025Q4: 59,017 shares; 2026Q1: 1,372 shares; 2026Q2: 1,234 shares 1,234 $451K 0.07% -138 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,366 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 622 shares 622 $450K 0.07% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,400 shares; 2024Q4: 10,991 shares; 2025Q1: 12,201 shares; 2025Q2: 10,007 shares; 2025Q3: 9,195 shares; 2025Q4: 8,354 shares; 2026Q1: 6,756 shares; 2026Q2: 5,699 shares 5,699 $449K 0.07% -1,057 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,612 shares; 2024Q4: 8,199 shares; 2025Q1: 9,934 shares; 2025Q2: 6,872 shares; 2025Q3: 5,392 shares; 2025Q4: 4,855 shares; 2026Q1: 4,712 shares; 2026Q2: 4,625 shares 4,625 $445K 0.07% -87 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: 11,568 shares; 2024Q4: 12,532 shares; 2025Q1: 11,566 shares; 2025Q2: 10,450 shares; 2025Q3: 9,097 shares; 2025Q4: 4,941 shares; 2026Q1: 4,548 shares; 2026Q2: 4,577 shares 4,577 $442K 0.07% +29 Timeline VRIG 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,438 shares; 2025Q4: 17,883 shares; 2026Q1: 55,605 shares; 2026Q2: 17,559 shares 17,559 $440K 0.07% -38,046 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,626 shares; 2024Q4: 6,457 shares; 2025Q1: 6,493 shares; 2025Q2: 4,438 shares; 2025Q3: 3,754 shares; 2025Q4: 3,086 shares; 2026Q1: 2,632 shares; 2026Q2: 2,623 shares 2,623 $427K 0.06% -9 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,113 shares; 2024Q4: 5,110 shares; 2025Q1: 5,142 shares; 2025Q2: 3,557 shares; 2025Q3: 2,965 shares; 2025Q4: 2,170 shares; 2026Q1: 1,869 shares; 2026Q2: 1,760 shares 1,760 $418K 0.06% -109 Timeline IDT IDT CORP More: the full row for IDT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,681 shares; 2025Q3: 5,230 shares; 2025Q4: 8,787 shares; 2026Q1: 7,724 shares; 2026Q2: 7,168 shares 7,168 $417K 0.06% -556 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: 6,979 shares; 2024Q4: 6,990 shares; 2025Q1: 6,707 shares; 2025Q2: 6,720 shares; 2025Q3: 5,847 shares; 2025Q4: 3,716 shares; 2026Q1: 2,993 shares; 2026Q2: 2,782 shares 2,782 $413K 0.06% -211 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 592 shares; 2024Q4: 735 shares; 2025Q1: 786 shares; 2025Q2: 472 shares; 2025Q3: 390 shares; 2025Q4: 404 shares; 2026Q1: 434 shares; 2026Q2: 491 shares 491 $407K 0.06% +57 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,338 shares; 2024Q4: 2,393 shares; 2025Q1: 2,494 shares; 2025Q2: 1,745 shares; 2025Q3: 1,482 shares; 2025Q4: 1,301 shares; 2026Q1: 1,175 shares; 2026Q2: 1,141 shares 1,141 $407K 0.06% -34 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: 2,851 shares; 2024Q4: 2,243 shares; 2025Q1: 2,761 shares; 2025Q2: 2,048 shares; 2025Q3: 2,407 shares; 2025Q4: 2,379 shares; 2026Q1: 2,727 shares; 2026Q2: 2,776 shares 2,776 $407K 0.06% +49 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,350 shares; 2024Q4: 3,458 shares; 2025Q1: 3,614 shares; 2025Q2: 2,518 shares; 2025Q3: 2,089 shares; 2025Q4: 2,718 shares; 2026Q1: 2,452 shares; 2026Q2: 2,360 shares 2,360 $398K 0.06% -92 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,465 shares; 2024Q4: 9,005 shares; 2025Q1: 8,933 shares; 2025Q2: 8,043 shares; 2025Q3: 8,771 shares; 2025Q4: 7,314 shares; 2026Q1: 6,950 shares; 2026Q2: 6,677 shares 6,677 $385K 0.06% -273 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 330 shares 330 $381K 0.06% new Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 544 shares; 2026Q2: 578 shares 578 $372K 0.06% +34 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,106 shares; 2024Q4: 5,144 shares; 2025Q1: 5,266 shares; 2025Q2: 3,720 shares; 2025Q3: 3,097 shares; 2025Q4: 2,655 shares; 2026Q1: 2,349 shares; 2026Q2: 2,249 shares 2,249 $367K 0.05% -100 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: 5,914 shares; 2024Q4: 6,195 shares; 2025Q1: 6,726 shares; 2025Q2: 6,064 shares; 2025Q3: 6,150 shares; 2025Q4: 4,692 shares; 2026Q1: 3,700 shares; 2026Q2: 3,113 shares 3,113 $363K 0.05% -587 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,276 shares; 2024Q4: 7,528 shares; 2025Q1: 8,051 shares; 2025Q2: 5,618 shares; 2025Q3: 5,008 shares; 2025Q4: 4,654 shares; 2026Q1: 4,380 shares; 2026Q2: 4,501 shares 4,501 $352K 0.05% +121 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,119 shares; 2026Q1: 1,870 shares; 2026Q2: 1,740 shares 1,740 $350K 0.05% -130 Timeline CLCG CROSSMARK ETF TRUST More: the full row for CROSSMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,066 shares 12,066 $349K 0.05% new 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 2,792 shares; 2025Q3: 2,213 shares; 2025Q4: 2,213 shares; 2026Q1: 2,213 shares; 2026Q2: 1,789 shares 1,789 $340K 0.05% -424 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,315 shares; 2024Q4: 6,912 shares; 2025Q1: 6,538 shares; 2025Q2: 4,386 shares; 2025Q3: 3,167 shares; 2025Q4: 3,195 shares; 2026Q1: 1,508 shares; 2026Q2: 2,254 shares 2,254 $330K 0.05% +746 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,615 shares; 2024Q4: 4,164 shares; 2025Q1: 3,693 shares; 2025Q2: 2,995 shares; 2025Q3: 2,934 shares; 2025Q4: 2,777 shares; 2026Q1: 2,990 shares; 2026Q2: 1,910 shares 1,910 $325K 0.05% -1,080 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,363 shares; 2025Q1: 3,738 shares; 2025Q2: 2,438 shares; 2025Q3: 2,270 shares; 2025Q4: 2,161 shares; 2026Q1: 2,614 shares; 2026Q2: 2,780 shares 2,780 $324K 0.05% +166 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 422 shares; 2026Q2: 609 shares 609 $316K 0.05% +187 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,936 shares; 2024Q4: 3,140 shares; 2025Q1: 3,529 shares; 2025Q2: 3,108 shares; 2025Q3: 3,178 shares; 2025Q4: 2,729 shares; 2026Q1: 1,927 shares; 2026Q2: 1,823 shares 1,823 $314K 0.05% -104 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,860 shares; 2024Q4: 3,888 shares; 2025Q1: 4,020 shares; 2025Q2: 3,869 shares; 2025Q3: 3,770 shares; 2025Q4: 3,130 shares; 2026Q1: 2,753 shares; 2026Q2: 2,882 shares 2,882 $310K 0.05% +129 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,163 shares 1,163 $297K 0.04% new Timeline CLCV CROSSMARK ETF TRUST More: the full row for CROSSMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,862 shares 9,862 $295K 0.04% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,579 shares; 2024Q4: 2,397 shares; 2025Q1: 1,999 shares; 2025Q2: 1,768 shares; 2025Q3: 1,792 shares; 2025Q4: 1,630 shares; 2026Q1: 1,402 shares; 2026Q2: 1,315 shares 1,315 $295K 0.04% -87 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,816 shares; 2024Q4: 5,035 shares; 2025Q1: 4,473 shares; 2025Q2: 3,937 shares; 2025Q3: 2,748 shares; 2025Q4: 2,599 shares; 2026Q1: 2,070 shares; 2026Q2: 1,592 shares 1,592 $294K 0.04% -478 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,024 shares; 2024Q4: 3,916 shares; 2025Q1: 3,863 shares; 2025Q2: 3,070 shares; 2025Q3: 3,280 shares; 2025Q4: 2,974 shares; 2026Q1: 2,725 shares; 2026Q2: 2,300 shares 2,300 $286K 0.04% -425 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: 19,912 shares; 2024Q4: 20,952 shares; 2025Q1: 18,542 shares; 2025Q2: 18,027 shares; 2025Q3: 15,984 shares; 2025Q4: 4,007 shares; 2026Q1: 3,833 shares; 2026Q2: 3,727 shares 3,727 $286K 0.04% -106 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,978 shares; 2024Q4: 3,548 shares; 2025Q1: 4,451 shares; 2025Q2: 3,482 shares; 2025Q3: 3,033 shares; 2025Q4: 3,016 shares; 2026Q1: 3,461 shares; 2026Q2: 2,564 shares 2,564 $285K 0.04% -897 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: not reported; 2024Q4: 4,378 shares; 2025Q1: 5,000 shares; 2025Q2: 5,488 shares; 2025Q3: 5,499 shares; 2025Q4: 5,406 shares; 2026Q1: 5,525 shares; 2026Q2: 5,533 shares 5,533 $280K 0.04% +8 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,781 shares; 2024Q4: 1,717 shares; 2025Q1: 1,502 shares; 2025Q2: 992 shares; 2025Q3: 862 shares; 2025Q4: 839 shares; 2026Q1: 834 shares; 2026Q2: 783 shares 783 $277K 0.04% -51 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,136 shares; 2025Q1: 1,302 shares; 2025Q2: 609 shares; 2025Q3: 1,084 shares; 2025Q4: 947 shares; 2026Q1: 761 shares; 2026Q2: 639 shares 639 $265K 0.04% -122 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,689 shares; 2024Q4: 2,699 shares; 2025Q1: 568 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 365 shares; 2026Q1: not reported; 2026Q2: 665 shares 665 $264K 0.04% new 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: 6,749 shares; 2024Q4: 6,432 shares; 2025Q1: 4,701 shares; 2025Q2: 2,940 shares; 2025Q3: 1,948 shares; 2025Q4: 1,790 shares; 2026Q1: 1,505 shares; 2026Q2: 1,388 shares 1,388 $263K 0.04% -117 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,276 shares; 2024Q4: 3,284 shares; 2025Q1: 3,156 shares; 2025Q2: 2,850 shares; 2025Q3: 2,678 shares; 2025Q4: 1,503 shares; 2026Q1: 946 shares; 2026Q2: 961 shares 961 $260K 0.04% +15 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,410 shares; 2024Q4: 1,322 shares; 2025Q1: 1,049 shares; 2025Q2: 940 shares; 2025Q3: 957 shares; 2025Q4: 898 shares; 2026Q1: 700 shares; 2026Q2: 622 shares 622 $253K 0.04% -78 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS 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: 3,099 shares 3,099 $253K 0.04% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,556 shares; 2024Q4: 2,296 shares; 2025Q1: 2,392 shares; 2025Q2: 2,170 shares; 2025Q3: 2,224 shares; 2025Q4: 1,963 shares; 2026Q1: 1,583 shares; 2026Q2: 1,181 shares 1,181 $252K 0.04% -402 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,070 shares 4,070 $251K 0.04% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,754 shares; 2024Q4: 2,456 shares; 2025Q1: 1,678 shares; 2025Q2: 1,377 shares; 2025Q3: 1,395 shares; 2025Q4: 1,548 shares; 2026Q1: 1,178 shares; 2026Q2: 1,134 shares 1,134 $250K 0.04% -44 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,315 shares; 2026Q2: 1,315 shares 1,315 $243K 0.04% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,002 shares; 2024Q4: 5,849 shares; 2025Q1: 5,985 shares; 2025Q2: 4,166 shares; 2025Q3: 3,497 shares; 2025Q4: 3,221 shares; 2026Q1: 2,876 shares; 2026Q2: 2,674 shares 2,674 $242K 0.04% -202 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,256 shares 2,256 $241K 0.04% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 704 shares; 2024Q4: 851 shares; 2025Q1: 895 shares; 2025Q2: 622 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 522 shares 522 $240K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 728 shares 728 $238K 0.04% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,336 shares; 2024Q4: 3,489 shares; 2025Q1: 3,787 shares; 2025Q2: 3,041 shares; 2025Q3: 2,923 shares; 2025Q4: 2,555 shares; 2026Q1: 2,052 shares; 2026Q2: 1,779 shares 1,779 $231K 0.03% -273 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,355 shares; 2024Q4: 1,420 shares; 2025Q1: 1,087 shares; 2025Q2: 922 shares; 2025Q3: 837 shares; 2025Q4: 764 shares; 2026Q1: 851 shares; 2026Q2: 876 shares 876 $229K 0.03% +25 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,100 shares; 2024Q4: 5,143 shares; 2025Q1: 3,954 shares; 2025Q2: 3,142 shares; 2025Q3: 2,866 shares; 2025Q4: 2,772 shares; 2026Q1: 2,218 shares; 2026Q2: 1,794 shares 1,794 $227K 0.03% -424 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,575 shares; 2024Q4: 2,554 shares; 2025Q1: 2,376 shares; 2025Q2: 1,544 shares; 2025Q3: 1,398 shares; 2025Q4: 990 shares; 2026Q1: 932 shares; 2026Q2: 928 shares 928 $225K 0.03% -4 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,704 shares; 2024Q4: 1,953 shares; 2025Q1: 1,957 shares; 2025Q2: 1,723 shares; 2025Q3: 1,720 shares; 2025Q4: 1,606 shares; 2026Q1: 1,258 shares; 2026Q2: 1,069 shares 1,069 $225K 0.03% -189 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,768 shares; 2024Q4: 8,669 shares; 2025Q1: 8,677 shares; 2025Q2: 5,926 shares; 2025Q3: 4,977 shares; 2025Q4: 4,269 shares; 2026Q1: 3,768 shares; 2026Q2: 3,566 shares 3,566 $224K 0.03% -202 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: 998 shares; 2024Q4: 598 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 208 shares 208 $221K 0.03% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,797 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 823 shares 823 $221K 0.03% 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: 3,020 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,708 shares 2,708 $220K 0.03% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,246 shares 1,246 $219K 0.03% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH 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: 919 shares 919 $218K 0.03% new 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: 3,851 shares; 2024Q4: 4,074 shares; 2025Q1: 4,398 shares; 2025Q2: 4,431 shares; 2025Q3: 4,644 shares; 2025Q4: 2,888 shares; 2026Q1: not reported; 2026Q2: 1,681 shares 1,681 $216K 0.03% new Timeline CRAI CRA INTL INC More: the full row for CRA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,698 shares; 2025Q1: 3,013 shares; 2025Q2: 2,181 shares; 2025Q3: 1,909 shares; 2025Q4: 1,789 shares; 2026Q1: 1,619 shares; 2026Q2: 1,454 shares 1,454 $207K 0.03% -165 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,744 shares; 2024Q4: 2,854 shares; 2025Q1: 1,718 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,342 shares; 2026Q2: 1,513 shares 1,513 $205K 0.03% +171 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,762 shares; 2026Q2: 2,667 shares 2,667 $204K 0.03% -95 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 668 shares 668 $202K 0.03% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,126 shares; 2025Q2: 3,607 shares; 2025Q3: 2,686 shares; 2025Q4: 1,372 shares; 2026Q1: 1,218 shares; 2026Q2: 1,135 shares 1,135 $201K 0.03% -83 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,230 shares 1,230 $201K 0.03% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,242 shares; 2024Q4: 1,922 shares; 2025Q1: 1,625 shares; 2025Q2: 1,466 shares; 2025Q3: 1,318 shares; 2025Q4: 1,176 shares; 2026Q1: 927 shares; 2026Q2: 637 shares 637 $201K 0.03% -290 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,303 shares; 2024Q4: 24,627 shares; 2025Q1: 24,627 shares; 2025Q2: 13,662 shares; 2025Q3: 13,662 shares; 2025Q4: 13,662 shares; 2026Q1: 11,046 shares; 2026Q2: 11,046 shares 11,046 $68.8K 0.01% 0 Timeline