AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,158 shares; 2024Q4: 165,099 shares; 2025Q1: 163,476 shares; 2025Q2: 150,419 shares; 2025Q3: 147,868 shares; 2025Q4: 150,640 shares; 2026Q1: 148,806 shares; 2026Q2: 140,052 shares 140,052 $40.5M 10.27% -8,754 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: 41,117 shares; 2024Q4: 44,127 shares; 2025Q1: 45,831 shares; 2025Q2: 45,236 shares; 2025Q3: 46,134 shares; 2025Q4: 45,842 shares; 2026Q1: 45,592 shares; 2026Q2: 46,506 shares 46,506 $34.8M 8.82% +914 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: 88,418 shares; 2024Q4: 88,302 shares; 2025Q1: 87,460 shares; 2025Q2: 77,291 shares; 2025Q3: 77,437 shares; 2025Q4: 77,344 shares; 2026Q1: 77,396 shares; 2026Q2: 75,371 shares 75,371 $28.1M 7.12% -2,025 Timeline FNDX 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: 53,114 shares; 2024Q4: 186,223 shares; 2025Q1: 361,674 shares; 2025Q2: 356,328 shares; 2025Q3: 370,593 shares; 2025Q4: 671,928 shares; 2026Q1: 675,288 shares; 2026Q2: 698,020 shares 698,020 $21.7M 5.5% +22,732 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 376,377 shares; 2024Q4: 392,391 shares; 2025Q1: 395,558 shares; 2025Q2: 401,152 shares; 2025Q3: 433,892 shares; 2025Q4: 453,100 shares; 2026Q1: 461,397 shares; 2026Q2: 466,095 shares 466,095 $21.5M 5.44% +4,698 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: 117,030 shares; 2024Q4: 115,833 shares; 2025Q1: 120,384 shares; 2025Q2: 86,531 shares; 2025Q3: 87,188 shares; 2025Q4: 87,280 shares; 2026Q1: 87,166 shares; 2026Q2: 80,292 shares 80,292 $19.1M 4.85% -6,874 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: 28,538 shares; 2024Q4: 79,662 shares; 2025Q1: 98,831 shares; 2025Q2: 100,653 shares; 2025Q3: 308,921 shares; 2025Q4: 345,107 shares; 2026Q1: 358,530 shares; 2026Q2: 362,510 shares 362,510 $19M 4.81% +3,980 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: 110,263 shares; 2024Q4: 105,928 shares; 2025Q1: 109,753 shares; 2025Q2: 82,881 shares; 2025Q3: 82,906 shares; 2025Q4: 79,664 shares; 2026Q1: 79,947 shares; 2026Q2: 79,243 shares 79,243 $15.9M 4.02% -704 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: 228,270 shares; 2024Q4: 224,527 shares; 2025Q1: 213,638 shares; 2025Q2: 225,680 shares; 2025Q3: 253,579 shares; 2025Q4: 266,240 shares; 2026Q1: 276,562 shares; 2026Q2: 286,731 shares 286,731 $15.1M 3.83% +10,169 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,925 shares; 2024Q4: 2,455 shares; 2025Q1: 2,597 shares; 2025Q2: 26,104 shares; 2025Q3: 26,297 shares; 2025Q4: 30,548 shares; 2026Q1: 30,770 shares; 2026Q2: 152,625 shares 152,625 $13.4M 3.4% +121,855 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: 789 shares; 2024Q4: 789 shares; 2025Q1: 798 shares; 2025Q2: 14,688 shares; 2025Q3: 14,700 shares; 2025Q4: 16,855 shares; 2026Q1: 17,058 shares; 2026Q2: 17,050 shares 17,050 $11.7M 2.97% -8 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: 4,223 shares; 2024Q4: 4,180 shares; 2025Q1: 3,809 shares; 2025Q2: 42,847 shares; 2025Q3: 42,920 shares; 2025Q4: 42,934 shares; 2026Q1: 42,934 shares; 2026Q2: 42,653 shares 42,653 $10.8M 2.74% -281 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: 109,859 shares; 2024Q4: 116,998 shares; 2025Q1: 118,748 shares; 2025Q2: 119,314 shares; 2025Q3: 121,262 shares; 2025Q4: 118,489 shares; 2026Q1: 117,966 shares; 2026Q2: 118,382 shares 118,382 $9.13M 2.31% +416 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,412 shares; 2024Q4: 21,905 shares; 2025Q1: 21,898 shares; 2025Q2: 14,579 shares; 2025Q3: 14,389 shares; 2025Q4: 13,740 shares; 2026Q1: 13,902 shares; 2026Q2: 13,892 shares 13,892 $9.11M 2.31% -10 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: 29,832 shares; 2024Q4: 29,204 shares; 2025Q1: 28,982 shares; 2025Q2: 21,090 shares; 2025Q3: 21,172 shares; 2025Q4: 21,512 shares; 2026Q1: 21,682 shares; 2026Q2: 20,317 shares 20,317 $7.26M 1.84% -1,365 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,058 shares; 2024Q4: 11,999 shares; 2025Q1: 11,559 shares; 2025Q2: 8,704 shares; 2025Q3: 8,705 shares; 2025Q4: 7,741 shares; 2026Q1: 8,021 shares; 2026Q2: 7,990 shares 7,990 $5.12M 1.3% -31 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: 4,221 shares; 2024Q4: 4,246 shares; 2025Q1: 4,185 shares; 2025Q2: 4,190 shares; 2025Q3: 4,190 shares; 2025Q4: 4,140 shares; 2026Q1: 4,140 shares; 2026Q2: 4,204 shares 4,204 $5.04M 1.28% +64 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,926 shares; 2024Q4: 39,279 shares; 2025Q1: 38,742 shares; 2025Q2: 41,408 shares; 2025Q3: 39,476 shares; 2025Q4: 33,891 shares; 2026Q1: 24,441 shares; 2026Q2: 99,482 shares 99,482 $5.03M 1.27% +75,041 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,778 shares; 2024Q4: 16,280 shares; 2025Q1: 15,791 shares; 2025Q2: 15,791 shares; 2025Q3: 15,791 shares; 2025Q4: 15,519 shares; 2026Q1: 15,319 shares; 2026Q2: 15,219 shares 15,219 $4.49M 1.14% -100 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,749 shares; 2024Q4: 26,816 shares; 2025Q1: 26,242 shares; 2025Q2: 26,242 shares; 2025Q3: 26,352 shares; 2025Q4: 26,317 shares; 2026Q1: 26,202 shares; 2026Q2: 31,148 shares 31,148 $4.44M 1.12% +4,946 Timeline IXUS 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: 38,152 shares; 2025Q3: 38,152 shares; 2025Q4: 42,618 shares; 2026Q1: 42,618 shares; 2026Q2: 42,618 shares 42,618 $4.07M 1.03% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,887 shares; 2024Q4: 69,766 shares; 2025Q1: 70,487 shares; 2025Q2: 75,195 shares; 2025Q3: 66,631 shares; 2025Q4: 82,997 shares; 2026Q1: 94,585 shares; 2026Q2: 128,782 shares 128,782 $3.79M 0.96% +34,197 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: 1,403 shares; 2024Q4: 1,403 shares; 2025Q1: 1,396 shares; 2025Q2: 4,998 shares; 2025Q3: 4,913 shares; 2025Q4: 4,900 shares; 2026Q1: 4,905 shares; 2026Q2: 4,863 shares 4,863 $3.63M 0.92% -42 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: 24,249 shares; 2024Q4: 28,382 shares; 2025Q1: 29,033 shares; 2025Q2: 27,586 shares; 2025Q3: 26,299 shares; 2025Q4: 24,870 shares; 2026Q1: 24,781 shares; 2026Q2: 24,464 shares 24,464 $3.63M 0.92% -317 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,327 shares; 2024Q4: 15,327 shares; 2025Q1: 15,327 shares; 2025Q2: 15,629 shares; 2025Q3: 15,360 shares; 2025Q4: 30,720 shares; 2026Q1: 30,720 shares; 2026Q2: 30,720 shares 30,720 $3.6M 0.91% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 885 shares; 2024Q4: 1,087 shares; 2025Q1: 1,445 shares; 2025Q2: 8,369 shares; 2025Q3: 8,369 shares; 2025Q4: 8,864 shares; 2026Q1: 8,864 shares; 2026Q2: 35,463 shares 35,463 $2.86M 0.72% +26,599 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: not reported; 2024Q4: 2,233 shares; 2025Q1: 6,660 shares; 2025Q2: 8,185 shares; 2025Q3: 8,757 shares; 2025Q4: 8,971 shares; 2026Q1: 9,260 shares; 2026Q2: 5,669 shares 5,669 $2.38M 0.6% -3,591 Timeline CZNC CITIZENS & NORTHN CORP More: the full row for CITIZENS & NORTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,618 shares; 2024Q4: 104,019 shares; 2025Q1: 102,389 shares; 2025Q2: 102,389 shares; 2025Q3: 102,389 shares; 2025Q4: 100,726 shares; 2026Q1: 99,967 shares; 2026Q2: 99,967 shares 99,967 $2.33M 0.59% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,431 shares; 2024Q4: 911 shares; 2025Q1: 1,143 shares; 2025Q2: 7,475 shares; 2025Q3: 7,476 shares; 2025Q4: 7,617 shares; 2026Q1: 7,617 shares; 2026Q2: 7,619 shares 7,619 $2.31M 0.59% +2 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,050 shares; 2024Q4: 9,679 shares; 2025Q1: 9,446 shares; 2025Q2: 6,373 shares; 2025Q3: 6,521 shares; 2025Q4: 6,460 shares; 2026Q1: 6,458 shares; 2026Q2: 6,438 shares 6,438 $2.27M 0.58% -20 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: 80,959 shares; 2024Q4: 223,290 shares; 2025Q1: 93,515 shares; 2025Q2: 88,342 shares; 2025Q3: 81,365 shares; 2025Q4: 74,510 shares; 2026Q1: 74,519 shares; 2026Q2: 69,237 shares 69,237 $2.2M 0.56% -5,282 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: 3,293 shares; 2024Q4: 3,308 shares; 2025Q1: 3,577 shares; 2025Q2: 4,132 shares; 2025Q3: 4,081 shares; 2025Q4: 4,046 shares; 2026Q1: 4,026 shares; 2026Q2: 4,175 shares 4,175 $2.09M 0.53% +149 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,209 shares; 2024Q4: 5,223 shares; 2025Q1: 5,200 shares; 2025Q2: 5,209 shares; 2025Q3: 5,216 shares; 2025Q4: 5,200 shares; 2026Q1: 5,200 shares; 2026Q2: 5,075 shares 5,075 $2.02M 0.51% -125 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,792 shares; 2024Q4: 8,818 shares; 2025Q1: 8,867 shares; 2025Q2: 9,315 shares; 2025Q3: 9,321 shares; 2025Q4: 8,817 shares; 2026Q1: 8,817 shares; 2026Q2: 8,817 shares 8,817 $1.84M 0.47% 0 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: 5,411 shares; 2024Q4: 21,272 shares; 2025Q1: 37,082 shares; 2025Q2: 37,618 shares; 2025Q3: 44,029 shares; 2025Q4: 47,564 shares; 2026Q1: 47,106 shares; 2026Q2: 53,696 shares 53,696 $1.82M 0.46% +6,590 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,041 shares; 2024Q4: 45,841 shares; 2025Q1: 44,467 shares; 2025Q2: 44,467 shares; 2025Q3: 44,667 shares; 2025Q4: 43,235 shares; 2026Q1: 43,335 shares; 2026Q2: 43,335 shares 43,335 $1.59M 0.4% 0 Timeline SCHM 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: 9,742 shares; 2024Q4: 31,817 shares; 2025Q1: 30,566 shares; 2025Q2: 31,136 shares; 2025Q3: 28,625 shares; 2025Q4: 31,868 shares; 2026Q1: 34,326 shares; 2026Q2: 42,803 shares 42,803 $1.58M 0.4% +8,477 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,487 shares; 2025Q3: 4,487 shares; 2025Q4: 4,882 shares; 2026Q1: 4,882 shares; 2026Q2: 4,882 shares 4,882 $1.5M 0.38% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,615 shares; 2024Q4: 6,578 shares; 2025Q1: 6,313 shares; 2025Q2: 6,428 shares; 2025Q3: 6,374 shares; 2025Q4: 7,492 shares; 2026Q1: 10,567 shares; 2026Q2: 10,567 shares 10,567 $1.44M 0.37% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,722 shares; 2024Q4: 7,747 shares; 2025Q1: 7,541 shares; 2025Q2: 7,541 shares; 2025Q3: 7,544 shares; 2025Q4: 7,514 shares; 2026Q1: 7,514 shares; 2026Q2: 7,514 shares 7,514 $1.43M 0.36% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,356 shares; 2025Q3: 10,356 shares; 2025Q4: 10,356 shares; 2026Q1: 10,356 shares; 2026Q2: 10,356 shares 10,356 $1.42M 0.36% 0 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: 16,258 shares; 2024Q4: 16,258 shares; 2025Q1: 10,441 shares; 2025Q2: 10,441 shares; 2025Q3: 10,441 shares; 2025Q4: 10,441 shares; 2026Q1: 10,441 shares; 2026Q2: 8,976 shares 8,976 $1.42M 0.36% -1,465 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,205 shares; 2025Q4: 37,859 shares; 2026Q1: 38,593 shares; 2026Q2: 36,533 shares 36,533 $1.39M 0.35% -2,060 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,384 shares; 2024Q4: 7,384 shares; 2025Q1: 7,384 shares; 2025Q2: 7,384 shares; 2025Q3: 7,384 shares; 2025Q4: 6,952 shares; 2026Q1: 6,952 shares; 2026Q2: 6,952 shares 6,952 $1.28M 0.32% 0 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: 1,555 shares; 2024Q4: 1,938 shares; 2025Q1: 1,933 shares; 2025Q2: 1,838 shares; 2025Q3: 1,867 shares; 2025Q4: 2,015 shares; 2026Q1: 2,716 shares; 2026Q2: 3,546 shares 3,546 $1.16M 0.29% +830 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,288 shares; 2024Q4: 12,659 shares; 2025Q1: 12,515 shares; 2025Q2: 12,609 shares; 2025Q3: 12,639 shares; 2025Q4: 13,198 shares; 2026Q1: 13,130 shares; 2026Q2: 13,131 shares 13,131 $1.15M 0.29% +1 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: 1,060 shares; 2024Q4: 1,060 shares; 2025Q1: 1,060 shares; 2025Q2: 5,037 shares; 2025Q3: 5,037 shares; 2025Q4: 5,037 shares; 2026Q1: 5,037 shares; 2026Q2: 5,034 shares 5,034 $1.14M 0.29% -3 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: 2,557 shares; 2024Q4: 2,537 shares; 2025Q1: 2,751 shares; 2025Q2: 3,406 shares; 2025Q3: 2,786 shares; 2025Q4: 3,693 shares; 2026Q1: 3,705 shares; 2026Q2: 3,081 shares 3,081 $1.14M 0.29% -624 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,988 shares; 2024Q4: 32,913 shares; 2025Q1: 47,586 shares; 2025Q2: 48,515 shares; 2025Q3: 47,467 shares; 2025Q4: 32,650 shares; 2026Q1: 23,712 shares; 2026Q2: 21,463 shares 21,463 $1.09M 0.28% -2,249 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,998 shares; 2024Q4: 25,276 shares; 2025Q1: 24,246 shares; 2025Q2: 23,191 shares; 2025Q3: 23,191 shares; 2025Q4: 22,191 shares; 2026Q1: 21,191 shares; 2026Q2: 16,691 shares 16,691 $1.07M 0.27% -4,500 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,602 shares; 2024Q4: 3,703 shares; 2025Q1: 9,351 shares; 2025Q2: 9,694 shares; 2025Q3: 10,047 shares; 2025Q4: 10,148 shares; 2026Q1: 13,670 shares; 2026Q2: 15,585 shares 15,585 $958K 0.24% +1,915 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: 1,310 shares; 2024Q4: 1,323 shares; 2025Q1: 1,279 shares; 2025Q2: 1,279 shares; 2025Q3: 1,279 shares; 2025Q4: 1,279 shares; 2026Q1: 1,274 shares; 2026Q2: 1,274 shares 1,274 $938K 0.24% 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: 1,668 shares; 2024Q4: 1,765 shares; 2025Q1: 1,654 shares; 2025Q2: 1,596 shares; 2025Q3: 1,613 shares; 2025Q4: 1,566 shares; 2026Q1: 1,568 shares; 2026Q2: 1,564 shares 1,564 $881K 0.22% -4 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: 3,198 shares; 2024Q4: 3,222 shares; 2025Q1: 3,146 shares; 2025Q2: 3,155 shares; 2025Q3: 3,160 shares; 2025Q4: 3,146 shares; 2026Q1: 3,146 shares; 2026Q2: 2,898 shares 2,898 $864K 0.22% -248 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,915 shares; 2024Q4: 1,582 shares; 2025Q1: 1,570 shares; 2025Q2: 4,477 shares; 2025Q3: 4,482 shares; 2025Q4: 4,198 shares; 2026Q1: 4,102 shares; 2026Q2: 4,102 shares 4,102 $823K 0.21% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,715 shares; 2024Q4: 8,729 shares; 2025Q1: 8,699 shares; 2025Q2: 8,075 shares; 2025Q3: 7,739 shares; 2025Q4: 7,208 shares; 2026Q1: 6,791 shares; 2026Q2: 6,437 shares 6,437 $757K 0.19% -354 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: not reported; 2024Q4: 1,953 shares; 2025Q1: 1,687 shares; 2025Q2: 1,150 shares; 2025Q3: 1,228 shares; 2025Q4: 2,019 shares; 2026Q1: 2,259 shares; 2026Q2: 1,974 shares 1,974 $746K 0.19% -285 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,607 shares; 2024Q4: 1,610 shares; 2025Q1: 1,606 shares; 2025Q2: 1,606 shares; 2025Q3: 1,606 shares; 2025Q4: 1,606 shares; 2026Q1: 1,606 shares; 2026Q2: 1,606 shares 1,606 $737K 0.19% 0 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,770 shares; 2026Q2: 13,770 shares 13,770 $737K 0.19% 0 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 660 shares; 2024Q4: 660 shares; 2025Q1: 645 shares; 2025Q2: 645 shares; 2025Q3: 645 shares; 2025Q4: 645 shares; 2026Q1: 645 shares; 2026Q2: 621 shares 621 $718K 0.18% -24 SCHA 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: 7,551 shares; 2024Q4: 15,834 shares; 2025Q1: 15,856 shares; 2025Q2: 16,773 shares; 2025Q3: 16,595 shares; 2025Q4: 17,765 shares; 2026Q1: 18,585 shares; 2026Q2: 19,457 shares 19,457 $703K 0.18% +872 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,422 shares; 2026Q1: 7,051 shares; 2026Q2: 14,811 shares 14,811 $678K 0.17% +7,760 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,406 shares; 2025Q3: 12,406 shares; 2025Q4: 12,406 shares; 2026Q1: 12,406 shares; 2026Q2: 12,406 shares 12,406 $665K 0.17% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,915 shares; 2024Q4: 21,915 shares; 2025Q1: 21,915 shares; 2025Q2: 21,590 shares; 2025Q3: 21,590 shares; 2025Q4: 21,590 shares; 2026Q1: 21,590 shares; 2026Q2: 21,590 shares 21,590 $658K 0.17% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,101 shares; 2025Q1: not reported; 2025Q2: 1,100 shares; 2025Q3: 1,108 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,799 shares 1,799 $613K 0.16% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 954 shares; 2026Q1: 1,054 shares; 2026Q2: 1,035 shares 1,035 $601K 0.15% -19 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,439 shares 3,439 $588K 0.15% new 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: 5,293 shares; 2024Q4: 3,854 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,804 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares; 2026Q2: 3,800 shares 3,800 $584K 0.15% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,418 shares; 2024Q4: 1,418 shares; 2025Q1: 1,418 shares; 2025Q2: 1,418 shares; 2025Q3: 1,418 shares; 2025Q4: 1,418 shares; 2026Q1: 1,418 shares; 2026Q2: 1,418 shares 1,418 $581K 0.15% 0 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,612 shares; 2026Q2: 14,880 shares 14,880 $557K 0.14% +6,268 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: 718 shares; 2024Q4: 599 shares; 2025Q1: 582 shares; 2025Q2: 577 shares; 2025Q3: 577 shares; 2025Q4: 565 shares; 2026Q1: 565 shares; 2026Q2: 585 shares 585 $547K 0.14% +20 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,488 shares; 2024Q4: 7,499 shares; 2025Q1: 7,476 shares; 2025Q2: 7,184 shares; 2025Q3: 7,184 shares; 2025Q4: 7,144 shares; 2026Q1: 7,144 shares; 2026Q2: 7,144 shares 7,144 $543K 0.14% 0 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,550 shares; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,550 shares; 2026Q1: 2,550 shares; 2026Q2: 2,250 shares 2,250 $539K 0.14% -300 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,900 shares; 2024Q4: 21,900 shares; 2025Q1: 21,900 shares; 2025Q2: 21,900 shares; 2025Q3: 21,900 shares; 2025Q4: 21,900 shares; 2026Q1: 21,900 shares; 2026Q2: 21,900 shares 21,900 $530K 0.13% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,564 shares; 2024Q4: 4,139 shares; 2025Q1: 6,199 shares; 2025Q2: 4,884 shares; 2025Q3: 4,886 shares; 2025Q4: 9,465 shares; 2026Q1: 9,465 shares; 2026Q2: 9,786 shares 9,786 $520K 0.13% +321 Timeline SMHX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,255 shares; 2025Q3: 7,810 shares; 2025Q4: 7,810 shares; 2026Q1: 7,810 shares; 2026Q2: 7,810 shares 7,810 $499K 0.13% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,316 shares; 2024Q4: 29,824 shares; 2025Q1: 35,468 shares; 2025Q2: 28,250 shares; 2025Q3: 26,402 shares; 2025Q4: 12,478 shares; 2026Q1: 11,393 shares; 2026Q2: 8,739 shares 8,739 $494K 0.13% -2,654 Timeline VCRM 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,128 shares; 2026Q1: 6,444 shares; 2026Q2: 6,444 shares 6,444 $492K 0.12% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,835 shares; 2024Q4: 1,854 shares; 2025Q1: 1,822 shares; 2025Q2: 1,822 shares; 2025Q3: 1,837 shares; 2025Q4: 1,851 shares; 2026Q1: 1,804 shares; 2026Q2: 2,037 shares 2,037 $482K 0.12% +233 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,102 shares; 2025Q1: 15,235 shares; 2025Q2: 15,809 shares; 2025Q3: 18,476 shares; 2025Q4: 7,270 shares; 2026Q1: 7,569 shares; 2026Q2: 14,138 shares 14,138 $471K 0.12% +6,569 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: 1,429 shares; 2024Q4: 1,324 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares; 2025Q4: 1,320 shares; 2026Q1: 1,320 shares; 2026Q2: 1,320 shares 1,320 $468K 0.12% 0 Timeline VSDM 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,092 shares 6,092 $467K 0.12% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 669 shares; 2024Q4: 671 shares; 2025Q1: 669 shares; 2025Q2: 672 shares; 2025Q3: 673 shares; 2025Q4: 669 shares; 2026Q1: 613 shares; 2026Q2: 613 shares 613 $465K 0.12% 0 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,657 shares; 2025Q4: 12,657 shares; 2026Q1: 11,621 shares; 2026Q2: 10,595 shares 10,595 $464K 0.12% -1,026 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,575 shares; 2024Q4: 1,575 shares; 2025Q1: 1,572 shares; 2025Q2: 1,572 shares; 2025Q3: 1,572 shares; 2025Q4: 1,572 shares; 2026Q1: 1,572 shares; 2026Q2: 1,572 shares 1,572 $443K 0.11% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,940 shares; 2024Q4: 2,909 shares; 2025Q1: 2,935 shares; 2025Q2: 2,878 shares; 2025Q3: 2,770 shares; 2025Q4: 2,898 shares; 2026Q1: 2,634 shares; 2026Q2: 2,321 shares 2,321 $429K 0.11% -313 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: not reported; 2025Q2: 305 shares; 2025Q3: 308 shares; 2025Q4: 305 shares; 2026Q1: 362 shares; 2026Q2: 420 shares 420 $425K 0.11% +58 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,852 shares; 2025Q3: 21,783 shares; 2025Q4: 13,588 shares; 2026Q1: 9,192 shares; 2026Q2: 5,529 shares 5,529 $418K 0.11% -3,663 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,466 shares; 2026Q1: 7,466 shares; 2026Q2: 7,466 shares 7,466 $415K 0.11% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,639 shares; 2024Q4: 1,649 shares; 2025Q1: 1,644 shares; 2025Q2: 1,639 shares; 2025Q3: 1,640 shares; 2025Q4: 1,634 shares; 2026Q1: 1,634 shares; 2026Q2: 1,634 shares 1,634 $406K 0.1% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,247 shares; 2024Q4: 7,393 shares; 2025Q1: 7,036 shares; 2025Q2: 7,153 shares; 2025Q3: 7,224 shares; 2025Q4: 7,022 shares; 2026Q1: 7,022 shares; 2026Q2: 7,022 shares 7,022 $400K 0.1% 0 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL 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: 5,369 shares 5,369 $397K 0.1% new Timeline VGMS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,238 shares 7,238 $371K 0.09% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,775 shares; 2024Q4: 9,820 shares; 2025Q1: 9,700 shares; 2025Q2: 9,700 shares; 2025Q3: 9,712 shares; 2025Q4: 9,700 shares; 2026Q1: 9,700 shares; 2026Q2: 9,700 shares 9,700 $330K 0.08% 0 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T 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: 12,757 shares 12,757 $330K 0.08% new 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: 619 shares; 2024Q4: 609 shares; 2025Q1: 609 shares; 2025Q2: 610 shares; 2025Q3: 610 shares; 2025Q4: 609 shares; 2026Q1: 609 shares; 2026Q2: 3,654 shares 3,654 $315K 0.08% +3,045 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,098 shares; 2025Q4: 2,434 shares; 2026Q1: 2,611 shares; 2026Q2: 2,632 shares 2,632 $298K 0.08% +21 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,275 shares; 2026Q1: 5,393 shares; 2026Q2: 5,801 shares 5,801 $286K 0.07% +408 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,283 shares; 2024Q4: 13,703 shares; 2025Q1: not reported; 2025Q2: 4,168 shares; 2025Q3: 4,360 shares; 2025Q4: 4,689 shares; 2026Q1: 4,919 shares; 2026Q2: 5,614 shares 5,614 $284K 0.07% +695 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 267 shares 267 $284K 0.07% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 894 shares; 2024Q4: 891 shares; 2025Q1: 840 shares; 2025Q2: 760 shares; 2025Q3: 731 shares; 2025Q4: 759 shares; 2026Q1: 706 shares; 2026Q2: 557 shares 557 $279K 0.07% -149 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 579 shares; 2026Q1: 739 shares; 2026Q2: 739 shares 739 $272K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 541 shares; 2025Q3: 541 shares; 2025Q4: 541 shares; 2026Q1: 541 shares; 2026Q2: 2,164 shares 2,164 $269K 0.07% +1,623 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,103 shares 1,103 $267K 0.07% new Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 212 shares; 2026Q1: 212 shares; 2026Q2: 212 shares 212 $266K 0.07% 0 EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,542 shares; 2025Q3: 2,542 shares; 2025Q4: 2,542 shares; 2026Q1: 2,542 shares; 2026Q2: 2,542 shares 2,542 $264K 0.07% 0 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: not reported; 2024Q4: 926 shares; 2025Q1: 953 shares; 2025Q2: 953 shares; 2025Q3: 956 shares; 2025Q4: 933 shares; 2026Q1: 934 shares; 2026Q2: 935 shares 935 $263K 0.07% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,753 shares; 2025Q3: 8,906 shares; 2025Q4: 7,746 shares; 2026Q1: 8,462 shares; 2026Q2: 8,975 shares 8,975 $260K 0.07% +513 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,857 shares; 2024Q4: 4,956 shares; 2025Q1: 5,005 shares; 2025Q2: 5,091 shares; 2025Q3: 5,172 shares; 2025Q4: 5,281 shares; 2026Q1: 5,335 shares; 2026Q2: 5,418 shares 5,418 $253K 0.06% +83 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: 5,765 shares; 2024Q4: 5,183 shares; 2025Q1: 4,360 shares; 2025Q2: 3,555 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,835 shares; 2026Q2: 1,945 shares 1,945 $250K 0.06% +110 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,355 shares; 2024Q4: 5,388 shares; 2025Q1: 5,355 shares; 2025Q2: 5,355 shares; 2025Q3: 5,400 shares; 2025Q4: 5,355 shares; 2026Q1: 5,355 shares; 2026Q2: 5,355 shares 5,355 $250K 0.06% 0 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: not reported; 2025Q2: not reported; 2025Q3: 674 shares; 2025Q4: 665 shares; 2026Q1: not reported; 2026Q2: 665 shares 665 $249K 0.06% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,251 shares; 2024Q4: not reported; 2025Q1: 3,262 shares; 2025Q2: 3,265 shares; 2025Q3: 3,269 shares; 2025Q4: 3,269 shares; 2026Q1: 3,264 shares; 2026Q2: 3,264 shares 3,264 $247K 0.06% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,080 shares 2,080 $244K 0.06% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 307 shares 307 $234K 0.06% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,125 shares; 2026Q1: 1,125 shares; 2026Q2: 1,099 shares 1,099 $234K 0.06% -26 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: 1,734 shares; 2024Q4: 1,781 shares; 2025Q1: 1,824 shares; 2025Q2: 1,545 shares; 2025Q3: 1,572 shares; 2025Q4: 1,554 shares; 2026Q1: 1,516 shares; 2026Q2: 1,565 shares 1,565 $229K 0.06% +49 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: not reported; 2024Q4: 3,110 shares; 2025Q1: 3,549 shares; 2025Q2: 3,439 shares; 2025Q3: 3,441 shares; 2025Q4: 3,432 shares; 2026Q1: 2,611 shares; 2026Q2: 2,607 shares 2,607 $227K 0.06% -4 Timeline SUSA 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: 1,464 shares; 2026Q1: not reported; 2026Q2: 1,464 shares 1,464 $226K 0.06% new Timeline SPHQ 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: 3,073 shares; 2024Q4: 3,073 shares; 2025Q1: 4,173 shares; 2025Q2: 4,173 shares; 2025Q3: 4,173 shares; 2025Q4: 2,832 shares; 2026Q1: 2,832 shares; 2026Q2: 2,424 shares 2,424 $218K 0.06% -408 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,812 shares; 2026Q1: 6,896 shares; 2026Q2: 2,104 shares 2,104 $213K 0.05% -4,792 Timeline TFLO 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: 4,094 shares 4,094 $207K 0.05% new Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,718 shares; 2026Q1: not reported; 2026Q2: 10,295 shares 10,295 $171K 0.04% new Timeline