VGUS 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 174,037 shares; 2026Q2: 269,259 shares 269,259 $20.4M 5.86% +95,222 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: not loaded; 2024Q4: 14,439 shares; 2025Q1: 31,079 shares; 2025Q2: 31,677 shares; 2025Q3: 31,559 shares; 2025Q4: 31,952 shares; 2026Q1: 26,964 shares; 2026Q2: 27,131 shares 27,131 $20.3M 5.85% +167 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: not loaded; 2024Q4: 57,866 shares; 2025Q1: 59,568 shares; 2025Q2: 65,830 shares; 2025Q3: 66,608 shares; 2025Q4: 65,142 shares; 2026Q1: 63,785 shares; 2026Q2: 63,119 shares 63,119 $12.6M 3.64% -666 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: not loaded; 2024Q4: 39,920 shares; 2025Q1: 39,128 shares; 2025Q2: 41,744 shares; 2025Q3: 38,486 shares; 2025Q4: 38,554 shares; 2026Q1: 40,014 shares; 2026Q2: 40,242 shares 40,242 $11.6M 3.35% +228 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: not loaded; 2024Q4: 58,749 shares; 2025Q1: 49,134 shares; 2025Q2: 82,103 shares; 2025Q3: 83,464 shares; 2025Q4: 85,956 shares; 2026Q1: 146,105 shares; 2026Q2: 147,950 shares 147,950 $11.5M 3.32% +1,845 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: not loaded; 2024Q4: 35,732 shares; 2025Q1: 35,873 shares; 2025Q2: 38,756 shares; 2025Q3: 37,580 shares; 2025Q4: 37,583 shares; 2026Q1: 38,181 shares; 2026Q2: 39,143 shares 39,143 $9.33M 2.69% +962 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 loaded; 2024Q4: 21,640 shares; 2025Q1: 22,470 shares; 2025Q2: 23,794 shares; 2025Q3: 22,835 shares; 2025Q4: 22,660 shares; 2026Q1: 22,843 shares; 2026Q2: 22,065 shares 22,065 $8.34M 2.4% -778 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: not loaded; 2024Q4: 19,468 shares; 2025Q1: 20,795 shares; 2025Q2: 22,403 shares; 2025Q3: 21,881 shares; 2025Q4: 21,843 shares; 2026Q1: 22,332 shares; 2026Q2: 22,137 shares 22,137 $8.26M 2.38% -195 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: not loaded; 2024Q4: 63,314 shares; 2025Q1: 69,944 shares; 2025Q2: 72,151 shares; 2025Q3: 74,944 shares; 2025Q4: 76,425 shares; 2026Q1: 72,968 shares; 2026Q2: 76,275 shares 76,275 $8.21M 2.36% +3,307 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: not loaded; 2024Q4: 6,690 shares; 2025Q1: 7,191 shares; 2025Q2: 7,596 shares; 2025Q3: 7,885 shares; 2025Q4: 7,899 shares; 2026Q1: 8,127 shares; 2026Q2: 7,956 shares 7,956 $5.94M 1.71% -171 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: not loaded; 2024Q4: 3,549 shares; 2025Q1: 4,079 shares; 2025Q2: 4,370 shares; 2025Q3: 4,651 shares; 2025Q4: 4,753 shares; 2026Q1: 4,815 shares; 2026Q2: 4,765 shares 4,765 $5.72M 1.65% -50 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: not loaded; 2024Q4: 16,697 shares; 2025Q1: 16,970 shares; 2025Q2: 17,763 shares; 2025Q3: 17,979 shares; 2025Q4: 18,155 shares; 2026Q1: 16,444 shares; 2026Q2: 15,992 shares 15,992 $5.65M 1.63% -452 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 loaded; 2024Q4: 19,992 shares; 2025Q1: 20,071 shares; 2025Q2: 20,525 shares; 2025Q3: 19,637 shares; 2025Q4: 19,165 shares; 2026Q1: 17,309 shares; 2026Q2: 17,161 shares 17,161 $5.62M 1.62% -148 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 39,899 shares; 2025Q1: 43,610 shares; 2025Q2: 44,394 shares; 2025Q3: 46,286 shares; 2025Q4: 48,566 shares; 2026Q1: 47,352 shares; 2026Q2: 48,669 shares 48,669 $5.31M 1.53% +1,317 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 92,512 shares; 2025Q1: 90,216 shares; 2025Q2: 82,107 shares; 2025Q3: 82,479 shares; 2025Q4: 88,082 shares; 2026Q1: 91,163 shares; 2026Q2: 97,405 shares 97,405 $5.1M 1.47% +6,242 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 loaded; 2024Q4: 53,171 shares; 2025Q1: 53,113 shares; 2025Q2: 53,876 shares; 2025Q3: 52,972 shares; 2025Q4: 52,800 shares; 2026Q1: 40,150 shares; 2026Q2: 39,837 shares 39,837 $4.51M 1.3% -313 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: not loaded; 2024Q4: 13,551 shares; 2025Q1: 13,367 shares; 2025Q2: 14,781 shares; 2025Q3: 13,248 shares; 2025Q4: 13,388 shares; 2026Q1: 11,564 shares; 2026Q2: 11,720 shares 11,720 $4.19M 1.21% +156 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: not loaded; 2024Q4: 18,018 shares; 2025Q1: 18,594 shares; 2025Q2: 18,852 shares; 2025Q3: 18,420 shares; 2025Q4: 18,784 shares; 2026Q1: 18,295 shares; 2026Q2: 18,408 shares 18,408 $4.18M 1.2% +113 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,588 shares; 2026Q2: 54,158 shares 54,158 $4.1M 1.18% -430 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: not loaded; 2024Q4: 65,518 shares; 2025Q1: 61,967 shares; 2025Q2: 63,505 shares; 2025Q3: 65,219 shares; 2025Q4: 71,041 shares; 2026Q1: 81,340 shares; 2026Q2: 83,493 shares 83,493 $3.85M 1.11% +2,153 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,907 shares; 2025Q1: 11,779 shares; 2025Q2: 11,904 shares; 2025Q3: 11,958 shares; 2025Q4: 11,967 shares; 2026Q1: 12,016 shares; 2026Q2: 12,482 shares 12,482 $3.75M 1.08% +466 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 loaded; 2024Q4: 4,812 shares; 2025Q1: 6,182 shares; 2025Q2: 6,251 shares; 2025Q3: 5,543 shares; 2025Q4: 5,404 shares; 2026Q1: 3,542 shares; 2026Q2: 3,177 shares 3,177 $3.67M 1.06% -365 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 loaded; 2024Q4: 4,834 shares; 2025Q1: 6,195 shares; 2025Q2: 6,483 shares; 2025Q3: 6,264 shares; 2025Q4: 6,141 shares; 2026Q1: 6,501 shares; 2026Q2: 5,488 shares 5,488 $3.19M 0.92% -1,013 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 loaded; 2024Q4: 9,599 shares; 2025Q1: 9,934 shares; 2025Q2: 10,533 shares; 2025Q3: 10,706 shares; 2025Q4: 10,518 shares; 2026Q1: 10,912 shares; 2026Q2: 11,218 shares 11,218 $3.15M 0.91% +306 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 loaded; 2024Q4: 1,227 shares; 2025Q1: 1,315 shares; 2025Q2: 1,439 shares; 2025Q3: 1,387 shares; 2025Q4: 1,393 shares; 2026Q1: 1,051 shares; 2026Q2: 10,294 shares 10,294 $3.11M 0.89% +9,243 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: not loaded; 2024Q4: 12,378 shares; 2025Q1: 20,327 shares; 2025Q2: 21,027 shares; 2025Q3: 21,027 shares; 2025Q4: 22,130 shares; 2026Q1: 20,093 shares; 2026Q2: 20,277 shares 20,277 $3.01M 0.87% +184 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,042 shares; 2025Q1: 7,756 shares; 2025Q2: 8,970 shares; 2025Q3: 8,798 shares; 2025Q4: 8,882 shares; 2026Q1: 8,992 shares; 2026Q2: 9,175 shares 9,175 $2.87M 0.83% +183 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: not loaded; 2024Q4: 15,724 shares; 2025Q1: 16,804 shares; 2025Q2: 17,006 shares; 2025Q3: 17,303 shares; 2025Q4: 17,119 shares; 2026Q1: 17,812 shares; 2026Q2: 18,437 shares 18,437 $2.7M 0.78% +625 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,930 shares; 2025Q1: 15,614 shares; 2025Q2: 16,709 shares; 2025Q3: 19,279 shares; 2025Q4: 20,309 shares; 2026Q1: 22,428 shares; 2026Q2: 23,956 shares 23,956 $2.55M 0.73% +1,528 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 51,444 shares; 2025Q1: 60,246 shares; 2025Q2: 64,850 shares; 2025Q3: 61,930 shares; 2025Q4: 62,601 shares; 2026Q1: 56,316 shares; 2026Q2: 55,170 shares 55,170 $2.45M 0.71% -1,146 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,743 shares; 2025Q1: 2,190 shares; 2025Q2: 2,276 shares; 2025Q3: 2,266 shares; 2025Q4: 2,266 shares; 2026Q1: 2,536 shares; 2026Q2: 18,805 shares 18,805 $2.25M 0.65% +16,269 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,293 shares; 2025Q1: 21,409 shares; 2025Q2: 22,341 shares; 2025Q3: 23,482 shares; 2025Q4: 48,058 shares; 2026Q1: 46,898 shares; 2026Q2: 40,846 shares 40,846 $2.17M 0.62% -6,052 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 53,905 shares; 2025Q1: 42,202 shares; 2025Q2: 45,061 shares; 2025Q3: 54,259 shares; 2025Q4: 60,196 shares; 2026Q1: 85,031 shares; 2026Q2: 89,166 shares 89,166 $2.15M 0.62% +4,135 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 loaded; 2024Q4: 43,118 shares; 2025Q1: 45,796 shares; 2025Q2: 48,100 shares; 2025Q3: 46,082 shares; 2025Q4: 46,598 shares; 2026Q1: 43,540 shares; 2026Q2: 43,396 shares 43,396 $2.14M 0.62% -144 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: not loaded; 2024Q4: 6,658 shares; 2025Q1: 6,727 shares; 2025Q2: 6,906 shares; 2025Q3: 6,351 shares; 2025Q4: 5,917 shares; 2026Q1: 5,734 shares; 2026Q2: 5,978 shares 5,978 $2.05M 0.59% +244 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 loaded; 2024Q4: 1,251 shares; 2025Q1: 1,533 shares; 2025Q2: 1,825 shares; 2025Q3: 1,906 shares; 2025Q4: 2,055 shares; 2026Q1: 1,968 shares; 2026Q2: 1,912 shares 1,912 $2.04M 0.59% -56 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 loaded; 2024Q4: 2,725 shares; 2025Q1: 2,454 shares; 2025Q2: 2,652 shares; 2025Q3: 2,555 shares; 2025Q4: 2,566 shares; 2026Q1: 2,049 shares; 2026Q2: 1,972 shares 1,972 $1.99M 0.57% -77 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: not loaded; 2024Q4: 5,663 shares; 2025Q1: 5,780 shares; 2025Q2: 6,633 shares; 2025Q3: 6,568 shares; 2025Q4: 7,013 shares; 2026Q1: 7,607 shares; 2026Q2: 7,808 shares 7,808 $1.96M 0.57% +201 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 54,366 shares; 2025Q1: 55,640 shares; 2025Q2: 58,246 shares; 2025Q3: 57,992 shares; 2025Q4: 59,145 shares; 2026Q1: 58,698 shares; 2026Q2: 58,773 shares 58,773 $1.93M 0.56% +75 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,935 shares; 2025Q1: 32,149 shares; 2025Q2: 35,328 shares; 2025Q3: 37,316 shares; 2025Q4: 40,377 shares; 2026Q1: 41,160 shares; 2026Q2: 44,327 shares 44,327 $1.92M 0.55% +3,167 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: not loaded; 2024Q4: 3,581 shares; 2025Q1: 3,938 shares; 2025Q2: 4,318 shares; 2025Q3: 4,581 shares; 2025Q4: 4,675 shares; 2026Q1: 5,011 shares; 2026Q2: 5,425 shares 5,425 $1.91M 0.55% +414 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,918 shares; 2025Q1: 1,932 shares; 2025Q2: 2,013 shares; 2025Q3: 1,962 shares; 2025Q4: 1,936 shares; 2026Q1: 1,947 shares; 2026Q2: 2,007 shares 2,007 $1.88M 0.54% +60 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,639 shares; 2025Q1: 15,542 shares; 2025Q2: 15,469 shares; 2025Q3: 13,706 shares; 2025Q4: 14,211 shares; 2026Q1: 14,599 shares; 2026Q2: 12,335 shares 12,335 $1.88M 0.54% -2,264 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: not loaded; 2024Q4: 3,061 shares; 2025Q1: 4,182 shares; 2025Q2: 4,434 shares; 2025Q3: 4,742 shares; 2025Q4: 4,985 shares; 2026Q1: 5,848 shares; 2026Q2: 6,184 shares 6,184 $1.87M 0.54% +336 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: not loaded; 2024Q4: 2,550 shares; 2025Q1: 3,482 shares; 2025Q2: 3,712 shares; 2025Q3: 3,748 shares; 2025Q4: 3,763 shares; 2026Q1: 3,443 shares; 2026Q2: 2,829 shares 2,829 $1.86M 0.53% -614 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,775 shares; 2025Q1: 4,966 shares; 2025Q2: 5,111 shares; 2025Q3: 5,066 shares; 2025Q4: 5,090 shares; 2026Q1: 5,046 shares; 2026Q2: 5,035 shares 5,035 $1.82M 0.52% -11 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: not loaded; 2024Q4: 3,287 shares; 2025Q1: 3,232 shares; 2025Q2: 3,589 shares; 2025Q3: 3,322 shares; 2025Q4: 2,747 shares; 2026Q1: 3,179 shares; 2026Q2: 3,209 shares 3,209 $1.81M 0.52% +30 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: not loaded; 2024Q4: 17,759 shares; 2025Q1: 19,136 shares; 2025Q2: 20,656 shares; 2025Q3: 21,088 shares; 2025Q4: 21,163 shares; 2026Q1: 20,721 shares; 2026Q2: 20,579 shares 20,579 $1.81M 0.52% -142 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 loaded; 2024Q4: 16,899 shares; 2025Q1: 17,788 shares; 2025Q2: 17,660 shares; 2025Q3: 17,271 shares; 2025Q4: 17,271 shares; 2026Q1: 17,363 shares; 2026Q2: 15,203 shares 15,203 $1.79M 0.51% -2,160 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: not loaded; 2024Q4: 8,865 shares; 2025Q1: 9,945 shares; 2025Q2: 10,393 shares; 2025Q3: 10,407 shares; 2025Q4: 10,407 shares; 2026Q1: 9,762 shares; 2026Q2: 9,616 shares 9,616 $1.78M 0.51% -146 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 loaded; 2024Q4: 1,953 shares; 2025Q1: 2,106 shares; 2025Q2: 2,345 shares; 2025Q3: 2,329 shares; 2025Q4: 2,281 shares; 2026Q1: 2,290 shares; 2026Q2: 2,328 shares 2,328 $1.78M 0.51% +38 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,683 shares; 2025Q1: 6,650 shares; 2025Q2: 7,048 shares; 2025Q3: 7,305 shares; 2025Q4: 7,427 shares; 2026Q1: 7,947 shares; 2026Q2: 8,021 shares 8,021 $1.77M 0.51% +74 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 loaded; 2024Q4: 5,236 shares; 2025Q1: 4,422 shares; 2025Q2: 4,616 shares; 2025Q3: 4,274 shares; 2025Q4: 4,178 shares; 2026Q1: 4,261 shares; 2026Q2: 4,191 shares 4,191 $1.76M 0.51% -70 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: not loaded; 2024Q4: 2,160 shares; 2025Q1: 3,060 shares; 2025Q2: 4,155 shares; 2025Q3: 4,186 shares; 2025Q4: 4,186 shares; 2026Q1: 2,824 shares; 2026Q2: 2,659 shares 2,659 $1.7M 0.49% -165 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: not loaded; 2024Q4: 2,413 shares; 2025Q1: 2,613 shares; 2025Q2: 2,820 shares; 2025Q3: 2,790 shares; 2025Q4: 3,239 shares; 2026Q1: 3,232 shares; 2026Q2: 3,323 shares 3,323 $1.67M 0.48% +91 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 loaded; 2024Q4: 18,592 shares; 2025Q1: 14,798 shares; 2025Q2: 14,307 shares; 2025Q3: 14,188 shares; 2025Q4: 46,406 shares; 2026Q1: 44,695 shares; 2026Q2: 44,294 shares 44,294 $1.66M 0.48% -401 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38,270 shares; 2025Q1: 37,553 shares; 2025Q2: 37,621 shares; 2025Q3: 40,780 shares; 2025Q4: 42,910 shares; 2026Q1: 42,002 shares; 2026Q2: 46,249 shares 46,249 $1.6M 0.46% +4,247 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,639 shares; 2025Q1: 4,170 shares; 2025Q2: 4,387 shares; 2025Q3: 4,353 shares; 2025Q4: 4,372 shares; 2026Q1: 4,667 shares; 2026Q2: 4,454 shares 4,454 $1.58M 0.45% -213 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,082 shares; 2025Q1: 34,699 shares; 2025Q2: 34,842 shares; 2025Q3: 33,955 shares; 2025Q4: 34,003 shares; 2026Q1: 33,227 shares; 2026Q2: 33,297 shares 33,297 $1.57M 0.45% +70 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 loaded; 2024Q4: 4,267 shares; 2025Q1: 4,403 shares; 2025Q2: 4,692 shares; 2025Q3: 4,435 shares; 2025Q4: 4,481 shares; 2026Q1: 4,700 shares; 2026Q2: 4,598 shares 4,598 $1.57M 0.45% -102 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,809 shares; 2025Q1: 12,731 shares; 2025Q2: 13,574 shares; 2025Q3: 16,168 shares; 2025Q4: 17,806 shares; 2026Q1: 25,122 shares; 2026Q2: 26,264 shares 26,264 $1.55M 0.45% +1,142 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41,975 shares; 2025Q1: 42,495 shares; 2025Q2: 31,023 shares; 2025Q3: 30,618 shares; 2025Q4: 31,240 shares; 2026Q1: 26,916 shares; 2026Q2: 22,584 shares 22,584 $1.54M 0.44% -4,332 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 loaded; 2024Q4: 3,343 shares; 2025Q1: 3,056 shares; 2025Q2: 3,289 shares; 2025Q3: 3,480 shares; 2025Q4: 3,696 shares; 2026Q1: 3,192 shares; 2026Q2: 3,103 shares 3,103 $1.48M 0.43% -89 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,152 shares; 2025Q1: 8,965 shares; 2025Q2: 10,095 shares; 2025Q3: 10,451 shares; 2025Q4: 10,316 shares; 2026Q1: 11,038 shares; 2026Q2: 10,888 shares 10,888 $1.47M 0.42% -150 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,275 shares; 2025Q1: 30,041 shares; 2025Q2: 31,742 shares; 2025Q3: 33,910 shares; 2025Q4: 35,443 shares; 2026Q1: 35,964 shares; 2026Q2: 32,549 shares 32,549 $1.47M 0.42% -3,415 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,936 shares; 2025Q1: 2,324 shares; 2025Q2: 2,497 shares; 2025Q3: 2,799 shares; 2025Q4: 2,781 shares; 2026Q1: 2,810 shares; 2026Q2: 2,833 shares 2,833 $1.44M 0.42% +23 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: not loaded; 2024Q4: 1,526 shares; 2025Q1: not reported; 2025Q2: 1,797 shares; 2025Q3: 1,864 shares; 2025Q4: 1,955 shares; 2026Q1: 9,810 shares; 2026Q2: 9,611 shares 9,611 $1.41M 0.41% -199 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,555 shares; 2025Q1: 7,808 shares; 2025Q2: 7,884 shares; 2025Q3: 8,085 shares; 2025Q4: 8,061 shares; 2026Q1: 8,087 shares; 2026Q2: 8,294 shares 8,294 $1.37M 0.4% +207 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,475 shares; 2025Q1: 5,972 shares; 2025Q2: 6,094 shares; 2025Q3: 6,003 shares; 2025Q4: 11,829 shares; 2026Q1: 10,837 shares; 2026Q2: 11,220 shares 11,220 $1.32M 0.38% +383 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: not loaded; 2024Q4: 5,510 shares; 2025Q1: 5,654 shares; 2025Q2: 5,858 shares; 2025Q3: 5,869 shares; 2025Q4: 6,133 shares; 2026Q1: 5,771 shares; 2026Q2: 5,945 shares 5,945 $1.3M 0.38% +174 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,623 shares; 2025Q1: 3,173 shares; 2025Q2: 3,562 shares; 2025Q3: 3,447 shares; 2025Q4: 3,008 shares; 2026Q1: 3,137 shares; 2026Q2: 3,057 shares 3,057 $1.3M 0.37% -80 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,830 shares; 2025Q1: 8,473 shares; 2025Q2: 9,155 shares; 2025Q3: 10,312 shares; 2025Q4: 11,071 shares; 2026Q1: 14,963 shares; 2026Q2: 15,745 shares 15,745 $1.3M 0.37% +782 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,937 shares; 2025Q1: 3,901 shares; 2025Q2: 4,111 shares; 2025Q3: 3,782 shares; 2025Q4: 7,324 shares; 2026Q1: 6,804 shares; 2026Q2: 6,744 shares 6,744 $1.28M 0.37% -60 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,201 shares; 2025Q1: 1,200 shares; 2025Q2: 1,270 shares; 2025Q3: 3,022 shares; 2025Q4: 2,829 shares; 2026Q1: 2,620 shares; 2026Q2: 2,550 shares 2,550 $1.25M 0.36% -70 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,655 shares; 2025Q1: 6,987 shares; 2025Q2: 6,550 shares; 2025Q3: 5,747 shares; 2025Q4: 5,342 shares; 2026Q1: 5,123 shares; 2026Q2: 5,046 shares 5,046 $1.24M 0.36% -77 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,434 shares; 2025Q1: 3,761 shares; 2025Q2: 4,001 shares; 2025Q3: 4,106 shares; 2025Q4: 4,264 shares; 2026Q1: 4,237 shares; 2026Q2: 4,479 shares 4,479 $1.21M 0.35% +242 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,843 shares; 2025Q1: 1,878 shares; 2025Q2: 1,878 shares; 2025Q3: 1,881 shares; 2025Q4: 1,840 shares; 2026Q1: 1,548 shares; 2026Q2: 1,599 shares 1,599 $1.21M 0.35% +51 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: not loaded; 2024Q4: 6,827 shares; 2025Q1: 6,981 shares; 2025Q2: 7,215 shares; 2025Q3: 7,111 shares; 2025Q4: 7,168 shares; 2026Q1: 9,193 shares; 2026Q2: 9,388 shares 9,388 $1.21M 0.35% +195 Timeline CGCB 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 loaded; 2024Q4: 31,654 shares; 2025Q1: 31,166 shares; 2025Q2: 37,032 shares; 2025Q3: 38,197 shares; 2025Q4: 39,085 shares; 2026Q1: 45,582 shares; 2026Q2: 45,680 shares 45,680 $1.2M 0.34% +98 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,744 shares; 2025Q1: 9,805 shares; 2025Q2: 9,940 shares; 2025Q3: 9,797 shares; 2025Q4: 9,846 shares; 2026Q1: 9,419 shares; 2026Q2: 9,409 shares 9,409 $1.19M 0.34% -10 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,337 shares; 2025Q1: 6,003 shares; 2025Q2: 6,365 shares; 2025Q3: 6,652 shares; 2025Q4: 6,290 shares; 2026Q1: 6,445 shares; 2026Q2: 6,249 shares 6,249 $1.19M 0.34% -196 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,892 shares; 2025Q1: 2,197 shares; 2025Q2: 2,376 shares; 2025Q3: 2,402 shares; 2025Q4: 1,875 shares; 2026Q1: 5,782 shares; 2026Q2: 5,670 shares 5,670 $1.16M 0.33% -112 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,483 shares; 2025Q1: 8,462 shares; 2025Q2: 8,588 shares; 2025Q3: 8,135 shares; 2025Q4: 8,072 shares; 2026Q1: 7,897 shares; 2026Q2: 7,672 shares 7,672 $1.16M 0.33% -225 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,085 shares; 2025Q1: 25,574 shares; 2025Q2: 19,256 shares; 2025Q3: 18,119 shares; 2025Q4: 18,264 shares; 2026Q1: 18,371 shares; 2026Q2: 21,454 shares 21,454 $1.1M 0.32% +3,083 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 32,523 shares; 2025Q2: 34,618 shares; 2025Q3: 33,822 shares; 2025Q4: 34,321 shares; 2026Q1: 32,825 shares; 2026Q2: 32,732 shares 32,732 $1.08M 0.31% -93 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: not loaded; 2024Q4: 13,745 shares; 2025Q1: 10,226 shares; 2025Q2: 11,542 shares; 2025Q3: 11,844 shares; 2025Q4: 12,239 shares; 2026Q1: 12,344 shares; 2026Q2: 12,819 shares 12,819 $1.06M 0.31% +475 Timeline FFSM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,682 shares; 2026Q1: 19,682 shares; 2026Q2: 27,662 shares 27,662 $1.06M 0.3% +7,980 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: not loaded; 2024Q4: 48,804 shares; 2025Q1: 50,270 shares; 2025Q2: 37,940 shares; 2025Q3: 37,041 shares; 2025Q4: 38,716 shares; 2026Q1: 38,986 shares; 2026Q2: 46,163 shares 46,163 $1.05M 0.3% +7,177 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,704 shares; 2025Q1: 4,062 shares; 2025Q2: 4,259 shares; 2025Q3: 4,636 shares; 2025Q4: 4,813 shares; 2026Q1: 5,892 shares; 2026Q2: 6,257 shares 6,257 $993K 0.29% +365 Timeline CGSD 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 loaded; 2024Q4: 26,387 shares; 2025Q1: 25,684 shares; 2025Q2: 29,761 shares; 2025Q3: 30,144 shares; 2025Q4: 31,040 shares; 2026Q1: 38,079 shares; 2026Q2: 38,186 shares 38,186 $983K 0.28% +107 Timeline CGMS 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 loaded; 2024Q4: 25,295 shares; 2025Q1: 23,955 shares; 2025Q2: 28,921 shares; 2025Q3: 29,398 shares; 2025Q4: 30,675 shares; 2026Q1: 35,004 shares; 2026Q2: 35,104 shares 35,104 $959K 0.28% +100 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,448 shares; 2025Q1: 7,077 shares; 2025Q2: 7,291 shares; 2025Q3: 8,017 shares; 2025Q4: 8,431 shares; 2026Q1: 11,314 shares; 2026Q2: 12,066 shares 12,066 $954K 0.27% +752 Timeline PGX 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 loaded; 2024Q4: 30,320 shares; 2025Q1: 33,706 shares; 2025Q2: 36,076 shares; 2025Q3: 41,149 shares; 2025Q4: 65,866 shares; 2026Q1: 82,550 shares; 2026Q2: 86,465 shares 86,465 $937K 0.27% +3,915 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,580 shares; 2025Q1: 7,974 shares; 2025Q2: 8,132 shares; 2025Q3: 8,347 shares; 2025Q4: 8,910 shares; 2026Q1: 8,774 shares; 2026Q2: 8,910 shares 8,910 $926K 0.27% +136 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 60,538 shares; 2025Q1: 58,648 shares; 2025Q2: 48,719 shares; 2025Q3: 46,086 shares; 2025Q4: 45,110 shares; 2026Q1: 4,882 shares; 2026Q2: 5,074 shares 5,074 $919K 0.26% +192 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,898 shares; 2025Q3: 3,568 shares; 2025Q4: 3,063 shares; 2026Q1: 2,370 shares; 2026Q2: 1,419 shares 1,419 $906K 0.26% -951 Timeline XLC 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 loaded; 2024Q4: 7,106 shares; 2025Q1: 8,238 shares; 2025Q2: 8,511 shares; 2025Q3: 8,403 shares; 2025Q4: 8,298 shares; 2026Q1: 7,978 shares; 2026Q2: 8,202 shares 8,202 $879K 0.25% +224 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,230 shares; 2025Q3: 2,962 shares; 2025Q4: 2,870 shares; 2026Q1: 2,294 shares; 2026Q2: 1,987 shares 1,987 $861K 0.25% -307 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: not loaded; 2024Q4: 7,873 shares; 2025Q1: 7,152 shares; 2025Q2: 8,380 shares; 2025Q3: 7,946 shares; 2025Q4: 6,915 shares; 2026Q1: 5,598 shares; 2026Q2: 4,775 shares 4,775 $842K 0.24% -823 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: not loaded; 2024Q4: 1,817 shares; 2025Q1: 1,803 shares; 2025Q2: 2,234 shares; 2025Q3: 2,024 shares; 2025Q4: 1,963 shares; 2026Q1: 1,705 shares; 2026Q2: 1,628 shares 1,628 $836K 0.24% -77 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,841 shares; 2025Q1: 9,982 shares; 2025Q2: 10,295 shares; 2025Q3: 9,994 shares; 2025Q4: 10,028 shares; 2026Q1: 8,135 shares; 2026Q2: 5,629 shares 5,629 $813K 0.23% -2,506 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,609 shares; 2025Q1: 2,477 shares; 2025Q2: 2,520 shares; 2025Q3: 2,793 shares; 2025Q4: 2,813 shares; 2026Q1: 2,883 shares; 2026Q2: 2,892 shares 2,892 $787K 0.23% +9 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 loaded; 2024Q4: 11,665 shares; 2025Q1: 12,820 shares; 2025Q2: 13,473 shares; 2025Q3: 13,889 shares; 2025Q4: 14,182 shares; 2026Q1: 13,988 shares; 2026Q2: 14,670 shares 14,670 $786K 0.23% +682 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,898 shares; 2025Q1: 17,974 shares; 2025Q2: 19,984 shares; 2025Q3: 19,236 shares; 2025Q4: 20,408 shares; 2026Q1: 20,418 shares; 2026Q2: 20,313 shares 20,313 $771K 0.22% -105 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: not loaded; 2024Q4: 3,355 shares; 2025Q1: 2,982 shares; 2025Q2: 2,520 shares; 2025Q3: 2,621 shares; 2025Q4: 2,740 shares; 2026Q1: 2,681 shares; 2026Q2: 3,006 shares 3,006 $763K 0.22% +325 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,034 shares; 2025Q1: 3,468 shares; 2025Q2: 3,685 shares; 2025Q3: 3,988 shares; 2025Q4: 4,294 shares; 2026Q1: 4,215 shares; 2026Q2: 4,206 shares 4,206 $755K 0.22% -9 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,218 shares; 2025Q1: 8,351 shares; 2025Q2: 8,997 shares; 2025Q3: 9,440 shares; 2025Q4: 9,884 shares; 2026Q1: 11,138 shares; 2026Q2: 11,670 shares 11,670 $736K 0.21% +532 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,085 shares; 2025Q1: 6,356 shares; 2025Q2: 6,344 shares; 2025Q3: 6,344 shares; 2025Q4: 6,325 shares; 2026Q1: 6,021 shares; 2026Q2: 6,021 shares 6,021 $731K 0.21% 0 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: not loaded; 2024Q4: 2,391 shares; 2025Q1: 2,855 shares; 2025Q2: 3,039 shares; 2025Q3: 3,257 shares; 2025Q4: 3,341 shares; 2026Q1: 3,567 shares; 2026Q2: 3,793 shares 3,793 $721K 0.21% +226 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,764 shares; 2025Q1: 6,426 shares; 2025Q2: 8,689 shares; 2025Q3: 7,919 shares; 2025Q4: 7,712 shares; 2026Q1: 8,524 shares; 2026Q2: 8,650 shares 8,650 $715K 0.21% +126 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 485 shares; 2025Q1: 492 shares; 2025Q2: 575 shares; 2025Q3: 438 shares; 2025Q4: 2,050 shares; 2026Q1: 6,346 shares; 2026Q2: 7,125 shares 7,125 $707K 0.2% +779 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: not loaded; 2024Q4: 2,687 shares; 2025Q1: 2,539 shares; 2025Q2: 3,605 shares; 2025Q3: 3,577 shares; 2025Q4: 3,559 shares; 2026Q1: 3,509 shares; 2026Q2: 3,147 shares 3,147 $686K 0.2% -362 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 loaded; 2024Q4: 2,585 shares; 2025Q1: 2,271 shares; 2025Q2: 3,525 shares; 2025Q3: 3,162 shares; 2025Q4: 3,162 shares; 2026Q1: 1,851 shares; 2026Q2: 1,851 shares 1,851 $682K 0.2% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,778 shares; 2025Q1: 16,300 shares; 2025Q2: 16,019 shares; 2025Q3: 15,049 shares; 2025Q4: 15,317 shares; 2026Q1: 13,533 shares; 2026Q2: 13,533 shares 13,533 $674K 0.19% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,785 shares; 2025Q1: 5,676 shares; 2025Q2: 7,263 shares; 2025Q3: 5,922 shares; 2025Q4: 5,592 shares; 2026Q1: 4,793 shares; 2026Q2: 4,804 shares 4,804 $672K 0.19% +11 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,043 shares; 2025Q1: 11,811 shares; 2025Q2: 12,285 shares; 2025Q3: 11,723 shares; 2025Q4: 11,738 shares; 2026Q1: 9,270 shares; 2026Q2: 8,472 shares 8,472 $657K 0.19% -798 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,210 shares 4,210 $636K 0.18% new 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: not loaded; 2024Q4: 1,353 shares; 2025Q1: 1,297 shares; 2025Q2: 1,297 shares; 2025Q3: 1,297 shares; 2025Q4: 1,297 shares; 2026Q1: 1,267 shares; 2026Q2: 1,267 shares 1,267 $634K 0.18% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,129 shares; 2025Q1: 7,123 shares; 2025Q2: 7,710 shares; 2025Q3: 8,651 shares; 2025Q4: 9,133 shares; 2026Q1: 13,288 shares; 2026Q2: 14,059 shares 14,059 $619K 0.18% +771 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 loaded; 2024Q4: 1,052 shares; 2025Q1: 986 shares; 2025Q2: 1,134 shares; 2025Q3: 826 shares; 2025Q4: 823 shares; 2026Q1: 886 shares; 2026Q2: 1,188 shares 1,188 $617K 0.18% +302 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,847 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,420 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,064 shares 2,064 $615K 0.18% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,183 shares; 2025Q1: 19,473 shares; 2025Q2: 14,856 shares; 2025Q3: 14,127 shares; 2025Q4: 14,131 shares; 2026Q1: 14,167 shares; 2026Q2: 16,039 shares 16,039 $594K 0.17% +1,872 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,249 shares; 2025Q1: 19,094 shares; 2025Q2: 19,056 shares; 2025Q3: 18,556 shares; 2025Q4: 19,020 shares; 2026Q1: 18,270 shares; 2026Q2: 18,220 shares 18,220 $582K 0.17% -50 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 loaded; 2024Q4: 6,723 shares; 2025Q1: 8,405 shares; 2025Q2: 7,664 shares; 2025Q3: 6,860 shares; 2025Q4: 8,120 shares; 2026Q1: 9,110 shares; 2026Q2: 9,249 shares 9,249 $571K 0.16% +139 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33,748 shares; 2025Q1: 38,904 shares; 2025Q2: 40,435 shares; 2025Q3: 38,220 shares; 2025Q4: 40,064 shares; 2026Q1: 40,118 shares; 2026Q2: 40,955 shares 40,955 $569K 0.16% +837 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,211 shares; 2025Q1: 4,219 shares; 2025Q2: 4,336 shares; 2025Q3: 4,054 shares; 2025Q4: 3,733 shares; 2026Q1: 3,199 shares; 2026Q2: 3,130 shares 3,130 $566K 0.16% -69 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,342 shares; 2025Q3: not reported; 2025Q4: 1,121 shares; 2026Q1: 1,013 shares; 2026Q2: 749 shares 749 $542K 0.16% -264 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,739 shares; 2025Q1: 2,184 shares; 2025Q2: 1,635 shares; 2025Q3: 1,786 shares; 2025Q4: 811 shares; 2026Q1: 913 shares; 2026Q2: 1,295 shares 1,295 $538K 0.15% +382 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,456 shares; 2025Q1: 7,205 shares; 2025Q2: 7,302 shares; 2025Q3: 6,910 shares; 2025Q4: 6,967 shares; 2026Q1: 6,756 shares; 2026Q2: 6,339 shares 6,339 $536K 0.15% -417 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,772 shares; 2025Q1: 9,542 shares; 2025Q2: 10,974 shares; 2025Q3: 11,535 shares; 2025Q4: 11,863 shares; 2026Q1: 11,994 shares; 2026Q2: 11,253 shares 11,253 $535K 0.15% -741 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 533 shares; 2025Q1: 618 shares; 2025Q2: 798 shares; 2025Q3: 832 shares; 2025Q4: 823 shares; 2026Q1: 812 shares; 2026Q2: 841 shares 841 $533K 0.15% +29 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 883 shares; 2025Q1: 1,023 shares; 2025Q2: 1,130 shares; 2025Q3: 1,017 shares; 2025Q4: 6,881 shares; 2026Q1: 7,939 shares; 2026Q2: 7,391 shares 7,391 $528K 0.15% -548 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 797 shares; 2025Q1: 918 shares; 2025Q2: 1,002 shares; 2025Q3: 1,083 shares; 2025Q4: 1,144 shares; 2026Q1: 1,366 shares; 2026Q2: 1,453 shares 1,453 $524K 0.15% +87 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 380 shares; 2025Q1: 452 shares; 2025Q2: 473 shares; 2025Q3: 484 shares; 2025Q4: 452 shares; 2026Q1: 457 shares; 2026Q2: 454 shares 454 $514K 0.15% -3 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: not loaded; 2024Q4: 3,482 shares; 2025Q1: 4,153 shares; 2025Q2: 4,192 shares; 2025Q3: 4,068 shares; 2025Q4: 3,870 shares; 2026Q1: 3,823 shares; 2026Q2: 3,785 shares 3,785 $512K 0.15% -38 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,790 shares; 2025Q1: 3,572 shares; 2025Q2: 3,572 shares; 2025Q3: 3,572 shares; 2025Q4: 3,572 shares; 2026Q1: 3,572 shares; 2026Q2: 3,273 shares 3,273 $512K 0.15% -299 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,020 shares; 2025Q2: 6,387 shares; 2025Q3: 5,507 shares; 2025Q4: 4,798 shares; 2026Q1: 4,429 shares; 2026Q2: 4,906 shares 4,906 $508K 0.15% +477 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 377 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 678 shares 678 $500K 0.14% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 594 shares; 2025Q1: 596 shares; 2025Q2: 608 shares; 2025Q3: 599 shares; 2025Q4: 579 shares; 2026Q1: 527 shares; 2026Q2: 505 shares 505 $494K 0.14% -22 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,188 shares; 2025Q1: 6,668 shares; 2025Q2: 6,793 shares; 2025Q3: 6,676 shares; 2025Q4: 6,960 shares; 2026Q1: 4,691 shares; 2026Q2: 4,748 shares 4,748 $486K 0.14% +57 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 790 shares; 2025Q3: 587 shares; 2025Q4: 405 shares; 2026Q1: 417 shares; 2026Q2: 402 shares 402 $472K 0.14% -15 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: not loaded; 2024Q4: 6,034 shares; 2025Q1: 3,770 shares; 2025Q2: 3,811 shares; 2025Q3: 3,790 shares; 2025Q4: 3,945 shares; 2026Q1: 3,671 shares; 2026Q2: 3,773 shares 3,773 $469K 0.14% +102 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: not loaded; 2024Q4: 12,315 shares; 2025Q1: 6,288 shares; 2025Q2: 6,248 shares; 2025Q3: 6,003 shares; 2025Q4: 6,295 shares; 2026Q1: 5,996 shares; 2026Q2: 6,099 shares 6,099 $467K 0.13% +103 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: not loaded; 2024Q4: 5,440 shares; 2025Q1: 6,446 shares; 2025Q2: 5,939 shares; 2025Q3: 6,111 shares; 2025Q4: 6,111 shares; 2026Q1: 5,728 shares; 2026Q2: 5,640 shares 5,640 $458K 0.13% -88 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,025 shares; 2025Q1: 1,915 shares; 2025Q2: 1,785 shares; 2025Q3: 1,973 shares; 2025Q4: 1,819 shares; 2026Q1: 1,539 shares; 2026Q2: 1,355 shares 1,355 $458K 0.13% -184 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,011 shares; 2025Q1: 1,094 shares; 2025Q2: 1,200 shares; 2025Q3: 1,347 shares; 2025Q4: 1,428 shares; 2026Q1: 1,860 shares; 2026Q2: 2,002 shares 2,002 $451K 0.13% +142 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,244 shares; 2025Q1: 3,282 shares; 2025Q2: 3,282 shares; 2025Q3: 3,213 shares; 2025Q4: 3,213 shares; 2026Q1: 2,751 shares; 2026Q2: 3,215 shares 3,215 $440K 0.13% +464 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,191 shares; 2025Q1: 5,068 shares; 2025Q2: 4,948 shares; 2025Q3: 4,901 shares; 2025Q4: 4,808 shares; 2026Q1: 4,533 shares; 2026Q2: 4,829 shares 4,829 $438K 0.13% +296 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: not loaded; 2024Q4: 3,216 shares; 2025Q1: 2,701 shares; 2025Q2: 2,517 shares; 2025Q3: 2,655 shares; 2025Q4: 2,428 shares; 2026Q1: 2,138 shares; 2026Q2: 2,078 shares 2,078 $434K 0.13% -60 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,413 shares; 2025Q1: 8,385 shares; 2025Q2: 9,059 shares; 2025Q3: 8,835 shares; 2025Q4: 8,437 shares; 2026Q1: 7,907 shares; 2026Q2: 10,043 shares 10,043 $429K 0.12% +2,136 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: not loaded; 2024Q4: 5,748 shares; 2025Q1: 6,114 shares; 2025Q2: 5,469 shares; 2025Q3: 4,312 shares; 2025Q4: 4,523 shares; 2026Q1: 4,783 shares; 2026Q2: 4,424 shares 4,424 $426K 0.12% -359 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: not loaded; 2024Q4: 2,264 shares; 2025Q1: 1,851 shares; 2025Q2: 1,863 shares; 2025Q3: 1,694 shares; 2025Q4: 1,573 shares; 2026Q1: 2,038 shares; 2026Q2: 1,414 shares 1,414 $421K 0.12% -624 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,048 shares; 2025Q1: not reported; 2025Q2: 1,130 shares; 2025Q3: 1,705 shares; 2025Q4: 1,890 shares; 2026Q1: 1,912 shares; 2026Q2: 2,186 shares 2,186 $416K 0.12% +274 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,500 shares; 2026Q2: 2,176 shares 2,176 $413K 0.12% -324 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: not loaded; 2024Q4: 3,667 shares; 2025Q1: 3,061 shares; 2025Q2: 2,952 shares; 2025Q3: 2,987 shares; 2025Q4: 3,177 shares; 2026Q1: 3,934 shares; 2026Q2: 4,246 shares 4,246 $410K 0.12% +312 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 loaded; 2024Q4: 2,128 shares; 2025Q1: 1,272 shares; 2025Q2: 1,797 shares; 2025Q3: 1,880 shares; 2025Q4: 1,885 shares; 2026Q1: 1,737 shares; 2026Q2: 1,089 shares 1,089 $407K 0.12% -648 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: not loaded; 2024Q4: 700 shares; 2025Q1: 702 shares; 2025Q2: 736 shares; 2025Q3: 722 shares; 2025Q4: 715 shares; 2026Q1: 600 shares; 2026Q2: 590 shares 590 $405K 0.12% -10 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 loaded; 2024Q4: 309 shares; 2025Q1: not reported; 2025Q2: 407 shares; 2025Q3: 291 shares; 2025Q4: not reported; 2026Q1: 215 shares; 2026Q2: 201 shares 201 $400K 0.12% -14 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 359 shares; 2025Q3: 385 shares; 2025Q4: 387 shares; 2026Q1: 344 shares; 2026Q2: 369 shares 369 $385K 0.11% +25 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 901 shares; 2025Q1: 913 shares; 2025Q2: 911 shares; 2025Q3: 930 shares; 2025Q4: 888 shares; 2026Q1: 749 shares; 2026Q2: 748 shares 748 $381K 0.11% -1 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,235 shares; 2026Q1: 1,235 shares; 2026Q2: 1,259 shares 1,259 $376K 0.11% +24 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,841 shares; 2025Q1: 4,455 shares; 2025Q2: 4,453 shares; 2025Q3: 3,988 shares; 2025Q4: 3,988 shares; 2026Q1: 3,652 shares; 2026Q2: 3,576 shares 3,576 $371K 0.11% -76 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,765 shares; 2025Q3: 1,844 shares; 2025Q4: 1,913 shares; 2026Q1: 2,594 shares; 2026Q2: 2,752 shares 2,752 $370K 0.11% +158 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $369K 0.11% new 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: not loaded; 2024Q4: 1,323 shares; 2025Q1: 1,259 shares; 2025Q2: 1,327 shares; 2025Q3: 1,281 shares; 2025Q4: 1,072 shares; 2026Q1: not reported; 2026Q2: 885 shares 885 $351K 0.1% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,169 shares; 2025Q3: 2,492 shares; 2025Q4: 3,474 shares; 2026Q1: 4,067 shares; 2026Q2: 4,865 shares 4,865 $351K 0.1% +798 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,063 shares; 2025Q1: 5,600 shares; 2025Q2: 5,432 shares; 2025Q3: 5,004 shares; 2025Q4: 3,935 shares; 2026Q1: 3,758 shares; 2026Q2: 2,860 shares 2,860 $347K 0.1% -898 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,162 shares; 2025Q1: 2,167 shares; 2025Q2: 1,793 shares; 2025Q3: 1,724 shares; 2025Q4: 1,750 shares; 2026Q1: 2,263 shares; 2026Q2: 2,211 shares 2,211 $346K 0.1% -52 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,013 shares; 2025Q1: 17,884 shares; 2025Q2: 17,884 shares; 2025Q3: 26,464 shares; 2025Q4: 20,473 shares; 2026Q1: 20,473 shares; 2026Q2: 21,274 shares 21,274 $346K 0.1% +801 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,418 shares; 2025Q1: not reported; 2025Q2: 3,175 shares; 2025Q3: 3,934 shares; 2025Q4: 4,650 shares; 2026Q1: 4,835 shares; 2026Q2: 4,720 shares 4,720 $346K 0.1% -115 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,130 shares; 2025Q1: 3,903 shares; 2025Q2: 3,815 shares; 2025Q3: 4,053 shares; 2025Q4: 3,887 shares; 2026Q1: 3,317 shares; 2026Q2: 4,651 shares 4,651 $346K 0.1% +1,334 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: not loaded; 2024Q4: 5,579 shares; 2025Q1: not reported; 2025Q2: 4,649 shares; 2025Q3: 7,826 shares; 2025Q4: 7,555 shares; 2026Q1: 6,072 shares; 2026Q2: 6,025 shares 6,025 $343K 0.1% -47 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,522 shares 1,522 $336K 0.1% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,484 shares 1,484 $332K 0.1% new Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares; 2026Q2: 50,000 shares 50,000 $330K 0.09% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,579 shares; 2025Q3: 1,579 shares; 2025Q4: 1,579 shares; 2026Q1: 1,579 shares; 2026Q2: 1,579 shares 1,579 $327K 0.09% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 530 shares; 2026Q2: 329 shares 329 $317K 0.09% -201 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,416 shares; 2025Q3: not reported; 2025Q4: 3,093 shares; 2026Q1: 3,745 shares; 2026Q2: 3,849 shares 3,849 $303K 0.09% +104 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,007 shares; 2025Q4: 1,752 shares; 2026Q1: 1,819 shares; 2026Q2: 1,785 shares 1,785 $303K 0.09% -34 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: not loaded; 2024Q4: 3,009 shares; 2025Q1: 2,804 shares; 2025Q2: 2,665 shares; 2025Q3: 2,674 shares; 2025Q4: 2,676 shares; 2026Q1: 2,689 shares; 2026Q2: 3,063 shares 3,063 $303K 0.09% +374 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: not loaded; 2024Q4: 2,714 shares; 2025Q1: 3,229 shares; 2025Q2: 3,206 shares; 2025Q3: 3,472 shares; 2025Q4: 3,221 shares; 2026Q1: 3,370 shares; 2026Q2: 2,962 shares 2,962 $303K 0.09% -408 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 loaded; 2024Q4: 2,271 shares; 2025Q1: 1,781 shares; 2025Q2: 2,176 shares; 2025Q3: 2,000 shares; 2025Q4: 1,781 shares; 2026Q1: 1,454 shares; 2026Q2: 1,123 shares 1,123 $302K 0.09% -331 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,096 shares; 2025Q1: 2,215 shares; 2025Q2: 2,496 shares; 2025Q3: 2,582 shares; 2025Q4: 2,444 shares; 2026Q1: 2,158 shares; 2026Q2: 2,547 shares 2,547 $300K 0.09% +389 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 638 shares; 2026Q2: 853 shares 853 $291K 0.08% +215 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 45,046 shares; 2025Q1: 34,314 shares; 2025Q2: 34,265 shares; 2025Q3: 33,917 shares; 2025Q4: 29,071 shares; 2026Q1: 29,115 shares; 2026Q2: 9,473 shares 9,473 $288K 0.08% -19,642 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,534 shares; 2025Q1: 5,468 shares; 2025Q2: 5,429 shares; 2025Q3: 5,358 shares; 2025Q4: 6,437 shares; 2026Q1: 7,113 shares; 2026Q2: 6,779 shares 6,779 $287K 0.08% -334 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,457 shares; 2025Q2: 1,520 shares; 2025Q3: 1,398 shares; 2025Q4: 1,206 shares; 2026Q1: 1,089 shares; 2026Q2: 1,308 shares 1,308 $283K 0.08% +219 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 649 shares 649 $280K 0.08% new 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: not loaded; 2024Q4: 3,848 shares; 2025Q1: 6,363 shares; 2025Q2: 7,283 shares; 2025Q3: 4,591 shares; 2025Q4: 4,818 shares; 2026Q1: 5,173 shares; 2026Q2: 3,519 shares 3,519 $275K 0.08% -1,654 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,399 shares; 2026Q1: 2,543 shares; 2026Q2: 2,171 shares 2,171 $274K 0.08% -372 Timeline STPZ 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 loaded; 2024Q4: 8,614 shares; 2025Q1: 7,731 shares; 2025Q2: 5,726 shares; 2025Q3: 5,134 shares; 2025Q4: 5,134 shares; 2026Q1: 5,134 shares; 2026Q2: 5,093 shares 5,093 $272K 0.08% -41 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,861 shares; 2025Q3: 2,524 shares; 2025Q4: 2,428 shares; 2026Q1: 3,024 shares; 2026Q2: 2,881 shares 2,881 $266K 0.08% -143 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 566 shares; 2025Q1: 536 shares; 2025Q2: 694 shares; 2025Q3: 1,011 shares; 2025Q4: 1,052 shares; 2026Q1: 1,042 shares; 2026Q2: 682 shares 682 $264K 0.08% -360 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,956 shares; 2025Q3: 4,593 shares; 2025Q4: 4,814 shares; 2026Q1: 5,744 shares; 2026Q2: 3,844 shares 3,844 $263K 0.08% -1,900 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,755 shares; 2025Q1: 1,651 shares; 2025Q2: 1,896 shares; 2025Q3: 1,735 shares; 2025Q4: 1,544 shares; 2026Q1: 1,417 shares; 2026Q2: 1,305 shares 1,305 $262K 0.08% -112 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,352 shares; 2025Q1: 2,601 shares; 2025Q2: 2,651 shares; 2025Q3: 2,660 shares; 2025Q4: 2,190 shares; 2026Q1: 2,661 shares; 2026Q2: 3,640 shares 3,640 $262K 0.08% +979 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 loaded; 2024Q4: 1,205 shares; 2025Q1: 1,205 shares; 2025Q2: 1,205 shares; 2025Q3: 1,205 shares; 2025Q4: 1,205 shares; 2026Q1: 1,094 shares; 2026Q2: 1,065 shares 1,065 $258K 0.07% -29 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,327 shares; 2025Q1: 5,330 shares; 2025Q2: 6,906 shares; 2025Q3: 7,146 shares; 2025Q4: 5,539 shares; 2026Q1: 5,791 shares; 2026Q2: 6,259 shares 6,259 $257K 0.07% +468 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 981 shares; 2025Q1: 945 shares; 2025Q2: 1,200 shares; 2025Q3: 816 shares; 2025Q4: 773 shares; 2026Q1: 856 shares; 2026Q2: 925 shares 925 $255K 0.07% +69 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,363 shares; 2025Q3: 1,363 shares; 2025Q4: 1,363 shares; 2026Q1: 1,363 shares; 2026Q2: 1,363 shares 1,363 $252K 0.07% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,143 shares; 2025Q1: not reported; 2025Q2: 1,882 shares; 2025Q3: 1,824 shares; 2025Q4: 1,876 shares; 2026Q1: 1,799 shares; 2026Q2: 9,142 shares 9,142 $251K 0.07% +7,343 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 384 shares; 2026Q1: 393 shares; 2026Q2: 432 shares 432 $249K 0.07% +39 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,554 shares 2,554 $245K 0.07% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,772 shares 1,772 $244K 0.07% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,250 shares; 2025Q1: 1,287 shares; 2025Q2: 1,230 shares; 2025Q3: 1,347 shares; 2025Q4: 1,399 shares; 2026Q1: 1,344 shares; 2026Q2: 1,115 shares 1,115 $244K 0.07% -229 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,711 shares 1,711 $239K 0.07% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,260 shares; 2025Q3: 2,498 shares; 2025Q4: not reported; 2026Q1: 1,959 shares; 2026Q2: 1,833 shares 1,833 $238K 0.07% -126 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,645 shares; 2025Q3: 2,645 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,645 shares 2,645 $238K 0.07% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 920 shares 920 $235K 0.07% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 884 shares; 2025Q1: not reported; 2025Q2: 785 shares; 2025Q3: 677 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 740 shares 740 $235K 0.07% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 850 shares; 2025Q2: 810 shares; 2025Q3: 804 shares; 2025Q4: 905 shares; 2026Q1: 862 shares; 2026Q2: 824 shares 824 $233K 0.07% -38 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,994 shares; 2025Q1: 4,115 shares; 2025Q2: 4,825 shares; 2025Q3: 4,778 shares; 2025Q4: 4,468 shares; 2026Q1: 3,790 shares; 2026Q2: 2,509 shares 2,509 $230K 0.07% -1,281 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,303 shares 3,303 $225K 0.06% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,484 shares; 2026Q1: 3,732 shares; 2026Q2: 3,557 shares 3,557 $224K 0.06% -175 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,590 shares; 2025Q1: 1,439 shares; 2025Q2: 1,815 shares; 2025Q3: 1,280 shares; 2025Q4: 1,197 shares; 2026Q1: 1,157 shares; 2026Q2: 892 shares 892 $213K 0.06% -265 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 435 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 408 shares 408 $203K 0.06% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 949 shares; 2025Q3: 926 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 717 shares 717 $201K 0.06% new Timeline FTOH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,310 shares; 2026Q1: 11,310 shares; 2026Q2: 11,310 shares 11,310 $95.9K 0.03% 0 Timeline