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: 120,112 shares; 2024Q4: 123,047 shares; 2025Q1: 249,022 shares; 2025Q2: 120,451 shares; 2025Q3: 136,191 shares; 2025Q4: 139,365 shares; 2026Q1: 138,703 shares; 2026Q2: 140,626 shares 140,626 $96.6M 18.33% +1,923 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: 7,412 shares; 2024Q4: 14,999 shares; 2025Q1: 35,302 shares; 2025Q2: 27,421 shares; 2025Q3: 34,354 shares; 2025Q4: 41,218 shares; 2026Q1: 47,335 shares; 2026Q2: 62,470 shares 62,470 $46.8M 8.88% +15,135 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,960 shares; 2024Q4: 30,437 shares; 2025Q1: 149,576 shares; 2025Q2: 83,601 shares; 2025Q3: 100,249 shares; 2025Q4: 127,757 shares; 2026Q1: 134,014 shares; 2026Q2: 248,506 shares 248,506 $29.1M 5.52% +114,492 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: not reported; 2024Q4: not reported; 2025Q1: 60,222 shares; 2025Q2: 43,972 shares; 2025Q3: 116,943 shares; 2025Q4: 146,481 shares; 2026Q1: 263,252 shares; 2026Q2: 349,358 shares 349,358 $16.1M 3.05% +86,106 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: 42,408 shares; 2024Q4: 42,665 shares; 2025Q1: 84,522 shares; 2025Q2: 40,437 shares; 2025Q3: 42,320 shares; 2025Q4: 43,162 shares; 2026Q1: 33,603 shares; 2026Q2: 171,347 shares 171,347 $14.8M 2.8% +137,744 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,664 shares; 2025Q2: 30,643 shares; 2025Q3: 52,280 shares; 2025Q4: 65,349 shares; 2026Q1: 129,266 shares; 2026Q2: 129,837 shares 129,837 $13.1M 2.48% +571 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 89,948 shares; 2025Q4: 207,327 shares; 2026Q1: 327,205 shares; 2026Q2: 456,973 shares 456,973 $12.4M 2.36% +129,768 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: 31,354 shares; 2024Q4: 46,331 shares; 2025Q1: 149,780 shares; 2025Q2: 94,886 shares; 2025Q3: 130,350 shares; 2025Q4: 146,694 shares; 2026Q1: 113,280 shares; 2026Q2: 128,146 shares 128,146 $12.4M 2.35% +14,866 Timeline SPIB 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: 119,758 shares; 2024Q4: 197,904 shares; 2025Q1: 431,626 shares; 2025Q2: 264,848 shares; 2025Q3: 279,992 shares; 2025Q4: 303,842 shares; 2026Q1: 299,800 shares; 2026Q2: 303,236 shares 303,236 $10.1M 1.93% +3,436 Timeline XNTK 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: 12,798 shares; 2024Q4: 13,192 shares; 2025Q1: 26,746 shares; 2025Q2: 12,976 shares; 2025Q3: 18,912 shares; 2025Q4: 20,823 shares; 2026Q1: 24,013 shares; 2026Q2: 24,801 shares 24,801 $9.69M 1.84% +788 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: 21,028 shares; 2024Q4: 27,243 shares; 2025Q1: 71,260 shares; 2025Q2: 59,211 shares; 2025Q3: 86,261 shares; 2025Q4: 106,797 shares; 2026Q1: 137,451 shares; 2026Q2: 133,709 shares 133,709 $9.09M 1.73% -3,742 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: 34,725 shares; 2024Q4: 59,874 shares; 2025Q1: 86,560 shares; 2025Q2: 57,444 shares; 2025Q3: 95,829 shares; 2025Q4: 128,914 shares; 2026Q1: 169,968 shares; 2026Q2: 191,311 shares 191,311 $8.83M 1.68% +21,343 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,782 shares; 2025Q2: 49,380 shares; 2025Q3: 83,281 shares; 2025Q4: 112,802 shares; 2026Q1: 151,824 shares; 2026Q2: 172,412 shares 172,412 $8.74M 1.66% +20,588 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: 7,761 shares; 2024Q4: 5,696 shares; 2025Q1: 5,522 shares; 2025Q2: 5,784 shares; 2025Q3: 6,001 shares; 2025Q4: 15,434 shares; 2026Q1: 110,860 shares; 2026Q2: 98,639 shares 98,639 $8.17M 1.55% -12,221 Timeline GMUB 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: 79,638 shares; 2025Q4: 136,311 shares; 2026Q1: 142,234 shares; 2026Q2: 157,167 shares 157,167 $8.08M 1.53% +14,933 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: 21,028 shares; 2024Q4: 20,229 shares; 2025Q1: 50,632 shares; 2025Q2: 25,522 shares; 2025Q3: 27,897 shares; 2025Q4: 28,708 shares; 2026Q1: 30,040 shares; 2026Q2: 35,499 shares 35,499 $7.1M 1.35% +5,459 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: 16,089 shares; 2024Q4: 16,712 shares; 2025Q1: 33,524 shares; 2025Q2: 16,902 shares; 2025Q3: 16,983 shares; 2025Q4: 17,278 shares; 2026Q1: 17,143 shares; 2026Q2: 18,558 shares 18,558 $6.63M 1.26% +1,415 Timeline VCRB 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: 99,801 shares; 2024Q4: 98,066 shares; 2025Q1: 178,106 shares; 2025Q2: 88,855 shares; 2025Q3: 87,439 shares; 2025Q4: 85,560 shares; 2026Q1: 84,773 shares; 2026Q2: 81,634 shares 81,634 $6.3M 1.2% -3,139 Timeline SPRX LISTED FDS TR More: the full row for LISTED FDS 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: 66,660 shares; 2026Q2: 107,873 shares 107,873 $6.25M 1.19% +41,213 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 75,000 shares; 2025Q1: 150,000 shares; 2025Q2: 75,000 shares; 2025Q3: 75,000 shares; 2025Q4: 75,000 shares; 2026Q1: 75,000 shares; 2026Q2: 75,000 shares 75,000 $6.11M 1.16% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,019 shares; 2024Q4: 15,381 shares; 2025Q1: 30,586 shares; 2025Q2: 15,625 shares; 2025Q3: 15,547 shares; 2025Q4: 17,211 shares; 2026Q1: 18,211 shares; 2026Q2: 20,356 shares 20,356 $5.89M 1.12% +2,145 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: 23,006 shares; 2024Q4: 26,006 shares; 2025Q1: 57,640 shares; 2025Q2: 36,334 shares; 2025Q3: 50,908 shares; 2025Q4: 65,184 shares; 2026Q1: 84,529 shares; 2026Q2: 256,039 shares 256,039 $5.83M 1.11% +171,510 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: 10,569 shares; 2024Q4: 11,791 shares; 2025Q1: 28,432 shares; 2025Q2: 14,237 shares; 2025Q3: 14,324 shares; 2025Q4: 12,878 shares; 2026Q1: 12,913 shares; 2026Q2: 13,364 shares 13,364 $5.62M 1.07% +451 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: 9,948 shares; 2024Q4: 10,271 shares; 2025Q1: 20,692 shares; 2025Q2: 10,366 shares; 2025Q3: 10,643 shares; 2025Q4: 11,080 shares; 2026Q1: 12,245 shares; 2026Q2: 13,714 shares 13,714 $5.12M 0.97% +1,469 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: 13,133 shares; 2024Q4: 12,254 shares; 2025Q1: 22,310 shares; 2025Q2: 9,950 shares; 2025Q3: 6,595 shares; 2025Q4: 9,751 shares; 2026Q1: 9,313 shares; 2026Q2: 9,910 shares 9,910 $4.96M 0.94% +597 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: 14,147 shares; 2024Q4: 14,257 shares; 2025Q1: 28,090 shares; 2025Q2: 14,235 shares; 2025Q3: 15,007 shares; 2025Q4: 15,580 shares; 2026Q1: 18,349 shares; 2026Q2: 19,652 shares 19,652 $4.68M 0.89% +1,303 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66,198 shares; 2025Q4: 83,229 shares; 2026Q1: 101,425 shares; 2026Q2: 85,353 shares 85,353 $4.5M 0.85% -16,072 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,428 shares; 2025Q3: 81,895 shares; 2025Q4: 101,492 shares; 2026Q1: 100,604 shares; 2026Q2: 103,766 shares 103,766 $4.11M 0.78% +3,162 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,597 shares; 2026Q1: 13,780 shares; 2026Q2: 13,923 shares 13,923 $3.79M 0.72% +143 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: 51,717 shares; 2024Q4: 142,791 shares; 2025Q1: 266,142 shares; 2025Q2: 131,035 shares; 2025Q3: 133,851 shares; 2025Q4: 133,333 shares; 2026Q1: 125,148 shares; 2026Q2: 124,445 shares 124,445 $3.66M 0.7% -703 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,152 shares; 2026Q2: 10,568 shares 10,568 $3.62M 0.69% -2,584 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: 11,437 shares; 2024Q4: 11,283 shares; 2025Q1: 22,096 shares; 2025Q2: 9,660 shares; 2025Q3: 9,435 shares; 2025Q4: 9,433 shares; 2026Q1: 9,754 shares; 2026Q2: 9,413 shares 9,413 $3.48M 0.66% -341 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: 15,984 shares; 2024Q4: 15,208 shares; 2025Q1: 30,012 shares; 2025Q2: 10,567 shares; 2025Q3: 6,683 shares; 2025Q4: 7,172 shares; 2026Q1: 7,093 shares; 2026Q2: 7,898 shares 7,898 $2.98M 0.57% +805 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: 9,937 shares; 2024Q4: 9,753 shares; 2025Q1: 9,980 shares; 2025Q2: 10,041 shares; 2025Q3: 9,870 shares; 2025Q4: 9,364 shares; 2026Q1: 8,788 shares; 2026Q2: 9,032 shares 9,032 $2.96M 0.56% +244 Timeline ATCL REX ETF TR More: the full row for REX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,441 shares; 2026Q2: 112,639 shares 112,639 $2.8M 0.53% +67,198 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55,231 shares 55,231 $2.78M 0.53% new Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,346 shares; 2025Q3: 59,887 shares; 2025Q4: 72,105 shares; 2026Q1: 88,874 shares; 2026Q2: 64,037 shares 64,037 $2.76M 0.52% -24,837 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 86,321 shares 86,321 $2.74M 0.52% new 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: 23,877 shares; 2024Q4: 23,578 shares; 2025Q1: 45,774 shares; 2025Q2: 22,633 shares; 2025Q3: 22,706 shares; 2025Q4: 21,641 shares; 2026Q1: 20,571 shares; 2026Q2: 20,802 shares 20,802 $2.36M 0.45% +231 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,907 shares; 2024Q4: 27,728 shares; 2025Q1: 53,426 shares; 2025Q2: 25,613 shares; 2025Q3: 25,022 shares; 2025Q4: 24,326 shares; 2026Q1: 22,465 shares; 2026Q2: 25,669 shares 25,669 $2.26M 0.43% +3,204 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,457 shares; 2025Q2: 9,247 shares; 2025Q3: 16,036 shares; 2025Q4: 21,589 shares; 2026Q1: 20,085 shares; 2026Q2: 22,193 shares 22,193 $2.23M 0.42% +2,108 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,454 shares; 2024Q4: 1,510 shares; 2025Q1: 1,675 shares; 2025Q2: 1,739 shares; 2025Q3: 2,072 shares; 2025Q4: 2,803 shares; 2026Q1: 3,661 shares; 2026Q2: 3,916 shares 3,916 $2.21M 0.42% +255 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: 15,382 shares; 2024Q4: 15,566 shares; 2025Q1: 32,608 shares; 2025Q2: 16,546 shares; 2025Q3: 21,082 shares; 2025Q4: 19,547 shares; 2026Q1: 17,316 shares; 2026Q2: 17,971 shares 17,971 $2.11M 0.4% +655 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 881 shares; 2026Q2: 1,716 shares 1,716 $1.98M 0.38% +835 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: 6,670 shares; 2024Q4: 6,629 shares; 2025Q1: 6,459 shares; 2025Q2: 6,413 shares; 2025Q3: 5,437 shares; 2025Q4: 5,505 shares; 2026Q1: 5,381 shares; 2026Q2: 5,470 shares 5,470 $1.88M 0.36% +89 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,867 shares; 2025Q3: 44,805 shares; 2025Q4: 49,322 shares; 2026Q1: 51,373 shares; 2026Q2: 21,027 shares 21,027 $1.86M 0.35% -30,346 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 3,804 shares 3,804 $1.84M 0.35% new 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: 24,259 shares; 2024Q4: 29,930 shares; 2025Q1: 62,030 shares; 2025Q2: 30,866 shares; 2025Q3: 31,673 shares; 2025Q4: 27,917 shares; 2026Q1: 24,273 shares; 2026Q2: 23,752 shares 23,752 $1.77M 0.34% -521 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: 2,760 shares; 2025Q3: 2,823 shares; 2025Q4: 2,834 shares; 2026Q1: 2,570 shares; 2026Q2: 2,865 shares 2,865 $1.66M 0.32% +295 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: 355 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 328 shares; 2025Q3: 2,179 shares; 2025Q4: 2,245 shares; 2026Q1: 2,224 shares; 2026Q2: 2,222 shares 2,222 $1.66M 0.31% -2 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 354 shares; 2025Q3: 298 shares; 2025Q4: 766 shares; 2026Q1: 1,248 shares; 2026Q2: 1,379 shares 1,379 $1.65M 0.31% +131 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,558 shares; 2026Q2: 18,481 shares 18,481 $1.64M 0.31% +2,923 Timeline BRK-A 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 reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.28% 0 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: 1,135 shares; 2025Q1: 1,288 shares; 2025Q2: 1,300 shares; 2025Q3: 1,485 shares; 2025Q4: 1,530 shares; 2026Q1: 1,458 shares; 2026Q2: 1,472 shares 1,472 $1.49M 0.28% +14 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,364 shares 29,364 $1.48M 0.28% new 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: 8,602 shares; 2024Q4: 8,489 shares; 2025Q1: 8,520 shares; 2025Q2: 8,400 shares; 2025Q3: 6,426 shares; 2025Q4: 11,807 shares; 2026Q1: 16,175 shares; 2026Q2: 16,647 shares 16,647 $1.46M 0.28% +472 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: 8,382 shares; 2024Q4: 7,542 shares; 2025Q1: 8,624 shares; 2025Q2: 9,211 shares; 2025Q3: 11,842 shares; 2025Q4: 11,113 shares; 2026Q1: 10,412 shares; 2026Q2: 11,335 shares 11,335 $1.46M 0.28% +923 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51,508 shares 51,508 $1.44M 0.27% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,971 shares; 2024Q4: 4,998 shares; 2025Q1: 5,317 shares; 2025Q2: 5,376 shares; 2025Q3: 5,548 shares; 2025Q4: 5,228 shares; 2026Q1: 4,862 shares; 2026Q2: 5,123 shares 5,123 $1.38M 0.26% +261 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: 13,275 shares; 2024Q4: 8,548 shares; 2025Q1: 6,815 shares; 2025Q2: 2,771 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,915 shares 9,915 $1.36M 0.26% new Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,762 shares 36,762 $1.35M 0.26% new 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: 7,750 shares; 2024Q4: 7,757 shares; 2025Q1: 7,410 shares; 2025Q2: 7,130 shares; 2025Q3: 7,142 shares; 2025Q4: 16,025 shares; 2026Q1: 24,182 shares; 2026Q2: 22,731 shares 22,731 $1.3M 0.25% -1,451 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: 5,147 shares; 2024Q4: 20,716 shares; 2025Q1: 40,058 shares; 2025Q2: 21,211 shares; 2025Q3: 40,968 shares; 2025Q4: 21,287 shares; 2026Q1: 34,148 shares; 2026Q2: 36,739 shares 36,739 $1.24M 0.24% +2,591 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,813 shares; 2024Q4: 11,076 shares; 2025Q1: 23,992 shares; 2025Q2: 12,382 shares; 2025Q3: 14,516 shares; 2025Q4: 13,484 shares; 2026Q1: 13,405 shares; 2026Q2: 14,269 shares 14,269 $1.24M 0.24% +864 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: not reported; 2025Q4: 1,569 shares; 2026Q1: 2,935 shares; 2026Q2: 3,258 shares 3,258 $1.22M 0.23% +323 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,053 shares; 2026Q1: 8,041 shares; 2026Q2: 32,726 shares 32,726 $1.21M 0.23% +24,685 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,866 shares; 2024Q4: 21,278 shares; 2025Q1: 35,462 shares; 2025Q2: 18,189 shares; 2025Q3: 18,010 shares; 2025Q4: 19,513 shares; 2026Q1: 17,591 shares; 2026Q2: 16,266 shares 16,266 $1.16M 0.22% -1,325 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,369 shares; 2026Q1: 4,091 shares; 2026Q2: 4,532 shares 4,532 $1.15M 0.22% +441 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: 7,229 shares; 2024Q4: 7,030 shares; 2025Q1: 7,083 shares; 2025Q2: 6,944 shares; 2025Q3: 7,480 shares; 2025Q4: 6,970 shares; 2026Q1: 6,070 shares; 2026Q2: 6,255 shares 6,255 $1.13M 0.21% +185 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: 352 shares; 2024Q4: 352 shares; 2025Q1: 356 shares; 2025Q2: 283 shares; 2025Q3: 279 shares; 2025Q4: 289 shares; 2026Q1: 320 shares; 2026Q2: 3,729 shares 3,729 $1.13M 0.21% +3,409 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,621 shares; 2024Q4: 5,768 shares; 2025Q1: 6,318 shares; 2025Q2: 6,418 shares; 2025Q3: 7,064 shares; 2025Q4: 6,145 shares; 2026Q1: 6,492 shares; 2026Q2: 7,382 shares 7,382 $1.08M 0.21% +890 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,027 shares; 2024Q4: 17,839 shares; 2025Q1: 38,620 shares; 2025Q2: 19,381 shares; 2025Q3: 20,328 shares; 2025Q4: 17,199 shares; 2026Q1: 14,425 shares; 2026Q2: 14,971 shares 14,971 $1.08M 0.2% +546 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,783 shares; 2024Q4: 10,080 shares; 2025Q1: 23,042 shares; 2025Q2: 11,882 shares; 2025Q3: 13,224 shares; 2025Q4: 11,853 shares; 2026Q1: 9,970 shares; 2026Q2: 9,885 shares 9,885 $1.07M 0.2% -85 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: 2,049 shares; 2024Q4: 1,898 shares; 2025Q1: 1,872 shares; 2025Q2: 2,018 shares; 2025Q3: 2,101 shares; 2025Q4: 2,236 shares; 2026Q1: 2,311 shares; 2026Q2: 12,097 shares 12,097 $1.06M 0.2% +9,786 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY 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: 17,087 shares; 2026Q1: 18,253 shares; 2026Q2: 19,081 shares 19,081 $1.06M 0.2% +828 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,062 shares; 2026Q2: 4,803 shares 4,803 $1.02M 0.19% -4,259 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,046 shares; 2024Q4: 23,896 shares; 2025Q1: 49,702 shares; 2025Q2: 26,621 shares; 2025Q3: 24,402 shares; 2025Q4: 25,503 shares; 2026Q1: 23,758 shares; 2026Q2: 23,932 shares 23,932 $1.01M 0.19% +174 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: 4,063 shares; 2024Q4: 4,206 shares; 2025Q1: 4,696 shares; 2025Q2: 4,863 shares; 2025Q3: 5,184 shares; 2025Q4: 4,733 shares; 2026Q1: 3,960 shares; 2026Q2: 4,016 shares 4,016 $1.01M 0.19% +56 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,210 shares; 2024Q4: 18,685 shares; 2025Q1: 36,498 shares; 2025Q2: 18,159 shares; 2025Q3: 35,470 shares; 2025Q4: 18,157 shares; 2026Q1: 33,584 shares; 2026Q2: 30,370 shares 30,370 $963K 0.18% -3,214 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: 5,582 shares; 2024Q4: 5,577 shares; 2025Q1: 5,662 shares; 2025Q2: 5,894 shares; 2025Q3: 6,625 shares; 2025Q4: 6,371 shares; 2026Q1: 6,090 shares; 2026Q2: 5,804 shares 5,804 $962K 0.18% -286 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: 2,090 shares; 2024Q4: 2,024 shares; 2025Q1: 2,355 shares; 2025Q2: 2,359 shares; 2025Q3: 2,594 shares; 2025Q4: 2,440 shares; 2026Q1: 1,826 shares; 2026Q2: 1,877 shares 1,877 $956K 0.18% +51 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,222 shares; 2024Q4: 51,920 shares; 2025Q1: 105,086 shares; 2025Q2: 53,273 shares; 2025Q3: 55,919 shares; 2025Q4: 51,974 shares; 2026Q1: 45,186 shares; 2026Q2: 45,330 shares 45,330 $938K 0.18% +144 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,235 shares; 2024Q4: 1,221 shares; 2025Q1: 1,194 shares; 2025Q2: 1,191 shares; 2025Q3: 1,146 shares; 2025Q4: 1,130 shares; 2026Q1: 979 shares; 2026Q2: 991 shares 991 $927K 0.18% +12 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,271 shares; 2024Q4: 2,240 shares; 2025Q1: 2,254 shares; 2025Q2: 2,272 shares; 2025Q3: 2,192 shares; 2025Q4: 2,155 shares; 2026Q1: 2,002 shares; 2026Q2: 1,724 shares 1,724 $886K 0.17% -278 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,518 shares; 2024Q4: 6,564 shares; 2025Q1: 7,690 shares; 2025Q2: 7,768 shares; 2025Q3: 8,335 shares; 2025Q4: 9,565 shares; 2026Q1: 9,001 shares; 2026Q2: 9,082 shares 9,082 $869K 0.17% +81 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: 7,713 shares; 2024Q4: 6,376 shares; 2025Q1: 7,408 shares; 2025Q2: 7,651 shares; 2025Q3: 8,836 shares; 2025Q4: 8,222 shares; 2026Q1: 7,669 shares; 2026Q2: 6,285 shares 6,285 $851K 0.16% -1,384 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,585 shares; 2024Q4: 43,783 shares; 2025Q1: 111,622 shares; 2025Q2: 57,146 shares; 2025Q3: 71,103 shares; 2025Q4: 63,379 shares; 2026Q1: 51,607 shares; 2026Q2: 50,568 shares 50,568 $836K 0.16% -1,039 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,386 shares; 2024Q4: 3,138 shares; 2025Q1: 4,037 shares; 2025Q2: 4,167 shares; 2025Q3: 4,981 shares; 2025Q4: 4,373 shares; 2026Q1: 3,394 shares; 2026Q2: 3,202 shares 3,202 $834K 0.16% -192 Timeline DFVX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,239 shares; 2024Q4: 13,854 shares; 2025Q1: 21,152 shares; 2025Q2: 10,583 shares; 2025Q3: 11,029 shares; 2025Q4: 10,935 shares; 2026Q1: 10,485 shares; 2026Q2: 10,022 shares 10,022 $824K 0.16% -463 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,243 shares; 2024Q4: 11,646 shares; 2025Q1: 21,994 shares; 2025Q2: 9,815 shares; 2025Q3: 9,744 shares; 2025Q4: 9,731 shares; 2026Q1: 8,858 shares; 2026Q2: 6,872 shares 6,872 $818K 0.16% -1,986 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,316 shares; 2025Q3: 23,038 shares; 2025Q4: 6,873 shares; 2026Q1: 23,689 shares; 2026Q2: 23,344 shares 23,344 $813K 0.15% -345 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,297 shares; 2025Q1: 159,404 shares; 2025Q2: 10,868 shares; 2025Q3: 35,084 shares; 2025Q4: 281,872 shares; 2026Q1: 45,942 shares; 2026Q2: 39,373 shares 39,373 $802K 0.15% -6,569 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: 1,810 shares; 2024Q4: 1,812 shares; 2025Q1: 1,751 shares; 2025Q2: 1,712 shares; 2025Q3: 1,636 shares; 2025Q4: 1,586 shares; 2026Q1: 1,535 shares; 2026Q2: 1,585 shares 1,585 $795K 0.15% +50 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,819 shares; 2024Q4: 17,928 shares; 2025Q1: 38,190 shares; 2025Q2: 20,792 shares; 2025Q3: 22,509 shares; 2025Q4: 20,040 shares; 2026Q1: 16,663 shares; 2026Q2: 16,584 shares 16,584 $791K 0.15% -79 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,825 shares; 2026Q1: 4,880 shares; 2026Q2: 5,085 shares 5,085 $775K 0.15% +205 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,894 shares; 2024Q4: 3,719 shares; 2025Q1: 3,567 shares; 2025Q2: 3,842 shares; 2025Q3: 3,777 shares; 2025Q4: 4,065 shares; 2026Q1: 4,246 shares; 2026Q2: 4,599 shares 4,599 $752K 0.14% +353 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: 2,278 shares; 2024Q4: 2,215 shares; 2025Q1: 2,245 shares; 2025Q2: 2,157 shares; 2025Q3: 1,665 shares; 2025Q4: 1,612 shares; 2026Q1: 1,493 shares; 2026Q2: 1,493 shares 1,493 $733K 0.14% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,876 shares; 2026Q1: not reported; 2026Q2: 5,139 shares 5,139 $718K 0.14% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 581 shares; 2026Q2: 743 shares 743 $717K 0.14% +162 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,881 shares; 2024Q4: 13,070 shares; 2025Q1: 30,782 shares; 2025Q2: 15,511 shares; 2025Q3: 17,400 shares; 2025Q4: 15,778 shares; 2026Q1: 13,563 shares; 2026Q2: 13,744 shares 13,744 $713K 0.14% +181 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,815 shares; 2024Q4: 1,625 shares; 2025Q1: 1,613 shares; 2025Q2: 1,613 shares; 2025Q3: 1,613 shares; 2025Q4: 1,541 shares; 2026Q1: 1,377 shares; 2026Q2: 5,508 shares 5,508 $684K 0.13% +4,131 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,550 shares; 2024Q4: 4,550 shares; 2025Q1: 3,943 shares; 2025Q2: 4,562 shares; 2025Q3: 3,999 shares; 2025Q4: 5,014 shares; 2026Q1: 6,068 shares; 2026Q2: 6,624 shares 6,624 $668K 0.13% +556 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,477 shares; 2025Q4: 4,064 shares; 2026Q1: 3,564 shares; 2026Q2: 3,664 shares 3,664 $658K 0.12% +100 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,661 shares; 2024Q4: 19,222 shares; 2025Q1: 40,760 shares; 2025Q2: 21,215 shares; 2025Q3: 22,383 shares; 2025Q4: 15,434 shares; 2026Q1: 16,011 shares; 2026Q2: 17,171 shares 17,171 $654K 0.12% +1,160 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,182 shares; 2026Q1: 2,985 shares; 2026Q2: 4,565 shares 4,565 $639K 0.12% +1,580 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,188 shares; 2024Q4: 6,206 shares; 2025Q1: 6,074 shares; 2025Q2: 5,797 shares; 2025Q3: 5,568 shares; 2025Q4: 5,570 shares; 2026Q1: 4,435 shares; 2026Q2: 3,731 shares 3,731 $635K 0.12% -704 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: 1,479 shares; 2024Q4: 709 shares; 2025Q1: 709 shares; 2025Q2: not reported; 2025Q3: 234 shares; 2025Q4: 314 shares; 2026Q1: 316 shares; 2026Q2: 316 shares 316 $629K 0.12% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,544 shares; 2024Q4: 10,624 shares; 2025Q1: 20,898 shares; 2025Q2: 9,818 shares; 2025Q3: 10,068 shares; 2025Q4: 10,128 shares; 2026Q1: 8,312 shares; 2026Q2: 7,771 shares 7,771 $621K 0.12% -541 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,169 shares; 2025Q1: 3,305 shares; 2025Q2: 3,473 shares; 2025Q3: 4,843 shares; 2025Q4: 4,992 shares; 2026Q1: 4,871 shares; 2026Q2: 5,321 shares 5,321 $621K 0.12% +450 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,336 shares; 2024Q4: 3,272 shares; 2025Q1: 3,185 shares; 2025Q2: 3,131 shares; 2025Q3: 3,172 shares; 2025Q4: 3,243 shares; 2026Q1: 3,158 shares; 2026Q2: 3,097 shares 3,097 $612K 0.12% -61 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: 2,597 shares; 2024Q4: 2,545 shares; 2025Q1: 2,447 shares; 2025Q2: 2,480 shares; 2025Q3: 2,400 shares; 2025Q4: 2,448 shares; 2026Q1: 2,279 shares; 2026Q2: 1,970 shares 1,970 $603K 0.11% -309 Timeline SCHK 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: 8,131 shares; 2024Q4: 16,313 shares; 2025Q1: 32,726 shares; 2025Q2: 16,410 shares; 2025Q3: 16,457 shares; 2025Q4: 16,507 shares; 2026Q1: 16,555 shares; 2026Q2: 16,598 shares 16,598 $599K 0.11% +43 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,134 shares; 2024Q4: 3,013 shares; 2025Q1: 2,873 shares; 2025Q2: 2,698 shares; 2025Q3: 3,821 shares; 2025Q4: 2,691 shares; 2026Q1: 3,720 shares; 2026Q2: 3,635 shares 3,635 $598K 0.11% -85 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 54,761 shares 54,761 $597K 0.11% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,961 shares; 2024Q4: 4,762 shares; 2025Q1: 4,736 shares; 2025Q2: 4,253 shares; 2025Q3: 4,042 shares; 2025Q4: 3,893 shares; 2026Q1: 3,518 shares; 2026Q2: 3,540 shares 3,540 $594K 0.11% +22 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: 6,414 shares; 2024Q4: 8,341 shares; 2025Q1: 24,910 shares; 2025Q2: 22,022 shares; 2025Q3: 24,668 shares; 2025Q4: 29,279 shares; 2026Q1: 17,210 shares; 2026Q2: 2,633 shares 2,633 $578K 0.11% -14,577 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,448 shares; 2024Q4: 30,839 shares; 2025Q1: 69,618 shares; 2025Q2: 35,371 shares; 2025Q3: 39,807 shares; 2025Q4: 35,386 shares; 2026Q1: 30,254 shares; 2026Q2: 30,605 shares 30,605 $567K 0.11% +351 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: 17,205 shares; 2024Q4: 16,051 shares; 2025Q1: 30,928 shares; 2025Q2: 10,676 shares; 2025Q3: 11,300 shares; 2025Q4: 11,370 shares; 2026Q1: 10,994 shares; 2026Q2: 11,096 shares 11,096 $561K 0.11% +102 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: 2,743 shares; 2024Q4: 2,565 shares; 2025Q1: 2,858 shares; 2025Q2: 3,035 shares; 2025Q3: 2,969 shares; 2025Q4: 2,980 shares; 2026Q1: 3,100 shares; 2026Q2: 3,604 shares 3,604 $546K 0.1% +504 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,026 shares; 2025Q3: 6,819 shares; 2025Q4: 7,156 shares; 2026Q1: 1,336 shares; 2026Q2: 1,599 shares 1,599 $545K 0.1% +263 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: 476 shares; 2026Q1: 486 shares; 2026Q2: 507 shares 507 $540K 0.1% +21 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,046 shares; 2025Q3: 2,076 shares; 2025Q4: 1,990 shares; 2026Q1: 1,990 shares; 2026Q2: 1,792 shares 1,792 $538K 0.1% -198 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,323 shares; 2024Q4: 18,072 shares; 2025Q1: 39,532 shares; 2025Q2: 21,661 shares; 2025Q3: 24,013 shares; 2025Q4: 20,279 shares; 2026Q1: 20,182 shares; 2026Q2: 20,048 shares 20,048 $532K 0.1% -134 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: 3,428 shares; 2024Q4: 3,364 shares; 2025Q1: 3,360 shares; 2025Q2: 1,931 shares; 2025Q3: 1,392 shares; 2025Q4: 1,363 shares; 2026Q1: 1,684 shares; 2026Q2: 1,268 shares 1,268 $527K 0.1% -416 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: 2,750 shares; 2024Q4: 2,715 shares; 2025Q1: 2,724 shares; 2025Q2: 2,719 shares; 2025Q3: 2,309 shares; 2025Q4: 1,765 shares; 2026Q1: 1,515 shares; 2026Q2: 1,491 shares 1,491 $526K 0.1% -24 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,513 shares; 2024Q4: 1,514 shares; 2025Q1: 1,539 shares; 2025Q2: 1,726 shares; 2025Q3: 2,235 shares; 2025Q4: 2,240 shares; 2026Q1: 1,452 shares; 2026Q2: 1,469 shares 1,469 $519K 0.1% +17 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON 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: 3,586 shares 3,586 $519K 0.1% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,743 shares; 2026Q1: 8,108 shares; 2026Q2: 8,485 shares 8,485 $510K 0.1% +377 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 429 shares 429 $504K 0.1% new Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,271 shares; 2025Q3: 16,793 shares; 2025Q4: 14,840 shares; 2026Q1: 27,214 shares; 2026Q2: 9,602 shares 9,602 $486K 0.09% -17,612 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,964 shares; 2025Q4: not reported; 2026Q1: 21,120 shares; 2026Q2: 20,996 shares 20,996 $486K 0.09% -124 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,824 shares; 2024Q4: 25,574 shares; 2025Q1: 56,482 shares; 2025Q2: 30,563 shares; 2025Q3: 34,187 shares; 2025Q4: 23,179 shares; 2026Q1: 28,389 shares; 2026Q2: 29,003 shares 29,003 $475K 0.09% +614 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,530 shares; 2024Q4: 2,501 shares; 2025Q1: 2,328 shares; 2025Q2: 1,998 shares; 2025Q3: 1,998 shares; 2025Q4: 1,998 shares; 2026Q1: 1,843 shares; 2026Q2: 1,843 shares 1,843 $471K 0.09% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY 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: 9,636 shares; 2026Q1: 9,628 shares; 2026Q2: 9,628 shares 9,628 $468K 0.09% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,963 shares; 2025Q1: 4,967 shares; 2025Q2: 6,591 shares; 2025Q3: 6,642 shares; 2025Q4: 6,371 shares; 2026Q1: 6,419 shares; 2026Q2: 6,675 shares 6,675 $468K 0.09% +256 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,494 shares; 2024Q4: 1,534 shares; 2025Q1: 1,534 shares; 2025Q2: 1,507 shares; 2025Q3: 1,013 shares; 2025Q4: 860 shares; 2026Q1: 642 shares; 2026Q2: 644 shares 644 $464K 0.09% +2 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: 1,623 shares; 2024Q4: 1,688 shares; 2025Q1: 1,707 shares; 2025Q2: 1,648 shares; 2025Q3: 1,630 shares; 2025Q4: 1,642 shares; 2026Q1: 2,045 shares; 2026Q2: 2,255 shares 2,255 $452K 0.09% +210 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: 5,963 shares 5,963 $440K 0.08% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,347 shares; 2024Q4: 4,107 shares; 2025Q1: 3,757 shares; 2025Q2: 3,722 shares; 2025Q3: 3,968 shares; 2025Q4: 3,873 shares; 2026Q1: 4,857 shares; 2026Q2: 5,191 shares 5,191 $422K 0.08% +334 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,987 shares; 2026Q2: 7,330 shares 7,330 $414K 0.08% +343 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: 677 shares; 2024Q4: 677 shares; 2025Q1: 680 shares; 2025Q2: 688 shares; 2025Q3: 699 shares; 2025Q4: 694 shares; 2026Q1: 622 shares; 2026Q2: 751 shares 751 $390K 0.07% +129 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,131 shares; 2024Q4: 1,135 shares; 2025Q1: 1,157 shares; 2025Q2: 992 shares; 2025Q3: 1,011 shares; 2025Q4: 965 shares; 2026Q1: 1,127 shares; 2026Q2: 1,385 shares 1,385 $389K 0.07% +258 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,566 shares; 2025Q3: 2,970 shares; 2025Q4: 2,834 shares; 2026Q1: 2,334 shares; 2026Q2: 2,611 shares 2,611 $383K 0.07% +277 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: 4,492 shares; 2024Q4: 4,482 shares; 2025Q1: 4,315 shares; 2025Q2: 4,360 shares; 2025Q3: 3,318 shares; 2025Q4: 3,310 shares; 2026Q1: 2,786 shares; 2026Q2: 2,790 shares 2,790 $381K 0.07% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,656 shares; 2026Q2: 6,199 shares 6,199 $381K 0.07% +1,543 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,529 shares 3,529 $380K 0.07% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,660 shares; 2024Q4: 3,771 shares; 2025Q1: 3,712 shares; 2025Q2: 3,248 shares; 2025Q3: 4,559 shares; 2025Q4: 4,215 shares; 2026Q1: 3,873 shares; 2026Q2: 3,924 shares 3,924 $378K 0.07% +51 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: 4,886 shares; 2024Q4: 15,385 shares; 2025Q1: 26,680 shares; 2025Q2: 13,106 shares; 2025Q3: 12,917 shares; 2025Q4: 12,916 shares; 2026Q1: 12,232 shares; 2026Q2: 13,067 shares 13,067 $378K 0.07% +835 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,310 shares; 2024Q4: 2,310 shares; 2025Q1: 2,165 shares; 2025Q2: 2,132 shares; 2025Q3: 2,073 shares; 2025Q4: 2,073 shares; 2026Q1: 2,022 shares; 2026Q2: 2,023 shares 2,023 $374K 0.07% +1 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: 3,159 shares; 2024Q4: 2,865 shares; 2025Q1: 2,837 shares; 2025Q2: 2,848 shares; 2025Q3: 2,799 shares; 2025Q4: 2,800 shares; 2026Q1: 2,693 shares; 2026Q2: 2,701 shares 2,701 $370K 0.07% +8 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: 4,064 shares; 2024Q4: 3,818 shares; 2025Q1: 3,826 shares; 2025Q2: 3,823 shares; 2025Q3: 2,573 shares; 2025Q4: not reported; 2026Q1: 2,231 shares; 2026Q2: 2,803 shares 2,803 $364K 0.07% +572 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,918 shares; 2024Q4: 5,918 shares; 2025Q1: 5,880 shares; 2025Q2: 5,860 shares; 2025Q3: 5,860 shares; 2025Q4: 5,860 shares; 2026Q1: 5,860 shares; 2026Q2: 5,860 shares 5,860 $356K 0.07% 0 Timeline EUV CORGI ETF TR I More: the full row for CORGI ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,832 shares 10,832 $346K 0.07% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,807 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,012 shares 1,012 $345K 0.07% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,121 shares; 2024Q4: 3,980 shares; 2025Q1: 3,957 shares; 2025Q2: 3,957 shares; 2025Q3: 3,957 shares; 2025Q4: 3,957 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $342K 0.06% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 630 shares; 2025Q1: 649 shares; 2025Q2: 649 shares; 2025Q3: 668 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $336K 0.06% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 509 shares 509 $326K 0.06% new Timeline IGIB 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: 4,173 shares; 2025Q3: not reported; 2025Q4: 4,479 shares; 2026Q1: 5,479 shares; 2026Q2: 6,077 shares 6,077 $323K 0.06% +598 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,546 shares 2,546 $322K 0.06% new Timeline CQTM CORGI ETF TR I More: the full row for CORGI ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,124 shares 10,124 $321K 0.06% new Timeline NASA TEMA ETF TRUST More: the full row for TEMA 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: 10,485 shares 10,485 $319K 0.06% new Timeline VXF 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: 1,053 shares; 2025Q1: not reported; 2025Q2: 1,108 shares; 2025Q3: 1,078 shares; 2025Q4: 1,135 shares; 2026Q1: 1,174 shares; 2026Q2: 1,290 shares 1,290 $318K 0.06% +116 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 589 shares; 2025Q4: 700 shares; 2026Q1: 809 shares; 2026Q2: 1,003 shares 1,003 $316K 0.06% +194 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: 6,201 shares; 2024Q4: 5,480 shares; 2025Q1: 5,356 shares; 2025Q2: 6,675 shares; 2025Q3: 6,806 shares; 2025Q4: 6,394 shares; 2026Q1: 7,413 shares; 2026Q2: 7,445 shares 7,445 $315K 0.06% +32 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 228 shares; 2026Q2: 299 shares 299 $312K 0.06% +71 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,224 shares 7,224 $308K 0.06% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,427 shares 3,427 $308K 0.06% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,139 shares; 2025Q4: 3,139 shares; 2026Q1: 2,951 shares; 2026Q2: 2,951 shares 2,951 $307K 0.06% 0 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,671 shares 7,671 $303K 0.06% new Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,385 shares 3,385 $300K 0.06% new Timeline AIRR 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,236 shares 2,236 $298K 0.06% new Timeline EVRG EVERGY INC More: the full row for EVERGY 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: 3,366 shares; 2026Q1: 3,405 shares; 2026Q2: 3,432 shares 3,432 $297K 0.06% +27 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 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: 1,718 shares; 2026Q1: 1,710 shares; 2026Q2: 1,738 shares 1,738 $294K 0.06% +28 Timeline SHY 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: 2,909 shares; 2025Q1: not reported; 2025Q2: 3,996 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,713 shares; 2026Q2: 3,571 shares 3,571 $293K 0.06% +858 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,451 shares; 2026Q1: 2,492 shares; 2026Q2: 2,646 shares 2,646 $284K 0.05% +154 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,451 shares 2,451 $284K 0.05% new Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,049 shares; 2024Q4: not reported; 2025Q1: 6,979 shares; 2025Q2: 6,979 shares; 2025Q3: 6,979 shares; 2025Q4: 6,979 shares; 2026Q1: 6,979 shares; 2026Q2: 6,979 shares 6,979 $284K 0.05% 0 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: 721 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 697 shares; 2025Q3: 520 shares; 2025Q4: 494 shares; 2026Q1: 471 shares; 2026Q2: 285 shares 285 $279K 0.05% -186 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: 12,167 shares; 2024Q4: 17,328 shares; 2025Q1: 34,090 shares; 2025Q2: 20,715 shares; 2025Q3: not reported; 2025Q4: 4,679 shares; 2026Q1: not reported; 2026Q2: 1,783 shares 1,783 $279K 0.05% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,672 shares; 2025Q1: 3,511 shares; 2025Q2: 3,505 shares; 2025Q3: 3,269 shares; 2025Q4: 2,952 shares; 2026Q1: 2,770 shares; 2026Q2: 2,411 shares 2,411 $277K 0.05% -359 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: 4,116 shares; 2024Q4: 4,040 shares; 2025Q1: 3,654 shares; 2025Q2: 3,625 shares; 2025Q3: 3,324 shares; 2025Q4: 3,324 shares; 2026Q1: 3,323 shares; 2026Q2: 3,270 shares 3,270 $277K 0.05% -53 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 567 shares 567 $271K 0.05% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,080 shares; 2024Q4: 1,053 shares; 2025Q1: not reported; 2025Q2: 1,125 shares; 2025Q3: 1,014 shares; 2025Q4: 1,098 shares; 2026Q1: 1,050 shares; 2026Q2: 1,095 shares 1,095 $266K 0.05% +45 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,387 shares; 2024Q4: 1,387 shares; 2025Q1: 1,297 shares; 2025Q2: 1,284 shares; 2025Q3: 859 shares; 2025Q4: 671 shares; 2026Q1: 663 shares; 2026Q2: 649 shares 649 $253K 0.05% -14 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,064 shares; 2026Q2: 1,157 shares 1,157 $250K 0.05% +93 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,763 shares; 2024Q4: 19,919 shares; 2025Q1: 36,174 shares; 2025Q2: 864 shares; 2025Q3: 823 shares; 2025Q4: 841 shares; 2026Q1: 778 shares; 2026Q2: 799 shares 799 $242K 0.05% +21 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: 1,122 shares; 2024Q4: 1,122 shares; 2025Q1: 1,068 shares; 2025Q2: 935 shares; 2025Q3: 879 shares; 2025Q4: 632 shares; 2026Q1: 622 shares; 2026Q2: 472 shares 472 $240K 0.05% -150 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,337 shares; 2024Q4: 16,787 shares; 2025Q1: 34,330 shares; 2025Q2: 12,715 shares; 2025Q3: 9,392 shares; 2025Q4: 9,392 shares; 2026Q1: 9,392 shares; 2026Q2: 9,392 shares 9,392 $240K 0.05% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,158 shares 4,158 $240K 0.05% new Timeline KLAR KLARNA GROUP PLC More: the full row for KLARNA GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,724 shares 11,724 $237K 0.05% new Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,873 shares; 2026Q2: 1,863 shares 1,863 $232K 0.04% -10 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,538 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,689 shares; 2026Q2: 1,898 shares 1,898 $231K 0.04% -11,791 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,358 shares 1,358 $231K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: 6,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,486 shares; 2026Q1: 6,273 shares; 2026Q2: 6,273 shares 6,273 $231K 0.04% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 525 shares 525 $227K 0.04% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 508 shares 508 $219K 0.04% new Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,297 shares; 2024Q4: 7,156 shares; 2025Q1: 7,252 shares; 2025Q2: 5,453 shares; 2025Q3: 5,991 shares; 2025Q4: 5,474 shares; 2026Q1: 5,276 shares; 2026Q2: 5,309 shares 5,309 $214K 0.04% +33 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,555 shares; 2024Q4: 2,867 shares; 2025Q1: 2,878 shares; 2025Q2: 2,883 shares; 2025Q3: 2,815 shares; 2025Q4: 2,716 shares; 2026Q1: 2,557 shares; 2026Q2: 2,571 shares 2,571 $209K 0.04% +14 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,250 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,622 shares 1,622 $207K 0.04% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,934 shares; 2025Q4: 16,804 shares; 2026Q1: 15,781 shares; 2026Q2: 14,849 shares 14,849 $206K 0.04% -932 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY 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: 678 shares 678 $205K 0.04% 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 reported; 2024Q4: 2,471 shares; 2025Q1: 2,744 shares; 2025Q2: 2,728 shares; 2025Q3: 3,078 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 935 shares 935 $204K 0.04% new 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: 2,240 shares; 2024Q4: 2,160 shares; 2025Q1: 1,876 shares; 2025Q2: 1,875 shares; 2025Q3: 1,875 shares; 2025Q4: 1,866 shares; 2026Q1: 1,602 shares; 2026Q2: 1,609 shares 1,609 $204K 0.04% +7 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS 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: 1,494 shares 1,494 $203K 0.04% new Timeline