ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,775 shares; 2024Q4: 148,154 shares; 2025Q1: 151,829 shares; 2025Q2: 163,703 shares; 2025Q3: 178,907 shares; 2025Q4: 216,375 shares; 2026Q1: 227,909 shares; 2026Q2: 238,648 shares 238,648 $39.2M 11.28% +10,739 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 344,981 shares; 2024Q4: 1,043,863 shares; 2025Q1: 1,066,983 shares; 2025Q2: 1,061,948 shares; 2025Q3: 1,063,885 shares; 2025Q4: 1,049,879 shares; 2026Q1: 1,043,467 shares; 2026Q2: 1,034,102 shares 1,034,102 $32.2M 9.25% -9,365 Timeline MOAT 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: 297,069 shares; 2024Q4: 292,121 shares; 2025Q1: 299,076 shares; 2025Q2: 303,887 shares; 2025Q3: 298,684 shares; 2025Q4: 291,739 shares; 2026Q1: 291,485 shares; 2026Q2: 288,767 shares 288,767 $30M 8.64% -2,718 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: 313,172 shares; 2024Q4: 461,898 shares; 2025Q1: 476,001 shares; 2025Q2: 473,539 shares; 2025Q3: 497,668 shares; 2025Q4: 519,501 shares; 2026Q1: 533,069 shares; 2026Q2: 544,008 shares 544,008 $25.1M 7.21% +10,939 Timeline GARP 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: 226,228 shares; 2025Q3: 230,784 shares; 2025Q4: 235,258 shares; 2026Q1: 240,831 shares; 2026Q2: 243,037 shares 243,037 $20.1M 5.77% +2,206 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: 9,696 shares; 2024Q4: 17,583 shares; 2025Q1: 14,485 shares; 2025Q2: 106,080 shares; 2025Q3: 112,685 shares; 2025Q4: 127,788 shares; 2026Q1: 131,489 shares; 2026Q2: 132,587 shares 132,587 $18.2M 5.25% +1,098 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: 18,289 shares; 2024Q4: 32,360 shares; 2025Q1: 32,147 shares; 2025Q2: 22,255 shares; 2025Q3: 21,513 shares; 2025Q4: 21,809 shares; 2026Q1: 21,400 shares; 2026Q2: 21,415 shares 21,415 $15.8M 4.54% +15 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: 87,292 shares; 2024Q4: 88,824 shares; 2025Q1: 90,202 shares; 2025Q2: 93,237 shares; 2025Q3: 102,984 shares; 2025Q4: 128,512 shares; 2026Q1: 133,736 shares; 2026Q2: 138,302 shares 138,302 $13.4M 3.84% +4,566 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: 255 shares; 2024Q4: 100,540 shares; 2025Q1: 103,011 shares; 2025Q2: 68,541 shares; 2025Q3: 67,671 shares; 2025Q4: 76,637 shares; 2026Q1: 77,776 shares; 2026Q2: 78,054 shares 78,054 $9.74M 2.8% +278 Timeline JVAL 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: 249,306 shares; 2024Q4: 240,583 shares; 2025Q1: 247,267 shares; 2025Q2: 152,636 shares; 2025Q3: 147,163 shares; 2025Q4: 145,416 shares; 2026Q1: 144,411 shares; 2026Q2: 143,018 shares 143,018 $8.39M 2.41% -1,393 Timeline HELO 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: 358 shares; 2024Q4: 96,445 shares; 2025Q1: 99,286 shares; 2025Q2: 105,657 shares; 2025Q3: 109,511 shares; 2025Q4: 109,853 shares; 2026Q1: 109,884 shares; 2026Q2: 106,587 shares 106,587 $7.2M 2.07% -3,297 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: 8,253 shares; 2024Q4: 114,970 shares; 2025Q1: 118,392 shares; 2025Q2: 65,803 shares; 2025Q3: 67,004 shares; 2025Q4: 67,545 shares; 2026Q1: 68,569 shares; 2026Q2: 67,790 shares 67,790 $6.83M 1.97% -779 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,108 shares; 2024Q4: 63,279 shares; 2025Q1: 63,960 shares; 2025Q2: 63,774 shares; 2025Q3: 61,864 shares; 2025Q4: 63,766 shares; 2026Q1: 68,341 shares; 2026Q2: 79,558 shares 79,558 $6.1M 1.76% +11,217 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: 20,142 shares; 2024Q4: 17,900 shares; 2025Q1: 12,248 shares; 2025Q2: 18,786 shares; 2025Q3: 19,718 shares; 2025Q4: 22,206 shares; 2026Q1: 19,761 shares; 2026Q2: 20,289 shares 20,289 $5.87M 1.69% +528 Timeline IVVB 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: 181,864 shares; 2025Q1: 184,192 shares; 2025Q2: 186,318 shares; 2025Q3: 187,028 shares; 2025Q4: 182,278 shares; 2026Q1: 177,295 shares; 2026Q2: 167,488 shares 167,488 $5.8M 1.67% -9,807 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: 5,961 shares; 2024Q4: 48,202 shares; 2025Q1: 58,458 shares; 2025Q2: 21,671 shares; 2025Q3: 27,551 shares; 2025Q4: 29,068 shares; 2026Q1: 44,538 shares; 2026Q2: 42,539 shares 42,539 $4.28M 1.23% -1,999 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: 11,865 shares; 2024Q4: 12,440 shares; 2025Q1: 21,555 shares; 2025Q2: 20,318 shares; 2025Q3: 23,638 shares; 2025Q4: 24,571 shares; 2026Q1: 19,522 shares; 2026Q2: 20,585 shares 20,585 $4.12M 1.19% +1,063 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: 36,308 shares; 2024Q4: 111,897 shares; 2025Q1: 118,858 shares; 2025Q2: 117,996 shares; 2025Q3: 119,538 shares; 2025Q4: 124,578 shares; 2026Q1: 128,164 shares; 2026Q2: 132,202 shares 132,202 $3.83M 1.1% +4,038 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 125,480 shares; 2025Q1: 127,122 shares; 2025Q2: 131,097 shares; 2025Q3: 131,580 shares; 2025Q4: 124,806 shares; 2026Q1: 123,025 shares; 2026Q2: 114,826 shares 114,826 $3.75M 1.08% -8,199 Timeline CAM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 105,237 shares; 2026Q1: 106,148 shares; 2026Q2: 131,367 shares 131,367 $3.31M 0.95% +25,219 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66,110 shares; 2025Q3: 68,990 shares; 2025Q4: 65,470 shares; 2026Q1: 64,891 shares; 2026Q2: 36,675 shares 36,675 $2.78M 0.8% -28,216 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,740 shares; 2024Q4: 53,665 shares; 2025Q1: 44,870 shares; 2025Q2: 44,870 shares; 2025Q3: 44,870 shares; 2025Q4: 44,870 shares; 2026Q1: 44,870 shares; 2026Q2: 44,870 shares 44,870 $2.56M 0.74% 0 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: 2,913 shares; 2024Q4: 2,610 shares; 2025Q1: 2,570 shares; 2025Q2: 2,414 shares; 2025Q3: 2,190 shares; 2025Q4: 2,091 shares; 2026Q1: 1,860 shares; 2026Q2: 1,835 shares 1,835 $2.2M 0.63% -25 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,157 shares; 2024Q4: 8,157 shares; 2025Q1: 8,097 shares; 2025Q2: 8,097 shares; 2025Q3: 8,097 shares; 2025Q4: 8,105 shares; 2026Q1: 8,105 shares; 2026Q2: 8,121 shares 8,121 $2.2M 0.63% +16 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: 4,443 shares; 2024Q4: 4,445 shares; 2025Q1: 4,803 shares; 2025Q2: 4,975 shares; 2025Q3: 5,680 shares; 2025Q4: 5,638 shares; 2026Q1: 5,353 shares; 2026Q2: 5,652 shares 5,652 $2.11M 0.61% +299 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: 6,999 shares; 2024Q4: 6,988 shares; 2025Q1: 6,997 shares; 2025Q2: 6,201 shares; 2025Q3: 6,216 shares; 2025Q4: 6,233 shares; 2026Q1: 6,243 shares; 2026Q2: 6,235 shares 6,235 $1.87M 0.54% -8 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: 4,273 shares; 2024Q4: 4,073 shares; 2025Q1: 4,073 shares; 2025Q2: 4,193 shares; 2025Q3: 5,808 shares; 2025Q4: 5,826 shares; 2026Q1: 4,836 shares; 2026Q2: 5,083 shares 5,083 $1.8M 0.52% +247 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,996 shares; 2024Q4: 55,705 shares; 2025Q1: 61,443 shares; 2025Q2: 61,255 shares; 2025Q3: 62,197 shares; 2025Q4: 63,033 shares; 2026Q1: 63,756 shares; 2026Q2: 64,732 shares 64,732 $1.79M 0.52% +976 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: 1,300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,518 shares; 2026Q1: 1,589 shares; 2026Q2: 1,544 shares 1,544 $1.78M 0.51% -45 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: 5,353 shares; 2024Q4: 5,354 shares; 2025Q1: 5,445 shares; 2025Q2: 5,107 shares; 2025Q3: 5,108 shares; 2025Q4: 5,109 shares; 2026Q1: 5,110 shares; 2026Q2: 5,119 shares 5,119 $1.76M 0.5% +9 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,190 shares; 2024Q4: 56,845 shares; 2025Q1: 56,262 shares; 2025Q2: 46,536 shares; 2025Q3: 46,478 shares; 2025Q4: 46,496 shares; 2026Q1: 46,478 shares; 2026Q2: 46,478 shares 46,478 $1.68M 0.48% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,763 shares; 2024Q4: 9,871 shares; 2025Q1: 9,645 shares; 2025Q2: 9,670 shares; 2025Q3: 10,224 shares; 2025Q4: 9,716 shares; 2026Q1: 9,726 shares; 2026Q2: 9,863 shares 9,863 $1.54M 0.44% +137 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: 659 shares; 2024Q4: 663 shares; 2025Q1: 663 shares; 2025Q2: 644 shares; 2025Q3: 940 shares; 2025Q4: 1,615 shares; 2026Q1: 1,362 shares; 2026Q2: 1,385 shares 1,385 $1.47M 0.42% +23 Timeline SPGP 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: 103,766 shares; 2024Q4: 96,237 shares; 2025Q1: 99,013 shares; 2025Q2: 12,039 shares; 2025Q3: 12,921 shares; 2025Q4: 12,807 shares; 2026Q1: 12,769 shares; 2026Q2: 11,658 shares 11,658 $1.43M 0.41% -1,111 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: 1,489 shares; 2024Q4: 1,483 shares; 2025Q1: 1,579 shares; 2025Q2: 1,586 shares; 2025Q3: 2,078 shares; 2025Q4: 1,874 shares; 2026Q1: 1,875 shares; 2026Q2: 1,876 shares 1,876 $1.4M 0.4% +1 Timeline GCAL 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: 7,933 shares; 2025Q3: 11,206 shares; 2025Q4: 15,624 shares; 2026Q1: 21,781 shares; 2026Q2: 26,152 shares 26,152 $1.34M 0.39% +4,371 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,970 shares; 2024Q4: 17,364 shares; 2025Q1: 18,952 shares; 2025Q2: 19,185 shares; 2025Q3: 18,846 shares; 2025Q4: 16,026 shares; 2026Q1: 16,454 shares; 2026Q2: 16,984 shares 16,984 $1.28M 0.37% +530 Timeline JCAL 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: not reported; 2026Q2: 24,471 shares 24,471 $1.23M 0.35% new 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: 1,906 shares; 2024Q4: 1,906 shares; 2025Q1: 1,971 shares; 2025Q2: 1,983 shares; 2025Q3: 1,983 shares; 2025Q4: 2,014 shares; 2026Q1: 2,034 shares; 2026Q2: 2,123 shares 2,123 $1.2M 0.34% +89 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,365 shares; 2024Q4: 1,365 shares; 2025Q1: not reported; 2025Q2: 1,590 shares; 2025Q3: 1,592 shares; 2025Q4: 1,592 shares; 2026Q1: 1,598 shares; 2026Q2: 1,647 shares 1,647 $1.19M 0.34% +49 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,370 shares; 2024Q4: 3,637 shares; 2025Q1: 4,055 shares; 2025Q2: 4,148 shares; 2025Q3: 4,266 shares; 2025Q4: 4,215 shares; 2026Q1: 4,099 shares; 2026Q2: 4,312 shares 4,312 $1.1M 0.32% +213 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: 3,767 shares; 2024Q4: 3,758 shares; 2025Q1: 3,758 shares; 2025Q2: 3,758 shares; 2025Q3: 3,858 shares; 2025Q4: 3,883 shares; 2026Q1: 3,783 shares; 2026Q2: 3,810 shares 3,810 $1.07M 0.31% +27 Timeline POWR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,175 shares; 2024Q4: 80,967 shares; 2025Q1: 82,103 shares; 2025Q2: 37,689 shares; 2025Q3: 38,212 shares; 2025Q4: 38,209 shares; 2026Q1: 38,173 shares; 2026Q2: 38,044 shares 38,044 $1.06M 0.31% -129 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: 1,915 shares; 2024Q4: 1,915 shares; 2025Q1: 1,960 shares; 2025Q2: 1,729 shares; 2025Q3: 1,902 shares; 2025Q4: 1,902 shares; 2026Q1: 1,902 shares; 2026Q2: 1,959 shares 1,959 $980K 0.28% +57 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: 3,196 shares; 2024Q4: 3,303 shares; 2025Q1: 3,454 shares; 2025Q2: 3,221 shares; 2025Q3: 3,383 shares; 2025Q4: 3,478 shares; 2026Q1: 3,438 shares; 2026Q2: 5,635 shares 5,635 $934K 0.27% +2,197 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: 2,343 shares; 2024Q4: 2,343 shares; 2025Q1: 2,343 shares; 2025Q2: 2,357 shares; 2025Q3: 2,343 shares; 2025Q4: 2,733 shares; 2026Q1: 2,733 shares; 2026Q2: 2,843 shares 2,843 $931K 0.27% +110 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: 5,324 shares; 2025Q1: 5,324 shares; 2025Q2: 5,260 shares; 2025Q3: 5,260 shares; 2025Q4: 5,436 shares; 2026Q1: 5,436 shares; 2026Q2: 5,464 shares 5,464 $928K 0.27% +28 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: 4,001 shares; 2024Q4: 3,563 shares; 2025Q1: 3,463 shares; 2025Q2: 5,837 shares; 2025Q3: 5,840 shares; 2025Q4: 6,636 shares; 2026Q1: 6,726 shares; 2026Q2: 6,896 shares 6,896 $886K 0.25% +170 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: 6,872 shares; 2024Q4: 5,994 shares; 2025Q1: 5,774 shares; 2025Q2: 5,774 shares; 2025Q3: 5,984 shares; 2025Q4: 8,001 shares; 2026Q1: 7,319 shares; 2026Q2: 7,456 shares 7,456 $876K 0.25% +137 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,890 shares; 2024Q4: 10,923 shares; 2025Q1: 10,945 shares; 2025Q2: 10,969 shares; 2025Q3: 10,994 shares; 2025Q4: 11,033 shares; 2026Q1: 11,052 shares; 2026Q2: 11,071 shares 11,071 $854K 0.25% +19 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,947 shares; 2024Q4: 21,487 shares; 2025Q1: 20,678 shares; 2025Q2: 20,246 shares; 2025Q3: 20,735 shares; 2025Q4: 19,831 shares; 2026Q1: 19,848 shares; 2026Q2: 19,703 shares 19,703 $816K 0.23% -145 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,335 shares; 2024Q4: 18,081 shares; 2025Q1: 18,206 shares; 2025Q2: 17,042 shares; 2025Q3: 19,225 shares; 2025Q4: 17,906 shares; 2026Q1: 17,885 shares; 2026Q2: 17,970 shares 17,970 $795K 0.23% +85 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: 3,563 shares; 2024Q4: 3,563 shares; 2025Q1: 3,592 shares; 2025Q2: 3,592 shares; 2025Q3: 3,592 shares; 2025Q4: 3,638 shares; 2026Q1: 3,592 shares; 2026Q2: 3,592 shares 3,592 $783K 0.23% 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: 1,720 shares; 2025Q4: 1,720 shares; 2026Q1: 1,720 shares; 2026Q2: 1,803 shares 1,803 $781K 0.22% +83 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,098 shares; 2024Q4: 7,061 shares; 2025Q1: 7,061 shares; 2025Q2: 6,707 shares; 2025Q3: 6,707 shares; 2025Q4: 6,707 shares; 2026Q1: 6,707 shares; 2026Q2: 6,707 shares 6,707 $734K 0.21% 0 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: 202,381 shares; 2024Q4: 17,173 shares; 2025Q1: 17,153 shares; 2025Q2: 12,252 shares; 2025Q3: 11,487 shares; 2025Q4: 11,329 shares; 2026Q1: 7,255 shares; 2026Q2: 10,072 shares 10,072 $718K 0.21% +2,817 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: 6,176 shares; 2024Q4: 6,100 shares; 2025Q1: 6,247 shares; 2025Q2: 6,293 shares; 2025Q3: 6,511 shares; 2025Q4: 6,750 shares; 2026Q1: 6,779 shares; 2026Q2: 6,993 shares 6,993 $692K 0.2% +214 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: 3,838 shares; 2024Q4: 3,840 shares; 2025Q1: 4,058 shares; 2025Q2: 4,142 shares; 2025Q3: 4,237 shares; 2025Q4: 4,569 shares; 2026Q1: 4,372 shares; 2026Q2: 4,466 shares 4,466 $655K 0.19% +94 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: 7,698 shares; 2024Q4: 7,698 shares; 2025Q1: 10,022 shares; 2025Q2: 10,307 shares; 2025Q3: 10,307 shares; 2025Q4: 11,319 shares; 2026Q1: 11,161 shares; 2026Q2: 11,489 shares 11,489 $655K 0.19% +328 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: 16,215 shares; 2024Q4: 33,648 shares; 2025Q1: 34,043 shares; 2025Q2: 32,726 shares; 2025Q3: 32,501 shares; 2025Q4: 25,696 shares; 2026Q1: 25,465 shares; 2026Q2: 26,135 shares 26,135 $631K 0.18% +670 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,423 shares; 2024Q4: 2,423 shares; 2025Q1: 2,435 shares; 2025Q2: 2,570 shares; 2025Q3: 2,638 shares; 2025Q4: 2,639 shares; 2026Q1: 2,647 shares; 2026Q2: 2,648 shares 2,648 $627K 0.18% +1 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 611 shares 611 $618K 0.18% +11 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,040 shares; 2024Q4: 5,420 shares; 2025Q1: 5,422 shares; 2025Q2: 5,427 shares; 2025Q3: 5,429 shares; 2025Q4: 5,652 shares; 2026Q1: 5,285 shares; 2026Q2: 5,429 shares 5,429 $615K 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: 584 shares; 2024Q4: 524 shares; 2025Q1: 489 shares; 2025Q2: 489 shares; 2025Q3: 499 shares; 2025Q4: 724 shares; 2026Q1: 629 shares; 2026Q2: 648 shares 648 $606K 0.17% +19 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: 1,171 shares; 2024Q4: 1,171 shares; 2025Q1: 1,171 shares; 2025Q2: 1,171 shares; 2025Q3: 1,171 shares; 2025Q4: 1,080 shares; 2026Q1: 1,080 shares; 2026Q2: 1,080 shares 1,080 $605K 0.17% 0 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: 171 shares; 2024Q4: not reported; 2025Q1: 677 shares; 2025Q2: 787 shares; 2025Q3: 794 shares; 2025Q4: 7,940 shares; 2026Q1: 7,502 shares; 2026Q2: 8,309 shares 8,309 $593K 0.17% +807 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: 1,015 shares; 2024Q4: 1,015 shares; 2025Q1: not reported; 2025Q2: 1,377 shares; 2025Q3: 1,913 shares; 2025Q4: 2,048 shares; 2026Q1: 2,101 shares; 2026Q2: 2,474 shares 2,474 $590K 0.17% +373 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: 833 shares; 2024Q4: 833 shares; 2025Q1: 838 shares; 2025Q2: 838 shares; 2025Q3: 774 shares; 2025Q4: 774 shares; 2026Q1: 774 shares; 2026Q2: 774 shares 774 $578K 0.17% 0 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: 6,493 shares; 2024Q4: 21,218 shares; 2025Q1: 24,980 shares; 2025Q2: 25,242 shares; 2025Q3: 30,838 shares; 2025Q4: 17,583 shares; 2026Q1: 17,573 shares; 2026Q2: 17,888 shares 17,888 $567K 0.16% +315 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: 204 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,625 shares; 2025Q3: 1,349 shares; 2025Q4: 1,397 shares; 2026Q1: 1,374 shares; 2026Q2: 6,498 shares 6,498 $560K 0.16% +5,124 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: 1,672 shares; 2024Q4: 1,492 shares; 2025Q1: 1,567 shares; 2025Q2: 1,567 shares; 2025Q3: 1,567 shares; 2025Q4: 1,598 shares; 2026Q1: 1,529 shares; 2026Q2: 1,585 shares 1,585 $544K 0.16% +56 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: 2,015 shares; 2024Q4: 2,015 shares; 2025Q1: 2,015 shares; 2025Q2: 2,015 shares; 2025Q3: 2,015 shares; 2025Q4: 2,600 shares; 2026Q1: 2,416 shares; 2026Q2: 1,996 shares 1,996 $540K 0.16% -420 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS 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: 3,920 shares 3,920 $536K 0.15% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,144 shares; 2024Q4: 2,059 shares; 2025Q1: 2,249 shares; 2025Q2: 2,394 shares; 2025Q3: 2,381 shares; 2025Q4: 2,381 shares; 2026Q1: 2,381 shares; 2026Q2: 2,397 shares 2,397 $534K 0.15% +16 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,863 shares; 2025Q3: 2,483 shares; 2025Q4: 2,332 shares; 2026Q1: 2,332 shares; 2026Q2: 1,754 shares 1,754 $531K 0.15% -578 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,307 shares; 2024Q4: 2,307 shares; 2025Q1: 2,307 shares; 2025Q2: 2,307 shares; 2025Q3: 2,307 shares; 2025Q4: 2,307 shares; 2026Q1: 2,307 shares; 2026Q2: 2,326 shares 2,326 $528K 0.15% +19 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,057 shares; 2024Q4: 3,057 shares; 2025Q1: 3,057 shares; 2025Q2: 3,517 shares; 2025Q3: 3,375 shares; 2025Q4: 3,702 shares; 2026Q1: 3,702 shares; 2026Q2: 3,502 shares 3,502 $481K 0.14% -200 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: 979 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,124 shares; 2025Q4: 2,139 shares; 2026Q1: 1,162 shares; 2026Q2: 1,337 shares 1,337 $478K 0.14% +175 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: 11,444 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,653 shares; 2025Q4: 5,798 shares; 2026Q1: not reported; 2026Q2: 3,381 shares 3,381 $472K 0.14% new Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $450K 0.13% 0 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: 3,144 shares; 2024Q4: 3,140 shares; 2025Q1: 3,440 shares; 2025Q2: 3,290 shares; 2025Q3: 4,458 shares; 2025Q4: 5,058 shares; 2026Q1: 3,675 shares; 2026Q2: 5,408 shares 5,408 $447K 0.13% +1,733 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,538 shares; 2024Q4: 1,438 shares; 2025Q1: 1,438 shares; 2025Q2: 1,438 shares; 2025Q3: 1,438 shares; 2025Q4: 1,460 shares; 2026Q1: 1,460 shares; 2026Q2: 1,488 shares 1,488 $444K 0.13% +28 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: 843 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 843 shares; 2025Q4: 843 shares; 2026Q1: 843 shares; 2026Q2: 926 shares 926 $442K 0.13% +83 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,319 shares; 2024Q4: 5,368 shares; 2025Q1: 6,755 shares; 2025Q2: 8,740 shares; 2025Q3: 10,461 shares; 2025Q4: 7,783 shares; 2026Q1: 8,492 shares; 2026Q2: 8,721 shares 8,721 $440K 0.13% +229 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: 3,942 shares; 2024Q4: 3,942 shares; 2025Q1: 3,942 shares; 2025Q2: 3,942 shares; 2025Q3: 3,942 shares; 2025Q4: 3,942 shares; 2026Q1: 3,942 shares; 2026Q2: 3,942 shares 3,942 $430K 0.12% 0 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: 1,003 shares; 2024Q4: 924 shares; 2025Q1: 1,087 shares; 2025Q2: 967 shares; 2025Q3: 967 shares; 2025Q4: 980 shares; 2026Q1: 970 shares; 2026Q2: 994 shares 994 $418K 0.12% +24 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: 893 shares; 2024Q4: 953 shares; 2025Q1: 972 shares; 2025Q2: 970 shares; 2025Q3: 930 shares; 2025Q4: 1,130 shares; 2026Q1: 1,130 shares; 2026Q2: 1,219 shares 1,219 $415K 0.12% +89 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,087 shares 1,087 $402K 0.12% new Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,279 shares; 2024Q4: 3,279 shares; 2025Q1: 3,279 shares; 2025Q2: 3,393 shares; 2025Q3: 3,493 shares; 2025Q4: 3,688 shares; 2026Q1: 3,688 shares; 2026Q2: 3,688 shares 3,688 $399K 0.11% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 975 shares; 2025Q4: 990 shares; 2026Q1: 990 shares; 2026Q2: 990 shares 990 $398K 0.11% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,554 shares; 2024Q4: 2,414 shares; 2025Q1: 2,414 shares; 2025Q2: 2,414 shares; 2025Q3: 2,414 shares; 2025Q4: 2,414 shares; 2026Q1: 2,414 shares; 2026Q2: 2,414 shares 2,414 $393K 0.11% 0 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: 1,909 shares; 2024Q4: 1,909 shares; 2025Q1: 1,909 shares; 2025Q2: 1,942 shares; 2025Q3: 2,002 shares; 2025Q4: 2,105 shares; 2026Q1: 2,105 shares; 2026Q2: 2,105 shares 2,105 $390K 0.11% 0 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,106 shares; 2024Q4: 2,106 shares; 2025Q1: 2,106 shares; 2025Q2: 2,106 shares; 2025Q3: 2,106 shares; 2025Q4: 2,106 shares; 2026Q1: 2,106 shares; 2026Q2: 2,106 shares 2,106 $384K 0.11% 0 Timeline RPV 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: 45,422 shares; 2024Q4: 6,330 shares; 2025Q1: 6,228 shares; 2025Q2: 3,734 shares; 2025Q3: 3,734 shares; 2025Q4: 3,359 shares; 2026Q1: 3,359 shares; 2026Q2: 3,314 shares 3,314 $377K 0.11% -45 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: 104 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,328 shares; 2026Q1: 1,022 shares; 2026Q2: 1,041 shares 1,041 $377K 0.11% +19 Timeline VEU 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: 3,587 shares; 2024Q4: 3,587 shares; 2025Q1: 3,587 shares; 2025Q2: 4,492 shares; 2025Q3: 4,492 shares; 2025Q4: 4,492 shares; 2026Q1: 4,492 shares; 2026Q2: 4,492 shares 4,492 $376K 0.11% 0 Timeline MOTI 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: 22,498 shares; 2024Q4: 14,480 shares; 2025Q1: 14,480 shares; 2025Q2: 14,007 shares; 2025Q3: 14,007 shares; 2025Q4: 14,007 shares; 2026Q1: 14,007 shares; 2026Q2: 11,211 shares 11,211 $373K 0.11% -2,796 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,549 shares; 2024Q4: 1,549 shares; 2025Q1: 1,549 shares; 2025Q2: 1,549 shares; 2025Q3: 1,474 shares; 2025Q4: 1,534 shares; 2026Q1: 1,534 shares; 2026Q2: 1,534 shares 1,534 $364K 0.1% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,388 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,564 shares; 2025Q4: 1,564 shares; 2026Q1: 1,564 shares; 2026Q2: 1,564 shares 1,564 $359K 0.1% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,977 shares; 2024Q4: 3,977 shares; 2025Q1: 3,977 shares; 2025Q2: 3,977 shares; 2025Q3: 3,977 shares; 2025Q4: 3,977 shares; 2026Q1: 3,977 shares; 2026Q2: 4,016 shares 4,016 $357K 0.1% +39 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: 3,157 shares; 2024Q4: 3,157 shares; 2025Q1: 3,157 shares; 2025Q2: 3,157 shares; 2025Q3: 3,157 shares; 2025Q4: 2,888 shares; 2026Q1: 2,708 shares; 2026Q2: 2,762 shares 2,762 $349K 0.1% +54 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: 354 shares; 2024Q4: 354 shares; 2025Q1: not reported; 2025Q2: 354 shares; 2025Q3: 354 shares; 2025Q4: 354 shares; 2026Q1: 347 shares; 2026Q2: 2,907 shares 2,907 $347K 0.1% +2,560 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 378 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,418 shares 1,418 $337K 0.1% new 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: 144 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 168 shares 168 $334K 0.1% 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: 6,877 shares; 2024Q4: 8,372 shares; 2025Q1: 8,813 shares; 2025Q2: 8,887 shares; 2025Q3: 9,131 shares; 2025Q4: 7,777 shares; 2026Q1: 7,840 shares; 2026Q2: 8,217 shares 8,217 $331K 0.1% +377 Timeline EIX EDISON INTL More: the full row for EDISON INTL 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: 4,440 shares; 2025Q4: 4,440 shares; 2026Q1: 4,440 shares; 2026Q2: 4,440 shares 4,440 $331K 0.1% 0 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: 544 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,108 shares; 2025Q3: 1,153 shares; 2025Q4: 1,181 shares; 2026Q1: 1,181 shares; 2026Q2: 1,333 shares 1,333 $328K 0.09% +152 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,060 shares; 2024Q4: 4,060 shares; 2025Q1: 4,060 shares; 2025Q2: 4,060 shares; 2025Q3: 3,870 shares; 2025Q4: 3,877 shares; 2026Q1: 3,877 shares; 2026Q2: 3,915 shares 3,915 $315K 0.09% +38 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: 2,565 shares; 2024Q4: not reported; 2025Q1: 3,300 shares; 2025Q2: not reported; 2025Q3: 3,840 shares; 2025Q4: 3,883 shares; 2026Q1: 3,883 shares; 2026Q2: 4,056 shares 4,056 $315K 0.09% +173 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: 985 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,108 shares; 2025Q3: 2,287 shares; 2025Q4: 2,348 shares; 2026Q1: 1,655 shares; 2026Q2: 1,695 shares 1,695 $313K 0.09% +40 Timeline SCHE 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: 10,509 shares; 2024Q4: 11,154 shares; 2025Q1: 12,410 shares; 2025Q2: 11,760 shares; 2025Q3: 11,351 shares; 2025Q4: 8,398 shares; 2026Q1: 8,470 shares; 2026Q2: 8,606 shares 8,606 $312K 0.09% +136 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 947 shares; 2024Q4: 947 shares; 2025Q1: 947 shares; 2025Q2: 947 shares; 2025Q3: 1,050 shares; 2025Q4: 1,059 shares; 2026Q1: 956 shares; 2026Q2: 970 shares 970 $309K 0.09% +14 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,110 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,281 shares; 2025Q3: 3,391 shares; 2025Q4: 3,546 shares; 2026Q1: 3,546 shares; 2026Q2: 3,546 shares 3,546 $298K 0.09% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 913 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,302 shares; 2025Q4: 1,302 shares; 2026Q1: 1,302 shares; 2026Q2: 1,302 shares 1,302 $288K 0.08% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,690 shares; 2024Q4: 3,690 shares; 2025Q1: not reported; 2025Q2: 3,690 shares; 2025Q3: 3,690 shares; 2025Q4: 3,690 shares; 2026Q1: 3,690 shares; 2026Q2: 3,779 shares 3,779 $287K 0.08% +89 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,084 shares; 2024Q4: 10,919 shares; 2025Q1: 10,919 shares; 2025Q2: 10,085 shares; 2025Q3: 9,285 shares; 2025Q4: 9,285 shares; 2026Q1: 9,285 shares; 2026Q2: 9,285 shares 9,285 $280K 0.08% 0 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: 1,295 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,257 shares; 2026Q1: 1,257 shares; 2026Q2: 1,310 shares 1,310 $274K 0.08% +53 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $273K 0.08% 0 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: 5,569 shares; 2024Q4: 5,569 shares; 2025Q1: 6,319 shares; 2025Q2: 5,964 shares; 2025Q3: 5,964 shares; 2025Q4: 6,391 shares; 2026Q1: 6,391 shares; 2026Q2: 6,382 shares 6,382 $270K 0.08% -9 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: 895 shares; 2024Q4: 895 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 895 shares; 2025Q4: 895 shares; 2026Q1: 895 shares; 2026Q2: 895 shares 895 $268K 0.08% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 685 shares; 2024Q4: 685 shares; 2025Q1: not reported; 2025Q2: 685 shares; 2025Q3: 685 shares; 2025Q4: 685 shares; 2026Q1: not reported; 2026Q2: 706 shares 706 $265K 0.08% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,700 shares; 2024Q4: not reported; 2025Q1: 2,700 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,444 shares; 2026Q1: 5,444 shares; 2026Q2: 5,500 shares 5,500 $264K 0.08% +56 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,688 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,688 shares; 2025Q3: 1,688 shares; 2025Q4: 1,688 shares; 2026Q1: 1,688 shares; 2026Q2: 1,688 shares 1,688 $262K 0.08% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 692 shares 692 $261K 0.08% new Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,188 shares; 2024Q4: 1,188 shares; 2025Q1: 1,188 shares; 2025Q2: 1,188 shares; 2025Q3: 1,088 shares; 2025Q4: 1,088 shares; 2026Q1: 1,088 shares; 2026Q2: 1,088 shares 1,088 $259K 0.07% 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: 3,353 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,353 shares; 2026Q2: 3,599 shares 3,599 $252K 0.07% +246 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: 28 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 424 shares 424 $246K 0.07% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,994 shares; 2026Q2: 3,162 shares 3,162 $246K 0.07% +168 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: 1,852 shares; 2024Q4: not reported; 2025Q1: 1,852 shares; 2025Q2: 1,852 shares; 2025Q3: 1,852 shares; 2025Q4: 1,879 shares; 2026Q1: 1,879 shares; 2026Q2: 1,939 shares 1,939 $245K 0.07% +60 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: 21 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 657 shares; 2026Q1: not reported; 2026Q2: 651 shares 651 $243K 0.07% new 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: 793 shares; 2024Q4: 793 shares; 2025Q1: not reported; 2025Q2: 793 shares; 2025Q3: 793 shares; 2025Q4: 793 shares; 2026Q1: 793 shares; 2026Q2: 793 shares 793 $243K 0.07% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,695 shares; 2024Q4: 1,830 shares; 2025Q1: 1,830 shares; 2025Q2: 1,830 shares; 2025Q3: 1,830 shares; 2025Q4: 1,830 shares; 2026Q1: 1,830 shares; 2026Q2: 1,830 shares 1,830 $243K 0.07% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 960 shares; 2024Q4: 1,200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,040 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,040 shares 1,040 $242K 0.07% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,570 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,208 shares 1,208 $241K 0.07% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,444 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,444 shares 1,444 $238K 0.07% new 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: 40 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,770 shares; 2026Q1: 5,856 shares; 2026Q2: 4,971 shares 4,971 $235K 0.07% -885 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,375 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,375 shares 1,375 $233K 0.07% new 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: 1,960 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,696 shares 6,696 $233K 0.07% new 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: 553 shares; 2024Q4: 553 shares; 2025Q1: 463 shares; 2025Q2: 463 shares; 2025Q3: 463 shares; 2025Q4: 463 shares; 2026Q1: 330 shares; 2026Q2: 305 shares 305 $230K 0.07% -25 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: 414 shares; 2024Q4: 414 shares; 2025Q1: 414 shares; 2025Q2: 414 shares; 2025Q3: 414 shares; 2025Q4: 414 shares; 2026Q1: 414 shares; 2026Q2: 447 shares 447 $230K 0.07% +33 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,020 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,172 shares 1,172 $225K 0.06% new Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,693 shares 3,693 $223K 0.06% new 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: 1,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,258 shares 1,258 $222K 0.06% new Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET 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: 250 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 275 shares 275 $218K 0.06% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 965 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,737 shares; 2026Q2: 1,768 shares 1,768 $212K 0.06% +31 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 990 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 990 shares 990 $207K 0.06% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,245 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,324 shares 3,324 $206K 0.06% new 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: 21 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 174 shares 174 $204K 0.06% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 567 shares; 2024Q4: 567 shares; 2025Q1: 567 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 386 shares; 2026Q1: not reported; 2026Q2: 406 shares 406 $204K 0.06% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,682 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,981 shares 1,981 $202K 0.06% new Timeline DFAU 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: 3,909 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,909 shares 3,909 $202K 0.06% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 950 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 950 shares 950 $201K 0.06% new 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: 1,199 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,066 shares; 2025Q4: 9,199 shares; 2026Q1: 8,911 shares; 2026Q2: 9,706 shares 9,706 $201K 0.06% +795 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,298 shares; 2024Q4: 11,248 shares; 2025Q1: 10,925 shares; 2025Q2: 10,925 shares; 2025Q3: 10,925 shares; 2025Q4: 10,925 shares; 2026Q1: 10,925 shares; 2026Q2: 12,996 shares 12,996 $179K 0.05% +2,071 Timeline