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: 219,803 shares; 2024Q4: 226,988 shares; 2025Q1: 243,752 shares; 2025Q2: 356,922 shares; 2025Q3: 407,066 shares; 2025Q4: 455,712 shares; 2026Q1: 506,968 shares; 2026Q2: 574,081 shares 574,081 $40.9M 6.8% +67,113 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: 81,717 shares; 2024Q4: 81,236 shares; 2025Q1: 83,455 shares; 2025Q2: 81,512 shares; 2025Q3: 81,470 shares; 2025Q4: 81,163 shares; 2026Q1: 81,162 shares; 2026Q2: 82,664 shares 82,664 $30.6M 5.09% +1,502 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,390 shares; 2024Q4: 10,210 shares; 2025Q1: 13,129 shares; 2025Q2: 15,504 shares; 2025Q3: 18,511 shares; 2025Q4: 20,782 shares; 2026Q1: 21,988 shares; 2026Q2: 28,604 shares 28,604 $19.6M 3.27% +6,616 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: 27,743 shares; 2025Q1: 46,609 shares; 2025Q2: 50,497 shares; 2025Q3: 62,772 shares; 2025Q4: 83,322 shares; 2026Q1: 99,086 shares; 2026Q2: 111,326 shares 111,326 $14.8M 2.47% +12,240 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: 21,195 shares; 2024Q4: 20,778 shares; 2025Q1: 21,747 shares; 2025Q2: 19,379 shares; 2025Q3: 19,189 shares; 2025Q4: 18,693 shares; 2026Q1: 20,041 shares; 2026Q2: 19,774 shares 19,774 $14.8M 2.46% -267 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: 25,663 shares; 2025Q1: 28,757 shares; 2025Q2: 32,568 shares; 2025Q3: 33,664 shares; 2025Q4: 32,111 shares; 2026Q1: 31,715 shares; 2026Q2: 34,102 shares 34,102 $14.8M 2.46% +2,387 Timeline SDVY 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: 118,624 shares; 2025Q1: 200,256 shares; 2025Q2: 214,049 shares; 2025Q3: 244,732 shares; 2025Q4: 257,587 shares; 2026Q1: 293,256 shares; 2026Q2: 333,482 shares 333,482 $14.4M 2.39% +40,226 Timeline DECM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 237,102 shares; 2025Q2: 235,416 shares; 2025Q3: 239,453 shares; 2025Q4: 297,765 shares; 2026Q1: 541,614 shares; 2026Q2: 403,734 shares 403,734 $13.6M 2.26% -137,880 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,841 shares; 2025Q3: 46,811 shares; 2025Q4: 57,151 shares; 2026Q1: 70,286 shares; 2026Q2: 76,074 shares 76,074 $13.2M 2.2% +5,788 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: 127,532 shares; 2024Q4: 119,071 shares; 2025Q1: 119,857 shares; 2025Q2: 119,201 shares; 2025Q3: 120,759 shares; 2025Q4: 120,759 shares; 2026Q1: 122,767 shares; 2026Q2: 126,313 shares 126,313 $13.1M 2.18% +3,546 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268,570 shares; 2024Q4: 247,317 shares; 2025Q1: 267,655 shares; 2025Q2: 279,484 shares; 2025Q3: 274,941 shares; 2025Q4: 251,334 shares; 2026Q1: 231,191 shares; 2026Q2: 223,446 shares 223,446 $12.6M 2.1% -7,745 Timeline XLG 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: 165,706 shares; 2024Q4: 168,163 shares; 2025Q1: 221,824 shares; 2025Q2: 207,801 shares; 2025Q3: 209,932 shares; 2025Q4: 201,085 shares; 2026Q1: 175,102 shares; 2026Q2: 173,358 shares 173,358 $10.6M 1.77% -1,744 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,965 shares; 2024Q4: 64,801 shares; 2025Q1: 76,561 shares; 2025Q2: 76,372 shares; 2025Q3: 78,673 shares; 2025Q4: 71,737 shares; 2026Q1: 63,587 shares; 2026Q2: 63,374 shares 63,374 $9.64M 1.6% -213 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: 217,805 shares; 2024Q4: 172,728 shares; 2025Q1: 146,764 shares; 2025Q2: 137,387 shares; 2025Q3: 130,221 shares; 2025Q4: 125,403 shares; 2026Q1: 126,376 shares; 2026Q2: 122,813 shares 122,813 $9.47M 1.57% -3,563 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,395 shares; 2024Q4: 38,856 shares; 2025Q1: 48,190 shares; 2025Q2: 56,023 shares; 2025Q3: 63,581 shares; 2025Q4: 74,764 shares; 2026Q1: 89,581 shares; 2026Q2: 93,732 shares 93,732 $9.2M 1.53% +4,151 Timeline FFSM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 217,165 shares 217,165 $8.3M 1.38% new 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: 17,241 shares; 2024Q4: 17,449 shares; 2025Q1: 18,063 shares; 2025Q2: 19,716 shares; 2025Q3: 19,923 shares; 2025Q4: 18,993 shares; 2026Q1: 19,090 shares; 2026Q2: 21,776 shares 21,776 $8.23M 1.37% +2,686 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: 20,174 shares; 2024Q4: 20,540 shares; 2025Q1: 21,725 shares; 2025Q2: 22,779 shares; 2025Q3: 22,808 shares; 2025Q4: 23,460 shares; 2026Q1: 23,773 shares; 2026Q2: 26,831 shares 26,831 $7.76M 1.29% +3,058 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,537 shares; 2025Q2: 6,278 shares; 2025Q3: 10,348 shares; 2025Q4: 15,303 shares; 2026Q1: 18,119 shares; 2026Q2: 21,793 shares 21,793 $7.38M 1.23% +3,674 Timeline BUFH FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 13,467 shares; 2026Q1: 335,452 shares; 2026Q2: 323,253 shares 323,253 $6.92M 1.15% -12,199 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: 16,138 shares; 2024Q4: 17,666 shares; 2025Q1: 27,274 shares; 2025Q2: 32,968 shares; 2025Q3: 37,771 shares; 2025Q4: 30,989 shares; 2026Q1: 31,716 shares; 2026Q2: 31,171 shares 31,171 $6.63M 1.1% -545 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,578 shares; 2024Q4: 59,208 shares; 2025Q1: 62,258 shares; 2025Q2: 60,052 shares; 2025Q3: 59,976 shares; 2025Q4: 59,008 shares; 2026Q1: 54,777 shares; 2026Q2: 55,000 shares 55,000 $6.25M 1.04% +223 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: 51,616 shares; 2024Q4: 52,188 shares; 2025Q1: 54,446 shares; 2025Q2: 49,077 shares; 2025Q3: 49,821 shares; 2025Q4: 48,965 shares; 2026Q1: 54,305 shares; 2026Q2: 56,153 shares 56,153 $6.04M 1% +1,848 Timeline XMHQ 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: 43,964 shares; 2025Q1: 73,093 shares; 2025Q2: 78,742 shares; 2025Q3: 90,134 shares; 2025Q4: 95,278 shares; 2026Q1: 108,561 shares; 2026Q2: 52,484 shares 52,484 $5.92M 0.99% -56,077 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,138 shares; 2024Q4: 69,368 shares; 2025Q1: 71,163 shares; 2025Q2: 86,687 shares; 2025Q3: 93,618 shares; 2025Q4: 97,181 shares; 2026Q1: 133,733 shares; 2026Q2: 198,909 shares 198,909 $5.91M 0.98% +65,176 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 197,048 shares; 2025Q2: 217,641 shares; 2025Q3: 215,460 shares; 2025Q4: 180,545 shares; 2026Q1: 124,440 shares; 2026Q2: 122,246 shares 122,246 $5.57M 0.93% -2,194 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: 4,136 shares; 2025Q3: 4,470 shares; 2025Q4: 4,412 shares; 2026Q1: 4,451 shares; 2026Q2: 4,871 shares 4,871 $5.19M 0.86% +420 Timeline PRF 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: 109,754 shares; 2024Q4: 104,005 shares; 2025Q1: 103,817 shares; 2025Q2: 99,914 shares; 2025Q3: 94,128 shares; 2025Q4: 91,133 shares; 2026Q1: 100,137 shares; 2026Q2: 95,877 shares 95,877 $5.18M 0.86% -4,260 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: 8,349 shares; 2024Q4: 8,390 shares; 2025Q1: 9,120 shares; 2025Q2: 9,791 shares; 2025Q3: 10,062 shares; 2025Q4: 10,358 shares; 2026Q1: 10,570 shares; 2026Q2: 13,221 shares 13,221 $4.93M 0.82% +2,651 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: 9,242 shares; 2024Q4: 9,543 shares; 2025Q1: 10,897 shares; 2025Q2: 11,847 shares; 2025Q3: 12,564 shares; 2025Q4: 12,734 shares; 2026Q1: 12,933 shares; 2026Q2: 14,921 shares 14,921 $4.88M 0.81% +1,988 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: 35,202 shares 35,202 $4.81M 0.8% new 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: 13,668 shares; 2024Q4: 13,782 shares; 2025Q1: 14,928 shares; 2025Q2: 17,061 shares; 2025Q3: 17,421 shares; 2025Q4: 17,763 shares; 2026Q1: 18,252 shares; 2026Q2: 20,270 shares 20,270 $4.72M 0.79% +2,018 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,031 shares; 2024Q4: 74,202 shares; 2025Q1: 141,395 shares; 2025Q2: 156,969 shares; 2025Q3: 178,091 shares; 2025Q4: 189,917 shares; 2026Q1: 201,991 shares; 2026Q2: 216,030 shares 216,030 $4.53M 0.75% +14,039 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,835 shares; 2024Q4: 72,483 shares; 2025Q1: 115,196 shares; 2025Q2: 128,734 shares; 2025Q3: 146,146 shares; 2025Q4: 157,893 shares; 2026Q1: 171,911 shares; 2026Q2: 190,052 shares 190,052 $4.49M 0.75% +18,141 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,393 shares; 2024Q4: 74,271 shares; 2025Q1: 129,822 shares; 2025Q2: 140,313 shares; 2025Q3: 162,116 shares; 2025Q4: 175,511 shares; 2026Q1: 186,295 shares; 2026Q2: 199,682 shares 199,682 $4.38M 0.73% +13,387 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,781 shares; 2024Q4: 63,907 shares; 2025Q1: 103,589 shares; 2025Q2: 117,137 shares; 2025Q3: 136,593 shares; 2025Q4: 149,715 shares; 2026Q1: 161,355 shares; 2026Q2: 173,161 shares 173,161 $4.35M 0.72% +11,806 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,022 shares; 2024Q4: 131,039 shares; 2025Q1: 118,036 shares; 2025Q2: 131,551 shares; 2025Q3: 137,256 shares; 2025Q4: 146,292 shares; 2026Q1: 152,340 shares; 2026Q2: 183,495 shares 183,495 $4.25M 0.71% +31,155 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,053 shares; 2024Q4: 127,850 shares; 2025Q1: 113,865 shares; 2025Q2: 126,582 shares; 2025Q3: 127,890 shares; 2025Q4: 134,202 shares; 2026Q1: 137,642 shares; 2026Q2: 168,450 shares 168,450 $4.24M 0.71% +30,808 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,176 shares; 2024Q4: 147,116 shares; 2025Q1: 132,989 shares; 2025Q2: 148,060 shares; 2025Q3: 153,880 shares; 2025Q4: 163,647 shares; 2026Q1: 170,410 shares; 2026Q2: 203,531 shares 203,531 $4.24M 0.71% +33,121 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,727 shares; 2024Q4: 139,419 shares; 2025Q1: 125,702 shares; 2025Q2: 140,083 shares; 2025Q3: 146,348 shares; 2025Q4: 155,786 shares; 2026Q1: 162,299 shares; 2026Q2: 194,222 shares 194,222 $4.23M 0.7% +31,923 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,339 shares; 2024Q4: 74,920 shares; 2025Q1: 118,665 shares; 2025Q2: 128,670 shares; 2025Q3: 146,298 shares; 2025Q4: 158,066 shares; 2026Q1: 168,022 shares; 2026Q2: 179,962 shares 179,962 $4.22M 0.7% +11,940 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,691 shares; 2024Q4: 5,522 shares; 2025Q1: 5,951 shares; 2025Q2: 5,951 shares; 2025Q3: 5,951 shares; 2025Q4: 5,886 shares; 2026Q1: 5,880 shares; 2026Q2: 5,880 shares 5,880 $4.14M 0.69% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,312 shares; 2024Q4: 120,208 shares; 2025Q1: 108,460 shares; 2025Q2: 120,733 shares; 2025Q3: 125,708 shares; 2025Q4: 134,140 shares; 2026Q1: 139,779 shares; 2026Q2: 163,519 shares 163,519 $4.13M 0.69% +23,740 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,220 shares; 2024Q4: 72,934 shares; 2025Q1: 109,355 shares; 2025Q2: 118,476 shares; 2025Q3: 139,495 shares; 2025Q4: 153,447 shares; 2026Q1: 166,299 shares; 2026Q2: 178,979 shares 178,979 $4.12M 0.69% +12,680 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,888 shares; 2024Q4: 125,236 shares; 2025Q1: 112,768 shares; 2025Q2: 125,616 shares; 2025Q3: 130,883 shares; 2025Q4: 139,784 shares; 2026Q1: 145,628 shares; 2026Q2: 169,417 shares 169,417 $4.1M 0.68% +23,789 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: 8,839 shares; 2024Q4: 9,222 shares; 2025Q1: 10,444 shares; 2025Q2: 11,593 shares; 2025Q3: 11,752 shares; 2025Q4: 12,194 shares; 2026Q1: 12,274 shares; 2026Q2: 16,214 shares 16,214 $4.08M 0.68% +3,940 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,045 shares; 2025Q2: 31,532 shares; 2025Q3: 55,626 shares; 2025Q4: 135,042 shares; 2026Q1: 144,742 shares; 2026Q2: 156,010 shares 156,010 $4.03M 0.67% +11,268 Timeline IBDY 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: 12,301 shares; 2025Q3: 30,040 shares; 2025Q4: 122,018 shares; 2026Q1: 128,541 shares; 2026Q2: 151,321 shares 151,321 $3.9M 0.65% +22,780 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: 7,601 shares; 2024Q4: 7,724 shares; 2025Q1: 9,560 shares; 2025Q2: 11,049 shares; 2025Q3: 11,831 shares; 2025Q4: 12,211 shares; 2026Q1: 12,840 shares; 2026Q2: 15,259 shares 15,259 $3.88M 0.64% +2,419 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,956 shares; 2024Q4: 13,067 shares; 2025Q1: 13,934 shares; 2025Q2: 12,223 shares; 2025Q3: 11,335 shares; 2025Q4: 9,966 shares; 2026Q1: 9,633 shares; 2026Q2: 9,446 shares 9,446 $3.87M 0.64% -187 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,405 shares; 2024Q4: 13,405 shares; 2025Q1: 13,204 shares; 2025Q2: 13,204 shares; 2025Q3: 13,136 shares; 2025Q4: 13,149 shares; 2026Q1: 13,178 shares; 2026Q2: 15,417 shares 15,417 $3.74M 0.62% +2,239 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,341 shares; 2024Q4: 84,738 shares; 2025Q1: 76,826 shares; 2025Q2: 84,269 shares; 2025Q3: 96,902 shares; 2025Q4: 115,074 shares; 2026Q1: 126,247 shares; 2026Q2: 144,942 shares 144,942 $3.7M 0.62% +18,695 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,006 shares; 2024Q4: 124,299 shares; 2025Q1: 111,983 shares; 2025Q2: 124,753 shares; 2025Q3: 130,033 shares; 2025Q4: 138,583 shares; 2026Q1: 142,738 shares; 2026Q2: 147,912 shares 147,912 $3.58M 0.6% +5,174 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,211 shares; 2024Q4: 58,812 shares; 2025Q1: 69,611 shares; 2025Q2: 76,841 shares; 2025Q3: 80,895 shares; 2025Q4: 84,092 shares; 2026Q1: 86,547 shares; 2026Q2: 104,108 shares 104,108 $3.33M 0.55% +17,561 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,823 shares; 2025Q3: not reported; 2025Q4: 65,648 shares; 2026Q1: 66,686 shares; 2026Q2: 64,209 shares 64,209 $3.3M 0.55% -2,477 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: 8,142 shares; 2024Q4: 8,389 shares; 2025Q1: 10,210 shares; 2025Q2: 12,287 shares; 2025Q3: 13,065 shares; 2025Q4: 13,784 shares; 2026Q1: 14,526 shares; 2026Q2: 16,797 shares 16,797 $3.1M 0.52% +2,271 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,964 shares; 2024Q4: 68,704 shares; 2025Q1: 101,039 shares; 2025Q2: 111,085 shares; 2025Q3: 128,677 shares; 2025Q4: 122,388 shares; 2026Q1: 125,313 shares; 2026Q2: 127,638 shares 127,638 $3.01M 0.5% +2,325 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: 11,260 shares; 2024Q4: 11,659 shares; 2025Q1: 14,880 shares; 2025Q2: 18,139 shares; 2025Q3: 20,028 shares; 2025Q4: 21,975 shares; 2026Q1: 22,750 shares; 2026Q2: 23,322 shares 23,322 $3M 0.5% +572 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: 33,864 shares; 2024Q4: 34,264 shares; 2025Q1: 40,162 shares; 2025Q2: 46,166 shares; 2025Q3: 48,760 shares; 2025Q4: 50,097 shares; 2026Q1: 51,256 shares; 2026Q2: 52,315 shares 52,315 $2.98M 0.5% +1,059 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: 10,872 shares; 2024Q4: 11,647 shares; 2025Q1: 2,486 shares; 2025Q2: 2,548 shares; 2025Q3: 19,175 shares; 2025Q4: 19,237 shares; 2026Q1: 15,487 shares; 2026Q2: 17,878 shares 17,878 $2.96M 0.49% +2,391 Timeline IGV 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: 27,647 shares; 2026Q2: 32,343 shares 32,343 $2.93M 0.49% +4,696 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: 23,301 shares; 2024Q4: 22,970 shares; 2025Q1: 27,272 shares; 2025Q2: 30,748 shares; 2025Q3: 32,700 shares; 2025Q4: 34,434 shares; 2026Q1: 36,331 shares; 2026Q2: 39,421 shares 39,421 $2.84M 0.47% +3,090 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: 5,716 shares; 2024Q4: 5,750 shares; 2025Q1: 6,533 shares; 2025Q2: 7,143 shares; 2025Q3: 7,559 shares; 2025Q4: 8,055 shares; 2026Q1: 8,448 shares; 2026Q2: 10,221 shares 10,221 $2.76M 0.46% +1,773 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,447 shares; 2024Q4: 2,696 shares; 2025Q1: 2,708 shares; 2025Q2: 2,929 shares; 2025Q3: 3,245 shares; 2025Q4: 3,253 shares; 2026Q1: 3,502 shares; 2026Q2: 30,120 shares 30,120 $2.73M 0.45% +26,618 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: 9,884 shares; 2024Q4: 10,028 shares; 2025Q1: 12,243 shares; 2025Q2: 13,953 shares; 2025Q3: 14,914 shares; 2025Q4: 16,119 shares; 2026Q1: 16,923 shares; 2026Q2: 21,328 shares 21,328 $2.7M 0.45% +4,405 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,715 shares; 2024Q4: 11,726 shares; 2025Q1: 17,340 shares; 2025Q2: 17,887 shares; 2025Q3: 18,072 shares; 2025Q4: 18,085 shares; 2026Q1: 18,404 shares; 2026Q2: 16,935 shares 16,935 $2.68M 0.45% -1,469 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,762 shares; 2024Q4: 10,663 shares; 2025Q1: 26,220 shares; 2025Q2: 25,894 shares; 2025Q3: 25,499 shares; 2025Q4: 29,682 shares; 2026Q1: 41,758 shares; 2026Q2: 44,275 shares 44,275 $2.67M 0.44% +2,517 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: 16,826 shares; 2024Q4: 17,126 shares; 2025Q1: 20,125 shares; 2025Q2: 23,071 shares; 2025Q3: 24,530 shares; 2025Q4: 26,378 shares; 2026Q1: 27,962 shares; 2026Q2: 30,907 shares 30,907 $2.62M 0.43% +2,945 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: 10,131 shares; 2024Q4: 10,038 shares; 2025Q1: 10,261 shares; 2025Q2: 10,318 shares; 2025Q3: 10,328 shares; 2025Q4: 10,507 shares; 2026Q1: 10,187 shares; 2026Q2: 12,823 shares 12,823 $2.57M 0.43% +2,636 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,199 shares; 2024Q4: 8,004 shares; 2025Q1: 10,339 shares; 2025Q2: 13,208 shares; 2025Q3: 14,514 shares; 2025Q4: 13,875 shares; 2026Q1: 17,100 shares; 2026Q2: 19,539 shares 19,539 $2.55M 0.42% +2,439 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,693 shares; 2024Q4: 26,050 shares; 2025Q1: 40,635 shares; 2025Q2: 38,348 shares; 2025Q3: 46,816 shares; 2025Q4: 44,319 shares; 2026Q1: 46,481 shares; 2026Q2: 49,593 shares 49,593 $2.51M 0.42% +3,112 Timeline RSPD 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: 29,739 shares; 2026Q1: 44,610 shares; 2026Q2: 44,502 shares 44,502 $2.49M 0.41% -108 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,728 shares; 2025Q3: 18,590 shares; 2025Q4: 21,534 shares; 2026Q1: 23,482 shares; 2026Q2: 30,113 shares 30,113 $2.45M 0.41% +6,631 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: 2,774 shares; 2024Q4: 2,893 shares; 2025Q1: 3,336 shares; 2025Q2: 3,651 shares; 2025Q3: 3,904 shares; 2025Q4: 4,228 shares; 2026Q1: 4,330 shares; 2026Q2: 4,754 shares 4,754 $2.42M 0.4% +424 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: 5,009 shares; 2024Q4: 5,044 shares; 2025Q1: 6,366 shares; 2025Q2: 7,689 shares; 2025Q3: 8,498 shares; 2025Q4: 8,955 shares; 2026Q1: 9,286 shares; 2026Q2: 9,813 shares 9,813 $2.42M 0.4% +527 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,474 shares; 2025Q1: 1,740 shares; 2025Q2: 1,946 shares; 2025Q3: 2,071 shares; 2025Q4: 2,183 shares; 2026Q1: 2,256 shares; 2026Q2: 2,472 shares 2,472 $2.38M 0.4% +216 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,883 shares; 2024Q4: 5,857 shares; 2025Q1: 7,463 shares; 2025Q2: 9,207 shares; 2025Q3: 10,148 shares; 2025Q4: 10,614 shares; 2026Q1: 13,818 shares; 2026Q2: 14,829 shares 14,829 $2.36M 0.39% +1,011 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: 17,046 shares; 2024Q4: 15,788 shares; 2025Q1: 23,932 shares; 2025Q2: 29,534 shares; 2025Q3: 32,093 shares; 2025Q4: 31,028 shares; 2026Q1: 42,663 shares; 2026Q2: 53,896 shares 53,896 $2.28M 0.38% +11,233 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: 2,880 shares; 2024Q4: 2,967 shares; 2025Q1: 3,565 shares; 2025Q2: 4,493 shares; 2025Q3: 4,844 shares; 2025Q4: 5,268 shares; 2026Q1: 5,748 shares; 2026Q2: 6,464 shares 6,464 $2.28M 0.38% +716 Timeline RDVY 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: 15,681 shares; 2026Q2: 27,097 shares 27,097 $2.2M 0.37% +11,416 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: 3,359 shares; 2024Q4: 3,481 shares; 2025Q1: 4,428 shares; 2025Q2: 5,428 shares; 2025Q3: 6,021 shares; 2025Q4: 6,588 shares; 2026Q1: 7,068 shares; 2026Q2: 7,991 shares 7,991 $2.16M 0.36% +923 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: 1,791 shares; 2024Q4: 1,798 shares; 2025Q1: 2,370 shares; 2025Q2: 3,145 shares; 2025Q3: 2,846 shares; 2025Q4: 3,711 shares; 2026Q1: 4,502 shares; 2026Q2: 5,103 shares 5,103 $2.12M 0.35% +601 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: 4,723 shares; 2024Q4: 5,329 shares; 2025Q1: 5,329 shares; 2025Q2: 5,302 shares; 2025Q3: 5,147 shares; 2025Q4: 5,201 shares; 2026Q1: 5,190 shares; 2026Q2: 8,517 shares 8,517 $2.1M 0.35% +3,327 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN 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: 14,512 shares; 2025Q4: 15,772 shares; 2026Q1: 16,457 shares; 2026Q2: 18,132 shares 18,132 $2.09M 0.35% +1,675 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,873 shares; 2024Q4: 3,032 shares; 2025Q1: 3,817 shares; 2025Q2: 4,668 shares; 2025Q3: 5,142 shares; 2025Q4: 5,259 shares; 2026Q1: 6,565 shares; 2026Q2: 7,054 shares 7,054 $2.07M 0.34% +489 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 236,824 shares; 2025Q2: 243,657 shares; 2025Q3: 220,227 shares; 2025Q4: 89,516 shares; 2026Q1: 40,190 shares; 2026Q2: 40,701 shares 40,701 $2.06M 0.34% +511 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,277 shares; 2024Q4: 3,964 shares; 2025Q1: 3,699 shares; 2025Q2: 3,728 shares; 2025Q3: 3,334 shares; 2025Q4: 3,226 shares; 2026Q1: 51,857 shares; 2026Q2: 52,031 shares 52,031 $2.02M 0.34% +174 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,776 shares; 2025Q4: 5,525 shares; 2026Q1: 5,808 shares; 2026Q2: 6,342 shares 6,342 $1.99M 0.33% +534 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: 5,992 shares; 2024Q4: 5,877 shares; 2025Q1: 5,650 shares; 2025Q2: 6,049 shares; 2025Q3: 6,371 shares; 2025Q4: 6,187 shares; 2026Q1: 6,087 shares; 2026Q2: 8,138 shares 8,138 $1.94M 0.32% +2,051 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,973 shares; 2024Q4: 5,009 shares; 2025Q1: 6,088 shares; 2025Q2: 6,809 shares; 2025Q3: 7,281 shares; 2025Q4: 7,411 shares; 2026Q1: 7,979 shares; 2026Q2: 8,571 shares 8,571 $1.92M 0.32% +592 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,382 shares; 2024Q4: 19,929 shares; 2025Q1: 23,714 shares; 2025Q2: 27,134 shares; 2025Q3: 29,560 shares; 2025Q4: 31,178 shares; 2026Q1: 32,696 shares; 2026Q2: 33,935 shares 33,935 $1.88M 0.31% +1,239 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: 8,482 shares; 2024Q4: 22,917 shares; 2025Q1: 52,895 shares; 2025Q2: 52,168 shares; 2025Q3: 49,270 shares; 2025Q4: 49,925 shares; 2026Q1: 49,035 shares; 2026Q2: 59,391 shares 59,391 $1.88M 0.31% +10,356 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,065 shares; 2025Q2: 25,592 shares; 2025Q3: 25,262 shares; 2025Q4: 26,510 shares; 2026Q1: 27,677 shares; 2026Q2: 29,628 shares 29,628 $1.86M 0.31% +1,951 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,454 shares; 2024Q4: 39,023 shares; 2025Q1: 38,542 shares; 2025Q2: 48,829 shares; 2025Q3: 51,224 shares; 2025Q4: 49,433 shares; 2026Q1: 51,474 shares; 2026Q2: 49,547 shares 49,547 $1.81M 0.3% -1,927 Timeline KNG 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: 17,469 shares; 2024Q4: 17,807 shares; 2025Q1: 22,861 shares; 2025Q2: 26,997 shares; 2025Q3: 28,253 shares; 2025Q4: 27,060 shares; 2026Q1: 33,876 shares; 2026Q2: 35,807 shares 35,807 $1.81M 0.3% +1,931 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS 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: 8,706 shares 8,706 $1.79M 0.3% new Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,192 shares; 2025Q1: 16,192 shares; 2025Q2: 35,745 shares; 2025Q3: 9,757 shares; 2025Q4: 9,757 shares; 2026Q1: 36,876 shares; 2026Q2: 36,876 shares 36,876 $1.75M 0.29% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,558 shares; 2024Q4: 31,490 shares; 2025Q1: 8,852 shares; 2025Q2: 7,665 shares; 2025Q3: 7,665 shares; 2025Q4: 7,745 shares; 2026Q1: 7,820 shares; 2026Q2: 14,867 shares 14,867 $1.75M 0.29% +7,047 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: 3,452 shares; 2024Q4: 4,417 shares; 2025Q1: 3,817 shares; 2025Q2: 4,198 shares; 2025Q3: 4,482 shares; 2025Q4: 4,587 shares; 2026Q1: 4,523 shares; 2026Q2: 4,841 shares 4,841 $1.73M 0.29% +318 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: 3,592 shares; 2024Q4: 3,388 shares; 2025Q1: 3,049 shares; 2025Q2: 3,052 shares; 2025Q3: 3,052 shares; 2025Q4: 3,049 shares; 2026Q1: 3,045 shares; 2026Q2: 4,861 shares 4,861 $1.72M 0.29% +1,816 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,927 shares; 2024Q4: 1,957 shares; 2025Q1: 1,957 shares; 2025Q2: 2,059 shares; 2025Q3: 2,059 shares; 2025Q4: 2,059 shares; 2026Q1: 2,049 shares; 2026Q2: 2,294 shares 2,294 $1.71M 0.28% +245 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,821 shares; 2025Q2: 8,953 shares; 2025Q3: 9,928 shares; 2025Q4: 11,614 shares; 2026Q1: 12,963 shares; 2026Q2: 14,337 shares 14,337 $1.67M 0.28% +1,374 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: 12,306 shares; 2024Q4: 11,108 shares; 2025Q1: 11,108 shares; 2025Q2: 11,185 shares; 2025Q3: 11,184 shares; 2025Q4: 11,324 shares; 2026Q1: 10,321 shares; 2026Q2: 10,321 shares 10,321 $1.61M 0.27% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,539 shares; 2024Q4: 4,675 shares; 2025Q1: 5,341 shares; 2025Q2: 2,130 shares; 2025Q3: 1,885 shares; 2025Q4: 1,885 shares; 2026Q1: 1,923 shares; 2026Q2: 2,039 shares 2,039 $1.45M 0.24% +116 Timeline ONEY 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: 7,120 shares; 2024Q4: 7,268 shares; 2025Q1: 12,439 shares; 2025Q2: 10,395 shares; 2025Q3: 12,630 shares; 2025Q4: 12,847 shares; 2026Q1: 12,784 shares; 2026Q2: 10,929 shares 10,929 $1.4M 0.23% -1,855 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA 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: 4,039 shares 4,039 $1.2M 0.2% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,776 shares; 2025Q4: 1,855 shares; 2026Q1: 1,848 shares; 2026Q2: 2,040 shares 2,040 $1.19M 0.2% +192 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,548 shares; 2025Q3: 4,005 shares; 2025Q4: 6,738 shares; 2026Q1: 8,513 shares; 2026Q2: 9,073 shares 9,073 $1.18M 0.2% +560 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,479 shares; 2026Q1: 3,793 shares; 2026Q2: 5,232 shares 5,232 $1.14M 0.19% +1,439 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,765 shares; 2024Q4: 4,975 shares; 2025Q1: 6,648 shares; 2025Q2: 7,957 shares; 2025Q3: 9,360 shares; 2025Q4: 9,792 shares; 2026Q1: 12,347 shares; 2026Q2: 15,597 shares 15,597 $1.12M 0.19% +3,250 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: 825 shares; 2024Q4: 825 shares; 2025Q1: 696 shares; 2025Q2: 696 shares; 2025Q3: 696 shares; 2025Q4: 701 shares; 2026Q1: 699 shares; 2026Q2: 8,309 shares 8,309 $1.03M 0.17% +7,610 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,380 shares; 2024Q4: 4,340 shares; 2025Q1: 5,252 shares; 2025Q2: 6,290 shares; 2025Q3: 6,725 shares; 2025Q4: 6,771 shares; 2026Q1: 8,168 shares; 2026Q2: 8,271 shares 8,271 $1.03M 0.17% +103 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,099 shares 6,099 $1.02M 0.17% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,107 shares; 2024Q4: 1,058 shares; 2025Q1: 1,493 shares; 2025Q2: 1,490 shares; 2025Q3: 1,471 shares; 2025Q4: 1,274 shares; 2026Q1: 1,274 shares; 2026Q2: 1,274 shares 1,274 $938K 0.16% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,139 shares; 2025Q4: 1,127 shares; 2026Q1: 1,213 shares; 2026Q2: 1,288 shares 1,288 $931K 0.15% +75 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,134 shares; 2024Q4: 23,337 shares; 2025Q1: 19,425 shares; 2025Q2: 18,897 shares; 2025Q3: 17,206 shares; 2025Q4: 16,024 shares; 2026Q1: 16,225 shares; 2026Q2: 15,681 shares 15,681 $931K 0.15% -544 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: 725 shares; 2024Q4: 637 shares; 2025Q1: 834 shares; 2025Q2: 896 shares; 2025Q3: 965 shares; 2025Q4: 931 shares; 2026Q1: 926 shares; 2026Q2: 1,832 shares 1,832 $917K 0.15% +906 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: 7,864 shares; 2024Q4: 8,357 shares; 2025Q1: 8,554 shares; 2025Q2: 8,424 shares; 2025Q3: 8,246 shares; 2025Q4: 8,324 shares; 2026Q1: 8,071 shares; 2026Q2: 7,877 shares 7,877 $892K 0.15% -194 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,370 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,831 shares 4,831 $874K 0.15% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,396 shares; 2025Q2: 13,653 shares; 2025Q3: 11,154 shares; 2025Q4: 9,081 shares; 2026Q1: 8,473 shares; 2026Q2: 8,399 shares 8,399 $873K 0.15% -74 Timeline BSMY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,519 shares; 2025Q3: 17,519 shares; 2025Q4: 20,633 shares; 2026Q1: 20,633 shares; 2026Q2: 34,174 shares 34,174 $842K 0.14% +13,541 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: 46,543 shares; 2024Q4: 50,451 shares; 2025Q1: 33,191 shares; 2025Q2: 32,218 shares; 2025Q3: 29,916 shares; 2025Q4: 21,860 shares; 2026Q1: 18,815 shares; 2026Q2: 19,229 shares 19,229 $797K 0.13% +414 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: not reported; 2026Q1: not reported; 2026Q2: 5,420 shares 5,420 $759K 0.13% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 872 shares; 2024Q4: 963 shares; 2025Q1: 1,486 shares; 2025Q2: 1,859 shares; 2025Q3: 2,110 shares; 2025Q4: 2,357 shares; 2026Q1: 2,862 shares; 2026Q2: 2,858 shares 2,858 $746K 0.12% -4 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 16,571 shares; 2025Q4: 16,571 shares; 2026Q1: 14,814 shares; 2026Q2: 14,814 shares 14,814 $703K 0.12% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,021 shares; 2024Q4: 2,064 shares; 2025Q1: 2,117 shares; 2025Q2: 2,002 shares; 2025Q3: 2,002 shares; 2025Q4: 2,033 shares; 2026Q1: 2,033 shares; 2026Q2: 2,058 shares 2,058 $696K 0.12% +25 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: 9,269 shares; 2024Q4: 8,875 shares; 2025Q1: 8,675 shares; 2025Q2: 9,366 shares; 2025Q3: 8,824 shares; 2025Q4: 7,871 shares; 2026Q1: 7,284 shares; 2026Q2: 8,915 shares 8,915 $663K 0.11% +1,631 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: 1,038 shares; 2024Q4: 1,033 shares; 2025Q1: 1,123 shares; 2025Q2: 1,198 shares; 2025Q3: 1,298 shares; 2025Q4: 1,376 shares; 2026Q1: 1,256 shares; 2026Q2: 1,164 shares 1,164 $656K 0.11% -92 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: 1,006 shares; 2024Q4: 1,006 shares; 2025Q1: not reported; 2025Q2: 744 shares; 2025Q3: 744 shares; 2025Q4: 744 shares; 2026Q1: 656 shares; 2026Q2: 7,528 shares 7,528 $648K 0.11% +6,872 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: 1,357 shares 1,357 $648K 0.11% new 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: 5,231 shares; 2024Q4: 5,407 shares; 2025Q1: 6,259 shares; 2025Q2: 7,136 shares; 2025Q3: 7,569 shares; 2025Q4: 7,940 shares; 2026Q1: 8,146 shares; 2026Q2: 1,788 shares 1,788 $647K 0.11% -6,358 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,269 shares 2,269 $638K 0.11% 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: 3,510 shares; 2024Q4: 3,682 shares; 2025Q1: 2,867 shares; 2025Q2: 2,635 shares; 2025Q3: 2,614 shares; 2025Q4: 2,476 shares; 2026Q1: 2,418 shares; 2026Q2: 2,437 shares 2,437 $592K 0.1% +19 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,729 shares 1,729 $590K 0.1% new 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: 1,433 shares; 2024Q4: 1,292 shares; 2025Q1: 1,477 shares; 2025Q2: 1,588 shares; 2025Q3: 1,601 shares; 2025Q4: 1,628 shares; 2026Q1: 1,547 shares; 2026Q2: 1,704 shares 1,704 $585K 0.1% +157 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,840 shares; 2024Q4: 1,840 shares; 2025Q1: 1,840 shares; 2025Q2: 920 shares; 2025Q3: 940 shares; 2025Q4: 1,922 shares; 2026Q1: 1,840 shares; 2026Q2: 3,021 shares 3,021 $576K 0.1% +1,181 Timeline IBDZ 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: 21,743 shares 21,743 $566K 0.09% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY 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: 5,059 shares; 2026Q2: 4,868 shares 4,868 $556K 0.09% -191 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,876 shares 2,876 $546K 0.09% new Timeline VTHR 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: 1,794 shares; 2024Q4: 1,673 shares; 2025Q1: 1,657 shares; 2025Q2: 1,820 shares; 2025Q3: 1,820 shares; 2025Q4: 1,820 shares; 2026Q1: 1,639 shares; 2026Q2: 1,645 shares 1,645 $545K 0.09% +6 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 469 shares 469 $541K 0.09% new Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 15,338 shares; 2026Q1: 15,338 shares; 2026Q2: 13,717 shares 13,717 $539K 0.09% -1,621 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,503 shares 3,503 $531K 0.09% new 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: 3,109 shares; 2024Q4: 8,060 shares; 2025Q1: 8,815 shares; 2025Q2: 7,980 shares; 2025Q3: 7,618 shares; 2025Q4: 5,170 shares; 2026Q1: 4,696 shares; 2026Q2: 4,143 shares 4,143 $530K 0.09% -553 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,376 shares 4,376 $523K 0.09% new Timeline MAYM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,796 shares; 2025Q3: 11,796 shares; 2025Q4: 11,796 shares; 2026Q1: 10,892 shares; 2026Q2: 15,803 shares 15,803 $520K 0.09% +4,911 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: 400 shares; 2024Q4: 434 shares; 2025Q1: 478 shares; 2025Q2: 492 shares; 2025Q3: 427 shares; 2025Q4: 459 shares; 2026Q1: 453 shares; 2026Q2: 503 shares 503 $471K 0.08% +50 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: 5,057 shares; 2024Q4: 15,171 shares; 2025Q1: 14,526 shares; 2025Q2: 14,526 shares; 2025Q3: 14,526 shares; 2025Q4: 14,526 shares; 2026Q1: 14,526 shares; 2026Q2: 15,879 shares 15,879 $460K 0.08% +1,353 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,853 shares; 2025Q1: 1,729 shares; 2025Q2: 1,729 shares; 2025Q3: 1,652 shares; 2025Q4: 1,738 shares; 2026Q1: 1,738 shares; 2026Q2: 2,183 shares 2,183 $456K 0.08% +445 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,427 shares; 2024Q4: 9,347 shares; 2025Q1: 8,007 shares; 2025Q2: 8,079 shares; 2025Q3: 7,129 shares; 2025Q4: 6,418 shares; 2026Q1: 6,749 shares; 2026Q2: 6,728 shares 6,728 $456K 0.08% -21 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: 255 shares; 2025Q2: 294 shares; 2025Q3: 276 shares; 2025Q4: 334 shares; 2026Q1: 321 shares; 2026Q2: 377 shares 377 $452K 0.08% +56 Timeline WPC WP CAREY INC More: the full row for WP CAREY 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: 6,307 shares 6,307 $451K 0.07% new 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: 8,036 shares; 2024Q4: 8,303 shares; 2025Q1: 10,142 shares; 2025Q2: 2,951 shares; 2025Q3: 2,951 shares; 2025Q4: 2,951 shares; 2026Q1: 2,978 shares; 2026Q2: 3,304 shares 3,304 $447K 0.07% +326 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,768 shares 3,768 $443K 0.07% new 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: 6,481 shares; 2024Q4: 6,551 shares; 2025Q1: 8,164 shares; 2025Q2: 9,833 shares; 2025Q3: 10,550 shares; 2025Q4: 10,018 shares; 2026Q1: not reported; 2026Q2: 1,482 shares 1,482 $442K 0.07% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,284 shares; 2025Q1: 1,294 shares; 2025Q2: 1,702 shares; 2025Q3: 1,641 shares; 2025Q4: 1,581 shares; 2026Q1: 1,581 shares; 2026Q2: 2,965 shares 2,965 $435K 0.07% +1,384 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 536 shares 536 $426K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,846 shares 22,846 $423K 0.07% new Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P 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: 16,837 shares 16,837 $409K 0.07% new Timeline BAPRA 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: not reported; 2026Q2: 5,721 shares 5,721 $385K 0.06% 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: not reported; 2026Q2: 396 shares 396 $382K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,746 shares 1,746 $370K 0.06% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,081 shares; 2024Q4: 23,268 shares; 2025Q1: 11,111 shares; 2025Q2: 5,638 shares; 2025Q3: 5,638 shares; 2025Q4: 5,638 shares; 2026Q1: 5,495 shares; 2026Q2: 5,440 shares 5,440 $368K 0.06% -55 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,140 shares; 2024Q4: 28,267 shares; 2025Q1: 18,293 shares; 2025Q2: 11,708 shares; 2025Q3: 9,798 shares; 2025Q4: 8,190 shares; 2026Q1: 6,731 shares; 2026Q2: 6,335 shares 6,335 $365K 0.06% -396 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: 5,954 shares 5,954 $343K 0.06% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,244 shares; 2024Q4: 5,244 shares; 2025Q1: 5,244 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,202 shares 6,202 $332K 0.06% new 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: 1,093 shares 1,093 $331K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,861 shares 9,861 $330K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,790 shares 3,790 $329K 0.05% new Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 99,543 shares; 2025Q2: 98,231 shares; 2025Q3: 95,212 shares; 2025Q4: 94,006 shares; 2026Q1: not reported; 2026Q2: 10,391 shares 10,391 $324K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,056 shares 1,056 $320K 0.05% new 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: 475 shares; 2024Q4: not reported; 2025Q1: 526 shares; 2025Q2: 473 shares; 2025Q3: 455 shares; 2025Q4: 481 shares; 2026Q1: 482 shares; 2026Q2: 610 shares 610 $313K 0.05% +128 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: 2,729 shares; 2024Q4: 7,855 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,774 shares 8,774 $297K 0.05% new Timeline PEY 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: 37,018 shares; 2024Q4: 37,763 shares; 2025Q1: 36,404 shares; 2025Q2: 23,963 shares; 2025Q3: 23,963 shares; 2025Q4: 21,781 shares; 2026Q1: 15,205 shares; 2026Q2: 12,728 shares 12,728 $295K 0.05% -2,477 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 596 shares 596 $293K 0.05% new 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: not reported; 2025Q1: not reported; 2025Q2: 2,699 shares; 2025Q3: 3,707 shares; 2025Q4: 3,760 shares; 2026Q1: 3,590 shares; 2026Q2: 2,505 shares 2,505 $292K 0.05% -1,085 Timeline JANM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80,124 shares; 2025Q2: 83,724 shares; 2025Q3: 82,700 shares; 2025Q4: 82,562 shares; 2026Q1: 8,479 shares; 2026Q2: 8,498 shares 8,498 $288K 0.05% +19 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,390 shares; 2025Q3: 1,829 shares; 2025Q4: 1,857 shares; 2026Q1: 1,643 shares; 2026Q2: 1,805 shares 1,805 $286K 0.05% +162 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,253 shares; 2024Q4: 1,276 shares; 2025Q1: not reported; 2025Q2: 1,379 shares; 2025Q3: 1,680 shares; 2025Q4: 1,446 shares; 2026Q1: 1,479 shares; 2026Q2: 1,864 shares 1,864 $273K 0.05% +385 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS 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: 815 shares 815 $273K 0.05% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,707 shares; 2024Q4: 1,210 shares; 2025Q1: 1,540 shares; 2025Q2: 1,202 shares; 2025Q3: 1,142 shares; 2025Q4: 1,142 shares; 2026Q1: 1,142 shares; 2026Q2: 1,142 shares 1,142 $270K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,431 shares 16,431 $269K 0.04% new Timeline PFE PFIZER INC More: the full row for PFIZER 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: 11,016 shares 11,016 $265K 0.04% new Timeline AFL AFLAC INC More: the full row for AFLAC 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: 3,885 shares; 2026Q2: 2,260 shares 2,260 $265K 0.04% -1,625 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,393 shares 6,393 $261K 0.04% new Timeline OCTM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 7,554 shares 7,554 $254K 0.04% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN 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: 11,211 shares 11,211 $251K 0.04% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI 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: 571 shares 571 $250K 0.04% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,143 shares; 2024Q4: 1,034 shares; 2025Q1: 1,056 shares; 2025Q2: 1,035 shares; 2025Q3: 806 shares; 2025Q4: 793 shares; 2026Q1: 793 shares; 2026Q2: 769 shares 769 $242K 0.04% -24 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,073 shares 3,073 $240K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,896 shares; 2025Q3: 2,896 shares; 2025Q4: 2,794 shares; 2026Q1: 2,773 shares; 2026Q2: 2,785 shares 2,785 $238K 0.04% +12 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE 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: 6,397 shares 6,397 $237K 0.04% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,932 shares 1,932 $235K 0.04% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,876 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,826 shares 2,826 $234K 0.04% new Timeline JPEM 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: 16,997 shares; 2024Q4: 16,497 shares; 2025Q1: 15,423 shares; 2025Q2: 15,262 shares; 2025Q3: 5,743 shares; 2025Q4: 5,528 shares; 2026Q1: 4,742 shares; 2026Q2: 3,710 shares 3,710 $233K 0.04% -1,032 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 236 shares; 2025Q3: 247 shares; 2025Q4: 2,929 shares; 2026Q1: 2,663 shares; 2026Q2: 3,210 shares 3,210 $229K 0.04% +547 Timeline MTB M & T BK CORP More: the full row for M & T BK 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: 962 shares 962 $229K 0.04% new 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: 1,310 shares 1,310 $222K 0.04% new 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: not reported; 2025Q1: not reported; 2025Q2: 341 shares; 2025Q3: 443 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 390 shares 390 $219K 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,896 shares 5,896 $217K 0.04% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,809 shares; 2024Q4: 1,809 shares; 2025Q1: 1,809 shares; 2025Q2: not reported; 2025Q3: 904 shares; 2025Q4: 2,004 shares; 2026Q1: not reported; 2026Q2: 1,808 shares 1,808 $212K 0.04% new Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,618 shares; 2024Q4: 3,383 shares; 2025Q1: 2,561 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,182 shares 2,182 $210K 0.03% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,649 shares; 2026Q2: 2,650 shares 2,650 $209K 0.03% +1 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 556 shares; 2026Q1: 551 shares; 2026Q2: 568 shares 568 $209K 0.03% +17 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: 174 shares 174 $204K 0.03% new Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,940 shares; 2025Q2: 100,722 shares; 2025Q3: 100,722 shares; 2025Q4: 99,809 shares; 2026Q1: not reported; 2026Q2: 5,972 shares 5,972 $204K 0.03% new Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 4,206 shares; 2026Q1: 14,387 shares; 2026Q2: 4,064 shares 4,064 $204K 0.03% -10,323 Timeline