IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,751 shares; 2025Q1: 4,011 shares; 2025Q2: 5,203 shares; 2025Q3: 6,401 shares; 2025Q4: 6,152 shares; 2026Q1: 9,776 shares; 2026Q2: 11,593 shares 11,593 $8.68M 4.77% +1,817 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,860 shares; 2025Q1: 26,683 shares; 2025Q2: 25,741 shares; 2025Q3: 32,897 shares; 2025Q4: 54,303 shares; 2026Q1: 67,325 shares; 2026Q2: 60,696 shares 60,696 $6.87M 3.78% -6,629 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,791 shares; 2025Q1: 21,481 shares; 2025Q2: 21,486 shares; 2025Q3: 21,314 shares; 2025Q4: 21,339 shares; 2026Q1: 21,346 shares; 2026Q2: 21,356 shares 21,356 $6.72M 3.69% +10 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,187 shares; 2025Q1: 14,635 shares; 2025Q2: 15,562 shares; 2025Q3: 15,091 shares; 2025Q4: 16,218 shares; 2026Q1: 19,716 shares; 2026Q2: 20,757 shares 20,757 $6.01M 3.3% +1,041 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,643 shares; 2025Q1: 9,486 shares; 2025Q2: 10,419 shares; 2025Q3: 10,785 shares; 2025Q4: 10,314 shares; 2026Q1: 13,408 shares; 2026Q2: 12,692 shares 12,692 $4.73M 2.6% -716 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,758 shares; 2025Q1: 10,998 shares; 2025Q2: 11,635 shares; 2025Q3: 12,721 shares; 2025Q4: 11,017 shares; 2026Q1: 12,334 shares; 2026Q2: 12,433 shares 12,433 $4.7M 2.58% +99 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,398 shares; 2025Q1: 9,209 shares; 2025Q2: 11,641 shares; 2025Q3: 13,771 shares; 2025Q4: 13,477 shares; 2026Q1: 17,836 shares; 2026Q2: 21,004 shares 21,004 $4.2M 2.31% +3,168 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,432 shares; 2025Q1: 4,511 shares; 2025Q2: 4,679 shares; 2025Q3: 4,450 shares; 2025Q4: 4,434 shares; 2026Q1: 5,667 shares; 2026Q2: 5,306 shares 5,306 $3.96M 2.18% -361 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,159 shares; 2025Q1: 13,873 shares; 2025Q2: 14,983 shares; 2025Q3: 14,512 shares; 2025Q4: 12,819 shares; 2026Q1: 16,054 shares; 2026Q2: 15,990 shares 15,990 $3.81M 2.09% -64 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,138 shares; 2025Q1: 6,204 shares; 2025Q2: 7,252 shares; 2025Q3: 6,396 shares; 2025Q4: 6,215 shares; 2026Q1: 7,005 shares; 2026Q2: 10,412 shares 10,412 $3.68M 2.02% +3,407 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,007 shares; 2025Q1: 3,250 shares; 2025Q2: 3,669 shares; 2025Q3: 4,858 shares; 2025Q4: 6,264 shares; 2026Q1: 7,046 shares; 2026Q2: 7,284 shares 7,284 $3.48M 1.91% +238 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,613 shares; 2025Q1: 4,528 shares; 2025Q2: 8,068 shares; 2025Q3: 8,286 shares; 2025Q4: 11,261 shares; 2026Q1: 46,690 shares; 2026Q2: 58,724 shares 58,724 $3.07M 1.69% +12,034 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,143 shares; 2025Q1: 20,148 shares; 2025Q2: 32,312 shares; 2025Q3: 34,888 shares; 2025Q4: 33,863 shares; 2026Q1: 41,643 shares; 2026Q2: 44,238 shares 44,238 $3.01M 1.65% +2,595 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 705 shares; 2025Q1: 1,285 shares; 2025Q2: 2,190 shares; 2025Q3: 2,441 shares; 2025Q4: 2,198 shares; 2026Q1: 2,091 shares; 2026Q2: 2,108 shares 2,108 $2.53M 1.39% +17 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,512 shares; 2025Q1: 18,055 shares; 2025Q2: 31,639 shares; 2025Q3: 33,715 shares; 2025Q4: 31,632 shares; 2026Q1: 36,775 shares; 2026Q2: 37,368 shares 37,368 $2.32M 1.27% +593 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,555 shares; 2025Q1: 3,512 shares; 2025Q2: 4,269 shares; 2025Q3: 4,520 shares; 2025Q4: 4,579 shares; 2026Q1: 6,022 shares; 2026Q2: 6,352 shares 6,352 $2.27M 1.25% +330 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,188 shares; 2025Q2: 8,946 shares; 2025Q3: 9,474 shares; 2025Q4: 12,706 shares; 2026Q1: 18,991 shares; 2026Q2: 20,891 shares 20,891 $2.07M 1.14% +1,900 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,495 shares; 2025Q1: 4,834 shares; 2025Q2: 5,472 shares; 2025Q3: 5,708 shares; 2025Q4: 5,649 shares; 2026Q1: 5,809 shares; 2026Q2: 6,131 shares 6,131 $2.01M 1.1% +322 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,099 shares; 2025Q1: 7,034 shares; 2025Q2: 8,548 shares; 2025Q3: 9,563 shares; 2025Q4: 9,425 shares; 2026Q1: 9,590 shares; 2026Q2: 7,469 shares 7,469 $1.9M 1.04% -2,121 Timeline JAVA 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 loaded; 2024Q4: not reported; 2025Q1: 6,673 shares; 2025Q2: 11,696 shares; 2025Q3: 12,871 shares; 2025Q4: 12,732 shares; 2026Q1: 20,227 shares; 2026Q2: 23,382 shares 23,382 $1.86M 1.02% +3,155 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,139 shares; 2025Q1: 10,695 shares; 2025Q2: 18,493 shares; 2025Q3: 22,993 shares; 2025Q4: 25,221 shares; 2026Q1: 22,717 shares; 2026Q2: 22,347 shares 22,347 $1.85M 1.02% -370 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 469,934 shares; 2025Q1: 460,022 shares; 2025Q2: 431,489 shares; 2025Q3: 97,906 shares; 2025Q4: 98,112 shares; 2026Q1: 68,160 shares; 2026Q2: 68,308 shares 68,308 $1.8M 0.99% +148 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,909 shares; 2025Q1: 3,910 shares; 2025Q2: 4,512 shares; 2025Q3: 9,401 shares; 2025Q4: 9,045 shares; 2026Q1: 14,980 shares; 2026Q2: 18,397 shares 18,397 $1.78M 0.98% +3,417 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,889 shares; 2025Q1: 2,683 shares; 2025Q2: 2,982 shares; 2025Q3: 3,113 shares; 2025Q4: 3,991 shares; 2026Q1: 4,188 shares; 2026Q2: 4,976 shares 4,976 $1.75M 0.96% +788 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 548 shares; 2026Q1: 710 shares; 2026Q2: 879 shares 879 $1.75M 0.96% +169 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,542 shares 12,542 $1.71M 0.94% 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 loaded; 2024Q4: not reported; 2025Q1: 2,159 shares; 2025Q2: 2,180 shares; 2025Q3: 2,236 shares; 2025Q4: 2,059 shares; 2026Q1: 2,745 shares; 2026Q2: 2,910 shares 2,910 $1.69M 0.93% +165 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,265 shares; 2025Q4: 20,913 shares; 2026Q1: 37,924 shares; 2026Q2: 31,414 shares 31,414 $1.66M 0.91% -6,510 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,825 shares; 2025Q3: 9,883 shares; 2025Q4: 9,948 shares; 2026Q1: 10,007 shares; 2026Q2: 10,069 shares 10,069 $1.59M 0.87% +62 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 997 shares; 2025Q1: 692 shares; 2025Q2: 1,653 shares; 2025Q3: 1,830 shares; 2025Q4: 1,853 shares; 2026Q1: 3,269 shares; 2026Q2: 3,743 shares 3,743 $1.56M 0.85% +474 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,166 shares; 2025Q1: 1,076 shares; 2025Q2: 1,172 shares; 2025Q3: 1,225 shares; 2025Q4: 1,180 shares; 2026Q1: 1,762 shares; 2026Q2: 2,749 shares 2,749 $1.55M 0.85% +987 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,956 shares; 2025Q1: 4,951 shares; 2025Q2: 5,829 shares; 2025Q3: 6,028 shares; 2025Q4: 6,064 shares; 2026Q1: 5,071 shares; 2026Q2: 5,232 shares 5,232 $1.32M 0.72% +161 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,932 shares; 2025Q1: 5,513 shares; 2025Q2: 5,173 shares; 2025Q3: 4,551 shares; 2025Q4: 4,551 shares; 2026Q1: 4,233 shares; 2026Q2: 4,378 shares 4,378 $1.32M 0.72% +145 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,515 shares; 2025Q1: 4,515 shares; 2025Q2: 4,515 shares; 2025Q3: 4,515 shares; 2025Q4: 4,515 shares; 2026Q1: 4,515 shares; 2026Q2: 4,515 shares 4,515 $1.29M 0.71% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,866 shares; 2025Q1: 3,400 shares; 2025Q2: 3,360 shares; 2025Q3: 3,360 shares; 2025Q4: 6,720 shares; 2026Q1: 6,720 shares; 2026Q2: 6,720 shares 6,720 $1.28M 0.7% 0 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,059 shares; 2025Q1: 5,610 shares; 2025Q2: 9,398 shares; 2025Q3: 9,699 shares; 2025Q4: 8,536 shares; 2026Q1: 11,157 shares; 2026Q2: 9,840 shares 9,840 $1.21M 0.66% -1,317 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,293 shares; 2025Q1: 2,455 shares; 2025Q2: 2,788 shares; 2025Q3: 2,757 shares; 2025Q4: 2,904 shares; 2026Q1: 2,894 shares; 2026Q2: 2,822 shares 2,822 $1.2M 0.66% -72 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,201 shares; 2025Q1: 3,758 shares; 2025Q2: 3,944 shares; 2025Q3: 3,576 shares; 2025Q4: 2,841 shares; 2026Q1: 3,272 shares; 2026Q2: 3,501 shares 3,501 $1.2M 0.66% +229 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,084 shares; 2025Q1: 9,047 shares; 2025Q2: 18,040 shares; 2025Q3: 19,288 shares; 2025Q4: 18,338 shares; 2026Q1: 12,547 shares; 2026Q2: 13,834 shares 13,834 $1.19M 0.65% +1,287 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,084 shares; 2025Q1: not reported; 2025Q2: 11,450 shares; 2025Q3: 10,406 shares; 2025Q4: 11,123 shares; 2026Q1: 12,331 shares; 2026Q2: 10,852 shares 10,852 $1.17M 0.64% -1,479 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,795 shares; 2025Q1: 9,379 shares; 2025Q2: 14,710 shares; 2025Q3: 13,227 shares; 2025Q4: 11,770 shares; 2026Q1: 16,561 shares; 2026Q2: 14,986 shares 14,986 $1.15M 0.63% -1,575 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,921 shares; 2025Q2: 5,184 shares; 2025Q3: 7,632 shares; 2025Q4: 7,438 shares; 2026Q1: 8,498 shares; 2026Q2: 9,025 shares 9,025 $1.06M 0.58% +527 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,559 shares; 2025Q2: 1,948 shares; 2025Q3: 2,252 shares; 2025Q4: 2,305 shares; 2026Q1: 3,027 shares; 2026Q2: 4,285 shares 4,285 $1.06M 0.58% +1,258 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,059 shares; 2025Q1: 1,854 shares; 2025Q2: 1,723 shares; 2025Q3: 1,405 shares; 2025Q4: 1,337 shares; 2026Q1: 2,462 shares; 2026Q2: 2,565 shares 2,565 $1.02M 0.56% +103 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,918 shares; 2025Q1: 10,133 shares; 2025Q2: 12,831 shares; 2025Q3: 13,575 shares; 2025Q4: 12,487 shares; 2026Q1: 12,594 shares; 2026Q2: 11,525 shares 11,525 $1.01M 0.56% -1,069 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 435 shares; 2025Q1: 586 shares; 2025Q2: 648 shares; 2025Q3: 653 shares; 2025Q4: 480 shares; 2026Q1: 1,282 shares; 2026Q2: 1,325 shares 1,325 $975K 0.54% +43 Timeline EQL ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,014 shares; 2025Q1: 11,109 shares; 2025Q2: 19,876 shares; 2025Q3: 19,876 shares; 2025Q4: 17,692 shares; 2026Q1: 17,692 shares; 2026Q2: 18,112 shares 18,112 $914K 0.5% +420 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,645 shares; 2026Q2: 2,985 shares 2,985 $889K 0.49% -660 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 990 shares; 2025Q1: 2,181 shares; 2025Q2: 2,027 shares; 2025Q3: 2,027 shares; 2025Q4: 1,990 shares; 2026Q1: 1,771 shares; 2026Q2: 7,084 shares 7,084 $880K 0.48% +5,313 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,799 shares; 2026Q1: 3,078 shares; 2026Q2: 7,341 shares 7,341 $869K 0.48% +4,263 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,056 shares; 2025Q2: 12,661 shares; 2025Q3: 14,317 shares; 2025Q4: 11,552 shares; 2026Q1: 11,581 shares; 2026Q2: 11,653 shares 11,653 $866K 0.48% +72 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 515 shares; 2026Q1: 559 shares; 2026Q2: 694 shares 694 $815K 0.45% +135 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: not loaded; 2024Q4: 2,993 shares; 2025Q1: 3,394 shares; 2025Q2: 3,875 shares; 2025Q3: 3,808 shares; 2025Q4: 3,557 shares; 2026Q1: 3,574 shares; 2026Q2: 3,635 shares 3,635 $814K 0.45% +61 Timeline EMOP 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,924 shares; 2026Q2: 15,387 shares 15,387 $804K 0.44% +3,463 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 598 shares; 2025Q1: not reported; 2025Q2: 851 shares; 2025Q3: 975 shares; 2025Q4: 991 shares; 2026Q1: 1,373 shares; 2026Q2: 1,906 shares 1,906 $802K 0.44% +533 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,941 shares; 2025Q1: 7,941 shares; 2025Q2: 7,941 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,283 shares; 2026Q2: 25,283 shares 25,283 $771K 0.42% +4,000 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,386 shares; 2025Q1: 4,790 shares; 2025Q2: 6,003 shares; 2025Q3: 5,475 shares; 2025Q4: 5,524 shares; 2026Q1: 5,646 shares; 2026Q2: 5,561 shares 5,561 $765K 0.42% -85 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,540 shares; 2025Q1: 3,540 shares; 2025Q2: 3,359 shares; 2025Q3: 3,359 shares; 2025Q4: 3,359 shares; 2026Q1: 3,359 shares; 2026Q2: 3,059 shares 3,059 $753K 0.41% -300 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: not loaded; 2024Q4: 6,641 shares; 2025Q1: 6,697 shares; 2025Q2: 4,562 shares; 2025Q3: 4,562 shares; 2025Q4: 4,444 shares; 2026Q1: 7,212 shares; 2026Q2: 10,554 shares 10,554 $752K 0.41% +3,342 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,237 shares; 2026Q1: 1,454 shares; 2026Q2: 1,421 shares 1,421 $737K 0.41% -33 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 375 shares; 2025Q1: 349 shares; 2025Q2: 367 shares; 2025Q3: 367 shares; 2025Q4: 387 shares; 2026Q1: 755 shares; 2026Q2: 780 shares 780 $730K 0.4% +25 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,449 shares; 2025Q1: 2,668 shares; 2025Q2: 5,147 shares; 2025Q3: 3,892 shares; 2025Q4: 3,985 shares; 2026Q1: 3,308 shares; 2026Q2: 2,865 shares 2,865 $723K 0.4% -443 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,142 shares; 2025Q3: 9,434 shares; 2025Q4: 9,434 shares; 2026Q1: 23,865 shares; 2026Q2: 25,865 shares 25,865 $705K 0.39% +2,000 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,701 shares 1,701 $697K 0.38% 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 loaded; 2024Q4: 3,261 shares; 2025Q1: 5,109 shares; 2025Q2: 6,079 shares; 2025Q3: 6,659 shares; 2025Q4: 6,682 shares; 2026Q1: 4,472 shares; 2026Q2: 4,650 shares 4,650 $682K 0.37% +178 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,633 shares; 2025Q2: 2,283 shares; 2025Q3: 2,644 shares; 2025Q4: 2,884 shares; 2026Q1: 2,901 shares; 2026Q2: 2,036 shares 2,036 $672K 0.37% -865 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,120 shares; 2025Q4: 1,429 shares; 2026Q1: 1,798 shares; 2026Q2: 1,846 shares 1,846 $654K 0.36% +48 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,637 shares; 2025Q1: 1,637 shares; 2025Q2: 1,637 shares; 2025Q3: 1,637 shares; 2025Q4: 1,637 shares; 2026Q1: 1,637 shares; 2026Q2: 1,637 shares 1,637 $649K 0.36% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,952 shares; 2025Q1: 1,914 shares; 2025Q2: 1,913 shares; 2025Q3: 1,913 shares; 2025Q4: 1,913 shares; 2026Q1: 1,807 shares; 2026Q2: 1,807 shares 1,807 $621K 0.34% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,212 shares; 2025Q1: 2,154 shares; 2025Q2: 2,864 shares; 2025Q3: 3,384 shares; 2025Q4: 3,439 shares; 2026Q1: 3,533 shares; 2026Q2: 3,737 shares 3,737 $619K 0.34% +204 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 810 shares; 2025Q1: 821 shares; 2025Q2: 631 shares; 2025Q3: 631 shares; 2025Q4: 626 shares; 2026Q1: 621 shares; 2026Q2: 4,972 shares 4,972 $594K 0.33% +4,351 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 511 shares; 2025Q1: 894 shares; 2025Q2: 936 shares; 2025Q3: 943 shares; 2025Q4: 817 shares; 2026Q1: 1,153 shares; 2026Q2: 1,183 shares 1,183 $588K 0.32% +30 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,343 shares; 2025Q1: 2,431 shares; 2025Q2: 2,902 shares; 2025Q3: 3,194 shares; 2025Q4: 3,236 shares; 2026Q1: 2,503 shares; 2026Q2: 2,114 shares 2,114 $571K 0.31% -389 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,309 shares 1,309 $567K 0.31% new Timeline AGIX KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,962 shares 11,962 $561K 0.31% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,067 shares; 2025Q1: 1,381 shares; 2025Q2: 2,556 shares; 2025Q3: 2,593 shares; 2025Q4: 3,552 shares; 2026Q1: 3,043 shares; 2026Q2: 2,456 shares 2,456 $558K 0.31% -587 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,585 shares; 2025Q3: 1,856 shares; 2025Q4: 1,893 shares; 2026Q1: 2,133 shares; 2026Q2: 2,740 shares 2,740 $552K 0.3% +607 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 loaded; 2024Q4: 560 shares; 2025Q1: 458 shares; 2025Q2: 451 shares; 2025Q3: 460 shares; 2025Q4: 448 shares; 2026Q1: 555 shares; 2026Q2: 571 shares 571 $549K 0.3% +16 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 763 shares 763 $544K 0.3% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,479 shares; 2026Q2: 2,286 shares 2,286 $543K 0.3% +807 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,500 shares; 2025Q1: 4,000 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 6,400 shares; 2026Q1: 9,400 shares; 2026Q2: 11,900 shares 11,900 $540K 0.3% +2,500 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,395 shares; 2025Q1: 5,395 shares; 2025Q2: 5,395 shares; 2025Q3: 5,395 shares; 2025Q4: 5,395 shares; 2026Q1: 5,395 shares; 2026Q2: 5,395 shares 5,395 $537K 0.3% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,647 shares; 2025Q1: 2,385 shares; 2025Q2: 2,304 shares; 2025Q3: 2,217 shares; 2025Q4: 2,184 shares; 2026Q1: 1,902 shares; 2026Q2: 1,972 shares 1,972 $536K 0.29% +70 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,544 shares; 2025Q1: 16,095 shares; 2025Q2: 13,095 shares; 2025Q3: 13,095 shares; 2025Q4: 11,433 shares; 2026Q1: 10,419 shares; 2026Q2: 8,966 shares 8,966 $535K 0.29% -1,453 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,298 shares; 2025Q1: 8,015 shares; 2025Q2: 9,680 shares; 2025Q3: 7,507 shares; 2025Q4: 6,774 shares; 2026Q1: 11,110 shares; 2026Q2: 11,573 shares 11,573 $534K 0.29% +463 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,421 shares 1,421 $531K 0.29% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 561 shares; 2025Q1: 263 shares; 2025Q2: 302 shares; 2025Q3: 451 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,300 shares 5,300 $526K 0.29% 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 loaded; 2024Q4: 5,674 shares; 2025Q1: 4,956 shares; 2025Q2: 5,581 shares; 2025Q3: 5,006 shares; 2025Q4: 2,124 shares; 2026Q1: 1,944 shares; 2026Q2: 4,495 shares 4,495 $513K 0.28% +2,551 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,951 shares; 2026Q2: 3,118 shares 3,118 $512K 0.28% +167 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 371 shares; 2026Q2: 879 shares 879 $507K 0.28% +508 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,406 shares; 2025Q1: 9,967 shares; 2025Q2: 11,065 shares; 2025Q3: 11,985 shares; 2025Q4: 12,136 shares; 2026Q1: 8,215 shares; 2026Q2: 8,703 shares 8,703 $503K 0.28% +488 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,974 shares; 2025Q4: 2,552 shares; 2026Q1: 5,166 shares; 2026Q2: 6,899 shares 6,899 $498K 0.27% +1,733 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,531 shares; 2025Q3: 2,377 shares; 2025Q4: 3,209 shares; 2026Q1: 3,223 shares; 2026Q2: 4,252 shares 4,252 $497K 0.27% +1,029 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,334 shares; 2026Q2: 2,399 shares 2,399 $494K 0.27% +65 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 358 shares; 2026Q2: 362 shares 362 $492K 0.27% +4 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,694 shares; 2026Q1: 2,487 shares; 2026Q2: 1,832 shares 1,832 $491K 0.27% -655 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,593 shares; 2025Q3: 5,456 shares; 2025Q4: 3,434 shares; 2026Q1: 2,613 shares; 2026Q2: 1,921 shares 1,921 $491K 0.27% -692 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,714 shares; 2026Q2: 20,358 shares 20,358 $490K 0.27% +7,644 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,156 shares; 2026Q1: 4,551 shares; 2026Q2: 4,496 shares 4,496 $481K 0.26% -55 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,865 shares; 2026Q2: 9,363 shares 9,363 $480K 0.26% +498 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,640 shares; 2025Q1: 2,640 shares; 2025Q2: 2,640 shares; 2025Q3: 2,659 shares; 2025Q4: 2,674 shares; 2026Q1: 2,700 shares; 2026Q2: 2,744 shares 2,744 $467K 0.26% +44 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,751 shares; 2025Q1: 4,183 shares; 2025Q2: 4,903 shares; 2025Q3: 3,649 shares; 2025Q4: not reported; 2026Q1: 3,656 shares; 2026Q2: 3,747 shares 3,747 $466K 0.26% +91 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,846 shares; 2025Q1: 2,705 shares; 2025Q2: 2,705 shares; 2025Q3: 2,582 shares; 2025Q4: 2,237 shares; 2026Q1: 1,914 shares; 2026Q2: 1,914 shares 1,914 $464K 0.25% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,940 shares; 2026Q1: 8,364 shares; 2026Q2: 9,178 shares 9,178 $455K 0.25% +814 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,171 shares; 2025Q4: not reported; 2026Q1: 16,074 shares; 2026Q2: 8,461 shares 8,461 $445K 0.24% -7,613 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,030 shares; 2025Q1: 5,034 shares; 2025Q2: 5,150 shares; 2025Q3: 5,150 shares; 2025Q4: 5,150 shares; 2026Q1: 5,143 shares; 2026Q2: 4,643 shares 4,643 $443K 0.24% -500 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,287 shares; 2026Q2: 7,295 shares 7,295 $440K 0.24% +3,008 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,073 shares; 2025Q1: 7,067 shares; 2025Q2: 8,008 shares; 2025Q3: 6,689 shares; 2025Q4: 4,551 shares; 2026Q1: 3,243 shares; 2026Q2: 2,956 shares 2,956 $433K 0.24% -287 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,200 shares; 2025Q3: 14,400 shares; 2025Q4: 14,400 shares; 2026Q1: 14,400 shares; 2026Q2: 12,800 shares 12,800 $433K 0.24% -1,600 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,599 shares; 2025Q1: 5,599 shares; 2025Q2: 5,599 shares; 2025Q3: 5,599 shares; 2025Q4: 5,599 shares; 2026Q1: 5,599 shares; 2026Q2: 5,599 shares 5,599 $433K 0.24% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,143 shares; 2025Q2: 1,453 shares; 2025Q3: 1,913 shares; 2025Q4: 1,922 shares; 2026Q1: 840 shares; 2026Q2: 1,177 shares 1,177 $431K 0.24% +337 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 629 shares; 2026Q2: 859 shares 859 $430K 0.24% +230 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,235 shares; 2026Q2: 2,364 shares 2,364 $428K 0.23% +129 Timeline SMIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,400 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares; 2026Q2: 13,000 shares 13,000 $427K 0.23% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,767 shares; 2025Q3: 1,706 shares; 2025Q4: 1,701 shares; 2026Q1: 2,171 shares; 2026Q2: 2,237 shares 2,237 $424K 0.23% +66 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,460 shares; 2026Q2: 11,460 shares 11,460 $424K 0.23% +1,000 Timeline JIRE 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,498 shares; 2026Q1: 4,009 shares; 2026Q2: 5,140 shares 5,140 $424K 0.23% +1,131 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,496 shares 5,496 $424K 0.23% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 660 shares 660 $422K 0.23% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 336 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,427 shares; 2026Q1: 7,835 shares; 2026Q2: 5,892 shares 5,892 $421K 0.23% -1,943 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $420K 0.23% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,312 shares; 2025Q2: 3,794 shares; 2025Q3: 4,406 shares; 2025Q4: 4,496 shares; 2026Q1: 4,494 shares; 2026Q2: 4,491 shares 4,491 $416K 0.23% -3 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,035 shares; 2025Q2: 8,441 shares; 2025Q3: 11,129 shares; 2025Q4: 11,367 shares; 2026Q1: 11,420 shares; 2026Q2: 11,439 shares 11,439 $416K 0.23% +19 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,738 shares 3,738 $412K 0.23% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,226 shares; 2025Q3: 14,798 shares; 2025Q4: 15,075 shares; 2026Q1: 15,140 shares; 2026Q2: 15,248 shares 15,248 $405K 0.22% +108 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,798 shares; 2026Q2: 4,450 shares 4,450 $403K 0.22% -348 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,389 shares; 2025Q3: 4,355 shares; 2025Q4: 7,291 shares; 2026Q1: 6,584 shares; 2026Q2: 6,585 shares 6,585 $400K 0.22% +1 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,719 shares; 2026Q1: 2,074 shares; 2026Q2: 2,278 shares 2,278 $394K 0.22% +204 Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,855 shares; 2026Q2: 10,855 shares 10,855 $390K 0.21% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,980 shares; 2026Q1: 6,192 shares; 2026Q2: 8,529 shares 8,529 $388K 0.21% +2,337 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,353 shares; 2026Q2: 11,095 shares 11,095 $386K 0.21% +742 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,879 shares; 2026Q2: 8,024 shares 8,024 $385K 0.21% +145 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,097 shares; 2025Q1: 1,039 shares; 2025Q2: 1,039 shares; 2025Q3: 1,039 shares; 2025Q4: 1,040 shares; 2026Q1: 1,040 shares; 2026Q2: 1,040 shares 1,040 $380K 0.21% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,676 shares; 2025Q3: 4,284 shares; 2025Q4: 3,884 shares; 2026Q1: 4,862 shares; 2026Q2: 3,733 shares 3,733 $375K 0.21% -1,129 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: not loaded; 2024Q4: 859 shares; 2025Q1: 1,081 shares; 2025Q2: 1,266 shares; 2025Q3: 1,436 shares; 2025Q4: 1,319 shares; 2026Q1: 1,374 shares; 2026Q2: 1,353 shares 1,353 $366K 0.2% -21 Timeline BRTR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,250 shares 7,250 $365K 0.2% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 911 shares; 2026Q2: 975 shares 975 $361K 0.2% +64 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,481 shares; 2026Q2: 4,856 shares 4,856 $353K 0.19% +375 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,563 shares; 2025Q1: 2,557 shares; 2025Q2: 2,245 shares; 2025Q3: 1,513 shares; 2025Q4: 1,196 shares; 2026Q1: 1,038 shares; 2026Q2: 1,164 shares 1,164 $347K 0.19% +126 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,490 shares; 2025Q3: 1,273 shares; 2025Q4: 1,304 shares; 2026Q1: 1,282 shares; 2026Q2: 1,324 shares 1,324 $345K 0.19% +42 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,210 shares; 2025Q1: 2,869 shares; 2025Q2: 2,445 shares; 2025Q3: 2,435 shares; 2025Q4: 2,378 shares; 2026Q1: 2,321 shares; 2026Q2: 2,353 shares 2,353 $340K 0.19% +32 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,278 shares; 2026Q2: 1,788 shares 1,788 $339K 0.19% +510 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,289 shares; 2025Q1: 1,334 shares; 2025Q2: 1,141 shares; 2025Q3: 985 shares; 2025Q4: 1,001 shares; 2026Q1: 1,034 shares; 2026Q2: 1,185 shares 1,185 $333K 0.18% +151 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,213 shares 5,213 $322K 0.18% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 462 shares; 2025Q2: 498 shares; 2025Q3: 504 shares; 2025Q4: 534 shares; 2026Q1: 770 shares; 2026Q2: 806 shares 806 $321K 0.18% +36 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,898 shares; 2025Q3: 7,933 shares; 2025Q4: 7,933 shares; 2026Q1: 7,030 shares; 2026Q2: 6,796 shares 6,796 $319K 0.18% -234 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 553 shares; 2025Q2: 604 shares; 2025Q3: 570 shares; 2025Q4: 487 shares; 2026Q1: 670 shares; 2026Q2: 691 shares 691 $317K 0.17% +21 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,644 shares; 2025Q4: 3,044 shares; 2026Q1: 5,944 shares; 2026Q2: 6,945 shares 6,945 $316K 0.17% +1,001 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,347 shares; 2026Q2: 4,200 shares 4,200 $308K 0.17% -147 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,965 shares; 2025Q4: 2,016 shares; 2026Q1: 1,998 shares; 2026Q2: 1,630 shares 1,630 $308K 0.17% -368 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,188 shares; 2025Q1: 6,425 shares; 2025Q2: 3,889 shares; 2025Q3: 3,080 shares; 2025Q4: not reported; 2026Q1: 4,400 shares; 2026Q2: 3,000 shares 3,000 $307K 0.17% -1,400 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,012 shares; 2026Q2: 13,242 shares 13,242 $302K 0.17% +230 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,656 shares; 2026Q2: 5,972 shares 5,972 $301K 0.17% +316 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 795 shares; 2025Q2: 1,117 shares; 2025Q3: 1,313 shares; 2025Q4: 1,345 shares; 2026Q1: 1,378 shares; 2026Q2: 1,355 shares 1,355 $299K 0.16% -23 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,178 shares 1,178 $298K 0.16% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,357 shares; 2025Q3: 11,757 shares; 2025Q4: 11,757 shares; 2026Q1: 11,757 shares; 2026Q2: 10,257 shares 10,257 $297K 0.16% -1,500 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,473 shares 1,473 $297K 0.16% new Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,233 shares; 2025Q1: 4,233 shares; 2025Q2: 4,233 shares; 2025Q3: 4,233 shares; 2025Q4: 4,233 shares; 2026Q1: 4,233 shares; 2026Q2: 4,233 shares 4,233 $294K 0.16% 0 Timeline ABLD ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,030 shares; 2026Q2: 9,686 shares 9,686 $292K 0.16% -344 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 407 shares; 2025Q2: 407 shares; 2025Q3: 407 shares; 2025Q4: 407 shares; 2026Q1: 407 shares; 2026Q2: 419 shares 419 $288K 0.16% +12 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,835 shares; 2025Q2: 1,907 shares; 2025Q3: 1,907 shares; 2025Q4: 1,907 shares; 2026Q1: 1,540 shares; 2026Q2: 1,540 shares 1,540 $288K 0.16% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,717 shares; 2025Q1: 4,785 shares; 2025Q2: 5,295 shares; 2025Q3: 4,816 shares; 2025Q4: 2,420 shares; 2026Q1: 2,329 shares; 2026Q2: 1,299 shares 1,299 $285K 0.16% -1,030 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 244 shares 244 $282K 0.15% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,857 shares 1,857 $275K 0.15% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 4,400 shares; 2026Q1: 7,593 shares; 2026Q2: 8,150 shares 8,150 $271K 0.15% +557 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 622 shares; 2026Q1: 1,034 shares; 2026Q2: 1,090 shares 1,090 $271K 0.15% +56 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,273 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,271 shares 1,271 $266K 0.15% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,060 shares; 2026Q1: not reported; 2026Q2: 1,085 shares 1,085 $263K 0.14% new Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,286 shares; 2025Q3: 8,027 shares; 2025Q4: 8,066 shares; 2026Q1: 8,393 shares; 2026Q2: 6,054 shares 6,054 $261K 0.14% -2,339 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,931 shares 2,931 $260K 0.14% new Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $260K 0.14% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 595 shares; 2026Q2: 894 shares 894 $260K 0.14% +299 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,844 shares; 2025Q3: 7,969 shares; 2025Q4: 7,919 shares; 2026Q1: 7,988 shares; 2026Q2: 8,093 shares 8,093 $259K 0.14% +105 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: not loaded; 2024Q4: 2,080 shares; 2025Q1: not reported; 2025Q2: 1,986 shares; 2025Q3: 1,986 shares; 2025Q4: 1,986 shares; 2026Q1: 1,986 shares; 2026Q2: 1,986 shares 1,986 $254K 0.14% 0 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,350 shares 2,350 $250K 0.14% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,245 shares; 2026Q2: 3,270 shares 3,270 $249K 0.14% +25 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,778 shares; 2025Q1: 6,603 shares; 2025Q2: 6,090 shares; 2025Q3: 4,553 shares; 2025Q4: 2,741 shares; 2026Q1: 2,500 shares; 2026Q2: 2,737 shares 2,737 $248K 0.14% +237 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,777 shares; 2025Q2: 2,054 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,446 shares; 2026Q2: 2,490 shares 2,490 $248K 0.14% +44 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,346 shares; 2025Q3: 2,346 shares; 2025Q4: 2,346 shares; 2026Q1: 2,058 shares; 2026Q2: 2,082 shares 2,082 $248K 0.14% +24 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 908 shares; 2026Q2: 1,188 shares 1,188 $248K 0.14% +280 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,403 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,694 shares; 2026Q2: 3,032 shares 3,032 $246K 0.14% +338 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: not loaded; 2024Q4: 2,605 shares; 2025Q1: 2,261 shares; 2025Q2: 2,382 shares; 2025Q3: 2,338 shares; 2025Q4: 2,746 shares; 2026Q1: 2,274 shares; 2026Q2: 1,978 shares 1,978 $246K 0.14% -296 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 332 shares 332 $244K 0.13% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,831 shares; 2025Q2: 7,046 shares; 2025Q3: 8,720 shares; 2025Q4: 8,861 shares; 2026Q1: 2,959 shares; 2026Q2: 3,203 shares 3,203 $242K 0.13% +244 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 848 shares; 2025Q1: 881 shares; 2025Q2: 982 shares; 2025Q3: 972 shares; 2025Q4: 407 shares; 2026Q1: not reported; 2026Q2: 467 shares 467 $240K 0.13% new Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,000 shares; 2025Q4: 13,700 shares; 2026Q1: 13,700 shares; 2026Q2: 15,137 shares 15,137 $238K 0.13% +1,437 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 626 shares 626 $238K 0.13% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,600 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares; 2026Q2: 7,500 shares 7,500 $238K 0.13% -1,500 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,175 shares; 2025Q1: 1,175 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 775 shares; 2026Q2: 775 shares 775 $235K 0.13% 0 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: not loaded; 2024Q4: 1,304 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 957 shares; 2026Q1: 959 shares; 2026Q2: 960 shares 960 $233K 0.13% +1 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,701 shares; 2025Q3: 1,659 shares; 2025Q4: 1,505 shares; 2026Q1: 1,505 shares; 2026Q2: 1,505 shares 1,505 $232K 0.13% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 587 shares; 2026Q1: not reported; 2026Q2: 679 shares 679 $230K 0.13% new Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,739 shares 9,739 $225K 0.12% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 996 shares 996 $223K 0.12% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,598 shares; 2025Q1: 3,324 shares; 2025Q2: 3,906 shares; 2025Q3: 4,155 shares; 2025Q4: 3,379 shares; 2026Q1: 1,325 shares; 2026Q2: 1,328 shares 1,328 $221K 0.12% +3 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,042 shares 6,042 $221K 0.12% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,495 shares; 2026Q2: 2,539 shares 2,539 $221K 0.12% +44 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 996 shares 996 $220K 0.12% new Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,436 shares; 2026Q2: 2,436 shares 2,436 $216K 0.12% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 739 shares 739 $215K 0.12% 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: not loaded; 2024Q4: 12,888 shares; 2025Q1: 13,783 shares; 2025Q2: 7,079 shares; 2025Q3: 7,078 shares; 2025Q4: 7,022 shares; 2026Q1: not reported; 2026Q2: 3,895 shares 3,895 $209K 0.11% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares 600 $207K 0.11% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,267 shares 1,267 $205K 0.11% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,004 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 591 shares 591 $203K 0.11% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 190 shares 190 $202K 0.11% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 151 shares 151 $201K 0.11% new Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,500 shares; 2026Q2: 20,152 shares 20,152 $176K 0.1% +7,652 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,671 shares; 2026Q2: 11,671 shares 11,671 $149K 0.08% +1,000 Timeline