MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,751 shares; 2024Q4: 19,858 shares; 2025Q1: 18,293 shares; 2025Q2: 21,137 shares; 2025Q3: 25,228 shares; 2025Q4: 29,806 shares; 2026Q1: 33,191 shares; 2026Q2: 217,296 shares 217,296 $19.1M 11.82% +184,105 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: 183,937 shares; 2024Q4: 184,151 shares; 2025Q1: 187,115 shares; 2025Q2: 177,173 shares; 2025Q3: 166,785 shares; 2025Q4: 165,731 shares; 2026Q1: 165,197 shares; 2026Q2: 190,048 shares 190,048 $18.4M 11.35% +24,851 Timeline FTCS 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: 273,820 shares; 2024Q4: 255,217 shares; 2025Q1: 260,113 shares; 2025Q2: 259,743 shares; 2025Q3: 272,526 shares; 2025Q4: 258,042 shares; 2026Q1: 200,990 shares; 2026Q2: 181,797 shares 181,797 $17.1M 10.56% -19,193 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: 109,849 shares; 2024Q4: 113,962 shares; 2025Q1: 121,095 shares; 2025Q2: 119,165 shares; 2025Q3: 114,008 shares; 2025Q4: 107,461 shares; 2026Q1: 112,627 shares; 2026Q2: 153,478 shares 153,478 $15.7M 9.71% +40,851 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: not reported; 2025Q1: not reported; 2025Q2: 212,062 shares; 2025Q3: 172,170 shares; 2025Q4: 171,073 shares; 2026Q1: 281,674 shares; 2026Q2: 354,958 shares 354,958 $15.3M 9.47% +73,284 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,653 shares; 2024Q4: 74,300 shares; 2025Q1: 71,905 shares; 2025Q2: 78,023 shares; 2025Q3: 83,058 shares; 2025Q4: 81,297 shares; 2026Q1: 86,224 shares; 2026Q2: 62,110 shares 62,110 $8.81M 5.45% -24,114 Timeline VO 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: 24,001 shares; 2024Q4: 38,640 shares; 2025Q1: 37,522 shares; 2025Q2: 26,469 shares; 2025Q3: 25,490 shares; 2025Q4: 25,685 shares; 2026Q1: 27,604 shares; 2026Q2: 102,539 shares 102,539 $8.26M 5.11% +74,935 Timeline FDL 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: 91,072 shares; 2024Q4: 95,673 shares; 2025Q1: 95,457 shares; 2025Q2: 125,234 shares; 2025Q3: 177,617 shares; 2025Q4: 183,333 shares; 2026Q1: 172,881 shares; 2026Q2: 163,745 shares 163,745 $7.97M 4.93% -9,136 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: 81,802 shares; 2024Q4: 106,459 shares; 2025Q1: 110,754 shares; 2025Q2: 109,454 shares; 2025Q3: 135,453 shares; 2025Q4: 141,091 shares; 2026Q1: 143,071 shares; 2026Q2: 154,526 shares 154,526 $7.13M 4.41% +11,455 Timeline FIXD 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: 104,138 shares; 2024Q4: 122,742 shares; 2025Q1: 127,807 shares; 2025Q2: 119,006 shares; 2025Q3: 137,197 shares; 2025Q4: 140,363 shares; 2026Q1: 116,551 shares; 2026Q2: 120,096 shares 120,096 $5.24M 3.24% +3,545 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: 29,319 shares; 2024Q4: 29,959 shares; 2025Q1: 31,775 shares; 2025Q2: 31,514 shares; 2025Q3: 35,247 shares; 2025Q4: 36,674 shares; 2026Q1: 38,303 shares; 2026Q2: 40,042 shares 40,042 $3.96M 2.45% +1,739 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 138,204 shares; 2026Q1: 142,162 shares; 2026Q2: 125,824 shares 125,824 $3.69M 2.28% -16,338 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,573 shares; 2024Q4: 21,323 shares; 2025Q1: 22,233 shares; 2025Q2: 22,001 shares; 2025Q3: 23,561 shares; 2025Q4: 24,087 shares; 2026Q1: 25,525 shares; 2026Q2: 27,134 shares 27,134 $2.62M 1.62% +1,609 Timeline HYLS 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: 38,084 shares; 2024Q4: 45,412 shares; 2025Q1: 45,597 shares; 2025Q2: 45,590 shares; 2025Q3: 52,230 shares; 2025Q4: 55,058 shares; 2026Q1: 60,614 shares; 2026Q2: 63,860 shares 63,860 $2.6M 1.61% +3,246 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,222 shares; 2024Q4: 191,827 shares; 2025Q1: 193,897 shares; 2025Q2: 158,946 shares; 2025Q3: 179,151 shares; 2025Q4: 179,500 shares; 2026Q1: 165,691 shares; 2026Q2: 142,805 shares 142,805 $2.27M 1.4% -22,886 Timeline TDIV 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: 24,636 shares; 2024Q4: 24,612 shares; 2025Q1: 24,621 shares; 2025Q2: 21,213 shares; 2025Q3: 18,610 shares; 2025Q4: 17,062 shares; 2026Q1: 18,317 shares; 2026Q2: 18,729 shares 18,729 $2.15M 1.33% +412 Timeline VMBS 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: 29,354 shares; 2024Q4: 30,007 shares; 2025Q1: 31,545 shares; 2025Q2: 29,833 shares; 2025Q3: 33,401 shares; 2025Q4: 34,384 shares; 2026Q1: 37,232 shares; 2026Q2: 38,743 shares 38,743 $1.81M 1.12% +1,511 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 reported; 2024Q4: 2,443 shares; 2025Q1: 2,547 shares; 2025Q2: 2,752 shares; 2025Q3: 2,720 shares; 2025Q4: 5,028 shares; 2026Q1: 5,697 shares; 2026Q2: 7,722 shares 7,722 $1.55M 0.96% +2,025 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 reported; 2024Q4: 1,535 shares; 2025Q1: 1,533 shares; 2025Q2: 1,761 shares; 2025Q3: 1,706 shares; 2025Q4: 2,880 shares; 2026Q1: 3,448 shares; 2026Q2: 4,749 shares 4,749 $1.37M 0.85% +1,301 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,171 shares; 2025Q3: 2,732 shares; 2025Q4: 3,372 shares; 2026Q1: 3,456 shares; 2026Q2: 3,803 shares 3,803 $1.34M 0.83% +347 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: 1,585 shares; 2024Q4: 2,338 shares; 2025Q1: 2,052 shares; 2025Q2: 1,749 shares; 2025Q3: 1,932 shares; 2025Q4: 2,623 shares; 2026Q1: 2,634 shares; 2026Q2: 3,052 shares 3,052 $1.14M 0.7% +418 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 reported; 2024Q4: 1,308 shares; 2025Q1: 1,485 shares; 2025Q2: 1,640 shares; 2025Q3: 1,647 shares; 2025Q4: 3,155 shares; 2026Q1: 3,621 shares; 2026Q2: 4,601 shares 4,601 $1.1M 0.68% +980 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 309 shares; 2025Q4: 442 shares; 2026Q1: 666 shares; 2026Q2: 803 shares 803 $963K 0.6% +137 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: 1,167 shares; 2024Q4: 1,860 shares; 2025Q1: 1,736 shares; 2025Q2: 1,804 shares; 2025Q3: 1,843 shares; 2025Q4: 2,556 shares; 2026Q1: 2,753 shares; 2026Q2: 2,468 shares 2,468 $808K 0.5% -285 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 652 shares; 2026Q1: 753 shares; 2026Q2: 756 shares 756 $805K 0.5% +3 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: 3,136 shares; 2024Q4: not reported; 2025Q1: 3,575 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,382 shares; 2026Q2: 2,854 shares 2,854 $725K 0.45% +472 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,313 shares 1,313 $657K 0.41% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 432 shares; 2026Q2: 549 shares 549 $645K 0.4% +117 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 reported; 2024Q4: 2,472 shares; 2025Q1: 1,833 shares; 2025Q2: 2,375 shares; 2025Q3: not reported; 2025Q4: 936 shares; 2026Q1: 1,148 shares; 2026Q2: 1,639 shares 1,639 $619K 0.38% +491 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: 9,338 shares; 2024Q4: 9,031 shares; 2025Q1: 7,681 shares; 2025Q2: 7,403 shares; 2025Q3: 7,468 shares; 2025Q4: 7,095 shares; 2026Q1: 6,902 shares; 2026Q2: 4,976 shares 4,976 $584K 0.36% -1,926 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 467 shares; 2025Q3: 636 shares; 2025Q4: 867 shares; 2026Q1: 833 shares; 2026Q2: 892 shares 892 $502K 0.31% +59 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: 2,713 shares; 2024Q4: 4,180 shares; 2025Q1: 3,728 shares; 2025Q2: 3,641 shares; 2025Q3: 4,177 shares; 2025Q4: 4,639 shares; 2026Q1: 4,610 shares; 2026Q2: 5,126 shares 5,126 $450K 0.28% +516 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,995 shares; 2026Q1: 1,990 shares; 2026Q2: 3,183 shares 3,183 $435K 0.27% +1,193 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,659 shares; 2024Q4: 1,720 shares; 2025Q1: 1,800 shares; 2025Q2: 1,801 shares; 2025Q3: 1,856 shares; 2025Q4: 1,921 shares; 2026Q1: 1,816 shares; 2026Q2: 1,414 shares 1,414 $421K 0.26% -402 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: 580 shares; 2025Q1: 546 shares; 2025Q2: 547 shares; 2025Q3: 537 shares; 2025Q4: 519 shares; 2026Q1: 514 shares; 2026Q2: 426 shares 426 $410K 0.25% -88 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 999 shares; 2026Q1: 1,096 shares; 2026Q2: 1,176 shares 1,176 $403K 0.25% +80 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: 419 shares; 2024Q4: 652 shares; 2025Q1: 462 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 948 shares 948 $394K 0.24% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,053 shares 1,053 $373K 0.23% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,473 shares; 2024Q4: 1,509 shares; 2025Q1: 1,578 shares; 2025Q2: 1,624 shares; 2025Q3: 1,539 shares; 2025Q4: 1,450 shares; 2026Q1: 1,158 shares; 2026Q2: 847 shares 847 $336K 0.21% -311 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,877 shares; 2026Q1: 2,026 shares; 2026Q2: 2,925 shares 2,925 $331K 0.2% +899 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,823 shares; 2025Q2: 2,856 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,171 shares; 2026Q2: 2,663 shares 2,663 $323K 0.2% -508 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS 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: 1,258 shares; 2026Q2: 1,306 shares 1,306 $300K 0.19% +48 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,510 shares 2,510 $293K 0.18% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO 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: 5,675 shares 5,675 $286K 0.18% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,703 shares 6,703 $275K 0.17% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,203 shares 1,203 $273K 0.17% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 525 shares 525 $272K 0.17% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 206 shares; 2026Q2: 291 shares 291 $272K 0.17% +85 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: 4,215 shares; 2024Q4: 3,959 shares; 2025Q1: not reported; 2025Q2: 3,388 shares; 2025Q3: 3,767 shares; 2025Q4: 3,544 shares; 2026Q1: 3,532 shares; 2026Q2: 3,342 shares 3,342 $261K 0.16% -190 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS 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: 1,460 shares; 2026Q1: 1,689 shares; 2026Q2: 1,801 shares 1,801 $247K 0.15% +112 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 596 shares; 2026Q1: 1,493 shares; 2026Q2: 669 shares 669 $236K 0.15% -824 Timeline INTU INTUIT More: the full row for INTUIT 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: 307 shares; 2026Q1: not reported; 2026Q2: 847 shares 847 $221K 0.14% new Timeline