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: 48,190 shares; 2025Q1: 47,174 shares; 2025Q2: 46,874 shares; 2025Q3: 46,155 shares; 2025Q4: 47,576 shares; 2026Q1: 48,255 shares; 2026Q2: 53,074 shares 53,074 $15.4M 4.87% +4,819 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: 25,111 shares; 2025Q1: 25,144 shares; 2025Q2: 25,750 shares; 2025Q3: 25,277 shares; 2025Q4: 26,919 shares; 2026Q1: 31,681 shares; 2026Q2: 34,125 shares 34,125 $12.7M 4.04% +2,444 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: 36,259 shares; 2025Q1: 35,687 shares; 2025Q2: 38,774 shares; 2025Q3: 39,346 shares; 2025Q4: 41,917 shares; 2026Q1: 48,048 shares; 2026Q2: 50,595 shares 50,595 $12.1M 3.83% +2,547 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: 10,196 shares; 2025Q1: 10,231 shares; 2025Q2: 10,477 shares; 2025Q3: 11,175 shares; 2025Q4: 12,680 shares; 2026Q1: 12,763 shares; 2026Q2: 12,810 shares 12,810 $12M 3.8% +47 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: 13,028 shares; 2025Q1: 13,741 shares; 2025Q2: 15,569 shares; 2025Q3: 15,320 shares; 2025Q4: 15,584 shares; 2026Q1: 15,623 shares; 2026Q2: 15,835 shares 15,835 $11.7M 3.7% +212 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: 26,207 shares; 2025Q1: 32,913 shares; 2025Q2: 39,737 shares; 2025Q3: 39,584 shares; 2025Q4: 44,461 shares; 2026Q1: 47,244 shares; 2026Q2: 47,910 shares 47,910 $9.59M 3.04% +666 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: 16,583 shares; 2025Q1: 17,548 shares; 2025Q2: 19,703 shares; 2025Q3: 20,794 shares; 2025Q4: 21,066 shares; 2026Q1: 22,567 shares; 2026Q2: 25,662 shares 25,662 $9.17M 2.91% +3,095 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: 9,372 shares; 2025Q1: 9,391 shares; 2025Q2: 9,593 shares; 2025Q3: 9,324 shares; 2025Q4: 9,436 shares; 2026Q1: 9,383 shares; 2026Q2: 9,677 shares 9,677 $7.23M 2.29% +294 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 loaded; 2024Q4: 8,461 shares; 2025Q1: 8,947 shares; 2025Q2: 9,724 shares; 2025Q3: 9,811 shares; 2025Q4: 9,721 shares; 2026Q1: 9,560 shares; 2026Q2: 9,790 shares 9,790 $7.08M 2.25% +230 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: 2,275 shares; 2025Q1: 4,035 shares; 2025Q2: 4,210 shares; 2025Q3: 5,303 shares; 2025Q4: 5,978 shares; 2026Q1: 6,273 shares; 2026Q2: 5,156 shares 5,156 $5.95M 1.89% -1,117 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: 11,401 shares; 2025Q1: 12,590 shares; 2025Q2: 12,945 shares; 2025Q3: 13,158 shares; 2025Q4: 14,942 shares; 2026Q1: 16,171 shares; 2026Q2: 18,351 shares 18,351 $5.78M 1.83% +2,180 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: 14,517 shares; 2025Q1: 14,371 shares; 2025Q2: 14,496 shares; 2025Q3: 14,529 shares; 2025Q4: 15,376 shares; 2026Q1: 15,730 shares; 2026Q2: 15,824 shares 15,824 $5.18M 1.64% +94 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: 73,609 shares; 2025Q1: 74,455 shares; 2025Q2: 83,553 shares; 2025Q3: 94,646 shares; 2025Q4: 120,284 shares; 2026Q1: 151,829 shares; 2026Q2: 162,179 shares 162,179 $5.14M 1.63% +10,350 Timeline CGSD 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: 71,308 shares; 2025Q1: 75,286 shares; 2025Q2: 84,763 shares; 2025Q3: 90,196 shares; 2025Q4: 124,332 shares; 2026Q1: 186,984 shares; 2026Q2: 198,353 shares 198,353 $5.1M 1.62% +11,369 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: 23,541 shares; 2025Q1: 24,007 shares; 2025Q2: 27,073 shares; 2025Q3: 27,892 shares; 2025Q4: 34,760 shares; 2026Q1: 30,312 shares; 2026Q2: 30,249 shares 30,249 $5.01M 1.59% -63 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: 5,125 shares; 2025Q1: 5,262 shares; 2025Q2: 5,770 shares; 2025Q3: 5,714 shares; 2025Q4: 6,766 shares; 2026Q1: 7,791 shares; 2026Q2: 8,540 shares 8,540 $4.81M 1.53% +749 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: 3,560 shares; 2025Q1: 3,776 shares; 2025Q2: 5,705 shares; 2025Q3: 5,656 shares; 2025Q4: 6,287 shares; 2026Q1: 6,537 shares; 2026Q2: 6,694 shares 6,694 $4.6M 1.46% +157 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: 3,626 shares; 2025Q1: 3,712 shares; 2025Q2: 3,771 shares; 2025Q3: 4,158 shares; 2025Q4: 3,918 shares; 2026Q1: 3,869 shares; 2026Q2: 3,976 shares 3,976 $4.23M 1.34% +107 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34,641 shares; 2025Q1: 38,549 shares; 2025Q2: 41,810 shares; 2025Q3: 46,893 shares; 2025Q4: 69,777 shares; 2026Q1: 84,742 shares; 2026Q2: 86,679 shares 86,679 $4.09M 1.3% +1,937 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: 18,166 shares; 2025Q1: 17,633 shares; 2025Q2: 17,774 shares; 2025Q3: 18,488 shares; 2025Q4: 18,851 shares; 2026Q1: 18,461 shares; 2026Q2: 18,656 shares 18,656 $3.54M 1.12% +195 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,270 shares; 2025Q1: 8,000 shares; 2025Q2: 13,330 shares; 2025Q3: 18,870 shares; 2025Q4: 34,370 shares; 2026Q1: 59,315 shares; 2026Q2: 64,890 shares 64,890 $3.2M 1.01% +5,575 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 22,200 shares; 2025Q3: 31,775 shares; 2025Q4: 52,510 shares; 2026Q1: 72,745 shares; 2026Q2: 110,145 shares 110,145 $3.18M 1.01% +37,400 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: 28,410 shares; 2025Q1: 27,936 shares; 2025Q2: 27,790 shares; 2025Q3: 28,063 shares; 2025Q4: 27,666 shares; 2026Q1: 27,682 shares; 2026Q2: 26,837 shares 26,837 $3.15M 1% -845 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: 9,519 shares; 2025Q1: 9,107 shares; 2025Q2: 9,364 shares; 2025Q3: 9,444 shares; 2025Q4: 9,303 shares; 2026Q1: 8,965 shares; 2026Q2: 8,804 shares 8,804 $3.11M 0.99% -161 Timeline CGCB 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: 44,775 shares; 2025Q1: 50,075 shares; 2025Q2: 66,720 shares; 2025Q3: 73,921 shares; 2025Q4: 85,903 shares; 2026Q1: 90,763 shares; 2026Q2: 107,277 shares 107,277 $2.81M 0.89% +16,514 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,785 shares; 2025Q1: 37,575 shares; 2025Q2: 50,993 shares; 2025Q3: 54,846 shares; 2025Q4: 63,447 shares; 2026Q1: 65,214 shares; 2026Q2: 67,211 shares 67,211 $2.79M 0.88% +1,997 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: 3,851 shares; 2025Q1: 3,991 shares; 2025Q2: 5,085 shares; 2025Q3: 5,263 shares; 2025Q4: 5,788 shares; 2026Q1: 5,907 shares; 2026Q2: 5,522 shares 5,522 $2.76M 0.88% -385 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: 2,081 shares; 2025Q1: 1,998 shares; 2025Q2: 3,109 shares; 2025Q3: 3,521 shares; 2025Q4: 4,963 shares; 2026Q1: 6,551 shares; 2026Q2: 7,186 shares 7,186 $2.71M 0.86% +635 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: 8,819 shares; 2025Q1: 8,669 shares; 2025Q2: 8,779 shares; 2025Q3: 8,800 shares; 2025Q4: 9,700 shares; 2026Q1: 9,878 shares; 2026Q2: 7,559 shares 7,559 $2.67M 0.85% -2,319 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 loaded; 2024Q4: 2,878 shares; 2025Q1: 3,203 shares; 2025Q2: 4,166 shares; 2025Q3: 4,661 shares; 2025Q4: 6,566 shares; 2026Q1: 7,729 shares; 2026Q2: 7,626 shares 7,626 $2.6M 0.83% -103 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: 2,657 shares; 2025Q1: 2,827 shares; 2025Q2: 3,318 shares; 2025Q3: 4,756 shares; 2025Q4: 5,668 shares; 2026Q1: 5,931 shares; 2026Q2: 6,310 shares 6,310 $2.51M 0.8% +379 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: 8,312 shares; 2025Q1: 7,720 shares; 2025Q2: 7,728 shares; 2025Q3: 7,760 shares; 2025Q4: 7,956 shares; 2026Q1: 7,641 shares; 2026Q2: 7,147 shares 7,147 $2.45M 0.78% -494 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: 7,800 shares; 2025Q1: 7,416 shares; 2025Q2: 7,224 shares; 2025Q3: 7,457 shares; 2025Q4: 7,605 shares; 2026Q1: 7,990 shares; 2026Q2: 8,461 shares 8,461 $2.38M 0.76% +471 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: 6,200 shares; 2025Q1: 7,124 shares; 2025Q2: 8,412 shares; 2025Q3: 8,937 shares; 2025Q4: 10,050 shares; 2026Q1: 10,888 shares; 2026Q2: 11,300 shares 11,300 $2.36M 0.75% +412 Timeline SMH 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: 720 shares; 2025Q2: not reported; 2025Q3: 768 shares; 2025Q4: 1,156 shares; 2026Q1: 2,341 shares; 2026Q2: 3,330 shares 3,330 $2.18M 0.69% +989 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 loaded; 2024Q4: 13,014 shares; 2025Q1: 13,506 shares; 2025Q2: 14,049 shares; 2025Q3: 14,611 shares; 2025Q4: 19,175 shares; 2026Q1: 17,226 shares; 2026Q2: 15,821 shares 15,821 $2.16M 0.69% -1,405 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: 22,886 shares; 2025Q1: 23,986 shares; 2025Q2: 26,186 shares; 2025Q3: 24,893 shares; 2025Q4: 26,177 shares; 2026Q1: 26,355 shares; 2026Q2: 25,735 shares 25,735 $1.98M 0.63% -620 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: 8,929 shares; 2025Q1: 9,036 shares; 2025Q2: 9,368 shares; 2025Q3: 10,238 shares; 2025Q4: 11,681 shares; 2026Q1: 12,560 shares; 2026Q2: 13,393 shares 13,393 $1.96M 0.62% +833 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: not loaded; 2024Q4: 17,283 shares; 2025Q1: 16,265 shares; 2025Q2: 16,289 shares; 2025Q3: 16,063 shares; 2025Q4: 15,880 shares; 2026Q1: 15,523 shares; 2026Q2: 15,030 shares 15,030 $1.93M 0.61% -493 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,136 shares; 2025Q1: 8,940 shares; 2025Q2: 9,301 shares; 2025Q3: 9,335 shares; 2025Q4: 9,510 shares; 2026Q1: 9,488 shares; 2026Q2: 8,498 shares 8,498 $1.87M 0.59% -990 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: 4,974 shares; 2025Q1: 4,996 shares; 2025Q2: 5,057 shares; 2025Q3: 5,239 shares; 2025Q4: 6,587 shares; 2026Q1: 6,683 shares; 2026Q2: 7,403 shares 7,403 $1.86M 0.59% +720 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: 16,874 shares; 2025Q1: 17,623 shares; 2025Q2: 18,984 shares; 2025Q3: 20,355 shares; 2025Q4: 21,343 shares; 2026Q1: 21,884 shares; 2026Q2: 22,279 shares 22,279 $1.81M 0.57% +395 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 loaded; 2024Q4: 8,364 shares; 2025Q1: 8,644 shares; 2025Q2: 12,129 shares; 2025Q3: 12,276 shares; 2025Q4: 14,245 shares; 2026Q1: 14,950 shares; 2026Q2: 14,950 shares 14,950 $1.74M 0.55% 0 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: 5,953 shares; 2025Q1: 5,784 shares; 2025Q2: 5,490 shares; 2025Q3: 5,483 shares; 2025Q4: 5,644 shares; 2026Q1: 5,616 shares; 2026Q2: 5,650 shares 5,650 $1.68M 0.53% +34 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: 4,892 shares; 2025Q1: 4,770 shares; 2025Q2: 4,925 shares; 2025Q3: 5,011 shares; 2025Q4: 5,665 shares; 2026Q1: 6,021 shares; 2026Q2: 6,115 shares 6,115 $1.65M 0.52% +94 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: 8,853 shares; 2025Q1: 10,433 shares; 2025Q2: 11,734 shares; 2025Q3: 11,728 shares; 2025Q4: 11,562 shares; 2026Q1: 11,428 shares; 2026Q2: 11,134 shares 11,134 $1.65M 0.52% -294 Timeline CGMS 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: 27,135 shares; 2025Q1: 32,544 shares; 2025Q2: 46,804 shares; 2025Q3: 45,720 shares; 2025Q4: 61,327 shares; 2026Q1: 59,775 shares; 2026Q2: 59,622 shares 59,622 $1.63M 0.52% -153 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: 2,313 shares; 2025Q1: 2,333 shares; 2025Q2: 2,383 shares; 2025Q3: 2,532 shares; 2025Q4: 2,922 shares; 2026Q1: 3,453 shares; 2026Q2: 3,363 shares 3,363 $1.61M 0.51% -90 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,145 shares; 2025Q1: 6,170 shares; 2025Q2: 6,349 shares; 2025Q3: 6,292 shares; 2025Q4: 6,663 shares; 2026Q1: 6,718 shares; 2026Q2: 7,193 shares 7,193 $1.6M 0.51% +475 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: 14,093 shares; 2025Q1: 14,551 shares; 2025Q2: 14,433 shares; 2025Q3: 13,998 shares; 2025Q4: 13,740 shares; 2026Q1: 13,793 shares; 2026Q2: 13,892 shares 13,892 $1.57M 0.5% +99 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: 4,516 shares; 2025Q1: 4,518 shares; 2025Q2: 4,846 shares; 2025Q3: 4,838 shares; 2025Q4: 5,774 shares; 2026Q1: 5,842 shares; 2026Q2: 6,099 shares 6,099 $1.55M 0.49% +257 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: 2,057 shares; 2025Q1: 2,145 shares; 2025Q2: 2,500 shares; 2025Q3: 2,589 shares; 2025Q4: 2,899 shares; 2026Q1: 2,881 shares; 2026Q2: 4,546 shares 4,546 $1.54M 0.49% +1,665 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: 1,385 shares; 2025Q1: 1,140 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,080 shares; 2026Q1: 2,872 shares; 2026Q2: 2,643 shares 2,643 $1.54M 0.49% -229 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: 605 shares; 2025Q2: 2,199 shares; 2025Q3: 3,196 shares; 2025Q4: 5,103 shares; 2026Q1: 5,377 shares; 2026Q2: 6,057 shares 6,057 $1.5M 0.48% +680 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,565 shares; 2025Q1: 26,614 shares; 2025Q2: 27,275 shares; 2025Q3: 27,233 shares; 2025Q4: 25,922 shares; 2026Q1: 25,171 shares; 2026Q2: 24,369 shares 24,369 $1.47M 0.47% -802 Timeline CGCP 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: 36,466 shares; 2025Q1: 41,016 shares; 2025Q2: 54,651 shares; 2025Q3: 54,651 shares; 2025Q4: 57,741 shares; 2026Q1: 59,191 shares; 2026Q2: 66,003 shares 66,003 $1.47M 0.47% +6,812 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,247 shares; 2025Q3: 4,390 shares; 2025Q4: 6,076 shares; 2026Q1: 6,172 shares; 2026Q2: 6,448 shares 6,448 $1.44M 0.46% +276 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: not loaded; 2024Q4: 28,281 shares; 2025Q1: 30,134 shares; 2025Q2: 32,807 shares; 2025Q3: 31,853 shares; 2025Q4: 32,486 shares; 2026Q1: 31,694 shares; 2026Q2: 33,764 shares 33,764 $1.43M 0.45% +2,070 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: 568 shares; 2025Q1: 611 shares; 2025Q2: 767 shares; 2025Q3: 1,016 shares; 2025Q4: 1,016 shares; 2026Q1: 1,041 shares; 2026Q2: 1,156 shares 1,156 $1.39M 0.44% +115 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: 6,124 shares; 2025Q1: 6,154 shares; 2025Q2: 7,278 shares; 2025Q3: 7,327 shares; 2025Q4: 7,714 shares; 2026Q1: 8,531 shares; 2026Q2: 8,719 shares 8,719 $1.28M 0.41% +188 Timeline WDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,231 shares; 2025Q1: 6,936 shares; 2025Q2: 8,156 shares; 2025Q3: 9,742 shares; 2025Q4: 11,692 shares; 2026Q1: 14,572 shares; 2026Q2: 15,725 shares 15,725 $1.26M 0.4% +1,153 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 7,075 shares; 2026Q1: 11,260 shares; 2026Q2: 24,660 shares 24,660 $1.26M 0.4% +13,400 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,810 shares; 2025Q1: 7,931 shares; 2025Q2: 7,587 shares; 2025Q3: 8,231 shares; 2025Q4: 8,407 shares; 2026Q1: 8,344 shares; 2026Q2: 8,736 shares 8,736 $1.25M 0.4% +392 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41,576 shares; 2025Q1: 40,800 shares; 2025Q2: 37,071 shares; 2025Q3: 34,589 shares; 2025Q4: 34,134 shares; 2026Q1: 33,460 shares; 2026Q2: 29,712 shares 29,712 $1.22M 0.39% -3,748 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,468 shares; 2025Q1: 11,381 shares; 2025Q2: 11,311 shares; 2025Q3: 10,590 shares; 2025Q4: 11,976 shares; 2026Q1: 12,212 shares; 2026Q2: 11,820 shares 11,820 $1.21M 0.38% -392 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 loaded; 2024Q4: 1,611 shares; 2025Q1: 1,511 shares; 2025Q2: 1,520 shares; 2025Q3: 1,520 shares; 2025Q4: 1,945 shares; 2026Q1: 2,151 shares; 2026Q2: 2,421 shares 2,421 $1.19M 0.38% +270 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 loaded; 2024Q4: 14,962 shares; 2025Q1: 16,746 shares; 2025Q2: 17,828 shares; 2025Q3: 17,292 shares; 2025Q4: 16,999 shares; 2026Q1: 17,054 shares; 2026Q2: 15,181 shares 15,181 $1.19M 0.38% -1,873 Timeline XLI 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: 160 shares; 2025Q1: 160 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 160 shares; 2026Q1: 3,845 shares; 2026Q2: 6,410 shares 6,410 $1.19M 0.38% +2,565 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: 1,945 shares; 2025Q1: 1,979 shares; 2025Q2: 3,011 shares; 2025Q3: 2,937 shares; 2025Q4: 2,513 shares; 2026Q1: 2,647 shares; 2026Q2: 2,712 shares 2,712 $1.13M 0.36% +65 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 loaded; 2024Q4: 5,303 shares; 2025Q1: 5,244 shares; 2025Q2: 4,384 shares; 2025Q3: 4,069 shares; 2025Q4: 4,179 shares; 2026Q1: 3,900 shares; 2026Q2: 3,594 shares 3,594 $1.13M 0.36% -306 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: 8,418 shares; 2025Q1: 11,279 shares; 2025Q2: 13,389 shares; 2025Q3: 14,130 shares; 2025Q4: 15,020 shares; 2026Q1: 15,416 shares; 2026Q2: 15,751 shares 15,751 $1.12M 0.36% +335 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: 625 shares; 2025Q1: 725 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 725 shares; 2026Q1: 14,975 shares; 2026Q2: 19,925 shares 19,925 $1.07M 0.34% +4,950 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: 6,118 shares; 2025Q1: 6,018 shares; 2025Q2: 6,552 shares; 2025Q3: 6,852 shares; 2025Q4: 6,987 shares; 2026Q1: 7,027 shares; 2026Q2: 6,732 shares 6,732 $1.06M 0.34% -295 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 loaded; 2024Q4: 4,302 shares; 2025Q1: 5,035 shares; 2025Q2: 5,614 shares; 2025Q3: 5,627 shares; 2025Q4: 6,665 shares; 2026Q1: 6,937 shares; 2026Q2: 6,305 shares 6,305 $1.06M 0.34% -632 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: 3,562 shares; 2025Q2: 6,130 shares; 2025Q3: 8,475 shares; 2025Q4: 10,601 shares; 2026Q1: 13,744 shares; 2026Q2: 14,518 shares 14,518 $1.05M 0.33% +774 Timeline FENI 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: 17,035 shares; 2026Q1: 22,808 shares; 2026Q2: 25,893 shares 25,893 $1.04M 0.33% +3,085 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 5,745 shares; 2025Q3: 6,949 shares; 2025Q4: 8,415 shares; 2026Q1: 10,169 shares; 2026Q2: 10,944 shares 10,944 $1.01M 0.32% +775 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,962 shares; 2025Q1: 9,466 shares; 2025Q2: 9,729 shares; 2025Q3: 9,958 shares; 2025Q4: 10,381 shares; 2026Q1: 10,486 shares; 2026Q2: 10,402 shares 10,402 $996K 0.32% -84 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 loaded; 2024Q4: 6,012 shares; 2025Q1: 6,078 shares; 2025Q2: 6,172 shares; 2025Q3: 6,620 shares; 2025Q4: 7,741 shares; 2026Q1: 9,334 shares; 2026Q2: 8,421 shares 8,421 $991K 0.31% -913 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND 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: 4,750 shares; 2025Q4: 11,515 shares; 2026Q1: 17,165 shares; 2026Q2: 20,089 shares 20,089 $983K 0.31% +2,924 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: 4,853 shares; 2025Q1: 4,784 shares; 2025Q2: 4,466 shares; 2025Q3: 4,282 shares; 2025Q4: 4,033 shares; 2026Q1: 3,702 shares; 2026Q2: 3,592 shares 3,592 $977K 0.31% -110 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: 8,259 shares; 2025Q1: 9,776 shares; 2025Q2: 9,995 shares; 2025Q3: 9,995 shares; 2025Q4: 9,995 shares; 2026Q1: 9,995 shares; 2026Q2: 9,995 shares 9,995 $965K 0.31% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,980 shares; 2025Q1: 4,980 shares; 2025Q2: 4,980 shares; 2025Q3: 4,980 shares; 2025Q4: 10,580 shares; 2026Q1: 18,970 shares; 2026Q2: 18,970 shares 18,970 $959K 0.3% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,002 shares; 2025Q1: 1,012 shares; 2025Q2: 1,072 shares; 2025Q3: 1,092 shares; 2025Q4: 1,117 shares; 2026Q1: 1,277 shares; 2026Q2: 1,257 shares 1,257 $959K 0.3% -20 Timeline IJT 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: 9,130 shares; 2025Q1: 9,230 shares; 2025Q2: 7,542 shares; 2025Q3: 6,245 shares; 2025Q4: 6,145 shares; 2026Q1: 5,465 shares; 2026Q2: 5,330 shares 5,330 $952K 0.3% -135 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: 160 shares; 2025Q1: 288 shares; 2025Q2: 298 shares; 2025Q3: 350 shares; 2025Q4: 360 shares; 2026Q1: 405 shares; 2026Q2: 463 shares 463 $921K 0.29% +58 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: 792 shares; 2025Q1: 816 shares; 2025Q2: 879 shares; 2025Q3: 884 shares; 2025Q4: 1,121 shares; 2026Q1: 1,758 shares; 2026Q2: 1,763 shares 1,763 $915K 0.29% +5 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: 22 shares; 2025Q1: 22 shares; 2025Q2: not reported; 2025Q3: 2,047 shares; 2025Q4: 3,074 shares; 2026Q1: 3,074 shares; 2026Q2: 3,139 shares 3,139 $912K 0.29% +65 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: 7,073 shares; 2025Q1: 7,449 shares; 2025Q2: 7,321 shares; 2025Q3: 7,406 shares; 2025Q4: 8,899 shares; 2026Q1: 10,836 shares; 2026Q2: 10,984 shares 10,984 $910K 0.29% +148 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: 1,456 shares; 2025Q1: 1,801 shares; 2025Q2: 1,801 shares; 2025Q3: 2,796 shares; 2025Q4: 3,548 shares; 2026Q1: 3,197 shares; 2026Q2: 3,012 shares 3,012 $905K 0.29% -185 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 800 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 5,340 shares; 2026Q1: 5,340 shares; 2026Q2: 11,365 shares 11,365 $903K 0.29% +6,025 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: 6,426 shares; 2025Q1: 6,908 shares; 2025Q2: 7,712 shares; 2025Q3: 7,676 shares; 2025Q4: 9,568 shares; 2026Q1: 10,439 shares; 2026Q2: 9,460 shares 9,460 $858K 0.27% -979 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: 1,902 shares; 2025Q1: 1,616 shares; 2025Q2: 1,628 shares; 2025Q3: 1,866 shares; 2025Q4: 1,871 shares; 2026Q1: 1,967 shares; 2026Q2: 2,030 shares 2,030 $854K 0.27% +63 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,750 shares; 2026Q1: 14,125 shares; 2026Q2: 18,525 shares 18,525 $824K 0.26% +4,400 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,736 shares; 2025Q1: 2,893 shares; 2025Q2: 3,210 shares; 2025Q3: 3,558 shares; 2025Q4: 3,770 shares; 2026Q1: 3,997 shares; 2026Q2: 4,288 shares 4,288 $817K 0.26% +291 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 13,440 shares; 2026Q1: 21,290 shares; 2026Q2: 24,770 shares 24,770 $817K 0.26% +3,480 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: 3,560 shares; 2025Q1: 3,606 shares; 2025Q2: 3,737 shares; 2025Q3: 3,740 shares; 2025Q4: 3,173 shares; 2026Q1: 2,990 shares; 2026Q2: 2,990 shares 2,990 $809K 0.26% 0 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: 801 shares; 2025Q1: 764 shares; 2025Q2: 841 shares; 2025Q3: 870 shares; 2025Q4: 850 shares; 2026Q1: 833 shares; 2026Q2: 834 shares 834 $802K 0.25% +1 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,050 shares; 2026Q1: 12,550 shares; 2026Q2: 17,500 shares 17,500 $793K 0.25% +4,950 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 loaded; 2024Q4: 872 shares; 2025Q1: 2,148 shares; 2025Q2: 3,641 shares; 2025Q3: 3,827 shares; 2025Q4: 4,341 shares; 2026Q1: 4,990 shares; 2026Q2: 5,092 shares 5,092 $771K 0.24% +102 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 4,280 shares 4,280 $731K 0.23% new 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: not loaded; 2024Q4: 1,150 shares; 2025Q1: 1,185 shares; 2025Q2: 1,338 shares; 2025Q3: 1,356 shares; 2025Q4: 1,386 shares; 2026Q1: 1,391 shares; 2026Q2: 1,427 shares 1,427 $727K 0.23% +36 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: not loaded; 2024Q4: 5,107 shares; 2025Q1: 5,635 shares; 2025Q2: 5,914 shares; 2025Q3: 6,271 shares; 2025Q4: 6,643 shares; 2026Q1: 3,753 shares; 2026Q2: 3,832 shares 3,832 $708K 0.22% +79 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,072 shares; 2025Q1: 4,723 shares; 2025Q2: 4,739 shares; 2025Q3: 4,759 shares; 2025Q4: 4,495 shares; 2026Q1: 3,805 shares; 2026Q2: 4,236 shares 4,236 $690K 0.22% +431 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,151 shares; 2025Q1: 1,038 shares; 2025Q2: 1,162 shares; 2025Q3: 1,333 shares; 2025Q4: 1,333 shares; 2026Q1: 1,358 shares; 2026Q2: 1,379 shares 1,379 $683K 0.22% +21 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: 3,032 shares 3,032 $679K 0.22% new 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: 3,032 shares 3,032 $670K 0.21% new 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: not loaded; 2024Q4: 5,276 shares; 2025Q1: 5,293 shares; 2025Q2: 4,592 shares; 2025Q3: 4,424 shares; 2025Q4: 3,354 shares; 2026Q1: 2,539 shares; 2026Q2: 2,244 shares 2,244 $658K 0.21% -295 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: 1,957 shares; 2025Q1: 3,467 shares; 2025Q2: 3,606 shares; 2025Q3: 3,028 shares; 2025Q4: 2,728 shares; 2026Q1: 2,164 shares; 2026Q2: 2,171 shares 2,171 $647K 0.21% +7 Timeline IJK 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: 6,471 shares; 2025Q1: 6,471 shares; 2025Q2: 6,471 shares; 2025Q3: 6,471 shares; 2025Q4: 6,471 shares; 2026Q1: 5,411 shares; 2026Q2: 5,411 shares 5,411 $636K 0.2% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,008 shares; 2025Q1: 3,008 shares; 2025Q2: 3,008 shares; 2025Q3: 3,008 shares; 2025Q4: 3,008 shares; 2026Q1: 2,957 shares; 2026Q2: 3,157 shares 3,157 $624K 0.2% +200 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,720 shares; 2025Q1: 4,895 shares; 2025Q2: 5,069 shares; 2025Q3: 5,388 shares; 2025Q4: 6,385 shares; 2026Q1: 6,155 shares; 2026Q2: 6,411 shares 6,411 $617K 0.2% +256 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: 927 shares; 2025Q1: 952 shares; 2025Q2: 964 shares; 2025Q3: 952 shares; 2025Q4: 1,089 shares; 2026Q1: 1,090 shares; 2026Q2: 1,100 shares 1,100 $565K 0.18% +10 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,625 shares; 2025Q1: 2,625 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,925 shares; 2026Q1: 14,154 shares; 2026Q2: 14,754 shares 14,754 $560K 0.18% +600 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,355 shares; 2025Q1: 4,196 shares; 2025Q2: 4,949 shares; 2025Q3: 5,394 shares; 2025Q4: 5,610 shares; 2026Q1: 5,601 shares; 2026Q2: 5,426 shares 5,426 $559K 0.18% -175 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: 4,193 shares; 2025Q1: 4,193 shares; 2025Q2: 4,193 shares; 2025Q3: 4,193 shares; 2025Q4: 4,193 shares; 2026Q1: 4,043 shares; 2026Q2: 4,043 shares 4,043 $556K 0.18% 0 Timeline BOND 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: 5,766 shares; 2025Q1: 6,384 shares; 2025Q2: 6,178 shares; 2025Q3: 5,980 shares; 2025Q4: 5,952 shares; 2026Q1: 5,954 shares; 2026Q2: 5,916 shares 5,916 $546K 0.17% -38 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: 5,000 shares; 2025Q1: 18,900 shares; 2025Q2: 18,900 shares; 2025Q3: 19,900 shares; 2025Q4: 20,825 shares; 2026Q1: 20,800 shares; 2026Q2: 20,425 shares 20,425 $539K 0.17% -375 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 213 shares; 2025Q1: 323 shares; 2025Q2: 393 shares; 2025Q3: 410 shares; 2025Q4: 433 shares; 2026Q1: 463 shares; 2026Q2: 473 shares 473 $536K 0.17% +10 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,034 shares; 2025Q1: 2,080 shares; 2025Q2: 4,422 shares; 2025Q3: 4,609 shares; 2025Q4: 4,935 shares; 2026Q1: 5,467 shares; 2026Q2: 5,566 shares 5,566 $526K 0.17% +99 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,060 shares; 2025Q1: 16,305 shares; 2025Q2: 16,740 shares; 2025Q3: 16,710 shares; 2025Q4: 16,770 shares; 2026Q1: 16,820 shares; 2026Q2: 16,170 shares 16,170 $511K 0.16% -650 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,378 shares; 2025Q1: 4,355 shares; 2025Q2: 4,167 shares; 2025Q3: 4,193 shares; 2025Q4: 4,239 shares; 2026Q1: 2,871 shares; 2026Q2: 3,234 shares 3,234 $507K 0.16% +363 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,719 shares; 2025Q1: 6,719 shares; 2025Q2: 7,097 shares; 2025Q3: 7,345 shares; 2025Q4: 7,395 shares; 2026Q1: 7,455 shares; 2026Q2: 7,055 shares 7,055 $507K 0.16% -400 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 loaded; 2024Q4: 5,734 shares; 2025Q1: 5,563 shares; 2025Q2: 4,962 shares; 2025Q3: 5,166 shares; 2025Q4: 5,219 shares; 2026Q1: 4,682 shares; 2026Q2: 4,226 shares 4,226 $496K 0.16% -456 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 675 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 688 shares; 2026Q1: 688 shares; 2026Q2: 948 shares 948 $495K 0.16% +260 Timeline SPXU PROSHARES TR More: the full row for PROSHARES 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: 9,000 shares; 2026Q2: 13,000 shares 13,000 $482K 0.15% +4,000 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: not loaded; 2024Q4: 1,295 shares; 2025Q1: 1,335 shares; 2025Q2: 1,566 shares; 2025Q3: 1,527 shares; 2025Q4: 1,562 shares; 2026Q1: 1,597 shares; 2026Q2: 5,976 shares 5,976 $481K 0.15% +4,379 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: 18,104 shares; 2025Q1: 17,009 shares; 2025Q2: 16,453 shares; 2025Q3: 16,416 shares; 2025Q4: 15,922 shares; 2026Q1: 15,002 shares; 2026Q2: 14,152 shares 14,152 $452K 0.14% -850 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: 680 shares; 2025Q1: 680 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,130 shares; 2026Q2: 1,030 shares 1,030 $446K 0.14% -100 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 loaded; 2024Q4: 8,715 shares; 2025Q1: 9,555 shares; 2025Q2: 10,147 shares; 2025Q3: 9,966 shares; 2025Q4: 10,093 shares; 2026Q1: 10,550 shares; 2026Q2: 10,712 shares 10,712 $440K 0.14% +162 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: not loaded; 2024Q4: 483 shares; 2025Q1: 505 shares; 2025Q2: 538 shares; 2025Q3: 488 shares; 2025Q4: 541 shares; 2026Q1: 556 shares; 2026Q2: 576 shares 576 $431K 0.14% +20 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,557 shares; 2025Q1: 3,575 shares; 2025Q2: 3,577 shares; 2025Q3: 3,654 shares; 2025Q4: 3,656 shares; 2026Q1: 3,665 shares; 2026Q2: 3,561 shares 3,561 $428K 0.14% -104 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,294 shares; 2026Q1: 10,294 shares; 2026Q2: 10,294 shares 10,294 $414K 0.13% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,636 shares; 2025Q1: 7,990 shares; 2025Q2: 7,646 shares; 2025Q3: 9,186 shares; 2025Q4: 4,737 shares; 2026Q1: 4,224 shares; 2026Q2: 3,975 shares 3,975 $413K 0.13% -249 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: not loaded; 2024Q4: 1,244 shares; 2025Q1: 1,154 shares; 2025Q2: 1,176 shares; 2025Q3: 1,171 shares; 2025Q4: 1,166 shares; 2026Q1: 1,136 shares; 2026Q2: 1,136 shares 1,136 $411K 0.13% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,638 shares; 2025Q1: 2,638 shares; 2025Q2: 2,616 shares; 2025Q3: 2,601 shares; 2025Q4: 3,302 shares; 2026Q1: 3,549 shares; 2026Q2: 3,941 shares 3,941 $409K 0.13% +392 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 56,208 shares; 2025Q1: 63,085 shares; 2025Q2: 67,598 shares; 2025Q3: 62,876 shares; 2025Q4: 63,010 shares; 2026Q1: 68,135 shares; 2026Q2: 67,275 shares 67,275 $408K 0.13% -860 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: 275 shares; 2025Q1: 275 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,750 shares; 2026Q1: 3,750 shares; 2026Q2: 3,750 shares 3,750 $404K 0.13% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 2,440 shares 2,440 $398K 0.13% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,796 shares; 2025Q1: 2,848 shares; 2025Q2: 3,080 shares; 2025Q3: 3,339 shares; 2025Q4: 3,341 shares; 2026Q1: 3,418 shares; 2026Q2: 3,670 shares 3,670 $396K 0.13% +252 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: 2,350 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares; 2026Q1: 2,350 shares; 2026Q2: 2,350 shares 2,350 $386K 0.12% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,291 shares; 2025Q1: 8,989 shares; 2025Q2: 8,486 shares; 2025Q3: 8,533 shares; 2025Q4: 7,139 shares; 2026Q1: 5,161 shares; 2026Q2: 4,618 shares 4,618 $386K 0.12% -543 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,630 shares; 2026Q2: 1,630 shares 1,630 $386K 0.12% 0 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: not loaded; 2024Q4: 12,072 shares; 2025Q1: 10,432 shares; 2025Q2: 9,832 shares; 2025Q3: 9,604 shares; 2025Q4: 9,331 shares; 2026Q1: 9,131 shares; 2026Q2: 6,700 shares 6,700 $382K 0.12% -2,431 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: 208 shares; 2025Q1: 208 shares; 2025Q2: 315 shares; 2025Q3: 345 shares; 2025Q4: 6,826 shares; 2026Q1: 8,527 shares; 2026Q2: 5,255 shares 5,255 $375K 0.12% -3,272 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 loaded; 2024Q4: 7,456 shares; 2025Q1: 7,344 shares; 2025Q2: 7,348 shares; 2025Q3: 6,803 shares; 2025Q4: 5,857 shares; 2026Q1: 5,431 shares; 2026Q2: 6,400 shares 6,400 $369K 0.12% +969 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 408 shares; 2025Q1: 409 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,423 shares; 2026Q1: 4,424 shares; 2026Q2: 4,425 shares 4,425 $364K 0.12% +1 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT 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: 10,396 shares; 2026Q2: 10,396 shares 10,396 $360K 0.11% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,193 shares; 2025Q1: 2,333 shares; 2025Q2: 2,359 shares; 2025Q3: 2,369 shares; 2025Q4: 2,153 shares; 2026Q1: 2,044 shares; 2026Q2: 2,045 shares 2,045 $346K 0.11% +1 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE 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: 8,200 shares; 2026Q2: 9,100 shares 9,100 $341K 0.11% +900 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,220 shares; 2025Q1: 4,146 shares; 2025Q2: 4,123 shares; 2025Q3: 4,175 shares; 2025Q4: 3,655 shares; 2026Q1: 4,003 shares; 2026Q2: 3,366 shares 3,366 $331K 0.11% -637 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: not loaded; 2024Q4: 2,287 shares; 2025Q1: 2,237 shares; 2025Q2: 3,421 shares; 2025Q3: 3,168 shares; 2025Q4: 3,317 shares; 2026Q1: 2,724 shares; 2026Q2: 2,470 shares 2,470 $323K 0.1% -254 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,240 shares; 2025Q1: 1,241 shares; 2025Q2: 1,241 shares; 2025Q3: 1,291 shares; 2025Q4: 1,485 shares; 2026Q1: 1,486 shares; 2026Q2: 1,486 shares 1,486 $317K 0.1% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 277 shares; 2026Q1: 292 shares; 2026Q2: 312 shares 312 $316K 0.1% +20 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,238 shares; 2025Q1: 2,189 shares; 2025Q2: 2,190 shares; 2025Q3: 2,042 shares; 2025Q4: 2,096 shares; 2026Q1: 2,097 shares; 2026Q2: 2,296 shares 2,296 $311K 0.1% +199 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,707 shares; 2025Q1: 2,707 shares; 2025Q2: 2,707 shares; 2025Q3: 2,707 shares; 2025Q4: 2,707 shares; 2026Q1: 2,707 shares; 2026Q2: 5,414 shares 5,414 $304K 0.1% +2,707 Timeline XYL XYLEM INC More: the full row for XYLEM 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: 2,075 shares; 2026Q1: 2,700 shares; 2026Q2: 2,550 shares 2,550 $301K 0.1% -150 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: 3,184 shares; 2025Q1: 5,579 shares; 2025Q2: 8,104 shares; 2025Q3: 10,129 shares; 2025Q4: 8,698 shares; 2026Q1: 7,155 shares; 2026Q2: 6,570 shares 6,570 $299K 0.09% -585 Timeline COPJ SPROTT FDS TR More: the full row for SPROTT FDS 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: 9,725 shares; 2026Q2: 7,325 shares 7,325 $290K 0.09% -2,400 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 51,000 shares; 2025Q1: 72,375 shares; 2025Q2: 76,375 shares; 2025Q3: 68,275 shares; 2025Q4: 48,945 shares; 2026Q1: 49,845 shares; 2026Q2: 49,045 shares 49,045 $288K 0.09% -800 Timeline XLE 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: 160 shares; 2025Q1: 260 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 520 shares; 2026Q1: 4,370 shares; 2026Q2: 5,420 shares 5,420 $288K 0.09% +1,050 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: not loaded; 2024Q4: 1,801 shares; 2025Q1: 1,850 shares; 2025Q2: 1,749 shares; 2025Q3: 1,720 shares; 2025Q4: 1,871 shares; 2026Q1: 1,938 shares; 2026Q2: 2,091 shares 2,091 $283K 0.09% +153 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,975 shares 6,975 $283K 0.09% new 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: 2,825 shares; 2025Q1: 2,832 shares; 2025Q2: 2,935 shares; 2025Q3: 3,370 shares; 2025Q4: 2,504 shares; 2026Q1: 2,319 shares; 2026Q2: 2,242 shares 2,242 $279K 0.09% -77 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO 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: 1,814 shares 1,814 $274K 0.09% new Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,389 shares; 2025Q1: 1,389 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,132 shares 5,132 $265K 0.08% new Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,859 shares; 2026Q1: 4,859 shares; 2026Q2: 4,859 shares 4,859 $262K 0.08% 0 Timeline SDCI USCF ETF TR More: the full row for USCF 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: 10,800 shares; 2025Q4: 10,750 shares; 2026Q1: 10,750 shares; 2026Q2: 9,900 shares 9,900 $262K 0.08% -850 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 loaded; 2024Q4: 80 shares; 2025Q1: 805 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 980 shares; 2026Q2: 780 shares 780 $261K 0.08% -200 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: not loaded; 2024Q4: 323 shares; 2025Q1: 344 shares; 2025Q2: 719 shares; 2025Q3: 704 shares; 2025Q4: 733 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $259K 0.08% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,078 shares; 2025Q1: 2,078 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,120 shares; 2026Q1: 3,267 shares; 2026Q2: 3,267 shares 3,267 $255K 0.08% 0 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: 1,113 shares; 2025Q1: 1,113 shares; 2025Q2: 1,113 shares; 2025Q3: 1,113 shares; 2025Q4: 1,113 shares; 2026Q1: 1,113 shares; 2026Q2: 1,113 shares 1,113 $253K 0.08% 0 Timeline FVD 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 loaded; 2024Q4: 4,825 shares; 2025Q1: 4,825 shares; 2025Q2: 4,825 shares; 2025Q3: 4,825 shares; 2025Q4: 5,235 shares; 2026Q1: 5,434 shares; 2026Q2: 5,235 shares 5,235 $252K 0.08% -199 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 225 shares; 2025Q1: 235 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 575 shares; 2026Q1: 643 shares; 2026Q2: 1,143 shares 1,143 $247K 0.08% +500 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,590 shares; 2026Q2: 9,240 shares 9,240 $245K 0.08% +650 Timeline CGMU 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: 6,075 shares; 2025Q1: 6,075 shares; 2025Q2: 7,925 shares; 2025Q3: 7,925 shares; 2025Q4: 8,925 shares; 2026Q1: 8,925 shares; 2026Q2: 8,925 shares 8,925 $245K 0.08% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 486 shares; 2025Q1: 501 shares; 2025Q2: not reported; 2025Q3: 998 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,077 shares 1,077 $244K 0.08% new 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: 147 shares; 2025Q1: 147 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 572 shares 572 $244K 0.08% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,445 shares 2,445 $243K 0.08% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 894 shares; 2025Q1: 894 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 894 shares; 2026Q2: 894 shares 894 $241K 0.08% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,868 shares; 2025Q1: 3,868 shares; 2025Q2: 4,008 shares; 2025Q3: 4,508 shares; 2025Q4: 4,508 shares; 2026Q1: 4,108 shares; 2026Q2: 3,775 shares 3,775 $234K 0.07% -333 Timeline IJJ 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: 3,064 shares; 2025Q1: 3,064 shares; 2025Q2: 3,064 shares; 2025Q3: 3,064 shares; 2025Q4: 3,064 shares; 2026Q1: 1,564 shares; 2026Q2: 1,564 shares 1,564 $231K 0.07% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $224K 0.07% 0 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 2,875 shares; 2025Q4: 3,925 shares; 2026Q1: 4,075 shares; 2026Q2: 4,075 shares 4,075 $218K 0.07% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 205 shares; 2026Q2: 205 shares 205 $214K 0.07% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,279 shares; 2025Q2: 7,338 shares; 2025Q3: 6,896 shares; 2025Q4: 6,104 shares; 2026Q1: 6,049 shares; 2026Q2: 5,141 shares 5,141 $212K 0.07% -908 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 150 shares; 2025Q1: 1,700 shares; 2025Q2: not reported; 2025Q3: 3,114 shares; 2025Q4: 3,139 shares; 2026Q1: 3,789 shares; 2026Q2: 3,814 shares 3,814 $212K 0.07% +25 Timeline OMFL 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 loaded; 2024Q4: 2,632 shares; 2025Q1: 2,637 shares; 2025Q2: 2,875 shares; 2025Q3: 2,910 shares; 2025Q4: 2,874 shares; 2026Q1: 2,979 shares; 2026Q2: 3,070 shares 3,070 $210K 0.07% +91 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: 3,555 shares; 2025Q1: 3,555 shares; 2025Q2: not reported; 2025Q3: 3,628 shares; 2025Q4: 3,628 shares; 2026Q1: 3,628 shares; 2026Q2: 3,484 shares 3,484 $208K 0.07% -144 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN 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: 17,459 shares; 2026Q2: 17,459 shares 17,459 $208K 0.07% 0 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES 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: 9,720 shares 9,720 $205K 0.06% new Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,686 shares; 2025Q1: 7,093 shares; 2025Q2: 7,101 shares; 2025Q3: 6,298 shares; 2025Q4: 6,305 shares; 2026Q1: 6,442 shares; 2026Q2: 5,335 shares 5,335 $203K 0.06% -1,107 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: 1,529 shares; 2025Q1: 1,767 shares; 2025Q2: 1,842 shares; 2025Q3: 1,842 shares; 2025Q4: 1,842 shares; 2026Q1: 1,993 shares; 2026Q2: 1,993 shares 1,993 $197K 0.06% 0 Timeline XMMO 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 loaded; 2024Q4: 1,089 shares; 2025Q1: 1,089 shares; 2025Q2: 1,089 shares; 2025Q3: 1,089 shares; 2025Q4: 1,089 shares; 2026Q1: 1,089 shares; 2026Q2: 1,089 shares 1,089 $185K 0.06% 0 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 loaded; 2024Q4: 1,604 shares; 2025Q1: 1,604 shares; 2025Q2: 1,604 shares; 2025Q3: 1,604 shares; 2025Q4: 1,604 shares; 2026Q1: 1,604 shares; 2026Q2: 1,604 shares 1,604 $181K 0.06% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 272 shares; 2025Q1: 142 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 232 shares; 2026Q1: 284 shares; 2026Q2: 284 shares 284 $180K 0.06% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 685 shares; 2025Q1: 685 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 725 shares; 2026Q1: not reported; 2026Q2: 725 shares 725 $173K 0.05% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,951 shares; 2025Q1: 715 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,100 shares; 2026Q1: 1,225 shares; 2026Q2: 1,225 shares 1,225 $171K 0.05% 0 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: 7,192 shares; 2025Q4: 7,192 shares; 2026Q1: 7,192 shares; 2026Q2: 4,900 shares 4,900 $171K 0.05% -2,292 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,622 shares; 2025Q1: 1,628 shares; 2025Q2: 1,622 shares; 2025Q3: 1,622 shares; 2025Q4: 1,622 shares; 2026Q1: 2,072 shares; 2026Q2: 2,072 shares 2,072 $170K 0.05% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,186 shares; 2025Q1: 2,174 shares; 2025Q2: 2,179 shares; 2025Q3: not reported; 2025Q4: 1,474 shares; 2026Q1: 1,464 shares; 2026Q2: 1,569 shares 1,569 $169K 0.05% +105 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,480 shares; 2025Q1: 4,530 shares; 2025Q2: 4,530 shares; 2025Q3: 4,530 shares; 2025Q4: 4,530 shares; 2026Q1: 4,530 shares; 2026Q2: 4,530 shares 4,530 $164K 0.05% 0 Timeline SHV 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: 1,450 shares; 2026Q2: 1,450 shares 1,450 $160K 0.05% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 547 shares; 2025Q1: 547 shares; 2025Q2: 547 shares; 2025Q3: 547 shares; 2025Q4: 547 shares; 2026Q1: 549 shares; 2026Q2: 514 shares 514 $157K 0.05% -35 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: 102 shares; 2025Q1: 102 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 220 shares; 2026Q1: 220 shares; 2026Q2: 220 shares 220 $157K 0.05% 0 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: not loaded; 2024Q4: 1,038 shares; 2025Q1: 1,136 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,545 shares; 2026Q1: 1,428 shares; 2026Q2: 1,216 shares 1,216 $154K 0.05% -212 Timeline SCHM 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: 2,640 shares; 2025Q1: 2,640 shares; 2025Q2: 2,640 shares; 2025Q3: 3,815 shares; 2025Q4: 3,815 shares; 2026Q1: 3,815 shares; 2026Q2: 3,815 shares 3,815 $141K 0.04% 0 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: 1,947 shares; 2025Q2: 620 shares; 2025Q3: 8,062 shares; 2025Q4: 7,668 shares; 2026Q1: 5,718 shares; 2026Q2: 3,968 shares 3,968 $134K 0.04% -1,750 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: 371 shares; 2025Q1: 371 shares; 2025Q2: 371 shares; 2025Q3: 371 shares; 2025Q4: 371 shares; 2026Q1: 371 shares; 2026Q2: 360 shares 360 $132K 0.04% -11 Timeline VIGI 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: 306 shares; 2025Q1: 309 shares; 2025Q2: 311 shares; 2025Q3: 312 shares; 2025Q4: 330 shares; 2026Q1: 1,390 shares; 2026Q2: 1,395 shares 1,395 $130K 0.04% +5 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 2,257 shares; 2026Q2: 2,257 shares 2,257 $127K 0.04% 0 Timeline ESGV 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: 738 shares; 2025Q1: 793 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 870 shares; 2026Q1: 960 shares; 2026Q2: 960 shares 960 $127K 0.04% 0 Timeline VTWO 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: 945 shares; 2025Q1: 945 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,038 shares; 2026Q1: 1,038 shares; 2026Q2: 1,038 shares 1,038 $126K 0.04% 0 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: 273 shares; 2025Q1: 281 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 331 shares; 2026Q1: 331 shares; 2026Q2: 331 shares 331 $117K 0.04% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,202 shares; 2025Q1: 1,202 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,202 shares; 2026Q1: 1,202 shares; 2026Q2: 1,202 shares 1,202 $111K 0.04% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,350 shares; 2026Q1: 5,350 shares; 2026Q2: 5,350 shares 5,350 $111K 0.04% 0 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: 1,065 shares; 2025Q1: 1,065 shares; 2025Q2: 1,067 shares; 2025Q3: 1,067 shares; 2025Q4: 1,071 shares; 2026Q1: 1,071 shares; 2026Q2: 1,073 shares 1,073 $110K 0.03% +2 Timeline SPHQ 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 loaded; 2024Q4: 1,165 shares; 2025Q1: 1,165 shares; 2025Q2: 1,165 shares; 2025Q3: 1,165 shares; 2025Q4: 1,165 shares; 2026Q1: 1,165 shares; 2026Q2: 1,165 shares 1,165 $105K 0.03% 0 Timeline XSVM 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 loaded; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $104K 0.03% 0 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: 342 shares; 2025Q1: 342 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 401 shares; 2026Q1: 443 shares; 2026Q2: 464 shares 464 $104K 0.03% +21 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 loaded; 2024Q4: 433 shares; 2025Q1: 455 shares; 2025Q2: 455 shares; 2025Q3: 524 shares; 2025Q4: 524 shares; 2026Q1: 499 shares; 2026Q2: 474 shares 474 $103K 0.03% -25 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,419 shares; 2025Q1: 4,419 shares; 2025Q2: 3,919 shares; 2025Q3: 3,919 shares; 2025Q4: 3,494 shares; 2026Q1: 3,494 shares; 2026Q2: 3,494 shares 3,494 $103K 0.03% 0 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: not reported; 2026Q2: 4,000 shares 4,000 $101K 0.03% new Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,380 shares; 2025Q1: 1,380 shares; 2025Q2: 1,380 shares; 2025Q3: 1,380 shares; 2025Q4: 1,380 shares; 2026Q1: 1,380 shares; 2026Q2: 1,380 shares 1,380 $94.8K 0.03% 0 Timeline GCAL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,750 shares 1,750 $89.6K 0.03% +250 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: not loaded; 2024Q4: 454 shares; 2025Q1: 1,094 shares; 2025Q2: 1,094 shares; 2025Q3: 1,094 shares; 2025Q4: 1,094 shares; 2026Q1: 1,094 shares; 2026Q2: 854 shares 854 $83.9K 0.03% -240 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 135 shares; 2025Q1: 185 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185 shares; 2026Q1: 185 shares; 2026Q2: 925 shares 925 $81.3K 0.03% +740 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,055 shares; 2025Q1: 5,055 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,455 shares; 2026Q1: 7,220 shares; 2026Q2: 5,820 shares 5,820 $80.9K 0.03% -1,400 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,014 shares; 2026Q1: 1,014 shares; 2026Q2: 1,014 shares 1,014 $80.5K 0.03% 0 Timeline CMF 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: 1,225 shares; 2026Q1: 1,225 shares; 2026Q2: 1,350 shares 1,350 $77.8K 0.02% +125 Timeline PAAA PGIM ETF TR More: the full row for PGIM 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: 500 shares; 2026Q2: 1,500 shares 1,500 $76.9K 0.02% +1,000 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 397 shares; 2025Q4: 397 shares; 2026Q1: 350 shares; 2026Q2: 220 shares 220 $75.7K 0.02% -130 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,622 shares; 2025Q1: 2,622 shares; 2025Q2: 2,622 shares; 2025Q3: 2,622 shares; 2025Q4: 2,622 shares; 2026Q1: 2,622 shares; 2026Q2: 2,622 shares 2,622 $63.3K 0.02% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 379 shares; 2026Q1: 379 shares; 2026Q2: 379 shares 379 $62.4K 0.02% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 375 shares; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $61.3K 0.02% 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: not reported; 2025Q1: 156 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 312 shares; 2026Q1: 312 shares; 2026Q2: 312 shares 312 $59.4K 0.02% 0 Timeline IXN 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: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $57.8K 0.02% 0 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: not loaded; 2024Q4: 116 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 121 shares; 2026Q1: 121 shares; 2026Q2: 658 shares 658 $56.7K 0.02% +537 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,715 shares; 2025Q1: 1,715 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 715 shares; 2026Q1: 715 shares; 2026Q2: 715 shares 715 $55.1K 0.02% 0 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 949 shares; 2026Q2: 949 shares 949 $54.9K 0.02% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 846 shares; 2026Q2: 846 shares 846 $53.1K 0.02% 0 Timeline XLP 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: 95 shares; 2025Q1: 95 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95 shares; 2026Q1: 95 shares; 2026Q2: 610 shares 610 $50.7K 0.02% +515 Timeline IMCG 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: 510 shares; 2025Q1: 510 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 510 shares; 2026Q1: 510 shares; 2026Q2: 510 shares 510 $50.1K 0.02% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 225 shares; 2025Q1: 228 shares; 2025Q2: 229 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 231 shares; 2026Q2: 232 shares 232 $49.4K 0.02% +1 Timeline IEF 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: 499 shares; 2025Q3: 499 shares; 2025Q4: 499 shares; 2026Q1: 499 shares; 2026Q2: 499 shares 499 $47.2K 0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS 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: 842 shares; 2026Q1: 842 shares; 2026Q2: 842 shares 842 $43.3K 0.01% 0 Timeline BSJR 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 loaded; 2024Q4: 1,885 shares; 2025Q1: 1,885 shares; 2025Q2: 1,885 shares; 2025Q3: 1,885 shares; 2025Q4: 1,885 shares; 2026Q1: 1,885 shares; 2026Q2: 1,885 shares 1,885 $42.1K 0.01% 0 Timeline BSJQ 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 loaded; 2024Q4: 1,783 shares; 2025Q1: 1,783 shares; 2025Q2: 1,783 shares; 2025Q3: 1,783 shares; 2025Q4: 1,783 shares; 2026Q1: 1,783 shares; 2026Q2: 1,783 shares 1,783 $40.9K 0.01% 0 Timeline PGF 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 loaded; 2024Q4: 1,942 shares; 2025Q1: 1,942 shares; 2025Q2: 1,942 shares; 2025Q3: 1,942 shares; 2025Q4: 1,942 shares; 2026Q1: 1,942 shares; 2026Q2: 2,942 shares 2,942 $40.3K 0.01% +1,000 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,281 shares; 2025Q1: 1,281 shares; 2025Q2: 1,281 shares; 2025Q3: 1,281 shares; 2025Q4: 1,281 shares; 2026Q1: 1,281 shares; 2026Q2: 1,281 shares 1,281 $39.8K 0.01% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 823 shares; 2025Q1: 823 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 844 shares; 2026Q1: 846 shares; 2026Q2: 856 shares 856 $35.3K 0.01% +10 Timeline XLV 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: 120 shares; 2025Q1: 220 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 220 shares; 2026Q1: 220 shares; 2026Q2: 220 shares 220 $34.9K 0.01% 0 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: not reported; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 39 shares; 2026Q1: 69 shares; 2026Q2: 276 shares 276 $34.3K 0.01% +207 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: not loaded; 2024Q4: 1,463 shares; 2025Q1: 1,463 shares; 2025Q2: 1,463 shares; 2025Q3: 1,463 shares; 2025Q4: 1,463 shares; 2026Q1: 1,463 shares; 2026Q2: 1,463 shares 1,463 $33.9K 0.01% 0 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 loaded; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 242 shares 242 $33.9K 0.01% +2 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: 95 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares; 2026Q2: 135 shares 135 $32.7K 0.01% 0 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 loaded; 2024Q4: 317 shares; 2025Q1: 325 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 361 shares; 2026Q1: 363 shares; 2026Q2: 385 shares 385 $31.8K 0.01% +22 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: not loaded; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $31.3K 0.01% 0 Timeline IWP 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: 186 shares; 2026Q1: 186 shares; 2026Q2: 186 shares 186 $27.2K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,219 shares; 2025Q1: 1,289 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,269 shares; 2026Q1: 1,629 shares; 2026Q2: 1,068 shares 1,068 $26.2K 0.01% -561 Timeline IUSG 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: 132 shares; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 132 shares; 2026Q2: 132 shares 132 $24.8K 0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 165 shares; 2025Q1: 140 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 145 shares; 2026Q1: 145 shares; 2026Q2: 145 shares 145 $23.7K 0.01% 0 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: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 78 shares 78 $23.6K 0.01% +16 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $22.3K 0.01% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $20.8K 0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 216 shares; 2026Q2: 216 shares 216 $18.1K 0.01% 0 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: not loaded; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 140 shares 140 $16.4K 0.01% 0 Timeline IUSV 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: 24 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 132 shares; 2026Q2: 132 shares 132 $14.5K <0.01% 0 Timeline IBB 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: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $14.3K <0.01% 0 Timeline GTOP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 284 shares; 2026Q1: 284 shares; 2026Q2: 284 shares 284 $14.1K <0.01% 0 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: 576 shares; 2025Q1: 604 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 176 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $13.6K <0.01% 0 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: not reported; 2025Q1: 74 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74 shares; 2026Q1: 78 shares; 2026Q2: 78 shares 78 $9.97K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59 shares; 2026Q1: 59 shares; 2026Q2: 59 shares 59 $9.83K <0.01% 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: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 32 shares 32 $7.78K <0.01% 0 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: not loaded; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 187 shares; 2026Q1: 187 shares; 2026Q2: 187 shares 187 $7.75K <0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR 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: 45 shares; 2026Q2: 45 shares 45 $7.58K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86 shares; 2026Q1: 86 shares; 2026Q2: 86 shares 86 $6.58K <0.01% 0 Timeline SCZ 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: 68 shares; 2026Q1: 77 shares; 2026Q2: 77 shares 77 $6.33K <0.01% 0 Timeline IYH 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: 77 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 77 shares; 2026Q1: 77 shares; 2026Q2: 77 shares 77 $5.16K <0.01% 0 Timeline JPIN 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: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 52 shares 52 $3.76K <0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 207 shares; 2026Q1: 47 shares; 2026Q2: 47 shares 47 $2.2K <0.01% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $2.15K <0.01% 0 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $2.14K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $985 <0.01% 0 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: 8 shares; 2026Q2: 8 shares 8 $883 <0.01% 0 Timeline