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: 14,437 shares; 2025Q1: 12,449 shares; 2025Q2: 12,594 shares; 2025Q3: 12,241 shares; 2025Q4: 12,187 shares; 2026Q1: 12,533 shares; 2026Q2: 13,369 shares 13,369 $10M 5.09% +836 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 76,297 shares; 2025Q1: 74,995 shares; 2025Q2: 77,200 shares; 2025Q3: 77,025 shares; 2025Q4: 80,847 shares; 2026Q1: 84,112 shares; 2026Q2: 88,670 shares 88,670 $8.48M 4.31% +4,558 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,318 shares; 2025Q1: 21,732 shares; 2025Q2: 22,910 shares; 2025Q3: 23,228 shares; 2025Q4: 23,790 shares; 2026Q1: 24,006 shares; 2026Q2: 24,820 shares 24,820 $7.18M 3.65% +814 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: 8,150 shares; 2025Q1: 8,172 shares; 2025Q2: 8,650 shares; 2025Q3: 8,491 shares; 2025Q4: 8,646 shares; 2026Q1: 8,929 shares; 2026Q2: 9,561 shares 9,561 $7.04M 3.58% +632 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: 17,605 shares; 2025Q1: 18,441 shares; 2025Q2: 22,468 shares; 2025Q3: 23,190 shares; 2025Q4: 23,234 shares; 2026Q1: 24,020 shares; 2026Q2: 26,000 shares 26,000 $5.2M 2.65% +1,980 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 106,830 shares; 2025Q1: 113,955 shares; 2025Q2: 154,257 shares; 2025Q3: 158,389 shares; 2025Q4: 169,593 shares; 2026Q1: 194,177 shares; 2026Q2: 169,716 shares 169,716 $4.37M 2.22% -24,461 Timeline DGRO 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: 53,558 shares; 2025Q1: 51,183 shares; 2025Q2: 51,582 shares; 2025Q3: 50,843 shares; 2025Q4: 51,820 shares; 2026Q1: 53,518 shares; 2026Q2: 56,964 shares 56,964 $4.32M 2.2% +3,446 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: 7,850 shares; 2025Q1: 8,046 shares; 2025Q2: 8,111 shares; 2025Q3: 8,322 shares; 2025Q4: 8,712 shares; 2026Q1: 9,767 shares; 2026Q2: 11,320 shares 11,320 $4.22M 2.15% +1,553 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: 13,089 shares; 2025Q1: 13,546 shares; 2025Q2: 12,308 shares; 2025Q3: 12,460 shares; 2025Q4: 12,289 shares; 2026Q1: 10,697 shares; 2026Q2: 11,390 shares 11,390 $4.07M 2.07% +693 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: 10,089 shares; 2025Q1: 11,105 shares; 2025Q2: 11,442 shares; 2025Q3: 11,268 shares; 2025Q4: 10,174 shares; 2026Q1: 10,257 shares; 2026Q2: 10,504 shares 10,504 $3.97M 2.02% +247 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: 11,575 shares; 2025Q1: 11,985 shares; 2025Q2: 12,324 shares; 2025Q3: 12,450 shares; 2025Q4: 13,713 shares; 2026Q1: 14,433 shares; 2026Q2: 15,761 shares 15,761 $3.76M 1.91% +1,328 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: 17,815 shares; 2025Q1: 17,530 shares; 2025Q2: 18,587 shares; 2025Q3: 18,319 shares; 2025Q4: 18,703 shares; 2026Q1: 19,352 shares; 2026Q2: 20,544 shares 20,544 $3.25M 1.65% +1,192 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: 13,502 shares; 2025Q1: 12,918 shares; 2025Q2: 12,269 shares; 2025Q3: 12,236 shares; 2025Q4: 12,732 shares; 2026Q1: 13,436 shares; 2026Q2: 14,073 shares 14,073 $2.99M 1.52% +637 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: 6,002 shares; 2025Q1: 6,001 shares; 2025Q2: 6,069 shares; 2025Q3: 6,137 shares; 2025Q4: 5,457 shares; 2026Q1: 5,567 shares; 2026Q2: 5,800 shares 5,800 $2.9M 1.48% +233 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: 7,775 shares; 2025Q1: 7,862 shares; 2025Q2: 10,414 shares; 2025Q3: 11,418 shares; 2025Q4: 15,954 shares; 2026Q1: 16,346 shares; 2026Q2: 16,388 shares 16,388 $2.69M 1.37% +42 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: not reported; 2026Q1: not reported; 2026Q2: 65,116 shares 65,116 $2.61M 1.33% new 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: 7,315 shares; 2025Q1: 13,493 shares; 2025Q2: 14,456 shares; 2025Q3: 15,196 shares; 2025Q4: 17,268 shares; 2026Q1: 18,681 shares; 2026Q2: 20,277 shares 20,277 $2.61M 1.32% +1,596 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: 6,799 shares; 2025Q1: 6,889 shares; 2025Q2: 7,076 shares; 2025Q3: 6,523 shares; 2025Q4: 6,819 shares; 2026Q1: 7,228 shares; 2026Q2: 7,606 shares 7,606 $2.49M 1.27% +378 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,548 shares; 2025Q3: 6,122 shares; 2025Q4: 6,438 shares; 2026Q1: 6,791 shares; 2026Q2: 5,713 shares 5,713 $2.47M 1.25% -1,078 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: 18,453 shares; 2025Q1: 18,812 shares; 2025Q2: 17,878 shares; 2025Q3: 21,749 shares; 2025Q4: 24,768 shares; 2026Q1: 25,863 shares; 2026Q2: 29,475 shares 29,475 $2.44M 1.24% +3,612 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: 1,075 shares; 2025Q1: 1,109 shares; 2025Q2: 1,660 shares; 2025Q3: 1,710 shares; 2025Q4: 1,788 shares; 2026Q1: 1,859 shares; 2026Q2: 2,030 shares 2,030 $2.44M 1.24% +171 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: 31,194 shares; 2025Q1: 30,974 shares; 2025Q2: 31,734 shares; 2025Q3: 31,690 shares; 2025Q4: 33,302 shares; 2026Q1: 36,037 shares; 2026Q2: 39,054 shares 39,054 $2.26M 1.15% +3,017 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 39,045 shares; 2025Q1: 41,201 shares; 2025Q2: 37,423 shares; 2025Q3: 44,867 shares; 2025Q4: 43,112 shares; 2026Q1: 44,499 shares; 2026Q2: 48,852 shares 48,852 $2.22M 1.13% +4,353 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,793 shares; 2025Q1: 1,952 shares; 2025Q2: 2,070 shares; 2025Q3: 2,061 shares; 2025Q4: 2,043 shares; 2026Q1: 2,099 shares; 2026Q2: 18,485 shares 18,485 $2.21M 1.12% +16,386 Timeline DFAC 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: 30,678 shares; 2025Q1: 18,844 shares; 2025Q2: 27,486 shares; 2025Q3: 30,739 shares; 2025Q4: 45,788 shares; 2026Q1: 47,521 shares; 2026Q2: 49,135 shares 49,135 $2.18M 1.11% +1,614 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 51,580 shares; 2025Q2: 67,964 shares; 2025Q3: 69,172 shares; 2025Q4: 74,517 shares; 2026Q1: 84,434 shares; 2026Q2: 74,226 shares 74,226 $1.97M 1% -10,208 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: 5,356 shares; 2025Q1: 5,321 shares; 2025Q2: 5,579 shares; 2025Q3: 5,365 shares; 2025Q4: 5,565 shares; 2026Q1: 5,789 shares; 2026Q2: 24,272 shares 24,272 $1.96M 0.99% +18,483 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: 2,569 shares; 2025Q1: 2,577 shares; 2025Q2: 2,659 shares; 2025Q3: 2,672 shares; 2025Q4: 2,737 shares; 2026Q1: 2,838 shares; 2026Q2: 3,160 shares 3,160 $1.78M 0.9% +322 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: 2,033 shares; 2025Q1: 2,098 shares; 2025Q2: 2,289 shares; 2025Q3: 2,207 shares; 2025Q4: 2,207 shares; 2026Q1: 2,215 shares; 2026Q2: 2,340 shares 2,340 $1.75M 0.89% +125 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA 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: 48,447 shares 48,447 $1.75M 0.89% new 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: 10,944 shares; 2025Q1: 13,632 shares; 2025Q2: 15,138 shares; 2025Q3: 15,121 shares; 2025Q4: 15,691 shares; 2026Q1: 11,894 shares; 2026Q2: 12,057 shares 12,057 $1.69M 0.86% +163 Timeline FSMD 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: 25,046 shares; 2025Q1: 26,628 shares; 2025Q2: 27,058 shares; 2025Q3: 27,188 shares; 2025Q4: 28,829 shares; 2026Q1: 29,727 shares; 2026Q2: 31,302 shares 31,302 $1.65M 0.84% +1,575 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: 12,050 shares; 2025Q1: 11,876 shares; 2025Q2: 12,430 shares; 2025Q3: 12,263 shares; 2025Q4: 12,825 shares; 2026Q1: 13,734 shares; 2026Q2: 14,250 shares 14,250 $1.61M 0.82% +516 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: 3,764 shares; 2025Q1: 3,972 shares; 2025Q2: 4,157 shares; 2025Q3: 4,198 shares; 2025Q4: 4,204 shares; 2026Q1: 4,324 shares; 2026Q2: 4,448 shares 4,448 $1.57M 0.8% +124 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: 16,855 shares; 2025Q3: 17,292 shares; 2025Q4: 18,044 shares; 2026Q1: 18,616 shares; 2026Q2: 20,349 shares 20,349 $1.56M 0.79% +1,733 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,869 shares; 2025Q1: 36,705 shares; 2025Q2: 41,006 shares; 2025Q3: 39,544 shares; 2025Q4: 37,705 shares; 2026Q1: 39,077 shares; 2026Q2: 42,334 shares 42,334 $1.55M 0.79% +3,257 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,016 shares 21,016 $1.54M 0.78% new 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: 3,877 shares; 2025Q1: 4,036 shares; 2025Q2: 4,185 shares; 2025Q3: 4,171 shares; 2025Q4: 4,340 shares; 2026Q1: 4,226 shares; 2026Q2: 4,500 shares 4,500 $1.52M 0.77% +274 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: 22,512 shares; 2025Q1: 23,511 shares; 2025Q2: 24,352 shares; 2025Q3: 24,221 shares; 2025Q4: 25,370 shares; 2026Q1: 24,238 shares; 2026Q2: 25,953 shares 25,953 $1.48M 0.75% +1,715 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: 4,613 shares; 2025Q1: 4,828 shares; 2025Q2: 4,806 shares; 2025Q3: 4,830 shares; 2025Q4: 5,254 shares; 2026Q1: 5,436 shares; 2026Q2: 5,704 shares 5,704 $1.45M 0.74% +268 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: 13,823 shares; 2025Q1: 14,021 shares; 2025Q2: 13,538 shares; 2025Q3: 15,502 shares; 2025Q4: 15,185 shares; 2026Q1: 15,640 shares; 2026Q2: 17,835 shares 17,835 $1.39M 0.71% +2,195 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,998 shares; 2025Q1: 3,064 shares; 2025Q2: 3,309 shares; 2025Q3: 3,350 shares; 2025Q4: 3,577 shares; 2026Q1: 3,853 shares; 2026Q2: 5,397 shares 5,397 $1.36M 0.69% +1,544 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: 3,663 shares; 2025Q1: 3,698 shares; 2025Q2: 3,734 shares; 2025Q3: 3,718 shares; 2025Q4: 6,042 shares; 2026Q1: 6,359 shares; 2026Q2: 6,924 shares 6,924 $1.31M 0.67% +565 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 867 shares; 2026Q1: 1,089 shares; 2026Q2: 1,077 shares 1,077 $1.27M 0.64% -12 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,764 shares; 2026Q2: 6,828 shares 6,828 $1.2M 0.61% +1,064 Timeline DFAW 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: 9,584 shares; 2025Q1: 11,361 shares; 2025Q2: 12,098 shares; 2025Q3: 12,414 shares; 2025Q4: 14,500 shares; 2026Q1: 13,944 shares; 2026Q2: 13,140 shares 13,140 $1.09M 0.55% -804 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: 5,815 shares; 2025Q1: 5,973 shares; 2025Q2: 6,487 shares; 2025Q3: 6,562 shares; 2025Q4: 6,904 shares; 2026Q1: 6,649 shares; 2026Q2: 7,902 shares 7,902 $1.08M 0.55% +1,253 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,149 shares; 2025Q1: 10,680 shares; 2025Q2: 14,803 shares; 2025Q3: 16,222 shares; 2025Q4: 22,978 shares; 2026Q1: 23,725 shares; 2026Q2: 24,574 shares 24,574 $1.06M 0.54% +849 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: 1,827 shares; 2025Q1: 1,874 shares; 2025Q2: 1,912 shares; 2025Q3: 1,953 shares; 2025Q4: 2,063 shares; 2026Q1: 2,150 shares; 2026Q2: 2,926 shares 2,926 $1.04M 0.53% +776 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 186 shares; 2025Q1: 194 shares; 2025Q2: 202 shares; 2025Q3: 196 shares; 2025Q4: 207 shares; 2026Q1: 215 shares; 2026Q2: 5,788 shares 5,788 $1.03M 0.52% +5,573 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,538 shares; 2025Q1: 6,633 shares; 2025Q2: 6,782 shares; 2025Q3: 6,840 shares; 2025Q4: 8,383 shares; 2026Q1: 8,710 shares; 2026Q2: 9,461 shares 9,461 $1.01M 0.51% +751 Timeline STIP 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: 6,033 shares; 2025Q3: 7,127 shares; 2025Q4: 7,892 shares; 2026Q1: 8,259 shares; 2026Q2: 9,854 shares 9,854 $1.01M 0.51% +1,595 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,284 shares; 2025Q1: 7,287 shares; 2025Q2: 7,328 shares; 2025Q3: 7,388 shares; 2025Q4: 12,066 shares; 2026Q1: 12,116 shares; 2026Q2: 13,224 shares 13,224 $999K 0.51% +1,108 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares; 2026Q1: 5,400 shares; 2026Q2: 5,400 shares 5,400 $984K 0.5% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,244 shares 2,244 $972K 0.49% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 246 shares; 2026Q1: 245 shares; 2026Q2: 482 shares 482 $960K 0.49% +237 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,278 shares; 2025Q2: 8,548 shares; 2025Q3: 9,636 shares; 2025Q4: 13,116 shares; 2026Q1: 13,607 shares; 2026Q2: 13,945 shares 13,945 $948K 0.48% +338 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: 1,778 shares; 2025Q1: 1,999 shares; 2025Q2: 2,111 shares; 2025Q3: 2,173 shares; 2025Q4: 2,320 shares; 2026Q1: 2,426 shares; 2026Q2: 2,610 shares 2,610 $945K 0.48% +184 Timeline DFCF 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: 8,666 shares; 2025Q1: 9,569 shares; 2025Q2: 13,964 shares; 2025Q3: 15,002 shares; 2025Q4: 20,795 shares; 2026Q1: 22,187 shares; 2026Q2: 22,371 shares 22,371 $944K 0.48% +184 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: 4,181 shares; 2025Q1: 3,685 shares; 2025Q2: not reported; 2025Q3: 1,396 shares; 2025Q4: 1,508 shares; 2026Q1: 1,553 shares; 2026Q2: 1,594 shares 1,594 $926K 0.47% +41 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: 1,419 shares; 2025Q1: 1,218 shares; 2025Q2: 1,219 shares; 2025Q3: 1,205 shares; 2025Q4: 12,781 shares; 2026Q1: 11,647 shares; 2026Q2: 12,878 shares 12,878 $919K 0.47% +1,231 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: 5,565 shares; 2025Q1: 11,314 shares; 2025Q2: 11,652 shares; 2025Q3: 11,595 shares; 2025Q4: 12,360 shares; 2026Q1: 11,835 shares; 2026Q2: 12,365 shares 12,365 $892K 0.45% +530 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: 1,647 shares; 2025Q1: not reported; 2025Q2: 1,704 shares; 2025Q3: 1,671 shares; 2025Q4: 4,797 shares; 2026Q1: 4,019 shares; 2026Q2: 4,131 shares 4,131 $864K 0.44% +112 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 718 shares 718 $829K 0.42% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,673 shares; 2025Q2: 14,334 shares; 2025Q3: 14,634 shares; 2025Q4: 15,495 shares; 2026Q1: 18,928 shares; 2026Q2: 15,173 shares 15,173 $807K 0.41% -3,755 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 661 shares; 2026Q1: 706 shares; 2026Q2: 1,666 shares 1,666 $796K 0.4% +960 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: 5,620 shares; 2025Q1: 5,851 shares; 2025Q2: 7,835 shares; 2025Q3: 7,997 shares; 2025Q4: 8,592 shares; 2026Q1: 9,052 shares; 2026Q2: 9,788 shares 9,788 $795K 0.4% +736 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,160 shares; 2025Q1: 14,162 shares; 2025Q2: 14,169 shares; 2025Q3: 13,949 shares; 2025Q4: 13,957 shares; 2026Q1: 13,984 shares; 2026Q2: 14,001 shares 14,001 $789K 0.4% +17 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,624 shares; 2025Q1: 14,775 shares; 2025Q2: 14,959 shares; 2025Q3: 15,148 shares; 2025Q4: 15,570 shares; 2026Q1: 15,489 shares; 2026Q2: 15,657 shares 15,657 $780K 0.4% +168 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $772K 0.39% 0 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: 1,020 shares; 2025Q1: not reported; 2025Q2: 3,284 shares; 2025Q3: 3,216 shares; 2025Q4: 3,223 shares; 2026Q1: 3,322 shares; 2026Q2: 3,229 shares 3,229 $764K 0.39% -93 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: 3,198 shares; 2025Q1: 3,198 shares; 2025Q2: 3,240 shares; 2025Q3: 3,336 shares; 2025Q4: 3,426 shares; 2026Q1: 3,468 shares; 2026Q2: 3,360 shares 3,360 $763K 0.39% -108 Timeline IFRA 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: 11,167 shares; 2025Q1: 10,847 shares; 2025Q2: 11,196 shares; 2025Q3: 11,124 shares; 2025Q4: 11,301 shares; 2026Q1: 11,528 shares; 2026Q2: 12,053 shares 12,053 $760K 0.39% +525 Timeline SOXX 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: 1,084 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 1,106 shares; 2026Q1: 1,174 shares; 2026Q2: 1,174 shares 1,174 $752K 0.38% 0 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,318 shares; 2025Q1: 13,380 shares; 2025Q2: 18,861 shares; 2025Q3: 20,145 shares; 2025Q4: 27,284 shares; 2026Q1: 29,060 shares; 2026Q2: 29,088 shares 29,088 $742K 0.38% +28 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,533 shares; 2026Q2: 3,404 shares 3,404 $737K 0.37% +871 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: 8,195 shares; 2025Q1: 8,026 shares; 2025Q2: 6,322 shares; 2025Q3: 6,262 shares; 2025Q4: 6,627 shares; 2026Q1: 6,530 shares; 2026Q2: 6,157 shares 6,157 $723K 0.37% -373 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: 1,895 shares; 2025Q1: 1,519 shares; 2025Q2: 1,534 shares; 2025Q3: 1,560 shares; 2025Q4: 1,667 shares; 2026Q1: 1,407 shares; 2026Q2: 1,374 shares 1,374 $706K 0.36% -33 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: 3,566 shares; 2025Q1: 4,074 shares; 2025Q2: 4,629 shares; 2025Q3: 4,801 shares; 2025Q4: 5,258 shares; 2026Q1: 5,587 shares; 2026Q2: 5,207 shares 5,207 $705K 0.36% -380 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: 567 shares; 2025Q1: 587 shares; 2025Q2: 619 shares; 2025Q3: 614 shares; 2025Q4: 638 shares; 2026Q1: 671 shares; 2026Q2: 714 shares 714 $687K 0.35% +43 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: 5,974 shares; 2025Q1: 6,341 shares; 2025Q2: 3,852 shares; 2025Q3: 3,902 shares; 2025Q4: 4,105 shares; 2026Q1: 4,025 shares; 2026Q2: 4,092 shares 4,092 $678K 0.34% +67 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,562 shares; 2026Q1: 5,806 shares; 2026Q2: 6,935 shares 6,935 $669K 0.34% +1,129 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $664K 0.34% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,584 shares; 2025Q3: 3,686 shares; 2025Q4: 3,886 shares; 2026Q1: 7,282 shares; 2026Q2: 7,887 shares 7,887 $652K 0.33% +605 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,434 shares; 2025Q3: 2,559 shares; 2025Q4: 2,719 shares; 2026Q1: 3,031 shares; 2026Q2: 2,581 shares 2,581 $641K 0.33% -450 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: 1,002 shares; 2025Q1: 1,127 shares; 2025Q2: 1,282 shares; 2025Q3: 1,186 shares; 2025Q4: 1,188 shares; 2026Q1: 1,191 shares; 2026Q2: 1,192 shares 1,192 $623K 0.32% +1 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: 4,533 shares; 2025Q1: 4,665 shares; 2025Q2: 4,638 shares; 2025Q3: 4,701 shares; 2025Q4: 5,386 shares; 2026Q1: 5,887 shares; 2026Q2: 4,206 shares 4,206 $617K 0.31% -1,681 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: 711 shares; 2025Q1: 748 shares; 2025Q2: 797 shares; 2025Q3: 739 shares; 2025Q4: 750 shares; 2026Q1: 681 shares; 2026Q2: 576 shares 576 $613K 0.31% -105 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,173 shares; 2025Q1: 2,143 shares; 2025Q2: 2,195 shares; 2025Q3: 2,171 shares; 2025Q4: 2,371 shares; 2026Q1: 2,459 shares; 2026Q2: 2,556 shares 2,556 $611K 0.31% +97 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,632 shares; 2025Q1: 6,449 shares; 2025Q2: 8,600 shares; 2025Q3: 9,516 shares; 2025Q4: 13,731 shares; 2026Q1: 13,992 shares; 2026Q2: 14,471 shares 14,471 $603K 0.31% +479 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: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $591K 0.3% 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,338 shares 22,338 $591K 0.3% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,018 shares; 2025Q1: 6,185 shares; 2025Q2: 6,269 shares; 2025Q3: 6,386 shares; 2025Q4: 6,479 shares; 2026Q1: 6,410 shares; 2026Q2: 8,051 shares 8,051 $579K 0.29% +1,641 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 19,343 shares 19,343 $566K 0.29% new 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: 4,347 shares; 2025Q1: 4,319 shares; 2025Q2: 5,059 shares; 2025Q3: 5,283 shares; 2025Q4: 6,860 shares; 2026Q1: 6,763 shares; 2026Q2: 6,747 shares 6,747 $565K 0.29% -16 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: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,021 shares; 2025Q3: 5,021 shares; 2025Q4: 5,021 shares; 2026Q1: 5,021 shares; 2026Q2: 10,043 shares 10,043 $564K 0.29% +5,022 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: 2,282 shares; 2025Q1: 1,817 shares; 2025Q2: 1,863 shares; 2025Q3: 1,834 shares; 2025Q4: 1,995 shares; 2026Q1: 2,074 shares; 2026Q2: 1,884 shares 1,884 $562K 0.29% -190 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: not reported; 2025Q1: not reported; 2025Q2: 1,361 shares; 2025Q3: 1,358 shares; 2025Q4: 1,365 shares; 2026Q1: 1,573 shares; 2026Q2: 1,510 shares 1,510 $559K 0.28% -63 Timeline IAGG 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: 5,797 shares; 2025Q3: 6,753 shares; 2025Q4: 9,885 shares; 2026Q1: 11,088 shares; 2026Q2: 10,939 shares 10,939 $554K 0.28% -149 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: 33,332 shares; 2025Q1: 33,303 shares; 2025Q2: 40,812 shares; 2025Q3: 42,287 shares; 2025Q4: 44,416 shares; 2026Q1: 49,229 shares; 2026Q2: 9,686 shares 9,686 $547K 0.28% -39,543 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 1,128 shares 1,128 $545K 0.28% new Timeline IGEB 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: 6,587 shares; 2025Q3: 7,195 shares; 2025Q4: 10,661 shares; 2026Q1: 11,725 shares; 2026Q2: 12,058 shares 12,058 $544K 0.28% +333 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: 646 shares; 2025Q2: 959 shares; 2025Q3: 959 shares; 2025Q4: 1,068 shares; 2026Q1: 1,070 shares; 2026Q2: 4,281 shares 4,281 $532K 0.27% +3,211 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: 989 shares; 2025Q1: 989 shares; 2025Q2: 1,010 shares; 2025Q3: 1,010 shares; 2025Q4: 1,010 shares; 2026Q1: 1,015 shares; 2026Q2: 6,031 shares 6,031 $519K 0.26% +5,016 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 430 shares; 2026Q1: 468 shares; 2026Q2: 512 shares 512 $518K 0.26% +44 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 346 shares; 2026Q1: 410 shares; 2026Q2: 671 shares 671 $507K 0.26% +261 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 711 shares 711 $507K 0.26% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 599 shares; 2025Q1: 667 shares; 2025Q2: 721 shares; 2025Q3: 756 shares; 2025Q4: 806 shares; 2026Q1: 835 shares; 2026Q2: 930 shares 930 $466K 0.24% +95 Timeline VT 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: not reported; 2025Q4: 2,263 shares; 2026Q1: 2,259 shares; 2026Q2: 2,950 shares 2,950 $463K 0.24% +691 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: 486 shares; 2025Q1: 682 shares; 2025Q2: 566 shares; 2025Q3: 632 shares; 2025Q4: 657 shares; 2026Q1: 787 shares; 2026Q2: 667 shares 667 $458K 0.23% -120 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,310 shares; 2025Q1: 1,313 shares; 2025Q2: 1,216 shares; 2025Q3: 1,217 shares; 2025Q4: 1,218 shares; 2026Q1: 1,245 shares; 2026Q2: 1,141 shares 1,141 $453K 0.23% -104 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,484 shares; 2025Q1: 2,476 shares; 2025Q2: 2,518 shares; 2025Q3: 2,409 shares; 2025Q4: 2,207 shares; 2026Q1: 2,173 shares; 2026Q2: 2,023 shares 2,023 $444K 0.23% -150 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: 962 shares; 2025Q1: 768 shares; 2025Q2: 727 shares; 2025Q3: 726 shares; 2025Q4: 792 shares; 2026Q1: 766 shares; 2026Q2: 871 shares 871 $444K 0.23% +105 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,410 shares; 2025Q1: 1,983 shares; 2025Q2: 2,043 shares; 2025Q3: 2,091 shares; 2025Q4: 2,236 shares; 2026Q1: 2,355 shares; 2026Q2: 2,439 shares 2,439 $438K 0.22% +84 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,377 shares 2,377 $430K 0.22% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,525 shares; 2025Q1: 3,527 shares; 2025Q2: 4,160 shares; 2025Q3: not reported; 2025Q4: 4,363 shares; 2026Q1: 4,451 shares; 2026Q2: 4,476 shares 4,476 $427K 0.22% +25 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,154 shares; 2025Q1: 8,166 shares; 2025Q2: 8,178 shares; 2025Q3: 8,190 shares; 2025Q4: 8,202 shares; 2026Q1: 9,275 shares; 2026Q2: 9,286 shares 9,286 $426K 0.22% +11 Timeline FTMH 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: not reported; 2026Q1: not reported; 2026Q2: 34,034 shares 34,034 $404K 0.21% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,303 shares; 2025Q1: 2,392 shares; 2025Q2: 2,700 shares; 2025Q3: 2,604 shares; 2025Q4: 2,604 shares; 2026Q1: 2,604 shares; 2026Q2: 2,604 shares 2,604 $386K 0.2% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,754 shares; 2025Q1: 1,720 shares; 2025Q2: 1,721 shares; 2025Q3: 1,722 shares; 2025Q4: 1,723 shares; 2026Q1: 1,581 shares; 2026Q2: 1,582 shares 1,582 $384K 0.2% +1 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY 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: 5,116 shares; 2025Q4: 7,484 shares; 2026Q1: 7,935 shares; 2026Q2: 8,244 shares 8,244 $377K 0.19% +309 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,605 shares; 2025Q3: 2,770 shares; 2025Q4: 3,709 shares; 2026Q1: 3,301 shares; 2026Q2: 3,403 shares 3,403 $371K 0.19% +102 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 3,527 shares; 2026Q2: 3,950 shares 3,950 $369K 0.19% +423 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,007 shares; 2025Q3: 2,176 shares; 2025Q4: 2,561 shares; 2026Q1: 2,790 shares; 2026Q2: 3,281 shares 3,281 $363K 0.18% +491 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: not reported; 2025Q1: not reported; 2025Q2: 1,860 shares; 2025Q3: 1,993 shares; 2025Q4: 2,180 shares; 2026Q1: 2,306 shares; 2026Q2: 2,574 shares 2,574 $354K 0.18% +268 Timeline ARTY 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: 4,237 shares; 2026Q1: 4,416 shares; 2026Q2: 4,647 shares 4,647 $354K 0.18% +231 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: 260 shares; 2025Q1: 278 shares; 2025Q2: 298 shares; 2025Q3: 298 shares; 2025Q4: 311 shares; 2026Q1: 340 shares; 2026Q2: 377 shares 377 $352K 0.18% +37 Timeline SUB 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: 3,285 shares; 2025Q3: 3,285 shares; 2025Q4: 3,285 shares; 2026Q1: 3,285 shares; 2026Q2: 3,285 shares 3,285 $350K 0.18% 0 Timeline DFEM 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: 8,385 shares; 2026Q1: 8,386 shares; 2026Q2: 8,603 shares 8,603 $350K 0.18% +217 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,360 shares; 2025Q1: 5,473 shares; 2025Q2: 5,046 shares; 2025Q3: 6,357 shares; 2025Q4: 5,631 shares; 2026Q1: 5,727 shares; 2026Q2: 7,556 shares 7,556 $349K 0.18% +1,829 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,632 shares; 2025Q3: 4,986 shares; 2025Q4: 5,797 shares; 2026Q1: 6,329 shares; 2026Q2: 7,459 shares 7,459 $348K 0.18% +1,130 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,025 shares; 2025Q1: 2,071 shares; 2025Q2: 2,178 shares; 2025Q3: 2,168 shares; 2025Q4: 2,299 shares; 2026Q1: 2,419 shares; 2026Q2: 2,622 shares 2,622 $347K 0.18% +203 Timeline VDC 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: not reported; 2026Q1: not reported; 2026Q2: 1,516 shares 1,516 $342K 0.17% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,076 shares; 2025Q3: 4,378 shares; 2025Q4: 6,172 shares; 2026Q1: 6,749 shares; 2026Q2: 6,790 shares 6,790 $341K 0.17% +41 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE 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: 6,837 shares; 2026Q1: 6,952 shares; 2026Q2: 7,218 shares 7,218 $333K 0.17% +266 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,370 shares; 2025Q2: 8,597 shares; 2025Q3: 8,695 shares; 2025Q4: 6,052 shares; 2026Q1: 5,308 shares; 2026Q2: 5,271 shares 5,271 $331K 0.17% -37 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: 2,955 shares; 2025Q1: 3,290 shares; 2025Q2: 3,380 shares; 2025Q3: 3,487 shares; 2025Q4: 3,669 shares; 2026Q1: 3,887 shares; 2026Q2: 4,169 shares 4,169 $326K 0.17% +282 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: 2,524 shares; 2025Q1: 2,546 shares; 2025Q2: 1,935 shares; 2025Q3: 2,026 shares; 2025Q4: 2,269 shares; 2026Q1: 2,462 shares; 2026Q2: 2,567 shares 2,567 $325K 0.17% +105 Timeline IDEV 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: 3,437 shares; 2025Q3: 3,469 shares; 2025Q4: 3,494 shares; 2026Q1: 3,594 shares; 2026Q2: 3,634 shares 3,634 $323K 0.16% +40 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,197 shares; 2025Q3: 3,197 shares; 2025Q4: 3,197 shares; 2026Q1: 3,198 shares; 2026Q2: 3,198 shares 3,198 $317K 0.16% 0 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: 1,562 shares; 2025Q1: 1,509 shares; 2025Q2: 1,544 shares; 2025Q3: 1,464 shares; 2025Q4: 1,416 shares; 2026Q1: 1,440 shares; 2026Q2: 1,434 shares 1,434 $316K 0.16% -6 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,043 shares; 2026Q1: 2,873 shares; 2026Q2: 2,968 shares 2,968 $306K 0.16% +95 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 275 shares; 2026Q2: 269 shares 269 $305K 0.16% -6 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: not reported; 2025Q1: not reported; 2025Q2: 4,088 shares; 2025Q3: 3,916 shares; 2025Q4: 4,701 shares; 2026Q1: 4,824 shares; 2026Q2: 5,098 shares 5,098 $304K 0.15% +274 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,223 shares 4,223 $301K 0.15% new 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: 3,138 shares; 2025Q1: 3,246 shares; 2025Q2: 3,395 shares; 2025Q3: 3,455 shares; 2025Q4: 3,697 shares; 2026Q1: 3,659 shares; 2026Q2: 1,775 shares 1,775 $300K 0.15% -1,884 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 985 shares; 2025Q2: 1,027 shares; 2025Q3: 1,036 shares; 2025Q4: 1,086 shares; 2026Q1: 997 shares; 2026Q2: 1,027 shares 1,027 $298K 0.15% +30 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 969 shares; 2026Q1: 1,074 shares; 2026Q2: 1,231 shares 1,231 $293K 0.15% +157 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 692 shares 692 $291K 0.15% new Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,187 shares; 2026Q1: 9,098 shares; 2026Q2: 9,364 shares 9,364 $289K 0.15% +266 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 861 shares; 2026Q2: 1,037 shares 1,037 $281K 0.14% +176 Timeline AOA 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: 2,345 shares; 2026Q1: 2,477 shares; 2026Q2: 2,812 shares 2,812 $274K 0.14% +335 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,096 shares; 2025Q1: 7,668 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,681 shares; 2026Q1: 2,816 shares; 2026Q2: 3,124 shares 3,124 $274K 0.14% +308 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 711 shares 711 $259K 0.13% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 352 shares 352 $254K 0.13% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,200 shares; 2026Q1: 2,344 shares; 2026Q2: 2,698 shares 2,698 $249K 0.13% +354 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,787 shares; 2025Q1: 2,882 shares; 2025Q2: 2,865 shares; 2025Q3: 2,876 shares; 2025Q4: 2,408 shares; 2026Q1: 2,456 shares; 2026Q2: 2,250 shares 2,250 $242K 0.12% -206 Timeline COMP COMPASS INC More: the full row for COMPASS 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: 17,401 shares; 2026Q2: 19,401 shares 19,401 $239K 0.12% +2,000 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,590 shares; 2025Q4: 1,588 shares; 2026Q1: not reported; 2026Q2: 1,383 shares 1,383 $235K 0.12% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,351 shares 2,351 $231K 0.12% new Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,134 shares 2,134 $218K 0.11% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY 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: 2,694 shares 2,694 $216K 0.11% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 1,561 shares; 2026Q2: 1,464 shares 1,464 $214K 0.11% -97 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,529 shares 1,529 $213K 0.11% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 833 shares 833 $212K 0.11% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 889 shares 889 $206K 0.1% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,601 shares; 2025Q1: 17,058 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,481 shares 6,481 $205K 0.1% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 688 shares 688 $205K 0.1% new Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI 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: 752 shares 752 $205K 0.1% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL 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: 445 shares 445 $204K 0.1% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,105 shares 1,105 $204K 0.1% new 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: 7,977 shares 7,977 $201K 0.1% new Timeline DCH DAUCH CORP More: the full row for DAUCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,309 shares; 2025Q3: 10,309 shares; 2025Q4: 10,008 shares; 2026Q1: 10,008 shares; 2026Q2: 10,008 shares 10,008 $54.2K 0.03% 0 Timeline