DFUS 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: 3,215,281 shares; 2024Q4: 3,269,813 shares; 2025Q1: 3,399,048 shares; 2025Q2: 3,425,092 shares; 2025Q3: 3,566,773 shares; 2025Q4: 3,874,407 shares; 2026Q1: 3,866,695 shares; 2026Q2: 4,250,622 shares 4,250,622 $301M 12.26% +383,927 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: 718,840 shares; 2024Q4: 1,394,635 shares; 2025Q1: 1,870,283 shares; 2025Q2: 2,644,754 shares; 2025Q3: 3,407,495 shares; 2025Q4: 4,035,401 shares; 2026Q1: 3,998,696 shares; 2026Q2: 4,491,470 shares 4,491,470 $205M 8.33% +492,774 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300,898 shares; 2024Q4: 344,855 shares; 2025Q1: 362,242 shares; 2025Q2: 369,827 shares; 2025Q3: 401,956 shares; 2025Q4: 443,394 shares; 2026Q1: 441,361 shares; 2026Q2: 481,421 shares 481,421 $114M 4.65% +40,060 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: 395,226 shares; 2024Q4: 465,488 shares; 2025Q1: 494,576 shares; 2025Q2: 454,704 shares; 2025Q3: 440,423 shares; 2025Q4: 463,270 shares; 2026Q1: 460,653 shares; 2026Q2: 465,970 shares 465,970 $89.4M 3.63% +5,317 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: 1,979,747 shares; 2024Q4: 1,956,335 shares; 2025Q1: 1,940,397 shares; 2025Q2: 2,121,805 shares; 2025Q3: 2,074,151 shares; 2025Q4: 2,054,917 shares; 2026Q1: 2,042,632 shares; 2026Q2: 2,149,185 shares 2,149,185 $83.5M 3.4% +106,553 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: 635,374 shares; 2024Q4: 621,042 shares; 2025Q1: 626,309 shares; 2025Q2: 627,190 shares; 2025Q3: 607,434 shares; 2025Q4: 607,500 shares; 2026Q1: 607,500 shares; 2026Q2: 782,210 shares 782,210 $52.8M 2.15% +174,710 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: 362,965 shares; 2024Q4: 439,688 shares; 2025Q1: 503,075 shares; 2025Q2: 651,838 shares; 2025Q3: 810,142 shares; 2025Q4: 897,869 shares; 2026Q1: 896,241 shares; 2026Q2: 943,741 shares 943,741 $49.8M 2.03% +47,500 Timeline DFAT 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: 895,323 shares; 2024Q4: 878,023 shares; 2025Q1: 863,039 shares; 2025Q2: 835,698 shares; 2025Q3: 788,013 shares; 2025Q4: 757,412 shares; 2026Q1: 757,412 shares; 2026Q2: 775,382 shares 775,382 $48.4M 1.97% +17,970 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: 740,965 shares; 2024Q4: 750,634 shares; 2025Q1: 824,835 shares; 2025Q2: 868,937 shares; 2025Q3: 884,707 shares; 2025Q4: 959,742 shares; 2026Q1: 957,467 shares; 2026Q2: 1,229,643 shares 1,229,643 $47.9M 1.95% +272,176 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: 534,610 shares; 2024Q4: 539,671 shares; 2025Q1: 552,742 shares; 2025Q2: 567,923 shares; 2025Q3: 543,487 shares; 2025Q4: 548,487 shares; 2026Q1: 547,711 shares; 2026Q2: 603,275 shares 603,275 $42.9M 1.75% +55,564 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 reported; 2024Q4: not reported; 2025Q1: 19,170 shares; 2025Q2: 261,553 shares; 2025Q3: 373,046 shares; 2025Q4: 449,419 shares; 2026Q1: 446,956 shares; 2026Q2: 542,051 shares 542,051 $40.8M 1.66% +95,095 Timeline DFUV 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: 836,677 shares; 2024Q4: 861,247 shares; 2025Q1: 852,592 shares; 2025Q2: 827,304 shares; 2025Q3: 832,056 shares; 2025Q4: 813,382 shares; 2026Q1: 812,006 shares; 2026Q2: 814,035 shares 814,035 $39.4M 1.6% +2,029 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 reported; 2024Q4: 88,648 shares; 2025Q1: 156,086 shares; 2025Q2: 360,157 shares; 2025Q3: 533,149 shares; 2025Q4: 686,031 shares; 2026Q1: 682,631 shares; 2026Q2: 841,845 shares 841,845 $39.1M 1.59% +159,214 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: 22,054 shares; 2024Q4: 27,403 shares; 2025Q1: 30,687 shares; 2025Q2: 40,614 shares; 2025Q3: 40,244 shares; 2025Q4: 35,392 shares; 2026Q1: 35,300 shares; 2026Q2: 109,535 shares 109,535 $35.1M 1.43% +74,235 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 87,552 shares; 2025Q1: 88,774 shares; 2025Q2: 103,479 shares; 2025Q3: 108,343 shares; 2025Q4: 114,994 shares; 2026Q1: 108,157 shares; 2026Q2: 124,661 shares 124,661 $31.6M 1.29% +16,504 Timeline BND 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: 5,008 shares; 2024Q4: 3,685 shares; 2025Q1: 33,452 shares; 2025Q2: 30,353 shares; 2025Q3: 22,028 shares; 2025Q4: 49,789 shares; 2026Q1: 49,789 shares; 2026Q2: 403,515 shares 403,515 $29.7M 1.21% +353,726 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 98,587 shares; 2025Q1: 154,891 shares; 2025Q2: 214,045 shares; 2025Q3: 290,983 shares; 2025Q4: 326,182 shares; 2026Q1: 323,410 shares; 2026Q2: 351,683 shares 351,683 $26.6M 1.08% +28,273 Timeline DUHP 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: 958,644 shares; 2024Q4: 737,534 shares; 2025Q1: 712,489 shares; 2025Q2: 732,193 shares; 2025Q3: 688,369 shares; 2025Q4: 709,200 shares; 2026Q1: 706,915 shares; 2026Q2: 661,497 shares 661,497 $24.3M 0.99% -45,418 Timeline DFAU 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: 402,492 shares; 2024Q4: 362,648 shares; 2025Q1: 385,607 shares; 2025Q2: 460,202 shares; 2025Q3: 438,890 shares; 2025Q4: 421,672 shares; 2026Q1: 421,523 shares; 2026Q2: 530,831 shares 530,831 $24M 0.97% +109,308 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: 17,408 shares; 2024Q4: 17,157 shares; 2025Q1: 22,920 shares; 2025Q2: 29,547 shares; 2025Q3: 28,886 shares; 2025Q4: 29,612 shares; 2026Q1: 29,612 shares; 2026Q2: 35,996 shares 35,996 $23.5M 0.96% +6,384 Timeline CLOI 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 reported; 2024Q4: not reported; 2025Q1: 6,834 shares; 2025Q2: 115,680 shares; 2025Q3: 266,129 shares; 2025Q4: 362,439 shares; 2026Q1: 360,072 shares; 2026Q2: 400,699 shares 400,699 $21.1M 0.86% +40,627 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: 26,372 shares; 2024Q4: 26,658 shares; 2025Q1: 27,261 shares; 2025Q2: 26,521 shares; 2025Q3: 28,029 shares; 2025Q4: 29,302 shares; 2026Q1: 29,203 shares; 2026Q2: 31,528 shares 31,528 $20.5M 0.83% +2,325 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: 24,528 shares; 2024Q4: 46,669 shares; 2025Q1: 72,982 shares; 2025Q2: 65,794 shares; 2025Q3: 64,675 shares; 2025Q4: 129,868 shares; 2026Q1: 127,279 shares; 2026Q2: 316,001 shares 316,001 $20.2M 0.82% +188,722 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: 150,428 shares; 2024Q4: 147,744 shares; 2025Q1: 147,281 shares; 2025Q2: 134,039 shares; 2025Q3: 133,716 shares; 2025Q4: 136,716 shares; 2026Q1: 136,654 shares; 2026Q2: 136,077 shares 136,077 $19.4M 0.79% -577 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: 99,358 shares; 2024Q4: 98,615 shares; 2025Q1: 116,468 shares; 2025Q2: 149,524 shares; 2025Q3: 163,570 shares; 2025Q4: 191,398 shares; 2026Q1: 190,232 shares; 2026Q2: 186,619 shares 186,619 $19.3M 0.78% -3,613 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 reported; 2024Q4: not reported; 2025Q1: 11,979 shares; 2025Q2: 14,261 shares; 2025Q3: 11,740 shares; 2025Q4: 27,692 shares; 2026Q1: 27,692 shares; 2026Q2: 240,584 shares 240,584 $18.9M 0.77% +212,892 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: 44,980 shares; 2024Q4: 47,836 shares; 2025Q1: 59,780 shares; 2025Q2: 87,192 shares; 2025Q3: 86,421 shares; 2025Q4: 100,075 shares; 2026Q1: 95,913 shares; 2026Q2: 106,898 shares 106,898 $18.6M 0.76% +10,985 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: 36,825 shares; 2024Q4: 31,108 shares; 2025Q1: 31,637 shares; 2025Q2: 29,732 shares; 2025Q3: 28,774 shares; 2025Q4: 48,257 shares; 2026Q1: 48,209 shares; 2026Q2: 84,536 shares 84,536 $16.6M 0.67% +36,327 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: 14,010 shares; 2024Q4: 14,631 shares; 2025Q1: 14,869 shares; 2025Q2: 15,897 shares; 2025Q3: 15,303 shares; 2025Q4: 45,298 shares; 2026Q1: 45,298 shares; 2026Q2: 72,700 shares 72,700 $15.6M 0.64% +27,402 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: 26,765 shares; 2024Q4: 28,755 shares; 2025Q1: 28,145 shares; 2025Q2: 32,770 shares; 2025Q3: 34,419 shares; 2025Q4: 38,037 shares; 2026Q1: 36,469 shares; 2026Q2: 42,120 shares 42,120 $15.6M 0.63% +5,651 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: 9,281 shares; 2024Q4: 10,058 shares; 2025Q1: 14,587 shares; 2025Q2: 13,024 shares; 2025Q3: 12,394 shares; 2025Q4: 12,679 shares; 2026Q1: 11,958 shares; 2026Q2: 23,475 shares 23,475 $14M 0.57% +11,517 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: 42,591 shares; 2024Q4: 49,026 shares; 2025Q1: 44,953 shares; 2025Q2: 56,055 shares; 2025Q3: 55,243 shares; 2025Q4: 180,907 shares; 2026Q1: 180,907 shares; 2026Q2: 179,221 shares 179,221 $13.3M 0.54% -1,686 Timeline AVUS 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 reported; 2024Q4: 145,618 shares; 2025Q1: 151,357 shares; 2025Q2: 139,564 shares; 2025Q3: 124,394 shares; 2025Q4: 121,707 shares; 2026Q1: 121,625 shares; 2026Q2: 117,054 shares 117,054 $13M 0.53% -4,571 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,590 shares; 2025Q2: 31,279 shares; 2025Q3: 12,916 shares; 2025Q4: 12,345 shares; 2026Q1: 12,345 shares; 2026Q2: 256,513 shares 256,513 $12.3M 0.5% +244,168 Timeline DFSD 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: 547,674 shares; 2024Q4: 428,894 shares; 2025Q1: 393,522 shares; 2025Q2: 479,978 shares; 2025Q3: 351,132 shares; 2025Q4: 274,325 shares; 2026Q1: 274,325 shares; 2026Q2: 244,768 shares 244,768 $11.7M 0.48% -29,557 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: 109,435 shares; 2024Q4: 101,205 shares; 2025Q1: 96,132 shares; 2025Q2: 90,263 shares; 2025Q3: 82,183 shares; 2025Q4: 76,581 shares; 2026Q1: 76,581 shares; 2026Q2: 93,964 shares 93,964 $11.7M 0.48% +17,383 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,742 shares; 2024Q4: 76,460 shares; 2025Q1: 132,667 shares; 2025Q2: 123,526 shares; 2025Q3: 108,855 shares; 2025Q4: 244,883 shares; 2026Q1: 244,883 shares; 2026Q2: 222,365 shares 222,365 $11.3M 0.46% -22,518 Timeline DFLV 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: 218,800 shares; 2024Q4: 207,196 shares; 2025Q1: 221,292 shares; 2025Q2: 256,989 shares; 2025Q3: 263,096 shares; 2025Q4: 288,144 shares; 2026Q1: 288,144 shares; 2026Q2: 311,098 shares 311,098 $11.1M 0.45% +22,954 Timeline FNDE 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: 27,321 shares; 2024Q4: 81,368 shares; 2025Q1: 139,564 shares; 2025Q2: 189,899 shares; 2025Q3: 247,389 shares; 2025Q4: 271,944 shares; 2026Q1: 270,629 shares; 2026Q2: 288,916 shares 288,916 $11.1M 0.45% +18,287 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 140,829 shares 140,829 $10.8M 0.44% new Timeline DIHP 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: 750,838 shares; 2024Q4: 487,682 shares; 2025Q1: 434,161 shares; 2025Q2: 378,587 shares; 2025Q3: 345,040 shares; 2025Q4: 346,807 shares; 2026Q1: 346,807 shares; 2026Q2: 335,627 shares 335,627 $10.8M 0.44% -11,180 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: 5,307 shares; 2024Q4: 5,485 shares; 2025Q1: 8,565 shares; 2025Q2: 12,541 shares; 2025Q3: 11,657 shares; 2025Q4: 11,477 shares; 2026Q1: 11,477 shares; 2026Q2: 24,337 shares 24,337 $10.6M 0.43% +12,860 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: 10,119 shares; 2024Q4: 10,894 shares; 2025Q1: 18,901 shares; 2025Q2: 23,150 shares; 2025Q3: 23,390 shares; 2025Q4: 33,896 shares; 2026Q1: 32,395 shares; 2026Q2: 36,831 shares 36,831 $10.6M 0.43% +4,436 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 reported; 2024Q4: 12,355 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,148 shares; 2025Q4: 16,033 shares; 2026Q1: 16,033 shares; 2026Q2: 17,948 shares 17,948 $10.4M 0.42% +1,915 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 229,962 shares; 2026Q1: 229,962 shares; 2026Q2: 214,572 shares 214,572 $10.3M 0.42% -15,390 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: 117,002 shares; 2024Q4: 136,300 shares; 2025Q1: 158,062 shares; 2025Q2: 181,232 shares; 2025Q3: 205,592 shares; 2025Q4: 234,750 shares; 2026Q1: 234,750 shares; 2026Q2: 302,392 shares 302,392 $10.2M 0.42% +67,642 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 169,875 shares 169,875 $10.1M 0.41% new Timeline DFAX 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: 285,324 shares; 2024Q4: 274,235 shares; 2025Q1: 271,269 shares; 2025Q2: 266,308 shares; 2025Q3: 258,020 shares; 2025Q4: 255,194 shares; 2026Q1: 252,764 shares; 2026Q2: 290,463 shares 290,463 $9.87M 0.4% +37,699 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 44,877 shares; 2025Q1: 83,273 shares; 2025Q2: 106,797 shares; 2025Q3: 146,205 shares; 2025Q4: 187,635 shares; 2026Q1: 187,635 shares; 2026Q2: 193,373 shares 193,373 $9.69M 0.39% +5,738 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,117 shares; 2025Q1: 27,927 shares; 2025Q2: 33,710 shares; 2025Q3: 36,305 shares; 2025Q4: 39,163 shares; 2026Q1: 37,359 shares; 2026Q2: 43,306 shares 43,306 $9.02M 0.37% +5,947 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: 16,124 shares; 2024Q4: 18,938 shares; 2025Q1: 22,088 shares; 2025Q2: 31,320 shares; 2025Q3: 32,942 shares; 2025Q4: 33,668 shares; 2026Q1: 32,677 shares; 2026Q2: 36,609 shares 36,609 $8.95M 0.36% +3,932 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,973 shares; 2024Q4: 245,146 shares; 2025Q1: 278,785 shares; 2025Q2: 273,274 shares; 2025Q3: 315,147 shares; 2025Q4: 361,295 shares; 2026Q1: 361,295 shares; 2026Q2: 367,674 shares 367,674 $8.91M 0.36% +6,379 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: 18,486 shares; 2024Q4: 19,559 shares; 2025Q1: 17,339 shares; 2025Q2: 24,007 shares; 2025Q3: 24,138 shares; 2025Q4: 28,006 shares; 2026Q1: 26,914 shares; 2026Q2: 30,489 shares 30,489 $8.75M 0.36% +3,575 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 173,620 shares 173,620 $8.69M 0.35% new Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 47 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $8.62M 0.35% 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: 10,998 shares; 2024Q4: 11,454 shares; 2025Q1: 12,863 shares; 2025Q2: 20,010 shares; 2025Q3: 19,821 shares; 2025Q4: 18,311 shares; 2026Q1: 18,311 shares; 2026Q2: 19,552 shares 19,552 $8.34M 0.34% +1,241 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: 11,702 shares; 2024Q4: 15,079 shares; 2025Q1: 18,258 shares; 2025Q2: 21,038 shares; 2025Q3: 21,512 shares; 2025Q4: 74,671 shares; 2026Q1: 74,671 shares; 2026Q2: 85,699 shares 85,699 $8.32M 0.34% +11,028 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,628 shares; 2024Q4: 79,725 shares; 2025Q1: 79,045 shares; 2025Q2: 65,120 shares; 2025Q3: 61,614 shares; 2025Q4: 60,930 shares; 2026Q1: 60,930 shares; 2026Q2: 65,132 shares 65,132 $7.71M 0.31% +4,202 Timeline SCHF 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,078 shares; 2025Q3: 14,116 shares; 2025Q4: 14,206 shares; 2026Q1: 14,084 shares; 2026Q2: 311,143 shares 311,143 $7.7M 0.31% +297,059 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,137 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 74,321 shares 74,321 $7.69M 0.31% new Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32,606 shares; 2025Q1: 59,202 shares; 2025Q2: 64,778 shares; 2025Q3: 83,950 shares; 2025Q4: 113,798 shares; 2026Q1: 113,798 shares; 2026Q2: 110,577 shares 110,577 $7.67M 0.31% -3,221 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 347,657 shares; 2026Q1: 347,657 shares; 2026Q2: 370,565 shares 370,565 $7.65M 0.31% +22,908 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,286 shares; 2025Q3: 4,869 shares; 2025Q4: 67,527 shares; 2026Q1: 67,527 shares; 2026Q2: 79,719 shares 79,719 $7.57M 0.31% +12,192 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: 24,315 shares; 2024Q4: 33,886 shares; 2025Q1: 38,260 shares; 2025Q2: 27,116 shares; 2025Q3: 26,173 shares; 2025Q4: 25,896 shares; 2026Q1: 24,881 shares; 2026Q2: 138,328 shares 138,328 $7.48M 0.3% +113,447 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: 13,461 shares; 2024Q4: 16,249 shares; 2025Q1: 19,295 shares; 2025Q2: 20,729 shares; 2025Q3: 21,214 shares; 2025Q4: 23,986 shares; 2026Q1: 22,235 shares; 2026Q2: 25,214 shares 25,214 $7.42M 0.3% +2,979 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: 22,765 shares; 2024Q4: 28,478 shares; 2025Q1: 28,958 shares; 2025Q2: 31,963 shares; 2025Q3: 32,947 shares; 2025Q4: 35,171 shares; 2026Q1: 35,081 shares; 2026Q2: 34,897 shares 34,897 $7.37M 0.3% -184 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 287,299 shares 287,299 $7.21M 0.29% new 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: 44,213 shares; 2024Q4: 46,639 shares; 2025Q1: 50,129 shares; 2025Q2: 54,457 shares; 2025Q3: 46,402 shares; 2025Q4: 51,815 shares; 2026Q1: 51,815 shares; 2026Q2: 64,652 shares 64,652 $7.05M 0.29% +12,837 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: 4,587 shares; 2024Q4: 5,094 shares; 2025Q1: 16,433 shares; 2025Q2: 15,832 shares; 2025Q3: 14,189 shares; 2025Q4: 50,763 shares; 2026Q1: 50,763 shares; 2026Q2: 66,605 shares 66,605 $6.61M 0.27% +15,842 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: 794,529 shares; 2024Q4: 767,947 shares; 2025Q1: 695,210 shares; 2025Q2: 367,532 shares; 2025Q3: 252,357 shares; 2025Q4: 194,532 shares; 2026Q1: 194,532 shares; 2026Q2: 152,212 shares 152,212 $6.43M 0.26% -42,320 Timeline AVDE 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 reported; 2024Q4: 92,796 shares; 2025Q1: 88,105 shares; 2025Q2: 84,222 shares; 2025Q3: 78,897 shares; 2025Q4: 77,627 shares; 2026Q1: 77,627 shares; 2026Q2: 75,724 shares 75,724 $6.42M 0.26% -1,903 Timeline DFEV 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 reported; 2024Q4: 44,595 shares; 2025Q1: 53,803 shares; 2025Q2: 69,332 shares; 2025Q3: 99,239 shares; 2025Q4: 122,072 shares; 2026Q1: 122,072 shares; 2026Q2: 176,662 shares 176,662 $6.32M 0.26% +54,590 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,163 shares; 2024Q4: 202,849 shares; 2025Q1: 232,536 shares; 2025Q2: 223,860 shares; 2025Q3: 248,625 shares; 2025Q4: 258,005 shares; 2026Q1: 258,005 shares; 2026Q2: 260,060 shares 260,060 $6.3M 0.26% +2,055 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 reported; 2024Q4: 60,789 shares; 2025Q1: 108,768 shares; 2025Q2: 169,427 shares; 2025Q3: 160,235 shares; 2025Q4: 146,234 shares; 2026Q1: 146,234 shares; 2026Q2: 134,724 shares 134,724 $6.22M 0.25% -11,510 Timeline AVEM 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 reported; 2024Q4: 17,801 shares; 2025Q1: 17,304 shares; 2025Q2: 17,223 shares; 2025Q3: 16,228 shares; 2025Q4: 16,393 shares; 2026Q1: 16,393 shares; 2026Q2: 76,814 shares 76,814 $6.19M 0.25% +60,421 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: 19,444 shares; 2024Q4: 21,072 shares; 2025Q1: 24,682 shares; 2025Q2: 24,920 shares; 2025Q3: 25,803 shares; 2025Q4: 30,537 shares; 2026Q1: 30,301 shares; 2026Q2: 36,460 shares 36,460 $6.19M 0.25% +6,159 Timeline AVMU 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,682 shares; 2025Q3: 107,004 shares; 2025Q4: 111,888 shares; 2026Q1: 111,888 shares; 2026Q2: 134,888 shares 134,888 $6.18M 0.25% +23,000 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,685 shares; 2024Q4: 22,174 shares; 2025Q1: 21,701 shares; 2025Q2: 22,260 shares; 2025Q3: 21,210 shares; 2025Q4: 25,046 shares; 2026Q1: 25,046 shares; 2026Q2: 25,000 shares 25,000 $6M 0.24% -46 Timeline FFSM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 53,747 shares; 2025Q1: 101,605 shares; 2025Q2: 116,808 shares; 2025Q3: 157,161 shares; 2025Q4: 192,881 shares; 2026Q1: 192,881 shares; 2026Q2: 182,979 shares 182,979 $5.85M 0.24% -9,902 Timeline DISV 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: 42,622 shares; 2024Q4: 109,697 shares; 2025Q1: 113,467 shares; 2025Q2: 124,406 shares; 2025Q3: 127,114 shares; 2025Q4: 146,601 shares; 2026Q1: 145,809 shares; 2026Q2: 147,795 shares 147,795 $5.83M 0.24% +1,986 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: 10,967 shares; 2024Q4: 32,901 shares; 2025Q1: 33,043 shares; 2025Q2: 33,043 shares; 2025Q3: 32,914 shares; 2025Q4: 64,958 shares; 2026Q1: 64,870 shares; 2026Q2: 175,568 shares 175,568 $5.35M 0.22% +110,698 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: 22,266 shares; 2024Q4: 23,702 shares; 2025Q1: 23,839 shares; 2025Q2: 16,943 shares; 2025Q3: 16,073 shares; 2025Q4: 16,092 shares; 2026Q1: 15,975 shares; 2026Q2: 16,849 shares 16,849 $5.24M 0.21% +874 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: 28,322 shares; 2024Q4: 68,006 shares; 2025Q1: 101,720 shares; 2025Q2: 106,498 shares; 2025Q3: 130,606 shares; 2025Q4: 161,956 shares; 2026Q1: 161,956 shares; 2026Q2: 138,878 shares 138,878 $5.17M 0.21% -23,078 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,805 shares; 2024Q4: 9,556 shares; 2025Q1: 10,011 shares; 2025Q2: 10,671 shares; 2025Q3: 10,220 shares; 2025Q4: 10,148 shares; 2026Q1: 10,148 shares; 2026Q2: 13,630 shares 13,630 $5.05M 0.21% +3,482 Timeline FNDF 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,718 shares; 2026Q1: 102,718 shares; 2026Q2: 102,873 shares 102,873 $5.03M 0.2% +155 Timeline AVUV 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 reported; 2024Q4: 87,026 shares; 2025Q1: 101,530 shares; 2025Q2: 104,621 shares; 2025Q3: 81,632 shares; 2025Q4: 53,143 shares; 2026Q1: 52,737 shares; 2026Q2: 43,666 shares 43,666 $4.82M 0.2% -9,071 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: 4,193 shares; 2024Q4: 4,712 shares; 2025Q1: 5,006 shares; 2025Q2: 5,232 shares; 2025Q3: 5,729 shares; 2025Q4: 8,019 shares; 2026Q1: 7,393 shares; 2026Q2: 8,285 shares 8,285 $4.74M 0.19% +892 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,161 shares; 2024Q4: 133,240 shares; 2025Q1: 157,017 shares; 2025Q2: 159,550 shares; 2025Q3: 225,245 shares; 2025Q4: 103,512 shares; 2026Q1: 101,204 shares; 2026Q2: 100,846 shares 100,846 $4.69M 0.19% -358 Timeline DFIC 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: 19,357 shares; 2024Q4: 33,077 shares; 2025Q1: 24,673 shares; 2025Q2: 63,069 shares; 2025Q3: 62,101 shares; 2025Q4: 62,311 shares; 2026Q1: 62,311 shares; 2026Q2: 129,351 shares 129,351 $4.6M 0.19% +67,040 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: 3,549 shares; 2024Q4: 3,238 shares; 2025Q1: 16,196 shares; 2025Q2: 16,012 shares; 2025Q3: 14,055 shares; 2025Q4: 14,971 shares; 2026Q1: 14,971 shares; 2026Q2: 15,315 shares 15,315 $4.58M 0.19% +344 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 reported; 2024Q4: not reported; 2025Q1: 7,579 shares; 2025Q2: 7,579 shares; 2025Q3: 6,600 shares; 2025Q4: 140,209 shares; 2026Q1: 140,209 shares; 2026Q2: 143,009 shares 143,009 $4.4M 0.18% +2,800 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,986 shares; 2025Q1: 12,227 shares; 2025Q2: 12,223 shares; 2025Q3: 12,376 shares; 2025Q4: 13,030 shares; 2026Q1: 8,996 shares; 2026Q2: 8,895 shares 8,895 $4.26M 0.17% -101 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: 17,163 shares; 2024Q4: 18,450 shares; 2025Q1: 15,215 shares; 2025Q2: 21,116 shares; 2025Q3: 30,913 shares; 2025Q4: 35,752 shares; 2026Q1: 35,752 shares; 2026Q2: 39,878 shares 39,878 $4.23M 0.17% +4,126 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,915 shares; 2025Q2: 18,115 shares; 2025Q3: 14,284 shares; 2025Q4: 13,199 shares; 2026Q1: 13,199 shares; 2026Q2: 54,325 shares 54,325 $4.19M 0.17% +41,126 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: 26,005 shares; 2024Q4: 25,358 shares; 2025Q1: 25,747 shares; 2025Q2: 27,712 shares; 2025Q3: 31,127 shares; 2025Q4: 26,907 shares; 2026Q1: 26,787 shares; 2026Q2: 45,907 shares 45,907 $4.16M 0.17% +19,120 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: 4,038 shares; 2024Q4: 6,490 shares; 2025Q1: 9,394 shares; 2025Q2: 19,281 shares; 2025Q3: 19,790 shares; 2025Q4: 23,447 shares; 2026Q1: 23,447 shares; 2026Q2: 21,412 shares 21,412 $4.11M 0.17% -2,035 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 reported; 2024Q4: 6,568 shares; 2025Q1: 6,676 shares; 2025Q2: 12,487 shares; 2025Q3: 12,751 shares; 2025Q4: 12,642 shares; 2026Q1: 12,585 shares; 2026Q2: 12,845 shares 12,845 $4.09M 0.17% +260 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,103 shares; 2026Q1: 29,103 shares; 2026Q2: 28,410 shares 28,410 $4.04M 0.16% -693 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 43,497 shares; 2025Q1: 53,255 shares; 2025Q2: 65,932 shares; 2025Q3: 85,295 shares; 2025Q4: 105,951 shares; 2026Q1: 105,951 shares; 2026Q2: 108,718 shares 108,718 $3.94M 0.16% +2,767 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,388 shares; 2024Q4: 107,866 shares; 2025Q1: 128,917 shares; 2025Q2: 125,371 shares; 2025Q3: 145,363 shares; 2025Q4: 150,058 shares; 2026Q1: 150,058 shares; 2026Q2: 154,727 shares 154,727 $3.92M 0.16% +4,669 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98,363 shares; 2025Q2: 97,488 shares; 2025Q3: 94,961 shares; 2025Q4: 116,786 shares; 2026Q1: 116,786 shares; 2026Q2: 75,792 shares 75,792 $3.84M 0.16% -40,994 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: 5,270 shares; 2024Q4: 5,588 shares; 2025Q1: 7,953 shares; 2025Q2: 8,725 shares; 2025Q3: 9,477 shares; 2025Q4: 10,700 shares; 2026Q1: 9,320 shares; 2026Q2: 12,365 shares 12,365 $3.83M 0.16% +3,045 Timeline PHYL 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 reported; 2024Q4: 25,754 shares; 2025Q1: 47,238 shares; 2025Q2: 62,805 shares; 2025Q3: 89,832 shares; 2025Q4: 104,016 shares; 2026Q1: 104,016 shares; 2026Q2: 110,347 shares 110,347 $3.82M 0.16% +6,331 Timeline DFGP 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: 7,835 shares; 2024Q4: 23,152 shares; 2025Q1: 39,682 shares; 2025Q2: 40,467 shares; 2025Q3: 40,656 shares; 2025Q4: 55,008 shares; 2026Q1: 55,008 shares; 2026Q2: 70,505 shares 70,505 $3.81M 0.15% +15,497 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,664 shares; 2025Q3: 26,611 shares; 2025Q4: 25,759 shares; 2026Q1: 25,759 shares; 2026Q2: 129,986 shares 129,986 $3.79M 0.15% +104,227 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: 8,567 shares; 2024Q4: 26,399 shares; 2025Q1: 42,990 shares; 2025Q2: 51,162 shares; 2025Q3: 58,408 shares; 2025Q4: 65,886 shares; 2026Q1: 65,886 shares; 2026Q2: 65,547 shares 65,547 $3.72M 0.15% -339 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,300 shares; 2025Q1: 10,064 shares; 2025Q2: 10,459 shares; 2025Q3: 10,558 shares; 2025Q4: 10,678 shares; 2026Q1: 10,599 shares; 2026Q2: 10,827 shares 10,827 $3.7M 0.15% +228 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: 8,098 shares; 2024Q4: 8,343 shares; 2025Q1: 18,654 shares; 2025Q2: 15,962 shares; 2025Q3: 12,810 shares; 2025Q4: 11,885 shares; 2026Q1: 11,885 shares; 2026Q2: 13,891 shares 13,891 $3.64M 0.15% +2,006 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,893 shares; 2025Q3: 43,757 shares; 2025Q4: 56,172 shares; 2026Q1: 56,172 shares; 2026Q2: 61,864 shares 61,864 $3.6M 0.15% +5,692 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: 6,383 shares; 2024Q4: 7,406 shares; 2025Q1: 8,399 shares; 2025Q2: 16,626 shares; 2025Q3: 29,338 shares; 2025Q4: 27,838 shares; 2026Q1: 27,728 shares; 2026Q2: 29,762 shares 29,762 $3.58M 0.15% +2,034 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: 14,077 shares; 2024Q4: 13,680 shares; 2025Q1: 14,049 shares; 2025Q2: 12,866 shares; 2025Q3: 12,883 shares; 2025Q4: 25,598 shares; 2026Q1: 25,548 shares; 2026Q2: 26,064 shares 26,064 $3.46M 0.14% +516 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: 2,992 shares; 2024Q4: 12,457 shares; 2025Q1: 61,663 shares; 2025Q2: 70,305 shares; 2025Q3: 73,108 shares; 2025Q4: 72,789 shares; 2026Q1: 72,789 shares; 2026Q2: 133,285 shares 133,285 $3.42M 0.14% +60,496 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: 1,637 shares; 2024Q4: 2,568 shares; 2025Q1: 2,844 shares; 2025Q2: 2,694 shares; 2025Q3: 1,935 shares; 2025Q4: 1,912 shares; 2026Q1: 1,856 shares; 2026Q2: 15,313 shares 15,313 $3.33M 0.14% +13,457 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: 1,892 shares; 2024Q4: 2,282 shares; 2025Q1: 2,388 shares; 2025Q2: 2,748 shares; 2025Q3: 2,894 shares; 2025Q4: 29,140 shares; 2026Q1: 29,140 shares; 2026Q2: 34,523 shares 34,523 $3.32M 0.13% +5,383 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,224 shares 19,224 $3.11M 0.13% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,478 shares; 2024Q4: 2,206 shares; 2025Q1: 2,562 shares; 2025Q2: 2,617 shares; 2025Q3: 2,689 shares; 2025Q4: 3,520 shares; 2026Q1: 3,268 shares; 2026Q2: 4,364 shares 4,364 $3.09M 0.13% +1,096 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: 1,304 shares; 2024Q4: 1,325 shares; 2025Q1: 1,412 shares; 2025Q2: 1,500 shares; 2025Q3: 1,623 shares; 2025Q4: 2,020 shares; 2026Q1: 1,712 shares; 2026Q2: 3,083 shares 3,083 $3.07M 0.12% +1,371 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,981 shares; 2025Q3: 7,532 shares; 2025Q4: 11,175 shares; 2026Q1: 11,175 shares; 2026Q2: 14,490 shares 14,490 $3.01M 0.12% +3,315 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,228 shares; 2024Q4: 6,194 shares; 2025Q1: 7,384 shares; 2025Q2: 7,496 shares; 2025Q3: 8,512 shares; 2025Q4: 8,301 shares; 2026Q1: 8,301 shares; 2026Q2: 10,622 shares 10,622 $3.01M 0.12% +2,321 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: 1,001 shares; 2024Q4: 1,016 shares; 2025Q1: 1,332 shares; 2025Q2: 1,353 shares; 2025Q3: 1,467 shares; 2025Q4: 1,436 shares; 2026Q1: 1,419 shares; 2026Q2: 3,529 shares 3,529 $2.99M 0.12% +2,110 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: 5,502 shares; 2024Q4: 5,243 shares; 2025Q1: 9,108 shares; 2025Q2: 9,940 shares; 2025Q3: 10,774 shares; 2025Q4: 12,146 shares; 2026Q1: 12,031 shares; 2026Q2: 14,190 shares 14,190 $2.94M 0.12% +2,159 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 reported; 2024Q4: not reported; 2025Q1: 10,128 shares; 2025Q2: 10,098 shares; 2025Q3: 10,098 shares; 2025Q4: 104,223 shares; 2026Q1: 104,223 shares; 2026Q2: 104,729 shares 104,729 $2.92M 0.12% +506 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,297 shares; 2024Q4: 32,182 shares; 2025Q1: 30,944 shares; 2025Q2: 30,392 shares; 2025Q3: 27,730 shares; 2025Q4: 27,669 shares; 2026Q1: 27,669 shares; 2026Q2: 30,362 shares 30,362 $2.82M 0.11% +2,693 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,722 shares; 2024Q4: 18,893 shares; 2025Q1: 19,499 shares; 2025Q2: 8,626 shares; 2025Q3: 6,567 shares; 2025Q4: 16,860 shares; 2026Q1: 16,860 shares; 2026Q2: 55,808 shares 55,808 $2.78M 0.11% +38,948 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 78,625 shares 78,625 $2.72M 0.11% new 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: 15,324 shares; 2024Q4: 15,530 shares; 2025Q1: 17,039 shares; 2025Q2: 16,073 shares; 2025Q3: 15,783 shares; 2025Q4: 16,004 shares; 2026Q1: 16,004 shares; 2026Q2: 34,412 shares 34,412 $2.7M 0.11% +18,408 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: 1,959 shares; 2024Q4: 2,239 shares; 2025Q1: 4,788 shares; 2025Q2: 5,240 shares; 2025Q3: 5,382 shares; 2025Q4: 8,870 shares; 2026Q1: 8,834 shares; 2026Q2: 8,141 shares 8,141 $2.68M 0.11% -693 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: 8,048 shares; 2024Q4: 8,423 shares; 2025Q1: 19,835 shares; 2025Q2: 19,130 shares; 2025Q3: 19,130 shares; 2025Q4: 20,189 shares; 2026Q1: 20,189 shares; 2026Q2: 20,245 shares 20,245 $2.67M 0.11% +56 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: 15,774 shares; 2024Q4: 15,797 shares; 2025Q1: 18,701 shares; 2025Q2: 18,282 shares; 2025Q3: 17,738 shares; 2025Q4: 17,538 shares; 2026Q1: 17,538 shares; 2026Q2: 17,381 shares 17,381 $2.63M 0.11% -157 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: 9,336 shares; 2024Q4: 9,135 shares; 2025Q1: 9,714 shares; 2025Q2: 10,416 shares; 2025Q3: 11,343 shares; 2025Q4: 16,886 shares; 2026Q1: 14,601 shares; 2026Q2: 20,275 shares 20,275 $2.52M 0.1% +5,674 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: 5,784 shares; 2024Q4: 6,594 shares; 2025Q1: 7,070 shares; 2025Q2: 7,554 shares; 2025Q3: 9,080 shares; 2025Q4: 9,808 shares; 2026Q1: 9,275 shares; 2026Q2: 11,579 shares 11,579 $2.52M 0.1% +2,304 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: 2,569 shares; 2024Q4: 2,969 shares; 2025Q1: 3,422 shares; 2025Q2: 4,795 shares; 2025Q3: 5,079 shares; 2025Q4: 5,260 shares; 2026Q1: 5,050 shares; 2026Q2: 6,762 shares 6,762 $2.51M 0.1% +1,712 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,968 shares; 2024Q4: 4,728 shares; 2025Q1: 16,782 shares; 2025Q2: 19,262 shares; 2025Q3: 19,380 shares; 2025Q4: 21,600 shares; 2026Q1: 21,127 shares; 2026Q2: 26,397 shares 26,397 $2.45M 0.1% +5,270 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,172 shares; 2024Q4: 29,938 shares; 2025Q1: 30,082 shares; 2025Q2: 29,972 shares; 2025Q3: 29,977 shares; 2025Q4: 28,434 shares; 2026Q1: 28,434 shares; 2026Q2: 28,372 shares 28,372 $2.41M 0.1% -62 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,560 shares; 2026Q1: 16,560 shares; 2026Q2: 16,558 shares 16,558 $2.4M 0.1% -2 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: 1,077 shares; 2024Q4: 1,864 shares; 2025Q1: 4,127 shares; 2025Q2: 4,508 shares; 2025Q3: 4,783 shares; 2025Q4: 4,518 shares; 2026Q1: 4,141 shares; 2026Q2: 4,794 shares 4,794 $2.4M 0.1% +653 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: 10,620 shares; 2024Q4: 10,618 shares; 2025Q1: 10,618 shares; 2025Q2: 10,800 shares; 2025Q3: 10,425 shares; 2025Q4: 8,974 shares; 2026Q1: 8,974 shares; 2026Q2: 27,356 shares 27,356 $2.37M 0.1% +18,382 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: 7,740 shares; 2024Q4: 7,912 shares; 2025Q1: 9,169 shares; 2025Q2: 9,447 shares; 2025Q3: 9,522 shares; 2025Q4: 9,571 shares; 2026Q1: 9,571 shares; 2026Q2: 10,695 shares 10,695 $2.29M 0.09% +1,124 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: 5,923 shares; 2024Q4: 5,961 shares; 2025Q1: 6,898 shares; 2025Q2: 6,361 shares; 2025Q3: 6,399 shares; 2025Q4: 6,317 shares; 2026Q1: 6,317 shares; 2026Q2: 7,927 shares 7,927 $2.28M 0.09% +1,610 Timeline DCOR 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: 11,518 shares; 2024Q4: 12,126 shares; 2025Q1: 18,418 shares; 2025Q2: 34,445 shares; 2025Q3: 36,984 shares; 2025Q4: 34,064 shares; 2026Q1: 34,064 shares; 2026Q2: 30,561 shares 30,561 $2.2M 0.09% -3,503 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,676 shares; 2025Q3: 6,395 shares; 2025Q4: 6,279 shares; 2026Q1: 6,221 shares; 2026Q2: 31,527 shares 31,527 $2.2M 0.09% +25,306 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,429 shares; 2024Q4: 9,486 shares; 2025Q1: 12,747 shares; 2025Q2: 13,512 shares; 2025Q3: 13,817 shares; 2025Q4: 16,012 shares; 2026Q1: 16,012 shares; 2026Q2: 16,547 shares 16,547 $2.17M 0.09% +535 Timeline DFNM 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: 111,168 shares; 2024Q4: 101,865 shares; 2025Q1: 77,558 shares; 2025Q2: 41,463 shares; 2025Q3: 36,669 shares; 2025Q4: 41,199 shares; 2026Q1: 41,199 shares; 2026Q2: 45,084 shares 45,084 $2.16M 0.09% +3,885 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,390 shares; 2025Q3: 14,645 shares; 2025Q4: 30,999 shares; 2026Q1: 30,999 shares; 2026Q2: 47,630 shares 47,630 $2.16M 0.09% +16,631 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: 5,148 shares; 2024Q4: 5,148 shares; 2025Q1: 6,149 shares; 2025Q2: 3,565 shares; 2025Q3: 3,569 shares; 2025Q4: 2,986 shares; 2026Q1: 2,932 shares; 2026Q2: 11,371 shares 11,371 $2.16M 0.09% +8,439 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 881 shares; 2024Q4: 881 shares; 2025Q1: 3,591 shares; 2025Q2: 4,347 shares; 2025Q3: 4,497 shares; 2025Q4: 7,083 shares; 2026Q1: 7,083 shares; 2026Q2: 6,681 shares 6,681 $2.12M 0.09% -402 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,832 shares; 2025Q4: 89,348 shares; 2026Q1: 89,348 shares; 2026Q2: 90,845 shares 90,845 $2.11M 0.09% +1,497 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: 4,687 shares; 2024Q4: 4,551 shares; 2025Q1: 5,533 shares; 2025Q2: 5,755 shares; 2025Q3: 6,213 shares; 2025Q4: 7,057 shares; 2026Q1: 6,848 shares; 2026Q2: 8,550 shares 8,550 $2.07M 0.08% +1,702 Timeline VNQ 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: 21,670 shares; 2024Q4: 21,638 shares; 2025Q1: 27,389 shares; 2025Q2: 28,201 shares; 2025Q3: 23,708 shares; 2025Q4: 18,525 shares; 2026Q1: 18,525 shares; 2026Q2: 23,299 shares 23,299 $2.07M 0.08% +4,774 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,186 shares; 2024Q4: 1,186 shares; 2025Q1: 3,204 shares; 2025Q2: 3,497 shares; 2025Q3: 3,608 shares; 2025Q4: 3,575 shares; 2026Q1: 3,575 shares; 2026Q2: 4,651 shares 4,651 $2M 0.08% +1,076 Timeline DFAR 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: 112,908 shares; 2024Q4: 103,653 shares; 2025Q1: 94,470 shares; 2025Q2: 37,163 shares; 2025Q3: 27,909 shares; 2025Q4: 25,014 shares; 2026Q1: 25,014 shares; 2026Q2: 82,585 shares 82,585 $1.95M 0.08% +57,571 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: 5,971 shares; 2024Q4: 5,856 shares; 2025Q1: 8,858 shares; 2025Q2: 9,136 shares; 2025Q3: 9,598 shares; 2025Q4: 9,994 shares; 2026Q1: 9,692 shares; 2026Q2: 11,794 shares 11,794 $1.95M 0.08% +2,102 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: 12,840 shares; 2024Q4: 9,722 shares; 2025Q1: 9,219 shares; 2025Q2: 8,385 shares; 2025Q3: not reported; 2025Q4: 32,430 shares; 2026Q1: 32,430 shares; 2026Q2: 74,684 shares 74,684 $1.91M 0.08% +42,254 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: 1,069 shares; 2024Q4: 1,069 shares; 2025Q1: 881 shares; 2025Q2: 6,017 shares; 2025Q3: 5,852 shares; 2025Q4: 5,844 shares; 2026Q1: 5,652 shares; 2026Q2: 6,327 shares 6,327 $1.91M 0.08% +675 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: 2,072 shares; 2024Q4: 2,264 shares; 2025Q1: 2,498 shares; 2025Q2: 5,752 shares; 2025Q3: 5,911 shares; 2025Q4: 6,670 shares; 2026Q1: 5,812 shares; 2026Q2: 6,323 shares 6,323 $1.91M 0.08% +511 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,561 shares; 2024Q4: 61,994 shares; 2025Q1: 56,727 shares; 2025Q2: 51,711 shares; 2025Q3: 44,213 shares; 2025Q4: 39,924 shares; 2026Q1: 39,764 shares; 2026Q2: 40,553 shares 40,553 $1.87M 0.08% +789 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 reported; 2024Q4: not reported; 2025Q1: 21,168 shares; 2025Q2: 21,604 shares; 2025Q3: 21,461 shares; 2025Q4: 22,488 shares; 2026Q1: 22,488 shares; 2026Q2: 21,246 shares 21,246 $1.87M 0.08% -1,242 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 reported; 2024Q4: not reported; 2025Q1: 34,369 shares; 2025Q2: 34,537 shares; 2025Q3: 18,707 shares; 2025Q4: 15,876 shares; 2026Q1: 15,876 shares; 2026Q2: 24,423 shares 24,423 $1.83M 0.07% +8,547 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,279 shares; 2024Q4: 22,764 shares; 2025Q1: 23,560 shares; 2025Q2: 19,341 shares; 2025Q3: 18,726 shares; 2025Q4: 20,039 shares; 2026Q1: 20,039 shares; 2026Q2: 21,505 shares 21,505 $1.83M 0.07% +1,466 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: 5,354 shares; 2024Q4: 4,610 shares; 2025Q1: 10,793 shares; 2025Q2: 11,395 shares; 2025Q3: 11,355 shares; 2025Q4: 12,126 shares; 2026Q1: 11,901 shares; 2026Q2: 11,570 shares 11,570 $1.8M 0.07% -331 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: 5,785 shares; 2024Q4: 5,791 shares; 2025Q1: 7,431 shares; 2025Q2: 18,003 shares; 2025Q3: 17,059 shares; 2025Q4: 11,759 shares; 2026Q1: 11,759 shares; 2026Q2: 15,805 shares 15,805 $1.79M 0.07% +4,046 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,808 shares; 2025Q2: 13,871 shares; 2025Q3: 13,850 shares; 2025Q4: 13,074 shares; 2026Q1: 12,938 shares; 2026Q2: 13,134 shares 13,134 $1.79M 0.07% +196 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,031 shares; 2024Q4: 1,483 shares; 2025Q1: 1,654 shares; 2025Q2: 1,697 shares; 2025Q3: 1,799 shares; 2025Q4: 1,768 shares; 2026Q1: 1,768 shares; 2026Q2: 1,970 shares 1,970 $1.76M 0.07% +202 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,766 shares; 2024Q4: 28,196 shares; 2025Q1: 26,063 shares; 2025Q2: 24,945 shares; 2025Q3: 24,394 shares; 2025Q4: 15,452 shares; 2026Q1: 15,452 shares; 2026Q2: 15,460 shares 15,460 $1.76M 0.07% +8 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: 3,428 shares; 2024Q4: 3,987 shares; 2025Q1: 4,097 shares; 2025Q2: 4,201 shares; 2025Q3: 4,523 shares; 2025Q4: 5,706 shares; 2026Q1: 5,598 shares; 2026Q2: 11,936 shares 11,936 $1.76M 0.07% +6,338 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: 4,974 shares; 2024Q4: 4,988 shares; 2025Q1: 5,593 shares; 2025Q2: 7,106 shares; 2025Q3: 7,185 shares; 2025Q4: 7,329 shares; 2026Q1: 7,250 shares; 2026Q2: 12,123 shares 12,123 $1.75M 0.07% +4,873 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: 3,660 shares; 2024Q4: 3,660 shares; 2025Q1: 4,844 shares; 2025Q2: 7,218 shares; 2025Q3: 9,977 shares; 2025Q4: 10,579 shares; 2026Q1: 10,579 shares; 2026Q2: 16,276 shares 16,276 $1.73M 0.07% +5,697 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: 16,978 shares; 2024Q4: 16,058 shares; 2025Q1: 15,822 shares; 2025Q2: 15,853 shares; 2025Q3: 15,251 shares; 2025Q4: 28,547 shares; 2026Q1: 28,547 shares; 2026Q2: 27,596 shares 27,596 $1.69M 0.07% -951 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,202 shares; 2024Q4: 47,540 shares; 2025Q1: 41,792 shares; 2025Q2: 37,327 shares; 2025Q3: 32,919 shares; 2025Q4: 32,178 shares; 2026Q1: 32,178 shares; 2026Q2: 55,381 shares 55,381 $1.68M 0.07% +23,203 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: 21,743 shares; 2024Q4: 18,406 shares; 2025Q1: 18,433 shares; 2025Q2: 19,988 shares; 2025Q3: 19,285 shares; 2025Q4: 20,439 shares; 2026Q1: 19,930 shares; 2026Q2: 33,384 shares 33,384 $1.65M 0.07% +13,454 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: 7,193 shares; 2024Q4: 6,630 shares; 2025Q1: 4,437 shares; 2025Q2: 4,335 shares; 2025Q3: 4,229 shares; 2025Q4: 6,666 shares; 2026Q1: 6,666 shares; 2026Q2: 6,490 shares 6,490 $1.63M 0.07% -176 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,278 shares; 2024Q4: 3,238 shares; 2025Q1: 3,484 shares; 2025Q2: 10,563 shares; 2025Q3: 3,663 shares; 2025Q4: 13,047 shares; 2026Q1: 13,047 shares; 2026Q2: 12,954 shares 12,954 $1.62M 0.07% -93 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: 11,140 shares; 2024Q4: 11,644 shares; 2025Q1: 13,863 shares; 2025Q2: 17,357 shares; 2025Q3: 18,463 shares; 2025Q4: 15,901 shares; 2026Q1: 15,901 shares; 2026Q2: 16,069 shares 16,069 $1.59M 0.06% +168 Timeline VPU 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: 6,034 shares; 2024Q4: 6,088 shares; 2025Q1: 6,447 shares; 2025Q2: 6,336 shares; 2025Q3: 6,363 shares; 2025Q4: 6,198 shares; 2026Q1: 6,198 shares; 2026Q2: 8,013 shares 8,013 $1.59M 0.06% +1,815 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,522 shares; 2024Q4: 3,637 shares; 2025Q1: 11,932 shares; 2025Q2: 12,696 shares; 2025Q3: 13,206 shares; 2025Q4: 13,678 shares; 2026Q1: 13,678 shares; 2026Q2: 12,961 shares 12,961 $1.57M 0.06% -717 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,209 shares; 2026Q1: 2,209 shares; 2026Q2: 15,920 shares 15,920 $1.56M 0.06% +13,711 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: 27,380 shares; 2024Q4: 26,568 shares; 2025Q1: 22,413 shares; 2025Q2: 23,379 shares; 2025Q3: 23,991 shares; 2025Q4: 18,250 shares; 2026Q1: 18,107 shares; 2026Q2: 31,043 shares 31,043 $1.56M 0.06% +12,936 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 reported; 2024Q4: 629 shares; 2025Q1: 772 shares; 2025Q2: 2,456 shares; 2025Q3: 2,542 shares; 2025Q4: 2,525 shares; 2026Q1: 2,525 shares; 2026Q2: 3,316 shares 3,316 $1.53M 0.06% +791 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,641 shares; 2026Q1: 31,641 shares; 2026Q2: 31,939 shares 31,939 $1.5M 0.06% +298 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,134 shares; 2024Q4: 4,273 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,477 shares; 2026Q1: 21,477 shares; 2026Q2: 28,175 shares 28,175 $1.5M 0.06% +6,698 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: 9,871 shares; 2024Q4: 10,126 shares; 2025Q1: 11,971 shares; 2025Q2: 10,416 shares; 2025Q3: 10,396 shares; 2025Q4: 10,734 shares; 2026Q1: 10,734 shares; 2026Q2: 10,615 shares 10,615 $1.47M 0.06% -119 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,719 shares; 2025Q2: 7,748 shares; 2025Q3: 7,764 shares; 2025Q4: 7,559 shares; 2026Q1: 7,559 shares; 2026Q2: 7,417 shares 7,417 $1.47M 0.06% -142 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: 34,136 shares; 2024Q4: 35,312 shares; 2025Q1: 38,992 shares; 2025Q2: 39,178 shares; 2025Q3: 41,655 shares; 2025Q4: 43,856 shares; 2026Q1: 43,856 shares; 2026Q2: 50,282 shares 50,282 $1.46M 0.06% +6,426 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,901 shares; 2026Q1: 23,901 shares; 2026Q2: 31,282 shares 31,282 $1.41M 0.06% +7,381 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: 355 shares; 2024Q4: 368 shares; 2025Q1: 603 shares; 2025Q2: 689 shares; 2025Q3: 896 shares; 2025Q4: 922 shares; 2026Q1: 772 shares; 2026Q2: 1,529 shares 1,529 $1.41M 0.06% +757 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,736 shares; 2025Q1: not reported; 2025Q2: 5,894 shares; 2025Q3: 6,536 shares; 2025Q4: 7,362 shares; 2026Q1: 7,267 shares; 2026Q2: 7,231 shares 7,231 $1.39M 0.06% -36 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: 1,325 shares; 2024Q4: 3,097 shares; 2025Q1: 3,106 shares; 2025Q2: 7,112 shares; 2025Q3: 6,768 shares; 2025Q4: 7,494 shares; 2026Q1: 7,494 shares; 2026Q2: 8,543 shares 8,543 $1.37M 0.06% +1,049 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,537 shares; 2024Q4: 3,537 shares; 2025Q1: 3,633 shares; 2025Q2: 7,625 shares; 2025Q3: 7,528 shares; 2025Q4: 7,454 shares; 2026Q1: 7,454 shares; 2026Q2: 7,525 shares 7,525 $1.37M 0.06% +71 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,264 shares; 2025Q1: 3,744 shares; 2025Q2: 2,735 shares; 2025Q3: 5,828 shares; 2025Q4: 8,072 shares; 2026Q1: 5,920 shares; 2026Q2: 9,194 shares 9,194 $1.34M 0.05% +3,274 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,747 shares; 2024Q4: 8,026 shares; 2025Q1: 22,901 shares; 2025Q2: 15,002 shares; 2025Q3: 15,990 shares; 2025Q4: 25,310 shares; 2026Q1: 25,310 shares; 2026Q2: 26,565 shares 26,565 $1.34M 0.05% +1,255 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,516 shares 14,516 $1.33M 0.05% new Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,429 shares; 2025Q2: 2,428 shares; 2025Q3: 2,430 shares; 2025Q4: 2,434 shares; 2026Q1: 2,434 shares; 2026Q2: 2,436 shares 2,436 $1.32M 0.05% +2 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 809 shares; 2024Q4: 1,426 shares; 2025Q1: 1,370 shares; 2025Q2: 1,528 shares; 2025Q3: 1,554 shares; 2025Q4: 1,541 shares; 2026Q1: 1,191 shares; 2026Q2: 2,354 shares 2,354 $1.32M 0.05% +1,163 Timeline PFXF 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: 189,559 shares; 2024Q4: 191,396 shares; 2025Q1: 194,879 shares; 2025Q2: 86,107 shares; 2025Q3: 80,111 shares; 2025Q4: 75,622 shares; 2026Q1: 75,622 shares; 2026Q2: 74,481 shares 74,481 $1.31M 0.05% -1,141 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,486 shares; 2024Q4: 7,583 shares; 2025Q1: 7,591 shares; 2025Q2: 12,240 shares; 2025Q3: 11,965 shares; 2025Q4: 11,748 shares; 2026Q1: 11,748 shares; 2026Q2: 11,405 shares 11,405 $1.27M 0.05% -343 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,960 shares; 2025Q3: 1,898 shares; 2025Q4: 1,864 shares; 2026Q1: 1,828 shares; 2026Q2: 1,819 shares 1,819 $1.27M 0.05% -9 Timeline AMLP 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: 4,393 shares; 2024Q4: 5,069 shares; 2025Q1: 7,239 shares; 2025Q2: 15,589 shares; 2025Q3: 17,610 shares; 2025Q4: 20,197 shares; 2026Q1: 20,197 shares; 2026Q2: 24,060 shares 24,060 $1.27M 0.05% +3,863 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 reported; 2024Q4: not reported; 2025Q1: 614 shares; 2025Q2: 2,638 shares; 2025Q3: 2,647 shares; 2025Q4: 2,689 shares; 2026Q1: 2,604 shares; 2026Q2: 3,815 shares 3,815 $1.25M 0.05% +1,211 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,911 shares; 2025Q1: 6,263 shares; 2025Q2: 72,613 shares; 2025Q3: 66,408 shares; 2025Q4: 50,722 shares; 2026Q1: 50,722 shares; 2026Q2: 23,603 shares 23,603 $1.24M 0.05% -27,119 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,945 shares; 2025Q3: 14,574 shares; 2025Q4: 14,666 shares; 2026Q1: 14,666 shares; 2026Q2: 23,794 shares 23,794 $1.24M 0.05% +9,128 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: 7,340 shares; 2024Q4: 7,910 shares; 2025Q1: 9,135 shares; 2025Q2: 11,306 shares; 2025Q3: 10,887 shares; 2025Q4: 13,653 shares; 2026Q1: 13,500 shares; 2026Q2: 15,915 shares 15,915 $1.23M 0.05% +2,415 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 683 shares; 2025Q4: 1,354 shares; 2026Q1: 1,292 shares; 2026Q2: 6,058 shares 6,058 $1.23M 0.05% +4,766 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: 2,474 shares; 2024Q4: 7,422 shares; 2025Q1: 16,108 shares; 2025Q2: 15,301 shares; 2025Q3: 15,397 shares; 2025Q4: 16,036 shares; 2026Q1: 16,036 shares; 2026Q2: 39,444 shares 39,444 $1.21M 0.05% +23,408 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,347 shares; 2024Q4: 11,353 shares; 2025Q1: 11,277 shares; 2025Q2: 10,799 shares; 2025Q3: 10,407 shares; 2025Q4: 10,407 shares; 2026Q1: 10,407 shares; 2026Q2: 10,407 shares 10,407 $1.19M 0.05% 0 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,386 shares; 2025Q2: 14,833 shares; 2025Q3: 52,329 shares; 2025Q4: 52,960 shares; 2026Q1: 52,960 shares; 2026Q2: 54,134 shares 54,134 $1.19M 0.05% +1,174 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: 10,791 shares; 2024Q4: 10,670 shares; 2025Q1: 11,064 shares; 2025Q2: 11,382 shares; 2025Q3: 11,450 shares; 2025Q4: 9,709 shares; 2026Q1: 9,709 shares; 2026Q2: 9,238 shares 9,238 $1.18M 0.05% -471 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: 2,299 shares; 2024Q4: 2,415 shares; 2025Q1: 3,579 shares; 2025Q2: 9,376 shares; 2025Q3: 10,482 shares; 2025Q4: 3,622 shares; 2026Q1: 3,622 shares; 2026Q2: 11,142 shares 11,142 $1.18M 0.05% +7,520 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,225 shares 24,225 $1.17M 0.05% new Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,150 shares; 2025Q2: 9,531 shares; 2025Q3: 10,551 shares; 2025Q4: 11,941 shares; 2026Q1: 11,941 shares; 2026Q2: 15,603 shares 15,603 $1.17M 0.05% +3,662 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: 6,212 shares; 2024Q4: 6,041 shares; 2025Q1: 6,075 shares; 2025Q2: 8,199 shares; 2025Q3: 8,640 shares; 2025Q4: 9,306 shares; 2026Q1: 9,156 shares; 2026Q2: 10,045 shares 10,045 $1.16M 0.05% +889 Timeline EMNT 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: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 11,444 shares; 2025Q4: 11,478 shares; 2026Q1: 11,478 shares; 2026Q2: 11,661 shares 11,661 $1.15M 0.05% +183 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,255 shares; 2025Q1: 3,602 shares; 2025Q2: 3,775 shares; 2025Q3: 4,890 shares; 2025Q4: 4,437 shares; 2026Q1: 4,392 shares; 2026Q2: 5,552 shares 5,552 $1.13M 0.05% +1,160 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,283 shares 19,283 $1.13M 0.05% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,086 shares; 2025Q3: 7,861 shares; 2025Q4: 7,958 shares; 2026Q1: 7,958 shares; 2026Q2: 14,249 shares 14,249 $1.12M 0.05% +6,291 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 reported; 2024Q4: not reported; 2025Q1: 750 shares; 2025Q2: 2,844 shares; 2025Q3: 2,854 shares; 2025Q4: 2,865 shares; 2026Q1: 2,840 shares; 2026Q2: 2,804 shares 2,804 $1.09M 0.04% -36 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,704 shares; 2026Q1: 36,704 shares; 2026Q2: 36,358 shares 36,358 $1.09M 0.04% -346 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 579 shares; 2025Q3: 809 shares; 2025Q4: 1,048 shares; 2026Q1: 777 shares; 2026Q2: 1,251 shares 1,251 $1.09M 0.04% +474 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: 733 shares; 2024Q4: 592 shares; 2025Q1: 625 shares; 2025Q2: 1,579 shares; 2025Q3: 1,671 shares; 2025Q4: 1,716 shares; 2026Q1: 1,663 shares; 2026Q2: 2,208 shares 2,208 $1.09M 0.04% +545 Timeline SCHE 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 reported; 2024Q4: not reported; 2025Q1: 12,234 shares; 2025Q2: 12,234 shares; 2025Q3: 12,259 shares; 2025Q4: 12,234 shares; 2026Q1: 12,234 shares; 2026Q2: 32,684 shares 32,684 $1.08M 0.04% +20,450 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,664 shares; 2026Q1: 4,664 shares; 2026Q2: 5,061 shares 5,061 $1.07M 0.04% +397 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,094 shares; 2025Q1: 18,080 shares; 2025Q2: 16,677 shares; 2025Q3: 16,515 shares; 2025Q4: 15,583 shares; 2026Q1: 14,171 shares; 2026Q2: 13,956 shares 13,956 $1.07M 0.04% -215 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,058 shares; 2024Q4: 14,284 shares; 2025Q1: 15,137 shares; 2025Q2: 14,991 shares; 2025Q3: 14,896 shares; 2025Q4: 14,537 shares; 2026Q1: 11,637 shares; 2026Q2: 17,001 shares 17,001 $1.07M 0.04% +5,364 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,721 shares; 2024Q4: 1,543 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,370 shares; 2026Q1: 2,310 shares; 2026Q2: 3,476 shares 3,476 $1.06M 0.04% +1,166 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,728 shares; 2024Q4: 4,076 shares; 2025Q1: 6,271 shares; 2025Q2: 6,349 shares; 2025Q3: 6,555 shares; 2025Q4: 6,984 shares; 2026Q1: 6,864 shares; 2026Q2: 8,799 shares 8,799 $1.04M 0.04% +1,935 Timeline SPYD 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: 33,714 shares; 2024Q4: 31,113 shares; 2025Q1: 33,723 shares; 2025Q2: 38,382 shares; 2025Q3: 41,769 shares; 2025Q4: 23,196 shares; 2026Q1: 23,196 shares; 2026Q2: 22,562 shares 22,562 $1.03M 0.04% -634 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 reported; 2024Q4: 1,906 shares; 2025Q1: 1,976 shares; 2025Q2: 2,048 shares; 2025Q3: 2,323 shares; 2025Q4: 2,421 shares; 2026Q1: 2,268 shares; 2026Q2: 3,369 shares 3,369 $1.02M 0.04% +1,101 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: 4,082 shares; 2024Q4: 4,082 shares; 2025Q1: 5,083 shares; 2025Q2: 5,083 shares; 2025Q3: 4,460 shares; 2025Q4: 6,472 shares; 2026Q1: 6,472 shares; 2026Q2: 6,819 shares 6,819 $1.01M 0.04% +347 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: 2,224 shares; 2024Q4: 2,246 shares; 2025Q1: 2,400 shares; 2025Q2: 2,324 shares; 2025Q3: 2,347 shares; 2025Q4: 3,526 shares; 2026Q1: 2,402 shares; 2026Q2: 2,986 shares 2,986 $1.01M 0.04% +584 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: 2,454 shares; 2024Q4: 2,383 shares; 2025Q1: 2,715 shares; 2025Q2: 2,196 shares; 2025Q3: 2,081 shares; 2025Q4: 2,241 shares; 2026Q1: 2,241 shares; 2026Q2: 4,018 shares 4,018 $997K 0.04% +1,777 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,022 shares; 2025Q2: 4,059 shares; 2025Q3: 4,637 shares; 2025Q4: 4,436 shares; 2026Q1: 4,407 shares; 2026Q2: 4,638 shares 4,638 $991K 0.04% +231 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 reported; 2024Q4: not reported; 2025Q1: 3,048 shares; 2025Q2: 3,276 shares; 2025Q3: 3,389 shares; 2025Q4: 4,383 shares; 2026Q1: 4,383 shares; 2026Q2: 8,715 shares 8,715 $986K 0.04% +4,332 Timeline EMLC 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,915 shares; 2026Q1: 36,915 shares; 2026Q2: 39,239 shares 39,239 $985K 0.04% +2,324 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 reported; 2024Q4: 12,417 shares; 2025Q1: 12,739 shares; 2025Q2: 24,660 shares; 2025Q3: 19,569 shares; 2025Q4: 21,689 shares; 2026Q1: 20,630 shares; 2026Q2: 20,209 shares 20,209 $985K 0.04% -421 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,026 shares; 2024Q4: 2,026 shares; 2025Q1: 2,286 shares; 2025Q2: 2,287 shares; 2025Q3: 2,287 shares; 2025Q4: 2,241 shares; 2026Q1: 2,241 shares; 2026Q2: 2,395 shares 2,395 $976K 0.04% +154 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,336 shares; 2024Q4: 26,782 shares; 2025Q1: 26,068 shares; 2025Q2: 37,194 shares; 2025Q3: 48,692 shares; 2025Q4: 18,271 shares; 2026Q1: 17,778 shares; 2026Q2: 14,009 shares 14,009 $969K 0.04% -3,769 Timeline BIZD 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: 60,646 shares; 2024Q4: 62,814 shares; 2025Q1: 78,179 shares; 2025Q2: 112,475 shares; 2025Q3: 122,253 shares; 2025Q4: 113,305 shares; 2026Q1: 113,305 shares; 2026Q2: 75,031 shares 75,031 $960K 0.04% -38,274 Timeline PZT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,114 shares; 2025Q3: 33,704 shares; 2025Q4: 41,676 shares; 2026Q1: 41,676 shares; 2026Q2: 43,231 shares 43,231 $954K 0.04% +1,555 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,039 shares 13,039 $954K 0.04% new Timeline BSCS 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: 21,631 shares; 2024Q4: 22,366 shares; 2025Q1: 25,714 shares; 2025Q2: 35,382 shares; 2025Q3: 37,156 shares; 2025Q4: 37,648 shares; 2026Q1: 37,648 shares; 2026Q2: 46,409 shares 46,409 $948K 0.04% +8,761 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,864 shares; 2024Q4: 4,846 shares; 2025Q1: 11,685 shares; 2025Q2: 9,916 shares; 2025Q3: 10,640 shares; 2025Q4: 10,451 shares; 2026Q1: 10,451 shares; 2026Q2: 11,953 shares 11,953 $948K 0.04% +1,502 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: 13,254 shares; 2024Q4: 12,227 shares; 2025Q1: 12,437 shares; 2025Q2: 11,798 shares; 2025Q3: 11,879 shares; 2025Q4: 16,130 shares; 2026Q1: 15,130 shares; 2026Q2: 21,328 shares 21,328 $941K 0.04% +6,198 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,274 shares; 2026Q1: 85,274 shares; 2026Q2: 85,274 shares 85,274 $935K 0.04% 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: 4,761 shares; 2024Q4: 3,131 shares; 2025Q1: 3,200 shares; 2025Q2: 3,131 shares; 2025Q3: 2,797 shares; 2025Q4: 2,797 shares; 2026Q1: 2,797 shares; 2026Q2: 11,054 shares 11,054 $915K 0.04% +8,257 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: 2,419 shares; 2024Q4: 2,684 shares; 2025Q1: 3,062 shares; 2025Q2: 4,087 shares; 2025Q3: 4,694 shares; 2025Q4: 5,439 shares; 2026Q1: 5,147 shares; 2026Q2: 5,521 shares 5,521 $909K 0.04% +374 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: 2,045 shares; 2024Q4: 2,292 shares; 2025Q1: 2,235 shares; 2025Q2: 2,225 shares; 2025Q3: 2,455 shares; 2025Q4: 2,353 shares; 2026Q1: 2,209 shares; 2026Q2: 2,520 shares 2,520 $901K 0.04% +311 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,003 shares; 2024Q4: 14,731 shares; 2025Q1: 13,141 shares; 2025Q2: 12,091 shares; 2025Q3: 12,478 shares; 2025Q4: 9,589 shares; 2026Q1: 9,589 shares; 2026Q2: 9,415 shares 9,415 $900K 0.04% -174 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,352 shares; 2025Q3: 2,429 shares; 2025Q4: 2,491 shares; 2026Q1: 2,455 shares; 2026Q2: 3,043 shares 3,043 $899K 0.04% +588 Timeline BSCT 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: 21,047 shares; 2024Q4: 21,853 shares; 2025Q1: 25,533 shares; 2025Q2: 36,162 shares; 2025Q3: 39,611 shares; 2025Q4: 40,116 shares; 2026Q1: 40,116 shares; 2026Q2: 48,079 shares 48,079 $897K 0.04% +7,963 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,358 shares; 2024Q4: 17,513 shares; 2025Q1: 17,431 shares; 2025Q2: 15,287 shares; 2025Q3: 15,631 shares; 2025Q4: 15,588 shares; 2026Q1: 15,588 shares; 2026Q2: 18,950 shares 18,950 $891K 0.04% +3,362 Timeline BSCR 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: 24,802 shares; 2024Q4: 24,987 shares; 2025Q1: 28,103 shares; 2025Q2: 38,145 shares; 2025Q3: 39,996 shares; 2025Q4: 40,539 shares; 2026Q1: 40,539 shares; 2026Q2: 44,059 shares 44,059 $865K 0.04% +3,520 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: 1,098 shares; 2024Q4: 1,062 shares; 2025Q1: 1,292 shares; 2025Q2: 1,354 shares; 2025Q3: 1,416 shares; 2025Q4: 1,414 shares; 2026Q1: 1,370 shares; 2026Q2: 1,730 shares 1,730 $858K 0.03% +360 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,896 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,075 shares 16,075 $854K 0.03% 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: 6,743 shares; 2024Q4: 6,341 shares; 2025Q1: 8,580 shares; 2025Q2: 8,794 shares; 2025Q3: 9,424 shares; 2025Q4: 9,100 shares; 2026Q1: 8,752 shares; 2026Q2: 9,037 shares 9,037 $849K 0.03% +285 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,478 shares; 2025Q3: 1,479 shares; 2025Q4: 1,836 shares; 2026Q1: 1,836 shares; 2026Q2: 2,363 shares 2,363 $843K 0.03% +527 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,552 shares 2,552 $839K 0.03% new Timeline BSCU 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: 23,504 shares; 2024Q4: 24,405 shares; 2025Q1: 28,524 shares; 2025Q2: 34,812 shares; 2025Q3: 36,761 shares; 2025Q4: 37,232 shares; 2026Q1: 37,232 shares; 2026Q2: 49,477 shares 49,477 $827K 0.03% +12,245 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 reported; 2024Q4: not reported; 2025Q1: 898 shares; 2025Q2: 1,648 shares; 2025Q3: 1,993 shares; 2025Q4: 2,634 shares; 2026Q1: 2,464 shares; 2026Q2: 3,473 shares 3,473 $821K 0.03% +1,009 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,800 shares; 2024Q4: 5,490 shares; 2025Q1: 6,237 shares; 2025Q2: 6,722 shares; 2025Q3: 6,646 shares; 2025Q4: 7,445 shares; 2026Q1: 7,408 shares; 2026Q2: 10,009 shares 10,009 $810K 0.03% +2,601 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,440 shares; 2025Q1: 4,142 shares; 2025Q2: 22,034 shares; 2025Q3: 21,875 shares; 2025Q4: 21,751 shares; 2026Q1: 20,751 shares; 2026Q2: 21,893 shares 21,893 $805K 0.03% +1,142 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,463 shares; 2024Q4: 2,491 shares; 2025Q1: 2,615 shares; 2025Q2: 2,796 shares; 2025Q3: 2,875 shares; 2025Q4: 3,232 shares; 2026Q1: 3,176 shares; 2026Q2: 3,276 shares 3,276 $800K 0.03% +100 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: 8,714 shares; 2024Q4: 7,791 shares; 2025Q1: 8,745 shares; 2025Q2: 9,809 shares; 2025Q3: 9,665 shares; 2025Q4: 11,296 shares; 2026Q1: 8,057 shares; 2026Q2: 8,174 shares 8,174 $788K 0.03% +117 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,512 shares; 2024Q4: 3,044 shares; 2025Q1: 3,217 shares; 2025Q2: 3,574 shares; 2025Q3: 3,582 shares; 2025Q4: 3,098 shares; 2026Q1: 2,398 shares; 2026Q2: 3,751 shares 3,751 $787K 0.03% +1,353 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: 1,899 shares; 2024Q4: 3,364 shares; 2025Q1: 3,395 shares; 2025Q2: 4,773 shares; 2025Q3: 5,125 shares; 2025Q4: 5,660 shares; 2026Q1: 5,528 shares; 2026Q2: 4,201 shares 4,201 $784K 0.03% -1,327 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,588 shares; 2025Q1: 2,156 shares; 2025Q2: 2,720 shares; 2025Q3: 2,930 shares; 2025Q4: 3,215 shares; 2026Q1: 3,215 shares; 2026Q2: 3,703 shares 3,703 $771K 0.03% +488 Timeline VUSB 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,762 shares; 2025Q3: 9,762 shares; 2025Q4: 9,762 shares; 2026Q1: 9,762 shares; 2026Q2: 15,467 shares 15,467 $770K 0.03% +5,705 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,483 shares; 2024Q4: 26,687 shares; 2025Q1: 26,687 shares; 2025Q2: 26,687 shares; 2025Q3: 26,687 shares; 2025Q4: 26,828 shares; 2026Q1: 26,828 shares; 2026Q2: 30,113 shares 30,113 $764K 0.03% +3,285 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,449 shares; 2024Q4: 2,690 shares; 2025Q1: 2,106 shares; 2025Q2: 2,286 shares; 2025Q3: 3,465 shares; 2025Q4: 4,544 shares; 2026Q1: 4,328 shares; 2026Q2: 5,782 shares 5,782 $763K 0.03% +1,454 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,691 shares 30,691 $761K 0.03% new Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,680 shares; 2025Q2: 18,043 shares; 2025Q3: 19,302 shares; 2025Q4: 18,482 shares; 2026Q1: 18,482 shares; 2026Q2: 32,584 shares 32,584 $757K 0.03% +14,102 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,092 shares; 2025Q2: 6,166 shares; 2025Q3: 7,220 shares; 2025Q4: 8,814 shares; 2026Q1: 8,609 shares; 2026Q2: 12,180 shares 12,180 $753K 0.03% +3,571 Timeline BSCQ 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: 24,294 shares; 2024Q4: 25,368 shares; 2025Q1: 25,281 shares; 2025Q2: 33,783 shares; 2025Q3: 35,535 shares; 2025Q4: 36,013 shares; 2026Q1: 36,013 shares; 2026Q2: 37,761 shares 37,761 $737K 0.03% +1,748 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 674 shares; 2025Q2: 1,179 shares; 2025Q3: 1,165 shares; 2025Q4: 1,017 shares; 2026Q1: 999 shares; 2026Q2: 2,238 shares 2,238 $729K 0.03% +1,239 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: 6,935 shares; 2024Q4: 7,009 shares; 2025Q1: 7,232 shares; 2025Q2: 7,555 shares; 2025Q3: 7,600 shares; 2025Q4: 7,757 shares; 2026Q1: 7,757 shares; 2026Q2: 7,718 shares 7,718 $727K 0.03% -39 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,804 shares; 2024Q4: 9,080 shares; 2025Q1: 8,163 shares; 2025Q2: 9,925 shares; 2025Q3: 9,872 shares; 2025Q4: 9,901 shares; 2026Q1: 9,901 shares; 2026Q2: 12,749 shares 12,749 $724K 0.03% +2,848 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 reported; 2024Q4: 5,660 shares; 2025Q1: 6,102 shares; 2025Q2: 6,872 shares; 2025Q3: 7,344 shares; 2025Q4: 6,707 shares; 2026Q1: 6,631 shares; 2026Q2: 7,046 shares 7,046 $723K 0.03% +415 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,161 shares; 2025Q1: 5,278 shares; 2025Q2: 5,480 shares; 2025Q3: 6,165 shares; 2025Q4: 5,887 shares; 2026Q1: 5,738 shares; 2026Q2: 6,015 shares 6,015 $714K 0.03% +277 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,151 shares; 2026Q1: 1,994 shares; 2026Q2: 2,096 shares 2,096 $708K 0.03% +102 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: 2,023 shares; 2024Q4: not reported; 2025Q1: 1,932 shares; 2025Q2: 3,792 shares; 2025Q3: 4,298 shares; 2025Q4: 4,508 shares; 2026Q1: 4,333 shares; 2026Q2: 4,429 shares 4,429 $707K 0.03% +96 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: 1,775 shares; 2024Q4: 3,260 shares; 2025Q1: 3,393 shares; 2025Q2: 3,096 shares; 2025Q3: 3,079 shares; 2025Q4: 2,745 shares; 2026Q1: 2,704 shares; 2026Q2: 3,584 shares 3,584 $680K 0.03% +880 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,094 shares; 2024Q4: 7,094 shares; 2025Q1: 7,094 shares; 2025Q2: 6,854 shares; 2025Q3: 6,854 shares; 2025Q4: 6,854 shares; 2026Q1: 6,854 shares; 2026Q2: 6,854 shares 6,854 $675K 0.03% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,076 shares 14,076 $669K 0.03% new Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,968 shares 31,968 $668K 0.03% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 635 shares; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 657 shares; 2025Q3: 1,100 shares; 2025Q4: 926 shares; 2026Q1: 926 shares; 2026Q2: 1,073 shares 1,073 $662K 0.03% +147 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: 1,579 shares; 2024Q4: 3,253 shares; 2025Q1: 4,574 shares; 2025Q2: 4,713 shares; 2025Q3: 4,717 shares; 2025Q4: 3,957 shares; 2026Q1: 3,845 shares; 2026Q2: 4,502 shares 4,502 $656K 0.03% +657 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 reported; 2024Q4: 968 shares; 2025Q1: 1,037 shares; 2025Q2: 1,254 shares; 2025Q3: 1,364 shares; 2025Q4: 1,431 shares; 2026Q1: 1,431 shares; 2026Q2: 1,862 shares 1,862 $655K 0.03% +431 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,488 shares; 2024Q4: 18,565 shares; 2025Q1: 18,565 shares; 2025Q2: 11,283 shares; 2025Q3: 11,283 shares; 2025Q4: 11,278 shares; 2026Q1: 11,278 shares; 2026Q2: 9,610 shares 9,610 $655K 0.03% -1,668 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,962 shares 29,962 $654K 0.03% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,392 shares 19,392 $650K 0.03% new Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,938 shares 25,938 $645K 0.03% new Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,250 shares 25,250 $642K 0.03% new Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,170 shares; 2025Q3: 10,232 shares; 2025Q4: 13,152 shares; 2026Q1: 13,152 shares; 2026Q2: 16,315 shares 16,315 $638K 0.03% +3,163 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,618 shares; 2026Q1: 5,618 shares; 2026Q2: 13,672 shares 13,672 $638K 0.03% +8,054 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,864 shares; 2024Q4: 3,064 shares; 2025Q1: 5,833 shares; 2025Q2: 8,914 shares; 2025Q3: 7,839 shares; 2025Q4: 7,520 shares; 2026Q1: 7,520 shares; 2026Q2: 7,999 shares 7,999 $636K 0.03% +479 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,402 shares; 2026Q1: 4,143 shares; 2026Q2: 6,567 shares 6,567 $634K 0.03% +2,424 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,989 shares; 2025Q1: not reported; 2025Q2: 2,071 shares; 2025Q3: 2,157 shares; 2025Q4: 2,133 shares; 2026Q1: 2,110 shares; 2026Q2: 2,157 shares 2,157 $629K 0.03% +47 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,115 shares; 2025Q1: 3,124 shares; 2025Q2: 3,125 shares; 2025Q3: 3,213 shares; 2025Q4: 3,125 shares; 2026Q1: 3,125 shares; 2026Q2: 3,109 shares 3,109 $627K 0.03% -16 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: 8,020 shares; 2024Q4: 8,048 shares; 2025Q1: 8,048 shares; 2025Q2: 8,048 shares; 2025Q3: 7,639 shares; 2025Q4: 7,661 shares; 2026Q1: 6,116 shares; 2026Q2: 6,455 shares 6,455 $624K 0.03% +339 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: 677 shares; 2024Q4: 690 shares; 2025Q1: 659 shares; 2025Q2: 706 shares; 2025Q3: 874 shares; 2025Q4: 831 shares; 2026Q1: 683 shares; 2026Q2: 2,300 shares 2,300 $622K 0.03% +1,617 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,180 shares; 2024Q4: 7,307 shares; 2025Q1: 6,640 shares; 2025Q2: 6,266 shares; 2025Q3: 6,140 shares; 2025Q4: 5,115 shares; 2026Q1: 5,045 shares; 2026Q2: 5,257 shares 5,257 $621K 0.03% +212 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,758 shares; 2025Q1: 10,722 shares; 2025Q2: 11,394 shares; 2025Q3: 11,574 shares; 2025Q4: 20,383 shares; 2026Q1: 19,329 shares; 2026Q2: 16,133 shares 16,133 $620K 0.03% -3,196 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,203 shares; 2025Q1: 2,210 shares; 2025Q2: 3,288 shares; 2025Q3: 3,303 shares; 2025Q4: 3,330 shares; 2026Q1: 3,330 shares; 2026Q2: 3,364 shares 3,364 $617K 0.03% +34 Timeline BSCV 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: 17,740 shares; 2024Q4: 19,050 shares; 2025Q1: 23,242 shares; 2025Q2: 25,304 shares; 2025Q3: 27,850 shares; 2025Q4: 28,090 shares; 2026Q1: 28,090 shares; 2026Q2: 37,325 shares 37,325 $614K 0.02% +9,235 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,258 shares; 2026Q1: 7,258 shares; 2026Q2: 10,004 shares 10,004 $612K 0.02% +2,746 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,392 shares 4,392 $608K 0.02% new 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: 3,683 shares; 2024Q4: 5,635 shares; 2025Q1: 8,261 shares; 2025Q2: 9,378 shares; 2025Q3: 10,046 shares; 2025Q4: 12,221 shares; 2026Q1: 10,449 shares; 2026Q2: 8,409 shares 8,409 $605K 0.02% -2,040 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,126 shares 26,126 $600K 0.02% new 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: 7,776 shares; 2024Q4: 7,810 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,670 shares 5,670 $596K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,529 shares 4,529 $593K 0.02% new Timeline RSPT 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: 10,865 shares; 2024Q4: 22,635 shares; 2025Q1: 26,209 shares; 2025Q2: 31,201 shares; 2025Q3: 32,503 shares; 2025Q4: 28,647 shares; 2026Q1: 28,647 shares; 2026Q2: 12,987 shares 12,987 $588K 0.02% -15,660 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,539 shares; 2025Q3: 23,895 shares; 2025Q4: 26,430 shares; 2026Q1: 26,430 shares; 2026Q2: 33,560 shares 33,560 $576K 0.02% +7,130 Timeline VWOB 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,735 shares 8,735 $574K 0.02% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 739 shares; 2025Q3: 845 shares; 2025Q4: 820 shares; 2026Q1: 799 shares; 2026Q2: 1,813 shares 1,813 $570K 0.02% +1,014 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,435 shares; 2024Q4: 6,435 shares; 2025Q1: 6,591 shares; 2025Q2: 6,591 shares; 2025Q3: 3,891 shares; 2025Q4: 3,866 shares; 2026Q1: 3,866 shares; 2026Q2: 4,187 shares 4,187 $568K 0.02% +321 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,658 shares; 2025Q2: 6,860 shares; 2025Q3: 6,860 shares; 2025Q4: 6,860 shares; 2026Q1: 6,860 shares; 2026Q2: 6,764 shares 6,764 $567K 0.02% -96 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 397 shares; 2025Q3: 432 shares; 2025Q4: 541 shares; 2026Q1: 510 shares; 2026Q2: 581 shares 581 $558K 0.02% +71 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,207 shares; 2025Q3: 1,268 shares; 2025Q4: 1,242 shares; 2026Q1: 1,242 shares; 2026Q2: 2,130 shares 2,130 $554K 0.02% +888 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,187 shares; 2024Q4: 996 shares; 2025Q1: 1,183 shares; 2025Q2: 1,195 shares; 2025Q3: 1,144 shares; 2025Q4: 1,156 shares; 2026Q1: 1,156 shares; 2026Q2: 1,171 shares 1,171 $554K 0.02% +15 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,691 shares; 2025Q4: 16,691 shares; 2026Q1: 16,691 shares; 2026Q2: 21,778 shares 21,778 $546K 0.02% +5,087 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,090 shares; 2024Q4: 7,960 shares; 2025Q1: 7,676 shares; 2025Q2: 6,811 shares; 2025Q3: 6,811 shares; 2025Q4: 6,811 shares; 2026Q1: 6,811 shares; 2026Q2: 6,811 shares 6,811 $546K 0.02% 0 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 reported; 2024Q4: not reported; 2025Q1: 3,254 shares; 2025Q2: 3,389 shares; 2025Q3: 3,106 shares; 2025Q4: 3,203 shares; 2026Q1: 3,013 shares; 2026Q2: 2,751 shares 2,751 $545K 0.02% -262 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 851 shares; 2025Q4: 1,196 shares; 2026Q1: 1,173 shares; 2026Q2: 1,899 shares 1,899 $545K 0.02% +726 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,600 shares; 2026Q1: 25,600 shares; 2026Q2: 25,600 shares 25,600 $538K 0.02% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,240 shares; 2025Q1: 7,417 shares; 2025Q2: 8,067 shares; 2025Q3: 8,836 shares; 2025Q4: 10,141 shares; 2026Q1: 10,141 shares; 2026Q2: 10,083 shares 10,083 $538K 0.02% -58 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236 shares; 2024Q4: 327 shares; 2025Q1: 362 shares; 2025Q2: 372 shares; 2025Q3: 377 shares; 2025Q4: 373 shares; 2026Q1: 273 shares; 2026Q2: 426 shares 426 $538K 0.02% +153 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,321 shares; 2025Q3: 3,321 shares; 2025Q4: 3,321 shares; 2026Q1: 3,321 shares; 2026Q2: 3,321 shares 3,321 $537K 0.02% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,120 shares; 2025Q3: 1,436 shares; 2025Q4: 2,086 shares; 2026Q1: 1,629 shares; 2026Q2: 2,760 shares 2,760 $536K 0.02% +1,131 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,843 shares; 2024Q4: 11,261 shares; 2025Q1: 14,636 shares; 2025Q2: 13,774 shares; 2025Q3: 13,804 shares; 2025Q4: 13,990 shares; 2026Q1: 13,990 shares; 2026Q2: 13,693 shares 13,693 $535K 0.02% -297 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,168 shares; 2025Q2: 5,946 shares; 2025Q3: 11,735 shares; 2025Q4: 121,814 shares; 2026Q1: 4,507 shares; 2026Q2: 5,825 shares 5,825 $534K 0.02% +1,318 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,294 shares; 2025Q3: 3,887 shares; 2025Q4: 4,344 shares; 2026Q1: 4,205 shares; 2026Q2: 6,994 shares 6,994 $532K 0.02% +2,789 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 reported; 2024Q4: not reported; 2025Q1: 2,439 shares; 2025Q2: 4,178 shares; 2025Q3: 4,807 shares; 2025Q4: 4,788 shares; 2026Q1: 4,788 shares; 2026Q2: 5,914 shares 5,914 $530K 0.02% +1,126 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,909 shares; 2025Q4: 7,504 shares; 2026Q1: 7,504 shares; 2026Q2: 18,017 shares 18,017 $524K 0.02% +10,513 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,179 shares 7,179 $522K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: 4,811 shares; 2025Q2: 4,775 shares; 2025Q3: 4,485 shares; 2025Q4: 4,343 shares; 2026Q1: 4,343 shares; 2026Q2: 4,358 shares 4,358 $521K 0.02% +15 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,991 shares; 2024Q4: 5,834 shares; 2025Q1: 5,779 shares; 2025Q2: 3,318 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,106 shares 5,106 $514K 0.02% new Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,042 shares; 2025Q2: 18,082 shares; 2025Q3: 20,484 shares; 2025Q4: 23,357 shares; 2026Q1: 23,357 shares; 2026Q2: 24,510 shares 24,510 $513K 0.02% +1,153 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 reported; 2024Q4: not reported; 2025Q1: 1,744 shares; 2025Q2: 1,773 shares; 2025Q3: 1,928 shares; 2025Q4: 3,472 shares; 2026Q1: 3,472 shares; 2026Q2: 3,861 shares 3,861 $506K 0.02% +389 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,341 shares 12,341 $505K 0.02% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,872 shares; 2025Q1: 5,934 shares; 2025Q2: 5,885 shares; 2025Q3: 5,885 shares; 2025Q4: 8,904 shares; 2026Q1: 8,891 shares; 2026Q2: 8,894 shares 8,894 $503K 0.02% +3 Timeline DFIS 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: 25,362 shares; 2024Q4: 22,594 shares; 2025Q1: 22,596 shares; 2025Q2: 19,599 shares; 2025Q3: 19,450 shares; 2025Q4: 15,249 shares; 2026Q1: 15,249 shares; 2026Q2: 14,927 shares 14,927 $503K 0.02% -322 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,230 shares; 2026Q1: 49,230 shares; 2026Q2: 49,338 shares 49,338 $502K 0.02% +108 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,381 shares; 2026Q1: 3,295 shares; 2026Q2: 5,736 shares 5,736 $497K 0.02% +2,441 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 reported; 2024Q4: not reported; 2025Q1: 5,048 shares; 2025Q2: 5,119 shares; 2025Q3: 5,261 shares; 2025Q4: 5,329 shares; 2026Q1: 5,329 shares; 2026Q2: 7,444 shares 7,444 $491K 0.02% +2,115 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 281,274 shares; 2026Q1: 281,274 shares; 2026Q2: 152,394 shares 152,394 $491K 0.02% -128,880 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,170 shares; 2026Q1: 1,170 shares; 2026Q2: 1,369 shares 1,369 $488K 0.02% +199 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,375 shares; 2026Q1: 2,375 shares; 2026Q2: 2,381 shares 2,381 $487K 0.02% +6 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,669 shares; 2025Q2: 19,337 shares; 2025Q3: 17,069 shares; 2025Q4: 12,631 shares; 2026Q1: 12,631 shares; 2026Q2: 9,693 shares 9,693 $485K 0.02% -2,938 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 657 shares; 2025Q3: 659 shares; 2025Q4: 816 shares; 2026Q1: 816 shares; 2026Q2: 802 shares 802 $485K 0.02% -14 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,713 shares; 2024Q4: 3,944 shares; 2025Q1: 3,944 shares; 2025Q2: 3,531 shares; 2025Q3: 3,627 shares; 2025Q4: 3,627 shares; 2026Q1: 3,627 shares; 2026Q2: 4,392 shares 4,392 $482K 0.02% +765 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,564 shares; 2026Q1: 2,564 shares; 2026Q2: 3,646 shares 3,646 $478K 0.02% +1,082 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 reported; 2024Q4: not reported; 2025Q1: 9,140 shares; 2025Q2: 6,704 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,173 shares 6,173 $476K 0.02% new Timeline NMT NUVEEN MASS QUALITY MUN INC More: the full row for NUVEEN MASS QUALITY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,881 shares; 2026Q1: 19,881 shares; 2026Q2: 38,469 shares 38,469 $474K 0.02% +18,588 Timeline AVLV 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 reported; 2024Q4: 5,860 shares; 2025Q1: 5,860 shares; 2025Q2: 5,860 shares; 2025Q3: 5,860 shares; 2025Q4: 5,860 shares; 2026Q1: 5,860 shares; 2026Q2: 5,860 shares 5,860 $472K 0.02% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,175 shares 4,175 $469K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: 3,869 shares; 2025Q2: 10,156 shares; 2025Q3: 6,528 shares; 2025Q4: 6,201 shares; 2026Q1: 5,454 shares; 2026Q2: 5,871 shares 5,871 $467K 0.02% +417 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,717 shares; 2025Q2: 11,049 shares; 2025Q3: 10,549 shares; 2025Q4: 17,753 shares; 2026Q1: 17,753 shares; 2026Q2: 23,237 shares 23,237 $466K 0.02% +5,484 Timeline DFSI 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,929 shares 10,929 $463K 0.02% new Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,488 shares; 2025Q3: 11,448 shares; 2025Q4: 9,213 shares; 2026Q1: 9,213 shares; 2026Q2: 18,660 shares 18,660 $463K 0.02% +9,447 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 reported; 2024Q4: 2,638 shares; 2025Q1: 1,398 shares; 2025Q2: 1,295 shares; 2025Q3: 1,894 shares; 2025Q4: 1,945 shares; 2026Q1: 1,888 shares; 2026Q2: 2,322 shares 2,322 $462K 0.02% +434 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,398 shares; 2025Q3: 2,646 shares; 2025Q4: 2,465 shares; 2026Q1: 2,227 shares; 2026Q2: 3,761 shares 3,761 $462K 0.02% +1,534 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,734 shares 6,734 $458K 0.02% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,787 shares; 2026Q1: 1,787 shares; 2026Q2: 1,841 shares 1,841 $455K 0.02% +54 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,035 shares; 2026Q1: 36,035 shares; 2026Q2: 36,035 shares 36,035 $454K 0.02% 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 reported; 2024Q4: 8,202 shares; 2025Q1: 8,045 shares; 2025Q2: 8,086 shares; 2025Q3: 8,306 shares; 2025Q4: 7,658 shares; 2026Q1: 7,658 shares; 2026Q2: 8,922 shares 8,922 $452K 0.02% +1,264 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,038 shares; 2025Q4: 8,038 shares; 2026Q1: 8,038 shares; 2026Q2: 13,509 shares 13,509 $451K 0.02% +5,471 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,238 shares; 2026Q1: 1,218 shares; 2026Q2: 2,034 shares 2,034 $445K 0.02% +816 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,709 shares; 2026Q1: 2,709 shares; 2026Q2: 4,547 shares 4,547 $444K 0.02% +1,838 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,577 shares; 2024Q4: 1,983 shares; 2025Q1: 1,695 shares; 2025Q2: 2,672 shares; 2025Q3: 2,783 shares; 2025Q4: 2,860 shares; 2026Q1: 1,960 shares; 2026Q2: 2,024 shares 2,024 $439K 0.02% +64 Timeline HACK 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 reported; 2024Q4: not reported; 2025Q1: 6,725 shares; 2025Q2: 6,475 shares; 2025Q3: 6,255 shares; 2025Q4: 6,255 shares; 2026Q1: 6,255 shares; 2026Q2: 5,805 shares 5,805 $436K 0.02% -450 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: 6,346 shares; 2024Q4: 6,564 shares; 2025Q1: 8,275 shares; 2025Q2: 8,128 shares; 2025Q3: 7,434 shares; 2025Q4: 6,842 shares; 2026Q1: 6,842 shares; 2026Q2: 6,184 shares 6,184 $434K 0.02% -658 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 285 shares; 2025Q2: 291 shares; 2025Q3: 290 shares; 2025Q4: 293 shares; 2026Q1: 293 shares; 2026Q2: 397 shares 397 $433K 0.02% +104 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: 605 shares; 2024Q4: 619 shares; 2025Q1: 598 shares; 2025Q2: 683 shares; 2025Q3: 815 shares; 2025Q4: 746 shares; 2026Q1: 697 shares; 2026Q2: 764 shares 764 $430K 0.02% +67 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,599 shares; 2026Q1: 5,599 shares; 2026Q2: 9,262 shares 9,262 $430K 0.02% +3,663 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,341 shares; 2026Q1: 1,341 shares; 2026Q2: 1,851 shares 1,851 $429K 0.02% +510 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268 shares; 2024Q4: 273 shares; 2025Q1: 319 shares; 2025Q2: 293 shares; 2025Q3: 291 shares; 2025Q4: 881 shares; 2026Q1: 881 shares; 2026Q2: 901 shares 901 $427K 0.02% +20 Timeline JQUA 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: 8,326 shares; 2024Q4: 9,515 shares; 2025Q1: 8,876 shares; 2025Q2: 8,182 shares; 2025Q3: 8,183 shares; 2025Q4: 7,408 shares; 2026Q1: 7,408 shares; 2026Q2: 6,935 shares 6,935 $425K 0.02% -473 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,599 shares 4,599 $424K 0.02% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,169 shares; 2025Q3: 2,959 shares; 2025Q4: 5,019 shares; 2026Q1: 5,019 shares; 2026Q2: 5,019 shares 5,019 $424K 0.02% 0 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,152 shares; 2025Q4: 3,498 shares; 2026Q1: 3,498 shares; 2026Q2: 4,515 shares 4,515 $423K 0.02% +1,017 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,332 shares; 2025Q1: 3,633 shares; 2025Q2: 4,479 shares; 2025Q3: 5,238 shares; 2025Q4: 2,940 shares; 2026Q1: 2,828 shares; 2026Q2: 2,907 shares 2,907 $420K 0.02% +79 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,976 shares; 2026Q1: 3,976 shares; 2026Q2: 5,859 shares 5,859 $418K 0.02% +1,883 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,730 shares; 2026Q1: 2,653 shares; 2026Q2: 2,874 shares 2,874 $417K 0.02% +221 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: 1,735 shares; 2024Q4: 1,732 shares; 2025Q1: 1,763 shares; 2025Q2: 1,767 shares; 2025Q3: 1,803 shares; 2025Q4: 1,842 shares; 2026Q1: 1,842 shares; 2026Q2: 2,445 shares 2,445 $413K 0.02% +603 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,464 shares 5,464 $413K 0.02% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,225 shares; 2026Q1: 2,225 shares; 2026Q2: 3,739 shares 3,739 $410K 0.02% +1,514 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,171 shares; 2024Q4: 4,203 shares; 2025Q1: 4,367 shares; 2025Q2: 4,163 shares; 2025Q3: 4,016 shares; 2025Q4: 3,983 shares; 2026Q1: 3,978 shares; 2026Q2: 4,379 shares 4,379 $407K 0.02% +401 Timeline DFSB 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: 8,353 shares; 2024Q4: 12,604 shares; 2025Q1: 8,049 shares; 2025Q2: 5,503 shares; 2025Q3: 5,654 shares; 2025Q4: 7,366 shares; 2026Q1: 7,366 shares; 2026Q2: 7,831 shares 7,831 $405K 0.02% +465 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: 8,098 shares; 2024Q4: 6,036 shares; 2025Q1: 6,343 shares; 2025Q2: 6,101 shares; 2025Q3: 7,896 shares; 2025Q4: 7,483 shares; 2026Q1: 7,346 shares; 2026Q2: 6,662 shares 6,662 $404K 0.02% -684 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,410 shares; 2024Q4: 12,547 shares; 2025Q1: 11,229 shares; 2025Q2: 10,704 shares; 2025Q3: 10,801 shares; 2025Q4: 8,051 shares; 2026Q1: 8,051 shares; 2026Q2: 8,882 shares 8,882 $404K 0.02% +831 Timeline BSMY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,633 shares 16,633 $403K 0.02% new 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: 3,749 shares; 2024Q4: 3,749 shares; 2025Q1: 3,749 shares; 2025Q2: 3,934 shares; 2025Q3: 3,935 shares; 2025Q4: 4,524 shares; 2026Q1: 4,524 shares; 2026Q2: 4,139 shares 4,139 $402K 0.02% -385 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: 5,370 shares; 2024Q4: 5,370 shares; 2025Q1: 5,370 shares; 2025Q2: 6,700 shares; 2025Q3: 6,505 shares; 2025Q4: 6,505 shares; 2026Q1: 6,505 shares; 2026Q2: 6,497 shares 6,497 $400K 0.02% -8 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,811 shares; 2026Q1: 1,811 shares; 2026Q2: 2,184 shares 2,184 $398K 0.02% +373 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,839 shares; 2025Q3: 3,332 shares; 2025Q4: 3,268 shares; 2026Q1: 3,149 shares; 2026Q2: 3,504 shares 3,504 $397K 0.02% +355 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,935 shares; 2026Q1: 1,830 shares; 2026Q2: 1,712 shares 1,712 $395K 0.02% -118 Timeline BANK OF AMER CORP 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 reported; 2024Q4: not reported; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 340 shares; 2025Q4: 330 shares; 2026Q1: 330 shares; 2026Q2: 330 shares 330 $393K 0.02% 0 TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,554 shares; 2025Q3: 4,338 shares; 2025Q4: 4,238 shares; 2026Q1: 4,238 shares; 2026Q2: 3,891 shares 3,891 $392K 0.02% -347 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: 898 shares; 2024Q4: not reported; 2025Q1: 1,353 shares; 2025Q2: 1,651 shares; 2025Q3: 1,843 shares; 2025Q4: 1,740 shares; 2026Q1: 1,660 shares; 2026Q2: 1,615 shares 1,615 $392K 0.02% -45 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,021 shares; 2025Q3: 15,255 shares; 2025Q4: 15,255 shares; 2026Q1: 15,255 shares; 2026Q2: 15,255 shares 15,255 $391K 0.02% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,656 shares; 2024Q4: 1,666 shares; 2025Q1: 1,715 shares; 2025Q2: 1,925 shares; 2025Q3: 1,962 shares; 2025Q4: 1,983 shares; 2026Q1: 1,983 shares; 2026Q2: 1,864 shares 1,864 $390K 0.02% -119 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,865 shares; 2025Q1: 7,163 shares; 2025Q2: 7,651 shares; 2025Q3: 7,674 shares; 2025Q4: 9,451 shares; 2026Q1: 9,451 shares; 2026Q2: 10,250 shares 10,250 $388K 0.02% +799 Timeline AVGE 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 reported; 2024Q4: 9,361 shares; 2025Q1: 9,321 shares; 2025Q2: 5,736 shares; 2025Q3: 5,602 shares; 2025Q4: 4,643 shares; 2026Q1: 4,643 shares; 2026Q2: 4,382 shares 4,382 $386K 0.02% -261 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,089 shares; 2025Q3: 15,089 shares; 2025Q4: 15,089 shares; 2026Q1: 15,089 shares; 2026Q2: 15,089 shares 15,089 $384K 0.02% 0 Timeline FNDA 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,682 shares; 2026Q1: 11,682 shares; 2026Q2: 11,675 shares 11,675 $379K 0.02% -7 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: 579 shares; 2024Q4: 603 shares; 2025Q1: 269 shares; 2025Q2: 798 shares; 2025Q3: 824 shares; 2025Q4: 4,111 shares; 2026Q1: 4,031 shares; 2026Q2: 3,599 shares 3,599 $376K 0.02% -432 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,241 shares; 2025Q3: 14,693 shares; 2025Q4: 14,702 shares; 2026Q1: 14,702 shares; 2026Q2: 14,707 shares 14,707 $375K 0.02% +5 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,552 shares; 2026Q1: 67,552 shares; 2026Q2: 62,280 shares 62,280 $374K 0.02% -5,272 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 82 shares; 2025Q3: 81 shares; 2025Q4: 104 shares; 2026Q1: 86 shares; 2026Q2: 88 shares 88 $371K 0.02% +2 Timeline HEQ JOHN HANCOCK DIVERSIFIED INC More: the full row for JOHN HANCOCK DIVERSIFIED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,953 shares; 2026Q1: 33,953 shares; 2026Q2: 33,953 shares 33,953 $369K 0.01% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,028 shares; 2025Q4: 1,529 shares; 2026Q1: 1,529 shares; 2026Q2: 1,665 shares 1,665 $364K 0.01% +136 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 reported; 2024Q4: 478 shares; 2025Q1: 688 shares; 2025Q2: not reported; 2025Q3: 232 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $364K 0.01% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,217 shares; 2025Q2: 2,453 shares; 2025Q3: 2,522 shares; 2025Q4: 2,736 shares; 2026Q1: 2,498 shares; 2026Q2: 2,588 shares 2,588 $361K 0.01% +90 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,365 shares; 2024Q4: 10,995 shares; 2025Q1: 11,299 shares; 2025Q2: 19,365 shares; 2025Q3: 20,088 shares; 2025Q4: 20,190 shares; 2026Q1: 20,190 shares; 2026Q2: 12,687 shares 12,687 $356K 0.01% -7,503 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,851 shares; 2026Q1: 4,851 shares; 2026Q2: 4,919 shares 4,919 $356K 0.01% +68 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,430 shares; 2026Q1: 31,430 shares; 2026Q2: 31,430 shares 31,430 $355K 0.01% 0 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: 973 shares; 2024Q4: 974 shares; 2025Q1: 974 shares; 2025Q2: 974 shares; 2025Q3: 963 shares; 2025Q4: 925 shares; 2026Q1: 925 shares; 2026Q2: 962 shares 962 $354K 0.01% +37 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 823 shares; 2025Q4: 925 shares; 2026Q1: 670 shares; 2026Q2: 1,014 shares 1,014 $348K 0.01% +344 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: 1,787 shares; 2024Q4: 1,577 shares; 2025Q1: 1,577 shares; 2025Q2: 723 shares; 2025Q3: 561 shares; 2025Q4: 571 shares; 2026Q1: 571 shares; 2026Q2: 752 shares 752 $348K 0.01% +181 Timeline EAOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,648 shares; 2024Q4: 7,648 shares; 2025Q1: 7,690 shares; 2025Q2: 7,690 shares; 2025Q3: 7,795 shares; 2025Q4: 7,795 shares; 2026Q1: 7,795 shares; 2026Q2: 8,583 shares 8,583 $348K 0.01% +788 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,261 shares; 2025Q2: 13,807 shares; 2025Q3: 13,331 shares; 2025Q4: 8,305 shares; 2026Q1: 8,305 shares; 2026Q2: 6,945 shares 6,945 $348K 0.01% -1,360 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,589 shares; 2024Q4: 1,593 shares; 2025Q1: 1,605 shares; 2025Q2: 1,606 shares; 2025Q3: 1,688 shares; 2025Q4: 1,642 shares; 2026Q1: 1,619 shares; 2026Q2: 1,637 shares 1,637 $347K 0.01% +18 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,871 shares; 2026Q1: 14,871 shares; 2026Q2: 20,147 shares 20,147 $347K 0.01% +5,276 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,890 shares; 2025Q3: 4,769 shares; 2025Q4: 3,871 shares; 2026Q1: 3,871 shares; 2026Q2: 3,883 shares 3,883 $347K 0.01% +12 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: 3,301 shares; 2024Q4: 3,419 shares; 2025Q1: 3,659 shares; 2025Q2: 4,069 shares; 2025Q3: 3,865 shares; 2025Q4: 3,677 shares; 2026Q1: 3,677 shares; 2026Q2: 3,877 shares 3,877 $343K 0.01% +200 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: 1,236 shares; 2024Q4: 1,776 shares; 2025Q1: 1,528 shares; 2025Q2: 1,774 shares; 2025Q3: 1,892 shares; 2025Q4: 2,341 shares; 2026Q1: 2,341 shares; 2026Q2: 2,615 shares 2,615 $337K 0.01% +274 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,842 shares 4,842 $335K 0.01% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,025 shares; 2024Q4: 6,273 shares; 2025Q1: 6,439 shares; 2025Q2: 5,597 shares; 2025Q3: 5,322 shares; 2025Q4: 6,619 shares; 2026Q1: 6,619 shares; 2026Q2: 5,606 shares 5,606 $332K 0.01% -1,013 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: 4,753 shares; 2024Q4: 6,229 shares; 2025Q1: 3,322 shares; 2025Q2: 2,607 shares; 2025Q3: not reported; 2025Q4: 2,446 shares; 2026Q1: 2,446 shares; 2026Q2: 3,363 shares 3,363 $331K 0.01% +917 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,931 shares; 2026Q1: 4,931 shares; 2026Q2: 6,801 shares 6,801 $325K 0.01% +1,870 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,755 shares 1,755 $323K 0.01% new Timeline DEHP 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: 15,225 shares; 2024Q4: 12,353 shares; 2025Q1: 11,053 shares; 2025Q2: 10,873 shares; 2025Q3: 9,570 shares; 2025Q4: 9,570 shares; 2026Q1: 9,570 shares; 2026Q2: 9,570 shares 9,570 $323K 0.01% 0 Timeline EFIV 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: 19,612 shares; 2024Q4: 19,612 shares; 2025Q1: 19,612 shares; 2025Q2: 19,612 shares; 2025Q3: 10,837 shares; 2025Q4: 10,837 shares; 2026Q1: 10,837 shares; 2026Q2: 5,112 shares 5,112 $322K 0.01% -5,725 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,558 shares 6,558 $321K 0.01% new Timeline SCHC 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: 6,800 shares; 2024Q4: 6,800 shares; 2025Q1: 6,800 shares; 2025Q2: 6,800 shares; 2025Q3: 6,800 shares; 2025Q4: 6,817 shares; 2026Q1: 6,817 shares; 2026Q2: 6,855 shares 6,855 $320K 0.01% +38 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,492 shares 15,492 $319K 0.01% new Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,822 shares 6,822 $319K 0.01% new Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,646 shares 8,646 $318K 0.01% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,572 shares; 2025Q1: 1,615 shares; 2025Q2: 1,610 shares; 2025Q3: 1,799 shares; 2025Q4: 1,776 shares; 2026Q1: 1,749 shares; 2026Q2: 2,015 shares 2,015 $317K 0.01% +266 Timeline VSGX 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: 7,111 shares; 2024Q4: 7,111 shares; 2025Q1: 7,111 shares; 2025Q2: 7,111 shares; 2025Q3: 4,161 shares; 2025Q4: 4,161 shares; 2026Q1: 4,161 shares; 2026Q2: 4,409 shares 4,409 $316K 0.01% +248 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 213 shares 213 $313K 0.01% new Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,830 shares; 2025Q2: 16,881 shares; 2025Q3: 16,006 shares; 2025Q4: 13,234 shares; 2026Q1: 13,234 shares; 2026Q2: 10,682 shares 10,682 $312K 0.01% -2,552 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: 14,500 shares; 2024Q4: 14,500 shares; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 14,500 shares; 2025Q4: 14,500 shares; 2026Q1: 14,500 shares; 2026Q2: 14,500 shares 14,500 $311K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,516 shares; 2025Q2: 4,480 shares; 2025Q3: 4,480 shares; 2025Q4: 5,936 shares; 2026Q1: 5,936 shares; 2026Q2: 5,713 shares 5,713 $309K 0.01% -223 Timeline MORT 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: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares; 2026Q2: 30,000 shares 30,000 $308K 0.01% 0 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,417 shares 1,417 $305K 0.01% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,317 shares; 2025Q3: 4,317 shares; 2025Q4: 4,415 shares; 2026Q1: 4,415 shares; 2026Q2: 4,415 shares 4,415 $302K 0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,279 shares; 2025Q2: 1,326 shares; 2025Q3: 1,327 shares; 2025Q4: 926 shares; 2026Q1: 926 shares; 2026Q2: 957 shares 957 $300K 0.01% +31 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: 5,974 shares; 2024Q4: 5,248 shares; 2025Q1: 7,166 shares; 2025Q2: 4,982 shares; 2025Q3: 3,146 shares; 2025Q4: 3,138 shares; 2026Q1: 3,138 shares; 2026Q2: 3,592 shares 3,592 $297K 0.01% +454 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,723 shares; 2024Q4: not reported; 2025Q1: 3,921 shares; 2025Q2: 3,511 shares; 2025Q3: 3,158 shares; 2025Q4: 2,810 shares; 2026Q1: 2,810 shares; 2026Q2: 2,503 shares 2,503 $296K 0.01% -307 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,456 shares; 2025Q4: 2,034 shares; 2026Q1: 2,034 shares; 2026Q2: 2,006 shares 2,006 $293K 0.01% -28 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,993 shares; 2025Q4: 10,378 shares; 2026Q1: 10,378 shares; 2026Q2: 11,552 shares 11,552 $292K 0.01% +1,174 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,480 shares 1,480 $292K 0.01% new Timeline DXIV 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,308 shares 4,308 $291K 0.01% new Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,435 shares; 2025Q1: 9,435 shares; 2025Q2: 9,885 shares; 2025Q3: 10,746 shares; 2025Q4: 9,677 shares; 2026Q1: 9,677 shares; 2026Q2: 12,515 shares 12,515 $290K 0.01% +2,838 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,833 shares; 2026Q1: not reported; 2026Q2: 2,290 shares 2,290 $289K 0.01% new Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,166 shares; 2024Q4: 24,066 shares; 2025Q1: 23,292 shares; 2025Q2: 22,481 shares; 2025Q3: 22,596 shares; 2025Q4: 23,794 shares; 2026Q1: 23,794 shares; 2026Q2: 23,487 shares 23,487 $288K 0.01% -307 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,048 shares; 2025Q3: 3,048 shares; 2025Q4: 3,048 shares; 2026Q1: 3,048 shares; 2026Q2: 3,048 shares 3,048 $284K 0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,170 shares; 2025Q3: 5,057 shares; 2025Q4: 6,510 shares; 2026Q1: 6,510 shares; 2026Q2: 5,606 shares 5,606 $280K 0.01% -904 Timeline AVGV 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,119 shares; 2025Q4: 3,845 shares; 2026Q1: 3,845 shares; 2026Q2: 3,610 shares 3,610 $280K 0.01% -235 Timeline DFSV 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,981 shares; 2026Q1: 7,981 shares; 2026Q2: 7,953 shares 7,953 $279K 0.01% -28 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,419 shares; 2026Q1: 19,419 shares; 2026Q2: 19,419 shares 19,419 $278K 0.01% 0 Timeline SAH SONIC AUTOMOTIVE INC More: the full row for SONIC AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,057 shares; 2026Q1: 4,057 shares; 2026Q2: 4,058 shares 4,058 $278K 0.01% +1 Timeline ITM 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,973 shares 5,973 $277K 0.01% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,864 shares 2,864 $276K 0.01% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,769 shares; 2025Q3: 3,839 shares; 2025Q4: 6,298 shares; 2026Q1: 3,998 shares; 2026Q2: 3,957 shares 3,957 $274K 0.01% -41 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,375 shares 2,375 $273K 0.01% new Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,536 shares 10,536 $272K 0.01% new 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 reported; 2024Q4: not reported; 2025Q1: 1,202 shares; 2025Q2: 1,039 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,312 shares 1,312 $270K 0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,503 shares; 2026Q1: 1,465 shares; 2026Q2: 1,724 shares 1,724 $268K 0.01% +259 Timeline SPEM 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 reported; 2024Q4: not reported; 2025Q1: 7,400 shares; 2025Q2: 6,556 shares; 2025Q3: 6,588 shares; 2025Q4: 6,239 shares; 2026Q1: 6,239 shares; 2026Q2: 5,661 shares 5,661 $266K 0.01% -578 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 571 shares; 2025Q3: 581 shares; 2025Q4: 614 shares; 2026Q1: 614 shares; 2026Q2: 602 shares 602 $263K 0.01% -12 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: 1,287 shares; 2024Q4: not reported; 2025Q1: 1,024 shares; 2025Q2: 1,214 shares; 2025Q3: 1,042 shares; 2025Q4: 1,076 shares; 2026Q1: 1,076 shares; 2026Q2: 1,138 shares 1,138 $261K 0.01% +62 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,300 shares; 2026Q1: 5,300 shares; 2026Q2: 7,304 shares 7,304 $260K 0.01% +2,004 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 reported; 2024Q4: not reported; 2025Q1: 2,688 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,671 shares 1,671 $259K 0.01% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 732 shares; 2025Q4: 819 shares; 2026Q1: 790 shares; 2026Q2: 609 shares 609 $259K 0.01% -181 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: 1,658 shares; 2024Q4: 1,677 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,229 shares 1,229 $258K 0.01% new Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,112 shares 2,112 $255K 0.01% new Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,293 shares; 2026Q1: 3,293 shares; 2026Q2: 3,295 shares 3,295 $253K 0.01% +2 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,438 shares; 2026Q1: 2,738 shares; 2026Q2: 2,741 shares 2,741 $252K 0.01% +3 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,518 shares 1,518 $252K 0.01% new Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $252K 0.01% 0 Timeline MINT 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,502 shares 2,502 $252K 0.01% new Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,155 shares; 2026Q1: 1,155 shares; 2026Q2: 1,155 shares 1,155 $252K 0.01% 0 Timeline LZB LA Z BOY INC More: the full row for LA Z BOY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,674 shares; 2026Q1: 7,674 shares; 2026Q2: 7,677 shares 7,677 $247K 0.01% +3 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 882 shares 882 $246K 0.01% new Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,263 shares; 2024Q4: 5,322 shares; 2025Q1: 6,078 shares; 2025Q2: 5,851 shares; 2025Q3: 5,673 shares; 2025Q4: 5,687 shares; 2026Q1: 5,687 shares; 2026Q2: 3,771 shares 3,771 $246K 0.01% -1,916 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 reported; 2024Q4: not reported; 2025Q1: 9,384 shares; 2025Q2: 8,064 shares; 2025Q3: 8,064 shares; 2025Q4: 8,064 shares; 2026Q1: 8,064 shares; 2026Q2: 7,938 shares 7,938 $246K 0.01% -126 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,877 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,780 shares 4,780 $246K 0.01% new Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,892 shares 2,892 $246K 0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,249 shares 1,249 $245K 0.01% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 302 shares; 2026Q1: 302 shares; 2026Q2: 316 shares 316 $244K 0.01% +14 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,235 shares; 2025Q2: 23,311 shares; 2025Q3: 22,235 shares; 2025Q4: 21,842 shares; 2026Q1: 21,842 shares; 2026Q2: 13,522 shares 13,522 $244K 0.01% -8,320 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,127 shares; 2024Q4: 5,204 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,820 shares 5,820 $242K 0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,389 shares 8,389 $241K 0.01% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,172 shares 2,172 $240K 0.01% new Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,057 shares; 2024Q4: 2,057 shares; 2025Q1: 2,057 shares; 2025Q2: 2,057 shares; 2025Q3: 2,057 shares; 2025Q4: 2,057 shares; 2026Q1: 2,057 shares; 2026Q2: 2,057 shares 2,057 $238K 0.01% 0 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,292 shares 4,292 $237K 0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,831 shares 2,831 $237K 0.01% new Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares; 2026Q2: 12,500 shares 12,500 $235K 0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,445 shares 1,445 $235K 0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,175 shares; 2026Q1: 5,175 shares; 2026Q2: 5,217 shares 5,217 $234K 0.01% +42 Timeline