SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 124,365 shares; 2024Q3: 124,323 shares; 2024Q4: 120,074 shares; 2025Q1: 121,660 shares; 2025Q2: 121,009 shares; 2025Q3: 120,022 shares; 2025Q4: 121,142 shares; 2026Q1: 121,632 shares 121,632 $11.7M 4.46% +490 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; 2024Q2: 30,845 shares; 2024Q3: 30,838 shares; 2024Q4: 31,510 shares; 2025Q1: 32,111 shares; 2025Q2: 32,151 shares; 2025Q3: 32,861 shares; 2025Q4: 33,677 shares; 2026Q1: 79,486 shares 79,486 $7.67M 2.91% +45,809 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,191 shares; 2025Q3: 30,207 shares; 2025Q4: 29,189 shares; 2026Q1: 28,738 shares 28,738 $7.1M 2.7% -451 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; 2024Q2: 72,019 shares; 2024Q3: 73,828 shares; 2024Q4: 84,307 shares; 2025Q1: 86,061 shares; 2025Q2: 86,959 shares; 2025Q3: 149,140 shares; 2025Q4: 143,856 shares; 2026Q1: 141,911 shares 141,911 $7.07M 2.68% -1,945 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,265 shares; 2024Q3: 26,569 shares; 2024Q4: 27,864 shares; 2025Q1: 28,626 shares; 2025Q2: 29,039 shares; 2025Q3: 29,263 shares; 2025Q4: 28,017 shares; 2026Q1: 27,669 shares 27,669 $6.76M 2.57% -348 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 256,215 shares; 2024Q3: 258,357 shares; 2024Q4: 255,722 shares; 2025Q1: 256,628 shares; 2025Q2: 260,900 shares; 2025Q3: 261,072 shares; 2025Q4: 260,324 shares; 2026Q1: 259,932 shares 259,932 $6.3M 2.39% -392 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 115,779 shares; 2024Q3: 114,537 shares; 2024Q4: 85,690 shares; 2025Q1: 84,666 shares; 2025Q2: 82,573 shares; 2025Q3: 83,992 shares; 2025Q4: 84,498 shares; 2026Q1: 83,773 shares 83,773 $6.1M 2.31% -725 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,480 shares; 2024Q3: 10,522 shares; 2024Q4: 11,841 shares; 2025Q1: 11,731 shares; 2025Q2: 11,670 shares; 2025Q3: 11,580 shares; 2025Q4: 11,826 shares; 2026Q1: 16,362 shares 16,362 $6.06M 2.3% +4,536 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 24,451 shares; 2024Q3: 24,884 shares; 2024Q4: 26,643 shares; 2025Q1: 26,841 shares; 2025Q2: 26,829 shares; 2025Q3: 27,900 shares; 2025Q4: 28,162 shares; 2026Q1: 27,977 shares 27,977 $5.79M 2.2% -185 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 15,731 shares; 2024Q3: 14,485 shares; 2024Q4: 17,795 shares; 2025Q1: 17,598 shares; 2025Q2: 17,366 shares; 2025Q3: 17,220 shares; 2025Q4: 18,210 shares; 2026Q1: 33,168 shares 33,168 $5.78M 2.2% +14,958 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 234,042 shares; 2024Q3: 237,141 shares; 2024Q4: 239,060 shares; 2025Q1: 243,874 shares; 2025Q2: 246,678 shares; 2025Q3: 246,922 shares; 2025Q4: 246,077 shares; 2026Q1: 245,791 shares 245,791 $5.72M 2.17% -286 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 226,985 shares; 2024Q3: 229,377 shares; 2024Q4: 227,743 shares; 2025Q1: 230,154 shares; 2025Q2: 235,185 shares; 2025Q3: 235,291 shares; 2025Q4: 234,755 shares; 2026Q1: 232,146 shares 232,146 $5.63M 2.14% -2,609 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 205,660 shares; 2024Q3: 208,767 shares; 2024Q4: 210,302 shares; 2025Q1: 214,174 shares; 2025Q2: 217,327 shares; 2025Q3: 220,294 shares; 2025Q4: 220,059 shares; 2026Q1: 219,637 shares 219,637 $5.56M 2.11% -422 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 223,371 shares; 2024Q3: 226,168 shares; 2024Q4: 240,544 shares; 2025Q1: 247,643 shares; 2025Q2: 250,078 shares; 2025Q3: 249,270 shares; 2025Q4: 248,375 shares; 2026Q1: 248,077 shares 248,077 $5.43M 2.06% -298 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; 2024Q2: 75,148 shares; 2024Q3: 77,522 shares; 2024Q4: 77,114 shares; 2025Q1: 75,876 shares; 2025Q2: 76,201 shares; 2025Q3: 74,490 shares; 2025Q4: 69,909 shares; 2026Q1: 69,297 shares 69,297 $5.38M 2.04% -612 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 26,466 shares; 2024Q3: 24,947 shares; 2024Q4: 25,452 shares; 2025Q1: 24,779 shares; 2025Q2: 25,009 shares; 2025Q3: 25,244 shares; 2025Q4: 24,034 shares; 2026Q1: 24,181 shares 24,181 $5.26M 2% +147 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; 2024Q2: 2,074 shares; 2024Q3: 2,009 shares; 2024Q4: 1,942 shares; 2025Q1: 2,115 shares; 2025Q2: 2,119 shares; 2025Q3: 1,957 shares; 2025Q4: 29,833 shares; 2026Q1: 36,389 shares 36,389 $5.26M 2% +6,556 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 20,503 shares; 2025Q1: 23,944 shares; 2025Q2: 24,902 shares; 2025Q3: 24,724 shares; 2025Q4: 24,873 shares; 2026Q1: 24,923 shares 24,923 $5.18M 1.97% +50 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; 2024Q2: 70,703 shares; 2024Q3: 72,436 shares; 2024Q4: 73,983 shares; 2025Q1: 75,162 shares; 2025Q2: 75,650 shares; 2025Q3: 81,693 shares; 2025Q4: 83,525 shares; 2026Q1: 83,769 shares 83,769 $5.08M 1.93% +244 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; 2024Q2: 74,617 shares; 2024Q3: 74,838 shares; 2024Q4: 73,967 shares; 2025Q1: 76,167 shares; 2025Q2: 77,042 shares; 2025Q3: 78,732 shares; 2025Q4: 79,917 shares; 2026Q1: 80,328 shares 80,328 $4.91M 1.87% +411 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,345 shares; 2024Q3: 10,334 shares; 2024Q4: 10,951 shares; 2025Q1: 11,391 shares; 2025Q2: 11,402 shares; 2025Q3: 11,313 shares; 2025Q4: 11,253 shares; 2026Q1: 15,676 shares 15,676 $4.5M 1.71% +4,423 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 136,166 shares; 2024Q3: 138,967 shares; 2024Q4: 132,638 shares; 2025Q1: 153,511 shares; 2025Q2: 152,598 shares; 2025Q3: 159,489 shares; 2025Q4: 159,640 shares; 2026Q1: 159,332 shares 159,332 $4.47M 1.7% -308 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,427 shares; 2025Q3: 6,440 shares; 2025Q4: 17,364 shares; 2026Q1: 21,175 shares 21,175 $4.41M 1.67% +3,811 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 160,053 shares; 2024Q3: 165,854 shares; 2024Q4: 192,866 shares; 2025Q1: 206,377 shares; 2025Q2: 209,991 shares; 2025Q3: 212,241 shares; 2025Q4: 211,111 shares; 2026Q1: 210,521 shares 210,521 $4.41M 1.67% -590 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,168 shares; 2025Q2: 25,601 shares; 2025Q3: 27,825 shares; 2025Q4: 28,009 shares; 2026Q1: 28,358 shares 28,358 $4.4M 1.67% +349 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 30,692 shares; 2024Q4: 31,215 shares; 2025Q1: 32,231 shares; 2025Q2: 32,735 shares; 2025Q3: 33,314 shares; 2025Q4: 34,151 shares; 2026Q1: 34,065 shares 34,065 $4.31M 1.64% -86 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 87,581 shares; 2024Q3: 91,203 shares; 2024Q4: 146,602 shares; 2025Q1: 151,755 shares; 2025Q2: 155,922 shares; 2025Q3: 166,208 shares; 2025Q4: 165,719 shares; 2026Q1: 169,983 shares 169,983 $4.3M 1.63% +4,264 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 87,940 shares; 2024Q3: 87,421 shares; 2024Q4: 88,156 shares; 2025Q1: 89,518 shares; 2025Q2: 88,973 shares; 2025Q3: 91,279 shares; 2025Q4: 90,600 shares; 2026Q1: 90,031 shares 90,031 $4.14M 1.57% -569 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 25,967 shares; 2024Q4: 25,284 shares; 2025Q1: 28,527 shares; 2025Q2: 29,413 shares; 2025Q3: 30,466 shares; 2025Q4: 32,702 shares; 2026Q1: 33,145 shares 33,145 $4.02M 1.53% +443 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 80,611 shares; 2024Q3: 81,843 shares; 2024Q4: 81,263 shares; 2025Q1: 82,998 shares; 2025Q2: 83,756 shares; 2025Q3: 86,081 shares; 2025Q4: 87,697 shares; 2026Q1: 87,459 shares 87,459 $3.88M 1.47% -238 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; 2024Q2: 18,664 shares; 2024Q3: 18,447 shares; 2024Q4: 18,383 shares; 2025Q1: 18,386 shares; 2025Q2: 19,047 shares; 2025Q3: 19,143 shares; 2025Q4: 19,191 shares; 2026Q1: 19,339 shares 19,339 $3.75M 1.43% +148 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 181,499 shares 181,499 $3.7M 1.41% new 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; 2024Q2: 13,970 shares; 2024Q3: 13,972 shares; 2024Q4: 14,409 shares; 2025Q1: 14,335 shares; 2025Q2: 14,059 shares; 2025Q3: 13,996 shares; 2025Q4: 13,958 shares; 2026Q1: 10,136 shares 10,136 $3.33M 1.27% -3,822 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; 2024Q2: 24,636 shares; 2024Q3: 25,202 shares; 2024Q4: 26,197 shares; 2025Q1: 27,986 shares; 2025Q2: 28,500 shares; 2025Q3: 29,019 shares; 2025Q4: 32,030 shares; 2026Q1: 32,213 shares 32,213 $3.17M 1.2% +183 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 31,218 shares; 2024Q3: 31,688 shares; 2024Q4: 31,259 shares; 2025Q1: 30,581 shares; 2025Q2: 30,383 shares; 2025Q3: 31,926 shares; 2025Q4: 33,005 shares; 2026Q1: 33,713 shares 33,713 $3.11M 1.18% +708 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,129 shares; 2024Q3: 9,086 shares; 2024Q4: 9,315 shares; 2025Q1: 10,526 shares; 2025Q2: 10,604 shares; 2025Q3: 10,663 shares; 2025Q4: 11,015 shares; 2026Q1: 11,804 shares 11,804 $3M 1.14% +789 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 80,344 shares; 2025Q1: 86,472 shares; 2025Q2: 88,337 shares; 2025Q3: 104,815 shares; 2025Q4: 104,858 shares; 2026Q1: 105,106 shares 105,106 $2.72M 1.03% +248 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 27,222 shares; 2024Q3: 27,198 shares; 2024Q4: 27,467 shares; 2025Q1: 28,112 shares; 2025Q2: 29,002 shares; 2025Q3: 28,955 shares; 2025Q4: 29,243 shares; 2026Q1: 28,171 shares 28,171 $2.44M 0.93% -1,072 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 46,246 shares; 2024Q3: 46,520 shares; 2024Q4: 47,775 shares; 2025Q1: 52,537 shares; 2025Q2: 52,414 shares; 2025Q3: 59,116 shares; 2025Q4: 61,356 shares; 2026Q1: 63,049 shares 63,049 $2.35M 0.89% +1,693 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,813 shares 6,813 $2.3M 0.87% new Timeline BAB 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; 2024Q2: 75,309 shares; 2024Q3: 76,310 shares; 2024Q4: 76,672 shares; 2025Q1: 75,462 shares; 2025Q2: 78,800 shares; 2025Q3: 81,380 shares; 2025Q4: 80,748 shares; 2026Q1: 81,363 shares 81,363 $2.19M 0.83% +615 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; 2024Q2: 20,752 shares; 2024Q3: 21,054 shares; 2024Q4: 20,125 shares; 2025Q1: 18,512 shares; 2025Q2: 18,033 shares; 2025Q3: 8,471 shares; 2025Q4: 8,440 shares; 2026Q1: 8,399 shares 8,399 $2.04M 0.77% -41 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 808 shares; 2024Q3: 768 shares; 2024Q4: 738 shares; 2025Q1: 709 shares; 2025Q2: 837 shares; 2025Q3: 801 shares; 2025Q4: 740 shares; 2026Q1: 5,484 shares 5,484 $1.7M 0.65% +4,744 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 30,243 shares; 2025Q1: 32,871 shares; 2025Q2: 33,362 shares; 2025Q3: 32,927 shares; 2025Q4: 35,403 shares; 2026Q1: 45,442 shares 45,442 $1.67M 0.64% +10,039 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,335 shares 8,335 $1.66M 0.63% new Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,237 shares 63,237 $1.65M 0.63% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,087 shares; 2024Q3: 4,268 shares; 2024Q4: 4,307 shares; 2025Q1: 4,235 shares; 2025Q2: 4,266 shares; 2025Q3: 4,488 shares; 2025Q4: 4,468 shares; 2026Q1: 4,476 shares 4,476 $1.63M 0.62% +8 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,709 shares 19,709 $1.55M 0.59% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,724 shares 23,724 $1.49M 0.57% new 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; 2024Q2: 71,905 shares; 2024Q3: 75,876 shares; 2024Q4: 77,678 shares; 2025Q1: 77,604 shares; 2025Q2: 78,984 shares; 2025Q3: 79,351 shares; 2025Q4: 79,053 shares; 2026Q1: 82,466 shares 82,466 $1.45M 0.55% +3,413 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,101 shares 7,101 $1.44M 0.55% new Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 48,159 shares; 2024Q3: 44,202 shares; 2024Q4: 45,072 shares; 2025Q1: 45,482 shares; 2025Q2: 46,001 shares; 2025Q3: 46,397 shares; 2025Q4: 46,058 shares; 2026Q1: 46,263 shares 46,263 $1.36M 0.52% +205 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 60,707 shares; 2024Q3: 58,608 shares; 2024Q4: 59,152 shares; 2025Q1: 58,693 shares; 2025Q2: 59,477 shares; 2025Q3: 59,362 shares; 2025Q4: 57,597 shares; 2026Q1: 51,811 shares 51,811 $1.33M 0.5% -5,786 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; 2024Q2: 15,631 shares; 2024Q3: 15,397 shares; 2024Q4: 16,184 shares; 2025Q1: 16,603 shares; 2025Q2: 16,612 shares; 2025Q3: 16,510 shares; 2025Q4: 15,560 shares; 2026Q1: 15,482 shares 15,482 $1.18M 0.45% -78 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,591 shares 21,591 $1.14M 0.43% new Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 50,265 shares; 2024Q3: 48,228 shares; 2024Q4: 50,511 shares; 2025Q1: 51,506 shares; 2025Q2: 51,912 shares; 2025Q3: 52,345 shares; 2025Q4: 51,062 shares; 2026Q1: 44,454 shares 44,454 $1.13M 0.43% -6,608 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,735 shares; 2026Q1: 5,385 shares 5,385 $1.13M 0.43% +3,650 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,729 shares; 2024Q3: 1,764 shares; 2024Q4: 1,804 shares; 2025Q1: 1,921 shares; 2025Q2: 1,957 shares; 2025Q3: 1,992 shares; 2025Q4: 10,326 shares; 2026Q1: 10,716 shares 10,716 $1.12M 0.43% +390 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,673 shares 34,673 $1.1M 0.42% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,684 shares; 2024Q3: 5,652 shares; 2024Q4: 5,668 shares; 2025Q1: 6,105 shares; 2025Q2: 5,971 shares; 2025Q3: 5,931 shares; 2025Q4: 5,870 shares; 2026Q1: 2,944 shares 2,944 $1.09M 0.42% -2,926 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 936 shares 936 $1.08M 0.41% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,088 shares 1,088 $1.08M 0.41% new Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 47,378 shares; 2024Q3: 45,672 shares; 2024Q4: 47,274 shares; 2025Q1: 46,606 shares; 2025Q2: 47,520 shares; 2025Q3: 46,985 shares; 2025Q4: 46,090 shares; 2026Q1: 42,263 shares 42,263 $1.08M 0.41% -3,827 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,857 shares; 2024Q3: 11,926 shares; 2024Q4: 15,212 shares; 2025Q1: 15,136 shares; 2025Q2: 15,342 shares; 2025Q3: 15,182 shares; 2025Q4: 14,998 shares; 2026Q1: 5,819 shares 5,819 $1.06M 0.4% -9,179 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,829 shares 11,829 $1.02M 0.39% new 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,033 shares 13,033 $998K 0.38% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,020 shares 2,020 $993K 0.38% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,763 shares; 2024Q3: 8,785 shares; 2024Q4: 8,987 shares; 2025Q1: 8,902 shares; 2025Q2: 8,795 shares; 2025Q3: 8,716 shares; 2025Q4: 7,855 shares; 2026Q1: 3,122 shares 3,122 $944K 0.36% -4,733 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,510 shares; 2024Q3: 10,141 shares; 2024Q4: 9,805 shares; 2025Q1: 9,609 shares; 2025Q2: 9,695 shares; 2025Q3: 7,992 shares; 2025Q4: 7,480 shares; 2026Q1: 7,480 shares 7,480 $930K 0.35% 0 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; 2024Q2: 3,485 shares; 2024Q3: 3,627 shares; 2024Q4: 3,724 shares; 2025Q1: 3,924 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,360 shares 3,360 $909K 0.35% new 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,449 shares 16,449 $824K 0.31% new Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,740 shares 15,740 $823K 0.31% new 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; 2024Q2: 882 shares; 2024Q3: 1,263 shares; 2024Q4: 1,254 shares; 2025Q1: 1,285 shares; 2025Q2: 1,300 shares; 2025Q3: 1,374 shares; 2025Q4: 1,376 shares; 2026Q1: 1,363 shares 1,363 $814K 0.31% -13 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; 2024Q2: 4,741 shares; 2024Q3: 4,887 shares; 2024Q4: 4,983 shares; 2025Q1: 5,025 shares; 2025Q2: 4,945 shares; 2025Q3: 5,009 shares; 2025Q4: 4,998 shares; 2026Q1: 2,082 shares 2,082 $813K 0.31% -2,916 Timeline 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,173 shares; 2025Q1: 5,764 shares; 2025Q2: 6,194 shares; 2025Q3: 6,661 shares; 2025Q4: 7,294 shares; 2026Q1: 11,444 shares 11,444 $812K 0.31% +4,150 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,638 shares; 2024Q3: 5,638 shares; 2024Q4: 5,445 shares; 2025Q1: 5,565 shares; 2025Q2: 5,365 shares; 2025Q3: 5,365 shares; 2025Q4: 5,415 shares; 2026Q1: 5,415 shares 5,415 $784K 0.3% 0 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,390 shares 20,390 $759K 0.29% new Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 17,002 shares; 2024Q3: 16,593 shares; 2024Q4: 16,636 shares; 2025Q1: 15,972 shares; 2025Q2: 16,339 shares; 2025Q3: 16,349 shares; 2025Q4: 16,349 shares; 2026Q1: 18,723 shares 18,723 $752K 0.29% +2,374 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,319 shares; 2024Q3: 4,182 shares; 2024Q4: 4,390 shares; 2025Q1: 4,560 shares; 2025Q2: 4,499 shares; 2025Q3: 4,444 shares; 2025Q4: 4,524 shares; 2026Q1: 1,770 shares 1,770 $738K 0.28% -2,754 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; 2024Q2: 17,642 shares; 2024Q3: 11,952 shares; 2024Q4: 12,480 shares; 2025Q1: 12,627 shares; 2025Q2: 12,690 shares; 2025Q3: 12,519 shares; 2025Q4: 12,313 shares; 2026Q1: 4,599 shares 4,599 $734K 0.28% -7,714 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,313 shares; 2025Q1: 2,347 shares; 2025Q2: 2,352 shares; 2025Q3: 2,329 shares; 2025Q4: 2,304 shares; 2026Q1: 727 shares 727 $699K 0.27% -1,577 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; 2024Q2: 14,332 shares; 2024Q3: 17,270 shares; 2024Q4: 17,688 shares; 2025Q1: 18,435 shares; 2025Q2: 19,192 shares; 2025Q3: 19,343 shares; 2025Q4: 19,735 shares; 2026Q1: 20,920 shares 20,920 $698K 0.27% +1,185 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 14,637 shares; 2024Q3: 12,215 shares; 2024Q4: 27,516 shares; 2025Q1: 29,551 shares; 2025Q2: 31,576 shares; 2025Q3: 31,525 shares; 2025Q4: 31,758 shares; 2026Q1: 27,476 shares 27,476 $697K 0.26% -4,282 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,069 shares; 2024Q3: 4,328 shares; 2024Q4: 4,467 shares; 2025Q1: 4,621 shares; 2025Q2: 4,413 shares; 2025Q3: 4,340 shares; 2025Q4: 4,306 shares; 2026Q1: 1,223 shares 1,223 $689K 0.26% -3,083 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,165 shares 3,165 $671K 0.25% new 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; 2024Q2: 808 shares; 2024Q3: 715 shares; 2024Q4: 715 shares; 2025Q1: 715 shares; 2025Q2: 715 shares; 2025Q3: 715 shares; 2025Q4: 715 shares; 2026Q1: 715 shares 715 $658K 0.25% 0 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,250 shares; 2025Q2: 16,746 shares; 2025Q3: 18,080 shares; 2025Q4: 18,080 shares; 2026Q1: 17,392 shares 17,392 $624K 0.24% -688 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 36,184 shares; 2024Q3: 36,469 shares; 2024Q4: 66,845 shares; 2025Q1: 36,462 shares; 2025Q2: 5,743 shares; 2025Q3: 5,556 shares; 2025Q4: 5,519 shares; 2026Q1: 5,410 shares 5,410 $608K 0.23% -109 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; 2024Q2: 2,094 shares; 2024Q3: 1,884 shares; 2024Q4: 2,299 shares; 2025Q1: 2,213 shares; 2025Q2: 2,062 shares; 2025Q3: 2,063 shares; 2025Q4: 2,063 shares; 2026Q1: 2,063 shares 2,063 $607K 0.23% 0 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,851 shares 17,851 $548K 0.21% new Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,567 shares; 2024Q3: 11,349 shares; 2024Q4: 11,559 shares; 2025Q1: 12,226 shares; 2025Q2: 12,632 shares; 2025Q3: 13,020 shares; 2025Q4: 12,974 shares; 2026Q1: 12,872 shares 12,872 $548K 0.21% -102 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 15,093 shares; 2024Q3: 14,029 shares; 2024Q4: 16,495 shares; 2025Q1: 14,941 shares; 2025Q2: 13,632 shares; 2025Q3: 12,575 shares; 2025Q4: 12,225 shares; 2026Q1: 10,741 shares 10,741 $544K 0.21% -1,484 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,999 shares; 2024Q3: 7,315 shares; 2024Q4: 37,309 shares; 2025Q1: 37,889 shares; 2025Q2: 38,858 shares; 2025Q3: 38,182 shares; 2025Q4: 38,126 shares; 2026Q1: 11,794 shares 11,794 $534K 0.2% -26,332 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,806 shares; 2025Q2: 4,806 shares; 2025Q3: 6,743 shares; 2025Q4: 6,743 shares; 2026Q1: 5,879 shares 5,879 $518K 0.2% -864 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 13,110 shares; 2024Q3: 794 shares; 2024Q4: 1,796 shares; 2025Q1: 1,798 shares; 2025Q2: 1,461 shares; 2025Q3: 1,461 shares; 2025Q4: 1,461 shares; 2026Q1: 1,461 shares 1,461 $514K 0.2% 0 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,023 shares 2,023 $507K 0.19% new Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 29,218 shares; 2024Q3: 29,915 shares; 2024Q4: 29,420 shares; 2025Q1: 32,574 shares; 2025Q2: 33,380 shares; 2025Q3: 32,623 shares; 2025Q4: 32,573 shares; 2026Q1: 9,659 shares 9,659 $500K 0.19% -22,914 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; 2024Q2: 2,879 shares; 2024Q3: 2,843 shares; 2024Q4: 2,843 shares; 2025Q1: 2,843 shares; 2025Q2: 2,843 shares; 2025Q3: 2,843 shares; 2025Q4: 2,843 shares; 2026Q1: 2,843 shares 2,843 $482K 0.18% 0 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,070 shares; 2024Q3: 16,020 shares; 2024Q4: 18,777 shares; 2025Q1: 27,146 shares; 2025Q2: 26,797 shares; 2025Q3: 21,001 shares; 2025Q4: 21,001 shares; 2026Q1: 21,001 shares 21,001 $481K 0.18% 0 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; 2024Q2: 107,358 shares; 2024Q3: 108,805 shares; 2024Q4: 107,247 shares; 2025Q1: 106,853 shares; 2025Q2: 105,922 shares; 2025Q3: 105,733 shares; 2025Q4: 106,133 shares; 2026Q1: 10,505 shares 10,505 $471K 0.18% -95,628 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 23,228 shares; 2025Q1: not reported; 2025Q2: 9,083 shares; 2025Q3: 9,083 shares; 2025Q4: 9,083 shares; 2026Q1: 9,083 shares 9,083 $413K 0.16% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,920 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,890 shares; 2025Q4: 1,890 shares; 2026Q1: 1,890 shares 1,890 $404K 0.15% 0 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,476 shares; 2024Q3: 16,416 shares; 2024Q4: 19,230 shares; 2025Q1: 23,863 shares; 2025Q2: 23,461 shares; 2025Q3: 17,511 shares; 2025Q4: 17,511 shares; 2026Q1: 17,511 shares 17,511 $393K 0.15% 0 Timeline ITAN EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,375 shares; 2025Q3: 10,489 shares; 2025Q4: 10,460 shares; 2026Q1: 10,620 shares 10,620 $381K 0.14% +160 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 14,184 shares; 2024Q3: 14,350 shares; 2024Q4: 17,972 shares; 2025Q1: 23,266 shares; 2025Q2: 22,943 shares; 2025Q3: 16,915 shares; 2025Q4: 16,915 shares; 2026Q1: 16,915 shares 16,915 $377K 0.14% 0 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,965 shares; 2025Q2: 4,989 shares; 2025Q3: 5,142 shares; 2025Q4: 5,260 shares; 2026Q1: 4,874 shares 4,874 $369K 0.14% -386 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,143 shares; 2025Q1: 13,117 shares; 2025Q2: 13,772 shares; 2025Q3: 13,700 shares; 2025Q4: 13,700 shares; 2026Q1: 14,160 shares 14,160 $366K 0.14% +460 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 19,371 shares; 2025Q1: 23,908 shares; 2025Q2: 22,790 shares; 2025Q3: 16,651 shares; 2025Q4: 16,651 shares; 2026Q1: 16,651 shares 16,651 $364K 0.14% 0 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,592 shares 7,592 $352K 0.13% new 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; 2024Q2: not reported; 2024Q3: 3,327 shares; 2024Q4: 6,232 shares; 2025Q1: 5,691 shares; 2025Q2: 4,952 shares; 2025Q3: 4,967 shares; 2025Q4: 4,853 shares; 2026Q1: 4,846 shares 4,846 $345K 0.13% -7 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,952 shares 3,952 $318K 0.12% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,814 shares; 2024Q3: 2,879 shares; 2024Q4: 3,063 shares; 2025Q1: 3,197 shares; 2025Q2: 3,219 shares; 2025Q3: 3,167 shares; 2025Q4: 3,264 shares; 2026Q1: 731 shares 731 $316K 0.12% -2,533 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,758 shares; 2024Q3: 4,854 shares; 2024Q4: 5,004 shares; 2025Q1: 5,127 shares; 2025Q2: 5,137 shares; 2025Q3: 5,085 shares; 2025Q4: 5,032 shares; 2026Q1: 1,073 shares 1,073 $305K 0.12% -3,959 Timeline JMUB 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,792 shares 5,792 $290K 0.11% new 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,448 shares; 2026Q1: 2,448 shares 2,448 $272K 0.1% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 24,180 shares; 2024Q3: 24,308 shares; 2024Q4: 24,974 shares; 2025Q1: 3,737 shares; 2025Q2: 3,062 shares; 2025Q3: 3,050 shares; 2025Q4: 2,951 shares; 2026Q1: 2,892 shares 2,892 $272K 0.1% -59 Timeline FLV 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,372 shares; 2025Q2: 3,185 shares; 2025Q3: 3,489 shares; 2025Q4: 3,419 shares; 2026Q1: 3,445 shares 3,445 $264K 0.1% +26 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,616 shares 5,616 $251K 0.1% new 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; 2024Q2: 1,680 shares; 2024Q3: 1,680 shares; 2024Q4: 1,680 shares; 2025Q1: 1,680 shares; 2025Q2: 1,680 shares; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares; 2026Q1: 1,680 shares 1,680 $245K 0.09% 0 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,452 shares 4,452 $245K 0.09% new 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; 2024Q2: 429 shares; 2024Q3: 429 shares; 2024Q4: 429 shares; 2025Q1: 405 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 365 shares; 2026Q1: 365 shares 365 $237K 0.09% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,757 shares; 2024Q3: 3,972 shares; 2024Q4: 4,075 shares; 2025Q1: 4,218 shares; 2025Q2: 4,244 shares; 2025Q3: 4,111 shares; 2025Q4: 4,324 shares; 2026Q1: 527 shares 527 $235K 0.09% -3,797 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 827 shares; 2026Q1: 804 shares 804 $231K 0.09% -23 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: not reported; 2026Q1: 375 shares 375 $216K 0.08% new 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,857 shares 5,857 $209K 0.08% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,012 shares; 2024Q3: 6,760 shares; 2024Q4: 6,837 shares; 2025Q1: 7,103 shares; 2025Q2: 7,127 shares; 2025Q3: 7,055 shares; 2025Q4: 7,122 shares; 2026Q1: 1,102 shares 1,102 $206K 0.08% -6,020 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; 2024Q2: 27,751 shares; 2024Q3: 31,307 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,494 shares; 2025Q3: 3,471 shares; 2025Q4: 5,307 shares; 2026Q1: 5,307 shares 5,307 $204K 0.08% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,272 shares 4,272 $201K 0.08% new Timeline