YOKE 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: not reported; 2024Q4: not reported; 2025Q1: 7,574,160 shares; 2025Q2: 7,684,051 shares; 2025Q3: 7,444,235 shares; 2025Q4: 7,414,194 shares; 2026Q1: 7,264,021 shares; 2026Q2: 7,220,911 shares 7,220,911 $235M 60.4% -43,110 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: 149,201 shares; 2024Q4: 150,704 shares; 2025Q1: 141,950 shares; 2025Q2: 127,694 shares; 2025Q3: 133,026 shares; 2025Q4: 136,262 shares; 2026Q1: 158,802 shares; 2026Q2: 285,976 shares 285,976 $14.4M 3.7% +127,174 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: 32,338 shares; 2024Q4: 37,050 shares; 2025Q1: 45,204 shares; 2025Q2: 51,280 shares; 2025Q3: 82,342 shares; 2025Q4: 99,521 shares; 2026Q1: 118,356 shares; 2026Q2: 128,920 shares 128,920 $9.89M 2.54% +10,564 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,013 shares; 2024Q4: 153,016 shares; 2025Q1: 207,324 shares; 2025Q2: 213,434 shares; 2025Q3: 219,026 shares; 2025Q4: 234,462 shares; 2026Q1: 238,905 shares; 2026Q2: 245,920 shares 245,920 $9.49M 2.44% +7,015 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: 14,334 shares; 2024Q4: 14,433 shares; 2025Q1: 18,915 shares; 2025Q2: 18,909 shares; 2025Q3: 18,832 shares; 2025Q4: 18,657 shares; 2026Q1: 18,437 shares; 2026Q2: 18,440 shares 18,440 $6.79M 1.74% +3 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: 92,601 shares; 2024Q4: 95,719 shares; 2025Q1: 94,577 shares; 2025Q2: 94,525 shares; 2025Q3: 95,514 shares; 2025Q4: 87,670 shares; 2026Q1: 66,560 shares; 2026Q2: 63,480 shares 63,480 $5.82M 1.49% -3,080 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,832 shares; 2024Q4: 143,794 shares; 2025Q1: 151,166 shares; 2025Q2: 147,339 shares; 2025Q3: 142,910 shares; 2025Q4: 147,091 shares; 2026Q1: 152,706 shares; 2026Q2: 152,655 shares 152,655 $5.53M 1.42% -51 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: 184,744 shares; 2024Q4: 145,305 shares; 2025Q1: 206,027 shares; 2025Q2: 230,173 shares; 2025Q3: 145,788 shares; 2025Q4: 139,387 shares; 2026Q1: 163,829 shares; 2026Q2: 154,434 shares 154,434 $3.57M 0.92% -9,395 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: 14,768 shares; 2024Q4: 12,574 shares; 2025Q1: 15,323 shares; 2025Q2: 17,247 shares; 2025Q3: 17,731 shares; 2025Q4: 17,794 shares; 2026Q1: 17,401 shares; 2026Q2: 17,539 shares 17,539 $3.51M 0.9% +138 Timeline MUNI 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: 99,633 shares; 2024Q4: 84,677 shares; 2025Q1: 89,342 shares; 2025Q2: 38,862 shares; 2025Q3: 39,043 shares; 2025Q4: 44,217 shares; 2026Q1: 57,272 shares; 2026Q2: 60,895 shares 60,895 $3.2M 0.82% +3,623 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,470 shares; 2024Q4: 51,683 shares; 2025Q1: 55,562 shares; 2025Q2: 57,905 shares; 2025Q3: 57,024 shares; 2025Q4: 58,738 shares; 2026Q1: 59,860 shares; 2026Q2: 59,633 shares 59,633 $3.04M 0.78% -227 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: 6,699 shares; 2024Q4: 7,291 shares; 2025Q1: 9,071 shares; 2025Q2: 9,946 shares; 2025Q3: 10,313 shares; 2025Q4: 10,363 shares; 2026Q1: 10,396 shares; 2026Q2: 10,477 shares 10,477 $3.03M 0.78% +81 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,155 shares; 2024Q4: 106,155 shares; 2025Q1: 79,448 shares; 2025Q2: 79,654 shares; 2025Q3: 79,767 shares; 2025Q4: 79,891 shares; 2026Q1: 80,245 shares; 2026Q2: 80,599 shares 80,599 $2.79M 0.72% +354 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,579 shares; 2025Q2: 25,915 shares; 2025Q3: 26,890 shares; 2025Q4: 30,855 shares; 2026Q1: 29,071 shares; 2026Q2: 25,058 shares 25,058 $2.7M 0.69% -4,013 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: 75,124 shares; 2024Q4: 84,085 shares; 2025Q1: 94,815 shares; 2025Q2: 65,280 shares; 2025Q3: 69,322 shares; 2025Q4: 63,649 shares; 2026Q1: 56,732 shares; 2026Q2: 52,340 shares 52,340 $2.64M 0.68% -4,392 Timeline CCNR 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 68,962 shares 68,962 $2.57M 0.66% new 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: 5,420 shares; 2024Q4: 5,649 shares; 2025Q1: 6,181 shares; 2025Q2: 6,644 shares; 2025Q3: 6,948 shares; 2025Q4: 6,904 shares; 2026Q1: 6,756 shares; 2026Q2: 6,801 shares 6,801 $2.43M 0.62% +45 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: 4,314 shares; 2024Q4: 4,453 shares; 2025Q1: 5,434 shares; 2025Q2: 5,811 shares; 2025Q3: 5,936 shares; 2025Q4: 5,943 shares; 2026Q1: 6,088 shares; 2026Q2: 6,235 shares 6,235 $2.33M 0.6% +147 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,169 shares; 2025Q4: 1,154 shares; 2026Q1: 1,118 shares; 2026Q2: 1,133 shares 1,133 $2.25M 0.58% +15 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: 6,494 shares; 2024Q4: 6,674 shares; 2025Q1: 7,744 shares; 2025Q2: 8,510 shares; 2025Q3: 8,756 shares; 2025Q4: 9,006 shares; 2026Q1: 8,947 shares; 2026Q2: 9,275 shares 9,275 $2.21M 0.57% +328 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: 3,124 shares; 2024Q4: 3,229 shares; 2025Q1: 3,580 shares; 2025Q2: 3,849 shares; 2025Q3: 3,930 shares; 2025Q4: 3,943 shares; 2026Q1: 4,141 shares; 2026Q2: 4,328 shares 4,328 $2.17M 0.56% +187 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: 7,240 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,975 shares; 2026Q1: 63,090 shares; 2026Q2: 42,548 shares 42,548 $2.15M 0.55% -20,542 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: 6,106 shares; 2024Q4: 6,280 shares; 2025Q1: 6,687 shares; 2025Q2: 7,432 shares; 2025Q3: 7,656 shares; 2025Q4: 7,478 shares; 2026Q1: 7,372 shares; 2026Q2: 7,656 shares 7,656 $1.94M 0.5% +284 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: 13,788 shares; 2024Q4: 13,786 shares; 2025Q1: 1,280 shares; 2025Q2: not reported; 2025Q3: 10,288 shares; 2025Q4: 9,997 shares; 2026Q1: 9,559 shares; 2026Q2: 7,906 shares 7,906 $1.73M 0.45% -1,653 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,538 shares; 2024Q4: 9,144 shares; 2025Q1: 8,394 shares; 2025Q2: 9,561 shares; 2025Q3: 9,963 shares; 2025Q4: 9,811 shares; 2026Q1: 10,591 shares; 2026Q2: 11,067 shares 11,067 $1.73M 0.45% +476 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: 4,305 shares; 2024Q4: 4,326 shares; 2025Q1: 4,352 shares; 2025Q2: 4,674 shares; 2025Q3: 4,726 shares; 2025Q4: 4,424 shares; 2026Q1: 4,210 shares; 2026Q2: 4,201 shares 4,201 $1.59M 0.41% -9 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,722 shares; 2024Q4: 2,991 shares; 2025Q1: 4,935 shares; 2025Q2: 5,734 shares; 2025Q3: 6,363 shares; 2025Q4: 6,640 shares; 2026Q1: 6,827 shares; 2026Q2: 6,992 shares 6,992 $1.51M 0.39% +165 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: 1,518 shares; 2024Q4: 1,704 shares; 2025Q1: 2,052 shares; 2025Q2: 2,371 shares; 2025Q3: 2,457 shares; 2025Q4: 2,481 shares; 2026Q1: 2,534 shares; 2026Q2: 2,680 shares 2,680 $1.51M 0.39% +146 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: 85,439 shares; 2024Q4: 84,713 shares; 2025Q1: 9,431 shares; 2025Q2: 8,474 shares; 2025Q3: 18,426 shares; 2025Q4: 18,430 shares; 2026Q1: 17,365 shares; 2026Q2: 15,443 shares 15,443 $1.49M 0.38% -1,922 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: 5,580 shares; 2024Q4: 6,084 shares; 2025Q1: 7,885 shares; 2025Q2: 8,491 shares; 2025Q3: 8,861 shares; 2025Q4: 8,784 shares; 2026Q1: 8,968 shares; 2026Q2: 9,651 shares 9,651 $1.46M 0.38% +683 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: 9,988 shares; 2024Q4: 11,059 shares; 2025Q1: 13,478 shares; 2025Q2: 14,881 shares; 2025Q3: 15,563 shares; 2025Q4: 15,678 shares; 2026Q1: 17,212 shares; 2026Q2: 17,691 shares 17,691 $1.44M 0.37% +479 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS 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: 10,073 shares 10,073 $1.38M 0.35% 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; 2024Q3: 2,112 shares; 2024Q4: 2,221 shares; 2025Q1: 2,821 shares; 2025Q2: 3,179 shares; 2025Q3: 3,248 shares; 2025Q4: 3,266 shares; 2026Q1: 3,594 shares; 2026Q2: 3,866 shares 3,866 $1.36M 0.35% +272 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: 61,359 shares; 2024Q4: 61,597 shares; 2025Q1: 2,639 shares; 2025Q2: 2,242 shares; 2025Q3: 1,884 shares; 2025Q4: 2,249 shares; 2026Q1: 1,821 shares; 2026Q2: 1,814 shares 1,814 $1.34M 0.34% -7 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,736 shares; 2024Q4: 6,174 shares; 2025Q1: 8,462 shares; 2025Q2: 9,877 shares; 2025Q3: 10,358 shares; 2025Q4: 10,199 shares; 2026Q1: 10,543 shares; 2026Q2: 11,116 shares 11,116 $1.34M 0.34% +573 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: 10,463 shares; 2024Q4: 10,480 shares; 2025Q1: 2,137 shares; 2025Q2: 1,858 shares; 2025Q3: 1,864 shares; 2025Q4: 1,835 shares; 2026Q1: 1,811 shares; 2026Q2: 1,778 shares 1,778 $1.33M 0.34% -33 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: 1,370 shares; 2024Q4: 1,450 shares; 2025Q1: 2,024 shares; 2025Q2: 2,275 shares; 2025Q3: 2,380 shares; 2025Q4: 2,367 shares; 2026Q1: 2,417 shares; 2026Q2: 2,601 shares 2,601 $1.33M 0.34% +184 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,799 shares; 2025Q2: 6,242 shares; 2025Q3: 6,521 shares; 2025Q4: 6,399 shares; 2026Q1: 6,922 shares; 2026Q2: 7,130 shares 7,130 $1.32M 0.34% +208 Timeline BOXX 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: 9,842 shares; 2024Q4: 9,842 shares; 2025Q1: 9,842 shares; 2025Q2: 11,618 shares; 2025Q3: 11,229 shares; 2025Q4: 11,196 shares; 2026Q1: 11,196 shares; 2026Q2: 11,160 shares 11,160 $1.31M 0.34% -36 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: 4,918 shares; 2024Q4: 5,288 shares; 2025Q1: 6,358 shares; 2025Q2: 6,915 shares; 2025Q3: 7,313 shares; 2025Q4: 7,420 shares; 2026Q1: 8,220 shares; 2026Q2: 8,891 shares 8,891 $1.3M 0.33% +671 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: 4,810 shares; 2024Q4: 4,853 shares; 2025Q1: 4,725 shares; 2025Q2: 4,768 shares; 2025Q3: 4,822 shares; 2025Q4: 4,932 shares; 2026Q1: 4,967 shares; 2026Q2: 5,002 shares 5,002 $1.26M 0.32% +35 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: 14,060 shares; 2024Q4: 12,748 shares; 2025Q1: 1,902 shares; 2025Q2: 2,098 shares; 2025Q3: 1,835 shares; 2025Q4: 2,661 shares; 2026Q1: 3,290 shares; 2026Q2: 1,782 shares 1,782 $1.22M 0.31% -1,508 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: 4,481 shares; 2024Q4: 4,827 shares; 2025Q1: 6,672 shares; 2025Q2: 8,078 shares; 2025Q3: 8,109 shares; 2025Q4: 8,377 shares; 2026Q1: 8,805 shares; 2026Q2: 9,326 shares 9,326 $1.21M 0.31% +521 Timeline SPMO 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: 244,784 shares; 2024Q4: 255,603 shares; 2025Q1: 5,317 shares; 2025Q2: 1,946 shares; 2025Q3: 9,308 shares; 2025Q4: 11,152 shares; 2026Q1: 8,919 shares; 2026Q2: 7,470 shares 7,470 $1.21M 0.31% -1,449 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 852 shares; 2026Q2: 875 shares 875 $1.19M 0.31% +23 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224 shares; 2024Q4: 235 shares; 2025Q1: 276 shares; 2025Q2: 303 shares; 2025Q3: 311 shares; 2025Q4: 312 shares; 2026Q1: 344 shares; 2026Q2: 370 shares 370 $1.18M 0.3% +26 Timeline SCHQ 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: 18,349 shares; 2025Q4: 23,806 shares; 2026Q1: 34,937 shares; 2026Q2: 36,926 shares 36,926 $1.16M 0.3% +1,989 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,508 shares; 2025Q2: 1,777 shares; 2025Q3: 1,875 shares; 2025Q4: 1,946 shares; 2026Q1: 2,062 shares; 2026Q2: 2,241 shares 2,241 $1.15M 0.3% +179 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: 2,740 shares; 2024Q4: 2,886 shares; 2025Q1: 3,826 shares; 2025Q2: 4,382 shares; 2025Q3: 4,539 shares; 2025Q4: 4,652 shares; 2026Q1: 4,778 shares; 2026Q2: 5,175 shares 5,175 $1.14M 0.29% +397 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: 1,485 shares; 2024Q4: 1,527 shares; 2025Q1: 2,006 shares; 2025Q2: 2,252 shares; 2025Q3: 2,326 shares; 2025Q4: 2,336 shares; 2026Q1: 2,318 shares; 2026Q2: 2,499 shares 2,499 $1.13M 0.29% +181 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 15,197 shares; 2026Q1: 17,074 shares; 2026Q2: 18,734 shares 18,734 $1.13M 0.29% +1,660 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: not reported; 2025Q2: 2,875 shares; 2025Q3: 2,890 shares; 2025Q4: 2,834 shares; 2026Q1: 2,618 shares; 2026Q2: 2,599 shares 2,599 $1.13M 0.29% -19 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 354 shares; 2026Q1: 1,207 shares; 2026Q2: 1,289 shares 1,289 $1.07M 0.27% +82 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: 7,173 shares; 2024Q4: 7,198 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,889 shares; 2025Q4: 3,938 shares; 2026Q1: 3,783 shares; 2026Q2: 3,092 shares 3,092 $1.06M 0.27% -691 Timeline ANGL 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: 16,872 shares; 2025Q4: 21,446 shares; 2026Q1: 37,003 shares; 2026Q2: 35,706 shares 35,706 $1.04M 0.27% -1,297 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: 1,360 shares; 2024Q4: 1,434 shares; 2025Q1: 1,853 shares; 2025Q2: 2,056 shares; 2025Q3: 2,136 shares; 2025Q4: 2,150 shares; 2026Q1: 2,300 shares; 2026Q2: 2,486 shares 2,486 $1.01M 0.26% +186 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: 32,390 shares; 2024Q4: 38,890 shares; 2025Q1: 28,947 shares; 2025Q2: 30,113 shares; 2025Q3: 29,864 shares; 2025Q4: 28,752 shares; 2026Q1: 27,740 shares; 2026Q2: 27,352 shares 27,352 $1.01M 0.26% -388 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: 1,649 shares; 2024Q4: 1,754 shares; 2025Q1: 2,186 shares; 2025Q2: 2,653 shares; 2025Q3: 2,655 shares; 2025Q4: 2,727 shares; 2026Q1: 2,707 shares; 2026Q2: 2,709 shares 2,709 $957K 0.25% +2 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: 9,273 shares; 2024Q4: 9,273 shares; 2025Q1: 8,078 shares; 2025Q2: 8,629 shares; 2025Q3: 8,745 shares; 2025Q4: 8,393 shares; 2026Q1: 8,422 shares; 2026Q2: 8,205 shares 8,205 $929K 0.24% -217 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: 314,085 shares; 2024Q4: 320,797 shares; 2025Q1: 15,413 shares; 2025Q2: 10,075 shares; 2025Q3: 9,577 shares; 2025Q4: 8,991 shares; 2026Q1: 8,778 shares; 2026Q2: 8,650 shares 8,650 $899K 0.23% -128 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,765 shares; 2024Q4: 11,580 shares; 2025Q1: 15,603 shares; 2025Q2: 17,473 shares; 2025Q3: 20,462 shares; 2025Q4: 21,271 shares; 2026Q1: 27,738 shares; 2026Q2: 31,613 shares 31,613 $891K 0.23% +3,875 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: 24,770 shares; 2025Q4: 28,763 shares; 2026Q1: 31,084 shares; 2026Q2: 34,469 shares 34,469 $868K 0.22% +3,385 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,527 shares; 2024Q4: 36,644 shares; 2025Q1: 32,697 shares; 2025Q2: 27,269 shares; 2025Q3: 14,828 shares; 2025Q4: 13,412 shares; 2026Q1: 10,142 shares; 2026Q2: 9,527 shares 9,527 $823K 0.21% -615 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: 5,764 shares; 2024Q4: 5,819 shares; 2025Q1: 5,717 shares; 2025Q2: 5,769 shares; 2025Q3: 5,876 shares; 2025Q4: 5,924 shares; 2026Q1: 5,938 shares; 2026Q2: 5,981 shares 5,981 $818K 0.21% +43 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: 13,613 shares; 2024Q4: 13,641 shares; 2025Q1: 1,755 shares; 2025Q2: 1,331 shares; 2025Q3: 1,127 shares; 2025Q4: 1,435 shares; 2026Q1: 1,081 shares; 2026Q2: 1,075 shares 1,075 $803K 0.21% -6 Timeline FDLO 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: 15,538 shares; 2025Q4: 15,713 shares; 2026Q1: 13,630 shares; 2026Q2: 11,363 shares 11,363 $776K 0.2% -2,267 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: 1,526 shares; 2024Q4: 1,548 shares; 2025Q1: 1,488 shares; 2025Q2: 1,720 shares; 2025Q3: 1,763 shares; 2025Q4: 1,610 shares; 2026Q1: 1,426 shares; 2026Q2: 1,479 shares 1,479 $706K 0.18% +53 Timeline HIBS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,600 shares 33,600 $585K 0.15% new Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,982 shares; 2024Q4: 167,085 shares; 2025Q1: 18,420 shares; 2025Q2: 14,443 shares; 2025Q3: 13,886 shares; 2025Q4: 12,645 shares; 2026Q1: 10,753 shares; 2026Q2: 10,753 shares 10,753 $539K 0.14% 0 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: 2,626 shares; 2024Q4: 3,651 shares; 2025Q1: 3,195 shares; 2025Q2: 3,208 shares; 2025Q3: 3,156 shares; 2025Q4: 3,180 shares; 2026Q1: 3,199 shares; 2026Q2: 3,206 shares 3,206 $531K 0.14% +7 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,498 shares; 2025Q3: 1,571 shares; 2025Q4: 1,515 shares; 2026Q1: 1,384 shares; 2026Q2: 1,414 shares 1,414 $516K 0.13% +30 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: 834 shares; 2024Q4: 876 shares; 2025Q1: 1,093 shares; 2025Q2: 1,175 shares; 2025Q3: 504 shares; 2025Q4: 516 shares; 2026Q1: 535 shares; 2026Q2: 535 shares 535 $500K 0.13% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,493 shares; 2024Q4: 22,035 shares; 2025Q1: 2,870 shares; 2025Q2: 1,883 shares; 2025Q3: 2,015 shares; 2025Q4: 1,968 shares; 2026Q1: 1,915 shares; 2026Q2: 1,931 shares 1,931 $457K 0.12% +16 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 896 shares; 2024Q4: 900 shares; 2025Q1: 905 shares; 2025Q2: 908 shares; 2025Q3: 911 shares; 2025Q4: 913 shares; 2026Q1: 916 shares; 2026Q2: 918 shares 918 $455K 0.12% +2 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,208 shares; 2024Q4: 83,208 shares; 2025Q1: 83,208 shares; 2025Q2: 83,308 shares; 2025Q3: 83,308 shares; 2025Q4: 83,308 shares; 2026Q1: 40,719 shares; 2026Q2: 10,719 shares 10,719 $400K 0.1% -30,000 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: 1,258 shares; 2024Q4: 3,613 shares; 2025Q1: 3,386 shares; 2025Q2: 3,458 shares; 2025Q3: 3,470 shares; 2025Q4: 3,480 shares; 2026Q1: 3,465 shares; 2026Q2: 3,391 shares 3,391 $399K 0.1% -74 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER 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: 5,701 shares; 2026Q1: 6,924 shares; 2026Q2: 7,101 shares 7,101 $380K 0.1% +177 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,701 shares; 2024Q4: 32,720 shares; 2025Q1: 2,932 shares; 2025Q2: 2,484 shares; 2025Q3: 2,492 shares; 2025Q4: 2,503 shares; 2026Q1: 2,511 shares; 2026Q2: 2,552 shares 2,552 $379K 0.1% +41 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,054 shares; 2026Q2: 1,092 shares 1,092 $366K 0.09% +38 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 619 shares; 2025Q1: not reported; 2025Q2: 861 shares; 2025Q3: 895 shares; 2025Q4: 893 shares; 2026Q1: 863 shares; 2026Q2: 865 shares 865 $364K 0.09% +2 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS 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: 1,119 shares 1,119 $321K 0.08% new 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: not reported; 2025Q3: 1,697 shares; 2025Q4: 1,739 shares; 2026Q1: 1,651 shares; 2026Q2: 1,720 shares 1,720 $292K 0.08% +69 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,601 shares; 2025Q1: 9,386 shares; 2025Q2: 9,025 shares; 2025Q3: 9,026 shares; 2025Q4: 9,026 shares; 2026Q1: 9,026 shares; 2026Q2: 9,026 shares 9,026 $289K 0.07% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 215 shares; 2026Q1: not reported; 2026Q2: 235 shares 235 $282K 0.07% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,250 shares; 2024Q4: 192,237 shares; 2025Q1: 17,389 shares; 2025Q2: 9,564 shares; 2025Q3: 9,580 shares; 2025Q4: 8,372 shares; 2026Q1: 8,445 shares; 2026Q2: 8,487 shares 8,487 $269K 0.07% +42 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: not reported; 2025Q1: not reported; 2025Q2: 2,191 shares; 2025Q3: 2,193 shares; 2025Q4: 2,091 shares; 2026Q1: 1,984 shares; 2026Q2: 1,927 shares 1,927 $225K 0.06% -57 Timeline