IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261,275 shares; 2024Q4: 266,348 shares; 2025Q1: 275,560 shares; 2025Q2: 281,281 shares; 2025Q3: 286,855 shares; 2025Q4: 293,510 shares; 2026Q1: 295,600 shares; 2026Q2: 311,418 shares 311,418 $34.3M 14.33% +15,818 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: 34,094 shares; 2024Q4: 34,737 shares; 2025Q1: 35,546 shares; 2025Q2: 36,186 shares; 2025Q3: 37,007 shares; 2025Q4: 37,267 shares; 2026Q1: 39,736 shares; 2026Q2: 41,256 shares 41,256 $30.9M 12.9% +1,520 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: 75,939 shares; 2024Q4: 114,221 shares; 2025Q1: 134,967 shares; 2025Q2: 139,974 shares; 2025Q3: 144,041 shares; 2025Q4: 152,723 shares; 2026Q1: 162,820 shares; 2026Q2: 170,944 shares 170,944 $25.4M 10.59% +8,124 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: 179,701 shares; 2024Q4: 150,517 shares; 2025Q1: 157,933 shares; 2025Q2: 160,517 shares; 2025Q3: 168,911 shares; 2025Q4: 180,321 shares; 2026Q1: 211,184 shares; 2026Q2: 229,454 shares 229,454 $22.2M 9.25% +18,270 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: 88,706 shares; 2024Q4: 89,843 shares; 2025Q1: 84,407 shares; 2025Q2: 85,832 shares; 2025Q3: 87,283 shares; 2025Q4: 89,262 shares; 2026Q1: 99,763 shares; 2026Q2: 107,320 shares 107,320 $15.7M 6.56% +7,557 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: 93,705 shares; 2024Q4: 91,726 shares; 2025Q1: 92,194 shares; 2025Q2: 92,160 shares; 2025Q3: 93,063 shares; 2025Q4: 92,421 shares; 2026Q1: 92,263 shares; 2026Q2: 91,610 shares 91,610 $9.85M 4.11% -653 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: 43,120 shares; 2024Q4: 42,038 shares; 2025Q1: 41,965 shares; 2025Q2: 41,804 shares; 2025Q3: 41,271 shares; 2025Q4: 40,095 shares; 2026Q1: 32,796 shares; 2026Q2: 31,972 shares 31,972 $9.13M 3.81% -824 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,282 shares; 2024Q4: 30,049 shares; 2025Q1: 30,722 shares; 2025Q2: 30,982 shares; 2025Q3: 31,567 shares; 2025Q4: 32,182 shares; 2026Q1: 43,785 shares; 2026Q2: 44,082 shares 44,082 $7.35M 3.07% +297 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: 85,276 shares; 2024Q4: 76,954 shares; 2025Q1: 82,023 shares; 2025Q2: 83,103 shares; 2025Q3: 83,321 shares; 2025Q4: 81,934 shares; 2026Q1: 81,078 shares; 2026Q2: 84,059 shares 84,059 $6.96M 2.91% +2,981 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,196 shares; 2024Q4: 2,197 shares; 2025Q1: 2,199 shares; 2025Q2: 2,199 shares; 2025Q3: 22,482 shares; 2025Q4: 23,353 shares; 2026Q1: 28,186 shares; 2026Q2: 29,008 shares 29,008 $5.52M 2.3% +822 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: 20,332 shares; 2024Q4: 19,916 shares; 2025Q1: 19,636 shares; 2025Q2: 20,120 shares; 2025Q3: 20,333 shares; 2025Q4: 20,340 shares; 2026Q1: 20,591 shares; 2026Q2: 18,866 shares 18,866 $5.46M 2.28% -1,725 Timeline FCOM 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: 77,900 shares; 2024Q4: 79,709 shares; 2025Q1: 77,905 shares; 2025Q2: 77,730 shares; 2025Q3: 76,777 shares; 2025Q4: 75,859 shares; 2026Q1: 71,252 shares; 2026Q2: 71,828 shares 71,828 $4.99M 2.08% +576 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: 15,106 shares; 2024Q4: 15,089 shares; 2025Q1: 17,401 shares; 2025Q2: 17,958 shares; 2025Q3: 19,745 shares; 2025Q4: 20,483 shares; 2026Q1: 20,691 shares; 2026Q2: 20,864 shares 20,864 $4.74M 1.98% +173 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: 37,127 shares; 2024Q4: 37,220 shares; 2025Q1: 31,853 shares; 2025Q2: 32,444 shares; 2025Q3: 33,144 shares; 2025Q4: 33,292 shares; 2026Q1: 33,611 shares; 2026Q2: 33,506 shares 33,506 $4.61M 1.92% -105 Timeline FSTA 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: 8,052 shares; 2024Q4: 8,097 shares; 2025Q1: 8,142 shares; 2025Q2: 8,189 shares; 2025Q3: 8,234 shares; 2025Q4: 8,319 shares; 2026Q1: 63,603 shares; 2026Q2: 65,003 shares 65,003 $3.42M 1.43% +1,400 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: 22,323 shares; 2024Q4: 22,395 shares; 2025Q1: 22,760 shares; 2025Q2: 22,810 shares; 2025Q3: 22,884 shares; 2025Q4: 22,597 shares; 2026Q1: 22,854 shares; 2026Q2: 22,847 shares 22,847 $3.35M 1.4% -7 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,957 shares; 2024Q4: 43,229 shares; 2025Q1: 41,408 shares; 2025Q2: 41,887 shares; 2025Q3: 42,584 shares; 2025Q4: 42,516 shares; 2026Q1: 31,174 shares; 2026Q2: 31,603 shares 31,603 $3.2M 1.33% +429 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: 5,341 shares; 2024Q4: 5,427 shares; 2025Q1: 7,353 shares; 2025Q2: 7,927 shares; 2025Q3: 9,087 shares; 2025Q4: 9,433 shares; 2026Q1: 9,655 shares; 2026Q2: 9,631 shares 9,631 $2.89M 1.21% -24 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: 16,585 shares; 2024Q4: 16,734 shares; 2025Q1: 16,601 shares; 2025Q2: 17,238 shares; 2025Q3: 18,340 shares; 2025Q4: 19,329 shares; 2026Q1: 19,489 shares; 2026Q2: 19,611 shares 19,611 $2.16M 0.9% +122 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: 17,115 shares; 2024Q4: 32,567 shares; 2025Q1: 36,330 shares; 2025Q2: 38,738 shares; 2025Q3: 37,395 shares; 2025Q4: 17,940 shares; 2026Q1: 17,981 shares; 2026Q2: 18,025 shares 18,025 $2.11M 0.88% +44 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: 3,961 shares; 2024Q4: 3,966 shares; 2025Q1: 3,972 shares; 2025Q2: 3,972 shares; 2025Q3: 3,976 shares; 2025Q4: 4,003 shares; 2026Q1: 3,996 shares; 2026Q2: 24,152 shares 24,152 $2.08M 0.87% +20,156 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: 8,432 shares; 2024Q4: 8,725 shares; 2025Q1: 9,100 shares; 2025Q2: 4,538 shares; 2025Q3: 4,498 shares; 2025Q4: 4,521 shares; 2026Q1: 4,459 shares; 2026Q2: 4,451 shares 4,451 $1.66M 0.69% -8 Timeline FDIS 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: 13,658 shares; 2024Q4: 13,680 shares; 2025Q1: 15,700 shares; 2025Q2: 17,237 shares; 2025Q3: 17,264 shares; 2025Q4: 17,293 shares; 2026Q1: 13,644 shares; 2026Q2: 14,449 shares 14,449 $1.49M 0.62% +805 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: 1,449 shares; 2025Q1: 1,448 shares; 2025Q2: 1,449 shares; 2025Q3: 1,455 shares; 2025Q4: 1,457 shares; 2026Q1: 1,462 shares; 2026Q2: 1,467 shares 1,467 $1.41M 0.59% +5 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: 4,545 shares; 2024Q4: 4,760 shares; 2025Q1: 4,868 shares; 2025Q2: 4,880 shares; 2025Q3: 4,938 shares; 2025Q4: 6,332 shares; 2026Q1: 6,533 shares; 2026Q2: 6,618 shares 6,618 $1.32M 0.55% +85 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: 1,415 shares; 2024Q4: 1,623 shares; 2025Q1: 1,312 shares; 2025Q2: 1,313 shares; 2025Q3: 1,313 shares; 2025Q4: 1,314 shares; 2026Q1: 1,314 shares; 2026Q2: 10,583 shares 10,583 $1.26M 0.53% +9,269 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: 4,683 shares; 2024Q4: 4,809 shares; 2025Q1: 4,811 shares; 2025Q2: 4,811 shares; 2025Q3: 4,873 shares; 2025Q4: 4,902 shares; 2026Q1: 4,953 shares; 2026Q2: 4,971 shares 4,971 $1.18M 0.49% +18 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: 33,134 shares; 2024Q4: 33,122 shares; 2025Q1: 29,315 shares; 2025Q2: 9,115 shares; 2025Q3: 8,899 shares; 2025Q4: 8,889 shares; 2026Q1: 8,943 shares; 2026Q2: 8,968 shares 8,968 $1.02M 0.42% +25 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: 5,483 shares; 2024Q4: 5,595 shares; 2025Q1: 5,722 shares; 2025Q2: 5,758 shares; 2025Q3: 5,793 shares; 2025Q4: 6,284 shares; 2026Q1: 5,992 shares; 2026Q2: 6,019 shares 6,019 $823K 0.34% +27 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: 5,656 shares; 2024Q4: 5,715 shares; 2025Q1: 6,497 shares; 2025Q2: 6,147 shares; 2025Q3: 6,029 shares; 2025Q4: 5,953 shares; 2026Q1: 5,953 shares; 2026Q2: 5,961 shares 5,961 $766K 0.32% +8 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: 2,051 shares; 2024Q4: 2,096 shares; 2025Q1: 2,203 shares; 2025Q2: 2,205 shares; 2025Q3: 2,206 shares; 2025Q4: 2,207 shares; 2026Q1: 2,208 shares; 2026Q2: 2,218 shares 2,218 $726K 0.3% +10 Timeline IYF 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: 4,926 shares; 2025Q2: 4,854 shares; 2025Q3: 4,908 shares; 2025Q4: 5,255 shares; 2026Q1: 5,514 shares; 2026Q2: 5,582 shares 5,582 $712K 0.3% +68 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,840 shares; 2024Q4: 14,099 shares; 2025Q1: 14,064 shares; 2025Q2: 12,675 shares; 2025Q3: 12,126 shares; 2025Q4: 12,265 shares; 2026Q1: 12,252 shares; 2026Q2: 13,475 shares 13,475 $710K 0.3% +1,223 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,093 shares; 2024Q4: 19,271 shares; 2025Q1: 19,426 shares; 2025Q2: 17,545 shares; 2025Q3: 16,784 shares; 2025Q4: 16,642 shares; 2026Q1: 16,618 shares; 2026Q2: 18,328 shares 18,328 $707K 0.3% +1,710 Timeline PSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,631 shares; 2024Q4: 19,849 shares; 2025Q1: 20,059 shares; 2025Q2: 18,181 shares; 2025Q3: 17,430 shares; 2025Q4: 17,458 shares; 2026Q1: 17,449 shares; 2026Q2: 19,204 shares 19,204 $706K 0.3% +1,755 Timeline FHLC 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: 8,721 shares; 2024Q4: 8,755 shares; 2025Q1: 8,922 shares; 2025Q2: 8,958 shares; 2025Q3: 8,993 shares; 2025Q4: 9,025 shares; 2026Q1: 9,102 shares; 2026Q2: 9,135 shares 9,135 $706K 0.29% +33 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: 3,448 shares; 2024Q4: 3,148 shares; 2025Q1: 3,179 shares; 2025Q2: 3,179 shares; 2025Q3: 3,179 shares; 2025Q4: 3,179 shares; 2026Q1: 3,179 shares; 2026Q2: 3,182 shares 3,182 $689K 0.29% +3 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: 1,866 shares; 2024Q4: 1,866 shares; 2025Q1: 1,866 shares; 2025Q2: 1,867 shares; 2025Q3: 1,893 shares; 2025Q4: 1,903 shares; 2026Q1: 1,947 shares; 2026Q2: 1,947 shares 1,947 $688K 0.29% 0 Timeline IAI 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: 3,771 shares; 2025Q2: 3,644 shares; 2025Q3: 3,606 shares; 2025Q4: 3,741 shares; 2026Q1: 3,951 shares; 2026Q2: 3,914 shares 3,914 $686K 0.29% -37 Timeline GGLL 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: 11,697 shares; 2025Q2: 12,203 shares; 2025Q3: 10,597 shares; 2025Q4: 8,109 shares; 2026Q1: 6,119 shares; 2026Q2: 6,023 shares 6,023 $685K 0.29% -96 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: 5,372 shares; 2024Q4: 5,384 shares; 2025Q1: 5,395 shares; 2025Q2: 5,416 shares; 2025Q3: 12,593 shares; 2025Q4: 4,389 shares; 2026Q1: 4,446 shares; 2026Q2: 4,463 shares 4,463 $654K 0.27% +17 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: 2,295 shares; 2024Q4: 2,086 shares; 2025Q1: 1,310 shares; 2025Q2: 1,469 shares; 2025Q3: 1,361 shares; 2025Q4: 502 shares; 2026Q1: 502 shares; 2026Q2: 548 shares 548 $643K 0.27% +46 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: 992 shares; 2024Q4: 993 shares; 2025Q1: not reported; 2025Q2: 995 shares; 2025Q3: 996 shares; 2025Q4: 997 shares; 2026Q1: 998 shares; 2026Q2: 1,000 shares 1,000 $641K 0.27% +2 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,676 shares; 2024Q4: 20,812 shares; 2025Q1: 20,918 shares; 2025Q2: 21,031 shares; 2025Q3: 21,134 shares; 2025Q4: 21,232 shares; 2026Q1: 21,324 shares; 2026Q2: 21,436 shares 21,436 $550K 0.23% +112 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: 2,560 shares; 2024Q4: 2,593 shares; 2025Q1: 2,561 shares; 2025Q2: 2,561 shares; 2025Q3: 2,562 shares; 2025Q4: 2,562 shares; 2026Q1: 2,563 shares; 2026Q2: 2,575 shares 2,575 $489K 0.2% +12 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,188 shares; 2024Q4: 10,981 shares; 2025Q1: 11,024 shares; 2025Q2: 52,434 shares; 2025Q3: 52,689 shares; 2025Q4: 15,168 shares; 2026Q1: 15,218 shares; 2026Q2: 15,307 shares 15,307 $484K 0.2% +89 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: 1,658 shares; 2024Q4: 1,664 shares; 2025Q1: 1,670 shares; 2025Q2: 1,675 shares; 2025Q3: 1,681 shares; 2025Q4: 1,686 shares; 2026Q1: 1,692 shares; 2026Q2: 1,697 shares 1,697 $477K 0.2% +5 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: 1,280 shares; 2024Q4: 1,287 shares; 2025Q1: 1,292 shares; 2025Q2: 1,294 shares; 2025Q3: 1,299 shares; 2025Q4: 1,302 shares; 2026Q1: 1,342 shares; 2026Q2: 1,345 shares 1,345 $474K 0.2% +3 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: 420 shares; 2024Q4: 409 shares; 2025Q1: 410 shares; 2025Q2: 518 shares; 2025Q3: 519 shares; 2025Q4: 484 shares; 2026Q1: 502 shares; 2026Q2: 632 shares 632 $472K 0.2% +130 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: 1,791 shares; 2024Q4: 1,801 shares; 2025Q1: 1,840 shares; 2025Q2: 1,851 shares; 2025Q3: 1,859 shares; 2025Q4: 1,834 shares; 2026Q1: 1,841 shares; 2026Q2: 1,851 shares 1,851 $470K 0.2% +10 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: 1,168 shares; 2024Q4: 1,168 shares; 2025Q1: 1,168 shares; 2025Q2: 1,168 shares; 2025Q3: 1,168 shares; 2025Q4: 1,168 shares; 2026Q1: 1,168 shares; 2026Q2: 1,168 shares 1,168 $423K 0.18% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,078 shares; 2024Q4: 1,754 shares; 2025Q1: 1,759 shares; 2025Q2: 1,765 shares; 2025Q3: 1,770 shares; 2025Q4: 1,776 shares; 2026Q1: 1,781 shares; 2026Q2: 1,793 shares 1,793 $395K 0.17% +12 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: 3,938 shares; 2024Q4: 3,957 shares; 2025Q1: 3,970 shares; 2025Q2: 3,984 shares; 2025Q3: 4,000 shares; 2025Q4: 4,016 shares; 2026Q1: 4,033 shares; 2026Q2: 4,046 shares 4,046 $390K 0.16% +13 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,516 shares; 2025Q3: 1,773 shares; 2025Q4: 1,945 shares; 2026Q1: 1,961 shares; 2026Q2: 2,338 shares 2,338 $384K 0.16% +377 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,500 shares; 2025Q3: 15,500 shares; 2025Q4: 15,500 shares; 2026Q1: 15,500 shares; 2026Q2: 15,500 shares 15,500 $366K 0.15% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,742 shares; 2024Q4: 11,746 shares; 2025Q1: 12,615 shares; 2025Q2: 12,619 shares; 2025Q3: 12,623 shares; 2025Q4: 12,488 shares; 2026Q1: 12,392 shares; 2026Q2: 12,097 shares 12,097 $365K 0.15% -295 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: 956 shares; 2024Q4: 957 shares; 2025Q1: 957 shares; 2025Q2: 1,157 shares; 2025Q3: 1,157 shares; 2025Q4: 956 shares; 2026Q1: 956 shares; 2026Q2: 956 shares 956 $352K 0.15% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,082 shares; 2024Q4: 6,088 shares; 2025Q1: 6,095 shares; 2025Q2: 6,101 shares; 2025Q3: 6,107 shares; 2025Q4: 6,112 shares; 2026Q1: 6,119 shares; 2026Q2: 6,124 shares 6,124 $349K 0.15% +5 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: 9,375 shares; 2024Q4: 9,375 shares; 2025Q1: 10,775 shares; 2025Q2: 10,775 shares; 2025Q3: 10,775 shares; 2025Q4: 10,775 shares; 2026Q1: 10,775 shares; 2026Q2: 10,775 shares 10,775 $344K 0.14% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,042 shares; 2025Q4: 1,051 shares; 2026Q1: 1,044 shares; 2026Q2: 1,073 shares 1,073 $325K 0.14% +29 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $320K 0.13% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 753 shares; 2025Q3: 935 shares; 2025Q4: 945 shares; 2026Q1: 946 shares; 2026Q2: 3,918 shares 3,918 $316K 0.13% +2,972 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: 525 shares; 2024Q4: 549 shares; 2025Q1: 562 shares; 2025Q2: 762 shares; 2025Q3: 569 shares; 2025Q4: 834 shares; 2026Q1: 713 shares; 2026Q2: 547 shares 547 $308K 0.13% -166 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: 1,191 shares; 2024Q4: 1,230 shares; 2025Q1: 1,218 shares; 2025Q2: 1,220 shares; 2025Q3: 1,222 shares; 2025Q4: 1,208 shares; 2026Q1: 1,209 shares; 2026Q2: 1,211 shares 1,211 $305K 0.13% +2 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: 1,721 shares; 2024Q4: 1,751 shares; 2025Q1: 2,037 shares; 2025Q2: 1,891 shares; 2025Q3: 1,899 shares; 2025Q4: 1,996 shares; 2026Q1: 1,842 shares; 2026Q2: 1,828 shares 1,828 $303K 0.13% -14 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $301K 0.13% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $300K 0.13% 0 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,616 shares; 2024Q4: 1,624 shares; 2025Q1: 1,629 shares; 2025Q2: 1,635 shares; 2025Q3: 1,642 shares; 2025Q4: 1,650 shares; 2026Q1: 1,654 shares; 2026Q2: 1,659 shares 1,659 $298K 0.12% +5 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,120 shares 2,120 $296K 0.12% 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: not reported; 2024Q4: 1,149 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 796 shares; 2026Q1: 796 shares; 2026Q2: 801 shares 801 $286K 0.12% +5 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,369 shares; 2024Q4: 18,635 shares; 2025Q1: 18,643 shares; 2025Q2: 18,651 shares; 2025Q3: 18,658 shares; 2025Q4: 18,664 shares; 2026Q1: 18,671 shares; 2026Q2: 18,677 shares 18,677 $279K 0.12% +6 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $278K 0.12% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 537 shares; 2026Q1: not reported; 2026Q2: 537 shares 537 $266K 0.11% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 586 shares; 2026Q1: 586 shares; 2026Q2: 586 shares 586 $247K 0.1% 0 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: 3,015 shares; 2024Q4: not reported; 2025Q1: 3,015 shares; 2025Q2: 3,015 shares; 2025Q3: not reported; 2025Q4: 3,015 shares; 2026Q1: 3,015 shares; 2026Q2: 3,015 shares 3,015 $245K 0.1% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,400 shares; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares; 2026Q1: 6,400 shares; 2026Q2: 6,400 shares 6,400 $245K 0.1% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,120 shares; 2025Q4: 3,120 shares; 2026Q1: 3,120 shares; 2026Q2: 3,120 shares 3,120 $241K 0.1% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 992 shares 992 $235K 0.1% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,985 shares 1,985 $233K 0.1% new 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: not reported; 2026Q1: 4,127 shares; 2026Q2: 4,127 shares 4,127 $218K 0.09% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not 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 $213K 0.09% new Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,328 shares; 2025Q1: 4,523 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,323 shares; 2026Q2: 4,213 shares 4,213 $211K 0.09% -110 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: 3,975 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,160 shares 4,160 $211K 0.09% new Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,001 shares; 2024Q4: 23,001 shares; 2025Q1: 35,001 shares; 2025Q2: 35,001 shares; 2025Q3: 35,001 shares; 2025Q4: 35,001 shares; 2026Q1: 13,000 shares; 2026Q2: 13,000 shares 13,000 $63.6K 0.03% 0 Timeline