IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 289,408 shares; 2024Q4: 169,983 shares; 2025Q1: 296,330 shares; 2025Q2: 175,732 shares; 2025Q3: 294,224 shares; 2025Q4: 289,892 shares; 2026Q1: 283,172 shares; 2026Q2: 287,866 shares 287,866 $39.6M 9.32% +4,694 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,951 shares; 2024Q4: 66,111 shares; 2025Q1: 118,655 shares; 2025Q2: 69,681 shares; 2025Q3: 121,776 shares; 2025Q4: 121,400 shares; 2026Q1: 120,899 shares; 2026Q2: 122,854 shares 122,854 $37.2M 8.76% +1,955 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350,768 shares; 2024Q4: 183,554 shares; 2025Q1: 414,001 shares; 2025Q2: 212,830 shares; 2025Q3: 468,402 shares; 2025Q4: 486,101 shares; 2026Q1: 532,358 shares; 2026Q2: 551,241 shares 551,241 $31.1M 7.33% +18,883 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; 2024Q3: 604,377 shares; 2024Q4: 351,850 shares; 2025Q1: 647,280 shares; 2025Q2: 372,109 shares; 2025Q3: 699,943 shares; 2025Q4: 717,100 shares; 2026Q1: 854,424 shares; 2026Q2: 876,583 shares 876,583 $30.3M 7.14% +22,159 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: 69,824 shares; 2024Q4: 37,219 shares; 2025Q1: 67,925 shares; 2025Q2: 46,487 shares; 2025Q3: 55,887 shares; 2025Q4: 65,301 shares; 2026Q1: 60,631 shares; 2026Q2: 59,160 shares 59,160 $17.1M 4.03% -1,471 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: 170,085 shares; 2024Q4: 101,084 shares; 2025Q1: 180,114 shares; 2025Q2: 105,925 shares; 2025Q3: 191,489 shares; 2025Q4: 192,716 shares; 2026Q1: 198,909 shares; 2026Q2: 202,585 shares 202,585 $15.6M 3.68% +3,676 Timeline JTNY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 253,686 shares 253,686 $12.7M 3% 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: 33,002 shares; 2024Q4: 22,055 shares; 2025Q1: 35,014 shares; 2025Q2: 22,175 shares; 2025Q3: 28,087 shares; 2025Q4: 33,642 shares; 2026Q1: 32,137 shares; 2026Q2: 32,127 shares 32,127 $11.5M 2.7% -10 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: 38,945 shares; 2024Q4: 38,940 shares; 2025Q1: 60,041 shares; 2025Q2: 42,129 shares; 2025Q3: 64,425 shares; 2025Q4: 65,400 shares; 2026Q1: 68,287 shares; 2026Q2: 69,218 shares 69,218 $10.3M 2.42% +931 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: 1,294 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,310 shares; 2026Q1: 34,567 shares; 2026Q2: 35,541 shares 35,541 $10.1M 2.39% +974 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: 38,588 shares; 2024Q4: 27,093 shares; 2025Q1: 40,778 shares; 2025Q2: 28,427 shares; 2025Q3: 39,323 shares; 2025Q4: 44,485 shares; 2026Q1: 46,091 shares; 2026Q2: 48,228 shares 48,228 $9.65M 2.27% +2,137 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,294 shares; 2024Q4: 65,305 shares; 2025Q1: 95,693 shares; 2025Q2: 64,146 shares; 2025Q3: 90,028 shares; 2025Q4: 89,859 shares; 2026Q1: 93,313 shares; 2026Q2: 93,707 shares 93,707 $9.59M 2.26% +394 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: 11,875 shares; 2024Q4: 2,903 shares; 2025Q1: 11,853 shares; 2025Q2: 2,914 shares; 2025Q3: 11,834 shares; 2025Q4: 12,032 shares; 2026Q1: 11,671 shares; 2026Q2: 11,581 shares 11,581 $8.67M 2.04% -90 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: 27,292 shares; 2024Q4: 11,942 shares; 2025Q1: 29,749 shares; 2025Q2: 15,387 shares; 2025Q3: 27,611 shares; 2025Q4: 29,916 shares; 2026Q1: 30,226 shares; 2026Q2: 30,771 shares 30,771 $7.33M 1.73% +545 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: 16,876 shares; 2024Q4: 8,151 shares; 2025Q1: 17,519 shares; 2025Q2: 8,335 shares; 2025Q3: 12,245 shares; 2025Q4: 16,881 shares; 2026Q1: 17,383 shares; 2026Q2: 17,940 shares 17,940 $6.69M 1.58% +557 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: 10,879 shares; 2024Q4: 7,531 shares; 2025Q1: 11,059 shares; 2025Q2: 8,447 shares; 2025Q3: 9,944 shares; 2025Q4: 10,972 shares; 2026Q1: 11,059 shares; 2026Q2: 10,969 shares 10,969 $5.49M 1.29% -90 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: 16,737 shares; 2024Q4: 7,502 shares; 2025Q1: 17,103 shares; 2025Q2: 7,566 shares; 2025Q3: 13,567 shares; 2025Q4: 15,462 shares; 2026Q1: 14,904 shares; 2026Q2: 14,512 shares 14,512 $4.75M 1.12% -392 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,131 shares; 2024Q4: 2,236 shares; 2025Q1: 10,679 shares; 2025Q2: 2,381 shares; 2025Q3: 10,974 shares; 2025Q4: 11,314 shares; 2026Q1: 12,533 shares; 2026Q2: 13,083 shares 13,083 $4.46M 1.05% +550 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: 5,426 shares; 2024Q4: 3,165 shares; 2025Q1: 5,850 shares; 2025Q2: 3,458 shares; 2025Q3: 6,073 shares; 2025Q4: 6,822 shares; 2026Q1: 7,244 shares; 2026Q2: 7,827 shares 7,827 $4.41M 1.04% +583 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: 32,250 shares; 2024Q4: 8,943 shares; 2025Q1: 33,163 shares; 2025Q2: 8,832 shares; 2025Q3: 30,801 shares; 2025Q4: 35,456 shares; 2026Q1: 35,515 shares; 2026Q2: 35,483 shares 35,483 $4.02M 0.95% -32 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,038 shares; 2024Q4: 4,264 shares; 2025Q1: 12,414 shares; 2025Q2: 4,284 shares; 2025Q3: 10,034 shares; 2025Q4: 11,951 shares; 2026Q1: 11,433 shares; 2026Q2: 11,359 shares 11,359 $3.9M 0.92% -74 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 549 shares; 2025Q3: 2,905 shares; 2025Q4: 2,978 shares; 2026Q1: 3,039 shares; 2026Q2: 3,036 shares 3,036 $3.57M 0.84% -3 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: 40,363 shares; 2024Q4: 11,985 shares; 2025Q1: 39,250 shares; 2025Q2: 12,004 shares; 2025Q3: 32,940 shares; 2025Q4: 39,924 shares; 2026Q1: 39,391 shares; 2026Q2: 39,946 shares 39,946 $3.25M 0.76% +555 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: 4,157 shares; 2024Q4: 635 shares; 2025Q1: 4,113 shares; 2025Q2: 628 shares; 2025Q3: 4,097 shares; 2025Q4: 4,090 shares; 2026Q1: 4,072 shares; 2026Q2: 4,067 shares 4,067 $3.04M 0.72% -5 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: 1,434 shares; 2024Q4: not reported; 2025Q1: 2,051 shares; 2025Q2: 419 shares; 2025Q3: 2,212 shares; 2025Q4: 2,287 shares; 2026Q1: 2,306 shares; 2026Q2: 2,327 shares 2,327 $2.79M 0.66% +21 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: 9,676 shares; 2024Q4: 1,800 shares; 2025Q1: 8,998 shares; 2025Q2: 1,200 shares; 2025Q3: 7,428 shares; 2025Q4: 8,580 shares; 2026Q1: 7,880 shares; 2026Q2: 7,782 shares 7,782 $2.75M 0.65% -98 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,575 shares; 2024Q4: not reported; 2025Q1: 5,695 shares; 2025Q2: not reported; 2025Q3: 5,363 shares; 2025Q4: 5,230 shares; 2026Q1: 5,493 shares; 2026Q2: 21,357 shares 21,357 $2.65M 0.62% +15,864 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,369 shares; 2024Q4: 2,292 shares; 2025Q1: 6,100 shares; 2025Q2: 2,412 shares; 2025Q3: 5,137 shares; 2025Q4: 6,437 shares; 2026Q1: 6,523 shares; 2026Q2: 6,815 shares 6,815 $2.57M 0.61% +292 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: 8,322 shares; 2024Q4: 3,570 shares; 2025Q1: 8,251 shares; 2025Q2: 3,245 shares; 2025Q3: 7,412 shares; 2025Q4: 8,683 shares; 2026Q1: 8,810 shares; 2026Q2: 9,241 shares 9,241 $2.33M 0.55% +431 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,464 shares; 2024Q4: 8,399 shares; 2025Q1: 24,868 shares; 2025Q2: 14,457 shares; 2025Q3: 22,972 shares; 2025Q4: 31,925 shares; 2026Q1: 32,304 shares; 2026Q2: 32,884 shares 32,884 $2.3M 0.54% +580 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,018 shares; 2024Q4: 21,679 shares; 2025Q1: 25,582 shares; 2025Q2: 21,009 shares; 2025Q3: 27,515 shares; 2025Q4: 27,179 shares; 2026Q1: 26,708 shares; 2026Q2: 24,009 shares 24,009 $2.29M 0.54% -2,699 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,635 shares; 2024Q4: 5,911 shares; 2025Q1: 35,268 shares; 2025Q2: 7,214 shares; 2025Q3: 33,238 shares; 2025Q4: 32,098 shares; 2026Q1: 30,656 shares; 2026Q2: 30,186 shares 30,186 $2.29M 0.54% -470 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,420 shares; 2024Q4: 1,350 shares; 2025Q1: 4,327 shares; 2025Q2: 1,489 shares; 2025Q3: 4,822 shares; 2025Q4: 4,871 shares; 2026Q1: 5,273 shares; 2026Q2: 5,222 shares 5,222 $2.23M 0.52% -51 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: 10,550 shares; 2024Q4: 5,079 shares; 2025Q1: 10,563 shares; 2025Q2: 5,052 shares; 2025Q3: 10,476 shares; 2025Q4: 10,480 shares; 2026Q1: 9,811 shares; 2026Q2: 9,740 shares 9,740 $2.21M 0.52% -71 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,929 shares; 2024Q4: 12,253 shares; 2025Q1: 15,449 shares; 2025Q2: 11,777 shares; 2025Q3: 15,590 shares; 2025Q4: 15,173 shares; 2026Q1: 12,610 shares; 2026Q2: 11,129 shares 11,129 $2.09M 0.49% -1,481 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,456 shares; 2024Q4: 950 shares; 2025Q1: 4,354 shares; 2025Q2: 906 shares; 2025Q3: 4,926 shares; 2025Q4: 4,993 shares; 2026Q1: 5,218 shares; 2026Q2: 5,187 shares 5,187 $2.06M 0.48% -31 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,178 shares; 2025Q2: 2,640 shares; 2025Q3: 11,452 shares; 2025Q4: 11,017 shares; 2026Q1: 11,320 shares; 2026Q2: 11,682 shares 11,682 $2.06M 0.48% +362 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,603 shares; 2024Q4: 304 shares; 2025Q1: 1,780 shares; 2025Q2: 325 shares; 2025Q3: 1,966 shares; 2025Q4: 10,230 shares; 2026Q1: 16,940 shares; 2026Q2: 20,147 shares 20,147 $2M 0.47% +3,207 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,133 shares; 2025Q1: 3,512 shares; 2025Q2: 3,312 shares; 2025Q3: 9,613 shares; 2025Q4: 13,449 shares; 2026Q1: 13,619 shares; 2026Q2: 13,861 shares 13,861 $1.94M 0.46% +242 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: 4,421 shares; 2024Q4: not reported; 2025Q1: 4,651 shares; 2025Q2: 4,421 shares; 2025Q3: 7,719 shares; 2025Q4: 13,008 shares; 2026Q1: 13,020 shares; 2026Q2: 13,355 shares 13,355 $1.83M 0.43% +335 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: 4,323 shares; 2024Q4: 1,940 shares; 2025Q1: 4,644 shares; 2025Q2: 1,953 shares; 2025Q3: 3,452 shares; 2025Q4: 5,026 shares; 2026Q1: 4,777 shares; 2026Q2: 4,896 shares 4,896 $1.73M 0.41% +119 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: 10,564 shares; 2024Q4: 5,598 shares; 2025Q1: 11,170 shares; 2025Q2: 5,986 shares; 2025Q3: 9,262 shares; 2025Q4: 12,898 shares; 2026Q1: 13,079 shares; 2026Q2: 13,344 shares 13,344 $1.71M 0.4% +265 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,201 shares; 2024Q4: 32,506 shares; 2025Q1: 41,543 shares; 2025Q2: 33,627 shares; 2025Q3: 41,634 shares; 2025Q4: 42,232 shares; 2026Q1: 42,811 shares; 2026Q2: 45,056 shares 45,056 $1.71M 0.4% +2,245 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,938 shares; 2026Q1: 1,779 shares; 2026Q2: 1,749 shares 1,749 $1.69M 0.4% -30 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,434 shares; 2024Q4: 7,190 shares; 2025Q1: 18,145 shares; 2025Q2: 7,516 shares; 2025Q3: 18,446 shares; 2025Q4: 37,238 shares; 2026Q1: 37,148 shares; 2026Q2: 31,515 shares 31,515 $1.67M 0.39% -5,633 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,533 shares; 2024Q4: 16,255 shares; 2025Q1: 18,875 shares; 2025Q2: 15,556 shares; 2025Q3: 9,084 shares; 2025Q4: 9,853 shares; 2026Q1: 10,769 shares; 2026Q2: 11,380 shares 11,380 $1.65M 0.39% +611 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: 808 shares; 2024Q4: not reported; 2025Q1: 1,828 shares; 2025Q2: not reported; 2025Q3: 1,817 shares; 2025Q4: 1,817 shares; 2026Q1: 2,228 shares; 2026Q2: 2,230 shares 2,230 $1.64M 0.39% +2 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,158 shares; 2024Q4: 17,077 shares; 2025Q1: 18,954 shares; 2025Q2: 19,478 shares; 2025Q3: not reported; 2025Q4: 17,025 shares; 2026Q1: 36,467 shares; 2026Q2: 37,038 shares 37,038 $1.57M 0.37% +571 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,169 shares; 2024Q4: 1,034 shares; 2025Q1: 2,154 shares; 2025Q2: 639 shares; 2025Q3: 1,912 shares; 2025Q4: 2,715 shares; 2026Q1: 2,900 shares; 2026Q2: 3,090 shares 3,090 $1.55M 0.36% +190 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: 753 shares; 2024Q4: 723 shares; 2025Q1: 740 shares; 2025Q2: 759 shares; 2025Q3: 487 shares; 2025Q4: 1,098 shares; 2026Q1: 2,405 shares; 2026Q2: 2,215 shares 2,215 $1.52M 0.36% -190 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,213 shares; 2024Q4: 2,150 shares; 2025Q1: 4,254 shares; 2025Q2: 2,241 shares; 2025Q3: 3,827 shares; 2025Q4: 5,266 shares; 2026Q1: 5,303 shares; 2026Q2: 5,624 shares 5,624 $1.52M 0.36% +321 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,587 shares; 2024Q4: 507 shares; 2025Q1: 1,396 shares; 2025Q2: 460 shares; 2025Q3: 1,243 shares; 2025Q4: 1,546 shares; 2026Q1: 1,492 shares; 2026Q2: 1,519 shares 1,519 $1.49M 0.35% +27 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,460 shares; 2024Q4: 12,311 shares; 2025Q1: 12,465 shares; 2025Q2: 12,315 shares; 2025Q3: 12,362 shares; 2025Q4: 11,182 shares; 2026Q1: 8,512 shares; 2026Q2: 5,795 shares 5,795 $1.48M 0.35% -2,717 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: 2,023 shares; 2024Q4: 1,368 shares; 2025Q1: 2,044 shares; 2025Q2: 1,338 shares; 2025Q3: 874 shares; 2025Q4: 1,980 shares; 2026Q1: 1,559 shares; 2026Q2: 1,572 shares 1,572 $1.47M 0.35% +13 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,475 shares; 2024Q4: 7,195 shares; 2025Q1: 16,795 shares; 2025Q2: 8,328 shares; 2025Q3: 18,305 shares; 2025Q4: 18,902 shares; 2026Q1: 18,641 shares; 2026Q2: 19,813 shares 19,813 $1.43M 0.34% +1,172 Timeline XLB 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: 9,044 shares; 2024Q4: 2,472 shares; 2025Q1: 11,027 shares; 2025Q2: 2,628 shares; 2025Q3: 12,852 shares; 2025Q4: 23,548 shares; 2026Q1: 26,040 shares; 2026Q2: 26,883 shares 26,883 $1.37M 0.32% +843 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,416 shares; 2024Q4: 1,294 shares; 2025Q1: 2,014 shares; 2025Q2: 1,349 shares; 2025Q3: 1,938 shares; 2025Q4: 1,893 shares; 2026Q1: 1,954 shares; 2026Q2: 1,880 shares 1,880 $1.36M 0.32% -74 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,064 shares; 2024Q4: 13,064 shares; 2025Q1: 12,364 shares; 2025Q2: 11,364 shares; 2025Q3: 11,364 shares; 2025Q4: 11,364 shares; 2026Q1: 11,366 shares; 2026Q2: 5,704 shares 5,704 $1.35M 0.32% -5,662 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,913 shares; 2026Q2: 18,618 shares 18,618 $1.29M 0.3% +1,705 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 804 shares; 2026Q1: 1,214 shares; 2026Q2: 1,106 shares 1,106 $1.28M 0.3% -108 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,154 shares; 2024Q4: 4,254 shares; 2025Q1: 5,778 shares; 2025Q2: 3,178 shares; 2025Q3: 1,125 shares; 2025Q4: 5,707 shares; 2026Q1: 4,246 shares; 2026Q2: 3,766 shares 3,766 $1.15M 0.27% -480 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,248 shares; 2025Q2: 335 shares; 2025Q3: 1,259 shares; 2025Q4: 1,114 shares; 2026Q1: 1,149 shares; 2026Q2: 1,191 shares 1,191 $1.15M 0.27% +42 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,842 shares; 2024Q4: not reported; 2025Q1: 6,860 shares; 2025Q2: not reported; 2025Q3: 6,533 shares; 2025Q4: 6,598 shares; 2026Q1: 8,808 shares; 2026Q2: 9,013 shares 9,013 $1.14M 0.27% +205 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,861 shares; 2024Q4: 19,081 shares; 2025Q1: 22,000 shares; 2025Q2: 18,922 shares; 2025Q3: 21,965 shares; 2025Q4: 22,718 shares; 2026Q1: 27,095 shares; 2026Q2: 29,212 shares 29,212 $1.12M 0.26% +2,117 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,695 shares; 2024Q4: 14,475 shares; 2025Q1: 17,072 shares; 2025Q2: 14,288 shares; 2025Q3: not reported; 2025Q4: 16,381 shares; 2026Q1: 13,698 shares; 2026Q2: 13,802 shares 13,802 $1.1M 0.26% +104 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,462 shares; 2025Q2: not reported; 2025Q3: 10,462 shares; 2025Q4: 10,462 shares; 2026Q1: 10,462 shares; 2026Q2: 10,462 shares 10,462 $1.08M 0.25% 0 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: 4,594 shares; 2024Q4: not reported; 2025Q1: 4,210 shares; 2025Q2: not reported; 2025Q3: 4,140 shares; 2025Q4: 4,106 shares; 2026Q1: 4,151 shares; 2026Q2: 4,172 shares 4,172 $1.06M 0.25% +21 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,779 shares; 2024Q4: 1,142 shares; 2025Q1: 4,316 shares; 2025Q2: 1,340 shares; 2025Q3: 4,487 shares; 2025Q4: 5,047 shares; 2026Q1: 6,305 shares; 2026Q2: 6,675 shares 6,675 $1.05M 0.25% +370 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,261 shares; 2024Q4: not reported; 2025Q1: 1,333 shares; 2025Q2: 457 shares; 2025Q3: 1,602 shares; 2025Q4: 1,599 shares; 2026Q1: 1,638 shares; 2026Q2: 1,639 shares 1,639 $1.04M 0.24% +1 Timeline NLR 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: 7,289 shares; 2025Q4: 8,291 shares; 2026Q1: 8,302 shares; 2026Q2: 8,790 shares 8,790 $1.02M 0.24% +488 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,799 shares; 2024Q4: 3,497 shares; 2025Q1: 4,428 shares; 2025Q2: 4,400 shares; 2025Q3: 4,432 shares; 2025Q4: 4,212 shares; 2026Q1: 4,214 shares; 2026Q2: 4,216 shares 4,216 $1M 0.24% +2 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,630 shares; 2024Q4: 19,155 shares; 2025Q1: 18,818 shares; 2025Q2: 19,219 shares; 2025Q3: 19,691 shares; 2025Q4: 19,703 shares; 2026Q1: 17,020 shares; 2026Q2: 14,847 shares 14,847 $1M 0.24% -2,173 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: 3,404 shares; 2024Q4: 2,284 shares; 2025Q1: 2,930 shares; 2025Q2: 1,835 shares; 2025Q3: 2,309 shares; 2025Q4: 2,446 shares; 2026Q1: 2,315 shares; 2026Q2: 2,292 shares 2,292 $964K 0.23% -23 Timeline EQIX EQUINIX INC More: the full row for EQUINIX 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: 832 shares; 2025Q4: 746 shares; 2026Q1: 890 shares; 2026Q2: 913 shares 913 $952K 0.22% +23 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,963 shares; 2024Q4: 6,659 shares; 2025Q1: 7,706 shares; 2025Q2: 6,641 shares; 2025Q3: 7,477 shares; 2025Q4: 7,609 shares; 2026Q1: 8,824 shares; 2026Q2: 10,355 shares 10,355 $938K 0.22% +1,531 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,361 shares; 2024Q4: not reported; 2025Q1: 7,631 shares; 2025Q2: not reported; 2025Q3: 10,881 shares; 2025Q4: 10,881 shares; 2026Q1: 10,881 shares; 2026Q2: 12,381 shares 12,381 $936K 0.22% +1,500 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,609 shares; 2024Q4: 1,168 shares; 2025Q1: 1,817 shares; 2025Q2: 1,163 shares; 2025Q3: 567 shares; 2025Q4: 1,850 shares; 2026Q1: 1,822 shares; 2026Q2: 1,806 shares 1,806 $928K 0.22% -16 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,107 shares; 2024Q4: not reported; 2025Q1: 2,153 shares; 2025Q2: not reported; 2025Q3: 2,489 shares; 2025Q4: 2,404 shares; 2026Q1: 2,535 shares; 2026Q2: 2,607 shares 2,607 $821K 0.19% +72 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205 shares; 2024Q4: 243 shares; 2025Q1: 313 shares; 2025Q2: 351 shares; 2025Q3: 368 shares; 2025Q4: 426 shares; 2026Q1: 431 shares; 2026Q2: 463 shares 463 $786K 0.19% +32 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,845 shares; 2024Q4: not reported; 2025Q1: 1,734 shares; 2025Q2: not reported; 2025Q3: 1,604 shares; 2025Q4: 1,584 shares; 2026Q1: 1,499 shares; 2026Q2: 1,493 shares 1,493 $780K 0.18% -6 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: 848 shares; 2024Q4: not reported; 2025Q1: 814 shares; 2025Q2: not reported; 2025Q3: 811 shares; 2025Q4: 809 shares; 2026Q1: 809 shares; 2026Q2: 6,472 shares 6,472 $774K 0.18% +5,663 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,093 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,160 shares; 2026Q2: 6,905 shares 6,905 $762K 0.18% -255 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,536 shares; 2025Q2: not reported; 2025Q3: 1,536 shares; 2025Q4: 1,536 shares; 2026Q1: 1,536 shares; 2026Q2: 9,218 shares 9,218 $762K 0.18% +7,682 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,730 shares; 2026Q1: 6,692 shares; 2026Q2: 8,158 shares 8,158 $753K 0.18% +1,466 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.18% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,040 shares; 2024Q4: 625 shares; 2025Q1: 1,081 shares; 2025Q2: 667 shares; 2025Q3: 743 shares; 2025Q4: 743 shares; 2026Q1: 761 shares; 2026Q2: 701 shares 701 $747K 0.18% -60 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,828 shares; 2024Q4: not reported; 2025Q1: 2,837 shares; 2025Q2: not reported; 2025Q3: 3,419 shares; 2025Q4: 3,335 shares; 2026Q1: 3,612 shares; 2026Q2: 3,765 shares 3,765 $727K 0.17% +153 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,250 shares; 2026Q2: 6,711 shares 6,711 $626K 0.15% +461 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,003 shares; 2025Q2: not reported; 2025Q3: 2,455 shares; 2025Q4: 2,856 shares; 2026Q1: 2,862 shares; 2026Q2: 3,941 shares 3,941 $623K 0.15% +1,079 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 428 shares; 2024Q4: 450 shares; 2025Q1: 551 shares; 2025Q2: 575 shares; 2025Q3: 622 shares; 2025Q4: 642 shares; 2026Q1: 594 shares; 2026Q2: 592 shares 592 $599K 0.14% -2 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,145 shares; 2024Q4: 1,068 shares; 2025Q1: 1,094 shares; 2025Q2: 1,176 shares; 2025Q3: not reported; 2025Q4: 979 shares; 2026Q1: 1,418 shares; 2026Q2: 6,782 shares 6,782 $596K 0.14% +5,364 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: 5,367 shares; 2024Q4: 3,341 shares; 2025Q1: 5,629 shares; 2025Q2: 3,354 shares; 2025Q3: 4,474 shares; 2025Q4: 5,725 shares; 2026Q1: 4,703 shares; 2026Q2: 4,312 shares 4,312 $590K 0.14% -391 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,488 shares; 2024Q4: 3,438 shares; 2025Q1: 3,466 shares; 2025Q2: 3,453 shares; 2025Q3: not reported; 2025Q4: 3,438 shares; 2026Q1: 3,203 shares; 2026Q2: 3,190 shares 3,190 $577K 0.14% -13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,394 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,884 shares; 2026Q2: 1,884 shares 1,884 $566K 0.13% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,534 shares; 2024Q4: not reported; 2025Q1: 4,321 shares; 2025Q2: not reported; 2025Q3: 2,935 shares; 2025Q4: 4,141 shares; 2026Q1: 4,183 shares; 2026Q2: 4,178 shares 4,178 $566K 0.13% -5 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,460 shares; 2024Q4: 3,460 shares; 2025Q1: 3,781 shares; 2025Q2: 3,456 shares; 2025Q3: not reported; 2025Q4: 3,780 shares; 2026Q1: 3,686 shares; 2026Q2: 3,316 shares 3,316 $564K 0.13% -370 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,455 shares; 2024Q4: 4,455 shares; 2025Q1: 4,455 shares; 2025Q2: 4,455 shares; 2025Q3: not reported; 2025Q4: 4,455 shares; 2026Q1: 2,980 shares; 2026Q2: 2,980 shares 2,980 $552K 0.13% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,746 shares; 2024Q4: not reported; 2025Q1: 1,749 shares; 2025Q2: not reported; 2025Q3: 1,571 shares; 2025Q4: 1,697 shares; 2026Q1: 2,372 shares; 2026Q2: 2,437 shares 2,437 $531K 0.13% +65 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 686 shares; 2025Q2: not reported; 2025Q3: 680 shares; 2025Q4: 680 shares; 2026Q1: 680 shares; 2026Q2: 689 shares 689 $526K 0.12% +9 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,790 shares; 2025Q4: 12,377 shares; 2026Q1: 14,297 shares; 2026Q2: 10,386 shares 10,386 $525K 0.12% -3,911 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; 2024Q3: 1,117 shares; 2024Q4: 1,117 shares; 2025Q1: 1,247 shares; 2025Q2: 1,117 shares; 2025Q3: not reported; 2025Q4: 1,247 shares; 2026Q1: 1,059 shares; 2026Q2: 1,059 shares 1,059 $520K 0.12% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,653 shares; 2024Q4: 3,640 shares; 2025Q1: 10,735 shares; 2025Q2: 3,565 shares; 2025Q3: not reported; 2025Q4: 3,856 shares; 2026Q1: 3,732 shares; 2026Q2: 3,735 shares 3,735 $506K 0.12% +3 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: 731 shares; 2025Q4: 1,392 shares; 2026Q1: 2,592 shares; 2026Q2: 2,592 shares 2,592 $494K 0.12% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,847 shares; 2024Q4: 9,847 shares; 2025Q1: 10,604 shares; 2025Q2: 9,847 shares; 2025Q3: not reported; 2025Q4: 10,562 shares; 2026Q1: 8,636 shares; 2026Q2: 8,646 shares 8,646 $487K 0.11% +10 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,897 shares; 2024Q4: 4,159 shares; 2025Q1: 4,485 shares; 2025Q2: 4,173 shares; 2025Q3: not reported; 2025Q4: 4,467 shares; 2026Q1: 4,957 shares; 2026Q2: 4,948 shares 4,948 $477K 0.11% -9 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,195 shares; 2024Q4: 2,210 shares; 2025Q1: 2,419 shares; 2025Q2: 2,452 shares; 2025Q3: not reported; 2025Q4: 2,156 shares; 2026Q1: 2,536 shares; 2026Q2: 2,410 shares 2,410 $476K 0.11% -126 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,924 shares; 2024Q4: 7,924 shares; 2025Q1: 8,317 shares; 2025Q2: 7,837 shares; 2025Q3: not reported; 2025Q4: 8,404 shares; 2026Q1: 7,862 shares; 2026Q2: 7,862 shares 7,862 $475K 0.11% 0 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 392 shares; 2024Q4: 389 shares; 2025Q1: 393 shares; 2025Q2: 390 shares; 2025Q3: 394 shares; 2025Q4: 404 shares; 2026Q1: 404 shares; 2026Q2: 405 shares 405 $462K 0.11% +1 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,774 shares; 2024Q4: 1,704 shares; 2025Q1: 3,982 shares; 2025Q2: 1,704 shares; 2025Q3: 2,022 shares; 2025Q4: 3,664 shares; 2026Q1: 3,422 shares; 2026Q2: 3,119 shares 3,119 $457K 0.11% -303 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,720 shares; 2026Q2: 7,900 shares 7,900 $455K 0.11% +1,180 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,446 shares; 2024Q4: 4,132 shares; 2025Q1: 10,535 shares; 2025Q2: 4,132 shares; 2025Q3: 5,215 shares; 2025Q4: 9,657 shares; 2026Q1: 9,366 shares; 2026Q2: 9,402 shares 9,402 $443K 0.1% +36 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,853 shares; 2024Q4: 20,901 shares; 2025Q1: 20,951 shares; 2025Q2: 20,951 shares; 2025Q3: not reported; 2025Q4: 20,901 shares; 2026Q1: 21,341 shares; 2026Q2: 21,348 shares 21,348 $442K 0.1% +7 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; 2024Q3: 7,288 shares; 2024Q4: 7,288 shares; 2025Q1: 7,999 shares; 2025Q2: 7,272 shares; 2025Q3: not reported; 2025Q4: 7,993 shares; 2026Q1: 5,930 shares; 2026Q2: 5,935 shares 5,935 $441K 0.1% +5 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: 7,333 shares; 2024Q4: 6,143 shares; 2025Q1: 7,963 shares; 2025Q2: 7,490 shares; 2025Q3: 6,610 shares; 2025Q4: 7,915 shares; 2026Q1: 7,780 shares; 2026Q2: 7,610 shares 7,610 $434K 0.1% -170 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,742 shares; 2024Q4: 1,752 shares; 2025Q1: 1,778 shares; 2025Q2: 1,846 shares; 2025Q3: not reported; 2025Q4: 1,708 shares; 2026Q1: 1,781 shares; 2026Q2: 1,757 shares 1,757 $427K 0.1% -24 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,605 shares; 2024Q4: 1,590 shares; 2025Q1: 1,705 shares; 2025Q2: 1,550 shares; 2025Q3: not reported; 2025Q4: 1,705 shares; 2026Q1: 1,665 shares; 2026Q2: 1,665 shares 1,665 $426K 0.1% 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; 2024Q3: 3,708 shares; 2024Q4: 1,755 shares; 2025Q1: 3,465 shares; 2025Q2: 1,139 shares; 2025Q3: not reported; 2025Q4: 1,274 shares; 2026Q1: 1,201 shares; 2026Q2: 1,015 shares 1,015 $422K 0.1% -186 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,521 shares; 2024Q4: 4,554 shares; 2025Q1: 5,521 shares; 2025Q2: 5,521 shares; 2025Q3: 5,079 shares; 2025Q4: 5,079 shares; 2026Q1: 4,870 shares; 2026Q2: 4,729 shares 4,729 $419K 0.1% -141 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 710 shares 710 $412K 0.1% new 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: 1,840 shares; 2024Q4: not reported; 2025Q1: 1,919 shares; 2025Q2: not reported; 2025Q3: 1,975 shares; 2025Q4: 1,925 shares; 2026Q1: 1,847 shares; 2026Q2: 1,859 shares 1,859 $410K 0.1% +12 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: 3,220 shares; 2024Q4: 3,238 shares; 2025Q1: 3,258 shares; 2025Q2: 3,693 shares; 2025Q3: 3,312 shares; 2025Q4: 3,338 shares; 2026Q1: 3,821 shares; 2026Q2: 3,770 shares 3,770 $405K 0.1% -51 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,116 shares; 2024Q4: 2,064 shares; 2025Q1: 2,127 shares; 2025Q2: 2,266 shares; 2025Q3: not reported; 2025Q4: 1,891 shares; 2026Q1: 2,556 shares; 2026Q2: 2,458 shares 2,458 $402K 0.09% -98 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: 1,653 shares; 2024Q4: 1,623 shares; 2025Q1: 2,741 shares; 2025Q2: 1,623 shares; 2025Q3: not reported; 2025Q4: 1,728 shares; 2026Q1: 1,493 shares; 2026Q2: 1,408 shares 1,408 $396K 0.09% -85 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,505 shares; 2025Q4: 21,033 shares; 2026Q1: 7,338 shares; 2026Q2: 7,338 shares 7,338 $396K 0.09% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,856 shares; 2024Q4: 13,160 shares; 2025Q1: 14,016 shares; 2025Q2: 13,160 shares; 2025Q3: not reported; 2025Q4: 14,016 shares; 2026Q1: 25,468 shares; 2026Q2: 28,449 shares 28,449 $395K 0.09% +2,981 Timeline ODC OIL DRI CORP AMER More: the full row for OIL DRI CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,854 shares; 2025Q3: 3,854 shares; 2025Q4: not reported; 2026Q1: 3,854 shares; 2026Q2: 3,854 shares 3,854 $394K 0.09% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,924 shares; 2024Q4: not reported; 2025Q1: 2,880 shares; 2025Q2: not reported; 2025Q3: 2,180 shares; 2025Q4: 2,211 shares; 2026Q1: 2,211 shares; 2026Q2: 2,196 shares 2,196 $392K 0.09% -15 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,394 shares; 2024Q4: 10,255 shares; 2025Q1: 10,280 shares; 2025Q2: 10,255 shares; 2025Q3: 10,280 shares; 2025Q4: 9,280 shares; 2026Q1: 8,280 shares; 2026Q2: 3,968 shares 3,968 $375K 0.09% -4,312 Timeline CSX CSX CORP More: the full row for CSX 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: 7,867 shares; 2026Q2: 7,861 shares 7,861 $374K 0.09% -6 Timeline EIX EDISON INTL More: the full row for EDISON INTL 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: 4,508 shares; 2026Q2: 4,987 shares 4,987 $371K 0.09% +479 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: 1,932 shares; 2024Q4: not reported; 2025Q1: 1,932 shares; 2025Q2: not reported; 2025Q3: 1,932 shares; 2025Q4: 1,932 shares; 2026Q1: 1,932 shares; 2026Q2: 1,562 shares 1,562 $370K 0.09% -370 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: 2,716 shares; 2026Q1: 3,052 shares; 2026Q2: 3,058 shares 3,058 $359K 0.08% +6 Timeline SPXE PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,547 shares; 2024Q4: not reported; 2025Q1: 4,674 shares; 2025Q2: not reported; 2025Q3: 4,498 shares; 2025Q4: 4,391 shares; 2026Q1: 4,409 shares; 2026Q2: 4,429 shares 4,429 $357K 0.08% +20 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,963 shares; 2024Q4: 3,963 shares; 2025Q1: 4,308 shares; 2025Q2: 3,963 shares; 2025Q3: not reported; 2025Q4: 4,308 shares; 2026Q1: 4,187 shares; 2026Q2: 4,202 shares 4,202 $356K 0.08% +15 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: 958 shares; 2024Q4: not reported; 2025Q1: 1,197 shares; 2025Q2: 848 shares; 2025Q3: 958 shares; 2025Q4: 958 shares; 2026Q1: 964 shares; 2026Q2: 964 shares 964 $355K 0.08% 0 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; 2024Q3: 3,044 shares; 2024Q4: 6,088 shares; 2025Q1: 6,518 shares; 2025Q2: 6,088 shares; 2025Q3: not reported; 2025Q4: 6,518 shares; 2026Q1: 3,058 shares; 2026Q2: 3,050 shares 3,050 $350K 0.08% -8 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 699 shares; 2024Q4: 699 shares; 2025Q1: not reported; 2025Q2: 699 shares; 2025Q3: not reported; 2025Q4: 759 shares; 2026Q1: 485 shares; 2026Q2: 485 shares 485 $349K 0.08% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,398 shares; 2024Q4: 10,398 shares; 2025Q1: 10,398 shares; 2025Q2: 10,398 shares; 2025Q3: not reported; 2025Q4: 10,398 shares; 2026Q1: 8,434 shares; 2026Q2: 8,434 shares 8,434 $343K 0.08% 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: 3,695 shares; 2024Q4: 2,181 shares; 2025Q1: 3,754 shares; 2025Q2: 2,181 shares; 2025Q3: 1,415 shares; 2025Q4: 3,700 shares; 2026Q1: 3,521 shares; 2026Q2: 2,046 shares 2,046 $339K 0.08% -1,475 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,099 shares; 2024Q4: 1,099 shares; 2025Q1: 1,199 shares; 2025Q2: 1,099 shares; 2025Q3: not reported; 2025Q4: 1,199 shares; 2026Q1: 867 shares; 2026Q2: 857 shares 857 $334K 0.08% -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: 2,109 shares; 2024Q4: not reported; 2025Q1: 2,071 shares; 2025Q2: not reported; 2025Q3: 1,027 shares; 2025Q4: 1,514 shares; 2026Q1: 1,068 shares; 2026Q2: 921 shares 921 $334K 0.08% -147 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 655 shares; 2024Q4: not reported; 2025Q1: 671 shares; 2025Q2: not reported; 2025Q3: 504 shares; 2025Q4: 632 shares; 2026Q1: 624 shares; 2026Q2: 638 shares 638 $331K 0.08% +14 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,355 shares; 2024Q4: 2,355 shares; 2025Q1: 2,490 shares; 2025Q2: 2,275 shares; 2025Q3: not reported; 2025Q4: 2,570 shares; 2026Q1: 2,490 shares; 2026Q2: 2,490 shares 2,490 $330K 0.08% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,910 shares; 2024Q4: 3,910 shares; 2025Q1: 4,100 shares; 2025Q2: 3,860 shares; 2025Q3: not reported; 2025Q4: 4,150 shares; 2026Q1: 4,592 shares; 2026Q2: 4,549 shares 4,549 $329K 0.08% -43 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,080 shares 1,080 $326K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: 4,418 shares; 2025Q2: not reported; 2025Q3: 3,189 shares; 2025Q4: 3,938 shares; 2026Q1: 3,350 shares; 2026Q2: 3,338 shares 3,338 $322K 0.08% -12 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,990 shares; 2026Q2: 5,815 shares 5,815 $310K 0.07% +825 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,620 shares; 2024Q4: 3,531 shares; 2025Q1: 3,284 shares; 2025Q2: 3,898 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,763 shares; 2026Q2: 3,740 shares 3,740 $309K 0.07% -23 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 783 shares; 2024Q4: not reported; 2025Q1: 782 shares; 2025Q2: not reported; 2025Q3: 782 shares; 2025Q4: 738 shares; 2026Q1: 738 shares; 2026Q2: 833 shares 833 $308K 0.07% +95 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,982 shares; 2026Q2: 6,638 shares 6,638 $306K 0.07% +656 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 936 shares; 2024Q4: not reported; 2025Q1: 1,040 shares; 2025Q2: not reported; 2025Q3: 967 shares; 2025Q4: 942 shares; 2026Q1: 934 shares; 2026Q2: 902 shares 902 $305K 0.07% -32 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: 10,432 shares; 2024Q4: 10,212 shares; 2025Q1: 10,737 shares; 2025Q2: 10,212 shares; 2025Q3: not reported; 2025Q4: 10,737 shares; 2026Q1: 9,987 shares; 2026Q2: 10,047 shares 10,047 $303K 0.07% +60 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,696 shares; 2026Q1: 2,153 shares; 2026Q2: 2,072 shares 2,072 $303K 0.07% -81 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,535 shares; 2024Q4: not reported; 2025Q1: 2,485 shares; 2025Q2: not reported; 2025Q3: 2,504 shares; 2025Q4: 2,504 shares; 2026Q1: 2,581 shares; 2026Q2: 2,576 shares 2,576 $303K 0.07% -5 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,263 shares; 2024Q4: 3,263 shares; 2025Q1: 3,554 shares; 2025Q2: 3,263 shares; 2025Q3: not reported; 2025Q4: 3,543 shares; 2026Q1: 3,462 shares; 2026Q2: 2,376 shares 2,376 $301K 0.07% -1,086 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: 966 shares; 2024Q4: 966 shares; 2025Q1: 1,002 shares; 2025Q2: 956 shares; 2025Q3: not reported; 2025Q4: 979 shares; 2026Q1: 560 shares; 2026Q2: 580 shares 580 $295K 0.07% +20 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,101 shares; 2024Q4: 4,101 shares; 2025Q1: 4,351 shares; 2025Q2: 4,101 shares; 2025Q3: not reported; 2025Q4: 4,351 shares; 2026Q1: 4,259 shares; 2026Q2: 4,259 shares 4,259 $291K 0.07% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,922 shares; 2024Q4: 1,914 shares; 2025Q1: 1,914 shares; 2025Q2: 1,914 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,804 shares; 2026Q2: 2,715 shares 2,715 $289K 0.07% -89 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,609 shares; 2024Q4: 3,609 shares; 2025Q1: 3,899 shares; 2025Q2: 3,609 shares; 2025Q3: not reported; 2025Q4: 3,899 shares; 2026Q1: 3,556 shares; 2026Q2: 3,556 shares 3,556 $289K 0.07% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,121 shares; 2024Q4: 9,121 shares; 2025Q1: 9,043 shares; 2025Q2: 9,089 shares; 2025Q3: not reported; 2025Q4: 9,121 shares; 2026Q1: 5,498 shares; 2026Q2: 3,973 shares 3,973 $286K 0.07% -1,525 Timeline JNK 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: 3,235 shares; 2024Q4: 3,289 shares; 2025Q1: 4,093 shares; 2025Q2: 3,281 shares; 2025Q3: not reported; 2025Q4: 3,838 shares; 2026Q1: 2,856 shares; 2026Q2: 2,895 shares 2,895 $279K 0.07% +39 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,008 shares; 2024Q4: 3,008 shares; 2025Q1: 3,269 shares; 2025Q2: 1,960 shares; 2025Q3: not reported; 2025Q4: 3,198 shares; 2026Q1: 2,044 shares; 2026Q2: 1,688 shares 1,688 $278K 0.07% -356 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,048 shares; 2025Q1: 9,241 shares; 2025Q2: 9,566 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,641 shares; 2026Q2: 12,182 shares 12,182 $278K 0.07% -459 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,937 shares; 2024Q4: 4,981 shares; 2025Q1: 5,158 shares; 2025Q2: 5,334 shares; 2025Q3: not reported; 2025Q4: 4,564 shares; 2026Q1: 5,826 shares; 2026Q2: 5,678 shares 5,678 $275K 0.06% -148 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,533 shares; 2025Q4: 3,533 shares; 2026Q1: 3,533 shares; 2026Q2: 3,610 shares 3,610 $275K 0.06% +77 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,460 shares 4,460 $274K 0.06% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,944 shares; 2025Q2: 2,734 shares; 2025Q3: not reported; 2025Q4: 2,944 shares; 2026Q1: 3,043 shares; 2026Q2: 3,043 shares 3,043 $272K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,412 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,851 shares; 2026Q2: 2,722 shares 2,722 $263K 0.06% -129 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: not reported; 2024Q4: 1,665 shares; 2025Q1: 1,905 shares; 2025Q2: 1,665 shares; 2025Q3: not reported; 2025Q4: 1,905 shares; 2026Q1: 1,746 shares; 2026Q2: 1,731 shares 1,731 $262K 0.06% -15 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: 1,749 shares; 2024Q4: not reported; 2025Q1: 1,802 shares; 2025Q2: not reported; 2025Q3: 1,495 shares; 2025Q4: 1,763 shares; 2026Q1: 1,530 shares; 2026Q2: 1,586 shares 1,586 $261K 0.06% +56 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL 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: 105 shares; 2026Q1: 114 shares; 2026Q2: 132 shares 132 $258K 0.06% +18 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,133 shares; 2026Q2: 4,943 shares 4,943 $254K 0.06% -190 Timeline XBI 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: 4,221 shares; 2024Q4: not reported; 2025Q1: 2,862 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,597 shares; 2026Q2: 1,599 shares 1,599 $253K 0.06% +2 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,516 shares; 2024Q4: not reported; 2025Q1: 5,354 shares; 2025Q2: not reported; 2025Q3: 6,217 shares; 2025Q4: 6,217 shares; 2026Q1: 4,970 shares; 2026Q2: 4,107 shares 4,107 $250K 0.06% -863 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE 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: 6,155 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,160 shares; 2026Q2: 6,160 shares 6,160 $248K 0.06% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY 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: 3,767 shares; 2026Q2: 3,249 shares 3,249 $247K 0.06% -518 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,207 shares; 2024Q4: 5,207 shares; 2025Q1: 5,596 shares; 2025Q2: 5,207 shares; 2025Q3: not reported; 2025Q4: 5,596 shares; 2026Q1: 5,183 shares; 2026Q2: 5,183 shares 5,183 $246K 0.06% 0 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: 2,642 shares; 2024Q4: 1,562 shares; 2025Q1: 1,474 shares; 2025Q2: 1,501 shares; 2025Q3: 2,400 shares; 2025Q4: 2,396 shares; 2026Q1: 2,147 shares; 2026Q2: 1,123 shares 1,123 $246K 0.06% -1,024 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,368 shares 7,368 $245K 0.06% new Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,269 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,269 shares; 2025Q3: not reported; 2025Q4: 6,711 shares; 2026Q1: 6,711 shares; 2026Q2: 6,711 shares 6,711 $245K 0.06% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 354 shares; 2025Q2: not reported; 2025Q3: 339 shares; 2025Q4: 3,390 shares; 2026Q1: 3,407 shares; 2026Q2: 3,407 shares 3,407 $243K 0.06% 0 Timeline VHT 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: 867 shares; 2024Q4: not reported; 2025Q1: 868 shares; 2025Q2: not reported; 2025Q3: 790 shares; 2025Q4: 790 shares; 2026Q1: 790 shares; 2026Q2: 790 shares 790 $236K 0.06% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 644 shares; 2025Q4: 644 shares; 2026Q1: 644 shares; 2026Q2: 644 shares 644 $236K 0.06% 0 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: 1,521 shares; 2024Q4: 1,521 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,308 shares; 2026Q1: 1,296 shares; 2026Q2: 1,211 shares 1,211 $230K 0.05% -85 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 581 shares 581 $229K 0.05% new Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,206 shares 3,206 $223K 0.05% new Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,552 shares 2,552 $216K 0.05% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,085 shares; 2026Q2: 4,580 shares 4,580 $214K 0.05% +495 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,803 shares; 2024Q4: not reported; 2025Q1: 4,665 shares; 2025Q2: 4,665 shares; 2025Q3: 4,665 shares; 2025Q4: 4,665 shares; 2026Q1: 4,665 shares; 2026Q2: 4,665 shares 4,665 $212K 0.05% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,757 shares; 2024Q4: 7,757 shares; 2025Q1: 7,781 shares; 2025Q2: 7,808 shares; 2025Q3: not reported; 2025Q4: 7,757 shares; 2026Q1: 5,771 shares; 2026Q2: 4,941 shares 4,941 $209K 0.05% -830 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 840 shares; 2024Q4: not reported; 2025Q1: 843 shares; 2025Q2: 650 shares; 2025Q3: 1,098 shares; 2025Q4: 948 shares; 2026Q1: not reported; 2026Q2: 923 shares 923 $207K 0.05% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,282 shares; 2024Q4: 1,282 shares; 2025Q1: 1,472 shares; 2025Q2: 1,282 shares; 2025Q3: not reported; 2025Q4: 1,472 shares; 2026Q1: 1,226 shares; 2026Q2: 1,226 shares 1,226 $206K 0.05% 0 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI 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: 20,614 shares; 2026Q1: 22,787 shares; 2026Q2: 16,697 shares 16,697 $108K 0.03% -6,090 Timeline GOAI EVA LIVE INC More: the full row for EVA LIVE 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: 25,000 shares; 2026Q2: 25,000 shares 25,000 $65.8K 0.02% 0 Timeline PRPL PURPLE INNOVATION INC More: the full row for PURPLE INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $3.57K <0.01% 0 Timeline