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: 147,149 shares; 2024Q4: 153,083 shares; 2025Q1: 158,021 shares; 2025Q2: 154,514 shares; 2025Q3: 157,471 shares; 2025Q4: 167,647 shares; 2026Q1: 153,061 shares; 2026Q2: 856,907 shares 856,907 $73.8M 14.04% +703,846 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: 38,771 shares; 2024Q4: 39,079 shares; 2025Q1: 32,626 shares; 2025Q2: 31,068 shares; 2025Q3: 31,151 shares; 2025Q4: 35,918 shares; 2026Q1: 35,745 shares; 2026Q2: 40,339 shares 40,339 $30.2M 5.75% +4,594 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,685 shares; 2024Q4: 145,325 shares; 2025Q1: 185,031 shares; 2025Q2: 339,139 shares; 2025Q3: 397,406 shares; 2025Q4: 559,865 shares; 2026Q1: 666,106 shares; 2026Q2: 713,455 shares 713,455 $21M 3.99% +47,349 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: 123,654 shares; 2024Q4: 124,215 shares; 2025Q1: 109,937 shares; 2025Q2: 109,053 shares; 2025Q3: 111,729 shares; 2025Q4: 113,989 shares; 2026Q1: 123,412 shares; 2026Q2: 123,645 shares 123,645 $20.3M 3.86% +233 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: 11,851 shares; 2024Q4: 11,749 shares; 2025Q1: 17,434 shares; 2025Q2: 22,844 shares; 2025Q3: 24,564 shares; 2025Q4: 28,695 shares; 2026Q1: 35,743 shares; 2026Q2: 138,319 shares 138,319 $17.2M 3.27% +102,576 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: 140,656 shares; 2024Q4: 141,707 shares; 2025Q1: 112,241 shares; 2025Q2: 115,122 shares; 2025Q3: 123,614 shares; 2025Q4: 163,334 shares; 2026Q1: 172,719 shares; 2026Q2: 262,126 shares 262,126 $15.9M 3.03% +89,407 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: 36,084 shares; 2024Q4: 36,819 shares; 2025Q1: 48,977 shares; 2025Q2: 55,587 shares; 2025Q3: 58,663 shares; 2025Q4: 66,126 shares; 2026Q1: 71,072 shares; 2026Q2: 79,015 shares 79,015 $15.6M 2.97% +7,943 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: 61,641 shares; 2024Q4: 60,679 shares; 2025Q1: 60,285 shares; 2025Q2: 65,200 shares; 2025Q3: 70,175 shares; 2025Q4: 72,558 shares; 2026Q1: 90,026 shares; 2026Q2: 78,151 shares 78,151 $14.7M 2.8% -11,875 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 240,385 shares; 2026Q2: 305,400 shares 305,400 $14.6M 2.77% +65,015 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,337 shares; 2024Q4: 35,146 shares; 2025Q1: 47,672 shares; 2025Q2: 58,430 shares; 2025Q3: 69,806 shares; 2025Q4: 82,705 shares; 2026Q1: 101,150 shares; 2026Q2: 128,076 shares 128,076 $14M 2.66% +26,926 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 39,968 shares; 2025Q3: 239,599 shares; 2025Q4: 297,437 shares; 2026Q1: 235,871 shares; 2026Q2: 266,333 shares 266,333 $13.5M 2.57% +30,462 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 78,428 shares; 2025Q4: 78,129 shares; 2026Q1: 78,138 shares; 2026Q2: 78,181 shares 78,181 $11.4M 2.18% +43 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,607 shares; 2024Q4: 159,131 shares; 2025Q1: 190,345 shares; 2025Q2: 204,578 shares; 2025Q3: 219,256 shares; 2025Q4: 251,171 shares; 2026Q1: 287,423 shares; 2026Q2: 294,619 shares 294,619 $10.6M 2.02% +7,196 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,023 shares; 2024Q4: 21,837 shares; 2025Q1: 19,213 shares; 2025Q2: 21,805 shares; 2025Q3: 24,029 shares; 2025Q4: 24,581 shares; 2026Q1: 26,188 shares; 2026Q2: 28,718 shares 28,718 $10.6M 2.02% +2,530 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 211,185 shares; 2025Q3: 288,275 shares; 2025Q4: 313,559 shares; 2026Q1: 332,847 shares; 2026Q2: 329,569 shares 329,569 $10.5M 1.99% -3,278 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,472 shares; 2024Q4: 44,279 shares; 2025Q1: 28,454 shares; 2025Q2: 37,408 shares; 2025Q3: 32,986 shares; 2025Q4: 33,078 shares; 2026Q1: 33,073 shares; 2026Q2: 36,270 shares 36,270 $9.87M 1.88% +3,197 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: 38,138 shares; 2024Q4: 39,026 shares; 2025Q1: 49,354 shares; 2025Q2: 56,651 shares; 2025Q3: 58,856 shares; 2025Q4: 59,016 shares; 2026Q1: 60,109 shares; 2026Q2: 64,852 shares 64,852 $9.5M 1.81% +4,743 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,943 shares; 2024Q4: 20,333 shares; 2025Q1: 11,685 shares; 2025Q2: 13,236 shares; 2025Q3: 16,195 shares; 2025Q4: 130,872 shares; 2026Q1: 224,369 shares; 2026Q2: 321,590 shares 321,590 $8.91M 1.69% +97,221 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: 43,324 shares; 2024Q4: 42,368 shares; 2025Q1: 30,752 shares; 2025Q2: 31,344 shares; 2025Q3: 28,767 shares; 2025Q4: 28,462 shares; 2026Q1: 26,086 shares; 2026Q2: 33,309 shares 33,309 $7.26M 1.38% +7,223 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: 9,564 shares; 2024Q4: 10,969 shares; 2025Q1: 9,059 shares; 2025Q2: 12,444 shares; 2025Q3: 15,451 shares; 2025Q4: 17,979 shares; 2026Q1: 19,723 shares; 2026Q2: 23,940 shares 23,940 $6.93M 1.32% +4,217 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,447 shares; 2024Q4: 18,477 shares; 2025Q1: 23,893 shares; 2025Q2: 25,150 shares; 2025Q3: 26,646 shares; 2025Q4: 26,634 shares; 2026Q1: 28,230 shares; 2026Q2: 30,437 shares 30,437 $6.73M 1.28% +2,207 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,602 shares; 2024Q4: 9,462 shares; 2025Q1: 13,068 shares; 2025Q2: 25,428 shares; 2025Q3: 39,415 shares; 2025Q4: 85,435 shares; 2026Q1: 145,913 shares; 2026Q2: 180,479 shares 180,479 $6.65M 1.27% +34,566 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,238 shares; 2024Q4: 74,784 shares; 2025Q1: 52,477 shares; 2025Q2: 52,473 shares; 2025Q3: 49,838 shares; 2025Q4: 51,609 shares; 2026Q1: 48,024 shares; 2026Q2: 58,938 shares 58,938 $6.49M 1.23% +10,914 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,100 shares; 2025Q3: 12,003 shares; 2025Q4: 59,995 shares; 2026Q1: 98,662 shares; 2026Q2: 161,907 shares 161,907 $5.87M 1.12% +63,245 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: 10,126 shares; 2024Q4: 10,060 shares; 2025Q1: 12,376 shares; 2025Q2: 13,114 shares; 2025Q3: 13,049 shares; 2025Q4: 12,880 shares; 2026Q1: 14,177 shares; 2026Q2: 14,293 shares 14,293 $5.63M 1.07% +116 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: 9,029 shares; 2024Q4: 9,313 shares; 2025Q1: 13,072 shares; 2025Q2: 16,356 shares; 2025Q3: 16,474 shares; 2025Q4: 18,293 shares; 2026Q1: 20,002 shares; 2026Q2: 22,266 shares 22,266 $5.41M 1.03% +2,264 Timeline BOC BOSTON OMAHA CORP More: the full row for BOSTON OMAHA 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: 435,634 shares; 2025Q4: 435,744 shares; 2026Q1: 456,551 shares; 2026Q2: 363,526 shares 363,526 $4.96M 0.94% -93,025 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: 4,904 shares; 2024Q4: 5,049 shares; 2025Q1: 2,662 shares; 2025Q2: 10,696 shares; 2025Q3: 11,645 shares; 2025Q4: 12,032 shares; 2026Q1: 13,339 shares; 2026Q2: 22,339 shares 22,339 $4.47M 0.85% +9,000 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,800 shares; 2024Q4: 46,476 shares; 2025Q1: 37,936 shares; 2025Q2: 35,325 shares; 2025Q3: 40,618 shares; 2025Q4: 44,481 shares; 2026Q1: 84,289 shares; 2026Q2: 84,662 shares 84,662 $4.27M 0.81% +373 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,816 shares; 2024Q4: 11,624 shares; 2025Q1: 12,589 shares; 2025Q2: 10,201 shares; 2025Q3: 10,188 shares; 2025Q4: 11,465 shares; 2026Q1: 50,962 shares; 2026Q2: 46,019 shares 46,019 $4.04M 0.77% -4,943 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: 8,245 shares; 2024Q4: 7,946 shares; 2025Q1: 11,717 shares; 2025Q2: 18,354 shares; 2025Q3: 18,565 shares; 2025Q4: 19,973 shares; 2026Q1: 22,193 shares; 2026Q2: 21,918 shares 21,918 $3.91M 0.74% -275 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,251 shares; 2024Q4: 25,064 shares; 2025Q1: 23,677 shares; 2025Q2: 31,378 shares; 2025Q3: 32,731 shares; 2025Q4: 34,671 shares; 2026Q1: 45,525 shares; 2026Q2: 53,235 shares 53,235 $3.79M 0.72% +7,710 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,387 shares; 2025Q3: 6,991 shares; 2025Q4: 12,229 shares; 2026Q1: 21,741 shares; 2026Q2: 42,488 shares 42,488 $3.76M 0.72% +20,747 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: 5,425 shares; 2024Q4: 5,365 shares; 2025Q1: 4,943 shares; 2025Q2: 6,607 shares; 2025Q3: 5,946 shares; 2025Q4: 6,305 shares; 2026Q1: 7,259 shares; 2026Q2: 7,510 shares 7,510 $3.76M 0.71% +251 Timeline SLYG 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: 7,924 shares; 2024Q4: 7,829 shares; 2025Q1: 9,093 shares; 2025Q2: 10,160 shares; 2025Q3: 9,257 shares; 2025Q4: 16,125 shares; 2026Q1: 21,821 shares; 2026Q2: 30,994 shares 30,994 $3.69M 0.7% +9,173 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: 5,823 shares; 2026Q2: 6,100 shares 6,100 $3.54M 0.67% +277 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: 26,780 shares; 2024Q4: 29,351 shares; 2025Q1: 33,043 shares; 2025Q2: 32,591 shares; 2025Q3: 37,822 shares; 2025Q4: 40,414 shares; 2026Q1: 51,189 shares; 2026Q2: 50,987 shares 50,987 $3.44M 0.66% -202 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: 10,437 shares; 2024Q4: 9,917 shares; 2025Q1: 10,213 shares; 2025Q2: 10,252 shares; 2025Q3: 11,503 shares; 2025Q4: 12,334 shares; 2026Q1: 38,508 shares; 2026Q2: 39,053 shares 39,053 $3.24M 0.62% +545 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: 5,637 shares; 2024Q4: 6,320 shares; 2025Q1: 5,893 shares; 2025Q2: 7,172 shares; 2025Q3: 7,566 shares; 2025Q4: 10,595 shares; 2026Q1: 11,164 shares; 2026Q2: 13,346 shares 13,346 $3.18M 0.6% +2,182 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,227 shares; 2024Q4: 9,255 shares; 2025Q1: 20,700 shares; 2025Q2: 24,143 shares; 2025Q3: 22,704 shares; 2025Q4: 23,020 shares; 2026Q1: 26,791 shares; 2026Q2: 25,800 shares 25,800 $3.07M 0.58% -991 Timeline POOL POOL CORP More: the full row for POOL 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: 7,598 shares; 2026Q2: 13,907 shares 13,907 $2.99M 0.57% +6,309 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: 501 shares; 2024Q4: 688 shares; 2025Q1: 470 shares; 2025Q2: 948 shares; 2025Q3: 4,077 shares; 2025Q4: 4,607 shares; 2026Q1: 4,511 shares; 2026Q2: 5,161 shares 5,161 $2.91M 0.55% +650 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: 1,544 shares; 2024Q4: 2,528 shares; 2025Q1: 1,969 shares; 2025Q2: 2,695 shares; 2025Q3: 3,106 shares; 2025Q4: 6,269 shares; 2026Q1: 6,522 shares; 2026Q2: 7,774 shares 7,774 $2.78M 0.53% +1,252 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: 4,872 shares; 2024Q4: 4,852 shares; 2025Q1: 5,762 shares; 2025Q2: 7,169 shares; 2025Q3: 7,432 shares; 2025Q4: 7,947 shares; 2026Q1: 8,455 shares; 2026Q2: 8,718 shares 8,718 $2.67M 0.51% +263 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 15,347 shares 15,347 $2.62M 0.5% new Timeline BKE BUCKLE INC More: the full row for BUCKLE 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: 61,439 shares; 2025Q4: 61,439 shares; 2026Q1: 61,439 shares; 2026Q2: 61,446 shares 61,446 $2.59M 0.49% +7 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: 3,115 shares; 2024Q4: 3,568 shares; 2025Q1: 2,371 shares; 2025Q2: 3,516 shares; 2025Q3: 3,959 shares; 2025Q4: 5,384 shares; 2026Q1: 5,504 shares; 2026Q2: 6,852 shares 6,852 $2.56M 0.49% +1,348 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: 7,770 shares; 2024Q4: 7,658 shares; 2025Q1: 6,327 shares; 2025Q2: 6,282 shares; 2025Q3: 6,094 shares; 2025Q4: 6,299 shares; 2026Q1: 7,528 shares; 2026Q2: 30,633 shares 30,633 $2.47M 0.47% +23,105 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 117,936 shares 117,936 $2.44M 0.46% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,732 shares; 2024Q4: 1,640 shares; 2025Q1: 1,303 shares; 2025Q2: 2,504 shares; 2025Q3: 2,884 shares; 2025Q4: 2,940 shares; 2026Q1: 2,883 shares; 2026Q2: 3,129 shares 3,129 $2.34M 0.44% +246 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 921 shares; 2025Q3: 1,122 shares; 2025Q4: 1,665 shares; 2026Q1: 2,210 shares; 2026Q2: 7,118 shares 7,118 $2.33M 0.44% +4,908 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 56,038 shares 56,038 $2.28M 0.43% new Timeline MDYV 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: 17,959 shares; 2024Q4: 18,124 shares; 2025Q1: 21,919 shares; 2025Q2: 21,628 shares; 2025Q3: 22,071 shares; 2025Q4: 23,225 shares; 2026Q1: 23,051 shares; 2026Q2: 23,501 shares 23,501 $2.23M 0.42% +450 Timeline SPTM 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: 21,131 shares; 2024Q4: 21,593 shares; 2025Q1: 22,884 shares; 2025Q2: 27,133 shares; 2025Q3: 25,474 shares; 2025Q4: 25,004 shares; 2026Q1: 24,763 shares; 2026Q2: 23,909 shares 23,909 $2.17M 0.41% -854 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: not reported; 2025Q2: 2,986 shares; 2025Q3: 2,500 shares; 2025Q4: 3,186 shares; 2026Q1: 3,590 shares; 2026Q2: 13,577 shares 13,577 $2.15M 0.41% +9,987 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,286 shares; 2025Q3: 6,511 shares; 2025Q4: 10,813 shares; 2026Q1: 14,115 shares; 2026Q2: 26,006 shares 26,006 $2.15M 0.41% +11,891 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,784 shares 24,784 $2.01M 0.38% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,395 shares; 2024Q4: 17,140 shares; 2025Q1: 18,141 shares; 2025Q2: 17,572 shares; 2025Q3: 18,132 shares; 2025Q4: 18,354 shares; 2026Q1: 24,587 shares; 2026Q2: 24,336 shares 24,336 $2M 0.38% -251 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: 1,291 shares; 2024Q4: 1,547 shares; 2025Q1: 2,061 shares; 2025Q2: 2,713 shares; 2025Q3: 2,941 shares; 2025Q4: 2,961 shares; 2026Q1: 3,758 shares; 2026Q2: 4,585 shares 4,585 $1.93M 0.37% +827 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,423 shares; 2025Q3: 1,625 shares; 2025Q4: 3,382 shares; 2026Q1: 3,281 shares; 2026Q2: 4,968 shares 4,968 $1.88M 0.36% +1,687 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,349 shares; 2025Q3: 59,041 shares; 2025Q4: 57,498 shares; 2026Q1: 55,422 shares; 2026Q2: 54,503 shares 54,503 $1.84M 0.35% -919 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,437 shares; 2026Q1: 21,395 shares; 2026Q2: 34,467 shares 34,467 $1.66M 0.32% +13,072 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: not reported; 2024Q4: 1,261 shares; 2025Q1: 1,889 shares; 2025Q2: 2,928 shares; 2025Q3: 3,077 shares; 2025Q4: 3,251 shares; 2026Q1: 3,446 shares; 2026Q2: 4,628 shares 4,628 $1.64M 0.31% +1,182 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,849 shares; 2024Q4: 8,959 shares; 2025Q1: not reported; 2025Q2: 9,301 shares; 2025Q3: 10,538 shares; 2025Q4: 11,376 shares; 2026Q1: 31,262 shares; 2026Q2: 29,733 shares 29,733 $1.54M 0.29% -1,529 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,348 shares; 2026Q1: 6,507 shares; 2026Q2: 9,905 shares 9,905 $1.47M 0.28% +3,398 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 963 shares; 2024Q4: 960 shares; 2025Q1: 1,676 shares; 2025Q2: 3,203 shares; 2025Q3: 3,249 shares; 2025Q4: 3,461 shares; 2026Q1: 4,102 shares; 2026Q2: 4,011 shares 4,011 $1.47M 0.28% -91 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: 15,319 shares; 2024Q4: 15,521 shares; 2025Q1: 13,939 shares; 2025Q2: 14,033 shares; 2025Q3: 14,119 shares; 2025Q4: 14,134 shares; 2026Q1: 13,853 shares; 2026Q2: 13,458 shares 13,458 $1.3M 0.25% -395 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,214 shares; 2025Q4: 2,305 shares; 2026Q1: 2,273 shares; 2026Q2: 2,414 shares 2,414 $1.24M 0.24% +141 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,555 shares; 2024Q4: 14,997 shares; 2025Q1: 12,950 shares; 2025Q2: 31,843 shares; 2025Q3: 34,231 shares; 2025Q4: 34,127 shares; 2026Q1: 48,547 shares; 2026Q2: 24,456 shares 24,456 $1.24M 0.24% -24,091 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,350 shares; 2024Q4: 9,964 shares; 2025Q1: 9,546 shares; 2025Q2: 9,895 shares; 2025Q3: 10,082 shares; 2025Q4: 13,477 shares; 2026Q1: 14,771 shares; 2026Q2: 20,651 shares 20,651 $1.23M 0.23% +5,880 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,424 shares; 2024Q4: 3,056 shares; 2025Q1: 3,206 shares; 2025Q2: 3,207 shares; 2025Q3: 2,632 shares; 2025Q4: 2,595 shares; 2026Q1: 3,544 shares; 2026Q2: 3,534 shares 3,534 $1.22M 0.23% -10 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: 8,025 shares; 2024Q4: 9,150 shares; 2025Q1: 7,698 shares; 2025Q2: 8,145 shares; 2025Q3: 8,414 shares; 2025Q4: 14,570 shares; 2026Q1: 14,860 shares; 2026Q2: 15,079 shares 15,079 $1.16M 0.22% +219 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,874 shares 26,874 $1.14M 0.22% new Timeline IDEV 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: 19,039 shares; 2026Q2: 12,694 shares 12,694 $1.13M 0.21% -6,345 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,225 shares; 2025Q4: 2,273 shares; 2026Q1: 2,267 shares; 2026Q2: 2,337 shares 2,337 $952K 0.18% +70 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 133,250 shares; 2025Q2: 142,009 shares; 2025Q3: 63,451 shares; 2025Q4: 52,406 shares; 2026Q1: 35,985 shares; 2026Q2: 11,686 shares 11,686 $858K 0.16% -24,299 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 767 shares; 2025Q3: 852 shares; 2025Q4: 933 shares; 2026Q1: 955 shares; 2026Q2: 1,137 shares 1,137 $837K 0.16% +182 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: 3,278 shares; 2024Q4: 3,255 shares; 2025Q1: 3,394 shares; 2025Q2: 4,597 shares; 2025Q3: 4,881 shares; 2025Q4: 4,895 shares; 2026Q1: 4,838 shares; 2026Q2: 4,904 shares 4,904 $807K 0.15% +66 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: not reported; 2026Q1: not reported; 2026Q2: 694 shares 694 $801K 0.15% new Timeline MLPA 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: 4,307 shares; 2024Q4: 4,371 shares; 2025Q1: 4,433 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,459 shares; 2026Q2: 14,238 shares 14,238 $756K 0.14% -3,221 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: 814 shares; 2024Q4: 1,009 shares; 2025Q1: 1,023 shares; 2025Q2: 932 shares; 2025Q3: 904 shares; 2025Q4: 900 shares; 2026Q1: 823 shares; 2026Q2: 6,309 shares 6,309 $754K 0.14% +5,486 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 793 shares; 2026Q2: 1,011 shares 1,011 $731K 0.14% +218 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,361 shares; 2025Q4: 1,446 shares; 2026Q1: 1,389 shares; 2026Q2: 1,445 shares 1,445 $725K 0.14% +56 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,648 shares 11,648 $702K 0.13% new 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: 1,465 shares; 2025Q2: 1,442 shares; 2025Q3: 1,846 shares; 2025Q4: 1,864 shares; 2026Q1: 2,116 shares; 2026Q2: 2,316 shares 2,316 $702K 0.13% +200 Timeline NI NISOURCE INC More: the full row for NISOURCE 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: 14,164 shares 14,164 $673K 0.13% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 198 shares; 2026Q1: 224 shares; 2026Q2: 501 shares 501 $601K 0.11% +277 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: 7,044 shares; 2024Q4: 6,944 shares; 2025Q1: 5,106 shares; 2025Q2: 5,525 shares; 2025Q3: 5,304 shares; 2025Q4: 5,306 shares; 2026Q1: 5,319 shares; 2026Q2: 5,363 shares 5,363 $592K 0.11% +44 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,387 shares; 2025Q3: 2,446 shares; 2025Q4: 3,500 shares; 2026Q1: 4,852 shares; 2026Q2: 5,104 shares 5,104 $578K 0.11% +252 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,209 shares 10,209 $575K 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 613 shares; 2025Q3: 705 shares; 2025Q4: 1,584 shares; 2026Q1: 1,319 shares; 2026Q2: 1,624 shares 1,624 $557K 0.11% +305 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,169 shares; 2024Q4: 2,234 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 775 shares; 2025Q4: 792 shares; 2026Q1: 776 shares; 2026Q2: 1,158 shares 1,158 $553K 0.11% +382 Timeline PRE PRENETICS GLOBAL LTD More: the full row for PRENETICS GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,382 shares; 2025Q3: 17,382 shares; 2025Q4: 18,207 shares; 2026Q1: 28,147 shares; 2026Q2: 28,147 shares 28,147 $538K 0.1% 0 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: 465 shares; 2024Q4: 467 shares; 2025Q1: 514 shares; 2025Q2: 645 shares; 2025Q3: 794 shares; 2025Q4: 552 shares; 2026Q1: 627 shares; 2026Q2: 757 shares 757 $520K 0.1% +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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,219 shares; 2025Q4: 1,432 shares; 2026Q1: 1,619 shares; 2026Q2: 2,035 shares 2,035 $517K 0.1% +416 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,853 shares; 2026Q2: 7,251 shares 7,251 $507K 0.1% -602 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,069 shares; 2025Q3: 6,898 shares; 2025Q4: 6,971 shares; 2026Q1: 9,047 shares; 2026Q2: 4,455 shares 4,455 $479K 0.09% -4,592 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,208 shares; 2025Q3: 12,120 shares; 2025Q4: 12,686 shares; 2026Q1: 10,614 shares; 2026Q2: 9,149 shares 9,149 $479K 0.09% -1,465 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 345 shares; 2026Q1: 396 shares; 2026Q2: 473 shares 473 $479K 0.09% +77 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: 3,079 shares; 2024Q4: 3,185 shares; 2025Q1: 4,028 shares; 2025Q2: not reported; 2025Q3: 2,111 shares; 2025Q4: 2,158 shares; 2026Q1: 3,844 shares; 2026Q2: 4,021 shares 4,021 $472K 0.09% +177 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: 3,232 shares 3,232 $451K 0.09% new Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,447 shares; 2025Q3: 7,061 shares; 2025Q4: 6,911 shares; 2026Q1: 5,434 shares; 2026Q2: 4,476 shares 4,476 $451K 0.09% -958 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,086 shares 5,086 $442K 0.08% new Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,490 shares; 2026Q2: 3,368 shares 3,368 $420K 0.08% -3,122 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: 994 shares; 2025Q2: 1,648 shares; 2025Q3: 1,567 shares; 2025Q4: 3,143 shares; 2026Q1: 3,123 shares; 2026Q2: 2,137 shares 2,137 $407K 0.08% -986 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 218 shares; 2025Q3: not reported; 2025Q4: 233 shares; 2026Q1: 297 shares; 2026Q2: 415 shares 415 $388K 0.07% +118 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 313 shares 313 $368K 0.07% new Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV 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: 13,000 shares 13,000 $360K 0.07% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 467 shares 467 $356K 0.07% new Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,531 shares; 2025Q3: 1,488 shares; 2025Q4: 1,436 shares; 2026Q1: 1,782 shares; 2026Q2: 2,215 shares 2,215 $342K 0.06% +433 Timeline WFG WEST FRASER TIMBER CO LTD More: the full row for WEST FRASER TIMBER CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $338K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 633 shares; 2025Q4: 645 shares; 2026Q1: 646 shares; 2026Q2: 646 shares 646 $337K 0.06% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,022 shares 5,022 $336K 0.06% new Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,052 shares 14,052 $325K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 302 shares; 2026Q1: 304 shares; 2026Q2: 332 shares 332 $325K 0.06% +28 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,284 shares 1,284 $324K 0.06% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,810 shares; 2024Q4: 3,116 shares; 2025Q1: not reported; 2025Q2: 3,180 shares; 2025Q3: 3,285 shares; 2025Q4: 2,890 shares; 2026Q1: 2,922 shares; 2026Q2: 3,126 shares 3,126 $319K 0.06% +204 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 555 shares; 2025Q3: 596 shares; 2025Q4: 737 shares; 2026Q1: 695 shares; 2026Q2: 904 shares 904 $319K 0.06% +209 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 481 shares 481 $316K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,520 shares; 2026Q2: 2,288 shares 2,288 $313K 0.06% +768 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,575 shares; 2026Q2: 3,696 shares 3,696 $304K 0.06% -1,879 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,021 shares; 2026Q2: 1,239 shares 1,239 $300K 0.06% +218 Timeline SCHK 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: 12,231 shares; 2025Q3: 12,720 shares; 2025Q4: 12,759 shares; 2026Q1: 12,796 shares; 2026Q2: 8,300 shares 8,300 $299K 0.06% -4,496 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 687 shares 687 $298K 0.06% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 274 shares 274 $292K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,506 shares; 2026Q2: 1,744 shares 1,744 $289K 0.05% +238 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,163 shares; 2026Q1: not reported; 2026Q2: 2,322 shares 2,322 $271K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,024 shares 1,024 $258K 0.05% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,566 shares; 2026Q1: 1,587 shares; 2026Q2: 1,688 shares 1,688 $256K 0.05% +101 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 693 shares; 2026Q2: 693 shares 693 $255K 0.05% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,592 shares 5,592 $254K 0.05% new Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 888 shares; 2026Q2: 888 shares 888 $252K 0.05% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,795 shares 4,795 $251K 0.05% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,712 shares 2,712 $250K 0.05% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,414 shares 5,414 $250K 0.05% new Timeline JPIE 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: 5,426 shares 5,426 $250K 0.05% new Timeline FLCO FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,644 shares 11,644 $250K 0.05% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 438 shares; 2026Q1: 470 shares; 2026Q2: 624 shares 624 $248K 0.05% +154 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,434 shares; 2026Q2: 4,280 shares 4,280 $247K 0.05% -154 Timeline VXX BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,000 shares 11,000 $243K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,311 shares 1,311 $237K 0.05% new 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: not reported; 2025Q3: not reported; 2025Q4: 827 shares; 2026Q1: 827 shares; 2026Q2: 789 shares 789 $237K 0.05% -38 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 566 shares 566 $235K 0.04% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,397 shares 2,397 $221K 0.04% 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: 1,876 shares 1,876 $220K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,709 shares 1,709 $220K 0.04% new 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: 727 shares 727 $219K 0.04% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,101 shares; 2026Q2: 4,001 shares 4,001 $214K 0.04% -100 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 420 shares 420 $214K 0.04% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 709 shares 709 $211K 0.04% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,258 shares; 2024Q4: 20,174 shares; 2025Q1: 17,935 shares; 2025Q2: 13,739 shares; 2025Q3: 12,255 shares; 2025Q4: 11,836 shares; 2026Q1: 4,910 shares; 2026Q2: 2,128 shares 2,128 $211K 0.04% -2,782 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 732 shares; 2026Q2: 765 shares 765 $207K 0.04% +33 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,913 shares 7,913 $202K 0.04% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 538 shares 538 $201K 0.04% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $191K 0.04% new Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $97K 0.02% new Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,050 shares; 2026Q2: 10,350 shares 10,350 $87.9K 0.02% +300 Timeline