ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,242 shares; 2024Q4: not loaded; 2025Q1: 179,018 shares; 2025Q2: 184,265 shares; 2025Q3: 185,474 shares; 2025Q4: 195,697 shares; 2026Q1: 198,413 shares; 2026Q2: 196,749 shares 196,749 $33.4M 8.76% -1,664 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: 342,909 shares; 2024Q4: not loaded; 2025Q1: 361,780 shares; 2025Q2: 369,708 shares; 2025Q3: 364,535 shares; 2025Q4: 373,540 shares; 2026Q1: 383,559 shares; 2026Q2: 385,673 shares 385,673 $30.6M 8.05% +2,114 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,052 shares; 2024Q4: not loaded; 2025Q1: 141,736 shares; 2025Q2: 147,755 shares; 2025Q3: 148,001 shares; 2025Q4: 152,699 shares; 2026Q1: 156,369 shares; 2026Q2: 836,134 shares 836,134 $24.1M 6.32% +679,765 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: 72,212 shares; 2024Q4: not loaded; 2025Q1: 71,320 shares; 2025Q2: 70,456 shares; 2025Q3: 74,643 shares; 2025Q4: 75,625 shares; 2026Q1: 75,491 shares; 2026Q2: 75,456 shares 75,456 $23.6M 6.21% -35 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: 66,623 shares; 2024Q4: not loaded; 2025Q1: 66,869 shares; 2025Q2: 66,981 shares; 2025Q3: 64,979 shares; 2025Q4: 64,568 shares; 2026Q1: 64,304 shares; 2026Q2: 64,347 shares 64,347 $22.7M 5.97% +43 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: 235,703 shares; 2024Q4: not loaded; 2025Q1: 274,117 shares; 2025Q2: 287,658 shares; 2025Q3: 291,835 shares; 2025Q4: 321,649 shares; 2026Q1: 334,981 shares; 2026Q2: 337,554 shares 337,554 $14.2M 3.74% +2,573 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,918 shares; 2024Q4: not loaded; 2025Q1: 175,604 shares; 2025Q2: 182,312 shares; 2025Q3: 183,409 shares; 2025Q4: 319,564 shares; 2026Q1: 324,312 shares; 2026Q2: 350,716 shares 350,716 $13.4M 3.52% +26,404 Timeline VYMI 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: 85,328 shares; 2024Q4: not loaded; 2025Q1: 96,454 shares; 2025Q2: 101,186 shares; 2025Q3: 100,753 shares; 2025Q4: 98,453 shares; 2026Q1: 104,785 shares; 2026Q2: 122,274 shares 122,274 $12.8M 3.37% +17,489 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 274,130 shares; 2024Q4: not loaded; 2025Q1: 266,958 shares; 2025Q2: 270,271 shares; 2025Q3: 281,308 shares; 2025Q4: 282,361 shares; 2026Q1: 286,127 shares; 2026Q2: 282,222 shares 282,222 $11M 2.89% -3,905 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,512 shares; 2025Q4: 71,835 shares; 2026Q1: 74,404 shares; 2026Q2: 161,771 shares 161,771 $10.8M 2.83% +87,367 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: 20,463 shares; 2024Q4: not loaded; 2025Q1: 20,102 shares; 2025Q2: 20,049 shares; 2025Q3: 20,074 shares; 2025Q4: 20,154 shares; 2026Q1: 20,164 shares; 2026Q2: 20,005 shares 20,005 $10.4M 2.74% -159 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: 15,990 shares; 2024Q4: not loaded; 2025Q1: 15,925 shares; 2025Q2: 15,700 shares; 2025Q3: 15,205 shares; 2025Q4: 15,362 shares; 2026Q1: 15,335 shares; 2026Q2: 15,027 shares 15,027 $7.51M 1.97% -308 Timeline TCBK TRICO BANCSHARES More: the full row for TRICO BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,599 shares; 2024Q4: not loaded; 2025Q1: 124,170 shares; 2025Q2: 125,913 shares; 2025Q3: 127,042 shares; 2025Q4: 125,735 shares; 2026Q1: 126,082 shares; 2026Q2: 126,608 shares 126,608 $7.25M 1.9% +526 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: 34,954 shares; 2024Q4: not loaded; 2025Q1: 34,526 shares; 2025Q2: 33,765 shares; 2025Q3: 34,516 shares; 2025Q4: 30,046 shares; 2026Q1: 30,107 shares; 2026Q2: 27,794 shares 27,794 $7.21M 1.89% -2,313 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: 35,598 shares; 2024Q4: not loaded; 2025Q1: 36,841 shares; 2025Q2: 36,973 shares; 2025Q3: 37,093 shares; 2025Q4: 37,211 shares; 2026Q1: 37,330 shares; 2026Q2: 37,479 shares 37,479 $6.21M 1.63% +149 Timeline VIGI 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: 66,173 shares; 2024Q4: not loaded; 2025Q1: 60,545 shares; 2025Q2: 61,524 shares; 2025Q3: 60,816 shares; 2025Q4: 60,759 shares; 2026Q1: 60,315 shares; 2026Q2: 59,360 shares 59,360 $5.91M 1.55% -955 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: 3,152 shares; 2024Q4: not loaded; 2025Q1: 2,843 shares; 2025Q2: 6,094 shares; 2025Q3: 6,113 shares; 2025Q4: 6,116 shares; 2026Q1: 6,017 shares; 2026Q2: 5,910 shares 5,910 $5.6M 1.47% -107 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: 19,810 shares; 2024Q4: not loaded; 2025Q1: 18,236 shares; 2025Q2: 18,050 shares; 2025Q3: 17,879 shares; 2025Q4: 17,127 shares; 2026Q1: 17,136 shares; 2026Q2: 15,286 shares 15,286 $5.46M 1.44% -1,850 Timeline FUTY 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: 76,080 shares; 2024Q4: not loaded; 2025Q1: 80,782 shares; 2025Q2: 82,997 shares; 2025Q3: 84,042 shares; 2025Q4: 88,996 shares; 2026Q1: 90,613 shares; 2026Q2: 95,020 shares 95,020 $5.36M 1.41% +4,407 Timeline CALI 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 loaded; 2025Q1: 8,017 shares; 2025Q2: 11,073 shares; 2025Q3: 11,143 shares; 2025Q4: 54,521 shares; 2026Q1: 66,910 shares; 2026Q2: 84,322 shares 84,322 $4.25M 1.12% +17,412 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: 13,087 shares; 2024Q4: not loaded; 2025Q1: 13,483 shares; 2025Q2: 13,578 shares; 2025Q3: 14,438 shares; 2025Q4: 14,948 shares; 2026Q1: 15,155 shares; 2026Q2: 14,794 shares 14,794 $4.06M 1.07% -361 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: 99,761 shares; 2024Q4: not loaded; 2025Q1: 103,492 shares; 2025Q2: 103,948 shares; 2025Q3: 49,741 shares; 2025Q4: 49,201 shares; 2026Q1: 48,162 shares; 2026Q2: 48,407 shares 48,407 $3.87M 1.02% +245 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,350 shares; 2024Q4: not loaded; 2025Q1: 10,074 shares; 2025Q2: 9,874 shares; 2025Q3: 10,435 shares; 2025Q4: 10,437 shares; 2026Q1: 10,588 shares; 2026Q2: 9,769 shares 9,769 $3.02M 0.79% -819 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: 19,445 shares; 2024Q4: not loaded; 2025Q1: 21,314 shares; 2025Q2: 23,580 shares; 2025Q3: 24,820 shares; 2025Q4: 22,714 shares; 2026Q1: 22,917 shares; 2026Q2: 19,413 shares 19,413 $2.72M 0.71% -3,504 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: 18,692 shares; 2024Q4: not loaded; 2025Q1: 18,780 shares; 2025Q2: 19,722 shares; 2025Q3: 19,943 shares; 2025Q4: 18,983 shares; 2026Q1: 18,973 shares; 2026Q2: 11,655 shares 11,655 $2.61M 0.69% -7,318 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: 9,426 shares; 2024Q4: not loaded; 2025Q1: 9,874 shares; 2025Q2: 10,036 shares; 2025Q3: 10,079 shares; 2025Q4: 10,160 shares; 2026Q1: 10,039 shares; 2026Q2: 9,930 shares 9,930 $2.44M 0.64% -109 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: 17,265 shares; 2024Q4: not loaded; 2025Q1: 18,082 shares; 2025Q2: 17,933 shares; 2025Q3: 18,709 shares; 2025Q4: 19,314 shares; 2026Q1: 20,332 shares; 2026Q2: 23,609 shares 23,609 $2.38M 0.62% +3,277 Timeline KRE 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,148 shares; 2026Q1: 38,447 shares; 2026Q2: 30,823 shares 30,823 $2.35M 0.62% -7,624 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,599 shares; 2024Q4: not loaded; 2025Q1: 29,940 shares; 2025Q2: 32,012 shares; 2025Q3: 34,707 shares; 2025Q4: 38,449 shares; 2026Q1: 42,938 shares; 2026Q2: 45,216 shares 45,216 $2.34M 0.61% +2,278 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: 27,065 shares; 2024Q4: not loaded; 2025Q1: 37,977 shares; 2025Q2: 37,071 shares; 2025Q3: 37,424 shares; 2025Q4: 40,063 shares; 2026Q1: 41,711 shares; 2026Q2: 42,712 shares 42,712 $2.23M 0.58% +1,001 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: 10,200 shares; 2024Q4: not loaded; 2025Q1: 8,848 shares; 2025Q2: 8,872 shares; 2025Q3: 8,895 shares; 2025Q4: 8,817 shares; 2026Q1: 8,840 shares; 2026Q2: 8,784 shares 8,784 $2.15M 0.57% -56 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,410 shares; 2024Q4: not loaded; 2025Q1: 42,452 shares; 2025Q2: 43,419 shares; 2025Q3: 43,514 shares; 2025Q4: 46,228 shares; 2026Q1: 48,199 shares; 2026Q2: 51,741 shares 51,741 $2.1M 0.55% +3,542 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: 5,067 shares; 2024Q4: not loaded; 2025Q1: 5,190 shares; 2025Q2: 4,999 shares; 2025Q3: 5,069 shares; 2025Q4: 5,062 shares; 2026Q1: 5,082 shares; 2026Q2: 5,104 shares 5,104 $2.1M 0.55% +22 Timeline SHV 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 loaded; 2025Q1: 8,203 shares; 2025Q2: 18,368 shares; 2025Q3: 20,220 shares; 2025Q4: 20,710 shares; 2026Q1: 20,841 shares; 2026Q2: 18,972 shares 18,972 $2.09M 0.55% -1,869 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: 6,679 shares; 2024Q4: not loaded; 2025Q1: 6,891 shares; 2025Q2: 7,457 shares; 2025Q3: 6,093 shares; 2025Q4: 6,614 shares; 2026Q1: 7,020 shares; 2026Q2: 6,923 shares 6,923 $2.01M 0.53% -97 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,571 shares 37,571 $1.9M 0.5% new Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,837 shares; 2024Q4: not loaded; 2025Q1: 30,116 shares; 2025Q2: 29,801 shares; 2025Q3: 35,660 shares; 2025Q4: 35,591 shares; 2026Q1: 42,823 shares; 2026Q2: 37,312 shares 37,312 $1.87M 0.49% -5,511 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,597 shares 4,597 $1.87M 0.49% new 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: 10,660 shares; 2024Q4: not loaded; 2025Q1: 9,245 shares; 2025Q2: 9,308 shares; 2025Q3: 9,322 shares; 2025Q4: 9,337 shares; 2026Q1: 9,348 shares; 2026Q2: 9,359 shares 9,359 $1.82M 0.48% +11 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: 34,560 shares; 2024Q4: not loaded; 2025Q1: 34,343 shares; 2025Q2: 31,945 shares; 2025Q3: 29,056 shares; 2025Q4: 29,131 shares; 2026Q1: 29,217 shares; 2026Q2: 28,505 shares 28,505 $1.8M 0.47% -712 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,173 shares; 2024Q4: not loaded; 2025Q1: 22,780 shares; 2025Q2: 22,157 shares; 2025Q3: 20,584 shares; 2025Q4: 20,678 shares; 2026Q1: 20,719 shares; 2026Q2: 18,262 shares 18,262 $1.59M 0.42% -2,457 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: 96,167 shares; 2024Q4: not loaded; 2025Q1: 98,742 shares; 2025Q2: 97,699 shares; 2025Q3: 96,866 shares; 2025Q4: 36,877 shares; 2026Q1: 36,377 shares; 2026Q2: 32,640 shares 32,640 $1.54M 0.4% -3,737 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: 3,604 shares; 2024Q4: not loaded; 2025Q1: 3,604 shares; 2025Q2: 3,641 shares; 2025Q3: 3,681 shares; 2025Q4: 3,708 shares; 2026Q1: 3,723 shares; 2026Q2: 3,747 shares 3,747 $1.49M 0.39% +24 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: 1,533 shares; 2024Q4: not loaded; 2025Q1: 1,585 shares; 2025Q2: 1,587 shares; 2025Q3: 1,638 shares; 2025Q4: 1,691 shares; 2026Q1: 1,752 shares; 2026Q2: 1,753 shares 1,753 $1.48M 0.39% +1 Timeline VDC 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: 5,274 shares; 2024Q4: not loaded; 2025Q1: 5,810 shares; 2025Q2: 5,873 shares; 2025Q3: 5,892 shares; 2025Q4: 5,963 shares; 2026Q1: 6,032 shares; 2026Q2: 6,051 shares 6,051 $1.4M 0.37% +19 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: 4,282 shares; 2024Q4: not loaded; 2025Q1: 4,239 shares; 2025Q2: 3,829 shares; 2025Q3: 3,668 shares; 2025Q4: 3,588 shares; 2026Q1: 3,598 shares; 2026Q2: 3,607 shares 3,607 $1.38M 0.36% +9 Timeline VNQ 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: 12,871 shares; 2024Q4: not loaded; 2025Q1: 13,148 shares; 2025Q2: 12,487 shares; 2025Q3: 12,607 shares; 2025Q4: 13,255 shares; 2026Q1: 13,397 shares; 2026Q2: 13,515 shares 13,515 $1.33M 0.35% +118 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,304 shares; 2024Q4: not loaded; 2025Q1: 4,112 shares; 2025Q2: 4,129 shares; 2025Q3: 4,147 shares; 2025Q4: 4,094 shares; 2026Q1: 4,052 shares; 2026Q2: 4,060 shares 4,060 $1.29M 0.34% +8 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 744 shares; 2024Q4: not loaded; 2025Q1: 737 shares; 2025Q2: 733 shares; 2025Q3: 734 shares; 2025Q4: 723 shares; 2026Q1: 720 shares; 2026Q2: 734 shares 734 $1.28M 0.34% +14 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,545 shares; 2024Q4: not loaded; 2025Q1: 15,590 shares; 2025Q2: 15,162 shares; 2025Q3: 14,796 shares; 2025Q4: 15,072 shares; 2026Q1: 14,884 shares; 2026Q2: 14,214 shares 14,214 $1.26M 0.33% -670 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,823 shares; 2024Q4: not loaded; 2025Q1: 28,163 shares; 2025Q2: 29,790 shares; 2025Q3: 30,583 shares; 2025Q4: 14,991 shares; 2026Q1: 15,058 shares; 2026Q2: 14,544 shares 14,544 $1.2M 0.32% -514 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,528 shares; 2024Q4: not loaded; 2025Q1: 13,376 shares; 2025Q2: 12,626 shares; 2025Q3: 12,683 shares; 2025Q4: 12,749 shares; 2026Q1: 12,659 shares; 2026Q2: 12,628 shares 12,628 $1.18M 0.31% -31 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: 8,816 shares; 2024Q4: not loaded; 2025Q1: 7,773 shares; 2025Q2: 7,924 shares; 2025Q3: 7,952 shares; 2025Q4: 7,892 shares; 2026Q1: 7,874 shares; 2026Q2: 7,865 shares 7,865 $1.17M 0.31% -9 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: 4,774 shares; 2024Q4: not loaded; 2025Q1: 4,904 shares; 2025Q2: 4,912 shares; 2025Q3: 4,936 shares; 2025Q4: 9,836 shares; 2026Q1: 9,848 shares; 2026Q2: 6,011 shares 6,011 $1.13M 0.3% -3,837 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: 14,413 shares; 2024Q4: not loaded; 2025Q1: 14,140 shares; 2025Q2: 13,853 shares; 2025Q3: 13,996 shares; 2025Q4: 14,062 shares; 2026Q1: 14,094 shares; 2026Q2: 14,028 shares 14,028 $1.09M 0.29% -66 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: 17,974 shares; 2024Q4: not loaded; 2025Q1: 17,346 shares; 2025Q2: 17,497 shares; 2025Q3: 17,615 shares; 2025Q4: 17,736 shares; 2026Q1: 17,981 shares; 2026Q2: 16,934 shares 16,934 $1.09M 0.29% -1,047 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: not reported; 2024Q4: not loaded; 2025Q1: 2,487 shares; 2025Q2: 2,934 shares; 2025Q3: 3,066 shares; 2025Q4: 4,401 shares; 2026Q1: 4,636 shares; 2026Q2: 4,654 shares 4,654 $1.05M 0.28% +18 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: 577 shares; 2024Q4: not loaded; 2025Q1: 645 shares; 2025Q2: 1,368 shares; 2025Q3: 1,369 shares; 2025Q4: 1,419 shares; 2026Q1: 1,423 shares; 2026Q2: 1,441 shares 1,441 $1.04M 0.27% +18 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: 2,118 shares; 2024Q4: not loaded; 2025Q1: 2,927 shares; 2025Q2: 3,234 shares; 2025Q3: 3,290 shares; 2025Q4: 3,135 shares; 2026Q1: 3,135 shares; 2026Q2: 3,114 shares 3,114 $1.02M 0.27% -21 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: 4,508 shares; 2024Q4: not loaded; 2025Q1: 5,016 shares; 2025Q2: 5,424 shares; 2025Q3: 5,296 shares; 2025Q4: 5,331 shares; 2026Q1: 5,360 shares; 2026Q2: 5,389 shares 5,389 $1.01M 0.26% +29 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,774 shares; 2024Q4: not loaded; 2025Q1: 17,922 shares; 2025Q2: 18,000 shares; 2025Q3: 18,075 shares; 2025Q4: 18,158 shares; 2026Q1: 18,234 shares; 2026Q2: 18,312 shares 18,312 $986K 0.26% +78 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: 6,873 shares; 2024Q4: not loaded; 2025Q1: 6,278 shares; 2025Q2: 7,099 shares; 2025Q3: 7,104 shares; 2025Q4: 7,659 shares; 2026Q1: 7,689 shares; 2026Q2: 7,447 shares 7,447 $958K 0.25% -242 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,589 shares; 2024Q4: not loaded; 2025Q1: 1,626 shares; 2025Q2: 1,627 shares; 2025Q3: 1,623 shares; 2025Q4: 1,553 shares; 2026Q1: 1,574 shares; 2026Q2: 1,603 shares 1,603 $949K 0.25% +29 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,030 shares; 2024Q4: not loaded; 2025Q1: 3,284 shares; 2025Q2: 5,176 shares; 2025Q3: 6,092 shares; 2025Q4: 6,115 shares; 2026Q1: 8,450 shares; 2026Q2: 9,476 shares 9,476 $939K 0.25% +1,026 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,245 shares; 2024Q4: not loaded; 2025Q1: 9,330 shares; 2025Q2: 9,462 shares; 2025Q3: 9,462 shares; 2025Q4: 9,843 shares; 2026Q1: 9,943 shares; 2026Q2: 9,857 shares 9,857 $929K 0.24% -86 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: 7,472 shares; 2024Q4: not loaded; 2025Q1: 7,795 shares; 2025Q2: 7,806 shares; 2025Q3: 7,817 shares; 2025Q4: 7,920 shares; 2026Q1: 7,922 shares; 2026Q2: 8,141 shares 8,141 $911K 0.24% +219 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: 6,529 shares; 2024Q4: not loaded; 2025Q1: 6,496 shares; 2025Q2: 6,508 shares; 2025Q3: 6,520 shares; 2025Q4: 7,218 shares; 2026Q1: 7,333 shares; 2026Q2: 8,254 shares 8,254 $888K 0.23% +921 Timeline VPU 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: 4,698 shares; 2024Q4: not loaded; 2025Q1: 4,631 shares; 2025Q2: 4,647 shares; 2025Q3: 4,661 shares; 2025Q4: 4,664 shares; 2026Q1: 4,667 shares; 2026Q2: 4,669 shares 4,669 $882K 0.23% +2 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,035 shares; 2024Q4: not loaded; 2025Q1: 67,279 shares; 2025Q2: 65,762 shares; 2025Q3: 67,006 shares; 2025Q4: 68,796 shares; 2026Q1: 64,872 shares; 2026Q2: 65,484 shares 65,484 $820K 0.22% +612 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: 2,619 shares; 2024Q4: not loaded; 2025Q1: 2,650 shares; 2025Q2: 2,665 shares; 2025Q3: 2,622 shares; 2025Q4: 2,625 shares; 2026Q1: 2,629 shares; 2026Q2: 2,631 shares 2,631 $771K 0.2% +2 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,955 shares; 2024Q4: not loaded; 2025Q1: 8,185 shares; 2025Q2: 8,571 shares; 2025Q3: 9,360 shares; 2025Q4: 9,312 shares; 2026Q1: 9,385 shares; 2026Q2: 9,125 shares 9,125 $743K 0.2% -260 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,723 shares; 2024Q4: not loaded; 2025Q1: 6,716 shares; 2025Q2: 6,414 shares; 2025Q3: 5,611 shares; 2025Q4: 5,176 shares; 2026Q1: 5,293 shares; 2026Q2: 5,330 shares 5,330 $731K 0.19% +37 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: 5,193 shares; 2024Q4: not loaded; 2025Q1: 5,299 shares; 2025Q2: 4,985 shares; 2025Q3: 4,884 shares; 2025Q4: 4,907 shares; 2026Q1: 4,879 shares; 2026Q2: 4,981 shares 4,981 $726K 0.19% +102 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,041 shares; 2024Q4: not loaded; 2025Q1: 18,133 shares; 2025Q2: 17,694 shares; 2025Q3: 18,490 shares; 2025Q4: 18,646 shares; 2026Q1: 19,560 shares; 2026Q2: 20,672 shares 20,672 $708K 0.19% +1,112 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,883 shares; 2024Q4: not loaded; 2025Q1: 15,596 shares; 2025Q2: 15,796 shares; 2025Q3: 15,796 shares; 2025Q4: 16,141 shares; 2026Q1: 16,938 shares; 2026Q2: 16,834 shares 16,834 $693K 0.18% -104 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 902 shares; 2024Q4: not loaded; 2025Q1: 839 shares; 2025Q2: 839 shares; 2025Q3: 840 shares; 2025Q4: 841 shares; 2026Q1: 841 shares; 2026Q2: 785 shares 785 $682K 0.18% -56 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: 742 shares; 2024Q4: not loaded; 2025Q1: 818 shares; 2025Q2: 819 shares; 2025Q3: 820 shares; 2025Q4: 821 shares; 2026Q1: 696 shares; 2026Q2: 5,578 shares 5,578 $677K 0.18% +4,882 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,030 shares; 2024Q4: not loaded; 2025Q1: 1,030 shares; 2025Q2: 1,030 shares; 2025Q3: 1,030 shares; 2025Q4: 1,030 shares; 2026Q1: 1,030 shares; 2026Q2: 1,030 shares 1,030 $664K 0.17% 0 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: 8,800 shares; 2024Q4: not loaded; 2025Q1: 7,618 shares; 2025Q2: 7,663 shares; 2025Q3: 5,910 shares; 2025Q4: 5,788 shares; 2026Q1: 5,788 shares; 2026Q2: 3,813 shares 3,813 $656K 0.17% -1,975 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,053 shares; 2024Q4: not loaded; 2025Q1: 4,043 shares; 2025Q2: 4,048 shares; 2025Q3: 4,060 shares; 2025Q4: 4,015 shares; 2026Q1: 3,851 shares; 2026Q2: 3,854 shares 3,854 $647K 0.17% +3 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: 3,966 shares; 2024Q4: not loaded; 2025Q1: 4,185 shares; 2025Q2: 4,198 shares; 2025Q3: 4,310 shares; 2025Q4: 4,323 shares; 2026Q1: 4,120 shares; 2026Q2: 4,064 shares 4,064 $622K 0.16% -56 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: 1,731 shares; 2024Q4: not loaded; 2025Q1: 1,716 shares; 2025Q2: 1,614 shares; 2025Q3: 1,641 shares; 2025Q4: 1,643 shares; 2026Q1: 1,645 shares; 2026Q2: 1,641 shares 1,641 $595K 0.16% -4 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: 3,175 shares; 2024Q4: not loaded; 2025Q1: 3,193 shares; 2025Q2: 3,041 shares; 2025Q3: 3,056 shares; 2025Q4: 3,090 shares; 2026Q1: 3,107 shares; 2026Q2: 3,122 shares 3,122 $592K 0.16% +15 Timeline NCA NUVEEN CALIFORNIA MUNI VLU F More: the full row for NUVEEN CALIFORNIA MUNI VLU F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,456 shares; 2024Q4: not loaded; 2025Q1: 75,987 shares; 2025Q2: 76,124 shares; 2025Q3: 76,262 shares; 2025Q4: 69,436 shares; 2026Q1: 69,522 shares; 2026Q2: 64,704 shares 64,704 $589K 0.15% -4,818 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,620 shares; 2024Q4: not loaded; 2025Q1: 7,751 shares; 2025Q2: 7,820 shares; 2025Q3: 7,886 shares; 2025Q4: 7,950 shares; 2026Q1: 8,019 shares; 2026Q2: 8,089 shares 8,089 $585K 0.15% +70 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,649 shares; 2024Q4: not loaded; 2025Q1: 95,895 shares; 2025Q2: 98,554 shares; 2025Q3: 99,102 shares; 2025Q4: 98,613 shares; 2026Q1: 99,863 shares; 2026Q2: 18,777 shares 18,777 $579K 0.15% -81,086 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 10,800 shares; 2025Q2: 10,785 shares; 2025Q3: 11,618 shares; 2025Q4: 11,453 shares; 2026Q1: 11,497 shares; 2026Q2: 11,028 shares 11,028 $578K 0.15% -469 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 2,338 shares; 2025Q3: 2,353 shares; 2025Q4: 2,366 shares; 2026Q1: 2,381 shares; 2026Q2: 2,396 shares 2,396 $568K 0.15% +15 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: 4,946 shares; 2024Q4: not loaded; 2025Q1: 4,868 shares; 2025Q2: 4,891 shares; 2025Q3: 4,914 shares; 2025Q4: 4,940 shares; 2026Q1: 4,960 shares; 2026Q2: 4,970 shares 4,970 $568K 0.15% +10 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: 6,464 shares; 2024Q4: not loaded; 2025Q1: 6,343 shares; 2025Q2: 6,388 shares; 2025Q3: 6,434 shares; 2025Q4: 6,480 shares; 2026Q1: 6,533 shares; 2026Q2: 5,722 shares 5,722 $559K 0.15% -811 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: 5,564 shares; 2024Q4: not loaded; 2025Q1: 5,540 shares; 2025Q2: 5,666 shares; 2025Q3: 5,091 shares; 2025Q4: 4,949 shares; 2026Q1: 4,963 shares; 2026Q2: 4,977 shares 4,977 $525K 0.14% +14 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,503 shares; 2024Q4: not loaded; 2025Q1: 9,793 shares; 2025Q2: 9,853 shares; 2025Q3: 9,969 shares; 2025Q4: 10,080 shares; 2026Q1: 10,030 shares; 2026Q2: 9,280 shares 9,280 $525K 0.14% -750 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,870 shares 25,870 $521K 0.14% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,163 shares; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,028 shares; 2025Q3: 1,030 shares; 2025Q4: 1,031 shares; 2026Q1: 1,032 shares; 2026Q2: 932 shares 932 $506K 0.13% -100 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 loaded; 2025Q1: 3,061 shares; 2025Q2: 2,772 shares; 2025Q3: 2,828 shares; 2025Q4: 2,865 shares; 2026Q1: 2,851 shares; 2026Q2: 4,993 shares 4,993 $502K 0.13% +2,142 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: 515 shares; 2024Q4: not loaded; 2025Q1: 542 shares; 2025Q2: 549 shares; 2025Q3: 545 shares; 2025Q4: 547 shares; 2026Q1: 523 shares; 2026Q2: 706 shares 706 $502K 0.13% +183 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,358 shares; 2024Q4: not loaded; 2025Q1: 1,364 shares; 2025Q2: 1,366 shares; 2025Q3: 1,421 shares; 2025Q4: 1,323 shares; 2026Q1: 1,354 shares; 2026Q2: 1,380 shares 1,380 $491K 0.13% +26 Timeline IMTM 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 loaded; 2025Q1: not reported; 2025Q2: 4,986 shares; 2025Q3: 5,261 shares; 2025Q4: 8,052 shares; 2026Q1: 8,796 shares; 2026Q2: 9,083 shares 9,083 $487K 0.13% +287 Timeline PWZ 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: 22,000 shares; 2024Q4: not loaded; 2025Q1: 22,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $483K 0.13% 0 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: 1,850 shares; 2024Q4: not loaded; 2025Q1: 1,680 shares; 2025Q2: 1,425 shares; 2025Q3: 1,607 shares; 2025Q4: 1,653 shares; 2026Q1: 1,660 shares; 2026Q2: 1,706 shares 1,706 $468K 0.12% +46 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,799 shares; 2024Q4: not loaded; 2025Q1: 3,771 shares; 2025Q2: 3,853 shares; 2025Q3: 3,756 shares; 2025Q4: 3,767 shares; 2026Q1: 3,348 shares; 2026Q2: 3,305 shares 3,305 $456K 0.12% -43 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: 4,228 shares; 2024Q4: not loaded; 2025Q1: 4,070 shares; 2025Q2: 3,647 shares; 2025Q3: 3,591 shares; 2025Q4: 3,696 shares; 2026Q1: 3,718 shares; 2026Q2: 3,245 shares 3,245 $451K 0.12% -473 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,156 shares; 2024Q4: not loaded; 2025Q1: 17,263 shares; 2025Q2: 19,103 shares; 2025Q3: 20,420 shares; 2025Q4: 10,116 shares; 2026Q1: 10,316 shares; 2026Q2: 10,316 shares 10,316 $451K 0.12% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,493 shares; 2024Q4: not loaded; 2025Q1: 14,759 shares; 2025Q2: 14,982 shares; 2025Q3: 14,142 shares; 2025Q4: 14,339 shares; 2026Q1: 14,399 shares; 2026Q2: 14,548 shares 14,548 $446K 0.12% +149 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,807 shares; 2024Q4: not loaded; 2025Q1: 8,705 shares; 2025Q2: 9,622 shares; 2025Q3: 11,053 shares; 2025Q4: 11,744 shares; 2026Q1: 11,982 shares; 2026Q2: 9,940 shares 9,940 $443K 0.12% -2,042 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: 444 shares; 2024Q4: not loaded; 2025Q1: 527 shares; 2025Q2: 531 shares; 2025Q3: 569 shares; 2025Q4: 561 shares; 2026Q1: 576 shares; 2026Q2: 572 shares 572 $442K 0.12% -4 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,146 shares 5,146 $440K 0.12% new Timeline FENY 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: 11,400 shares; 2024Q4: not loaded; 2025Q1: 15,808 shares; 2025Q2: 14,839 shares; 2025Q3: 16,882 shares; 2025Q4: 18,266 shares; 2026Q1: 16,921 shares; 2026Q2: 13,699 shares 13,699 $438K 0.11% -3,222 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 430 shares; 2025Q4: 431 shares; 2026Q1: 431 shares; 2026Q2: 431 shares 431 $427K 0.11% 0 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,155 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,155 shares 1,155 $420K 0.11% 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 loaded; 2025Q1: not reported; 2025Q2: 3,190 shares; 2025Q3: 3,217 shares; 2025Q4: 3,340 shares; 2026Q1: 3,340 shares; 2026Q2: 3,422 shares 3,422 $415K 0.11% +82 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: 1,291 shares; 2024Q4: not loaded; 2025Q1: 1,298 shares; 2025Q2: 1,302 shares; 2025Q3: 1,306 shares; 2025Q4: 1,312 shares; 2026Q1: 1,315 shares; 2026Q2: 1,318 shares 1,318 $411K 0.11% +3 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 6,437 shares; 2025Q3: 6,471 shares; 2025Q4: 6,751 shares; 2026Q1: 9,642 shares; 2026Q2: 10,706 shares 10,706 $411K 0.11% +1,064 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 loaded; 2025Q1: not reported; 2025Q2: 1,107 shares; 2025Q3: 1,052 shares; 2025Q4: 968 shares; 2026Q1: 970 shares; 2026Q2: 901 shares 901 $385K 0.1% -69 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,636 shares; 2024Q4: not loaded; 2025Q1: 1,372 shares; 2025Q2: 1,159 shares; 2025Q3: 1,212 shares; 2025Q4: 1,297 shares; 2026Q1: 1,319 shares; 2026Q2: 1,422 shares 1,422 $384K 0.1% +103 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,124 shares; 2024Q4: not loaded; 2025Q1: 2,155 shares; 2025Q2: 2,232 shares; 2025Q3: 1,957 shares; 2025Q4: 2,140 shares; 2026Q1: 2,144 shares; 2026Q2: 2,099 shares 2,099 $384K 0.1% -45 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,130 shares; 2026Q2: 30,000 shares 30,000 $349K 0.09% -3,130 Timeline SHLD 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,501 shares; 2025Q4: 3,757 shares; 2026Q1: 5,007 shares; 2026Q2: 5,017 shares 5,017 $346K 0.09% +10 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,076 shares; 2024Q4: not loaded; 2025Q1: 4,163 shares; 2025Q2: 4,204 shares; 2025Q3: 4,239 shares; 2025Q4: 4,285 shares; 2026Q1: 4,308 shares; 2026Q2: 4,356 shares 4,356 $342K 0.09% +48 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: 1,271 shares; 2024Q4: not loaded; 2025Q1: 1,378 shares; 2025Q2: 1,149 shares; 2025Q3: 912 shares; 2025Q4: 914 shares; 2026Q1: 914 shares; 2026Q2: 916 shares 916 $339K 0.09% +2 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,104 shares 18,104 $327K 0.09% new 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 653 shares; 2026Q1: 774 shares; 2026Q2: 754 shares 754 $317K 0.08% -20 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,495 shares; 2026Q1: 3,499 shares; 2026Q2: 3,615 shares 3,615 $315K 0.08% +116 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,181 shares; 2025Q4: 4,005 shares; 2026Q1: 4,336 shares; 2026Q2: 4,104 shares 4,104 $312K 0.08% -232 Timeline SEMI COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 9,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares; 2026Q2: 8,000 shares 8,000 $311K 0.08% 0 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 670 shares; 2025Q3: 672 shares; 2025Q4: 674 shares; 2026Q1: 676 shares; 2026Q2: 678 shares 678 $304K 0.08% +2 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,051 shares; 2025Q3: 1,091 shares; 2025Q4: 1,291 shares; 2026Q1: 1,291 shares; 2026Q2: 1,291 shares 1,291 $303K 0.08% 0 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 6,407 shares; 2025Q3: 6,663 shares; 2025Q4: 6,848 shares; 2026Q1: 6,896 shares; 2026Q2: 6,857 shares 6,857 $300K 0.08% -39 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,731 shares; 2024Q4: not loaded; 2025Q1: 3,493 shares; 2025Q2: 2,862 shares; 2025Q3: 2,866 shares; 2025Q4: 2,870 shares; 2026Q1: 2,876 shares; 2026Q2: 2,882 shares 2,882 $296K 0.08% +6 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,760 shares; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 3,488 shares; 2025Q3: 3,597 shares; 2025Q4: 3,606 shares; 2026Q1: 3,613 shares; 2026Q2: 3,622 shares 3,622 $292K 0.08% +9 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,018 shares 2,018 $292K 0.08% new 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: 850 shares; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 777 shares; 2026Q2: 500 shares 500 $291K 0.08% -277 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: 1,266 shares; 2024Q4: not loaded; 2025Q1: 1,269 shares; 2025Q2: 1,021 shares; 2025Q3: 454 shares; 2025Q4: 457 shares; 2026Q1: 457 shares; 2026Q2: 458 shares 458 $285K 0.07% +1 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: 4,299 shares; 2024Q4: not loaded; 2025Q1: 4,431 shares; 2025Q2: 4,010 shares; 2025Q3: 4,055 shares; 2025Q4: 4,099 shares; 2026Q1: 4,099 shares; 2026Q2: 4,142 shares 4,142 $283K 0.07% +43 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: 15,181 shares; 2024Q4: not loaded; 2025Q1: 15,404 shares; 2025Q2: 14,523 shares; 2025Q3: 11,919 shares; 2025Q4: 12,621 shares; 2026Q1: 12,621 shares; 2026Q2: 11,826 shares 11,826 $281K 0.07% -795 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: not loaded; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,071 shares; 2026Q1: 1,123 shares; 2026Q2: 1,225 shares 1,225 $279K 0.07% +102 Timeline FQAL 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,916 shares; 2025Q4: 3,042 shares; 2026Q1: 3,049 shares; 2026Q2: 3,256 shares 3,256 $277K 0.07% +207 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: 3,510 shares; 2024Q4: not loaded; 2025Q1: 3,577 shares; 2025Q2: 3,612 shares; 2025Q3: 3,648 shares; 2025Q4: 3,697 shares; 2026Q1: 3,721 shares; 2026Q2: 3,771 shares 3,771 $273K 0.07% +50 Timeline FMAT 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: 6,216 shares; 2024Q4: not loaded; 2025Q1: 4,897 shares; 2025Q2: 4,916 shares; 2025Q3: 4,303 shares; 2025Q4: 4,477 shares; 2026Q1: 4,490 shares; 2026Q2: 4,502 shares 4,502 $272K 0.07% +12 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 902 shares; 2025Q4: 1,102 shares; 2026Q1: 1,103 shares; 2026Q2: 740 shares 740 $262K 0.07% -363 Timeline XLF 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: 4,242 shares; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 4,289 shares; 2025Q3: 4,428 shares; 2025Q4: 4,318 shares; 2026Q1: 4,340 shares; 2026Q2: 4,355 shares 4,355 $251K 0.07% +15 Timeline VLUE 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 loaded; 2025Q1: 2,142 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,257 shares 1,257 $248K 0.07% 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,098 shares 1,098 $245K 0.06% new 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,375 shares 2,375 $244K 0.06% new Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,131 shares; 2024Q4: not loaded; 2025Q1: 8,554 shares; 2025Q2: 8,522 shares; 2025Q3: 8,789 shares; 2025Q4: 8,922 shares; 2026Q1: 8,990 shares; 2026Q2: 9,808 shares 9,808 $244K 0.06% +818 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,025 shares; 2024Q4: not loaded; 2025Q1: 1,025 shares; 2025Q2: 1,025 shares; 2025Q3: not reported; 2025Q4: 1,025 shares; 2026Q1: 1,025 shares; 2026Q2: 1,025 shares 1,025 $241K 0.06% 0 Timeline HYXF 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,051 shares; 2026Q2: 5,152 shares 5,152 $239K 0.06% +101 Timeline AGNG 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,853 shares; 2026Q2: 6,163 shares 6,163 $234K 0.06% +310 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 333 shares 333 $224K 0.06% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,604 shares; 2026Q1: 2,604 shares; 2026Q2: 2,604 shares 2,604 $224K 0.06% 0 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 460 shares 460 $222K 0.06% new Timeline ESGD 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,032 shares; 2026Q1: 2,032 shares; 2026Q2: 2,063 shares 2,063 $222K 0.06% +31 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 743 shares 743 $222K 0.06% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,045 shares; 2026Q1: 5,051 shares; 2026Q2: 5,054 shares 5,054 $221K 0.06% +3 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,466 shares 2,466 $220K 0.06% new Timeline ESGE 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,600 shares; 2026Q1: 4,600 shares; 2026Q2: 4,175 shares 4,175 $220K 0.06% -425 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,745 shares; 2026Q2: 5,821 shares 5,821 $220K 0.06% +76 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,449 shares 2,449 $213K 0.06% new Timeline IXN 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,499 shares 1,499 $211K 0.06% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,898 shares 2,898 $202K 0.05% new 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: 2,668 shares; 2024Q4: not loaded; 2025Q1: 2,778 shares; 2025Q2: 2,461 shares; 2025Q3: 2,551 shares; 2025Q4: 1,972 shares; 2026Q1: not reported; 2026Q2: 1,931 shares 1,931 $202K 0.05% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 173 shares 173 $201K 0.05% new Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,500 shares; 2026Q2: 10,500 shares 10,500 $162K 0.04% 0 Timeline WRN WESTERN COPPER & GOLD CORP More: the full row for WESTERN COPPER & GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,194 shares; 2024Q4: not loaded; 2025Q1: 76,194 shares; 2025Q2: 76,194 shares; 2025Q3: 79,194 shares; 2025Q4: 73,219 shares; 2026Q1: 61,219 shares; 2026Q2: 60,219 shares 60,219 $145K 0.04% -1,000 Timeline