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: 511,683 shares; 2024Q4: 513,315 shares; 2025Q1: 7,550 shares; 2025Q2: 623,067 shares; 2025Q3: 613,240 shares; 2025Q4: 591,817 shares; 2026Q1: 481,279 shares; 2026Q2: 495,226 shares 495,226 $44.6M 4.88% +13,947 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: 216,448 shares; 2024Q4: 245,962 shares; 2025Q1: 116,550 shares; 2025Q2: 224,641 shares; 2025Q3: 234,249 shares; 2025Q4: 179,194 shares; 2026Q1: 183,023 shares; 2026Q2: 200,102 shares 200,102 $39.1M 4.28% +17,079 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: 328,149 shares; 2024Q4: 331,981 shares; 2025Q1: 115,099 shares; 2025Q2: 302,628 shares; 2025Q3: 324,684 shares; 2025Q4: 279,293 shares; 2026Q1: 274,823 shares; 2026Q2: 280,638 shares 280,638 $33M 3.61% +5,815 Timeline AVDE 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: 172,922 shares; 2024Q4: 191,484 shares; 2025Q1: 6,572 shares; 2025Q2: 212,876 shares; 2025Q3: 221,398 shares; 2025Q4: 227,230 shares; 2026Q1: 305,877 shares; 2026Q2: 335,841 shares 335,841 $29.9M 3.27% +29,964 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: 80,434 shares; 2024Q4: 76,531 shares; 2025Q1: 28,983 shares; 2025Q2: 94,026 shares; 2025Q3: 94,275 shares; 2025Q4: 74,309 shares; 2026Q1: 77,587 shares; 2026Q2: 82,235 shares 82,235 $23.3M 2.55% +4,648 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: 10,594 shares; 2024Q4: 14,086 shares; 2025Q1: 598 shares; 2025Q2: 7,852 shares; 2025Q3: 18,641 shares; 2025Q4: 23,556 shares; 2026Q1: 18,656 shares; 2026Q2: 30,254 shares 30,254 $22.5M 2.46% +11,598 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,152 shares; 2024Q4: 289,009 shares; 2025Q1: 9,379 shares; 2025Q2: 301,656 shares; 2025Q3: 326,262 shares; 2025Q4: 330,237 shares; 2026Q1: 411,953 shares; 2026Q2: 435,076 shares 435,076 $21.6M 2.36% +23,123 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: 78,424 shares; 2024Q4: 74,633 shares; 2025Q1: 19,349 shares; 2025Q2: 89,024 shares; 2025Q3: 90,830 shares; 2025Q4: 77,922 shares; 2026Q1: 83,383 shares; 2026Q2: 88,652 shares 88,652 $21.3M 2.33% +5,269 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: 45,697 shares; 2024Q4: 44,244 shares; 2025Q1: 10,595 shares; 2025Q2: 55,541 shares; 2025Q3: 51,880 shares; 2025Q4: 43,493 shares; 2026Q1: 45,978 shares; 2026Q2: 51,587 shares 51,587 $19M 2.08% +5,609 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: 247,415 shares; 2024Q4: 259,534 shares; 2025Q1: not reported; 2025Q2: 249,751 shares; 2025Q3: 258,524 shares; 2025Q4: 266,429 shares; 2026Q1: 277,581 shares; 2026Q2: 295,932 shares 295,932 $18M 1.97% +18,351 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: 161,458 shares; 2024Q4: 165,869 shares; 2025Q1: 193,691 shares; 2025Q2: 191,164 shares; 2025Q3: 201,123 shares; 2025Q4: 130,988 shares; 2026Q1: 132,821 shares; 2026Q2: 140,354 shares 140,354 $17.5M 1.91% +7,533 Timeline SPIB 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: 33,028 shares; 2025Q1: 61,340 shares; 2025Q2: 466,916 shares; 2025Q3: 530,507 shares; 2025Q4: 451,157 shares; 2026Q1: 475,943 shares; 2026Q2: 515,982 shares 515,982 $17.3M 1.89% +40,039 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: 36,188 shares; 2024Q4: 45,723 shares; 2025Q1: 15,757 shares; 2025Q2: 54,790 shares; 2025Q3: 54,850 shares; 2025Q4: 39,823 shares; 2026Q1: 44,209 shares; 2026Q2: 46,676 shares 46,676 $16.5M 1.81% +2,467 Timeline AVEM 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: 9,221 shares; 2024Q4: 10,202 shares; 2025Q1: not reported; 2025Q2: 20,690 shares; 2025Q3: 27,198 shares; 2025Q4: 33,017 shares; 2026Q1: 155,627 shares; 2026Q2: 169,802 shares 169,802 $16.2M 1.77% +14,175 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: 69,577 shares; 2024Q4: 73,353 shares; 2025Q1: 55,230 shares; 2025Q2: 107,626 shares; 2025Q3: 96,069 shares; 2025Q4: 57,905 shares; 2026Q1: 46,240 shares; 2026Q2: 50,384 shares 50,384 $15.1M 1.65% +4,144 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,409 shares; 2024Q4: 135,599 shares; 2025Q1: not reported; 2025Q2: 127,155 shares; 2025Q3: 132,531 shares; 2025Q4: 137,295 shares; 2026Q1: 144,255 shares; 2026Q2: 153,926 shares 153,926 $13.7M 1.5% +9,671 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: 36,499 shares; 2024Q4: 16,686 shares; 2025Q1: 17,997 shares; 2025Q2: 79,968 shares; 2025Q3: 31,397 shares; 2025Q4: 41,564 shares; 2026Q1: 36,080 shares; 2026Q2: 36,664 shares 36,664 $13.5M 1.48% +584 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,836 shares; 2024Q4: 12,282 shares; 2025Q1: 7,507 shares; 2025Q2: 19,427 shares; 2025Q3: 16,398 shares; 2025Q4: 16,777 shares; 2026Q1: 17,227 shares; 2026Q2: 17,999 shares 17,999 $13.4M 1.47% +772 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: 49,518 shares; 2024Q4: 46,713 shares; 2025Q1: 11,670 shares; 2025Q2: 49,627 shares; 2025Q3: 42,446 shares; 2025Q4: 32,641 shares; 2026Q1: 33,977 shares; 2026Q2: 35,188 shares 35,188 $13.1M 1.44% +1,211 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: 155,187 shares; 2024Q4: 164,544 shares; 2025Q1: 159,337 shares; 2025Q2: 185,970 shares; 2025Q3: 208,868 shares; 2025Q4: 90,460 shares; 2026Q1: 110,155 shares; 2026Q2: 119,393 shares 119,393 $11.5M 1.26% +9,238 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: 27,256 shares; 2024Q4: 26,767 shares; 2025Q1: 1,414 shares; 2025Q2: 31,109 shares; 2025Q3: 31,956 shares; 2025Q4: 30,357 shares; 2026Q1: 30,813 shares; 2026Q2: 32,387 shares 32,387 $11.4M 1.25% +1,574 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,622 shares; 2024Q4: 169,774 shares; 2025Q1: 9,820 shares; 2025Q2: 155,055 shares; 2025Q3: 151,735 shares; 2025Q4: 153,391 shares; 2026Q1: 179,802 shares; 2026Q2: 214,738 shares 214,738 $10.9M 1.19% +34,936 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: 37,358 shares; 2024Q4: 35,375 shares; 2025Q1: 7,547 shares; 2025Q2: 46,902 shares; 2025Q3: 45,431 shares; 2025Q4: 39,787 shares; 2026Q1: 41,665 shares; 2026Q2: 42,065 shares 42,065 $10.9M 1.19% +400 Timeline IGF 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: 13,644 shares; 2025Q2: 116,055 shares; 2025Q3: 129,078 shares; 2025Q4: 138,885 shares; 2026Q1: 145,790 shares; 2026Q2: 158,025 shares 158,025 $10.6M 1.16% +12,235 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 288,115 shares; 2024Q4: 291,159 shares; 2025Q1: 9,332 shares; 2025Q2: 298,978 shares; 2025Q3: 303,847 shares; 2025Q4: 297,116 shares; 2026Q1: 305,273 shares; 2026Q2: 325,749 shares 325,749 $9.53M 1.04% +20,476 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: 29,711 shares; 2024Q4: 29,760 shares; 2025Q1: not reported; 2025Q2: 40,113 shares; 2025Q3: 39,276 shares; 2025Q4: 41,027 shares; 2026Q1: 40,140 shares; 2026Q2: 24,784 shares 24,784 $9.13M 1% -15,356 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: 79,610 shares; 2024Q4: 51,587 shares; 2025Q1: not reported; 2025Q2: 70,160 shares; 2025Q3: 68,851 shares; 2025Q4: 71,696 shares; 2026Q1: 73,656 shares; 2026Q2: 64,807 shares 64,807 $8.82M 0.96% -8,849 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: 112,291 shares; 2024Q4: 112,553 shares; 2025Q1: 95,438 shares; 2025Q2: 100,276 shares; 2025Q3: 115,711 shares; 2025Q4: 79,040 shares; 2026Q1: 74,408 shares; 2026Q2: 76,013 shares 76,013 $8.37M 0.92% +1,605 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: not reported; 2024Q4: not reported; 2025Q1: 37,317 shares; 2025Q2: 100,456 shares; 2025Q3: 101,471 shares; 2025Q4: 68,099 shares; 2026Q1: 70,741 shares; 2026Q2: 75,656 shares 75,656 $8.23M 0.9% +4,915 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: 5,269 shares; 2024Q4: 4,789 shares; 2025Q1: 2,424 shares; 2025Q2: 17,026 shares; 2025Q3: 6,202 shares; 2025Q4: 6,003 shares; 2026Q1: 6,343 shares; 2026Q2: 6,597 shares 6,597 $8.07M 0.88% +254 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: 21,091 shares; 2024Q4: 20,937 shares; 2025Q1: 8,721 shares; 2025Q2: 26,836 shares; 2025Q3: 30,265 shares; 2025Q4: 24,046 shares; 2026Q1: 26,197 shares; 2026Q2: 24,316 shares 24,316 $8M 0.88% -1,881 Timeline VONV 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: not reported; 2024Q4: not reported; 2025Q1: 6,425 shares; 2025Q2: 62,676 shares; 2025Q3: 63,844 shares; 2025Q4: 68,542 shares; 2026Q1: 70,929 shares; 2026Q2: 74,495 shares 74,495 $7.93M 0.87% +3,566 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: 9,869 shares; 2024Q4: 10,466 shares; 2025Q1: 6,827 shares; 2025Q2: 24,873 shares; 2025Q3: 20,369 shares; 2025Q4: 17,513 shares; 2026Q1: 17,903 shares; 2026Q2: 17,879 shares 17,879 $7.41M 0.81% -24 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: 10,987 shares; 2024Q4: 11,059 shares; 2025Q1: 952 shares; 2025Q2: 12,694 shares; 2025Q3: 16,820 shares; 2025Q4: 16,178 shares; 2026Q1: 20,886 shares; 2026Q2: 21,517 shares 21,517 $7.36M 0.8% +631 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: 51,845 shares; 2024Q4: 49,299 shares; 2025Q1: 34,896 shares; 2025Q2: 57,552 shares; 2025Q3: 49,598 shares; 2025Q4: 35,541 shares; 2026Q1: 33,398 shares; 2026Q2: 33,629 shares 33,629 $7.34M 0.8% +231 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: 11,937 shares; 2024Q4: 10,214 shares; 2025Q1: 679 shares; 2025Q2: 15,091 shares; 2025Q3: 11,302 shares; 2025Q4: 11,802 shares; 2026Q1: 14,331 shares; 2026Q2: 14,402 shares 14,402 $7.15M 0.78% +71 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: 1,492 shares; 2025Q4: 5,467 shares; 2026Q1: 5,555 shares; 2026Q2: 5,839 shares 5,839 $6.71M 0.73% +284 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: 13,480 shares; 2024Q4: 13,582 shares; 2025Q1: 3,214 shares; 2025Q2: 16,641 shares; 2025Q3: 18,592 shares; 2025Q4: 14,643 shares; 2026Q1: 24,387 shares; 2026Q2: 26,093 shares 26,093 $6.63M 0.73% +1,706 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: 108,991 shares; 2024Q4: 121,015 shares; 2025Q1: not reported; 2025Q2: 129,931 shares; 2025Q3: 128,555 shares; 2025Q4: 127,823 shares; 2026Q1: 128,739 shares; 2026Q2: 131,460 shares 131,460 $6.59M 0.72% +2,721 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: 140,649 shares; 2024Q4: 106,159 shares; 2025Q1: 27,173 shares; 2025Q2: 114,832 shares; 2025Q3: 114,025 shares; 2025Q4: 85,549 shares; 2026Q1: 85,255 shares; 2026Q2: 87,957 shares 87,957 $6.5M 0.71% +2,702 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: 39,592 shares; 2024Q4: 35,299 shares; 2025Q1: not reported; 2025Q2: 35,454 shares; 2025Q3: 35,369 shares; 2025Q4: 40,190 shares; 2026Q1: 53,379 shares; 2026Q2: 54,586 shares 54,586 $6.25M 0.68% +1,207 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,702 shares; 2024Q4: 8,122 shares; 2025Q1: 3,880 shares; 2025Q2: 20,015 shares; 2025Q3: 10,997 shares; 2025Q4: 8,504 shares; 2026Q1: 9,396 shares; 2026Q2: 10,717 shares 10,717 $6.03M 0.66% +1,321 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,821 shares; 2025Q2: 242,535 shares; 2025Q3: 300,794 shares; 2025Q4: 316,261 shares; 2026Q1: 329,534 shares; 2026Q2: 348,829 shares 348,829 $5.53M 0.6% +19,295 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: 46,983 shares; 2024Q4: 48,362 shares; 2025Q1: 75,808 shares; 2025Q2: 76,237 shares; 2025Q3: 93,535 shares; 2025Q4: 33,001 shares; 2026Q1: 51,578 shares; 2026Q2: 65,370 shares 65,370 $5.4M 0.59% +13,792 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: 4,299 shares; 2024Q4: 3,603 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,936 shares; 2025Q4: 7,494 shares; 2026Q1: 7,523 shares; 2026Q2: 7,054 shares 7,054 $5.17M 0.57% -469 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,221 shares; 2024Q4: 57,170 shares; 2025Q1: not reported; 2025Q2: 80,270 shares; 2025Q3: 88,868 shares; 2025Q4: 96,360 shares; 2026Q1: 115,300 shares; 2026Q2: 121,552 shares 121,552 $5.12M 0.56% +6,252 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: 121,729 shares; 2024Q4: 115,362 shares; 2025Q1: not reported; 2025Q2: 118,445 shares; 2025Q3: 115,736 shares; 2025Q4: 110,928 shares; 2026Q1: 113,984 shares; 2026Q2: 116,114 shares 116,114 $5.12M 0.56% +2,130 Timeline CRUX 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 155,339 shares 155,339 $4.67M 0.51% 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: 10,888 shares; 2024Q4: 37,238 shares; 2025Q1: not reported; 2025Q2: 47,250 shares; 2025Q3: 25,956 shares; 2025Q4: 31,801 shares; 2026Q1: 35,213 shares; 2026Q2: 35,684 shares 35,684 $4.61M 0.5% +471 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,864 shares; 2024Q4: 64,978 shares; 2025Q1: not reported; 2025Q2: 62,477 shares; 2025Q3: 58,762 shares; 2025Q4: 58,008 shares; 2026Q1: 58,380 shares; 2026Q2: 58,466 shares 58,466 $4.57M 0.5% +86 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: 8,055 shares; 2024Q4: 8,208 shares; 2025Q1: 2,939 shares; 2025Q2: 16,361 shares; 2025Q3: 9,498 shares; 2025Q4: 7,095 shares; 2026Q1: 7,524 shares; 2026Q2: 8,378 shares 8,378 $4.27M 0.47% +854 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: 14,630 shares; 2024Q4: 15,164 shares; 2025Q1: 4,351 shares; 2025Q2: 23,185 shares; 2025Q3: 19,551 shares; 2025Q4: 13,810 shares; 2026Q1: 10,786 shares; 2026Q2: 12,119 shares 12,119 $4.25M 0.47% +1,333 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: 24,553 shares 24,553 $4.06M 0.44% new 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: 6,961 shares; 2024Q4: 5,792 shares; 2025Q1: 2,118 shares; 2025Q2: 19,582 shares; 2025Q3: 6,153 shares; 2025Q4: 4,395 shares; 2026Q1: 3,754 shares; 2026Q2: 4,146 shares 4,146 $3.92M 0.43% +392 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: 2,015 shares; 2024Q4: 2,390 shares; 2025Q1: not reported; 2025Q2: 4,180 shares; 2025Q3: 7,534 shares; 2025Q4: 10,626 shares; 2026Q1: 11,900 shares; 2026Q2: 10,078 shares 10,078 $3.77M 0.41% -1,822 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,315 shares; 2024Q4: 36,373 shares; 2025Q1: not reported; 2025Q2: 36,854 shares; 2025Q3: 38,128 shares; 2025Q4: 37,203 shares; 2026Q1: 38,272 shares; 2026Q2: 41,997 shares 41,997 $3.72M 0.41% +3,725 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,964 shares; 2024Q4: 26,039 shares; 2025Q1: 13,908 shares; 2025Q2: 30,392 shares; 2025Q3: 26,761 shares; 2025Q4: 20,751 shares; 2026Q1: 23,835 shares; 2026Q2: 25,170 shares 25,170 $3.71M 0.41% +1,335 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: 25,827 shares; 2024Q4: 35,977 shares; 2025Q1: 27,480 shares; 2025Q2: 28,019 shares; 2025Q3: 29,557 shares; 2025Q4: 31,524 shares; 2026Q1: 33,470 shares; 2026Q2: 32,721 shares 32,721 $3.52M 0.39% -749 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: 2,161 shares; 2024Q4: 6,361 shares; 2025Q1: 5,754 shares; 2025Q2: 2,778 shares; 2025Q3: 2,926 shares; 2025Q4: 4,129 shares; 2026Q1: 6,730 shares; 2026Q2: 6,352 shares 6,352 $3.52M 0.38% -378 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: 5,069 shares; 2024Q4: 5,454 shares; 2025Q1: 2,081 shares; 2025Q2: 10,765 shares; 2025Q3: 6,481 shares; 2025Q4: 4,815 shares; 2026Q1: 4,739 shares; 2026Q2: 5,018 shares 5,018 $3.49M 0.38% +279 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 115,945 shares; 2025Q3: 122,150 shares; 2025Q4: 124,489 shares; 2026Q1: 143,381 shares; 2026Q2: 180,024 shares 180,024 $3.48M 0.38% +36,643 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: 8,559 shares; 2024Q4: 8,116 shares; 2025Q1: not reported; 2025Q2: 9,562 shares; 2025Q3: 9,256 shares; 2025Q4: 7,649 shares; 2026Q1: 8,376 shares; 2026Q2: 8,993 shares 8,993 $3.24M 0.35% +617 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,806 shares; 2024Q4: 17,287 shares; 2025Q1: not reported; 2025Q2: 22,164 shares; 2025Q3: 26,825 shares; 2025Q4: 28,272 shares; 2026Q1: 32,658 shares; 2026Q2: 22,695 shares 22,695 $3.23M 0.35% -9,963 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: 28,636 shares; 2024Q4: 30,576 shares; 2025Q1: 5,524 shares; 2025Q2: 26,670 shares; 2025Q3: 26,301 shares; 2025Q4: 16,369 shares; 2026Q1: 19,350 shares; 2026Q2: 19,135 shares 19,135 $3.22M 0.35% -215 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,195 shares; 2024Q4: 39,367 shares; 2025Q1: not reported; 2025Q2: 47,786 shares; 2025Q3: 48,638 shares; 2025Q4: 42,012 shares; 2026Q1: 47,956 shares; 2026Q2: 51,178 shares 51,178 $3.21M 0.35% +3,222 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,436 shares; 2024Q4: 3,276 shares; 2025Q1: not reported; 2025Q2: 4,461 shares; 2025Q3: 3,735 shares; 2025Q4: 4,000 shares; 2026Q1: 3,728 shares; 2026Q2: 4,515 shares 4,515 $3.16M 0.35% +787 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,331 shares; 2025Q3: 20,010 shares; 2025Q4: 19,962 shares; 2026Q1: 19,815 shares; 2026Q2: 24,002 shares 24,002 $3.16M 0.35% +4,187 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: 2,995 shares; 2025Q1: not reported; 2025Q2: 4,098 shares; 2025Q3: 3,889 shares; 2025Q4: 6,509 shares; 2026Q1: 3,773 shares; 2026Q2: 7,235 shares 7,235 $3.06M 0.33% +3,462 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,166 shares 40,166 $3.03M 0.33% new 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: 7,341 shares; 2024Q4: 8,893 shares; 2025Q1: not reported; 2025Q2: 9,888 shares; 2025Q3: 8,615 shares; 2025Q4: 8,656 shares; 2026Q1: 8,416 shares; 2026Q2: 9,084 shares 9,084 $3.03M 0.33% +668 Timeline COPX 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 reported; 2025Q1: not reported; 2025Q2: 39,178 shares; 2025Q3: 37,936 shares; 2025Q4: 38,485 shares; 2026Q1: 38,508 shares; 2026Q2: 39,789 shares 39,789 $3.02M 0.33% +1,281 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,123 shares; 2024Q4: 13,677 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,301 shares; 2025Q4: 14,488 shares; 2026Q1: 14,599 shares; 2026Q2: 15,910 shares 15,910 $2.98M 0.33% +1,311 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: 5,571 shares; 2024Q4: 5,843 shares; 2025Q1: not reported; 2025Q2: 9,961 shares; 2025Q3: 12,729 shares; 2025Q4: 16,491 shares; 2026Q1: 21,968 shares; 2026Q2: 39,197 shares 39,197 $2.98M 0.33% +17,229 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,071 shares; 2024Q4: 8,017 shares; 2025Q1: not reported; 2025Q2: 8,896 shares; 2025Q3: 9,073 shares; 2025Q4: 8,477 shares; 2026Q1: 8,830 shares; 2026Q2: 9,917 shares 9,917 $2.83M 0.31% +1,087 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,906 shares; 2024Q4: 5,976 shares; 2025Q1: not reported; 2025Q2: 8,798 shares; 2025Q3: 7,889 shares; 2025Q4: 6,385 shares; 2026Q1: 6,412 shares; 2026Q2: 7,885 shares 7,885 $2.75M 0.3% +1,473 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,925 shares; 2024Q4: 10,803 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,684 shares; 2025Q4: 21,001 shares; 2026Q1: 19,142 shares; 2026Q2: 17,662 shares 17,662 $2.74M 0.3% -1,480 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: 23,621 shares; 2024Q4: 23,240 shares; 2025Q1: not reported; 2025Q2: 23,944 shares; 2025Q3: 26,357 shares; 2025Q4: 27,819 shares; 2026Q1: 31,200 shares; 2026Q2: 32,245 shares 32,245 $2.66M 0.29% +1,045 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,454 shares; 2025Q3: 46,157 shares; 2025Q4: 46,306 shares; 2026Q1: 47,439 shares; 2026Q2: 61,688 shares 61,688 $2.65M 0.29% +14,249 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: 48,065 shares; 2024Q4: 34,651 shares; 2025Q1: 9,702 shares; 2025Q2: 37,698 shares; 2025Q3: 21,195 shares; 2025Q4: 13,224 shares; 2026Q1: 13,831 shares; 2026Q2: 14,403 shares 14,403 $2.63M 0.29% +572 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,247 shares; 2024Q4: 9,440 shares; 2025Q1: 9,454 shares; 2025Q2: 15,531 shares; 2025Q3: 14,858 shares; 2025Q4: 5,908 shares; 2026Q1: 10,658 shares; 2026Q2: 11,325 shares 11,325 $2.39M 0.26% +667 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,903 shares; 2024Q4: 14,672 shares; 2025Q1: not reported; 2025Q2: 14,945 shares; 2025Q3: 15,737 shares; 2025Q4: 15,809 shares; 2026Q1: 16,423 shares; 2026Q2: 18,393 shares 18,393 $2.36M 0.26% +1,970 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: 255,595 shares; 2024Q4: 245,780 shares; 2025Q1: 62,615 shares; 2025Q2: 48,787 shares; 2025Q3: 49,671 shares; 2025Q4: 40,863 shares; 2026Q1: 29,645 shares; 2026Q2: 30,242 shares 30,242 $2.32M 0.25% +597 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: 4,187 shares; 2024Q4: 4,197 shares; 2025Q1: not reported; 2025Q2: 6,104 shares; 2025Q3: 8,924 shares; 2025Q4: 7,714 shares; 2026Q1: 8,738 shares; 2026Q2: 10,286 shares 10,286 $2.3M 0.25% +1,548 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: 12,777 shares; 2024Q4: 8,977 shares; 2025Q1: not reported; 2025Q2: 30,518 shares; 2025Q3: 31,052 shares; 2025Q4: 15,892 shares; 2026Q1: 17,294 shares; 2026Q2: 16,455 shares 16,455 $2.28M 0.25% -839 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: 7,940 shares; 2024Q4: 7,432 shares; 2025Q1: not reported; 2025Q2: 8,740 shares; 2025Q3: 8,201 shares; 2025Q4: 8,151 shares; 2026Q1: 9,460 shares; 2026Q2: 10,358 shares 10,358 $2.28M 0.25% +898 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 35,808 shares; 2026Q2: 38,348 shares 38,348 $2.27M 0.25% +2,540 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: 6,640 shares; 2024Q4: 4,684 shares; 2025Q1: 1,824 shares; 2025Q2: 16,986 shares; 2025Q3: 13,572 shares; 2025Q4: 12,464 shares; 2026Q1: 4,501 shares; 2026Q2: 5,419 shares 5,419 $2.27M 0.25% +918 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,461 shares; 2024Q4: 6,498 shares; 2025Q1: not reported; 2025Q2: 7,823 shares; 2025Q3: 6,552 shares; 2025Q4: 6,809 shares; 2026Q1: 6,509 shares; 2026Q2: 6,583 shares 6,583 $2.24M 0.25% +74 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: 6,787 shares; 2024Q4: 6,866 shares; 2025Q1: 6,217 shares; 2025Q2: 12,964 shares; 2025Q3: 1,804 shares; 2025Q4: 1,603 shares; 2026Q1: 1,322 shares; 2026Q2: 2,099 shares 2,099 $2.21M 0.24% +777 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: 8,406 shares; 2024Q4: 9,007 shares; 2025Q1: 3,418 shares; 2025Q2: 13,527 shares; 2025Q3: 11,005 shares; 2025Q4: 8,003 shares; 2026Q1: 8,095 shares; 2026Q2: 7,995 shares 7,995 $2.14M 0.23% -100 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,887 shares; 2025Q3: 17,103 shares; 2025Q4: 17,336 shares; 2026Q1: 17,110 shares; 2026Q2: 17,445 shares 17,445 $2.04M 0.22% +335 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,565 shares; 2024Q4: 3,261 shares; 2025Q1: 988 shares; 2025Q2: 22,189 shares; 2025Q3: 3,438 shares; 2025Q4: 22,005 shares; 2026Q1: 24,400 shares; 2026Q2: 26,433 shares 26,433 $1.94M 0.21% +2,033 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: 185,850 shares; 2024Q4: 197,752 shares; 2025Q1: not reported; 2025Q2: 96,144 shares; 2025Q3: 97,778 shares; 2025Q4: 99,132 shares; 2026Q1: 30,114 shares; 2026Q2: 28,726 shares 28,726 $1.93M 0.21% -1,388 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: 8,089 shares; 2024Q4: 510 shares; 2025Q1: not reported; 2025Q2: 1,730 shares; 2025Q3: 640 shares; 2025Q4: 1,192 shares; 2026Q1: 1,961 shares; 2026Q2: 2,793 shares 2,793 $1.91M 0.21% +832 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: 59,444 shares; 2025Q3: 57,718 shares; 2025Q4: 59,298 shares; 2026Q1: 37,300 shares; 2026Q2: 35,679 shares 35,679 $1.88M 0.21% -1,621 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: 3,543 shares; 2025Q3: 626 shares; 2025Q4: 1,380 shares; 2026Q1: 1,448 shares; 2026Q2: 1,661 shares 1,661 $1.87M 0.2% +213 Timeline PUSH PGIM ETF TR More: the full row for PGIM 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: 32,983 shares; 2026Q2: 35,887 shares 35,887 $1.81M 0.2% +2,904 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,155 shares; 2024Q4: 15,670 shares; 2025Q1: not reported; 2025Q2: 17,456 shares; 2025Q3: 16,632 shares; 2025Q4: 15,867 shares; 2026Q1: 15,498 shares; 2026Q2: 15,978 shares 15,978 $1.79M 0.2% +480 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: 2,340 shares; 2024Q4: 1,984 shares; 2025Q1: not reported; 2025Q2: 4,933 shares; 2025Q3: 2,971 shares; 2025Q4: 3,542 shares; 2026Q1: 3,421 shares; 2026Q2: 3,287 shares 3,287 $1.65M 0.18% -134 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: 106,453 shares; 2024Q4: 104,233 shares; 2025Q1: 55,290 shares; 2025Q2: 115,484 shares; 2025Q3: 117,879 shares; 2025Q4: 60,740 shares; 2026Q1: 53,951 shares; 2026Q2: 71,530 shares 71,530 $1.55M 0.17% +17,579 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,578 shares; 2025Q3: 8,576 shares; 2025Q4: 8,057 shares; 2026Q1: 8,550 shares; 2026Q2: 29,917 shares 29,917 $1.53M 0.17% +21,367 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: 7,908 shares; 2024Q4: 8,927 shares; 2025Q1: 6,859 shares; 2025Q2: 9,335 shares; 2025Q3: 9,064 shares; 2025Q4: 9,185 shares; 2026Q1: 8,104 shares; 2026Q2: 8,150 shares 8,150 $1.53M 0.17% +46 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,457 shares; 2024Q4: 6,021 shares; 2025Q1: 6,206 shares; 2025Q2: 4,843 shares; 2025Q3: 9,075 shares; 2025Q4: 21,052 shares; 2026Q1: 27,491 shares; 2026Q2: 37,912 shares 37,912 $1.5M 0.16% +10,421 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: 14,723 shares; 2024Q4: 12,837 shares; 2025Q1: not reported; 2025Q2: 13,514 shares; 2025Q3: 13,771 shares; 2025Q4: 10,854 shares; 2026Q1: 10,526 shares; 2026Q2: 10,034 shares 10,034 $1.49M 0.16% -492 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,571 shares; 2024Q4: 12,979 shares; 2025Q1: not reported; 2025Q2: 14,004 shares; 2025Q3: 14,687 shares; 2025Q4: 13,478 shares; 2026Q1: 15,538 shares; 2026Q2: 15,901 shares 15,901 $1.47M 0.16% +363 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: 4,292 shares; 2025Q4: 6,063 shares; 2026Q1: 4,770 shares; 2026Q2: 5,226 shares 5,226 $1.45M 0.16% +456 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: 2,753 shares; 2024Q4: 2,065 shares; 2025Q1: not reported; 2025Q2: 2,104 shares; 2025Q3: 2,096 shares; 2025Q4: 2,484 shares; 2026Q1: 2,534 shares; 2026Q2: 11,440 shares 11,440 $1.4M 0.15% +8,906 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: 10,958 shares; 2025Q1: not reported; 2025Q2: 12,050 shares; 2025Q3: 10,387 shares; 2025Q4: 12,488 shares; 2026Q1: 11,200 shares; 2026Q2: 11,982 shares 11,982 $1.39M 0.15% +782 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,880 shares; 2025Q3: not reported; 2025Q4: 5,092 shares; 2026Q1: 5,588 shares; 2026Q2: 7,192 shares 7,192 $1.36M 0.15% +1,604 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: 6,639 shares; 2024Q4: 6,231 shares; 2025Q1: not reported; 2025Q2: 6,996 shares; 2025Q3: 7,440 shares; 2025Q4: 7,552 shares; 2026Q1: 8,846 shares; 2026Q2: 8,356 shares 8,356 $1.36M 0.15% -490 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,067 shares; 2024Q4: 15,761 shares; 2025Q1: 8,392 shares; 2025Q2: 18,848 shares; 2025Q3: 18,468 shares; 2025Q4: 11,246 shares; 2026Q1: 12,350 shares; 2026Q2: 13,946 shares 13,946 $1.35M 0.15% +1,596 Timeline DFAC 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: 32,348 shares; 2024Q4: 32,434 shares; 2025Q1: not reported; 2025Q2: 32,599 shares; 2025Q3: 30,321 shares; 2025Q4: 30,391 shares; 2026Q1: 30,468 shares; 2026Q2: 30,543 shares 30,543 $1.35M 0.15% +75 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,168 shares; 2024Q4: 3,919 shares; 2025Q1: not reported; 2025Q2: 5,068 shares; 2025Q3: 5,017 shares; 2025Q4: 5,028 shares; 2026Q1: 4,883 shares; 2026Q2: 4,612 shares 4,612 $1.22M 0.13% -271 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: 386 shares; 2025Q1: 2,030 shares; 2025Q2: 11,461 shares; 2025Q3: 3,459 shares; 2025Q4: 2,520 shares; 2026Q1: 2,715 shares; 2026Q2: 2,961 shares 2,961 $1.2M 0.13% +246 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,426 shares; 2024Q4: 1,209 shares; 2025Q1: not reported; 2025Q2: 2,464 shares; 2025Q3: 1,108 shares; 2025Q4: 508 shares; 2026Q1: 900 shares; 2026Q2: 1,226 shares 1,226 $1.19M 0.13% +326 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 357 shares; 2025Q4: 535 shares; 2026Q1: 640 shares; 2026Q2: 595 shares 595 $1.18M 0.13% -45 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: not reported; 2025Q3: 20,896 shares; 2025Q4: 26,727 shares; 2026Q1: 29,805 shares; 2026Q2: 35,208 shares 35,208 $1.18M 0.13% +5,403 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: 1,013 shares; 2025Q1: not reported; 2025Q2: 1,890 shares; 2025Q3: 2,019 shares; 2025Q4: 1,652 shares; 2026Q1: 1,529 shares; 2026Q2: 2,521 shares 2,521 $1.18M 0.13% +992 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 3,572 shares; 2025Q4: 1,918 shares; 2026Q1: 2,247 shares; 2026Q2: 1,761 shares 1,761 $1.13M 0.12% -486 Timeline BKEM BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 6,142 shares; 2025Q3: 7,772 shares; 2025Q4: 8,105 shares; 2026Q1: 9,129 shares; 2026Q2: 11,895 shares 11,895 $1.11M 0.12% +2,766 Timeline BKMC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,220 shares; 2024Q4: 6,960 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,039 shares; 2025Q4: 7,437 shares; 2026Q1: 8,595 shares; 2026Q2: 8,795 shares 8,795 $1.08M 0.12% +200 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: 14,088 shares; 2024Q4: 14,335 shares; 2025Q1: 12,808 shares; 2025Q2: 18,253 shares; 2025Q3: 17,298 shares; 2025Q4: 6,423 shares; 2026Q1: 6,059 shares; 2026Q2: 6,645 shares 6,645 $1.08M 0.12% +586 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,770 shares; 2025Q3: 9,465 shares; 2025Q4: 8,206 shares; 2026Q1: 16,724 shares; 2026Q2: 18,548 shares 18,548 $1.07M 0.12% +1,824 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 4,881 shares; 2025Q3: 6,164 shares; 2025Q4: 6,544 shares; 2026Q1: 7,528 shares; 2026Q2: 10,625 shares 10,625 $1.07M 0.12% +3,097 Timeline SPLV 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: 13,757 shares; 2024Q4: 12,175 shares; 2025Q1: not reported; 2025Q2: 12,602 shares; 2025Q3: 12,089 shares; 2025Q4: 12,565 shares; 2026Q1: 13,167 shares; 2026Q2: 13,749 shares 13,749 $1.04M 0.11% +582 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,103 shares; 2024Q4: 4,936 shares; 2025Q1: not reported; 2025Q2: 5,243 shares; 2025Q3: 6,049 shares; 2025Q4: 6,000 shares; 2026Q1: 6,218 shares; 2026Q2: 5,919 shares 5,919 $1.02M 0.11% -299 Timeline BKHY BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,540 shares; 2025Q1: not reported; 2025Q2: 11,125 shares; 2025Q3: 11,497 shares; 2025Q4: 15,500 shares; 2026Q1: 19,308 shares; 2026Q2: 20,841 shares 20,841 $992K 0.11% +1,533 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST 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: 39,441 shares; 2026Q1: 40,969 shares; 2026Q2: 42,154 shares 42,154 $991K 0.11% +1,185 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 reported; 2025Q1: not reported; 2025Q2: 9,847 shares; 2025Q3: 6,850 shares; 2025Q4: 2,521 shares; 2026Q1: 2,452 shares; 2026Q2: 3,539 shares 3,539 $986K 0.11% +1,087 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,106 shares; 2024Q4: 47,477 shares; 2025Q1: 41,457 shares; 2025Q2: 64,677 shares; 2025Q3: 73,703 shares; 2025Q4: 32,836 shares; 2026Q1: 36,980 shares; 2026Q2: 40,314 shares 40,314 $980K 0.11% +3,334 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,089 shares; 2026Q1: not reported; 2026Q2: 4,492 shares 4,492 $979K 0.11% new Timeline TWFG TWFG INC More: the full row for TWFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,049 shares; 2024Q4: 11,049 shares; 2025Q1: not reported; 2025Q2: 6,049 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,407 shares; 2026Q2: 39,089 shares 39,089 $942K 0.1% +23,682 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 370,765 shares; 2024Q4: 403,739 shares; 2025Q1: not reported; 2025Q2: 38,088 shares; 2025Q3: 29,369 shares; 2025Q4: 27,729 shares; 2026Q1: 26,195 shares; 2026Q2: 21,555 shares 21,555 $942K 0.1% -4,640 Timeline BKSE BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 5,329 shares; 2025Q4: 5,714 shares; 2026Q1: 6,646 shares; 2026Q2: 6,907 shares 6,907 $924K 0.1% +261 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED 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: 9,763 shares; 2026Q1: 10,092 shares; 2026Q2: 10,111 shares 10,111 $908K 0.1% +19 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,642 shares; 2024Q4: 1,641 shares; 2025Q1: not reported; 2025Q2: 5,899 shares; 2025Q3: 2,375 shares; 2025Q4: 1,741 shares; 2026Q1: 2,366 shares; 2026Q2: 3,404 shares 3,404 $906K 0.1% +1,038 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,039 shares; 2026Q1: 2,095 shares; 2026Q2: 2,298 shares 2,298 $898K 0.1% +203 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,172 shares; 2024Q4: 1,423 shares; 2025Q1: not reported; 2025Q2: 2,862 shares; 2025Q3: 2,471 shares; 2025Q4: 1,897 shares; 2026Q1: 2,308 shares; 2026Q2: 2,265 shares 2,265 $890K 0.1% -43 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,088 shares; 2024Q4: 14,636 shares; 2025Q1: not reported; 2025Q2: 25,706 shares; 2025Q3: 31,738 shares; 2025Q4: 31,721 shares; 2026Q1: 35,089 shares; 2026Q2: 40,390 shares 40,390 $879K 0.1% +5,301 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: 1,323 shares; 2024Q4: 1,039 shares; 2025Q1: 2,037 shares; 2025Q2: 11,995 shares; 2025Q3: 1,159 shares; 2025Q4: 1,142 shares; 2026Q1: 1,095 shares; 2026Q2: 1,153 shares 1,153 $860K 0.09% +58 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,582 shares; 2025Q4: 3,340 shares; 2026Q1: 3,410 shares; 2026Q2: 3,624 shares 3,624 $857K 0.09% +214 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: 2,529 shares; 2024Q4: 2,385 shares; 2025Q1: not reported; 2025Q2: 2,590 shares; 2025Q3: 2,689 shares; 2025Q4: 2,776 shares; 2026Q1: 3,031 shares; 2026Q2: 3,554 shares 3,554 $850K 0.09% +523 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,651 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,738 shares; 2026Q1: 28,958 shares; 2026Q2: 8,469 shares 8,469 $848K 0.09% -20,489 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: 517 shares; 2024Q4: 483 shares; 2025Q1: not reported; 2025Q2: 4,124 shares; 2025Q3: 648 shares; 2025Q4: 729 shares; 2026Q1: 595 shares; 2026Q2: 835 shares 835 $847K 0.09% +240 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: 525 shares; 2025Q1: not reported; 2025Q2: 2,075 shares; 2025Q3: 246 shares; 2025Q4: 214 shares; 2026Q1: 148 shares; 2026Q2: 2,889 shares 2,889 $838K 0.09% +2,741 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: 1,967 shares; 2024Q4: 1,862 shares; 2025Q1: not reported; 2025Q2: 2,539 shares; 2025Q3: 2,300 shares; 2025Q4: 3,671 shares; 2026Q1: 4,356 shares; 2026Q2: 30,237 shares 30,237 $837K 0.09% +25,881 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,900 shares; 2024Q4: 15,778 shares; 2025Q1: 3,848 shares; 2025Q2: 22,057 shares; 2025Q3: 17,276 shares; 2025Q4: 11,970 shares; 2026Q1: 4,716 shares; 2026Q2: 5,256 shares 5,256 $828K 0.09% +540 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,948 shares; 2024Q4: 5,012 shares; 2025Q1: not reported; 2025Q2: 5,054 shares; 2025Q3: 4,123 shares; 2025Q4: 3,462 shares; 2026Q1: 4,024 shares; 2026Q2: 3,528 shares 3,528 $819K 0.09% -496 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,686 shares; 2024Q4: 8,564 shares; 2025Q1: not reported; 2025Q2: 8,148 shares; 2025Q3: 6,724 shares; 2025Q4: 13,930 shares; 2026Q1: 15,150 shares; 2026Q2: 15,179 shares 15,179 $812K 0.09% +29 Timeline IWD 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: 1,298 shares; 2026Q1: 1,813 shares; 2026Q2: 3,270 shares 3,270 $793K 0.09% +1,457 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,855 shares; 2024Q4: 3,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,926 shares; 2025Q4: 17,747 shares; 2026Q1: 13,585 shares; 2026Q2: 14,676 shares 14,676 $785K 0.09% +1,091 Timeline VT 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: not reported; 2025Q3: not reported; 2025Q4: 4,676 shares; 2026Q1: 4,676 shares; 2026Q2: 4,962 shares 4,962 $779K 0.09% +286 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: 3,513 shares; 2024Q4: 3,566 shares; 2025Q1: not reported; 2025Q2: 3,685 shares; 2025Q3: 3,735 shares; 2025Q4: 3,757 shares; 2026Q1: 3,773 shares; 2026Q2: 3,786 shares 3,786 $760K 0.08% +13 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL 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: not reported; 2026Q1: not reported; 2026Q2: 1,775 shares 1,775 $759K 0.08% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 954 shares; 2024Q4: 937 shares; 2025Q1: not reported; 2025Q2: 7,187 shares; 2025Q3: 1,201 shares; 2025Q4: 5,841 shares; 2026Q1: 7,469 shares; 2026Q2: 7,584 shares 7,584 $757K 0.08% +115 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,550 shares; 2024Q4: 15,089 shares; 2025Q1: not reported; 2025Q2: 14,752 shares; 2025Q3: 16,031 shares; 2025Q4: 26,308 shares; 2026Q1: 18,883 shares; 2026Q2: 12,649 shares 12,649 $756K 0.08% -6,234 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,969 shares; 2024Q4: 1,619 shares; 2025Q1: not reported; 2025Q2: 2,929 shares; 2025Q3: 1,631 shares; 2025Q4: 1,604 shares; 2026Q1: 1,298 shares; 2026Q2: 1,546 shares 1,546 $746K 0.08% +248 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,150 shares 3,150 $745K 0.08% new Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,251 shares; 2024Q4: 27,290 shares; 2025Q1: not reported; 2025Q2: 28,063 shares; 2025Q3: 28,017 shares; 2025Q4: 27,524 shares; 2026Q1: 26,327 shares; 2026Q2: 27,111 shares 27,111 $738K 0.08% +784 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,116 shares; 2024Q4: 1,561 shares; 2025Q1: not reported; 2025Q2: 1,958 shares; 2025Q3: 1,983 shares; 2025Q4: 1,972 shares; 2026Q1: 3,955 shares; 2026Q2: 4,057 shares 4,057 $732K 0.08% +102 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: 14,011 shares; 2024Q4: 14,575 shares; 2025Q1: 5,328 shares; 2025Q2: 10,029 shares; 2025Q3: 10,517 shares; 2025Q4: 4,858 shares; 2026Q1: 5,778 shares; 2026Q2: 8,125 shares 8,125 $715K 0.08% +2,347 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,470 shares; 2024Q4: 4,127 shares; 2025Q1: not reported; 2025Q2: 27,179 shares; 2025Q3: 27,866 shares; 2025Q4: 15,859 shares; 2026Q1: 12,988 shares; 2026Q2: 14,972 shares 14,972 $710K 0.08% +1,984 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: 9,046 shares; 2024Q4: 8,062 shares; 2025Q1: not reported; 2025Q2: 8,478 shares; 2025Q3: 8,224 shares; 2025Q4: 5,954 shares; 2026Q1: 4,938 shares; 2026Q2: 5,998 shares 5,998 $705K 0.08% +1,060 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,254 shares; 2025Q3: 3,072 shares; 2025Q4: 3,876 shares; 2026Q1: 5,923 shares; 2026Q2: 6,662 shares 6,662 $694K 0.08% +739 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: 1,914 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,709 shares; 2026Q1: 3,921 shares; 2026Q2: 4,675 shares 4,675 $692K 0.08% +754 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: 9,452 shares; 2025Q1: not reported; 2025Q2: 10,526 shares; 2025Q3: 11,611 shares; 2025Q4: 9,552 shares; 2026Q1: 9,726 shares; 2026Q2: 11,859 shares 11,859 $681K 0.07% +2,133 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,138 shares; 2025Q3: 9,282 shares; 2025Q4: 13,064 shares; 2026Q1: 13,239 shares; 2026Q2: 13,106 shares 13,106 $674K 0.07% -133 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: 6,425 shares; 2024Q4: 6,066 shares; 2025Q1: not reported; 2025Q2: 7,609 shares; 2025Q3: 6,283 shares; 2025Q4: 6,721 shares; 2026Q1: 7,406 shares; 2026Q2: 7,887 shares 7,887 $672K 0.07% +481 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,324 shares; 2026Q1: 1,270 shares; 2026Q2: 1,380 shares 1,380 $665K 0.07% +110 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 808 shares; 2026Q2: 685 shares 685 $662K 0.07% -123 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,468 shares; 2025Q1: not reported; 2025Q2: 3,396 shares; 2025Q3: 2,565 shares; 2025Q4: 2,248 shares; 2026Q1: 2,011 shares; 2026Q2: 4,647 shares 4,647 $656K 0.07% +2,636 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,686 shares; 2024Q4: 13,778 shares; 2025Q1: not reported; 2025Q2: 13,849 shares; 2025Q3: 13,416 shares; 2025Q4: 3,329 shares; 2026Q1: 3,035 shares; 2026Q2: 3,401 shares 3,401 $644K 0.07% +366 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: 3,619 shares; 2024Q4: 3,561 shares; 2025Q1: not reported; 2025Q2: 4,082 shares; 2025Q3: 4,030 shares; 2025Q4: 3,727 shares; 2026Q1: 4,137 shares; 2026Q2: 4,242 shares 4,242 $642K 0.07% +105 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,476 shares; 2024Q4: 8,406 shares; 2025Q1: not reported; 2025Q2: 9,723 shares; 2025Q3: 10,159 shares; 2025Q4: 8,679 shares; 2026Q1: 10,422 shares; 2026Q2: 10,165 shares 10,165 $638K 0.07% -257 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: 1,479 shares; 2024Q4: 1,278 shares; 2025Q1: not reported; 2025Q2: 3,376 shares; 2025Q3: 1,365 shares; 2025Q4: 1,167 shares; 2026Q1: 1,207 shares; 2026Q2: 1,543 shares 1,543 $638K 0.07% +336 Timeline PYLD 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: 14,801 shares; 2025Q4: 17,957 shares; 2026Q1: 18,968 shares; 2026Q2: 23,472 shares 23,472 $624K 0.07% +4,504 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,179 shares; 2024Q4: 3,093 shares; 2025Q1: not reported; 2025Q2: 3,501 shares; 2025Q3: 3,127 shares; 2025Q4: 2,411 shares; 2026Q1: 2,481 shares; 2026Q2: 2,358 shares 2,358 $624K 0.07% -123 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,779 shares; 2024Q4: 1,349 shares; 2025Q1: not reported; 2025Q2: 1,799 shares; 2025Q3: 5,164 shares; 2025Q4: 2,873 shares; 2026Q1: 3,486 shares; 2026Q2: 5,358 shares 5,358 $617K 0.07% +1,872 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,802 shares; 2024Q4: 21,843 shares; 2025Q1: not reported; 2025Q2: 6,803 shares; 2025Q3: 6,526 shares; 2025Q4: 12,628 shares; 2026Q1: 13,766 shares; 2026Q2: 10,467 shares 10,467 $609K 0.07% -3,299 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,141 shares; 2026Q1: 2,643 shares; 2026Q2: 3,542 shares 3,542 $603K 0.07% +899 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,516 shares; 2024Q4: 8,481 shares; 2025Q1: 10,456 shares; 2025Q2: 9,651 shares; 2025Q3: 12,116 shares; 2025Q4: 12,679 shares; 2026Q1: 12,322 shares; 2026Q2: 11,816 shares 11,816 $584K 0.06% -506 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: 948 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,908 shares 1,908 $578K 0.06% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS 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: 1,473 shares; 2025Q3: 1,833 shares; 2025Q4: 1,766 shares; 2026Q1: 2,445 shares; 2026Q2: 2,345 shares 2,345 $577K 0.06% -100 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,378 shares; 2026Q2: 1,725 shares 1,725 $570K 0.06% +347 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,256 shares; 2024Q4: 8,868 shares; 2025Q1: not reported; 2025Q2: 9,284 shares; 2025Q3: 9,658 shares; 2025Q4: 7,216 shares; 2026Q1: 9,175 shares; 2026Q2: 10,050 shares 10,050 $556K 0.06% +875 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: 1,987 shares; 2024Q4: 1,782 shares; 2025Q1: not reported; 2025Q2: 3,246 shares; 2025Q3: 2,037 shares; 2025Q4: 1,886 shares; 2026Q1: 1,797 shares; 2026Q2: 2,123 shares 2,123 $551K 0.06% +326 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: not reported; 2025Q2: 40,600 shares; 2025Q3: 83 shares; 2025Q4: 109 shares; 2026Q1: 119 shares; 2026Q2: 2,982 shares 2,982 $542K 0.06% +2,863 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,214 shares; 2024Q4: 30,085 shares; 2025Q1: 16,348 shares; 2025Q2: 25,030 shares; 2025Q3: 27,268 shares; 2025Q4: 10,843 shares; 2026Q1: 10,368 shares; 2026Q2: 10,685 shares 10,685 $539K 0.06% +317 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,435 shares; 2024Q4: 3,436 shares; 2025Q1: not reported; 2025Q2: 3,694 shares; 2025Q3: 3,453 shares; 2025Q4: 3,287 shares; 2026Q1: 3,407 shares; 2026Q2: 3,482 shares 3,482 $539K 0.06% +75 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 466 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,810 shares; 2025Q3: 652 shares; 2025Q4: 612 shares; 2026Q1: 809 shares; 2026Q2: 1,039 shares 1,039 $534K 0.06% +230 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: 9,676 shares; 2025Q4: 8,053 shares; 2026Q1: 6,109 shares; 2026Q2: 3,859 shares 3,859 $531K 0.06% -2,250 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,993 shares; 2024Q4: 3,550 shares; 2025Q1: not reported; 2025Q2: 3,629 shares; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares; 2026Q1: 3,550 shares; 2026Q2: 5,513 shares 5,513 $530K 0.06% +1,963 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,862 shares 1,862 $527K 0.06% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,993 shares; 2025Q3: 3,653 shares; 2025Q4: not reported; 2026Q1: 3,718 shares; 2026Q2: 6,953 shares 6,953 $519K 0.06% +3,235 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: 1,394 shares; 2024Q4: 1,357 shares; 2025Q1: not reported; 2025Q2: 3,092 shares; 2025Q3: 844 shares; 2025Q4: 708 shares; 2026Q1: 642 shares; 2026Q2: 1,025 shares 1,025 $517K 0.06% +383 Timeline CLOI 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: 11,479 shares; 2024Q4: 11,639 shares; 2025Q1: not reported; 2025Q2: 12,145 shares; 2025Q3: 12,383 shares; 2025Q4: 12,494 shares; 2026Q1: 9,592 shares; 2026Q2: 9,718 shares 9,718 $515K 0.06% +126 Timeline HYD 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: 84,289 shares; 2026Q1: 9,809 shares; 2026Q2: 9,869 shares 9,869 $510K 0.06% +60 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. 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: 1,931 shares 1,931 $504K 0.06% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,032 shares; 2026Q2: 2,032 shares 2,032 $500K 0.05% 0 Timeline MSMR ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,213 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,663 shares; 2026Q1: 14,399 shares; 2026Q2: 14,133 shares 14,133 $497K 0.05% -266 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: 2,207 shares; 2024Q4: 1,807 shares; 2025Q1: not reported; 2025Q2: 2,971 shares; 2025Q3: 2,103 shares; 2025Q4: 1,695 shares; 2026Q1: 1,645 shares; 2026Q2: 1,784 shares 1,784 $486K 0.05% +139 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,245 shares; 2025Q4: 1,247 shares; 2026Q1: 1,247 shares; 2026Q2: 1,416 shares 1,416 $486K 0.05% +169 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 333 shares; 2025Q1: not reported; 2025Q2: 4,537 shares; 2025Q3: 319 shares; 2025Q4: 415 shares; 2026Q1: 395 shares; 2026Q2: 507 shares 507 $484K 0.05% +112 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,707 shares; 2025Q4: 2,634 shares; 2026Q1: 2,809 shares; 2026Q2: 2,952 shares 2,952 $469K 0.05% +143 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,759 shares; 2024Q4: 2,725 shares; 2025Q1: not reported; 2025Q2: 3,239 shares; 2025Q3: 3,311 shares; 2025Q4: 2,102 shares; 2026Q1: 2,470 shares; 2026Q2: 3,373 shares 3,373 $465K 0.05% +903 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,935 shares 2,935 $464K 0.05% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,298 shares; 2026Q1: 8,328 shares; 2026Q2: 7,200 shares 7,200 $462K 0.05% -1,128 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,274 shares 2,274 $458K 0.05% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 3,341 shares; 2026Q1: 5,268 shares; 2026Q2: 4,821 shares 4,821 $451K 0.05% -447 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,423 shares; 2024Q4: 4,619 shares; 2025Q1: not reported; 2025Q2: 3,774 shares; 2025Q3: 3,888 shares; 2025Q4: 3,613 shares; 2026Q1: 2,528 shares; 2026Q2: 3,533 shares 3,533 $446K 0.05% +1,005 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,620 shares; 2024Q4: 12,055 shares; 2025Q1: not reported; 2025Q2: 21,964 shares; 2025Q3: 22,524 shares; 2025Q4: not reported; 2026Q1: 19,721 shares; 2026Q2: 18,394 shares 18,394 $446K 0.05% -1,327 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: 2,743 shares; 2024Q4: 2,501 shares; 2025Q1: not reported; 2025Q2: 3,963 shares; 2025Q3: 3,904 shares; 2025Q4: 4,099 shares; 2026Q1: 3,232 shares; 2026Q2: 2,396 shares 2,396 $444K 0.05% -836 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,964 shares; 2026Q2: 3,173 shares 3,173 $438K 0.05% +1,209 Timeline IWB 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: 843 shares; 2025Q4: 953 shares; 2026Q1: 1,053 shares; 2026Q2: 1,064 shares 1,064 $436K 0.05% +11 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,734 shares; 2024Q4: 2,508 shares; 2025Q1: not reported; 2025Q2: 2,780 shares; 2025Q3: 2,413 shares; 2025Q4: 1,571 shares; 2026Q1: not reported; 2026Q2: 3,021 shares 3,021 $432K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 610 shares; 2026Q2: 680 shares 680 $431K 0.05% +70 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 1,947 shares 1,947 $429K 0.05% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,775 shares; 2026Q1: 7,120 shares; 2026Q2: 5,724 shares 5,724 $426K 0.05% -1,396 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 189 shares 189 $422K 0.05% new 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: not reported; 2024Q4: 3,106 shares; 2025Q1: not reported; 2025Q2: 5,038 shares; 2025Q3: 4,353 shares; 2025Q4: 4,401 shares; 2026Q1: 3,494 shares; 2026Q2: 4,959 shares 4,959 $413K 0.05% +1,465 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,449 shares; 2025Q3: 3,183 shares; 2025Q4: 3,641 shares; 2026Q1: 3,315 shares; 2026Q2: 2,460 shares 2,460 $413K 0.05% -855 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,183 shares; 2024Q4: 2,033 shares; 2025Q1: not reported; 2025Q2: 3,411 shares; 2025Q3: 2,069 shares; 2025Q4: 2,333 shares; 2026Q1: 1,596 shares; 2026Q2: 2,450 shares 2,450 $410K 0.04% +854 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,426 shares; 2024Q4: 16,489 shares; 2025Q1: 5,621 shares; 2025Q2: 9,484 shares; 2025Q3: 9,367 shares; 2025Q4: 4,562 shares; 2026Q1: 4,150 shares; 2026Q2: 4,947 shares 4,947 $407K 0.04% +797 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,569 shares; 2024Q4: 17,799 shares; 2025Q1: 4,264 shares; 2025Q2: 7,462 shares; 2025Q3: 6,532 shares; 2025Q4: 3,248 shares; 2026Q1: 3,048 shares; 2026Q2: 3,103 shares 3,103 $401K 0.04% +55 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS 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: 1,341 shares; 2026Q1: 1,376 shares; 2026Q2: 1,381 shares 1,381 $400K 0.04% +5 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,496 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,788 shares 3,788 $393K 0.04% new Timeline TX TERNIUM SA More: the full row for TERNIUM SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,490 shares; 2024Q4: 11,691 shares; 2025Q1: not reported; 2025Q2: 12,258 shares; 2025Q3: 11,703 shares; 2025Q4: 8,705 shares; 2026Q1: 8,805 shares; 2026Q2: 8,897 shares 8,897 $387K 0.04% +92 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 5,526 shares; 2026Q1: 5,834 shares; 2026Q2: 5,796 shares 5,796 $384K 0.04% -38 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,867 shares; 2026Q2: 11,101 shares 11,101 $384K 0.04% +234 Timeline IOO 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: 2,366 shares; 2026Q1: 2,684 shares; 2026Q2: 2,808 shares 2,808 $380K 0.04% +124 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,563 shares; 2025Q3: 5,083 shares; 2025Q4: 3,781 shares; 2026Q1: 4,856 shares; 2026Q2: 4,904 shares 4,904 $378K 0.04% +48 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,985 shares; 2025Q3: not reported; 2025Q4: 1,525 shares; 2026Q1: 1,568 shares; 2026Q2: 1,093 shares 1,093 $373K 0.04% -475 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,646 shares 4,646 $372K 0.04% new 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: 79,600 shares; 2024Q4: 83,866 shares; 2025Q1: 15,603 shares; 2025Q2: 6,017 shares; 2025Q3: 6,127 shares; 2025Q4: 5,862 shares; 2026Q1: 5,106 shares; 2026Q2: 5,019 shares 5,019 $370K 0.04% -87 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,390 shares; 2024Q4: 859 shares; 2025Q1: not reported; 2025Q2: 2,353 shares; 2025Q3: 672 shares; 2025Q4: 501 shares; 2026Q1: 615 shares; 2026Q2: 738 shares 738 $368K 0.04% +123 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 616 shares; 2026Q2: 4,184 shares 4,184 $368K 0.04% +3,568 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 407 shares; 2026Q2: 439 shares 439 $363K 0.04% +32 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: 4,518 shares; 2024Q4: 6,308 shares; 2025Q1: 6,694 shares; 2025Q2: 12,033 shares; 2025Q3: 11,462 shares; 2025Q4: 3,357 shares; 2026Q1: 3,391 shares; 2026Q2: 3,366 shares 3,366 $362K 0.04% -25 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 41,293 shares; 2026Q2: 32,994 shares 32,994 $359K 0.04% -8,299 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,341 shares; 2025Q3: 2,360 shares; 2025Q4: 1,789 shares; 2026Q1: 2,472 shares; 2026Q2: 2,502 shares 2,502 $357K 0.04% +30 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,551 shares; 2025Q3: 1,153 shares; 2025Q4: 1,550 shares; 2026Q1: 1,606 shares; 2026Q2: 1,753 shares 1,753 $353K 0.04% +147 Timeline BIZD 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: 50,780 shares; 2024Q4: 49,240 shares; 2025Q1: not reported; 2025Q2: 41,457 shares; 2025Q3: 28,575 shares; 2025Q4: 26,647 shares; 2026Q1: 27,418 shares; 2026Q2: 27,711 shares 27,711 $351K 0.04% +293 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: 2,299 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,413 shares 3,413 $350K 0.04% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN 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: 3,022 shares; 2026Q1: 2,894 shares; 2026Q2: 3,194 shares 3,194 $346K 0.04% +300 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,174 shares 1,174 $345K 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: not reported; 2024Q4: 16,751 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,233 shares; 2026Q1: 2,874 shares; 2026Q2: 3,466 shares 3,466 $344K 0.04% +592 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 176 shares 176 $342K 0.04% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,082 shares; 2025Q1: not reported; 2025Q2: 2,374 shares; 2025Q3: 2,734 shares; 2025Q4: 3,537 shares; 2026Q1: 2,856 shares; 2026Q2: 2,476 shares 2,476 $335K 0.04% -380 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 699 shares; 2026Q2: 685 shares 685 $331K 0.04% -14 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,235 shares 3,235 $326K 0.04% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,385 shares; 2026Q1: 3,282 shares; 2026Q2: 2,251 shares 2,251 $326K 0.04% -1,031 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,093 shares; 2026Q2: 4,096 shares 4,096 $318K 0.03% -997 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,704 shares; 2026Q2: 6,704 shares 6,704 $316K 0.03% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,507 shares; 2025Q3: 4,148 shares; 2025Q4: 4,005 shares; 2026Q1: 2,954 shares; 2026Q2: 3,893 shares 3,893 $312K 0.03% +939 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,296 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,573 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,151 shares 1,151 $312K 0.03% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C 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: 6,871 shares 6,871 $309K 0.03% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,706 shares 9,706 $309K 0.03% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 426 shares; 2024Q4: 426 shares; 2025Q1: not reported; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 427 shares; 2026Q1: 429 shares; 2026Q2: 430 shares 430 $300K 0.03% +1 Timeline PCG PG&E CORP More: the full row for PG&E 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: 12,039 shares; 2025Q4: 29,838 shares; 2026Q1: 31,523 shares; 2026Q2: 17,835 shares 17,835 $300K 0.03% -13,688 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,614 shares; 2024Q4: 3,929 shares; 2025Q1: not reported; 2025Q2: 4,282 shares; 2025Q3: 4,257 shares; 2025Q4: not reported; 2026Q1: 3,498 shares; 2026Q2: 4,108 shares 4,108 $298K 0.03% +610 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: 6,819 shares; 2024Q4: 6,935 shares; 2025Q1: 7,046 shares; 2025Q2: 7,164 shares; 2025Q3: 7,286 shares; 2025Q4: 15,609 shares; 2026Q1: 7,995 shares; 2026Q2: 8,101 shares 8,101 $298K 0.03% +106 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,254 shares; 2025Q4: 5,254 shares; 2026Q1: 5,254 shares; 2026Q2: 5,254 shares 5,254 $296K 0.03% 0 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 610 shares; 2026Q2: 3,448 shares 3,448 $293K 0.03% +2,838 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY 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: 706 shares; 2026Q2: 1,223 shares 1,223 $293K 0.03% +517 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: 705 shares; 2024Q4: 627 shares; 2025Q1: not reported; 2025Q2: 3,287 shares; 2025Q3: 880 shares; 2025Q4: 547 shares; 2026Q1: 1,303 shares; 2026Q2: 717 shares 717 $293K 0.03% -586 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 743 shares 743 $291K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 806 shares; 2026Q1: 948 shares; 2026Q2: 926 shares 926 $291K 0.03% -22 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 2,682 shares; 2026Q1: 3,565 shares; 2026Q2: 3,085 shares 3,085 $290K 0.03% -480 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON 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: 7,747 shares; 2026Q2: 8,497 shares 8,497 $289K 0.03% +750 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,298 shares; 2024Q4: 1,276 shares; 2025Q1: not reported; 2025Q2: 2,402 shares; 2025Q3: 1,430 shares; 2025Q4: 821 shares; 2026Q1: 1,104 shares; 2026Q2: 859 shares 859 $288K 0.03% -245 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY 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: 1,373 shares; 2026Q2: 1,640 shares 1,640 $287K 0.03% +267 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,265 shares; 2026Q2: 6,221 shares 6,221 $286K 0.03% -44 Timeline SYY SYSCO CORP More: the full row for SYSCO 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: 3,001 shares; 2025Q4: 3,042 shares; 2026Q1: not reported; 2026Q2: 3,421 shares 3,421 $286K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,738 shares; 2026Q2: 6,738 shares 6,738 $285K 0.03% 0 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE 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: 1,241 shares 1,241 $284K 0.03% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 590 shares; 2025Q1: not reported; 2025Q2: 2,631 shares; 2025Q3: 763 shares; 2025Q4: not reported; 2026Q1: 693 shares; 2026Q2: 729 shares 729 $283K 0.03% +36 Timeline SDCI USCF ETF TR More: the full row for USCF 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: 10,616 shares 10,616 $281K 0.03% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 404 shares; 2024Q4: 403 shares; 2025Q1: not reported; 2025Q2: 2,403 shares; 2025Q3: 577 shares; 2025Q4: 387 shares; 2026Q1: 378 shares; 2026Q2: 559 shares 559 $279K 0.03% +181 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE 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: 5,437 shares; 2026Q2: 5,641 shares 5,641 $278K 0.03% +204 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,979 shares; 2026Q2: 1,086 shares 1,086 $278K 0.03% -893 Timeline SPHD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,349 shares 5,349 $276K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,623 shares; 2026Q1: not reported; 2026Q2: 3,128 shares 3,128 $274K 0.03% new Timeline SPTI 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: 25,998 shares; 2025Q1: not reported; 2025Q2: 24,412 shares; 2025Q3: not reported; 2025Q4: 8,397 shares; 2026Q1: 8,860 shares; 2026Q2: 9,627 shares 9,627 $274K 0.03% +767 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,436 shares; 2024Q4: 6,566 shares; 2025Q1: 4,635 shares; 2025Q2: 11,782 shares; 2025Q3: 9,712 shares; 2025Q4: 1,428 shares; 2026Q1: 1,859 shares; 2026Q2: 2,188 shares 2,188 $273K 0.03% +329 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,101 shares; 2025Q3: 2,453 shares; 2025Q4: 2,260 shares; 2026Q1: 1,697 shares; 2026Q2: 1,200 shares 1,200 $272K 0.03% -497 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,538 shares; 2025Q3: 3,981 shares; 2025Q4: 3,491 shares; 2026Q1: 3,530 shares; 2026Q2: 3,521 shares 3,521 $271K 0.03% -9 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 1,187 shares 1,187 $270K 0.03% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER 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: 1,293 shares; 2026Q2: 1,259 shares 1,259 $269K 0.03% -34 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 413 shares; 2024Q4: 1,059 shares; 2025Q1: 824 shares; 2025Q2: 5,869 shares; 2025Q3: 1,710 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 603 shares 603 $269K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,003 shares; 2026Q2: 3,789 shares 3,789 $269K 0.03% -214 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,866 shares; 2025Q3: 932 shares; 2025Q4: 889 shares; 2026Q1: 915 shares; 2026Q2: 895 shares 895 $269K 0.03% -20 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,687 shares 3,687 $268K 0.03% 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 reported; 2025Q1: not reported; 2025Q2: 4,983 shares; 2025Q3: not reported; 2025Q4: 4,595 shares; 2026Q1: 4,814 shares; 2026Q2: 4,256 shares 4,256 $267K 0.03% -558 Timeline EVR EVERCORE INC More: the full row for EVERCORE 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: 715 shares; 2025Q4: not reported; 2026Q1: 793 shares; 2026Q2: 784 shares 784 $267K 0.03% -9 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR 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: 3,002 shares 3,002 $266K 0.03% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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: 1,992 shares; 2026Q1: not reported; 2026Q2: 1,488 shares 1,488 $262K 0.03% new Timeline AGX ARGAN INC More: the full row for ARGAN 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: 329 shares 329 $262K 0.03% new 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: 1,343 shares; 2025Q1: not reported; 2025Q2: 1,770 shares; 2025Q3: 1,256 shares; 2025Q4: not reported; 2026Q1: 1,081 shares; 2026Q2: 1,207 shares 1,207 $260K 0.03% +126 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 851 shares 851 $257K 0.03% new Timeline SPYD 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: 5,316 shares 5,316 $257K 0.03% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 332 shares; 2026Q2: 301 shares 301 $257K 0.03% -31 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,509 shares; 2025Q4: 5,509 shares; 2026Q1: 5,509 shares; 2026Q2: 5,509 shares 5,509 $256K 0.03% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,831 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 816 shares; 2026Q2: 774 shares 774 $256K 0.03% -42 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,019 shares; 2025Q3: 4,407 shares; 2025Q4: 4,736 shares; 2026Q1: 6,573 shares; 2026Q2: 7,637 shares 7,637 $255K 0.03% +1,064 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE 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: 941 shares 941 $253K 0.03% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES 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: 1,106 shares; 2026Q2: 1,191 shares 1,191 $251K 0.03% +85 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA 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: 1,100 shares; 2025Q4: 1,348 shares; 2026Q1: 991 shares; 2026Q2: 970 shares 970 $250K 0.03% -21 Timeline FDHY 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: 5,100 shares 5,100 $250K 0.03% new Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,189 shares; 2026Q1: 19,732 shares; 2026Q2: 17,271 shares 17,271 $249K 0.03% -2,461 Timeline FNDE 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: 5,874 shares; 2026Q1: not reported; 2026Q2: 6,252 shares 6,252 $248K 0.03% new Timeline MBB 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: 5,084 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,610 shares 2,610 $247K 0.03% 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: 253 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,269 shares; 2025Q3: 324 shares; 2025Q4: 331 shares; 2026Q1: not reported; 2026Q2: 217 shares 217 $246K 0.03% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,912 shares; 2025Q3: 5,013 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,148 shares 5,148 $243K 0.03% new Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,079 shares; 2025Q3: 8,167 shares; 2025Q4: not reported; 2026Q1: 6,411 shares; 2026Q2: 6,502 shares 6,502 $242K 0.03% +91 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,160 shares; 2025Q3: 9,119 shares; 2025Q4: 8,794 shares; 2026Q1: not reported; 2026Q2: 1,409 shares 1,409 $241K 0.03% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,971 shares; 2024Q4: 3,362 shares; 2025Q1: not reported; 2025Q2: 1,815 shares; 2025Q3: 963 shares; 2025Q4: 891 shares; 2026Q1: 826 shares; 2026Q2: 906 shares 906 $241K 0.03% +80 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,100 shares; 2025Q1: 4,284 shares; 2025Q2: 4,464 shares; 2025Q3: 4,180 shares; 2025Q4: 3,937 shares; 2026Q1: 4,106 shares; 2026Q2: 4,533 shares 4,533 $241K 0.03% +427 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: 2,553 shares; 2024Q4: 2,488 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,609 shares; 2026Q1: 3,944 shares; 2026Q2: 2,368 shares 2,368 $238K 0.03% -1,576 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 4,050 shares; 2026Q1: 4,050 shares; 2026Q2: 4,250 shares 4,250 $236K 0.03% +200 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,188 shares; 2024Q4: 8,397 shares; 2025Q1: not reported; 2025Q2: 5,763 shares; 2025Q3: 6,171 shares; 2025Q4: not reported; 2026Q1: 4,424 shares; 2026Q2: 4,433 shares 4,433 $234K 0.03% +9 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,009 shares; 2026Q2: 3,849 shares 3,849 $233K 0.03% -160 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,027 shares 3,027 $232K 0.03% new Timeline IVLU 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: 5,444 shares; 2026Q1: 5,444 shares; 2026Q2: 5,535 shares 5,535 $231K 0.03% +91 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 282 shares 282 $231K 0.03% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,255 shares; 2024Q4: 29,228 shares; 2025Q1: not reported; 2025Q2: 27,925 shares; 2025Q3: 21,841 shares; 2025Q4: 19,879 shares; 2026Q1: 21,321 shares; 2026Q2: 21,718 shares 21,718 $230K 0.03% +397 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL 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: not reported; 2026Q2: 3,120 shares 3,120 $229K 0.03% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX 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: 2,395 shares; 2026Q2: 2,312 shares 2,312 $229K 0.03% -83 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,950 shares 1,950 $228K 0.02% new Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,467 shares 7,467 $227K 0.02% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE 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: 613 shares; 2026Q1: not reported; 2026Q2: 428 shares 428 $227K 0.02% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,846 shares; 2026Q2: 3,701 shares 3,701 $226K 0.02% -145 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 912 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,016 shares; 2025Q3: 891 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 812 shares 812 $226K 0.02% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,354 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,761 shares 2,761 $226K 0.02% new Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,645 shares; 2024Q4: 6,663 shares; 2025Q1: 5,942 shares; 2025Q2: 10,630 shares; 2025Q3: 8,971 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,728 shares 4,728 $225K 0.02% new Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 884 shares 884 $223K 0.02% new Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,324 shares 4,324 $220K 0.02% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,169 shares; 2024Q4: 5,191 shares; 2025Q1: not reported; 2025Q2: 8,351 shares; 2025Q3: 6,263 shares; 2025Q4: 2,409 shares; 2026Q1: 1,566 shares; 2026Q2: 1,068 shares 1,068 $220K 0.02% -498 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,831 shares; 2024Q4: 2,831 shares; 2025Q1: not reported; 2025Q2: 2,841 shares; 2025Q3: 2,841 shares; 2025Q4: 2,853 shares; 2026Q1: 2,834 shares; 2026Q2: 2,834 shares 2,834 $218K 0.02% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,393 shares; 2024Q4: 11,310 shares; 2025Q1: not reported; 2025Q2: 2,561 shares; 2025Q3: 2,942 shares; 2025Q4: 2,477 shares; 2026Q1: 3,209 shares; 2026Q2: 3,001 shares 3,001 $218K 0.02% -208 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,082 shares; 2025Q4: not reported; 2026Q1: 949 shares; 2026Q2: 837 shares 837 $217K 0.02% -112 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN 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: 1,996 shares; 2025Q4: 2,302 shares; 2026Q1: 2,433 shares; 2026Q2: 1,848 shares 1,848 $216K 0.02% -585 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP 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: 5,158 shares 5,158 $215K 0.02% new 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: not reported; 2025Q4: not reported; 2026Q1: 1,485 shares; 2026Q2: 1,468 shares 1,468 $215K 0.02% -17 Timeline VONG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,697 shares 1,697 $215K 0.02% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,468 shares; 2025Q3: 1,469 shares; 2025Q4: 1,470 shares; 2026Q1: not reported; 2026Q2: 1,472 shares 1,472 $213K 0.02% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 205 shares; 2026Q2: 204 shares 204 $213K 0.02% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 336 shares 336 $212K 0.02% new Timeline INCY INCYTE CORP More: the full row for INCYTE 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: 2,061 shares; 2026Q1: not reported; 2026Q2: 1,866 shares 1,866 $212K 0.02% new 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,829 shares 2,829 $211K 0.02% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,178 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,189 shares 2,189 $211K 0.02% new Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE 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: 1,531 shares; 2026Q2: 1,179 shares 1,179 $211K 0.02% -352 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: not reported; 2026Q1: not reported; 2026Q2: 1,101 shares 1,101 $211K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 864 shares 864 $210K 0.02% new Timeline AVLV 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: not reported; 2026Q2: 2,289 shares 2,289 $209K 0.02% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,325 shares 1,325 $209K 0.02% new Timeline LIT 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,686 shares 2,686 $208K 0.02% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY 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: 4,632 shares 4,632 $207K 0.02% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP 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: 925 shares 925 $207K 0.02% new Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI 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: 801 shares 801 $204K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 557 shares 557 $203K 0.02% new Timeline MINT 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: 2,350 shares; 2026Q1: 2,017 shares; 2026Q2: 2,017 shares 2,017 $203K 0.02% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,988 shares 2,988 $202K 0.02% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,622 shares; 2025Q3: 1,352 shares; 2025Q4: 1,704 shares; 2026Q1: 1,487 shares; 2026Q2: 796 shares 796 $201K 0.02% -691 Timeline VRSN VERISIGN INC More: the full row for VERISIGN 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: 1,208 shares; 2026Q1: 812 shares; 2026Q2: 797 shares 797 $200K 0.02% -15 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,210 shares; 2024Q4: 30,919 shares; 2025Q1: 7,795 shares; 2025Q2: 11,692 shares; 2025Q3: 12,491 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,242 shares 5,242 $200K 0.02% new Timeline PDYN PALLADYNE AI CORP More: the full row for PALLADYNE AI 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: 31,590 shares 31,590 $184K 0.02% new Timeline MVO MV OIL TR More: the full row for MV OIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,360 shares; 2024Q4: 65,976 shares; 2025Q1: not reported; 2025Q2: 68,446 shares; 2025Q3: 69,455 shares; 2025Q4: 70,774 shares; 2026Q1: 73,352 shares; 2026Q2: 75,805 shares 75,805 $123K 0.01% +2,453 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,578 shares; 2025Q3: not reported; 2025Q4: 10,603 shares; 2026Q1: not reported; 2026Q2: 12,038 shares 12,038 $122K 0.01% new Timeline CNH CNH INDL N V More: the full row for CNH INDL N V 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: 10,096 shares; 2026Q2: 10,473 shares 10,473 $118K 0.01% +377 Timeline IOVA IOVANCE BIOTHERAPEUTICS INC More: the full row for IOVANCE BIOTHERAPEUTICS 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: 10,017 shares; 2026Q2: 10,011 shares 10,011 $42.1K <0.01% -6 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,240 shares; 2024Q4: 14,107 shares; 2025Q1: not reported; 2025Q2: 13,737 shares; 2025Q3: 13,737 shares; 2025Q4: not reported; 2026Q1: 13,349 shares; 2026Q2: 11,221 shares 11,221 $35.7K <0.01% -2,128 Timeline