AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,547 shares; 2024Q4: 193,780 shares; 2025Q1: 192,777 shares; 2025Q2: 200,738 shares; 2025Q3: 210,763 shares; 2025Q4: 224,776 shares; 2026Q1: 271,991 shares; 2026Q2: 277,977 shares 277,977 $27.5M 9% +5,986 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,757 shares; 2025Q3: 158,326 shares; 2025Q4: 173,417 shares; 2026Q1: 172,884 shares; 2026Q2: 174,931 shares 174,931 $18.2M 5.94% +2,047 Timeline PRF 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: 348,137 shares; 2024Q4: 339,960 shares; 2025Q1: 325,647 shares; 2025Q2: 334,657 shares; 2025Q3: 301,068 shares; 2025Q4: 325,298 shares; 2026Q1: 325,039 shares; 2026Q2: 321,769 shares 321,769 $17.4M 5.69% -3,270 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,846 shares; 2024Q4: 96,897 shares; 2025Q1: 98,553 shares; 2025Q2: 105,471 shares; 2025Q3: 107,176 shares; 2025Q4: 113,197 shares; 2026Q1: 147,132 shares; 2026Q2: 148,331 shares 148,331 $16.2M 5.31% +1,199 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: 18,686 shares; 2024Q4: 18,814 shares; 2025Q1: 19,975 shares; 2025Q2: 20,380 shares; 2025Q3: 20,438 shares; 2025Q4: 20,641 shares; 2026Q1: 20,469 shares; 2026Q2: 20,557 shares 20,557 $15.4M 5.04% +88 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER 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: 117,148 shares; 2025Q4: 126,335 shares; 2026Q1: 133,955 shares; 2026Q2: 135,212 shares 135,212 $11.1M 3.62% +1,257 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,067 shares; 2024Q4: 88,637 shares; 2025Q1: 91,715 shares; 2025Q2: 100,746 shares; 2025Q3: 96,218 shares; 2025Q4: 102,132 shares; 2026Q1: 105,489 shares; 2026Q2: 107,090 shares 107,090 $10.3M 3.38% +1,601 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: 77,029 shares; 2024Q4: 77,026 shares; 2025Q1: 80,012 shares; 2025Q2: 84,975 shares; 2025Q3: 82,022 shares; 2025Q4: 176,762 shares; 2026Q1: 183,958 shares; 2026Q2: 187,481 shares 187,481 $9.96M 3.26% +3,523 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: 44,361 shares; 2024Q4: 43,859 shares; 2025Q1: 44,391 shares; 2025Q2: 48,258 shares; 2025Q3: 47,073 shares; 2025Q4: 47,009 shares; 2026Q1: 46,568 shares; 2026Q2: 46,882 shares 46,882 $9.38M 3.07% +314 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,731 shares; 2024Q4: 180,700 shares; 2025Q1: 171,541 shares; 2025Q2: 175,162 shares; 2025Q3: 138,830 shares; 2025Q4: 144,845 shares; 2026Q1: 143,904 shares; 2026Q2: 146,564 shares 146,564 $9.12M 2.98% +2,660 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,085 shares; 2024Q4: 80,960 shares; 2025Q1: 71,797 shares; 2025Q2: 74,037 shares; 2025Q3: 63,989 shares; 2025Q4: 67,419 shares; 2026Q1: 80,325 shares; 2026Q2: 160,373 shares 160,373 $9.01M 2.95% +80,048 Timeline KMLM KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226,532 shares; 2024Q4: 234,737 shares; 2025Q1: 253,382 shares; 2025Q2: 265,428 shares; 2025Q3: 258,592 shares; 2025Q4: 278,854 shares; 2026Q1: 307,401 shares; 2026Q2: 309,090 shares 309,090 $8.51M 2.78% +1,689 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: 12,368 shares; 2024Q4: 12,485 shares; 2025Q1: 13,273 shares; 2025Q2: 23,777 shares; 2025Q3: 20,926 shares; 2025Q4: 22,494 shares; 2026Q1: 15,642 shares; 2026Q2: 90,120 shares 90,120 $7.76M 2.54% +74,478 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 82,679 shares 82,679 $7.71M 2.52% new 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: 3,397 shares; 2024Q4: 4,249 shares; 2025Q1: 4,504 shares; 2025Q2: 5,070 shares; 2025Q3: 3,718 shares; 2025Q4: 4,474 shares; 2026Q1: 3,863 shares; 2026Q2: 3,826 shares 3,826 $7.61M 2.49% -37 Timeline XME 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: 79,437 shares; 2024Q4: 80,998 shares; 2025Q1: 85,389 shares; 2025Q2: 90,516 shares; 2025Q3: 72,833 shares; 2025Q4: 75,960 shares; 2026Q1: 62,246 shares; 2026Q2: 64,530 shares 64,530 $6.9M 2.26% +2,284 Timeline EWZ 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: 171,390 shares; 2026Q2: 185,084 shares 185,084 $6.39M 2.09% +13,694 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: 5,486 shares; 2024Q4: 5,717 shares; 2025Q1: 6,035 shares; 2025Q2: 7,294 shares; 2025Q3: 7,045 shares; 2025Q4: 7,072 shares; 2026Q1: 12,749 shares; 2026Q2: 12,943 shares 12,943 $6.18M 2.02% +194 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: 15,298 shares; 2024Q4: 17,961 shares; 2025Q1: 18,157 shares; 2025Q2: 20,073 shares; 2025Q3: 20,292 shares; 2025Q4: 20,786 shares; 2026Q1: 22,342 shares; 2026Q2: 22,872 shares 22,872 $5.45M 1.78% +530 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: 2,136 shares; 2024Q4: 2,449 shares; 2025Q1: 2,500 shares; 2025Q2: 3,727 shares; 2025Q3: 3,922 shares; 2025Q4: 3,952 shares; 2026Q1: 4,044 shares; 2026Q2: 4,243 shares 4,243 $5.09M 1.66% +199 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: 15,582 shares; 2024Q4: 15,818 shares; 2025Q1: 15,677 shares; 2025Q2: 16,879 shares; 2025Q3: 13,972 shares; 2025Q4: 13,794 shares; 2026Q1: 13,894 shares; 2026Q2: 14,155 shares 14,155 $5M 1.64% +261 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: 11,392 shares; 2024Q4: 12,228 shares; 2025Q1: 12,621 shares; 2025Q2: 13,380 shares; 2025Q3: 12,843 shares; 2025Q4: 12,557 shares; 2026Q1: 12,785 shares; 2026Q2: 13,113 shares 13,113 $4.95M 1.62% +328 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,596 shares; 2024Q4: 119,573 shares; 2025Q1: 129,307 shares; 2025Q2: 139,127 shares; 2025Q3: 122,672 shares; 2025Q4: 140,148 shares; 2026Q1: 151,547 shares; 2026Q2: 148,384 shares 148,384 $4.81M 1.57% -3,163 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,704 shares; 2024Q4: 10,976 shares; 2025Q1: 10,978 shares; 2025Q2: 12,242 shares; 2025Q3: 13,101 shares; 2025Q4: 13,012 shares; 2026Q1: 15,558 shares; 2026Q2: 15,262 shares 15,262 $3.33M 1.09% -296 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: 48,799 shares; 2024Q4: 52,962 shares; 2025Q1: 52,398 shares; 2025Q2: 62,609 shares; 2025Q3: 60,908 shares; 2025Q4: 61,794 shares; 2026Q1: 58,190 shares; 2026Q2: 58,280 shares 58,280 $3.16M 1.03% +90 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S 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: 27,503 shares; 2025Q4: 38,539 shares; 2026Q1: 70,833 shares; 2026Q2: 61,298 shares 61,298 $2.94M 0.96% -9,535 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 549 shares; 2024Q4: 607 shares; 2025Q1: 597 shares; 2025Q2: 960 shares; 2025Q3: 1,120 shares; 2025Q4: 1,183 shares; 2026Q1: 1,382 shares; 2026Q2: 1,607 shares 1,607 $2.73M 0.89% +225 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,314 shares; 2025Q3: 22,161 shares; 2025Q4: 22,239 shares; 2026Q1: 23,296 shares; 2026Q2: 28,214 shares 28,214 $2.68M 0.88% +4,918 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: 5,971 shares; 2024Q4: 6,752 shares; 2025Q1: 6,771 shares; 2025Q2: 7,700 shares; 2025Q3: 7,528 shares; 2025Q4: 7,814 shares; 2026Q1: 8,056 shares; 2026Q2: 6,793 shares 6,793 $2.53M 0.83% -1,263 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,872 shares; 2024Q4: 2,847 shares; 2025Q1: 2,732 shares; 2025Q2: 2,776 shares; 2025Q3: 2,742 shares; 2025Q4: 2,512 shares; 2026Q1: 2,509 shares; 2026Q2: 2,584 shares 2,584 $2.42M 0.79% +75 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,532 shares; 2024Q4: 216,399 shares; 2025Q1: 221,923 shares; 2025Q2: 244,299 shares; 2025Q3: 255,336 shares; 2025Q4: 191,403 shares; 2026Q1: 143,174 shares; 2026Q2: 142,170 shares 142,170 $2.3M 0.75% -1,004 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,778 shares; 2025Q2: 5,583 shares; 2025Q3: 5,866 shares; 2025Q4: 5,834 shares; 2026Q1: 6,065 shares; 2026Q2: 6,386 shares 6,386 $2.03M 0.66% +321 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,411 shares; 2026Q2: 1,742 shares 1,742 $2.01M 0.66% +331 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,780 shares; 2024Q4: 137,047 shares; 2025Q1: 137,560 shares; 2025Q2: 136,865 shares; 2025Q3: 141,756 shares; 2025Q4: 147,087 shares; 2026Q1: 24,829 shares; 2026Q2: 23,480 shares 23,480 $1.93M 0.63% -1,349 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,640 shares; 2025Q4: 5,116 shares; 2026Q1: 5,116 shares; 2026Q2: 5,116 shares 5,116 $1.89M 0.62% 0 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: 22,257 shares; 2024Q4: 23,697 shares; 2025Q1: 23,337 shares; 2025Q2: 27,225 shares; 2025Q3: 29,611 shares; 2025Q4: 31,679 shares; 2026Q1: 31,900 shares; 2026Q2: 32,055 shares 32,055 $1.85M 0.6% +155 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: 7,320 shares; 2024Q4: 7,521 shares; 2025Q1: 7,471 shares; 2025Q2: 8,424 shares; 2025Q3: 7,647 shares; 2025Q4: 8,577 shares; 2026Q1: 7,714 shares; 2026Q2: 7,479 shares 7,479 $1.84M 0.6% -235 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: 4,278 shares; 2024Q4: 5,671 shares; 2025Q1: 5,900 shares; 2025Q2: 7,354 shares; 2025Q3: 8,552 shares; 2025Q4: 8,999 shares; 2026Q1: 4,289 shares; 2026Q2: 4,133 shares 4,133 $1.72M 0.56% -156 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,326 shares; 2025Q1: 11,997 shares; 2025Q2: 13,946 shares; 2025Q3: 14,062 shares; 2025Q4: 14,089 shares; 2026Q1: 14,465 shares; 2026Q2: 14,845 shares 14,845 $1.7M 0.55% +380 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: 20,727 shares; 2024Q4: 25,929 shares; 2025Q1: 25,821 shares; 2025Q2: 27,866 shares; 2025Q3: 31,490 shares; 2025Q4: 31,610 shares; 2026Q1: 32,558 shares; 2026Q2: 33,285 shares 33,285 $1.66M 0.54% +727 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: 1,575 shares; 2024Q4: 1,552 shares; 2025Q1: 1,512 shares; 2025Q2: 1,678 shares; 2025Q3: 1,589 shares; 2025Q4: 15,380 shares; 2026Q1: 18,929 shares; 2026Q2: 22,005 shares 22,005 $1.57M 0.51% +3,076 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: 10,490 shares; 2024Q4: 8,999 shares; 2025Q1: 8,613 shares; 2025Q2: 9,170 shares; 2025Q3: 8,162 shares; 2025Q4: 7,330 shares; 2026Q1: 7,016 shares; 2026Q2: 6,984 shares 6,984 $1.52M 0.5% -32 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,512 shares; 2024Q4: 4,513 shares; 2025Q1: 4,473 shares; 2025Q2: 4,486 shares; 2025Q3: 3,489 shares; 2025Q4: 4,386 shares; 2026Q1: 4,362 shares; 2026Q2: 4,349 shares 4,349 $1.5M 0.49% -13 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: 18,504 shares; 2024Q4: 20,273 shares; 2025Q1: 21,013 shares; 2025Q2: 24,790 shares; 2025Q3: 24,374 shares; 2025Q4: 24,074 shares; 2026Q1: 23,627 shares; 2026Q2: 22,889 shares 22,889 $1.41M 0.46% -738 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,456 shares; 2024Q4: 4,456 shares; 2025Q1: 4,456 shares; 2025Q2: 4,282 shares; 2025Q3: 5,151 shares; 2025Q4: 5,740 shares; 2026Q1: 5,984 shares; 2026Q2: 5,227 shares 5,227 $1.36M 0.45% -757 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: not reported; 2024Q4: 26,395 shares; 2025Q1: 32,970 shares; 2025Q2: 47,205 shares; 2025Q3: 51,522 shares; 2025Q4: 51,732 shares; 2026Q1: 52,829 shares; 2026Q2: 54,689 shares 54,689 $1.32M 0.43% +1,860 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: 12,202 shares; 2024Q4: 14,277 shares; 2025Q1: 14,433 shares; 2025Q2: 16,670 shares; 2025Q3: 17,818 shares; 2025Q4: 17,455 shares; 2026Q1: 17,708 shares; 2026Q2: 18,179 shares 18,179 $1.31M 0.43% +471 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: not reported; 2024Q4: not reported; 2025Q1: 2,060 shares; 2025Q2: 7,477 shares; 2025Q3: 8,838 shares; 2025Q4: 8,926 shares; 2026Q1: 9,101 shares; 2026Q2: 9,017 shares 9,017 $1.22M 0.4% -84 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,865 shares; 2024Q4: 12,779 shares; 2025Q1: 12,495 shares; 2025Q2: 11,436 shares; 2025Q3: 12,681 shares; 2025Q4: 13,276 shares; 2026Q1: 12,579 shares; 2026Q2: 12,680 shares 12,680 $1.21M 0.4% +101 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: 7,581 shares; 2024Q4: 7,946 shares; 2025Q1: 8,066 shares; 2025Q2: 10,371 shares; 2025Q3: 10,724 shares; 2025Q4: 10,539 shares; 2026Q1: 11,135 shares; 2026Q2: 11,838 shares 11,838 $1.21M 0.4% +703 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: 12,608 shares; 2024Q4: 9,215 shares; 2025Q1: 9,514 shares; 2025Q2: 12,811 shares; 2025Q3: 15,530 shares; 2025Q4: 15,729 shares; 2026Q1: 16,812 shares; 2026Q2: 16,358 shares 16,358 $1.18M 0.39% -454 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: 18,041 shares; 2024Q4: 18,047 shares; 2025Q1: 22,862 shares; 2025Q2: 17,408 shares; 2025Q3: 16,741 shares; 2025Q4: 16,416 shares; 2026Q1: 15,514 shares; 2026Q2: 15,486 shares 15,486 $1.14M 0.37% -28 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,475 shares; 2024Q4: 1,546 shares; 2025Q1: 1,329 shares; 2025Q2: 1,410 shares; 2025Q3: 1,029 shares; 2025Q4: 1,423 shares; 2026Q1: 1,528 shares; 2026Q2: 1,512 shares 1,512 $1.13M 0.37% -16 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,483 shares; 2024Q4: 20,056 shares; 2025Q1: 32,889 shares; 2025Q2: 41,006 shares; 2025Q3: 43,554 shares; 2025Q4: 43,814 shares; 2026Q1: 42,382 shares; 2026Q2: 28,208 shares 28,208 $1.11M 0.36% -14,174 Timeline RSP 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: 6,374 shares; 2024Q4: 5,682 shares; 2025Q1: 5,433 shares; 2025Q2: 5,158 shares; 2025Q3: 2,148 shares; 2025Q4: 4,989 shares; 2026Q1: 4,868 shares; 2026Q2: 4,865 shares 4,865 $1.04M 0.34% -3 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: not reported; 2024Q4: 7,707 shares; 2025Q1: 8,256 shares; 2025Q2: 12,880 shares; 2025Q3: 16,289 shares; 2025Q4: 10,977 shares; 2026Q1: 9,848 shares; 2026Q2: 9,539 shares 9,539 $1.03M 0.34% -309 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: 1,341 shares; 2024Q4: 1,353 shares; 2025Q1: 1,353 shares; 2025Q2: 1,404 shares; 2025Q3: 342 shares; 2025Q4: 1,367 shares; 2026Q1: 1,337 shares; 2026Q2: 1,356 shares 1,356 $999K 0.33% +19 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: not reported; 2024Q4: not reported; 2025Q1: 36,300 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 302,797 shares; 2026Q2: 314,742 shares 314,742 $988K 0.32% +11,945 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,600 shares; 2024Q4: 37,211 shares; 2025Q1: 31,361 shares; 2025Q2: 30,439 shares; 2025Q3: 22,263 shares; 2025Q4: 21,363 shares; 2026Q1: 19,682 shares; 2026Q2: 19,269 shares 19,269 $965K 0.32% -413 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: 2,707 shares 2,707 $819K 0.27% 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: 94,451 shares; 2024Q4: 287,782 shares; 2025Q1: 302,099 shares; 2025Q2: 295,937 shares; 2025Q3: 25,632 shares; 2025Q4: 29,088 shares; 2026Q1: 26,012 shares; 2026Q2: 25,544 shares 25,544 $810K 0.26% -468 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,196 shares 2,196 $801K 0.26% 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: not reported; 2026Q2: 872 shares 872 $748K 0.24% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,659 shares; 2024Q4: 1,669 shares; 2025Q1: 1,719 shares; 2025Q2: 1,769 shares; 2025Q3: 1,736 shares; 2025Q4: 1,703 shares; 2026Q1: 1,673 shares; 2026Q2: 1,674 shares 1,674 $704K 0.23% +1 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: 4,497 shares; 2024Q4: 4,314 shares; 2025Q1: 3,934 shares; 2025Q2: 3,523 shares; 2025Q3: 1,715 shares; 2025Q4: 1,553 shares; 2026Q1: 1,661 shares; 2026Q2: 2,156 shares 2,156 $624K 0.2% +495 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: 751 shares; 2024Q4: 751 shares; 2025Q1: 685 shares; 2025Q2: 685 shares; 2025Q3: 685 shares; 2025Q4: 685 shares; 2026Q1: 622 shares; 2026Q2: 622 shares 622 $608K 0.2% 0 Timeline VDE 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: 3,432 shares; 2024Q4: 3,057 shares; 2025Q1: 2,567 shares; 2025Q2: 3,041 shares; 2025Q3: not reported; 2025Q4: 2,918 shares; 2026Q1: 2,901 shares; 2026Q2: 2,901 shares 2,901 $436K 0.14% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 955 shares; 2025Q2: 955 shares; 2025Q3: 587 shares; 2025Q4: 955 shares; 2026Q1: 955 shares; 2026Q2: 955 shares 955 $433K 0.14% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,463 shares; 2024Q4: 4,463 shares; 2025Q1: 4,463 shares; 2025Q2: 6,506 shares; 2025Q3: not reported; 2025Q4: 3,899 shares; 2026Q1: 3,900 shares; 2026Q2: 3,902 shares 3,902 $431K 0.14% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 540 shares; 2026Q2: 605 shares 605 $416K 0.14% +65 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,730 shares; 2024Q4: 7,730 shares; 2025Q1: 7,730 shares; 2025Q2: 6,680 shares; 2025Q3: not reported; 2025Q4: 6,680 shares; 2026Q1: 6,958 shares; 2026Q2: 6,958 shares 6,958 $405K 0.13% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,587 shares; 2024Q4: 1,587 shares; 2025Q1: 1,587 shares; 2025Q2: 1,587 shares; 2025Q3: 1,600 shares; 2025Q4: 1,587 shares; 2026Q1: 1,587 shares; 2026Q2: 1,587 shares 1,587 $399K 0.13% 0 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: 2,344 shares; 2024Q4: 11,976 shares; 2025Q1: 11,976 shares; 2025Q2: 11,976 shares; 2025Q3: 11,976 shares; 2025Q4: 11,976 shares; 2026Q1: 11,284 shares; 2026Q2: 11,415 shares 11,415 $386K 0.13% +131 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: 5,070 shares; 2024Q4: 5,070 shares; 2025Q1: 5,070 shares; 2025Q2: 5,070 shares; 2025Q3: 5,070 shares; 2025Q4: 5,070 shares; 2026Q1: 5,070 shares; 2026Q2: 5,070 shares 5,070 $372K 0.12% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 742 shares; 2026Q2: 942 shares 942 $337K 0.11% +200 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,509 shares; 2026Q1: 2,249 shares; 2026Q2: 1,926 shares 1,926 $319K 0.1% -323 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 895 shares; 2024Q4: 895 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 895 shares; 2025Q4: 895 shares; 2026Q1: 895 shares; 2026Q2: 895 shares 895 $308K 0.1% 0 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: 662 shares; 2024Q4: 658 shares; 2025Q1: 658 shares; 2025Q2: 658 shares; 2025Q3: 658 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $308K 0.1% 0 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,082 shares; 2024Q4: 10,082 shares; 2025Q1: 10,082 shares; 2025Q2: 10,082 shares; 2025Q3: 9,732 shares; 2025Q4: 9,732 shares; 2026Q1: 8,582 shares; 2026Q2: 7,419 shares 7,419 $305K 0.1% -1,163 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: 2,005 shares; 2024Q4: 2,005 shares; 2025Q1: 2,005 shares; 2025Q2: 2,006 shares; 2025Q3: 2,007 shares; 2025Q4: 2,007 shares; 2026Q1: 1,993 shares; 2026Q2: 1,994 shares 1,994 $302K 0.1% +1 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: 2,735 shares; 2024Q4: 2,735 shares; 2025Q1: 2,735 shares; 2025Q2: 2,735 shares; 2025Q3: 2,106 shares; 2025Q4: 2,106 shares; 2026Q1: 2,056 shares; 2026Q2: 2,056 shares 2,056 $301K 0.1% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 863 shares; 2024Q4: 863 shares; 2025Q1: 954 shares; 2025Q2: 954 shares; 2025Q3: 953 shares; 2025Q4: 906 shares; 2026Q1: 921 shares; 2026Q2: 3,687 shares 3,687 $297K 0.1% +2,766 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 3,350 shares; 2026Q2: 2,750 shares 2,750 $275K 0.09% -600 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 862 shares; 2024Q4: 862 shares; 2025Q1: 862 shares; 2025Q2: 862 shares; 2025Q3: not reported; 2025Q4: 862 shares; 2026Q1: 862 shares; 2026Q2: 862 shares 862 $271K 0.09% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 424 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 424 shares; 2026Q2: 424 shares 424 $269K 0.09% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 675 shares; 2025Q4: 628 shares; 2026Q1: not reported; 2026Q2: 732 shares 732 $240K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: not reported; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $229K 0.07% 0 Timeline SCHB 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: 8,127 shares; 2026Q2: 7,900 shares 7,900 $229K 0.07% -227 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,639 shares; 2024Q4: 5,639 shares; 2025Q1: 5,639 shares; 2025Q2: 5,590 shares; 2025Q3: 1,961 shares; 2025Q4: 5,375 shares; 2026Q1: 2,129 shares; 2026Q2: 2,129 shares 2,129 $217K 0.07% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN 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: not reported; 2026Q2: 272 shares 272 $216K 0.07% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 286 shares; 2026Q2: 286 shares 286 $216K 0.07% 0 Timeline XLRE 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: 7,632 shares; 2024Q4: 7,632 shares; 2025Q1: 7,632 shares; 2025Q2: 6,582 shares; 2025Q3: 4,782 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,782 shares 4,782 $211K 0.07% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,613 shares; 2025Q3: 2,613 shares; 2025Q4: 2,613 shares; 2026Q1: 2,613 shares; 2026Q2: 2,613 shares 2,613 $206K 0.07% 0 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: not reported; 2026Q2: 804 shares 804 $205K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,755 shares; 2025Q4: 4,664 shares; 2026Q1: 5,142 shares; 2026Q2: 4,103 shares 4,103 $203K 0.07% -1,039 Timeline