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: 33,219 shares; 2024Q4: 34,053 shares; 2025Q1: 34,131 shares; 2025Q2: 34,930 shares; 2025Q3: 30,183 shares; 2025Q4: 29,700 shares; 2026Q1: 24,030 shares; 2026Q2: 24,314 shares 24,314 $16.7M 7.35% +284 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: 46,317 shares; 2024Q4: 45,457 shares; 2025Q1: 43,784 shares; 2025Q2: 43,069 shares; 2025Q3: 36,102 shares; 2025Q4: 35,774 shares; 2026Q1: 22,956 shares; 2026Q2: 111,706 shares 111,706 $9.82M 4.33% +88,750 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: 16,094 shares; 2024Q4: 17,776 shares; 2025Q1: 10,490 shares; 2025Q2: 17,626 shares; 2025Q3: 13,004 shares; 2025Q4: 20,289 shares; 2026Q1: 10,762 shares; 2026Q2: 12,692 shares 12,692 $9.5M 4.19% +1,930 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,060 shares; 2024Q4: 87,124 shares; 2025Q1: 84,491 shares; 2025Q2: 82,292 shares; 2025Q3: 64,710 shares; 2025Q4: 64,801 shares; 2026Q1: 42,409 shares; 2026Q2: 42,166 shares 42,166 $6.89M 3.04% -243 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,940 shares; 2024Q4: 53,295 shares; 2025Q1: 66,454 shares; 2025Q2: 79,453 shares; 2025Q3: 120,477 shares; 2025Q4: 144,766 shares; 2026Q1: 140,256 shares; 2026Q2: 144,855 shares 144,855 $6.59M 2.9% +4,599 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: 70,717 shares; 2024Q4: 72,282 shares; 2025Q1: 74,765 shares; 2025Q2: 78,029 shares; 2025Q3: 83,525 shares; 2025Q4: 83,869 shares; 2026Q1: 64,633 shares; 2026Q2: 65,589 shares 65,589 $6.33M 2.79% +956 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: 5,190 shares; 2024Q4: 6,880 shares; 2025Q1: 7,743 shares; 2025Q2: 8,124 shares; 2025Q3: 9,086 shares; 2025Q4: 9,812 shares; 2026Q1: 7,233 shares; 2026Q2: 7,281 shares 7,281 $5.36M 2.36% +48 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: 75,606 shares; 2024Q4: 78,242 shares; 2025Q1: 77,832 shares; 2025Q2: 75,328 shares; 2025Q3: 55,657 shares; 2025Q4: 54,036 shares; 2026Q1: 25,390 shares; 2026Q2: 26,794 shares 26,794 $5.36M 2.36% +1,404 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: 9,686 shares; 2024Q4: 10,376 shares; 2025Q1: 12,304 shares; 2025Q2: 13,819 shares; 2025Q3: 15,988 shares; 2025Q4: 16,867 shares; 2026Q1: 16,179 shares; 2026Q2: 16,108 shares 16,108 $4.88M 2.15% -71 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: 8,336 shares; 2024Q4: 9,415 shares; 2025Q1: 11,813 shares; 2025Q2: 13,025 shares; 2025Q3: 18,237 shares; 2025Q4: 20,765 shares; 2026Q1: 24,566 shares; 2026Q2: 29,787 shares 29,787 $4.71M 2.07% +5,221 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: 29,252 shares; 2024Q4: 29,388 shares; 2025Q1: 29,516 shares; 2025Q2: 31,357 shares; 2025Q3: 20,195 shares; 2025Q4: 19,844 shares; 2026Q1: 15,506 shares; 2026Q2: 15,624 shares 15,624 $4.52M 1.99% +118 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,913 shares; 2024Q4: 36,178 shares; 2025Q1: 35,618 shares; 2025Q2: 36,264 shares; 2025Q3: 31,192 shares; 2025Q4: 31,519 shares; 2026Q1: 19,469 shares; 2026Q2: 20,067 shares 20,067 $3.97M 1.75% +598 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: 20,162 shares; 2024Q4: 20,389 shares; 2025Q1: 20,767 shares; 2025Q2: 20,926 shares; 2025Q3: 12,906 shares; 2025Q4: 12,346 shares; 2026Q1: 10,615 shares; 2026Q2: 10,462 shares 10,462 $3.74M 1.65% -153 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: 24,841 shares; 2024Q4: 25,279 shares; 2025Q1: 27,725 shares; 2025Q2: 24,792 shares; 2025Q3: 18,021 shares; 2025Q4: 18,029 shares; 2026Q1: 15,453 shares; 2026Q2: 15,442 shares 15,442 $3.68M 1.62% -11 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,258 shares; 2024Q4: 5,398 shares; 2025Q1: 8,473 shares; 2025Q2: 10,147 shares; 2025Q3: 13,445 shares; 2025Q4: 14,973 shares; 2026Q1: 17,741 shares; 2026Q2: 19,206 shares 19,206 $3.4M 1.5% +1,465 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: 16,462 shares; 2024Q4: 15,828 shares; 2025Q1: 13,106 shares; 2025Q2: 12,748 shares; 2025Q3: 12,479 shares; 2025Q4: 17,190 shares; 2026Q1: 8,326 shares; 2026Q2: 8,232 shares 8,232 $3.05M 1.34% -94 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: 50,564 shares; 2024Q4: 50,306 shares; 2025Q1: 48,439 shares; 2025Q2: 47,253 shares; 2025Q3: 40,760 shares; 2025Q4: 40,577 shares; 2026Q1: 29,297 shares; 2026Q2: 29,668 shares 29,668 $2.99M 1.32% +371 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: 28,502 shares; 2024Q4: 28,818 shares; 2025Q1: 28,138 shares; 2025Q2: 27,505 shares; 2025Q3: 22,699 shares; 2025Q4: 22,686 shares; 2026Q1: 12,031 shares; 2026Q2: 11,982 shares 11,982 $2.91M 1.28% -49 Timeline BIL 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: 2,879 shares; 2024Q4: 2,497 shares; 2025Q1: 63,722 shares; 2025Q2: 26,783 shares; 2025Q3: 2,359 shares; 2025Q4: 2,446 shares; 2026Q1: 37,211 shares; 2026Q2: 28,337 shares 28,337 $2.6M 1.14% -8,874 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: 55,839 shares; 2024Q4: 57,575 shares; 2025Q1: 57,342 shares; 2025Q2: 56,265 shares; 2025Q3: 46,986 shares; 2025Q4: 46,022 shares; 2026Q1: 31,474 shares; 2026Q2: 31,183 shares 31,183 $2.58M 1.14% -291 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: 83,365 shares; 2024Q4: 85,587 shares; 2025Q1: 90,381 shares; 2025Q2: 80,352 shares; 2025Q3: 69,782 shares; 2025Q4: 73,669 shares; 2026Q1: 28,870 shares; 2026Q2: 29,249 shares 29,249 $2.34M 1.03% +379 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,979 shares; 2024Q4: 13,606 shares; 2025Q1: 20,333 shares; 2025Q2: 24,275 shares; 2025Q3: 37,354 shares; 2025Q4: 42,025 shares; 2026Q1: 47,162 shares; 2026Q2: 47,699 shares 47,699 $2.23M 0.98% +537 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: 7,882 shares; 2024Q4: 7,776 shares; 2025Q1: 7,464 shares; 2025Q2: 7,482 shares; 2025Q3: 7,050 shares; 2025Q4: 7,016 shares; 2026Q1: 6,084 shares; 2026Q2: 6,077 shares 6,077 $2.15M 0.95% -7 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,180 shares; 2024Q4: 14,923 shares; 2025Q1: 15,087 shares; 2025Q2: 15,134 shares; 2025Q3: 8,270 shares; 2025Q4: 8,277 shares; 2026Q1: 6,336 shares; 2026Q2: 5,722 shares 5,722 $2.13M 0.94% -614 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,937 shares; 2024Q4: 20,127 shares; 2025Q1: 19,139 shares; 2025Q2: 18,481 shares; 2025Q3: 12,770 shares; 2025Q4: 12,847 shares; 2026Q1: 6,640 shares; 2026Q2: 6,451 shares 6,451 $1.98M 0.87% -189 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,597 shares; 2024Q4: 18,386 shares; 2025Q1: 19,917 shares; 2025Q2: 21,972 shares; 2025Q3: 19,061 shares; 2025Q4: 20,040 shares; 2026Q1: 20,756 shares; 2026Q2: 20,294 shares 20,294 $1.96M 0.86% -462 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,292 shares; 2024Q4: 3,049 shares; 2025Q1: 4,412 shares; 2025Q2: 4,916 shares; 2025Q3: 5,611 shares; 2025Q4: 5,803 shares; 2026Q1: 6,925 shares; 2026Q2: 7,434 shares 7,434 $1.85M 0.82% +509 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: 14,204 shares; 2024Q4: 25,961 shares; 2025Q1: 20,007 shares; 2025Q2: 47,967 shares; 2025Q3: 8,244 shares; 2025Q4: 7,962 shares; 2026Q1: 11,721 shares; 2026Q2: 22,307 shares 22,307 $1.83M 0.81% +10,586 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: 11,949 shares; 2024Q4: 12,005 shares; 2025Q1: 12,263 shares; 2025Q2: 13,693 shares; 2025Q3: 9,994 shares; 2025Q4: 9,638 shares; 2026Q1: 7,339 shares; 2026Q2: 7,246 shares 7,246 $1.78M 0.79% -93 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: 6,275 shares; 2024Q4: 5,816 shares; 2025Q1: 5,777 shares; 2025Q2: 5,557 shares; 2025Q3: 4,710 shares; 2025Q4: 5,608 shares; 2026Q1: 3,450 shares; 2026Q2: 20,358 shares 20,358 $1.75M 0.77% +16,908 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: 5,928 shares; 2024Q4: 5,105 shares; 2025Q1: 5,500 shares; 2025Q2: 5,665 shares; 2025Q3: 4,931 shares; 2025Q4: 5,013 shares; 2026Q1: 3,174 shares; 2026Q2: 2,945 shares 2,945 $1.71M 0.75% -229 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: 7,214 shares; 2024Q4: 8,076 shares; 2025Q1: 7,807 shares; 2025Q2: 8,681 shares; 2025Q3: 5,030 shares; 2025Q4: 4,935 shares; 2026Q1: 3,927 shares; 2026Q2: 4,356 shares 4,356 $1.65M 0.72% +429 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: 9,996 shares; 2024Q4: 10,070 shares; 2025Q1: 9,619 shares; 2025Q2: 9,096 shares; 2025Q3: 7,633 shares; 2025Q4: 7,603 shares; 2026Q1: 4,353 shares; 2026Q2: 4,356 shares 4,356 $1.59M 0.7% +3 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: 849 shares; 2026Q1: 1,471 shares; 2026Q2: 1,342 shares 1,342 $1.55M 0.68% -129 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,136 shares; 2024Q4: 5,394 shares; 2025Q1: 5,456 shares; 2025Q2: 5,299 shares; 2025Q3: 4,782 shares; 2025Q4: 5,316 shares; 2026Q1: 3,163 shares; 2026Q2: 3,023 shares 3,023 $1.51M 0.67% -140 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 4 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.66% 0 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: not reported; 2025Q4: 1,370 shares; 2026Q1: 935 shares; 2026Q2: 2,259 shares 2,259 $1.44M 0.64% +1,324 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,154 shares; 2024Q4: 31,668 shares; 2025Q1: 41,111 shares; 2025Q2: 40,338 shares; 2025Q3: 34,079 shares; 2025Q4: 33,977 shares; 2026Q1: 24,863 shares; 2026Q2: 24,872 shares 24,872 $1.32M 0.58% +9 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,073 shares; 2024Q4: 107,813 shares; 2025Q1: 110,644 shares; 2025Q2: 110,636 shares; 2025Q3: 112,682 shares; 2025Q4: 99,881 shares; 2026Q1: 94,539 shares; 2026Q2: 94,539 shares 94,539 $1.3M 0.57% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,142 shares; 2024Q4: 44,538 shares; 2025Q1: 52,794 shares; 2025Q2: 48,931 shares; 2025Q3: 41,920 shares; 2025Q4: 42,929 shares; 2026Q1: 28,682 shares; 2026Q2: 30,084 shares 30,084 $1.28M 0.56% +1,402 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,546 shares; 2024Q4: 1,507 shares; 2025Q1: 1,509 shares; 2025Q2: 1,607 shares; 2025Q3: 1,352 shares; 2025Q4: 1,261 shares; 2026Q1: 1,202 shares; 2026Q2: 1,196 shares 1,196 $1.27M 0.56% -6 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,291 shares; 2024Q4: 2,262 shares; 2025Q1: 3,046 shares; 2025Q2: 4,021 shares; 2025Q3: 2,883 shares; 2025Q4: 2,716 shares; 2026Q1: 2,297 shares; 2026Q2: 2,279 shares 2,279 $1.23M 0.54% -18 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,475 shares; 2024Q4: 15,334 shares; 2025Q1: 14,831 shares; 2025Q2: 14,520 shares; 2025Q3: 13,312 shares; 2025Q4: 13,334 shares; 2026Q1: 9,243 shares; 2026Q2: 10,504 shares 10,504 $1.23M 0.54% +1,261 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,584 shares; 2025Q2: 3,409 shares; 2025Q3: 3,527 shares; 2025Q4: 3,565 shares; 2026Q1: 3,763 shares; 2026Q2: 3,387 shares 3,387 $1.2M 0.53% -376 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: 3,845 shares; 2024Q4: 3,922 shares; 2025Q1: 4,142 shares; 2025Q2: 4,212 shares; 2025Q3: 2,904 shares; 2025Q4: 3,047 shares; 2026Q1: 2,155 shares; 2026Q2: 2,131 shares 2,131 $1.2M 0.53% -24 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: 3,031 shares; 2024Q4: 4,013 shares; 2025Q1: 5,046 shares; 2025Q2: 5,253 shares; 2025Q3: 5,514 shares; 2025Q4: 5,592 shares; 2026Q1: 6,389 shares; 2026Q2: 5,576 shares 5,576 $1.19M 0.52% -813 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: 4,676 shares; 2024Q4: 16,488 shares; 2025Q1: 16,990 shares; 2025Q2: 14,178 shares; 2025Q3: 11,265 shares; 2025Q4: 11,236 shares; 2026Q1: 11,833 shares; 2026Q2: 37,063 shares 37,063 $1.18M 0.52% +25,230 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: 6,270 shares; 2024Q4: 6,279 shares; 2025Q1: 6,385 shares; 2025Q2: 6,562 shares; 2025Q3: 3,747 shares; 2025Q4: 3,723 shares; 2026Q1: 2,472 shares; 2026Q2: 3,565 shares 3,565 $1.17M 0.51% +1,093 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,452 shares; 2024Q4: 71,078 shares; 2025Q1: 69,205 shares; 2025Q2: 70,820 shares; 2025Q3: 69,395 shares; 2025Q4: 74,502 shares; 2026Q1: 45,441 shares; 2026Q2: 50,945 shares 50,945 $1.16M 0.51% +5,504 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: 14,614 shares; 2024Q4: 14,239 shares; 2025Q1: 13,958 shares; 2025Q2: 13,727 shares; 2025Q3: 11,863 shares; 2025Q4: 11,442 shares; 2026Q1: 4,926 shares; 2026Q2: 5,198 shares 5,198 $1.13M 0.5% +272 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,117 shares; 2025Q4: 10,304 shares; 2026Q1: 12,349 shares; 2026Q2: 12,389 shares 12,389 $1.12M 0.5% +40 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: 5,422 shares; 2024Q4: 5,873 shares; 2025Q1: 6,129 shares; 2025Q2: 6,551 shares; 2025Q3: 5,608 shares; 2025Q4: 8,277 shares; 2026Q1: 7,473 shares; 2026Q2: 7,413 shares 7,413 $1.09M 0.48% -60 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,223 shares; 2024Q4: 10,219 shares; 2025Q1: 10,452 shares; 2025Q2: 9,775 shares; 2025Q3: 6,118 shares; 2025Q4: 6,129 shares; 2026Q1: 3,225 shares; 2026Q2: 3,057 shares 3,057 $1.05M 0.46% -168 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,848 shares; 2024Q4: 1,818 shares; 2025Q1: 2,072 shares; 2025Q2: 1,978 shares; 2025Q3: 2,099 shares; 2025Q4: 2,147 shares; 2026Q1: 1,713 shares; 2026Q2: 1,900 shares 1,900 $1.03M 0.45% +187 Timeline DFTX DEFINIUM THERAPEUTICS INC More: the full row for DEFINIUM THERAPEUTICS 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: 21,523 shares 21,523 $1.01M 0.45% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,653 shares; 2025Q1: 11,269 shares; 2025Q2: 11,497 shares; 2025Q3: 15,004 shares; 2025Q4: 14,953 shares; 2026Q1: 13,353 shares; 2026Q2: 13,168 shares 13,168 $1M 0.44% -185 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,977 shares; 2024Q4: 1,705 shares; 2025Q1: 1,757 shares; 2025Q2: 1,671 shares; 2025Q3: 998 shares; 2025Q4: 988 shares; 2026Q1: 819 shares; 2026Q2: 816 shares 816 $979K 0.43% -3 Timeline NBDS NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,382 shares; 2024Q4: 11,746 shares; 2025Q1: 18,731 shares; 2025Q2: 22,128 shares; 2025Q3: 23,335 shares; 2025Q4: 24,367 shares; 2026Q1: 22,304 shares; 2026Q2: 22,304 shares 22,304 $947K 0.42% 0 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: 4,666 shares; 2025Q4: 11,714 shares; 2026Q1: 10,509 shares; 2026Q2: 9,935 shares 9,935 $928K 0.41% -574 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: 878 shares; 2024Q4: 861 shares; 2025Q1: 885 shares; 2025Q2: 622 shares; 2025Q3: 479 shares; 2025Q4: 496 shares; 2026Q1: 418 shares; 2026Q2: 465 shares 465 $925K 0.41% +47 Timeline HYI WESTERN ASSET HIGH YIELD OPP More: the full row for WESTERN ASSET HIGH YIELD OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,707 shares; 2024Q4: 93,707 shares; 2025Q1: 93,707 shares; 2025Q2: 91,322 shares; 2025Q3: 91,322 shares; 2025Q4: 91,322 shares; 2026Q1: 83,538 shares; 2026Q2: 83,538 shares 83,538 $888K 0.39% 0 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: 11,485 shares; 2024Q4: 51,203 shares; 2025Q1: 50,572 shares; 2025Q2: 51,842 shares; 2025Q3: 42,508 shares; 2025Q4: 42,345 shares; 2026Q1: 38,183 shares; 2026Q2: 42,855 shares 42,855 $887K 0.39% +4,672 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,120 shares; 2024Q4: 22,104 shares; 2025Q1: 20,934 shares; 2025Q2: 21,302 shares; 2025Q3: 25,238 shares; 2025Q4: 26,348 shares; 2026Q1: 16,300 shares; 2026Q2: 16,531 shares 16,531 $848K 0.37% +231 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: 4,068 shares; 2024Q4: 4,065 shares; 2025Q1: 3,760 shares; 2025Q2: 3,382 shares; 2025Q3: 2,853 shares; 2025Q4: 2,660 shares; 2026Q1: 2,334 shares; 2026Q2: 2,335 shares 2,335 $846K 0.37% +1 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,579 shares; 2025Q2: 9,466 shares; 2025Q3: 17,467 shares; 2025Q4: 17,429 shares; 2026Q1: 15,804 shares; 2026Q2: 16,115 shares 16,115 $841K 0.37% +311 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: 4,732 shares; 2024Q4: 4,737 shares; 2025Q1: 4,821 shares; 2025Q2: 4,682 shares; 2025Q3: 3,303 shares; 2025Q4: 3,195 shares; 2026Q1: 2,415 shares; 2026Q2: 2,427 shares 2,427 $833K 0.37% +12 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: not reported; 2024Q4: 10,049 shares; 2025Q1: 9,528 shares; 2025Q2: 9,034 shares; 2025Q3: 9,089 shares; 2025Q4: 9,080 shares; 2026Q1: 7,322 shares; 2026Q2: 7,385 shares 7,385 $808K 0.36% +63 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 15,878 shares; 2025Q4: 16,939 shares; 2026Q1: 14,769 shares; 2026Q2: 14,671 shares 14,671 $798K 0.35% -98 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: 19,808 shares; 2024Q4: 19,568 shares; 2025Q1: 19,678 shares; 2025Q2: 20,303 shares; 2025Q3: 6,156 shares; 2025Q4: 6,147 shares; 2026Q1: 5,184 shares; 2026Q2: 5,166 shares 5,166 $758K 0.33% -18 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,218 shares; 2024Q4: 11,854 shares; 2025Q1: 11,855 shares; 2025Q2: 11,713 shares; 2025Q3: 10,460 shares; 2025Q4: 10,110 shares; 2026Q1: 7,067 shares; 2026Q2: 7,516 shares 7,516 $754K 0.33% +449 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: 3,612 shares; 2024Q4: 3,502 shares; 2025Q1: 3,522 shares; 2025Q2: 6,922 shares; 2025Q3: 6,857 shares; 2025Q4: 6,973 shares; 2026Q1: 6,328 shares; 2026Q2: 6,590 shares 6,590 $752K 0.33% +262 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,453 shares; 2024Q4: 24,294 shares; 2025Q1: 25,298 shares; 2025Q2: 23,044 shares; 2025Q3: 9,956 shares; 2025Q4: 10,026 shares; 2026Q1: 8,262 shares; 2026Q2: 8,091 shares 8,091 $720K 0.32% -171 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: 473 shares; 2024Q4: 489 shares; 2025Q1: 559 shares; 2025Q2: 585 shares; 2025Q3: 315 shares; 2025Q4: 308 shares; 2026Q1: 236 shares; 2026Q2: 2,385 shares 2,385 $720K 0.32% +2,149 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: 5,186 shares; 2024Q4: 5,213 shares; 2025Q1: 4,265 shares; 2025Q2: 5,234 shares; 2025Q3: 2,341 shares; 2025Q4: 2,480 shares; 2026Q1: 1,519 shares; 2026Q2: 1,649 shares 1,649 $694K 0.31% +130 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: 9,346 shares; 2024Q4: 13,404 shares; 2025Q1: 15,589 shares; 2025Q2: 14,620 shares; 2025Q3: 14,318 shares; 2025Q4: 14,014 shares; 2026Q1: 8,049 shares; 2026Q2: 12,155 shares 12,155 $687K 0.3% +4,106 Timeline FNOV 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: 7,323 shares; 2024Q4: 11,315 shares; 2025Q1: 14,904 shares; 2025Q2: 14,074 shares; 2025Q3: 13,832 shares; 2025Q4: 13,361 shares; 2026Q1: 7,811 shares; 2026Q2: 11,742 shares 11,742 $687K 0.3% +3,931 Timeline FDEC 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: 11,424 shares; 2024Q4: 15,725 shares; 2025Q1: 19,565 shares; 2025Q2: 16,649 shares; 2025Q3: 16,127 shares; 2025Q4: 15,704 shares; 2026Q1: 8,378 shares; 2026Q2: 12,609 shares 12,609 $687K 0.3% +4,231 Timeline FSEP 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: 10,304 shares; 2024Q4: 14,464 shares; 2025Q1: 18,224 shares; 2025Q2: 17,338 shares; 2025Q3: 17,047 shares; 2025Q4: 16,799 shares; 2026Q1: 8,297 shares; 2026Q2: 12,459 shares 12,459 $686K 0.3% +4,162 Timeline FJUL 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: 7,327 shares; 2024Q4: 11,149 shares; 2025Q1: 14,647 shares; 2025Q2: 13,725 shares; 2025Q3: 13,351 shares; 2025Q4: 13,085 shares; 2026Q1: 7,608 shares; 2026Q2: 11,512 shares 11,512 $685K 0.3% +3,904 Timeline FMAY 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: 9,564 shares; 2024Q4: 13,541 shares; 2025Q1: 17,154 shares; 2025Q2: 14,063 shares; 2025Q3: 13,922 shares; 2025Q4: 13,705 shares; 2026Q1: 7,896 shares; 2026Q2: 12,193 shares 12,193 $685K 0.3% +4,297 Timeline FOCT 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: 8,097 shares; 2024Q4: 12,568 shares; 2025Q1: 16,594 shares; 2025Q2: 15,789 shares; 2025Q3: 15,484 shares; 2025Q4: 14,924 shares; 2026Q1: 8,729 shares; 2026Q2: 13,104 shares 13,104 $685K 0.3% +4,375 Timeline FFEB 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: 7,710 shares; 2024Q4: 11,410 shares; 2025Q1: 14,842 shares; 2025Q2: 13,669 shares; 2025Q3: 13,455 shares; 2025Q4: 13,170 shares; 2026Q1: 7,468 shares; 2026Q2: 11,234 shares 11,234 $685K 0.3% +3,766 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: 11,315 shares; 2024Q4: 15,925 shares; 2025Q1: 19,873 shares; 2025Q2: 19,259 shares; 2025Q3: 19,247 shares; 2025Q4: 16,426 shares; 2026Q1: 9,225 shares; 2026Q2: 14,655 shares 14,655 $685K 0.3% +5,430 Timeline FMAR 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: 10,789 shares; 2024Q4: 14,894 shares; 2025Q1: 18,705 shares; 2025Q2: 17,740 shares; 2025Q3: 17,645 shares; 2025Q4: 17,463 shares; 2026Q1: 8,611 shares; 2026Q2: 13,095 shares 13,095 $684K 0.3% +4,484 Timeline FJAN 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: 7,764 shares; 2024Q4: 11,958 shares; 2025Q1: 33,130 shares; 2025Q2: 31,172 shares; 2025Q3: 30,106 shares; 2025Q4: 29,290 shares; 2026Q1: 8,265 shares; 2026Q2: 12,415 shares 12,415 $684K 0.3% +4,150 Timeline FJUN 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: 9,430 shares; 2024Q4: 13,098 shares; 2025Q1: 16,437 shares; 2025Q2: 15,590 shares; 2025Q3: 15,495 shares; 2025Q4: 15,316 shares; 2026Q1: 7,370 shares; 2026Q2: 11,399 shares 11,399 $683K 0.3% +4,029 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 625 shares; 2024Q4: 500 shares; 2025Q1: 565 shares; 2025Q2: 528 shares; 2025Q3: 506 shares; 2025Q4: 492 shares; 2026Q1: 442 shares; 2026Q2: 490 shares 490 $677K 0.3% +48 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: not reported; 2025Q1: not reported; 2025Q2: 5,630 shares; 2025Q3: 6,168 shares; 2025Q4: 5,834 shares; 2026Q1: 5,115 shares; 2026Q2: 4,819 shares 4,819 $655K 0.29% -296 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: 1,531 shares; 2024Q4: 3,026 shares; 2025Q1: 3,084 shares; 2025Q2: 2,912 shares; 2025Q3: 3,058 shares; 2025Q4: 3,112 shares; 2026Q1: 1,762 shares; 2026Q2: 1,905 shares 1,905 $650K 0.29% +143 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,913 shares; 2024Q4: 10,823 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,285 shares; 2025Q4: 8,212 shares; 2026Q1: 6,533 shares; 2026Q2: 6,018 shares 6,018 $649K 0.29% -515 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,826 shares; 2024Q4: 7,768 shares; 2025Q1: 6,949 shares; 2025Q2: 6,752 shares; 2025Q3: 5,528 shares; 2025Q4: 5,618 shares; 2026Q1: 4,852 shares; 2026Q2: 4,873 shares 4,873 $646K 0.28% +21 Timeline PTGX PROTAGONIST THERAPEUTICS INC More: the full row for PROTAGONIST THERAPEUTICS 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: 2,191 shares; 2026Q2: 5,235 shares 5,235 $642K 0.28% +3,044 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: 4,236 shares; 2024Q4: 4,362 shares; 2025Q1: 4,332 shares; 2025Q2: 4,480 shares; 2025Q3: 3,950 shares; 2025Q4: 3,928 shares; 2026Q1: 2,977 shares; 2026Q2: 7,964 shares 7,964 $642K 0.28% +4,987 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,458 shares; 2024Q4: 3,542 shares; 2025Q1: 3,586 shares; 2025Q2: 3,523 shares; 2025Q3: 3,433 shares; 2025Q4: 3,434 shares; 2026Q1: 3,460 shares; 2026Q2: 3,495 shares 3,495 $620K 0.27% +35 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: 2,311 shares; 2025Q3: 2,482 shares; 2025Q4: 2,859 shares; 2026Q1: 2,194 shares; 2026Q2: 2,430 shares 2,430 $618K 0.27% +236 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,817 shares; 2024Q4: 25,713 shares; 2025Q1: 25,452 shares; 2025Q2: 26,733 shares; 2025Q3: 19,969 shares; 2025Q4: 19,052 shares; 2026Q1: 12,577 shares; 2026Q2: 12,755 shares 12,755 $618K 0.27% +178 Timeline VMBS 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: 24,380 shares; 2024Q4: 24,231 shares; 2025Q1: 23,286 shares; 2025Q2: 23,806 shares; 2025Q3: 21,607 shares; 2025Q4: 22,459 shares; 2026Q1: 12,867 shares; 2026Q2: 12,976 shares 12,976 $607K 0.27% +109 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,202 shares; 2024Q4: 10,265 shares; 2025Q1: 9,607 shares; 2025Q2: 10,718 shares; 2025Q3: 6,517 shares; 2025Q4: 6,593 shares; 2026Q1: 5,060 shares; 2026Q2: 5,056 shares 5,056 $593K 0.26% -4 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,419 shares; 2024Q4: 12,066 shares; 2025Q1: 11,759 shares; 2025Q2: 11,943 shares; 2025Q3: 8,938 shares; 2025Q4: 9,174 shares; 2026Q1: 5,638 shares; 2026Q2: 5,418 shares 5,418 $591K 0.26% -220 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,599 shares; 2025Q2: 7,554 shares; 2025Q3: 8,561 shares; 2025Q4: 7,467 shares; 2026Q1: 5,311 shares; 2026Q2: 5,867 shares 5,867 $588K 0.26% +556 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,415 shares; 2026Q2: 5,691 shares 5,691 $578K 0.25% +1,276 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: 786 shares; 2024Q4: 848 shares; 2025Q1: 941 shares; 2025Q2: 1,151 shares; 2025Q3: 896 shares; 2025Q4: 626 shares; 2026Q1: 570 shares; 2026Q2: 4,685 shares 4,685 $560K 0.25% +4,115 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,642 shares; 2025Q2: 6,889 shares; 2025Q3: 7,584 shares; 2025Q4: 7,634 shares; 2026Q1: 7,784 shares; 2026Q2: 15,217 shares 15,217 $559K 0.25% +7,433 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,001 shares 9,001 $553K 0.24% new Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS 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: 3,543 shares; 2026Q2: 3,904 shares 3,904 $546K 0.24% +361 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: 17,659 shares; 2024Q4: 20,917 shares; 2025Q1: 15,196 shares; 2025Q2: 15,198 shares; 2025Q3: 14,617 shares; 2025Q4: 20,053 shares; 2026Q1: 7,526 shares; 2026Q2: 7,525 shares 7,525 $536K 0.24% -1 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: 6,841 shares; 2024Q4: 7,803 shares; 2025Q1: 7,795 shares; 2025Q2: 8,121 shares; 2025Q3: 8,042 shares; 2025Q4: 7,187 shares; 2026Q1: 6,202 shares; 2026Q2: 7,290 shares 7,290 $535K 0.24% +1,088 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,095 shares; 2024Q4: 8,104 shares; 2025Q1: 8,878 shares; 2025Q2: 10,072 shares; 2025Q3: 7,338 shares; 2025Q4: 7,324 shares; 2026Q1: 6,934 shares; 2026Q2: 7,073 shares 7,073 $532K 0.23% +139 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,000 shares 7,000 $531K 0.23% new 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: 6,914 shares; 2025Q2: 7,476 shares; 2025Q3: 8,285 shares; 2025Q4: 8,987 shares; 2026Q1: 9,421 shares; 2026Q2: 10,186 shares 10,186 $527K 0.23% +765 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,447 shares; 2024Q4: 2,434 shares; 2025Q1: 2,439 shares; 2025Q2: 2,471 shares; 2025Q3: 2,448 shares; 2025Q4: 2,448 shares; 2026Q1: 2,423 shares; 2026Q2: 2,424 shares 2,424 $524K 0.23% +1 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,769 shares; 2024Q4: 15,823 shares; 2025Q1: 16,354 shares; 2025Q2: 20,582 shares; 2025Q3: 12,625 shares; 2025Q4: 12,583 shares; 2026Q1: 6,459 shares; 2026Q2: 6,344 shares 6,344 $523K 0.23% -115 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 19,343 shares; 2025Q3: 9,976 shares; 2025Q4: 12,106 shares; 2026Q1: 7,579 shares; 2026Q2: 7,662 shares 7,662 $521K 0.23% +83 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: 1,072 shares; 2024Q4: 1,096 shares; 2025Q1: 1,121 shares; 2025Q2: 1,098 shares; 2025Q3: 640 shares; 2025Q4: 637 shares; 2026Q1: 543 shares; 2026Q2: 554 shares 554 $518K 0.23% +11 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,273 shares; 2024Q4: 1,274 shares; 2025Q1: 1,270 shares; 2025Q2: 1,331 shares; 2025Q3: 1,400 shares; 2025Q4: 1,413 shares; 2026Q1: 1,280 shares; 2026Q2: 1,449 shares 1,449 $516K 0.23% +169 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: 5,767 shares; 2024Q4: 24,505 shares; 2025Q1: 24,687 shares; 2025Q2: 25,674 shares; 2025Q3: 27,739 shares; 2025Q4: 29,332 shares; 2026Q1: 14,128 shares; 2026Q2: 15,038 shares 15,038 $509K 0.22% +910 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: 1,718 shares; 2024Q4: 1,710 shares; 2025Q1: 1,752 shares; 2025Q2: 1,876 shares; 2025Q3: 1,437 shares; 2025Q4: 1,421 shares; 2026Q1: 1,124 shares; 2026Q2: 1,245 shares 1,245 $495K 0.22% +121 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,055 shares; 2024Q4: 1,990 shares; 2025Q1: 1,974 shares; 2025Q2: 2,293 shares; 2025Q3: 1,879 shares; 2025Q4: 1,555 shares; 2026Q1: 1,369 shares; 2026Q2: 1,383 shares 1,383 $494K 0.22% +14 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: 10,054 shares; 2024Q4: 10,576 shares; 2025Q1: 10,714 shares; 2025Q2: 10,737 shares; 2025Q3: 8,916 shares; 2025Q4: 8,822 shares; 2026Q1: 7,221 shares; 2026Q2: 6,863 shares 6,863 $494K 0.22% -358 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: 502 shares; 2026Q2: 575 shares 575 $493K 0.22% +73 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,543 shares; 2024Q4: 18,321 shares; 2025Q1: 17,898 shares; 2025Q2: 17,701 shares; 2025Q3: 11,683 shares; 2025Q4: 10,887 shares; 2026Q1: 8,539 shares; 2026Q2: 10,587 shares 10,587 $489K 0.22% +2,048 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,738 shares; 2024Q4: 10,937 shares; 2025Q1: 10,107 shares; 2025Q2: 10,476 shares; 2025Q3: 9,605 shares; 2025Q4: 8,568 shares; 2026Q1: 5,135 shares; 2026Q2: 5,491 shares 5,491 $454K 0.2% +356 Timeline MADE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,750 shares; 2025Q3: 11,420 shares; 2025Q4: 11,420 shares; 2026Q1: 11,420 shares; 2026Q2: 11,420 shares 11,420 $451K 0.2% 0 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 796 shares; 2026Q2: 911 shares 911 $447K 0.2% +115 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: 17,875 shares; 2024Q4: 18,328 shares; 2025Q1: 18,819 shares; 2025Q2: 21,537 shares; 2025Q3: 17,735 shares; 2025Q4: 17,627 shares; 2026Q1: 10,698 shares; 2026Q2: 10,546 shares 10,546 $447K 0.2% -152 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,495 shares; 2024Q4: 11,716 shares; 2025Q1: 11,611 shares; 2025Q2: 11,508 shares; 2025Q3: 10,607 shares; 2025Q4: 10,381 shares; 2026Q1: 7,666 shares; 2026Q2: 7,684 shares 7,684 $443K 0.2% +18 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: 1,352 shares; 2024Q4: 1,340 shares; 2025Q1: 1,397 shares; 2025Q2: 1,445 shares; 2025Q3: 1,346 shares; 2025Q4: 1,341 shares; 2026Q1: 1,258 shares; 2026Q2: 1,270 shares 1,270 $437K 0.19% +12 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,839 shares; 2026Q2: 5,825 shares 5,825 $434K 0.19% -14 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 3,289 shares; 2026Q1: 3,589 shares; 2026Q2: 3,611 shares 3,611 $430K 0.19% +22 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR 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: 1,764 shares 1,764 $416K 0.18% new Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,030 shares; 2025Q2: 4,080 shares; 2025Q3: 3,947 shares; 2025Q4: 4,153 shares; 2026Q1: 3,867 shares; 2026Q2: 3,867 shares 3,867 $415K 0.18% 0 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: 1,887 shares; 2024Q4: 1,953 shares; 2025Q1: 2,090 shares; 2025Q2: 1,739 shares; 2025Q3: 1,902 shares; 2025Q4: 2,097 shares; 2026Q1: 1,503 shares; 2026Q2: 1,671 shares 1,671 $415K 0.18% +168 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: 7,443 shares; 2024Q4: 7,132 shares; 2025Q1: 7,749 shares; 2025Q2: 7,337 shares; 2025Q3: 6,215 shares; 2025Q4: 6,245 shares; 2026Q1: 5,124 shares; 2026Q2: 5,099 shares 5,099 $414K 0.18% -25 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,596 shares; 2024Q4: 5,684 shares; 2025Q1: 5,696 shares; 2025Q2: 6,607 shares; 2025Q3: 5,045 shares; 2025Q4: 5,062 shares; 2026Q1: 4,418 shares; 2026Q2: 4,215 shares 4,215 $409K 0.18% -203 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,863 shares; 2024Q4: 1,920 shares; 2025Q1: 1,965 shares; 2025Q2: 2,321 shares; 2025Q3: 1,623 shares; 2025Q4: 1,625 shares; 2026Q1: 1,509 shares; 2026Q2: 1,511 shares 1,511 $408K 0.18% +2 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,764 shares; 2024Q4: 3,569 shares; 2025Q1: 3,587 shares; 2025Q2: 4,285 shares; 2025Q3: 2,978 shares; 2025Q4: 3,202 shares; 2026Q1: 2,613 shares; 2026Q2: 2,418 shares 2,418 $394K 0.17% -195 Timeline VIS 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: 859 shares; 2025Q3: 1,209 shares; 2025Q4: 1,209 shares; 2026Q1: 1,086 shares; 2026Q2: 1,086 shares 1,086 $391K 0.17% 0 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: 1,914 shares; 2024Q4: 1,573 shares; 2025Q1: 1,589 shares; 2025Q2: 1,728 shares; 2025Q3: 940 shares; 2025Q4: 838 shares; 2026Q1: not reported; 2026Q2: 540 shares 540 $390K 0.17% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,556 shares; 2024Q4: 6,566 shares; 2025Q1: 6,547 shares; 2025Q2: 7,262 shares; 2025Q3: 4,469 shares; 2025Q4: 4,601 shares; 2026Q1: 3,042 shares; 2026Q2: 2,826 shares 2,826 $388K 0.17% -216 Timeline BBUS 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: 13,849 shares; 2024Q4: 13,908 shares; 2025Q1: 14,253 shares; 2025Q2: 12,852 shares; 2025Q3: 9,604 shares; 2025Q4: 9,698 shares; 2026Q1: 2,657 shares; 2026Q2: 2,876 shares 2,876 $387K 0.17% +219 Timeline XMMO 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: 7,165 shares; 2024Q4: 7,234 shares; 2025Q1: 6,625 shares; 2025Q2: 6,523 shares; 2025Q3: 6,152 shares; 2025Q4: 5,881 shares; 2026Q1: not reported; 2026Q2: 2,232 shares 2,232 $380K 0.17% new 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: 1,611 shares; 2024Q4: 3,463 shares; 2025Q1: 3,606 shares; 2025Q2: 3,939 shares; 2025Q3: 2,668 shares; 2025Q4: 2,546 shares; 2026Q1: 2,065 shares; 2026Q2: 1,978 shares 1,978 $366K 0.16% -87 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: 4,424 shares; 2024Q4: 4,194 shares; 2025Q1: 4,052 shares; 2025Q2: 3,810 shares; 2025Q3: 3,634 shares; 2025Q4: 3,397 shares; 2026Q1: 2,824 shares; 2026Q2: 2,814 shares 2,814 $362K 0.16% -10 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,192 shares; 2024Q4: 1,218 shares; 2025Q1: 1,208 shares; 2025Q2: 1,338 shares; 2025Q3: 999 shares; 2025Q4: 1,025 shares; 2026Q1: 883 shares; 2026Q2: 853 shares 853 $343K 0.15% -30 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,485 shares; 2025Q2: 2,485 shares; 2025Q3: 2,570 shares; 2025Q4: 2,570 shares; 2026Q1: 3,370 shares; 2026Q2: 3,370 shares 3,370 $343K 0.15% 0 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: 6,468 shares; 2024Q4: 6,964 shares; 2025Q1: 5,998 shares; 2025Q2: 6,589 shares; 2025Q3: 5,593 shares; 2025Q4: 5,738 shares; 2026Q1: 3,901 shares; 2026Q2: 3,983 shares 3,983 $341K 0.15% +82 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,559 shares; 2025Q1: 1,612 shares; 2025Q2: 1,305 shares; 2025Q3: 1,245 shares; 2025Q4: 1,323 shares; 2026Q1: 654 shares; 2026Q2: 740 shares 740 $340K 0.15% +86 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 3,757 shares; 2025Q4: 4,422 shares; 2026Q1: 5,403 shares; 2026Q2: 4,785 shares 4,785 $338K 0.15% -618 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,934 shares; 2025Q4: 15,723 shares; 2026Q1: 12,167 shares; 2026Q2: 11,936 shares 11,936 $337K 0.15% -231 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,720 shares; 2024Q4: 4,772 shares; 2025Q1: 4,843 shares; 2025Q2: 4,594 shares; 2025Q3: 4,367 shares; 2025Q4: 3,354 shares; 2026Q1: 3,009 shares; 2026Q2: 3,337 shares 3,337 $333K 0.15% +328 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,105 shares; 2024Q4: 10,630 shares; 2025Q1: 12,297 shares; 2025Q2: 3,827 shares; 2025Q3: 4,024 shares; 2025Q4: 4,174 shares; 2026Q1: not reported; 2026Q2: 5,695 shares 5,695 $322K 0.14% new Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,043 shares; 2024Q4: 5,189 shares; 2025Q1: 4,968 shares; 2025Q2: 4,239 shares; 2025Q3: 3,074 shares; 2025Q4: 2,921 shares; 2026Q1: 2,041 shares; 2026Q2: 2,053 shares 2,053 $317K 0.14% +12 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: 9,397 shares; 2024Q4: 4,441 shares; 2025Q1: 4,277 shares; 2025Q2: 4,357 shares; 2025Q3: 2,826 shares; 2025Q4: 2,791 shares; 2026Q1: 2,405 shares; 2026Q2: 2,498 shares 2,498 $316K 0.14% +93 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: 1,020 shares 1,020 $309K 0.14% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,059 shares; 2024Q4: 12,329 shares; 2025Q1: 9,481 shares; 2025Q2: 10,076 shares; 2025Q3: 9,358 shares; 2025Q4: 9,358 shares; 2026Q1: 6,158 shares; 2026Q2: 5,153 shares 5,153 $308K 0.14% -1,005 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,944 shares; 2025Q2: 6,079 shares; 2025Q3: 4,290 shares; 2025Q4: 4,240 shares; 2026Q1: 4,285 shares; 2026Q2: 4,310 shares 4,310 $302K 0.13% +25 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: 704 shares; 2024Q4: 705 shares; 2025Q1: 810 shares; 2025Q2: 826 shares; 2025Q3: 432 shares; 2025Q4: 429 shares; 2026Q1: 296 shares; 2026Q2: 295 shares 295 $298K 0.13% -1 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,468 shares; 2025Q1: 3,529 shares; 2025Q2: 3,881 shares; 2025Q3: 3,519 shares; 2025Q4: 3,646 shares; 2026Q1: 3,129 shares; 2026Q2: 3,071 shares 3,071 $291K 0.13% -58 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 666 shares 666 $289K 0.13% new Timeline LMBS 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: 13,307 shares; 2024Q4: 15,577 shares; 2025Q1: 17,801 shares; 2025Q2: 19,745 shares; 2025Q3: 13,442 shares; 2025Q4: 13,505 shares; 2026Q1: 6,108 shares; 2026Q2: 5,713 shares 5,713 $284K 0.13% -395 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; 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: 2,582 shares 2,582 $280K 0.12% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,199 shares; 2025Q1: 4,053 shares; 2025Q2: 4,879 shares; 2025Q3: 8,384 shares; 2025Q4: 9,677 shares; 2026Q1: 4,666 shares; 2026Q2: 4,591 shares 4,591 $277K 0.12% -75 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: 27,900 shares; 2024Q4: 29,274 shares; 2025Q1: 31,632 shares; 2025Q2: 31,619 shares; 2025Q3: 36,901 shares; 2025Q4: 35,988 shares; 2026Q1: 3,575 shares; 2026Q2: 3,575 shares 3,575 $276K 0.12% 0 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: 11,583 shares; 2024Q4: 14,151 shares; 2025Q1: 13,995 shares; 2025Q2: 13,889 shares; 2025Q3: 13,271 shares; 2025Q4: 13,906 shares; 2026Q1: 7,982 shares; 2026Q2: 8,012 shares 8,012 $268K 0.12% +30 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: 2,924 shares; 2024Q4: 4,595 shares; 2025Q1: 3,875 shares; 2025Q2: 3,835 shares; 2025Q3: 3,221 shares; 2025Q4: 3,221 shares; 2026Q1: 3,471 shares; 2026Q2: 3,471 shares 3,471 $266K 0.12% 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: 7,466 shares; 2024Q4: 6,478 shares; 2025Q1: 7,095 shares; 2025Q2: 6,812 shares; 2025Q3: 5,054 shares; 2025Q4: 4,984 shares; 2026Q1: 3,354 shares; 2026Q2: 3,686 shares 3,686 $266K 0.12% +332 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,214 shares; 2025Q1: 1,281 shares; 2025Q2: 1,569 shares; 2025Q3: 1,135 shares; 2025Q4: not reported; 2026Q1: 1,134 shares; 2026Q2: 1,122 shares 1,122 $262K 0.12% -12 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: 2,517 shares; 2024Q4: 2,632 shares; 2025Q1: 2,690 shares; 2025Q2: 2,751 shares; 2025Q3: 2,127 shares; 2025Q4: 2,177 shares; 2026Q1: 1,454 shares; 2026Q2: 1,436 shares 1,436 $260K 0.11% -18 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,417 shares; 2024Q4: 6,092 shares; 2025Q1: 6,114 shares; 2025Q2: 4,560 shares; 2025Q3: 4,518 shares; 2025Q4: 4,283 shares; 2026Q1: 3,645 shares; 2026Q2: 1,767 shares 1,767 $258K 0.11% -1,878 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: 1,573 shares; 2024Q4: 1,639 shares; 2025Q1: 1,596 shares; 2025Q2: 1,561 shares; 2025Q3: 1,464 shares; 2025Q4: 1,439 shares; 2026Q1: 497 shares; 2026Q2: 344 shares 344 $257K 0.11% -153 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,711 shares; 2024Q4: 5,199 shares; 2025Q1: 5,352 shares; 2025Q2: 4,041 shares; 2025Q3: 3,264 shares; 2025Q4: 3,482 shares; 2026Q1: 3,046 shares; 2026Q2: 2,662 shares 2,662 $256K 0.11% -384 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: 6,354 shares; 2024Q4: 5,967 shares; 2025Q1: 5,757 shares; 2025Q2: 5,549 shares; 2025Q3: 5,549 shares; 2025Q4: 5,549 shares; 2026Q1: 5,549 shares; 2026Q2: 5,594 shares 5,594 $246K 0.11% +45 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,435 shares; 2026Q2: 6,435 shares 6,435 $245K 0.11% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,507 shares; 2025Q1: 2,351 shares; 2025Q2: 1,917 shares; 2025Q3: 2,032 shares; 2025Q4: 2,095 shares; 2026Q1: 1,851 shares; 2026Q2: 1,376 shares 1,376 $239K 0.11% -475 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,758 shares; 2026Q2: 4,707 shares 4,707 $235K 0.1% -51 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,527 shares 4,527 $233K 0.1% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,971 shares; 2024Q4: 2,018 shares; 2025Q1: 1,940 shares; 2025Q2: 2,022 shares; 2025Q3: 1,938 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,067 shares 2,067 $227K 0.1% new 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: 2,939 shares; 2024Q4: 2,698 shares; 2025Q1: 2,601 shares; 2025Q2: 2,460 shares; 2025Q3: 1,841 shares; 2025Q4: 1,905 shares; 2026Q1: 1,659 shares; 2026Q2: 1,672 shares 1,672 $226K 0.1% +13 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,649 shares; 2025Q3: 1,605 shares; 2025Q4: 1,627 shares; 2026Q1: 1,094 shares; 2026Q2: 1,020 shares 1,020 $221K 0.1% -74 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: not reported; 2025Q2: not reported; 2025Q3: 859 shares; 2025Q4: 782 shares; 2026Q1: not reported; 2026Q2: 683 shares 683 $217K 0.1% new Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,494 shares 1,494 $216K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,267 shares 1,267 $214K 0.09% new Timeline AOR 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: 3,026 shares 3,026 $210K 0.09% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,481 shares 1,481 $207K 0.09% new Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,173 shares; 2024Q4: 18,173 shares; 2025Q1: 18,173 shares; 2025Q2: 18,173 shares; 2025Q3: 18,173 shares; 2025Q4: 18,173 shares; 2026Q1: 18,173 shares; 2026Q2: 18,173 shares 18,173 $206K 0.09% 0 Timeline NBOS NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,293 shares; 2024Q4: 21,361 shares; 2025Q1: 21,176 shares; 2025Q2: 21,352 shares; 2025Q3: 16,425 shares; 2025Q4: 16,511 shares; 2026Q1: not reported; 2026Q2: 7,330 shares 7,330 $205K 0.09% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,394 shares; 2024Q4: 1,389 shares; 2025Q1: 1,546 shares; 2025Q2: 1,458 shares; 2025Q3: 1,572 shares; 2025Q4: 1,611 shares; 2026Q1: 1,380 shares; 2026Q2: 1,338 shares 1,338 $202K 0.09% -42 Timeline SCHV 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: 10,060 shares; 2026Q1: not reported; 2026Q2: 5,799 shares 5,799 $202K 0.09% new Timeline LCID LUCID GROUP INC More: the full row for LUCID 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: 18,400 shares; 2026Q2: 18,400 shares 18,400 $123K 0.05% 0 Timeline HSCS HEARTSCIENCES INC More: the full row for HEARTSCIENCES 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: 29,740 shares; 2025Q4: 29,740 shares; 2026Q1: 29,740 shares; 2026Q2: 29,740 shares 29,740 $74.6K 0.03% 0 Timeline