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: 6,301 shares; 2024Q4: 10,981 shares; 2025Q1: 6,213 shares; 2025Q2: 15,006 shares; 2025Q3: 19,798 shares; 2025Q4: 29,621 shares; 2026Q1: 25,948 shares; 2026Q2: 39,112 shares 39,112 $28.8M 5.43% +13,164 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: 33,393 shares; 2024Q4: 35,715 shares; 2025Q1: 14,899 shares; 2025Q2: 100,527 shares; 2025Q3: 138,940 shares; 2025Q4: 231,291 shares; 2026Q1: 228,183 shares; 2026Q2: 221,270 shares 221,270 $15.8M 2.97% -6,913 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: 8,159 shares; 2024Q4: 14,662 shares; 2025Q1: not reported; 2025Q2: 18,323 shares; 2025Q3: 22,434 shares; 2025Q4: 26,684 shares; 2026Q1: 21,783 shares; 2026Q2: 173,800 shares 173,800 $15M 2.82% +152,017 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: 3,712 shares; 2024Q4: 5,181 shares; 2025Q1: not reported; 2025Q2: 6,085 shares; 2025Q3: 10,812 shares; 2025Q4: 12,940 shares; 2026Q1: 15,301 shares; 2026Q2: 21,061 shares 21,061 $14.5M 2.73% +5,760 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: 26,064 shares; 2024Q4: 34,582 shares; 2025Q1: not reported; 2025Q2: 34,519 shares; 2025Q3: 32,881 shares; 2025Q4: 41,029 shares; 2026Q1: 52,734 shares; 2026Q2: 63,226 shares 63,226 $13.8M 2.6% +10,492 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: 6,950 shares; 2024Q4: 17,951 shares; 2025Q1: not reported; 2025Q2: 9,338 shares; 2025Q3: 14,466 shares; 2025Q4: 15,275 shares; 2026Q1: 28,537 shares; 2026Q2: 35,547 shares 35,547 $13M 2.45% +7,010 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: 29,090 shares; 2024Q4: 57,431 shares; 2025Q1: not reported; 2025Q2: 108,960 shares; 2025Q3: 131,104 shares; 2025Q4: 239,045 shares; 2026Q1: 220,091 shares; 2026Q2: 207,936 shares 207,936 $12.4M 2.34% -12,155 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: 11,619 shares; 2024Q4: 23,179 shares; 2025Q1: not reported; 2025Q2: 25,094 shares; 2025Q3: 25,359 shares; 2025Q4: 30,456 shares; 2026Q1: 37,985 shares; 2026Q2: 41,187 shares 41,187 $10M 1.89% +3,202 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,315 shares; 2024Q4: 232,545 shares; 2025Q1: 340,314 shares; 2025Q2: 315,607 shares; 2025Q3: 345,028 shares; 2025Q4: 475,501 shares; 2026Q1: 390,162 shares; 2026Q2: 513,689 shares 513,689 $9.47M 1.78% +123,527 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: 22,331 shares; 2024Q4: 34,593 shares; 2025Q1: not reported; 2025Q2: 21,135 shares; 2025Q3: 17,047 shares; 2025Q4: 27,439 shares; 2026Q1: 44,019 shares; 2026Q2: 46,680 shares 46,680 $9.22M 1.74% +2,661 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,176 shares; 2024Q4: 135,597 shares; 2025Q1: not reported; 2025Q2: 223,632 shares; 2025Q3: 428,556 shares; 2025Q4: 320,581 shares; 2026Q1: 470,543 shares; 2026Q2: 505,492 shares 505,492 $8.08M 1.52% +34,949 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,114 shares; 2024Q4: 108,414 shares; 2025Q1: not reported; 2025Q2: 145,338 shares; 2025Q3: 150,219 shares; 2025Q4: 173,938 shares; 2026Q1: 145,021 shares; 2026Q2: 185,849 shares 185,849 $7.58M 1.43% +40,828 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: 4,243 shares; 2024Q4: not reported; 2025Q1: 3,977 shares; 2025Q2: 3,641 shares; 2025Q3: 3,637 shares; 2025Q4: 4,948 shares; 2026Q1: 4,549 shares; 2026Q2: 12,733 shares 12,733 $7.4M 1.39% +8,184 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: 16,204 shares; 2024Q4: 15,334 shares; 2025Q1: 14,616 shares; 2025Q2: 11,945 shares; 2025Q3: 13,803 shares; 2025Q4: 37,142 shares; 2026Q1: 34,917 shares; 2026Q2: 34,515 shares 34,515 $6.91M 1.3% -402 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,061 shares; 2024Q4: 21,825 shares; 2025Q1: 15,210 shares; 2025Q2: 25,606 shares; 2025Q3: 28,843 shares; 2025Q4: 25,752 shares; 2026Q1: 22,943 shares; 2026Q2: 26,428 shares 26,428 $6.71M 1.27% +3,485 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,203 shares; 2024Q4: 227,358 shares; 2025Q1: 124,966 shares; 2025Q2: 255,808 shares; 2025Q3: 473,281 shares; 2025Q4: 495,555 shares; 2026Q1: 539,955 shares; 2026Q2: 562,491 shares 562,491 $6.49M 1.22% +22,536 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: 15,109 shares; 2026Q1: 9,610 shares; 2026Q2: 5,048 shares 5,048 $5.83M 1.1% -4,562 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: 33,774 shares; 2024Q4: 57,243 shares; 2025Q1: not reported; 2025Q2: 56,401 shares; 2025Q3: 31,704 shares; 2025Q4: 48,920 shares; 2026Q1: 48,437 shares; 2026Q2: 58,703 shares 58,703 $5.66M 1.07% +10,266 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: 18,234 shares; 2024Q4: 27,190 shares; 2025Q1: 18,938 shares; 2025Q2: 45,402 shares; 2025Q3: 51,519 shares; 2025Q4: 44,288 shares; 2026Q1: 41,019 shares; 2026Q2: 42,844 shares 42,844 $5.51M 1.04% +1,825 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: 504 shares; 2024Q4: not reported; 2025Q1: 335 shares; 2025Q2: 486 shares; 2025Q3: 497 shares; 2025Q4: 544 shares; 2026Q1: 3,911 shares; 2026Q2: 4,356 shares 4,356 $5.22M 0.98% +445 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: 6,377 shares; 2024Q4: 12,085 shares; 2025Q1: 8,247 shares; 2025Q2: 14,404 shares; 2025Q3: 14,981 shares; 2025Q4: 15,480 shares; 2026Q1: 14,846 shares; 2026Q2: 14,187 shares 14,187 $5.07M 0.96% -659 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,386 shares; 2024Q4: 37,205 shares; 2025Q1: 15,271 shares; 2025Q2: 44,426 shares; 2025Q3: 43,436 shares; 2025Q4: 59,924 shares; 2026Q1: 58,999 shares; 2026Q2: 31,262 shares 31,262 $5.07M 0.96% -27,737 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: 5,905 shares; 2024Q4: 7,769 shares; 2025Q1: 5,251 shares; 2025Q2: 7,743 shares; 2025Q3: 8,930 shares; 2025Q4: 11,476 shares; 2026Q1: 13,289 shares; 2026Q2: 13,477 shares 13,477 $5.03M 0.95% +188 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: 12,876 shares; 2024Q4: 17,869 shares; 2025Q1: 11,979 shares; 2025Q2: 23,427 shares; 2025Q3: 32,104 shares; 2025Q4: 39,014 shares; 2026Q1: 41,255 shares; 2026Q2: 45,745 shares 45,745 $5.02M 0.95% +4,490 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: 38,621 shares; 2024Q4: 47,255 shares; 2025Q1: 33,337 shares; 2025Q2: 57,966 shares; 2025Q3: 64,986 shares; 2025Q4: 75,767 shares; 2026Q1: 69,472 shares; 2026Q2: 69,379 shares 69,379 $4.99M 0.94% -93 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME 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: 51,632 shares; 2026Q2: 63,376 shares 63,376 $4.96M 0.94% +11,744 Timeline AOS SMITH A O CORP More: the full row for SMITH A O 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: 57,945 shares; 2026Q2: 78,843 shares 78,843 $4.95M 0.93% +20,898 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: 1,741 shares; 2024Q4: not reported; 2025Q1: 9,968 shares; 2025Q2: 21,905 shares; 2025Q3: 28,419 shares; 2025Q4: 30,074 shares; 2026Q1: 29,612 shares; 2026Q2: 33,649 shares 33,649 $4.93M 0.93% +4,037 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,246 shares; 2024Q4: 20,451 shares; 2025Q1: 14,104 shares; 2025Q2: 35,675 shares; 2025Q3: 39,659 shares; 2025Q4: 40,452 shares; 2026Q1: 47,756 shares; 2026Q2: 43,160 shares 43,160 $4.91M 0.93% -4,596 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,426 shares 22,426 $4.9M 0.92% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 986 shares; 2024Q4: not reported; 2025Q1: 832 shares; 2025Q2: 1,115 shares; 2025Q3: 1,118 shares; 2025Q4: 1,180 shares; 2026Q1: 1,166 shares; 2026Q2: 14,233 shares 14,233 $4.88M 0.92% +13,067 Timeline IGLD 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: 95,936 shares; 2024Q4: 192,181 shares; 2025Q1: not reported; 2025Q2: 247,722 shares; 2025Q3: 307,006 shares; 2025Q4: 298,224 shares; 2026Q1: 281,595 shares; 2026Q2: 230,760 shares 230,760 $4.86M 0.92% -50,835 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: 32,161 shares; 2024Q4: 53,663 shares; 2025Q1: 19,555 shares; 2025Q2: 91,350 shares; 2025Q3: 98,420 shares; 2025Q4: 76,195 shares; 2026Q1: 105,988 shares; 2026Q2: 86,034 shares 86,034 $4.86M 0.92% -19,954 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,659 shares; 2025Q4: 16,446 shares; 2026Q1: 15,780 shares; 2026Q2: 17,948 shares 17,948 $4.85M 0.92% +2,168 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: 6,140 shares; 2024Q4: 6,941 shares; 2025Q1: 4,626 shares; 2025Q2: 10,173 shares; 2025Q3: 12,599 shares; 2025Q4: 12,140 shares; 2026Q1: 11,855 shares; 2026Q2: 12,057 shares 12,057 $4.85M 0.91% +202 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,322 shares; 2024Q4: 14,197 shares; 2025Q1: 5,726 shares; 2025Q2: 19,858 shares; 2025Q3: 25,802 shares; 2025Q4: 40,897 shares; 2026Q1: 48,230 shares; 2026Q2: 69,350 shares 69,350 $4.81M 0.91% +21,120 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,233 shares; 2025Q2: 11,158 shares; 2025Q3: 12,417 shares; 2025Q4: 16,995 shares; 2026Q1: 16,143 shares; 2026Q2: 25,658 shares 25,658 $4.8M 0.9% +9,515 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: 61,677 shares; 2025Q4: 80,832 shares; 2026Q1: 88,741 shares; 2026Q2: 87,664 shares 87,664 $4.77M 0.9% -1,077 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: 4,962 shares; 2024Q4: 9,268 shares; 2025Q1: 3,685 shares; 2025Q2: 9,534 shares; 2025Q3: 9,667 shares; 2025Q4: 12,164 shares; 2026Q1: 14,059 shares; 2026Q2: 12,451 shares 12,451 $4.7M 0.89% -1,608 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,037 shares; 2024Q4: 25,797 shares; 2025Q1: 18,410 shares; 2025Q2: 35,641 shares; 2025Q3: 48,686 shares; 2025Q4: 52,237 shares; 2026Q1: 46,657 shares; 2026Q2: 51,230 shares 51,230 $4.7M 0.89% +4,573 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN 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: 7,285 shares; 2025Q4: 9,702 shares; 2026Q1: 10,528 shares; 2026Q2: 11,681 shares 11,681 $4.69M 0.88% +1,153 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,055 shares; 2024Q4: 11,176 shares; 2025Q1: 4,202 shares; 2025Q2: 15,377 shares; 2025Q3: 16,317 shares; 2025Q4: 23,880 shares; 2026Q1: 27,867 shares; 2026Q2: 27,428 shares 27,428 $4.62M 0.87% -439 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON 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: 23,369 shares; 2026Q1: 23,100 shares; 2026Q2: 28,254 shares 28,254 $4.59M 0.86% +5,154 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,169 shares; 2024Q4: not reported; 2025Q1: 1,111 shares; 2025Q2: 1,033 shares; 2025Q3: 1,383 shares; 2025Q4: 1,306 shares; 2026Q1: 1,370 shares; 2026Q2: 8,139 shares 8,139 $4.58M 0.86% +6,769 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 156,009 shares; 2026Q1: 143,584 shares; 2026Q2: 186,267 shares 186,267 $4.58M 0.86% +42,683 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: 16,576 shares; 2024Q4: 16,886 shares; 2025Q1: 14,956 shares; 2025Q2: 14,213 shares; 2025Q3: 15,304 shares; 2025Q4: 18,235 shares; 2026Q1: 17,695 shares; 2026Q2: 15,838 shares 15,838 $4.58M 0.86% -1,857 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,494 shares; 2024Q4: 37,073 shares; 2025Q1: 26,473 shares; 2025Q2: 60,147 shares; 2025Q3: 82,105 shares; 2025Q4: 87,410 shares; 2026Q1: 100,053 shares; 2026Q2: 131,449 shares 131,449 $4.57M 0.86% +31,396 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ 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: 155,865 shares; 2025Q4: 166,850 shares; 2026Q1: 185,598 shares; 2026Q2: 191,251 shares 191,251 $4.52M 0.85% +5,653 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,720 shares; 2024Q4: 61,930 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 123,610 shares; 2025Q4: 154,092 shares; 2026Q1: 146,698 shares; 2026Q2: 183,389 shares 183,389 $4.5M 0.85% +36,691 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,235 shares; 2025Q2: 5,912 shares; 2025Q3: 6,895 shares; 2025Q4: 11,525 shares; 2026Q1: 14,897 shares; 2026Q2: 29,292 shares 29,292 $4.46M 0.84% +14,395 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,801 shares 29,801 $4.43M 0.84% 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: 1,639 shares; 2024Q4: 17,185 shares; 2025Q1: 12,005 shares; 2025Q2: 26,969 shares; 2025Q3: 29,649 shares; 2025Q4: 29,667 shares; 2026Q1: 28,112 shares; 2026Q2: 32,632 shares 32,632 $4.42M 0.83% +4,520 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44,898 shares 44,898 $4.41M 0.83% new Timeline TOST TOAST INC More: the full row for TOAST 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: 131,611 shares; 2026Q2: 157,397 shares 157,397 $4.38M 0.83% +25,786 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: 25,332 shares; 2024Q4: 28,185 shares; 2025Q1: 16,734 shares; 2025Q2: 30,763 shares; 2025Q3: 37,077 shares; 2025Q4: 33,977 shares; 2026Q1: 30,427 shares; 2026Q2: 34,523 shares 34,523 $4.36M 0.82% +4,096 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,768 shares; 2024Q4: 44,377 shares; 2025Q1: 23,959 shares; 2025Q2: 107,684 shares; 2025Q3: 90,518 shares; 2025Q4: 95,178 shares; 2026Q1: 103,118 shares; 2026Q2: 107,269 shares 107,269 $4.32M 0.81% +4,151 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: 22,389 shares; 2024Q4: 27,777 shares; 2025Q1: 17,734 shares; 2025Q2: 35,315 shares; 2025Q3: 47,165 shares; 2025Q4: 51,537 shares; 2026Q1: 42,290 shares; 2026Q2: 39,176 shares 39,176 $4.24M 0.8% -3,114 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,311 shares; 2026Q1: 7,152 shares; 2026Q2: 7,824 shares 7,824 $4.24M 0.8% +672 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: 53,223 shares; 2024Q4: 67,281 shares; 2025Q1: 46,802 shares; 2025Q2: 81,538 shares; 2025Q3: 100,105 shares; 2025Q4: 107,665 shares; 2026Q1: 95,305 shares; 2026Q2: 99,649 shares 99,649 $4.22M 0.8% +4,344 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,561 shares; 2024Q4: 19,197 shares; 2025Q1: 12,533 shares; 2025Q2: 28,796 shares; 2025Q3: 33,416 shares; 2025Q4: 38,268 shares; 2026Q1: 34,878 shares; 2026Q2: 32,489 shares 32,489 $4.21M 0.79% -2,389 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,982 shares; 2024Q4: 77,864 shares; 2025Q1: 53,009 shares; 2025Q2: 101,492 shares; 2025Q3: 123,292 shares; 2025Q4: 145,726 shares; 2026Q1: 149,089 shares; 2026Q2: 157,078 shares 157,078 $4.17M 0.79% +7,989 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,141 shares; 2024Q4: 58,752 shares; 2025Q1: not reported; 2025Q2: 93,224 shares; 2025Q3: 106,230 shares; 2025Q4: 103,438 shares; 2026Q1: 97,406 shares; 2026Q2: 99,061 shares 99,061 $4.1M 0.77% +1,655 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: 134,116 shares; 2024Q4: 102,047 shares; 2025Q1: not reported; 2025Q2: 70,348 shares; 2025Q3: 67,391 shares; 2025Q4: 58,750 shares; 2026Q1: 55,906 shares; 2026Q2: 53,829 shares 53,829 $4.08M 0.77% -2,077 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: 672 shares; 2024Q4: not reported; 2025Q1: 967 shares; 2025Q2: 2,865 shares; 2025Q3: 2,859 shares; 2025Q4: 3,740 shares; 2026Q1: 3,439 shares; 2026Q2: 2,928 shares 2,928 $4.05M 0.76% -511 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,507 shares; 2024Q4: not reported; 2025Q1: 1,738 shares; 2025Q2: 4,937 shares; 2025Q3: 4,837 shares; 2025Q4: 5,627 shares; 2026Q1: 8,281 shares; 2026Q2: 7,615 shares 7,615 $3.92M 0.74% -666 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,520 shares; 2025Q3: 57,642 shares; 2025Q4: 103,095 shares; 2026Q1: 136,140 shares; 2026Q2: 196,406 shares 196,406 $3.86M 0.73% +60,266 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,674 shares; 2024Q4: 10,540 shares; 2025Q1: 6,697 shares; 2025Q2: 11,529 shares; 2025Q3: 15,432 shares; 2025Q4: 15,241 shares; 2026Q1: 14,640 shares; 2026Q2: 16,941 shares 16,941 $3.74M 0.71% +2,301 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,886 shares; 2024Q4: 17,303 shares; 2025Q1: 7,255 shares; 2025Q2: 23,050 shares; 2025Q3: 28,354 shares; 2025Q4: 41,434 shares; 2026Q1: 49,496 shares; 2026Q2: 40,797 shares 40,797 $3.52M 0.66% -8,699 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,174 shares; 2024Q4: 11,878 shares; 2025Q1: 7,698 shares; 2025Q2: 14,332 shares; 2025Q3: 17,343 shares; 2025Q4: 16,398 shares; 2026Q1: 15,103 shares; 2026Q2: 14,407 shares 14,407 $3.5M 0.66% -696 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,841 shares; 2025Q3: 48,733 shares; 2025Q4: 48,524 shares; 2026Q1: 48,586 shares; 2026Q2: 48,586 shares 48,586 $3.43M 0.65% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,354 shares; 2024Q4: not reported; 2025Q1: 2,688 shares; 2025Q2: 2,620 shares; 2025Q3: 28,376 shares; 2025Q4: 28,360 shares; 2026Q1: 28,638 shares; 2026Q2: 28,251 shares 28,251 $3.2M 0.6% -387 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,949 shares; 2024Q4: 26,259 shares; 2025Q1: not reported; 2025Q2: 78,011 shares; 2025Q3: 95,104 shares; 2025Q4: 93,957 shares; 2026Q1: 90,872 shares; 2026Q2: 93,679 shares 93,679 $3.02M 0.57% +2,807 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: 11,572 shares; 2024Q4: 20,885 shares; 2025Q1: not reported; 2025Q2: 22,782 shares; 2025Q3: 26,041 shares; 2025Q4: 27,476 shares; 2026Q1: 30,655 shares; 2026Q2: 27,730 shares 27,730 $2.99M 0.56% -2,925 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,004 shares; 2026Q1: 21,589 shares; 2026Q2: 23,365 shares 23,365 $2.91M 0.55% +1,776 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: 7,630 shares; 2024Q4: 17,865 shares; 2025Q1: not reported; 2025Q2: 22,547 shares; 2025Q3: 23,985 shares; 2025Q4: 15,068 shares; 2026Q1: 14,117 shares; 2026Q2: 9,161 shares 9,161 $2.81M 0.53% -4,956 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: 39,283 shares; 2024Q4: 31,268 shares; 2025Q1: 38,021 shares; 2025Q2: 21,806 shares; 2025Q3: 20,258 shares; 2025Q4: 19,777 shares; 2026Q1: 17,708 shares; 2026Q2: 17,756 shares 17,756 $2.81M 0.53% +48 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: 1,189 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,213 shares; 2025Q3: 2,348 shares; 2025Q4: 2,576 shares; 2026Q1: 6,571 shares; 2026Q2: 9,045 shares 9,045 $2.74M 0.52% +2,474 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: 11,013 shares; 2024Q4: 15,967 shares; 2025Q1: 59,101 shares; 2025Q2: 27,584 shares; 2025Q3: 27,897 shares; 2025Q4: 34,123 shares; 2026Q1: 34,899 shares; 2026Q2: 33,070 shares 33,070 $2.73M 0.52% -1,829 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,282 shares; 2024Q4: not reported; 2025Q1: 5,405 shares; 2025Q2: 8,748 shares; 2025Q3: 9,568 shares; 2025Q4: 10,006 shares; 2026Q1: 10,587 shares; 2026Q2: 11,421 shares 11,421 $2.7M 0.51% +834 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: 10,073 shares; 2024Q4: 15,098 shares; 2025Q1: not reported; 2025Q2: 22,799 shares; 2025Q3: 23,071 shares; 2025Q4: 26,291 shares; 2026Q1: 22,873 shares; 2026Q2: 25,332 shares 25,332 $2.44M 0.46% +2,459 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: 16,544 shares; 2024Q4: 18,914 shares; 2025Q1: not reported; 2025Q2: 29,715 shares; 2025Q3: 32,310 shares; 2025Q4: 39,846 shares; 2026Q1: 41,073 shares; 2026Q2: 51,721 shares 51,721 $2.42M 0.46% +10,648 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,122 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,087 shares; 2025Q3: 12,018 shares; 2025Q4: 34,792 shares; 2026Q1: 27,613 shares; 2026Q2: 47,292 shares 47,292 $2.39M 0.45% +19,679 Timeline VGIT 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: 20,161 shares; 2024Q4: 26,167 shares; 2025Q1: not reported; 2025Q2: 40,911 shares; 2025Q3: 38,779 shares; 2025Q4: 38,418 shares; 2026Q1: 34,669 shares; 2026Q2: 39,358 shares 39,358 $2.32M 0.44% +4,689 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: 11,790 shares; 2024Q4: 14,765 shares; 2025Q1: 11,260 shares; 2025Q2: 31,706 shares; 2025Q3: 17,903 shares; 2025Q4: 30,320 shares; 2026Q1: 40,782 shares; 2026Q2: 31,402 shares 31,402 $2.31M 0.43% -9,380 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,175 shares; 2024Q4: 38,458 shares; 2025Q1: not reported; 2025Q2: 36,158 shares; 2025Q3: 33,364 shares; 2025Q4: 35,335 shares; 2026Q1: 46,469 shares; 2026Q2: 47,140 shares 47,140 $2.25M 0.42% +671 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: 118,840 shares; 2024Q4: 88,554 shares; 2025Q1: not reported; 2025Q2: 65,107 shares; 2025Q3: 64,614 shares; 2025Q4: 54,291 shares; 2026Q1: 48,227 shares; 2026Q2: 51,924 shares 51,924 $2.2M 0.42% +3,697 Timeline VGLT 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: 23,805 shares; 2024Q4: 34,770 shares; 2025Q1: not reported; 2025Q2: 28,088 shares; 2025Q3: 25,564 shares; 2025Q4: 43,397 shares; 2026Q1: 38,543 shares; 2026Q2: 38,557 shares 38,557 $2.13M 0.4% +14 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: 2,609 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,569 shares; 2025Q3: 6,536 shares; 2025Q4: 4,520 shares; 2026Q1: 4,942 shares; 2026Q2: 4,970 shares 4,970 $1.84M 0.35% +28 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: 4,886 shares; 2024Q4: 11,187 shares; 2025Q1: not reported; 2025Q2: 3,719 shares; 2025Q3: 8,001 shares; 2025Q4: 12,343 shares; 2026Q1: 36,080 shares; 2026Q2: 34,534 shares 34,534 $1.83M 0.35% -1,546 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,406 shares; 2024Q4: 49,822 shares; 2025Q1: not reported; 2025Q2: 42,154 shares; 2025Q3: 45,431 shares; 2025Q4: 37,774 shares; 2026Q1: 55,373 shares; 2026Q2: 59,663 shares 59,663 $1.82M 0.34% +4,290 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,561 shares; 2024Q4: 15,761 shares; 2025Q1: 10,855 shares; 2025Q2: 6,904 shares; 2025Q3: 6,923 shares; 2025Q4: 19,321 shares; 2026Q1: 26,234 shares; 2026Q2: 35,132 shares 35,132 $1.81M 0.34% +8,898 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,876 shares; 2024Q4: 27,394 shares; 2025Q1: 18,146 shares; 2025Q2: 41,949 shares; 2025Q3: 48,003 shares; 2025Q4: 47,133 shares; 2026Q1: 46,358 shares; 2026Q2: 21,888 shares 21,888 $1.74M 0.33% -24,470 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: 878 shares; 2024Q4: not reported; 2025Q1: 791 shares; 2025Q2: 6,807 shares; 2025Q3: 5,440 shares; 2025Q4: 4,626 shares; 2026Q1: 4,490 shares; 2026Q2: 4,477 shares 4,477 $1.62M 0.31% -13 Timeline KBWD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,978 shares; 2024Q4: 89,753 shares; 2025Q1: not reported; 2025Q2: 80,795 shares; 2025Q3: 132,933 shares; 2025Q4: 143,629 shares; 2026Q1: 121,782 shares; 2026Q2: 128,509 shares 128,509 $1.6M 0.3% +6,727 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,964 shares; 2024Q4: 32,121 shares; 2025Q1: not reported; 2025Q2: 21,061 shares; 2025Q3: 19,866 shares; 2025Q4: 15,819 shares; 2026Q1: 14,655 shares; 2026Q2: 13,104 shares 13,104 $1.56M 0.29% -1,551 Timeline XLP 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: 8,550 shares; 2024Q4: 11,063 shares; 2025Q1: not reported; 2025Q2: 13,581 shares; 2025Q3: 14,129 shares; 2025Q4: 9,129 shares; 2026Q1: 17,031 shares; 2026Q2: 18,007 shares 18,007 $1.5M 0.28% +976 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,175 shares; 2025Q3: 3,504 shares; 2025Q4: 4,409 shares; 2026Q1: 4,922 shares; 2026Q2: 5,598 shares 5,598 $1.19M 0.22% +676 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,537 shares; 2024Q4: 51,795 shares; 2025Q1: not reported; 2025Q2: 34,017 shares; 2025Q3: 31,690 shares; 2025Q4: 26,870 shares; 2026Q1: 25,970 shares; 2026Q2: 26,529 shares 26,529 $1.1M 0.21% +559 Timeline SPSB 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: 76,041 shares; 2024Q4: 64,101 shares; 2025Q1: not reported; 2025Q2: 41,698 shares; 2025Q3: 39,591 shares; 2025Q4: 43,136 shares; 2026Q1: 33,047 shares; 2026Q2: 34,215 shares 34,215 $1.03M 0.19% +1,168 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,512 shares; 2025Q3: 10,131 shares; 2025Q4: 9,127 shares; 2026Q1: 9,715 shares; 2026Q2: 9,801 shares 9,801 $1.01M 0.19% +86 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,891 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,534 shares; 2025Q3: 8,642 shares; 2025Q4: 8,127 shares; 2026Q1: 9,704 shares; 2026Q2: 6,386 shares 6,386 $1.01M 0.19% -3,318 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,717 shares; 2025Q3: 2,283 shares; 2025Q4: 2,662 shares; 2026Q1: 5,107 shares; 2026Q2: 12,493 shares 12,493 $1.01M 0.19% +7,386 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,242 shares; 2024Q4: 40,104 shares; 2025Q1: not reported; 2025Q2: 27,346 shares; 2025Q3: 25,243 shares; 2025Q4: 20,390 shares; 2026Q1: 20,257 shares; 2026Q2: 18,811 shares 18,811 $938K 0.18% -1,446 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,955 shares; 2024Q4: 12,751 shares; 2025Q1: 12,055 shares; 2025Q2: 13,139 shares; 2025Q3: 14,441 shares; 2025Q4: 16,473 shares; 2026Q1: 16,433 shares; 2026Q2: 16,239 shares 16,239 $925K 0.17% -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: 12,698 shares; 2024Q4: 13,218 shares; 2025Q1: 12,175 shares; 2025Q2: 4,289 shares; 2025Q3: 4,884 shares; 2025Q4: 5,601 shares; 2026Q1: 4,497 shares; 2026Q2: 3,807 shares 3,807 $907K 0.17% -690 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,840 shares; 2024Q4: 28,279 shares; 2025Q1: not reported; 2025Q2: 17,313 shares; 2025Q3: 15,746 shares; 2025Q4: 12,861 shares; 2026Q1: 12,292 shares; 2026Q2: 12,348 shares 12,348 $904K 0.17% +56 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,704 shares; 2024Q4: 17,900 shares; 2025Q1: not reported; 2025Q2: 12,019 shares; 2025Q3: 10,983 shares; 2025Q4: 10,324 shares; 2026Q1: 9,229 shares; 2026Q2: 9,190 shares 9,190 $902K 0.17% -39 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,131 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,457 shares; 2025Q3: 11,790 shares; 2025Q4: 4,393 shares; 2026Q1: 2,547 shares; 2026Q2: 11,133 shares 11,133 $880K 0.17% +8,586 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,243 shares; 2026Q1: 2,078 shares; 2026Q2: 2,078 shares 2,078 $874K 0.16% 0 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,242 shares; 2024Q4: not reported; 2025Q1: 6,363 shares; 2025Q2: 6,078 shares; 2025Q3: 6,078 shares; 2025Q4: 6,078 shares; 2026Q1: 9,117 shares; 2026Q2: 7,086 shares 7,086 $840K 0.16% -2,031 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: 2,115 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,004 shares; 2025Q3: 2,370 shares; 2025Q4: 3,033 shares; 2026Q1: 2,607 shares; 2026Q2: 2,312 shares 2,312 $817K 0.15% -295 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,155 shares; 2025Q4: 4,562 shares; 2026Q1: not reported; 2026Q2: 13,452 shares 13,452 $783K 0.15% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,470 shares; 2025Q4: 3,470 shares; 2026Q1: 3,467 shares; 2026Q2: 3,467 shares 3,467 $772K 0.15% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,785 shares; 2024Q4: 32,668 shares; 2025Q1: not reported; 2025Q2: 23,534 shares; 2025Q3: 21,802 shares; 2025Q4: 17,067 shares; 2026Q1: 16,882 shares; 2026Q2: 15,500 shares 15,500 $768K 0.14% -1,382 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES 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: 35,061 shares 35,061 $738K 0.14% new 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: 19,097 shares; 2024Q4: 15,920 shares; 2025Q1: not reported; 2025Q2: 10,642 shares; 2025Q3: 9,931 shares; 2025Q4: 9,810 shares; 2026Q1: 8,658 shares; 2026Q2: 8,862 shares 8,862 $709K 0.13% +204 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: 799 shares; 2024Q4: not reported; 2025Q1: 759 shares; 2025Q2: 993 shares; 2025Q3: 1,010 shares; 2025Q4: 999 shares; 2026Q1: 907 shares; 2026Q2: 907 shares 907 $678K 0.13% 0 Timeline LGLV 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: 10,410 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,256 shares; 2025Q3: 4,890 shares; 2025Q4: 4,074 shares; 2026Q1: 4,051 shares; 2026Q2: 3,720 shares 3,720 $675K 0.13% -331 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: 15,085 shares; 2024Q4: 11,222 shares; 2025Q1: not reported; 2025Q2: 8,582 shares; 2025Q3: 7,296 shares; 2025Q4: 6,397 shares; 2026Q1: 6,038 shares; 2026Q2: 5,855 shares 5,855 $639K 0.12% -183 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: 1,211 shares; 2024Q4: not reported; 2025Q1: 1,367 shares; 2025Q2: 1,938 shares; 2025Q3: 1,857 shares; 2025Q4: 1,932 shares; 2026Q1: 1,154 shares; 2026Q2: 1,238 shares 1,238 $619K 0.12% +84 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: 1,536 shares; 2024Q4: not reported; 2025Q1: 1,360 shares; 2025Q2: 1,760 shares; 2025Q3: 2,511 shares; 2025Q4: 2,549 shares; 2026Q1: 2,372 shares; 2026Q2: 1,885 shares 1,885 $617K 0.12% -487 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,128 shares; 2024Q4: not reported; 2025Q1: 1,138 shares; 2025Q2: 1,149 shares; 2025Q3: 1,157 shares; 2025Q4: 1,144 shares; 2026Q1: 1,147 shares; 2026Q2: 1,147 shares 1,147 $595K 0.11% 0 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: 57,838 shares; 2024Q4: 52,274 shares; 2025Q1: not reported; 2025Q2: 32,968 shares; 2025Q3: 30,889 shares; 2025Q4: 26,396 shares; 2026Q1: 25,503 shares; 2026Q2: 26,009 shares 26,009 $592K 0.11% +506 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: 3,101 shares; 2024Q4: not reported; 2025Q1: 455,294 shares; 2025Q2: 5,281 shares; 2025Q3: 6,226 shares; 2025Q4: 4,868 shares; 2026Q1: 3,808 shares; 2026Q2: 5,742 shares 5,742 $587K 0.11% +1,934 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,137 shares; 2024Q4: not reported; 2025Q1: 2,698 shares; 2025Q2: 2,279 shares; 2025Q3: 2,338 shares; 2025Q4: 3,303 shares; 2026Q1: 3,328 shares; 2026Q2: 3,231 shares 3,231 $584K 0.11% -97 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,766 shares; 2024Q4: 11,406 shares; 2025Q1: 9,259 shares; 2025Q2: 7,787 shares; 2025Q3: 7,204 shares; 2025Q4: 5,842 shares; 2026Q1: 5,864 shares; 2026Q2: 5,676 shares 5,676 $523K 0.1% -188 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: 14,510 shares; 2024Q4: 20,309 shares; 2025Q1: 12,648 shares; 2025Q2: 33,198 shares; 2025Q3: 15,895 shares; 2025Q4: 18,009 shares; 2026Q1: 22,742 shares; 2026Q2: 10,484 shares 10,484 $508K 0.1% -12,258 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,474 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,797 shares; 2025Q3: 3,601 shares; 2025Q4: 3,246 shares; 2026Q1: 3,163 shares; 2026Q2: 3,123 shares 3,123 $488K 0.09% -40 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,793 shares; 2025Q3: 6,317 shares; 2025Q4: 4,547 shares; 2026Q1: 4,574 shares; 2026Q2: 5,000 shares 5,000 $483K 0.09% +426 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: 1,669 shares; 2024Q4: not reported; 2025Q1: 1,429 shares; 2025Q2: 1,799 shares; 2025Q3: 1,804 shares; 2025Q4: 1,993 shares; 2026Q1: 1,797 shares; 2026Q2: 1,905 shares 1,905 $479K 0.09% +108 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: 1,106 shares; 2026Q2: 1,087 shares 1,087 $471K 0.09% -19 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,148 shares; 2024Q4: not reported; 2025Q1: 6,413 shares; 2025Q2: 6,420 shares; 2025Q3: 6,420 shares; 2025Q4: 6,546 shares; 2026Q1: 6,618 shares; 2026Q2: 6,682 shares 6,682 $456K 0.09% +64 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: 2,606 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,348 shares; 2025Q3: 6,035 shares; 2025Q4: 9,273 shares; 2026Q1: 7,120 shares; 2026Q2: 5,876 shares 5,876 $451K 0.08% -1,244 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,846 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,245 shares; 2025Q3: 6,246 shares; 2025Q4: 10,882 shares; 2026Q1: 10,256 shares; 2026Q2: 9,859 shares 9,859 $447K 0.08% -397 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,337 shares; 2024Q4: 44,761 shares; 2025Q1: 28,931 shares; 2025Q2: 54,611 shares; 2025Q3: 3,551 shares; 2025Q4: 4,147 shares; 2026Q1: 3,813 shares; 2026Q2: 3,789 shares 3,789 $445K 0.08% -24 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: 2,793 shares; 2024Q4: not reported; 2025Q1: 2,601 shares; 2025Q2: 3,282 shares; 2025Q3: 3,281 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares; 2026Q2: 2,874 shares 2,874 $421K 0.08% -26 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,235 shares; 2026Q2: 2,189 shares 2,189 $415K 0.08% -46 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,995 shares; 2025Q3: 1,831 shares; 2025Q4: 1,946 shares; 2026Q1: 1,942 shares; 2026Q2: 1,914 shares 1,914 $400K 0.08% -28 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: 453 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 568 shares; 2025Q3: 580 shares; 2025Q4: 891 shares; 2026Q1: 541 shares; 2026Q2: 527 shares 527 $395K 0.07% -14 Timeline QTEC 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: 7,993 shares; 2024Q4: not reported; 2025Q1: 3,005 shares; 2025Q2: 2,179 shares; 2025Q3: 2,009 shares; 2025Q4: 1,502 shares; 2026Q1: 1,255 shares; 2026Q2: 1,145 shares 1,145 $383K 0.07% -110 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,083 shares; 2024Q4: not reported; 2025Q1: 885 shares; 2025Q2: 1,062 shares; 2025Q3: 1,067 shares; 2025Q4: 1,316 shares; 2026Q1: 1,278 shares; 2026Q2: 1,265 shares 1,265 $356K 0.07% -13 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: 2,011 shares; 2024Q4: not reported; 2025Q1: 3,955 shares; 2025Q2: 10,228 shares; 2025Q3: 12,802 shares; 2025Q4: 19,613 shares; 2026Q1: not reported; 2026Q2: 1,033 shares 1,033 $352K 0.07% new 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: 2,082 shares; 2024Q4: not reported; 2025Q1: 2,084 shares; 2025Q2: 1,059 shares; 2025Q3: 1,059 shares; 2025Q4: 1,305 shares; 2026Q1: 1,350 shares; 2026Q2: 1,336 shares 1,336 $332K 0.06% -14 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: 2,956 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,875 shares; 2025Q3: 9,354 shares; 2025Q4: 9,043 shares; 2026Q1: 9,349 shares; 2026Q2: 10,110 shares 10,110 $321K 0.06% +761 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,112 shares; 2026Q1: 694 shares; 2026Q2: 667 shares 667 $319K 0.06% -27 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,598 shares; 2024Q4: not reported; 2025Q1: 11,462 shares; 2025Q2: 11,462 shares; 2025Q3: 10,462 shares; 2025Q4: 10,462 shares; 2026Q1: 10,482 shares; 2026Q2: 10,505 shares 10,505 $314K 0.06% +23 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,255 shares; 2026Q1: 1,255 shares; 2026Q2: 1,255 shares 1,255 $298K 0.06% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,965 shares; 2025Q2: 3,397 shares; 2025Q3: 3,412 shares; 2025Q4: 3,462 shares; 2026Q1: 3,666 shares; 2026Q2: 3,480 shares 3,480 $291K 0.05% -186 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 544 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 707 shares; 2025Q3: 891 shares; 2025Q4: 878 shares; 2026Q1: 830 shares; 2026Q2: 819 shares 819 $289K 0.05% -11 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 285 shares; 2026Q2: 266 shares 266 $283K 0.05% -19 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 321 shares; 2025Q3: 278 shares; 2025Q4: 310 shares; 2026Q1: 301 shares; 2026Q2: 271 shares 271 $274K 0.05% -30 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,586 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,576 shares; 2025Q3: 4,338 shares; 2025Q4: 4,404 shares; 2026Q1: 4,393 shares; 2026Q2: 5,248 shares 5,248 $268K 0.05% +855 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,787 shares 1,787 $265K 0.05% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 231 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 414 shares; 2025Q3: 410 shares; 2025Q4: 336 shares; 2026Q1: 357 shares; 2026Q2: 280 shares 280 $262K 0.05% -77 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,523 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,312 shares; 2025Q3: 7,518 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,265 shares 4,265 $259K 0.05% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,142 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,007 shares; 2025Q3: 2,760 shares; 2025Q4: 2,034 shares; 2026Q1: 1,664 shares; 2026Q2: 1,604 shares 1,604 $252K 0.05% -60 Timeline MDYG 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: 14,916 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,030 shares; 2025Q3: 3,739 shares; 2025Q4: 2,850 shares; 2026Q1: 2,364 shares; 2026Q2: 2,222 shares 2,222 $249K 0.05% -142 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,914 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,155 shares; 2025Q3: 1,208 shares; 2025Q4: 1,156 shares; 2026Q1: not reported; 2026Q2: 867 shares 867 $248K 0.05% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,849 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,343 shares; 2025Q3: 889 shares; 2025Q4: 650 shares; 2026Q1: 641 shares; 2026Q2: 375 shares 375 $246K 0.05% -266 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: 7,104 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,728 shares; 2025Q4: 3,365 shares; 2026Q1: 2,762 shares; 2026Q2: 2,802 shares 2,802 $240K 0.05% +40 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,717 shares; 2026Q1: 4,810 shares; 2026Q2: 5,938 shares 5,938 $235K 0.04% +1,128 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,757 shares; 2024Q4: 5,102 shares; 2025Q1: 3,775 shares; 2025Q2: 7,211 shares; 2025Q3: 424 shares; 2025Q4: 444 shares; 2026Q1: 427 shares; 2026Q2: 433 shares 433 $221K 0.04% +6 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: 812 shares; 2024Q4: not reported; 2025Q1: 801 shares; 2025Q2: 793 shares; 2025Q3: 793 shares; 2025Q4: 831 shares; 2026Q1: 814 shares; 2026Q2: 812 shares 812 $219K 0.04% -2 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 415 shares 415 $217K 0.04% new 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: 824 shares 824 $211K 0.04% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 174 shares 174 $204K 0.04% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 640 shares; 2025Q3: 616 shares; 2025Q4: 633 shares; 2026Q1: not reported; 2026Q2: 599 shares 599 $203K 0.04% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,520 shares; 2026Q1: not reported; 2026Q2: 1,517 shares 1,517 $202K 0.04% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 575 shares 575 $201K 0.04% new 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: 406 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 651 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 482 shares 482 $200K 0.04% new Timeline