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: 38,659 shares; 2024Q4: 38,263 shares; 2025Q1: 36,849 shares; 2025Q2: 36,334 shares; 2025Q3: 30,193 shares; 2025Q4: 29,228 shares; 2026Q1: 29,660 shares; 2026Q2: 29,559 shares 29,559 $21.8M 6.98% -101 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,929 shares; 2024Q4: 173,113 shares; 2025Q1: 194,939 shares; 2025Q2: 191,395 shares; 2025Q3: 193,496 shares; 2025Q4: 192,241 shares; 2026Q1: 197,697 shares; 2026Q2: 197,509 shares 197,509 $18.9M 6.06% -188 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: 57,906 shares; 2024Q4: 61,873 shares; 2025Q1: 65,366 shares; 2025Q2: 68,548 shares; 2025Q3: 69,812 shares; 2025Q4: 68,581 shares; 2026Q1: 69,999 shares; 2026Q2: 69,653 shares 69,653 $16.6M 5.32% -346 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: 42,861 shares; 2024Q4: 43,584 shares; 2025Q1: 44,634 shares; 2025Q2: 43,214 shares; 2025Q3: 42,508 shares; 2025Q4: 41,960 shares; 2026Q1: 42,282 shares; 2026Q2: 42,014 shares 42,014 $13.8M 4.41% -268 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: 32,976 shares; 2024Q4: 33,039 shares; 2025Q1: 33,996 shares; 2025Q2: 33,608 shares; 2025Q3: 33,672 shares; 2025Q4: 33,229 shares; 2026Q1: 34,842 shares; 2026Q2: 34,984 shares 34,984 $12M 3.85% +142 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,620 shares; 2024Q4: 44,239 shares; 2025Q1: 46,082 shares; 2025Q2: 45,458 shares; 2025Q3: 44,696 shares; 2025Q4: 44,647 shares; 2026Q1: 43,921 shares; 2026Q2: 43,522 shares 43,522 $11.7M 3.76% -399 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: 26,119 shares; 2024Q4: 26,439 shares; 2025Q1: 27,688 shares; 2025Q2: 26,543 shares; 2025Q3: 26,053 shares; 2025Q4: 25,941 shares; 2026Q1: 26,176 shares; 2026Q2: 26,265 shares 26,265 $9.39M 3.01% +89 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: 42,224 shares; 2024Q4: 36,726 shares; 2025Q1: 35,420 shares; 2025Q2: 31,512 shares; 2025Q3: 30,709 shares; 2025Q4: 27,855 shares; 2026Q1: 28,190 shares; 2026Q2: 28,415 shares 28,415 $8.22M 2.64% +225 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,271 shares; 2024Q4: 23,432 shares; 2025Q1: 23,458 shares; 2025Q2: 22,734 shares; 2025Q3: 21,821 shares; 2025Q4: 21,119 shares; 2026Q1: 21,860 shares; 2026Q2: 21,840 shares 21,840 $8.09M 2.6% -20 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: 7,897 shares; 2024Q4: 7,789 shares; 2025Q1: 7,620 shares; 2025Q2: 7,559 shares; 2025Q3: 7,609 shares; 2025Q4: 7,869 shares; 2026Q1: 8,097 shares; 2026Q2: 8,055 shares 8,055 $7.54M 2.42% -42 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: 20,796 shares; 2024Q4: 20,919 shares; 2025Q1: 20,313 shares; 2025Q2: 20,061 shares; 2025Q3: 19,728 shares; 2025Q4: 19,656 shares; 2026Q1: 19,499 shares; 2026Q2: 19,604 shares 19,604 $7.31M 2.34% +105 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,325 shares; 2024Q4: 6,099 shares; 2025Q1: 6,328 shares; 2025Q2: 6,844 shares; 2025Q3: 7,208 shares; 2025Q4: 7,403 shares; 2026Q1: 7,426 shares; 2026Q2: 7,320 shares 7,320 $7.16M 2.3% -106 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: 67,742 shares; 2024Q4: 72,346 shares; 2025Q1: 77,846 shares; 2025Q2: 86,947 shares; 2025Q3: 91,251 shares; 2025Q4: 91,209 shares; 2026Q1: 40,805 shares; 2026Q2: 38,388 shares 38,388 $7.09M 2.27% -2,417 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,804 shares; 2024Q4: 21,315 shares; 2025Q1: 22,916 shares; 2025Q2: 27,619 shares; 2025Q3: 31,237 shares; 2025Q4: 31,568 shares; 2026Q1: 32,318 shares; 2026Q2: 32,802 shares 32,802 $6.25M 2% +484 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,493 shares; 2024Q4: 130,497 shares; 2025Q1: 132,888 shares; 2025Q2: 131,052 shares; 2025Q3: 119,868 shares; 2025Q4: 115,916 shares; 2026Q1: 127,073 shares; 2026Q2: 126,599 shares 126,599 $5.98M 1.92% -474 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,188 shares; 2024Q4: 90,261 shares; 2025Q1: 102,770 shares; 2025Q2: 108,079 shares; 2025Q3: 107,445 shares; 2025Q4: 111,193 shares; 2026Q1: 112,347 shares; 2026Q2: 112,844 shares 112,844 $5.25M 1.68% +497 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,000 shares; 2026Q1: 81,854 shares; 2026Q2: 93,952 shares 93,952 $5.22M 1.67% +12,098 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: 7,922 shares; 2024Q4: 7,962 shares; 2025Q1: 7,301 shares; 2025Q2: 7,339 shares; 2025Q3: 7,171 shares; 2025Q4: 7,111 shares; 2026Q1: 7,235 shares; 2026Q2: 7,243 shares 7,243 $4.97M 1.6% +8 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,135 shares; 2024Q4: 32,346 shares; 2025Q1: 33,258 shares; 2025Q2: 32,496 shares; 2025Q3: 32,701 shares; 2025Q4: 34,191 shares; 2026Q1: 37,272 shares; 2026Q2: 37,403 shares 37,403 $4.73M 1.52% +131 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: 29,379 shares; 2024Q4: 30,312 shares; 2025Q1: 31,208 shares; 2025Q2: 32,115 shares; 2025Q3: 29,849 shares; 2025Q4: 28,916 shares; 2026Q1: 29,557 shares; 2026Q2: 29,397 shares 29,397 $4.59M 1.47% -160 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: 24,267 shares; 2024Q4: 24,138 shares; 2025Q1: 24,799 shares; 2025Q2: 25,194 shares; 2025Q3: 24,386 shares; 2025Q4: 22,301 shares; 2026Q1: 21,551 shares; 2026Q2: 22,080 shares 22,080 $4.42M 1.42% +529 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL 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: 6,763 shares; 2025Q4: 10,159 shares; 2026Q1: 25,465 shares; 2026Q2: 26,332 shares 26,332 $3.85M 1.23% +867 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: 47,401 shares; 2024Q4: 47,112 shares; 2025Q1: 48,035 shares; 2025Q2: 47,298 shares; 2025Q3: 46,677 shares; 2025Q4: 44,200 shares; 2026Q1: 45,031 shares; 2026Q2: 44,729 shares 44,729 $3.45M 1.11% -302 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 227,508 shares; 2024Q4: 264,953 shares; 2025Q1: 287,731 shares; 2025Q2: 293,258 shares; 2025Q3: 313,110 shares; 2025Q4: 326,347 shares; 2026Q1: 391,734 shares; 2026Q2: 388,154 shares 388,154 $3.4M 1.09% -3,580 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,295 shares; 2024Q4: 40,959 shares; 2025Q1: 44,540 shares; 2025Q2: 42,361 shares; 2025Q3: 39,788 shares; 2025Q4: 37,258 shares; 2026Q1: 35,995 shares; 2026Q2: 34,476 shares 34,476 $3.35M 1.07% -1,519 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: 2,150 shares; 2025Q3: not reported; 2025Q4: 1,150 shares; 2026Q1: 2,431 shares; 2026Q2: 2,431 shares 2,431 $2.81M 0.9% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,386 shares; 2024Q4: 2,371 shares; 2025Q1: 2,281 shares; 2025Q2: 2,266 shares; 2025Q3: 2,164 shares; 2025Q4: 2,171 shares; 2026Q1: 2,256 shares; 2026Q2: 2,267 shares 2,267 $2.72M 0.87% +11 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,368 shares; 2024Q4: 10,191 shares; 2025Q1: 10,143 shares; 2025Q2: 9,821 shares; 2025Q3: 9,401 shares; 2025Q4: 9,146 shares; 2026Q1: 9,329 shares; 2026Q2: 9,148 shares 9,148 $2.55M 0.82% -181 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: 6,642 shares; 2024Q4: 6,548 shares; 2025Q1: 6,217 shares; 2025Q2: 5,927 shares; 2025Q3: 5,017 shares; 2025Q4: 4,867 shares; 2026Q1: 5,023 shares; 2026Q2: 4,852 shares 4,852 $2.43M 0.78% -171 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: 35,325 shares; 2024Q4: 140,017 shares; 2025Q1: 106,801 shares; 2025Q2: 99,516 shares; 2025Q3: 75,655 shares; 2025Q4: 68,494 shares; 2026Q1: 67,761 shares; 2026Q2: 67,002 shares 67,002 $2.27M 0.73% -759 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,004 shares; 2024Q4: 5,892 shares; 2025Q1: 5,904 shares; 2025Q2: 5,648 shares; 2025Q3: 5,383 shares; 2025Q4: 5,364 shares; 2026Q1: 5,636 shares; 2026Q2: 5,468 shares 5,468 $2.24M 0.72% -168 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: 8,052 shares; 2024Q4: 11,170 shares; 2025Q1: 15,039 shares; 2025Q2: 8,694 shares; 2025Q3: 6,543 shares; 2025Q4: 6,332 shares; 2026Q1: 6,440 shares; 2026Q2: 6,074 shares 6,074 $2.22M 0.71% -366 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: 5,100 shares; 2024Q4: 5,099 shares; 2025Q1: 4,766 shares; 2025Q2: 4,616 shares; 2025Q3: 4,143 shares; 2025Q4: 4,150 shares; 2026Q1: 4,229 shares; 2026Q2: 5,968 shares 5,968 $2.21M 0.71% +1,739 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 655 shares; 2024Q4: 655 shares; 2025Q1: 659 shares; 2025Q2: 720 shares; 2025Q3: 682 shares; 2025Q4: 7,260 shares; 2026Q1: 28,662 shares; 2026Q2: 29,808 shares 29,808 $2.13M 0.68% +1,146 Timeline FNDB 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: 50,999 shares; 2024Q4: 143,384 shares; 2025Q1: 130,393 shares; 2025Q2: 130,051 shares; 2025Q3: 68,420 shares; 2025Q4: 68,506 shares; 2026Q1: 68,954 shares; 2026Q2: 69,025 shares 69,025 $2.1M 0.67% +71 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,311 shares; 2026Q1: 28,763 shares; 2026Q2: 33,537 shares 33,537 $1.99M 0.64% +4,774 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: 6,284 shares; 2024Q4: 7,733 shares; 2025Q1: 7,763 shares; 2025Q2: 7,733 shares; 2025Q3: 7,733 shares; 2025Q4: 7,733 shares; 2026Q1: 7,738 shares; 2026Q2: 7,763 shares 7,763 $1.98M 0.64% +25 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: 5,602 shares; 2024Q4: 5,604 shares; 2025Q1: 5,480 shares; 2025Q2: 5,356 shares; 2025Q3: 5,309 shares; 2025Q4: 5,260 shares; 2026Q1: 5,108 shares; 2026Q2: 5,187 shares 5,187 $1.96M 0.63% +79 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: 5,610 shares; 2024Q4: 5,650 shares; 2025Q1: 5,650 shares; 2025Q2: 5,150 shares; 2025Q3: 5,150 shares; 2025Q4: 5,150 shares; 2026Q1: 5,217 shares; 2026Q2: 5,452 shares 5,452 $1.93M 0.62% +235 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: 2,161 shares; 2024Q4: 2,016 shares; 2025Q1: 2,016 shares; 2025Q2: 1,683 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,743 shares; 2026Q2: 1,760 shares 1,760 $1.87M 0.6% +17 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: 26,546 shares; 2024Q4: 79,793 shares; 2025Q1: 73,194 shares; 2025Q2: 63,177 shares; 2025Q3: 60,706 shares; 2025Q4: 57,005 shares; 2026Q1: 57,262 shares; 2026Q2: 57,230 shares 57,230 $1.81M 0.58% -32 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,127 shares; 2025Q3: 9,562 shares; 2025Q4: 9,563 shares; 2026Q1: 9,545 shares; 2026Q2: 9,459 shares 9,459 $1.78M 0.57% -86 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: 2,353 shares; 2024Q4: 2,304 shares; 2025Q1: 2,369 shares; 2025Q2: 2,452 shares; 2025Q3: 2,341 shares; 2025Q4: 2,263 shares; 2026Q1: 2,366 shares; 2026Q2: 2,378 shares 2,378 $1.78M 0.57% +12 Timeline SCHX 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: 35,388 shares; 2024Q4: 104,723 shares; 2025Q1: 70,356 shares; 2025Q2: 67,989 shares; 2025Q3: 62,752 shares; 2025Q4: 60,747 shares; 2026Q1: 60,097 shares; 2026Q2: 58,921 shares 58,921 $1.73M 0.56% -1,176 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,511 shares; 2024Q4: 4,405 shares; 2025Q1: 4,085 shares; 2025Q2: 3,768 shares; 2025Q3: 3,360 shares; 2025Q4: 3,313 shares; 2026Q1: 3,496 shares; 2026Q2: 13,925 shares 13,925 $1.73M 0.55% +10,429 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: 16,058 shares; 2024Q4: 15,592 shares; 2025Q1: 15,492 shares; 2025Q2: 15,313 shares; 2025Q3: 15,313 shares; 2025Q4: 15,175 shares; 2026Q1: 14,997 shares; 2026Q2: 14,663 shares 14,663 $1.72M 0.55% -334 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,515 shares; 2024Q4: 20,536 shares; 2025Q1: 20,012 shares; 2025Q2: 18,320 shares; 2025Q3: 17,886 shares; 2025Q4: 17,713 shares; 2026Q1: 17,721 shares; 2026Q2: 17,727 shares 17,727 $1.71M 0.55% +6 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,716 shares; 2024Q4: 23,941 shares; 2025Q1: 24,589 shares; 2025Q2: 26,510 shares; 2025Q3: 26,161 shares; 2025Q4: 23,643 shares; 2026Q1: 25,517 shares; 2026Q2: 23,151 shares 23,151 $1.66M 0.53% -2,366 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: 7,593 shares; 2024Q4: 7,559 shares; 2025Q1: 6,899 shares; 2025Q2: 6,909 shares; 2025Q3: 6,924 shares; 2025Q4: 6,952 shares; 2026Q1: 6,966 shares; 2026Q2: 6,981 shares 6,981 $1.65M 0.53% +15 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: 7,680 shares; 2024Q4: 7,317 shares; 2025Q1: 7,227 shares; 2025Q2: 6,877 shares; 2025Q3: 6,887 shares; 2025Q4: 6,307 shares; 2026Q1: 6,379 shares; 2026Q2: 6,418 shares 6,418 $1.63M 0.52% +39 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: 2,219 shares; 2024Q4: 4,385 shares; 2025Q1: 4,836 shares; 2025Q2: 4,603 shares; 2025Q3: 4,545 shares; 2025Q4: 4,530 shares; 2026Q1: 4,593 shares; 2026Q2: 4,405 shares 4,405 $1.6M 0.51% -188 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: 5,606 shares; 2024Q4: 5,523 shares; 2025Q1: 5,516 shares; 2025Q2: 5,352 shares; 2025Q3: 5,098 shares; 2025Q4: 5,046 shares; 2026Q1: 5,264 shares; 2026Q2: 5,277 shares 5,277 $1.43M 0.46% +13 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: 7,113 shares; 2024Q4: 7,684 shares; 2025Q1: 6,516 shares; 2025Q2: 4,775 shares; 2025Q3: 4,726 shares; 2025Q4: 4,623 shares; 2026Q1: 4,577 shares; 2026Q2: 6,585 shares 6,585 $1.4M 0.45% +2,008 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: 13,534 shares; 2024Q4: 13,509 shares; 2025Q1: 13,461 shares; 2025Q2: 13,003 shares; 2025Q3: 13,003 shares; 2025Q4: 9,284 shares; 2026Q1: 9,172 shares; 2026Q2: 9,329 shares 9,329 $1.37M 0.44% +157 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: 4,660 shares; 2024Q4: 4,690 shares; 2025Q1: 4,661 shares; 2025Q2: 4,289 shares; 2025Q3: 4,214 shares; 2025Q4: 4,042 shares; 2026Q1: 3,962 shares; 2026Q2: 3,786 shares 3,786 $1.34M 0.43% -176 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,834 shares; 2024Q4: 3,848 shares; 2025Q1: 3,854 shares; 2025Q2: 3,675 shares; 2025Q3: 3,392 shares; 2025Q4: 3,372 shares; 2026Q1: 3,436 shares; 2026Q2: 3,380 shares 3,380 $1.33M 0.43% -56 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,955 shares; 2024Q4: 5,903 shares; 2025Q1: 2,921 shares; 2025Q2: 2,215 shares; 2025Q3: 1,952 shares; 2025Q4: 3,782 shares; 2026Q1: 4,945 shares; 2026Q2: 6,360 shares 6,360 $1.21M 0.39% +1,415 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: 19,750 shares; 2024Q4: 18,149 shares; 2025Q1: 16,754 shares; 2025Q2: 16,392 shares; 2025Q3: 16,088 shares; 2025Q4: 15,237 shares; 2026Q1: 14,479 shares; 2026Q2: 14,716 shares 14,716 $1.2M 0.38% +237 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: 9,756 shares; 2024Q4: 9,520 shares; 2025Q1: 9,583 shares; 2025Q2: 8,940 shares; 2025Q3: 8,836 shares; 2025Q4: 8,848 shares; 2026Q1: 7,992 shares; 2026Q2: 7,978 shares 7,978 $1.18M 0.38% -14 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,506 shares; 2024Q4: 6,390 shares; 2025Q1: 6,145 shares; 2025Q2: 5,978 shares; 2025Q3: 5,878 shares; 2025Q4: 5,349 shares; 2026Q1: 5,196 shares; 2026Q2: 5,183 shares 5,183 $1.16M 0.37% -13 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,664 shares; 2024Q4: 6,400 shares; 2025Q1: 6,293 shares; 2025Q2: 6,389 shares; 2025Q3: 6,232 shares; 2025Q4: 6,356 shares; 2026Q1: 6,990 shares; 2026Q2: 6,988 shares 6,988 $1.16M 0.37% -2 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,135 shares; 2024Q4: 5,144 shares; 2025Q1: 4,358 shares; 2025Q2: 4,023 shares; 2025Q3: 3,776 shares; 2025Q4: 3,780 shares; 2026Q1: 3,852 shares; 2026Q2: 3,834 shares 3,834 $1.15M 0.37% -18 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,114 shares; 2024Q4: 1,959 shares; 2025Q1: not reported; 2025Q2: 1,864 shares; 2025Q3: 1,564 shares; 2025Q4: 1,564 shares; 2026Q1: 1,971 shares; 2026Q2: 1,946 shares 1,946 $1.13M 0.36% -25 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 552 shares; 2024Q4: 510 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,650 shares; 2026Q2: 1,658 shares 1,658 $1.05M 0.34% +8 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: 2,888 shares; 2024Q4: 3,435 shares; 2025Q1: 3,771 shares; 2025Q2: 3,480 shares; 2025Q3: 2,801 shares; 2025Q4: 2,800 shares; 2026Q1: 3,039 shares; 2026Q2: 4,196 shares 4,196 $1.02M 0.33% +1,157 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: 11,776 shares; 2024Q4: 11,776 shares; 2025Q1: 11,776 shares; 2025Q2: 11,776 shares; 2025Q3: 11,776 shares; 2025Q4: 11,776 shares; 2026Q1: 12,180 shares; 2026Q2: 12,180 shares 12,180 $1.01M 0.32% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,937 shares; 2024Q4: 5,460 shares; 2025Q1: 4,771 shares; 2025Q2: 4,613 shares; 2025Q3: 4,454 shares; 2025Q4: 7,718 shares; 2026Q1: 7,083 shares; 2026Q2: 7,245 shares 7,245 $991K 0.32% +162 Timeline FNDX 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: 11,919 shares; 2024Q4: 35,438 shares; 2025Q1: 36,175 shares; 2025Q2: 36,611 shares; 2025Q3: 3,993 shares; 2025Q4: 3,906 shares; 2026Q1: 30,918 shares; 2026Q2: 31,331 shares 31,331 $974K 0.31% +413 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 404 shares; 2026Q2: 405 shares 405 $921K 0.3% +1 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: 1,095 shares; 2024Q4: 1,160 shares; 2025Q1: 1,218 shares; 2025Q2: 1,301 shares; 2025Q3: 1,384 shares; 2025Q4: 1,422 shares; 2026Q1: 1,511 shares; 2026Q2: 1,633 shares 1,633 $920K 0.29% +122 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,043 shares; 2024Q4: 7,969 shares; 2025Q1: 7,750 shares; 2025Q2: 7,914 shares; 2025Q3: 7,804 shares; 2025Q4: 7,787 shares; 2026Q1: 7,843 shares; 2026Q2: 7,900 shares 7,900 $821K 0.26% +57 Timeline FNDA 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: 14,506 shares; 2024Q4: 29,027 shares; 2025Q1: 29,279 shares; 2025Q2: 27,578 shares; 2025Q3: 23,523 shares; 2025Q4: 23,541 shares; 2026Q1: 22,398 shares; 2026Q2: 21,528 shares 21,528 $819K 0.26% -870 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: 1,303 shares; 2024Q4: 1,299 shares; 2025Q1: 1,064 shares; 2025Q2: 1,065 shares; 2025Q3: 1,044 shares; 2025Q4: 1,054 shares; 2026Q1: 1,069 shares; 2026Q2: 1,070 shares 1,070 $801K 0.26% +1 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL 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: 9,570 shares; 2025Q4: 14,185 shares; 2026Q1: 20,110 shares; 2026Q2: 23,045 shares 23,045 $784K 0.25% +2,935 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,668 shares; 2024Q4: 32,492 shares; 2025Q1: 32,535 shares; 2025Q2: 29,754 shares; 2025Q3: 29,989 shares; 2025Q4: 31,866 shares; 2026Q1: 26,972 shares; 2026Q2: 26,834 shares 26,834 $777K 0.25% -138 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,459 shares; 2024Q4: 3,477 shares; 2025Q1: 3,488 shares; 2025Q2: 3,504 shares; 2025Q3: 3,466 shares; 2025Q4: 3,485 shares; 2026Q1: 3,495 shares; 2026Q2: 3,508 shares 3,508 $776K 0.25% +13 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: 4,657 shares; 2024Q4: 4,696 shares; 2025Q1: 4,574 shares; 2025Q2: 4,574 shares; 2025Q3: 4,587 shares; 2025Q4: 4,578 shares; 2026Q1: 3,623 shares; 2026Q2: 3,434 shares 3,434 $748K 0.24% -189 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: 8,353 shares; 2024Q4: 7,946 shares; 2025Q1: 6,833 shares; 2025Q2: 6,410 shares; 2025Q3: 5,835 shares; 2025Q4: 5,712 shares; 2026Q1: 5,729 shares; 2026Q2: 5,722 shares 5,722 $735K 0.24% -7 Timeline SCHM 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: 8,729 shares; 2024Q4: 26,237 shares; 2025Q1: 26,275 shares; 2025Q2: 26,282 shares; 2025Q3: 26,289 shares; 2025Q4: 26,431 shares; 2026Q1: 19,921 shares; 2026Q2: 19,926 shares 19,926 $735K 0.24% +5 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: 12,104 shares; 2024Q4: 5,438 shares; 2025Q1: 5,038 shares; 2025Q2: 5,093 shares; 2025Q3: 4,288 shares; 2025Q4: 4,303 shares; 2026Q1: 5,910 shares; 2026Q2: 6,167 shares 6,167 $699K 0.22% +257 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: 1,413 shares; 2024Q4: 1,474 shares; 2025Q1: 1,341 shares; 2025Q2: not reported; 2025Q3: 2,275 shares; 2025Q4: 2,277 shares; 2026Q1: 2,239 shares; 2026Q2: 2,397 shares 2,397 $674K 0.22% +158 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,710 shares; 2024Q4: 1,710 shares; 2025Q1: 1,725 shares; 2025Q2: 1,710 shares; 2025Q3: 1,710 shares; 2025Q4: 1,710 shares; 2026Q1: 1,715 shares; 2026Q2: 1,697 shares 1,697 $674K 0.22% -18 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: not reported; 2026Q1: 1,022 shares; 2026Q2: 1,043 shares 1,043 $666K 0.21% +21 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,631 shares; 2024Q4: 2,639 shares; 2025Q1: 2,646 shares; 2025Q2: 2,653 shares; 2025Q3: 2,660 shares; 2025Q4: 2,612 shares; 2026Q1: 2,618 shares; 2026Q2: 2,622 shares 2,622 $636K 0.2% +4 Timeline SPHB 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: 4,031 shares; 2024Q4: 4,032 shares; 2025Q1: 4,032 shares; 2025Q2: 4,032 shares; 2025Q3: 4,033 shares; 2025Q4: 4,033 shares; 2026Q1: 4,034 shares; 2026Q2: 4,034 shares 4,034 $628K 0.2% 0 Timeline SCHA 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: 10,239 shares; 2024Q4: 20,483 shares; 2025Q1: 20,332 shares; 2025Q2: 20,057 shares; 2025Q3: 19,587 shares; 2025Q4: 19,590 shares; 2026Q1: 16,291 shares; 2026Q2: 16,292 shares 16,292 $589K 0.19% +1 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: 10,952 shares; 2024Q4: 10,973 shares; 2025Q1: 9,818 shares; 2025Q2: 9,593 shares; 2025Q3: 6,717 shares; 2025Q4: 6,726 shares; 2026Q1: 9,619 shares; 2026Q2: 9,634 shares 9,634 $549K 0.18% +15 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: 6,171 shares; 2024Q4: 6,182 shares; 2025Q1: 5,519 shares; 2025Q2: 5,519 shares; 2025Q3: 5,584 shares; 2025Q4: 5,551 shares; 2026Q1: 5,591 shares; 2026Q2: 5,594 shares 5,594 $540K 0.17% +3 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,349 shares; 2024Q4: 1,349 shares; 2025Q1: 1,337 shares; 2025Q2: 1,337 shares; 2025Q3: 1,123 shares; 2025Q4: 1,127 shares; 2026Q1: 1,317 shares; 2026Q2: 1,315 shares 1,315 $535K 0.17% -2 Timeline PRFZ 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: 9,757 shares; 2024Q4: 9,770 shares; 2025Q1: 9,648 shares; 2025Q2: 9,482 shares; 2025Q3: 9,488 shares; 2025Q4: 8,618 shares; 2026Q1: 9,467 shares; 2026Q2: 9,472 shares 9,472 $528K 0.17% +5 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: 1,492 shares; 2024Q4: 1,468 shares; 2025Q1: 1,468 shares; 2025Q2: 1,448 shares; 2025Q3: 1,382 shares; 2025Q4: 1,267 shares; 2026Q1: 1,063 shares; 2026Q2: 5,843 shares 5,843 $503K 0.16% +4,780 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,782 shares; 2024Q4: 8,229 shares; 2025Q1: 8,251 shares; 2025Q2: 8,277 shares; 2025Q3: 8,055 shares; 2025Q4: 7,965 shares; 2026Q1: 6,671 shares; 2026Q2: 6,692 shares 6,692 $501K 0.16% +21 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 504 shares; 2026Q1: 1,057 shares; 2026Q2: 1,219 shares 1,219 $485K 0.16% +162 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 898 shares; 2024Q4: 898 shares; 2025Q1: 898 shares; 2025Q2: 974 shares; 2025Q3: 670 shares; 2025Q4: 680 shares; 2026Q1: 892 shares; 2026Q2: 919 shares 919 $472K 0.15% +27 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,445 shares; 2024Q4: 2,450 shares; 2025Q1: 2,534 shares; 2025Q2: 2,554 shares; 2025Q3: 2,404 shares; 2025Q4: 2,260 shares; 2026Q1: 1,529 shares; 2026Q2: 1,366 shares 1,366 $462K 0.15% -163 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: 2,953 shares; 2024Q4: 2,691 shares; 2025Q1: 2,729 shares; 2025Q2: 2,705 shares; 2025Q3: 2,600 shares; 2025Q4: 2,662 shares; 2026Q1: 2,349 shares; 2026Q2: 2,510 shares 2,510 $454K 0.15% +161 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: 876 shares; 2025Q4: 870 shares; 2026Q1: 874 shares; 2026Q2: 947 shares 947 $452K 0.15% +73 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: 1,448 shares; 2024Q4: 1,449 shares; 2025Q1: 1,308 shares; 2025Q2: 1,738 shares; 2025Q3: 1,740 shares; 2025Q4: 1,731 shares; 2026Q1: 1,443 shares; 2026Q2: 1,445 shares 1,445 $442K 0.14% +2 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: 551 shares; 2025Q1: not reported; 2025Q2: 631 shares; 2025Q3: 457 shares; 2025Q4: 457 shares; 2026Q1: 788 shares; 2026Q2: 987 shares 987 $415K 0.13% +199 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,819 shares; 2024Q4: 3,791 shares; 2025Q1: 3,768 shares; 2025Q2: 3,772 shares; 2025Q3: 3,216 shares; 2025Q4: 2,870 shares; 2026Q1: 3,455 shares; 2026Q2: 3,458 shares 3,458 $407K 0.13% +3 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: 310 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 194 shares; 2026Q1: 194 shares; 2026Q2: 194 shares 194 $386K 0.12% 0 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: 3,390 shares; 2024Q4: 3,285 shares; 2025Q1: 3,285 shares; 2025Q2: 2,360 shares; 2025Q3: 2,230 shares; 2025Q4: 2,486 shares; 2026Q1: 2,527 shares; 2026Q2: 2,591 shares 2,591 $380K 0.12% +64 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,980 shares; 2024Q4: 2,980 shares; 2025Q1: 2,980 shares; 2025Q2: 2,990 shares; 2025Q3: 2,540 shares; 2025Q4: 2,307 shares; 2026Q1: 2,762 shares; 2026Q2: 2,767 shares 2,767 $379K 0.12% +5 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,290 shares; 2025Q1: not reported; 2025Q2: 1,290 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,290 shares; 2026Q2: 1,326 shares 1,326 $360K 0.12% +36 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,150 shares; 2024Q4: 3,477 shares; 2025Q1: 3,478 shares; 2025Q2: 3,614 shares; 2025Q3: 3,615 shares; 2025Q4: 3,617 shares; 2026Q1: 3,618 shares; 2026Q2: 3,246 shares 3,246 $358K 0.11% -372 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,357 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,892 shares; 2026Q1: 2,912 shares; 2026Q2: 2,916 shares 2,916 $343K 0.11% +4 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: 3,012 shares; 2024Q4: 3,021 shares; 2025Q1: 2,731 shares; 2025Q2: 2,463 shares; 2025Q3: 2,347 shares; 2025Q4: 1,950 shares; 2026Q1: 1,953 shares; 2026Q2: 1,956 shares 1,956 $331K 0.11% +3 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: 19,697 shares; 2024Q4: 20,018 shares; 2025Q1: 17,203 shares; 2025Q2: 7,652 shares; 2025Q3: 6,610 shares; 2025Q4: 6,717 shares; 2026Q1: 8,821 shares; 2026Q2: 8,914 shares 8,914 $328K 0.11% +93 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: 255 shares; 2026Q2: 275 shares 275 $323K 0.1% +20 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 445 shares; 2026Q1: 445 shares; 2026Q2: 452 shares 452 $322K 0.1% +7 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,670 shares; 2024Q4: 2,670 shares; 2025Q1: 2,670 shares; 2025Q2: 2,670 shares; 2025Q3: 830 shares; 2025Q4: 830 shares; 2026Q1: 2,670 shares; 2026Q2: 2,670 shares 2,670 $314K 0.1% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,176 shares; 2024Q4: 1,180 shares; 2025Q1: 952 shares; 2025Q2: 903 shares; 2025Q3: 907 shares; 2025Q4: 913 shares; 2026Q1: 1,011 shares; 2026Q2: 3,851 shares 3,851 $310K 0.1% +2,840 Timeline ESGV 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: 2,523 shares; 2024Q4: 2,483 shares; 2025Q1: 2,483 shares; 2025Q2: 2,483 shares; 2025Q3: 2,383 shares; 2025Q4: 2,283 shares; 2026Q1: 2,283 shares; 2026Q2: 2,283 shares 2,283 $302K 0.1% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 987 shares 987 $298K 0.1% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,380 shares 3,380 $289K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,990 shares; 2025Q3: 1,975 shares; 2025Q4: 1,975 shares; 2026Q1: 1,976 shares; 2026Q2: 1,975 shares 1,975 $288K 0.09% -1 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,501 shares; 2024Q4: 5,288 shares; 2025Q1: 5,289 shares; 2025Q2: 5,291 shares; 2025Q3: 5,293 shares; 2025Q4: 5,295 shares; 2026Q1: 4,896 shares; 2026Q2: 4,896 shares 4,896 $282K 0.09% 0 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,667 shares; 2026Q1: 4,537 shares; 2026Q2: 4,537 shares 4,537 $278K 0.09% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,358 shares; 2025Q4: 1,360 shares; 2026Q1: 1,364 shares; 2026Q2: 1,453 shares 1,453 $276K 0.09% +89 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,686 shares; 2024Q4: 2,686 shares; 2025Q1: 2,686 shares; 2025Q2: 2,651 shares; 2025Q3: 2,651 shares; 2025Q4: 2,451 shares; 2026Q1: 2,455 shares; 2026Q2: 1,227 shares 1,227 $275K 0.09% -1,228 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,225 shares 1,225 $271K 0.09% new 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: 1,454 shares; 2024Q4: 1,361 shares; 2025Q1: 1,364 shares; 2025Q2: not reported; 2025Q3: 1,074 shares; 2025Q4: 1,039 shares; 2026Q1: 1,036 shares; 2026Q2: 1,065 shares 1,065 $268K 0.09% +29 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,751 shares; 2024Q4: 3,461 shares; 2025Q1: 3,410 shares; 2025Q2: 3,410 shares; 2025Q3: 3,346 shares; 2025Q4: 3,310 shares; 2026Q1: 3,083 shares; 2026Q2: 3,083 shares 3,083 $264K 0.08% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 598 shares; 2025Q3: 598 shares; 2025Q4: not reported; 2026Q1: 599 shares; 2026Q2: 613 shares 613 $261K 0.08% +14 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: not reported; 2026Q2: 529 shares 529 $260K 0.08% new Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 420 shares 420 $259K 0.08% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 874 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 867 shares; 2025Q3: 867 shares; 2025Q4: 872 shares; 2026Q1: 868 shares; 2026Q2: 888 shares 888 $258K 0.08% +20 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,476 shares; 2024Q4: 4,314 shares; 2025Q1: 4,314 shares; 2025Q2: 4,314 shares; 2025Q3: 4,314 shares; 2025Q4: 4,114 shares; 2026Q1: 4,124 shares; 2026Q2: 4,114 shares 4,114 $257K 0.08% -10 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: 2,943 shares; 2024Q4: 2,476 shares; 2025Q1: 2,438 shares; 2025Q2: 2,038 shares; 2025Q3: 1,857 shares; 2025Q4: 1,857 shares; 2026Q1: 1,892 shares; 2026Q2: 1,888 shares 1,888 $256K 0.08% -4 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,198 shares; 2025Q2: 1,198 shares; 2025Q3: 1,198 shares; 2025Q4: 1,198 shares; 2026Q1: 1,198 shares; 2026Q2: 1,198 shares 1,198 $254K 0.08% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 875 shares; 2024Q4: 876 shares; 2025Q1: not reported; 2025Q2: 878 shares; 2025Q3: 879 shares; 2025Q4: 880 shares; 2026Q1: 880 shares; 2026Q2: 813 shares 813 $236K 0.08% -67 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,108 shares; 2024Q4: 3,488 shares; 2025Q1: 3,342 shares; 2025Q2: 2,894 shares; 2025Q3: 2,630 shares; 2025Q4: not reported; 2026Q1: 2,047 shares; 2026Q2: 2,202 shares 2,202 $229K 0.07% +155 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,035 shares; 2024Q4: 4,668 shares; 2025Q1: not reported; 2025Q2: 4,596 shares; 2025Q3: 4,502 shares; 2025Q4: 4,515 shares; 2026Q1: 3,996 shares; 2026Q2: 4,005 shares 4,005 $227K 0.07% +9 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,753 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,447 shares; 2026Q2: 2,464 shares 2,464 $216K 0.07% +17 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 570 shares 570 $213K 0.07% new Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER 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: 4,815 shares; 2026Q1: not reported; 2026Q2: 4,447 shares 4,447 $213K 0.07% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,986 shares 2,986 $213K 0.07% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 622 shares 622 $212K 0.07% new Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,014 shares; 2024Q4: 4,014 shares; 2025Q1: 4,014 shares; 2025Q2: 4,014 shares; 2025Q3: 4,014 shares; 2025Q4: 4,014 shares; 2026Q1: 4,014 shares; 2026Q2: 4,014 shares 4,014 $210K 0.07% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 964 shares; 2024Q4: 985 shares; 2025Q1: 986 shares; 2025Q2: 982 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 940 shares; 2026Q2: 944 shares 944 $208K 0.07% +4 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 271 shares 271 $207K 0.07% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,402 shares 2,402 $203K 0.07% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,159 shares; 2024Q4: 1,164 shares; 2025Q1: 1,168 shares; 2025Q2: 1,172 shares; 2025Q3: 1,177 shares; 2025Q4: 1,182 shares; 2026Q1: 1,185 shares; 2026Q2: 1,189 shares 1,189 $196K 0.06% +4 Timeline XLI 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: 3,284 shares; 2024Q4: 3,299 shares; 2025Q1: 692 shares; 2025Q2: 694 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 955 shares; 2026Q2: 1,021 shares 1,021 $189K 0.06% +66 Timeline FNDF 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: 1,390 shares; 2024Q4: 1,232 shares; 2025Q1: 1,297 shares; 2025Q2: 1,303 shares; 2025Q3: 2,053 shares; 2025Q4: 3,299 shares; 2026Q1: 3,299 shares; 2026Q2: 3,317 shares 3,317 $175K 0.06% +18 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 607 shares; 2024Q4: 607 shares; 2025Q1: 607 shares; 2025Q2: 607 shares; 2025Q3: 607 shares; 2025Q4: 607 shares; 2026Q1: 615 shares; 2026Q2: 615 shares 615 $155K 0.05% 0 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: 467 shares; 2024Q4: 538 shares; 2025Q1: 539 shares; 2025Q2: 554 shares; 2025Q3: 500 shares; 2025Q4: 501 shares; 2026Q1: 502 shares; 2026Q2: 460 shares 460 $139K 0.04% -42 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 950 shares; 2026Q2: 950 shares 950 $131K 0.04% 0 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: 582 shares; 2024Q4: 584 shares; 2025Q1: 469 shares; 2025Q2: 470 shares; 2025Q3: 442 shares; 2025Q4: 886 shares; 2026Q1: 2,558 shares; 2026Q2: 2,315 shares 2,315 $123K 0.04% -243 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 725 shares; 2025Q4: 725 shares; 2026Q1: 725 shares; 2026Q2: 725 shares 725 $107K 0.03% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 627 shares; 2024Q4: 627 shares; 2025Q1: 627 shares; 2025Q2: 627 shares; 2025Q3: 627 shares; 2025Q4: 627 shares; 2026Q1: 627 shares; 2026Q2: 627 shares 627 $103K 0.03% 0 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: 1,591 shares; 2024Q4: 1,596 shares; 2025Q1: 1,601 shares; 2025Q2: 1,605 shares; 2025Q3: 1,610 shares; 2025Q4: 2,209 shares; 2026Q1: 3,938 shares; 2026Q2: 2,214 shares 2,214 $100K 0.03% -1,724 Timeline RPG 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: 1,391 shares; 2024Q4: 1,393 shares; 2025Q1: 1,394 shares; 2025Q2: 1,395 shares; 2025Q3: 1,396 shares; 2025Q4: 1,396 shares; 2026Q1: 1,397 shares; 2026Q2: 1,397 shares 1,397 $89.2K 0.03% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 705 shares; 2026Q2: 1,987 shares 1,987 $87.5K 0.03% +1,282 Timeline XLB 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 6 shares; 2026Q1: 1,540 shares; 2026Q2: 1,711 shares 1,711 $87K 0.03% +171 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,258 shares; 2024Q4: 3,298 shares; 2025Q1: 3,270 shares; 2025Q2: 3,105 shares; 2025Q3: 2,259 shares; 2025Q4: 2,193 shares; 2026Q1: 2,073 shares; 2026Q2: 2,076 shares 2,076 $82.4K 0.03% +3 Timeline IBDU 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: 3,210 shares; 2026Q2: 3,247 shares 3,247 $75.2K 0.02% +37 Timeline IBDV 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: 3,406 shares; 2026Q2: 3,444 shares 3,444 $75.1K 0.02% +38 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $72.9K 0.02% 0 Timeline ERTH 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: 1,700 shares; 2024Q4: 1,570 shares; 2025Q1: 1,572 shares; 2025Q2: 1,580 shares; 2025Q3: 1,587 shares; 2025Q4: 1,594 shares; 2026Q1: 1,463 shares; 2026Q2: 1,475 shares 1,475 $69.8K 0.02% +12 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 1,203 shares; 2026Q2: 1,252 shares 1,252 $67.1K 0.02% +49 Timeline PHO 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: 1,112 shares; 2024Q4: 1,027 shares; 2025Q1: 1,029 shares; 2025Q2: 1,031 shares; 2025Q3: 1,032 shares; 2025Q4: 1,033 shares; 2026Q1: 949 shares; 2026Q2: 950 shares 950 $65.6K 0.02% +1 Timeline SENS SENSEONICS HLDGS INC More: the full row for SENSEONICS 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: 10,928 shares; 2026Q1: 10,928 shares; 2026Q2: 10,928 shares 10,928 $62.1K 0.02% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 960 shares; 2024Q4: 960 shares; 2025Q1: 960 shares; 2025Q2: 960 shares; 2025Q3: 960 shares; 2025Q4: 960 shares; 2026Q1: 960 shares; 2026Q2: 960 shares 960 $51.9K 0.02% 0 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: 485 shares; 2024Q4: 463 shares; 2025Q1: 427 shares; 2025Q2: 430 shares; 2025Q3: 434 shares; 2025Q4: 438 shares; 2026Q1: 441 shares; 2026Q2: 444 shares 444 $48.5K 0.02% +3 Timeline SCHZ 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: 1,297 shares; 2024Q4: 2,622 shares; 2025Q1: 2,638 shares; 2025Q2: 2,832 shares; 2025Q3: 2,327 shares; 2025Q4: 2,026 shares; 2026Q1: 2,039 shares; 2026Q2: 2,058 shares 2,058 $47.6K 0.02% +19 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: 1,876 shares; 2024Q4: 1,641 shares; 2025Q1: 632 shares; 2025Q2: 143 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 961 shares; 2026Q2: 296 shares 296 $47K 0.02% -665 Timeline XLY 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: 423 shares; 2024Q4: 424 shares; 2025Q1: 425 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 4 shares; 2026Q1: 443 shares; 2026Q2: 383 shares 383 $44.9K 0.01% -60 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 426 shares; 2026Q2: 403 shares 403 $43.2K 0.01% -23 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 599 shares; 2024Q4: 474 shares; 2025Q1: 474 shares; 2025Q2: 478 shares; 2025Q3: 478 shares; 2025Q4: 480 shares; 2026Q1: 372 shares; 2026Q2: 374 shares 374 $32.8K 0.01% +2 Timeline PBW 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: 3,550 shares; 2024Q4: 3,578 shares; 2025Q1: 2,758 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 740 shares; 2026Q1: 740 shares; 2026Q2: 740 shares 740 $28.9K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 123 shares; 2026Q1: 123 shares; 2026Q2: 123 shares 123 $27.9K 0.01% 0 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: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares; 2026Q2: 305 shares 305 $26.8K 0.01% +244 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: 35 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 53 shares 53 $10.5K <0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 52 shares 52 $9.86K <0.01% 0 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: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29 shares; 2026Q2: 29 shares 29 $9.81K <0.01% 0 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 329 shares; 2024Q4: 333 shares; 2025Q1: 207 shares; 2025Q2: 209 shares; 2025Q3: 212 shares; 2025Q4: 214 shares; 2026Q1: 216 shares; 2026Q2: 219 shares 219 $9.51K <0.01% +3 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: 132 shares; 2024Q4: 133 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 135 shares; 2025Q4: 104 shares; 2026Q1: 1,251 shares; 2026Q2: 105 shares 105 $8.71K <0.01% -1,146 Timeline IEF 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: 91 shares; 2026Q1: 91 shares; 2026Q2: 91 shares 91 $8.61K <0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares 24 $8.25K <0.01% 0 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 250 shares 250 $7.93K <0.01% new Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $7.63K <0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $6.93K <0.01% 0 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: 258 shares; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 57 shares 57 $5.5K <0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $4.64K <0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 730 shares; 2024Q4: 730 shares; 2025Q1: 730 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $4.54K <0.01% 0 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: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 43 shares; 2026Q2: 43 shares 43 $3.94K <0.01% 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: 147 shares; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 147 shares; 2026Q1: 147 shares; 2026Q2: 147 shares 147 $3.35K <0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 922 shares; 2024Q4: 922 shares; 2025Q1: 922 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $3.01K <0.01% 0 Timeline SCHF 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: 35 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $1.94K <0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48 shares; 2026Q2: 48 shares 48 $1.74K <0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $1.32K <0.01% 0 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: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares 11 $903 <0.01% 0 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: 1,172 shares; 2024Q4: 1,187 shares; 2025Q1: 939 shares; 2025Q2: 275 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 14 shares; 2026Q2: 14 shares 14 $656 <0.01% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $270 <0.01% 0 Timeline