AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 25,247 shares; 2025Q3: 24,894 shares; 2025Q4: 23,930 shares; 2026Q1: 23,545 shares; 2026Q2: 23,357 shares 23,357 $6.76M 6.03% -188 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 69,706 shares; 2025Q3: 70,796 shares; 2025Q4: 69,842 shares; 2026Q1: 69,322 shares; 2026Q2: 70,772 shares 70,772 $5.59M 4.99% +1,450 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 67,553 shares; 2025Q3: 79,643 shares; 2025Q4: 92,128 shares; 2026Q1: 99,828 shares; 2026Q2: 106,000 shares 106,000 $5.35M 4.77% +6,172 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 12,987 shares; 2025Q3: 12,907 shares; 2025Q4: 12,928 shares; 2026Q1: 13,034 shares; 2026Q2: 13,034 shares 13,034 $4.66M 4.16% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 101,698 shares; 2025Q3: 98,983 shares; 2025Q4: 103,263 shares; 2026Q1: 105,388 shares; 2026Q2: 106,753 shares 106,753 $4.06M 3.62% +1,365 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,963 shares; 2025Q3: 7,836 shares; 2025Q4: 7,796 shares; 2026Q1: 7,736 shares; 2026Q2: 6,919 shares 6,919 $2.99M 2.66% -817 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,350 shares; 2025Q3: 21,373 shares; 2025Q4: 39,473 shares; 2026Q1: 49,059 shares; 2026Q2: 64,091 shares 64,091 $2.88M 2.57% +15,032 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 45,111 shares; 2025Q3: 46,162 shares; 2025Q4: 48,302 shares; 2026Q1: 52,307 shares; 2026Q2: 52,983 shares 52,983 $2.8M 2.49% +676 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,213 shares; 2025Q3: 6,289 shares; 2025Q4: 6,627 shares; 2026Q1: 7,120 shares; 2026Q2: 7,466 shares 7,466 $2.79M 2.48% +346 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 23,522 shares; 2025Q3: 23,266 shares; 2025Q4: 23,961 shares; 2026Q1: 24,516 shares; 2026Q2: 25,068 shares 25,068 $2.49M 2.22% +552 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 17,478 shares; 2025Q3: 22,392 shares; 2025Q4: 22,647 shares; 2026Q1: 23,987 shares; 2026Q2: 23,947 shares 23,947 $2.45M 2.18% -40 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,734 shares; 2025Q3: 8,738 shares; 2025Q4: 8,698 shares; 2026Q1: 9,033 shares; 2026Q2: 9,885 shares 9,885 $2.36M 2.1% +852 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 28,179 shares; 2025Q3: 28,179 shares; 2025Q4: 28,570 shares; 2026Q1: 28,561 shares; 2026Q2: 28,561 shares 28,561 $2.35M 2.09% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,551 shares; 2025Q3: 7,401 shares; 2025Q4: 8,343 shares; 2026Q1: 9,113 shares; 2026Q2: 10,453 shares 10,453 $2.09M 1.87% +1,340 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,050 shares; 2025Q3: 15,059 shares; 2025Q4: 22,842 shares; 2026Q1: 18,225 shares; 2026Q2: 19,437 shares 19,437 $1.96M 1.75% +1,212 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,367 shares; 2025Q3: 3,351 shares; 2025Q4: 3,384 shares; 2026Q1: 3,439 shares; 2026Q2: 3,459 shares 3,459 $1.95M 1.74% +20 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,902 shares; 2025Q3: 7,772 shares; 2025Q4: 7,590 shares; 2026Q1: 7,590 shares; 2026Q2: 7,520 shares 7,520 $1.71M 1.52% -70 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 26,722 shares; 2025Q3: 26,722 shares; 2025Q4: 25,933 shares; 2026Q1: 25,485 shares; 2026Q2: 25,274 shares 25,274 $1.7M 1.52% -211 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 17,916 shares; 2025Q3: 17,730 shares; 2025Q4: 17,117 shares; 2026Q1: 17,199 shares; 2026Q2: 15,284 shares 15,284 $1.68M 1.5% -1,915 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,265 shares; 2025Q3: 2,247 shares; 2025Q4: 2,169 shares; 2026Q1: 2,169 shares; 2026Q2: 2,150 shares 2,150 $1.61M 1.44% -19 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 18,276 shares; 2025Q3: 17,726 shares; 2025Q4: 17,794 shares; 2026Q1: 17,224 shares; 2026Q2: 17,089 shares 17,089 $1.57M 1.4% -135 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 109,627 shares; 2025Q3: 109,576 shares; 2025Q4: 107,823 shares; 2026Q1: 87,135 shares; 2026Q2: 83,224 shares 83,224 $1.56M 1.39% -3,911 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,775 shares; 2025Q3: 4,575 shares; 2025Q4: 4,551 shares; 2026Q1: 4,551 shares; 2026Q2: 4,551 shares 4,551 $1.54M 1.37% 0 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 18,915 shares; 2025Q3: 18,595 shares; 2025Q4: 18,545 shares; 2026Q1: 18,348 shares; 2026Q2: 17,605 shares 17,605 $1.37M 1.22% -743 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,970 shares; 2025Q3: 11,061 shares; 2025Q4: 10,852 shares; 2026Q1: 10,849 shares; 2026Q2: 9,658 shares 9,658 $1.35M 1.21% -1,191 Timeline FNDC 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 28,259 shares; 2025Q3: 27,814 shares; 2025Q4: 28,167 shares; 2026Q1: 27,992 shares; 2026Q2: 26,497 shares 26,497 $1.29M 1.15% -1,495 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 21,211 shares; 2025Q3: 21,225 shares; 2025Q4: 20,595 shares; 2026Q1: 20,604 shares; 2026Q2: 20,385 shares 20,385 $1.07M 0.95% -219 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 13,597 shares; 2025Q3: 13,977 shares; 2025Q4: 13,727 shares; 2026Q1: 13,627 shares; 2026Q2: 13,627 shares 13,627 $1.05M 0.94% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,106 shares; 2025Q3: 916 shares; 2025Q4: 905 shares; 2026Q1: 905 shares; 2026Q2: 851 shares 851 $964K 0.86% -54 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,672 shares; 2025Q3: 7,672 shares; 2025Q4: 7,632 shares; 2026Q1: 6,951 shares; 2026Q2: 6,861 shares 6,861 $941K 0.84% -90 Timeline SCHP 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 18,174 shares; 2025Q3: 20,364 shares; 2025Q4: 29,169 shares; 2026Q1: 30,494 shares; 2026Q2: 30,261 shares 30,261 $802K 0.72% -233 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 15,570 shares; 2025Q3: 15,570 shares; 2025Q4: 15,570 shares; 2026Q1: 15,570 shares; 2026Q2: 15,570 shares 15,570 $795K 0.71% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,390 shares; 2025Q3: 6,920 shares; 2025Q4: 6,920 shares; 2026Q1: 6,114 shares; 2026Q2: 5,859 shares 5,859 $753K 0.67% -255 Timeline LEO BNY MELLON STRATEGIC MUNS IN More: the full row for BNY MELLON STRATEGIC MUNS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 123,038 shares; 2025Q3: 119,038 shares; 2025Q4: 119,038 shares; 2026Q1: 119,038 shares; 2026Q2: 116,438 shares 116,438 $752K 0.67% -2,600 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,210 shares; 2025Q3: 3,210 shares; 2025Q4: 3,210 shares; 2026Q1: 3,471 shares; 2026Q2: 3,701 shares 3,701 $742K 0.66% +230 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 17,155 shares; 2025Q3: 17,111 shares; 2025Q4: 18,197 shares; 2026Q1: 18,457 shares; 2026Q2: 18,082 shares 18,082 $717K 0.64% -375 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,992 shares; 2025Q3: 1,992 shares; 2025Q4: 1,915 shares; 2026Q1: 1,864 shares; 2026Q2: 1,864 shares 1,864 $704K 0.63% 0 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 6,145 shares; 2025Q4: 9,045 shares; 2026Q1: 9,198 shares; 2026Q2: 9,198 shares 9,198 $703K 0.63% 0 Timeline SCHO 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 28,437 shares; 2025Q3: 28,537 shares; 2025Q4: 28,412 shares; 2026Q1: 28,397 shares; 2026Q2: 28,192 shares 28,192 $681K 0.61% -205 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 752 shares; 2025Q3: 727 shares; 2025Q4: 717 shares; 2026Q1: 717 shares; 2026Q2: 627 shares 627 $668K 0.6% -90 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,247 shares; 2026Q1: 53,148 shares; 2026Q2: 137,252 shares 137,252 $667K 0.6% +84,104 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,437 shares; 2025Q3: 5,437 shares; 2025Q4: 5,309 shares; 2026Q1: 4,844 shares; 2026Q2: 4,844 shares 4,844 $662K 0.59% 0 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 825 shares; 2025Q3: not reported; 2025Q4: 720 shares; 2026Q1: 656 shares; 2026Q2: 564 shares 564 $651K 0.58% -92 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,075 shares; 2025Q3: 3,005 shares; 2025Q4: 3,005 shares; 2026Q1: 3,005 shares; 2026Q2: 2,965 shares 2,965 $633K 0.56% -40 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 26,068 shares; 2025Q3: 24,218 shares; 2025Q4: 26,234 shares; 2026Q1: 25,786 shares; 2026Q2: 25,792 shares 25,792 $621K 0.55% +6 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,416 shares; 2025Q3: 1,396 shares; 2025Q4: 1,199 shares; 2026Q1: 1,199 shares; 2026Q2: 1,199 shares 1,199 $600K 0.54% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,554 shares; 2025Q3: 10,028 shares; 2025Q4: 10,228 shares; 2026Q1: 10,228 shares; 2026Q2: 10,228 shares 10,228 $589K 0.53% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 17,820 shares; 2025Q3: 17,580 shares; 2025Q4: 18,270 shares; 2026Q1: 18,410 shares; 2026Q2: 18,879 shares 18,879 $587K 0.52% +469 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 30,700 shares; 2025Q3: 30,700 shares; 2025Q4: 30,700 shares; 2026Q1: 30,700 shares; 2026Q2: 30,700 shares 30,700 $587K 0.52% 0 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,150 shares; 2025Q3: 4,150 shares; 2025Q4: 4,150 shares; 2026Q1: 4,270 shares; 2026Q2: 4,372 shares 4,372 $543K 0.48% +102 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,423 shares; 2025Q3: 3,423 shares; 2025Q4: 3,543 shares; 2026Q1: 3,543 shares; 2026Q2: 3,558 shares 3,558 $528K 0.47% +15 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,878 shares; 2025Q3: 1,878 shares; 2025Q4: 1,879 shares; 2026Q1: 1,879 shares; 2026Q2: 1,854 shares 1,854 $521K 0.46% -25 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 9,004 shares; 2025Q3: 7,864 shares; 2025Q4: 7,364 shares; 2026Q1: 6,239 shares; 2026Q2: 6,239 shares 6,239 $514K 0.46% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,005 shares; 2025Q3: 6,060 shares; 2025Q4: 6,060 shares; 2026Q1: 6,060 shares; 2026Q2: 6,060 shares 6,060 $513K 0.46% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,229 shares; 2025Q3: 1,479 shares; 2025Q4: 2,015 shares; 2026Q1: 2,405 shares; 2026Q2: 2,480 shares 2,480 $508K 0.45% +75 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,983 shares; 2025Q3: 5,583 shares; 2025Q4: 5,468 shares; 2026Q1: 5,468 shares; 2026Q2: 4,310 shares 4,310 $506K 0.45% -1,158 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,419 shares; 2025Q3: 1,368 shares; 2025Q4: 1,368 shares; 2026Q1: 1,422 shares; 2026Q2: 1,422 shares 1,422 $488K 0.44% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,243 shares; 2025Q3: 1,885 shares; 2025Q4: 1,885 shares; 2026Q1: 1,885 shares; 2026Q2: 1,885 shares 1,885 $479K 0.43% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 18,146 shares; 2025Q3: 19,496 shares; 2025Q4: 20,166 shares; 2026Q1: 19,652 shares; 2026Q2: 19,472 shares 19,472 $478K 0.43% -180 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 10,464 shares; 2025Q3: 8,679 shares; 2025Q4: 7,899 shares; 2026Q1: 7,599 shares; 2026Q2: 4,619 shares 4,619 $478K 0.43% -2,980 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,644 shares; 2025Q3: 8,303 shares; 2025Q4: 10,478 shares; 2026Q1: 11,048 shares; 2026Q2: 11,048 shares 11,048 $477K 0.43% 0 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 12,440 shares; 2025Q3: 13,540 shares; 2025Q4: 16,665 shares; 2026Q1: 17,525 shares; 2026Q2: 17,645 shares 17,645 $474K 0.42% +120 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 772 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 647 shares; 2026Q2: 647 shares 647 $468K 0.42% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 15,491 shares; 2025Q3: 15,491 shares; 2025Q4: 15,891 shares; 2026Q1: 15,711 shares; 2026Q2: 15,651 shares 15,651 $461K 0.41% -60 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 104,982 shares; 2025Q3: 90,489 shares; 2025Q4: 75,855 shares; 2026Q1: 56,342 shares; 2026Q2: 44,104 shares 44,104 $460K 0.41% -12,238 Timeline EMF TEMPLETON EMERGING MKTS FD More: the full row for TEMPLETON EMERGING MKTS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 78,884 shares; 2025Q3: 76,469 shares; 2025Q4: 63,569 shares; 2026Q1: 35,755 shares; 2026Q2: 19,379 shares 19,379 $450K 0.4% -16,376 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 23,270 shares; 2025Q3: 23,520 shares; 2025Q4: 19,020 shares; 2026Q1: 19,190 shares; 2026Q2: 18,990 shares 18,990 $449K 0.4% -200 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,700 shares 2,700 $438K 0.39% new Timeline SBI WESTERN ASSET INTER MUNI More: the full row for WESTERN ASSET INTER MUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 130,531 shares; 2025Q3: 104,579 shares; 2025Q4: 94,791 shares; 2026Q1: 86,839 shares; 2026Q2: 55,335 shares 55,335 $435K 0.39% -31,504 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 703 shares; 2025Q3: 1,408 shares; 2025Q4: 1,399 shares; 2026Q1: 1,343 shares; 2026Q2: 1,330 shares 1,330 $435K 0.39% -13 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 14,080 shares; 2025Q3: 13,118 shares; 2025Q4: 11,732 shares; 2026Q1: 11,732 shares; 2026Q2: 9,094 shares 9,094 $426K 0.38% -2,638 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 664 shares; 2025Q3: 1,207 shares; 2025Q4: 1,207 shares; 2026Q1: 1,187 shares; 2026Q2: 1,187 shares 1,187 $419K 0.37% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,836 shares; 2025Q3: 3,703 shares; 2025Q4: 3,473 shares; 2026Q1: 2,898 shares; 2026Q2: 2,809 shares 2,809 $411K 0.37% -89 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,170 shares; 2025Q3: 1,110 shares; 2025Q4: 1,110 shares; 2026Q1: 1,110 shares; 2026Q2: 1,110 shares 1,110 $392K 0.35% 0 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,058 shares; 2026Q2: 2,058 shares 2,058 $390K 0.35% 0 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,770 shares; 2025Q3: 2,800 shares; 2025Q4: 3,000 shares; 2026Q1: 3,225 shares; 2026Q2: 3,225 shares 3,225 $389K 0.35% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,298 shares; 2025Q3: 3,225 shares; 2025Q4: 3,225 shares; 2026Q1: 3,225 shares; 2026Q2: 3,217 shares 3,217 $365K 0.33% -8 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,850 shares; 2025Q3: 5,635 shares; 2025Q4: 5,535 shares; 2026Q1: 3,915 shares; 2026Q2: 4,315 shares 4,315 $361K 0.32% +400 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,585 shares; 2025Q3: not reported; 2025Q4: 2,995 shares; 2026Q1: 2,995 shares; 2026Q2: 2,995 shares 2,995 $354K 0.32% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,385 shares; 2025Q3: 3,811 shares; 2025Q4: 4,361 shares; 2026Q1: 6,001 shares; 2026Q2: 4,701 shares 4,701 $339K 0.3% -1,300 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,948 shares; 2025Q3: 2,793 shares; 2025Q4: 2,823 shares; 2026Q1: 2,823 shares; 2026Q2: 2,973 shares 2,973 $334K 0.3% +150 Timeline AFB ALLIANCEBERNSTEIN NATL MUN I More: the full row for ALLIANCEBERNSTEIN NATL MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 42,918 shares; 2025Q3: 38,749 shares; 2025Q4: 46,787 shares; 2026Q1: 50,291 shares; 2026Q2: 28,481 shares 28,481 $325K 0.29% -21,810 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,717 shares; 2025Q3: not reported; 2025Q4: 3,513 shares; 2026Q1: 3,338 shares; 2026Q2: 3,308 shares 3,308 $318K 0.28% -30 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 801 shares; 2025Q3: 852 shares; 2025Q4: 852 shares; 2026Q1: 852 shares; 2026Q2: 852 shares 852 $315K 0.28% 0 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,950 shares; 2025Q3: 8,070 shares; 2025Q4: 8,070 shares; 2026Q1: 8,070 shares; 2026Q2: 8,070 shares 8,070 $314K 0.28% 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,755 shares; 2025Q3: 2,755 shares; 2025Q4: 3,255 shares; 2026Q1: 3,255 shares; 2026Q2: 3,160 shares 3,160 $313K 0.28% -95 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,815 shares 1,815 $310K 0.28% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 64,458 shares; 2025Q3: 64,458 shares; 2025Q4: 58,383 shares; 2026Q1: 53,050 shares; 2026Q2: 53,050 shares 53,050 $309K 0.28% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,300 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,120 shares; 2026Q2: 1,040 shares 1,040 $305K 0.27% -80 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,259 shares; 2025Q3: 5,259 shares; 2025Q4: 5,259 shares; 2026Q1: 5,259 shares; 2026Q2: 5,259 shares 5,259 $300K 0.27% 0 Timeline VNQI 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 12,067 shares; 2025Q3: 9,677 shares; 2025Q4: 7,192 shares; 2026Q1: 6,952 shares; 2026Q2: 6,575 shares 6,575 $295K 0.26% -377 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,169 shares; 2025Q3: 1,169 shares; 2025Q4: 1,169 shares; 2026Q1: 1,169 shares; 2026Q2: 1,169 shares 1,169 $294K 0.26% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 10,084 shares; 2025Q3: 9,984 shares; 2025Q4: 9,784 shares; 2026Q1: 9,694 shares; 2026Q2: 9,611 shares 9,611 $293K 0.26% -83 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 504 shares; 2025Q3: 376 shares; 2025Q4: 376 shares; 2026Q1: 336 shares; 2026Q2: 289 shares 289 $292K 0.26% -47 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,690 shares; 2025Q3: 2,610 shares; 2025Q4: 2,610 shares; 2026Q1: 2,790 shares; 2026Q2: 2,550 shares 2,550 $290K 0.26% -240 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,564 shares; 2026Q2: 6,731 shares 6,731 $282K 0.25% +1,167 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 362 shares; 2025Q3: 422 shares; 2025Q4: 422 shares; 2026Q1: 423 shares; 2026Q2: 409 shares 409 $281K 0.25% -14 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,340 shares; 2025Q3: 5,050 shares; 2025Q4: 5,390 shares; 2026Q1: 5,390 shares; 2026Q2: 5,535 shares 5,535 $278K 0.25% +145 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 900 shares; 2025Q3: 917 shares; 2025Q4: 968 shares; 2026Q1: 973 shares; 2026Q2: 3,422 shares 3,422 $276K 0.25% +2,449 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,790 shares; 2025Q3: 7,650 shares; 2025Q4: 7,050 shares; 2026Q1: 7,050 shares; 2026Q2: 5,750 shares 5,750 $275K 0.24% -1,300 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,880 shares; 2025Q3: 2,880 shares; 2025Q4: not reported; 2026Q1: 3,660 shares; 2026Q2: 3,660 shares 3,660 $272K 0.24% 0 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,706 shares; 2025Q3: 11,706 shares; 2025Q4: 11,606 shares; 2026Q1: 11,506 shares; 2026Q2: 11,506 shares 11,506 $271K 0.24% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,939 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,939 shares 1,939 $271K 0.24% new Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,860 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,860 shares 1,860 $269K 0.24% new Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,962 shares; 2025Q3: 2,962 shares; 2025Q4: 2,177 shares; 2026Q1: 2,177 shares; 2026Q2: 2,177 shares 2,177 $265K 0.24% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,050 shares; 2025Q3: 4,050 shares; 2025Q4: 4,050 shares; 2026Q1: 4,170 shares; 2026Q2: 4,485 shares 4,485 $265K 0.24% +315 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 12,710 shares; 2025Q3: 12,290 shares; 2025Q4: 11,954 shares; 2026Q1: 11,954 shares; 2026Q2: 11,954 shares 11,954 $256K 0.23% 0 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 10,390 shares; 2025Q3: 10,390 shares; 2025Q4: 10,690 shares; 2026Q1: 10,690 shares; 2026Q2: 10,490 shares 10,490 $252K 0.22% -200 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,583 shares 1,583 $248K 0.22% new 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 507 shares; 2025Q3: 710 shares; 2025Q4: 700 shares; 2026Q1: 685 shares; 2026Q2: 685 shares 685 $248K 0.22% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 874 shares; 2025Q3: 1,827 shares; 2025Q4: 1,827 shares; 2026Q1: 1,827 shares; 2026Q2: 1,827 shares 1,827 $247K 0.22% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,059 shares; 2025Q3: 4,759 shares; 2025Q4: 4,834 shares; 2026Q1: 4,874 shares; 2026Q2: 4,874 shares 4,874 $247K 0.22% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,361 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,565 shares 2,565 $243K 0.22% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 265 shares; 2025Q3: 514 shares; 2025Q4: 495 shares; 2026Q1: 475 shares; 2026Q2: 475 shares 475 $238K 0.21% 0 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 985 shares 985 $237K 0.21% new 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 809 shares; 2025Q3: 1,631 shares; 2025Q4: 1,631 shares; 2026Q1: 1,616 shares; 2026Q2: 1,616 shares 1,616 $237K 0.21% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,395 shares; 2025Q3: 3,065 shares; 2025Q4: 3,065 shares; 2026Q1: not reported; 2026Q2: 3,065 shares 3,065 $233K 0.21% new 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 696 shares; 2025Q3: 1,221 shares; 2025Q4: 1,221 shares; 2026Q1: 1,221 shares; 2026Q2: 1,221 shares 1,221 $232K 0.21% 0 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,873 shares; 2025Q3: 3,763 shares; 2025Q4: 3,763 shares; 2026Q1: not reported; 2026Q2: 3,763 shares 3,763 $231K 0.21% new Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,739 shares; 2025Q3: 6,739 shares; 2025Q4: 6,739 shares; 2026Q1: 8,369 shares; 2026Q2: 7,404 shares 7,404 $228K 0.2% -965 Timeline FLC FLAHERTY & CRUMRINE TOTAL RE More: the full row for FLAHERTY & CRUMRINE TOTAL RE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 683 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,886 shares 12,886 $218K 0.19% new Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,970 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,005 shares 3,005 $217K 0.19% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 829 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,761 shares 2,761 $216K 0.19% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 560 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 560 shares 560 $205K 0.18% new Timeline PFO FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,759 shares 16,759 $155K 0.14% new Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,073 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,327 shares 12,327 $137K 0.12% new Timeline VFL ABRDN NATL MUN INCOME FD More: the full row for ABRDN NATL MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 12,564 shares; 2025Q3: not reported; 2025Q4: 12,218 shares; 2026Q1: 12,218 shares; 2026Q2: 10,412 shares 10,412 $108K 0.1% -1,806 Timeline ARRAY TECHNOLOGIES INC ARRAY TECHNOLOGIES INC More: the full row for ARRAY TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 21,000 shares; 2025Q4: 21,000 shares; 2026Q1: 21,000 shares; 2026Q2: 21,000 shares 21,000 $19.5K 0.02% 0 BRIDGEBIO PHARMA INC BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $17.9K 0.02% 0 CENTERPOINT ENERGY INC CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares; 2026Q2: 14,000 shares 14,000 $17K 0.02% 0 SPWH SPORTSMANS WHSE HLDGS INC More: the full row for SPORTSMANS WHSE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 36,557 shares; 2025Q3: 18,748 shares; 2025Q4: 11,798 shares; 2026Q1: 11,798 shares; 2026Q2: 11,798 shares 11,798 $15.7K 0.01% 0 Timeline LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $12.5K 0.01% 0