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: 359,923 shares; 2024Q4: 383,944 shares; 2025Q1: 379,539 shares; 2025Q2: 336,725 shares; 2025Q3: 296,122 shares; 2025Q4: 296,726 shares; 2026Q1: 369,600 shares; 2026Q2: 395,334 shares 395,334 $120M 7.14% +25,734 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: 1,104,984 shares; 2024Q4: 1,252,681 shares; 2025Q1: 1,211,502 shares; 2025Q2: 919,348 shares; 2025Q3: 892,128 shares; 2025Q4: 935,788 shares; 2026Q1: 980,458 shares; 2026Q2: 976,001 shares 976,001 $96.6M 5.75% -4,457 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: 303,094 shares; 2024Q4: 328,840 shares; 2025Q1: 331,125 shares; 2025Q2: 332,776 shares; 2025Q3: 332,423 shares; 2025Q4: 319,438 shares; 2026Q1: 299,831 shares; 2026Q2: 1,072,063 shares 1,072,063 $86.4M 5.14% +772,232 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 322,436 shares; 2024Q4: 644,478 shares; 2025Q1: 775,036 shares; 2025Q2: 784,877 shares; 2025Q3: 1,010,356 shares; 2025Q4: 1,078,654 shares; 2026Q1: 1,537,458 shares; 2026Q2: 1,287,710 shares 1,287,710 $74.9M 4.46% -249,748 Timeline JPST 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: 498,676 shares; 2024Q4: 701,224 shares; 2025Q1: 854,218 shares; 2025Q2: 811,134 shares; 2025Q3: 742,101 shares; 2025Q4: 820,320 shares; 2026Q1: 1,405,198 shares; 2026Q2: 1,300,703 shares 1,300,703 $65.8M 3.92% -104,495 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: 575,239 shares; 2024Q4: 428,161 shares; 2025Q1: 468,459 shares; 2025Q2: 713,393 shares; 2025Q3: 745,706 shares; 2025Q4: 605,968 shares; 2026Q1: 630,785 shares; 2026Q2: 629,126 shares 629,126 $65.4M 3.89% -1,659 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: 125,151 shares; 2024Q4: 132,141 shares; 2025Q1: 128,829 shares; 2025Q2: 134,022 shares; 2025Q3: 137,537 shares; 2025Q4: 140,010 shares; 2026Q1: 125,817 shares; 2026Q2: 728,319 shares 728,319 $62.7M 3.74% +602,502 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: 251,543 shares; 2024Q4: 270,083 shares; 2025Q1: 290,853 shares; 2025Q2: 299,061 shares; 2025Q3: 331,479 shares; 2025Q4: 343,484 shares; 2026Q1: 282,711 shares; 2026Q2: 280,219 shares 280,219 $61.1M 3.64% -2,492 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,874 shares; 2024Q4: 454,087 shares; 2025Q1: 470,487 shares; 2025Q2: 161,399 shares; 2025Q3: 159,666 shares; 2025Q4: 552,313 shares; 2026Q1: 672,138 shares; 2026Q2: 690,696 shares 690,696 $41.2M 2.46% +18,558 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: 52,149 shares; 2024Q4: 52,038 shares; 2025Q1: 52,071 shares; 2025Q2: 51,104 shares; 2025Q3: 50,890 shares; 2025Q4: 50,283 shares; 2026Q1: 50,111 shares; 2026Q2: 50,303 shares 50,303 $37.6M 2.24% +192 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: 107,867 shares; 2024Q4: 107,195 shares; 2025Q1: 109,755 shares; 2025Q2: 107,437 shares; 2025Q3: 105,296 shares; 2025Q4: 106,267 shares; 2026Q1: 103,266 shares; 2026Q2: 107,001 shares 107,001 $31M 1.84% +3,735 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,349 shares; 2024Q4: 3,315 shares; 2025Q1: 2,085 shares; 2025Q2: 2,085 shares; 2025Q3: 2,085 shares; 2025Q4: 2,085 shares; 2026Q1: 2,085 shares; 2026Q2: 288,636 shares 288,636 $29.5M 1.76% +286,551 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: 176,910 shares; 2024Q4: 152,837 shares; 2025Q1: 121,462 shares; 2025Q2: 125,398 shares; 2025Q3: 128,905 shares; 2025Q4: 125,413 shares; 2026Q1: 118,633 shares; 2026Q2: 124,608 shares 124,608 $24.9M 1.49% +5,975 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: 48,900 shares; 2024Q4: 60,338 shares; 2025Q1: 64,422 shares; 2025Q2: 65,674 shares; 2025Q3: 65,587 shares; 2025Q4: 68,399 shares; 2026Q1: 67,140 shares; 2026Q2: 68,968 shares 68,968 $23.7M 1.41% +1,828 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: 213,509 shares; 2024Q4: 216,853 shares; 2025Q1: 221,744 shares; 2025Q2: 221,752 shares; 2025Q3: 265,894 shares; 2025Q4: 271,827 shares; 2026Q1: 286,873 shares; 2026Q2: 281,825 shares 281,825 $22.3M 1.33% -5,048 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,192 shares; 2024Q4: 32,192 shares; 2025Q1: 32,290 shares; 2025Q2: 32,237 shares; 2025Q3: 32,194 shares; 2025Q4: 32,124 shares; 2026Q1: 31,740 shares; 2026Q2: 31,534 shares 31,534 $22.2M 1.32% -206 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: 25,274 shares; 2024Q4: 25,614 shares; 2025Q1: 25,861 shares; 2025Q2: 26,627 shares; 2025Q3: 28,019 shares; 2025Q4: 29,022 shares; 2026Q1: 28,453 shares; 2026Q2: 28,418 shares 28,418 $21.3M 1.27% -35 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,800 shares; 2024Q4: 5,800 shares; 2025Q1: 6,490 shares; 2025Q2: 281,002 shares; 2025Q3: 234,986 shares; 2025Q4: 256,603 shares; 2026Q1: 269,320 shares; 2026Q2: 276,615 shares 276,615 $21.2M 1.26% +7,295 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,550 shares; 2024Q4: 125,845 shares; 2025Q1: 125,845 shares; 2025Q2: 125,845 shares; 2025Q3: 125,845 shares; 2025Q4: 124,045 shares; 2026Q1: 124,006 shares; 2026Q2: 123,362 shares 123,362 $19.5M 1.16% -644 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: 122,742 shares; 2024Q4: 122,565 shares; 2025Q1: 120,487 shares; 2025Q2: 126,039 shares; 2025Q3: 123,041 shares; 2025Q4: 120,811 shares; 2026Q1: 124,552 shares; 2026Q2: 124,327 shares 124,327 $19.4M 1.16% -225 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: 72,866 shares; 2024Q4: 73,181 shares; 2025Q1: 74,457 shares; 2025Q2: 75,674 shares; 2025Q3: 76,108 shares; 2025Q4: 76,608 shares; 2026Q1: 79,932 shares; 2026Q2: 80,099 shares 80,099 $18.2M 1.08% +167 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: 207,740 shares; 2024Q4: 225,997 shares; 2025Q1: 222,267 shares; 2025Q2: 220,392 shares; 2025Q3: 205,629 shares; 2025Q4: 194,080 shares; 2026Q1: 195,223 shares; 2026Q2: 180,387 shares 180,387 $17.1M 1.02% -14,836 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: 40,097 shares; 2024Q4: 40,177 shares; 2025Q1: 40,877 shares; 2025Q2: 42,214 shares; 2025Q3: 42,650 shares; 2025Q4: 42,957 shares; 2026Q1: 43,388 shares; 2026Q2: 43,531 shares 43,531 $16.2M 0.97% +143 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: 145,772 shares; 2024Q4: 145,559 shares; 2025Q1: 146,632 shares; 2025Q2: 147,427 shares; 2025Q3: 146,573 shares; 2025Q4: 147,884 shares; 2026Q1: 142,573 shares; 2026Q2: 142,067 shares 142,067 $16.1M 0.96% -506 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: 46,450 shares; 2024Q4: 45,630 shares; 2025Q1: 53,175 shares; 2025Q2: 53,916 shares; 2025Q3: 55,503 shares; 2025Q4: 56,330 shares; 2026Q1: 56,678 shares; 2026Q2: 60,671 shares 60,671 $14.5M 0.86% +3,993 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: 664,437 shares; 2024Q4: 254,011 shares; 2025Q1: 263,729 shares; 2025Q2: 668,097 shares; 2025Q3: 950,297 shares; 2025Q4: 1,023,988 shares; 2026Q1: 285,970 shares; 2026Q2: 273,884 shares 273,884 $14M 0.83% -12,086 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: 33,944 shares; 2024Q4: 36,313 shares; 2025Q1: 36,935 shares; 2025Q2: 36,611 shares; 2025Q3: 36,373 shares; 2025Q4: 35,749 shares; 2026Q1: 35,962 shares; 2026Q2: 35,474 shares 35,474 $13.4M 0.8% -488 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: 37,143 shares; 2024Q4: 38,878 shares; 2025Q1: 40,297 shares; 2025Q2: 39,239 shares; 2025Q3: 40,058 shares; 2025Q4: 39,586 shares; 2026Q1: 36,409 shares; 2026Q2: 36,496 shares 36,496 $13M 0.78% +87 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,412 shares; 2024Q4: 299,423 shares; 2025Q1: 298,379 shares; 2025Q2: 300,167 shares; 2025Q3: 285,856 shares; 2025Q4: 286,059 shares; 2026Q1: 286,258 shares; 2026Q2: 270,801 shares 270,801 $12.5M 0.74% -15,457 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: 21,421 shares; 2024Q4: 22,888 shares; 2025Q1: 22,147 shares; 2025Q2: 24,561 shares; 2025Q3: 25,326 shares; 2025Q4: 25,764 shares; 2026Q1: 27,038 shares; 2026Q2: 26,048 shares 26,048 $12.4M 0.74% -990 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: 30,987 shares; 2024Q4: 30,396 shares; 2025Q1: 35,545 shares; 2025Q2: 36,020 shares; 2025Q3: 36,418 shares; 2025Q4: 36,951 shares; 2026Q1: 35,915 shares; 2026Q2: 35,922 shares 35,922 $11.8M 0.7% +7 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: 126,235 shares; 2024Q4: 122,651 shares; 2025Q1: 117,421 shares; 2025Q2: 111,807 shares; 2025Q3: 108,316 shares; 2025Q4: 103,827 shares; 2026Q1: 85,353 shares; 2026Q2: 83,827 shares 83,827 $11.7M 0.7% -1,526 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: 12,325 shares; 2024Q4: 12,566 shares; 2025Q1: 12,669 shares; 2025Q2: 12,795 shares; 2025Q3: 12,902 shares; 2025Q4: 13,058 shares; 2026Q1: 12,175 shares; 2026Q2: 11,966 shares 11,966 $11.7M 0.7% -209 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: 33,638 shares; 2024Q4: 33,885 shares; 2025Q1: 35,949 shares; 2025Q2: 35,520 shares; 2025Q3: 35,713 shares; 2025Q4: 35,783 shares; 2026Q1: 32,933 shares; 2026Q2: 33,100 shares 33,100 $11.7M 0.7% +167 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: 88,117 shares; 2024Q4: 83,885 shares; 2025Q1: 86,377 shares; 2025Q2: 97,262 shares; 2025Q3: 96,307 shares; 2025Q4: 95,393 shares; 2026Q1: 96,291 shares; 2026Q2: 95,370 shares 95,370 $11.2M 0.67% -921 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: 85,062 shares; 2024Q4: 82,462 shares; 2025Q1: 80,821 shares; 2025Q2: 77,330 shares; 2025Q3: 74,496 shares; 2025Q4: 69,763 shares; 2026Q1: 51,298 shares; 2026Q2: 39,684 shares 39,684 $11.2M 0.66% -11,614 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: 220,219 shares; 2024Q4: 220,214 shares; 2025Q1: 247,440 shares; 2025Q2: 243,786 shares; 2025Q3: 239,340 shares; 2025Q4: 241,782 shares; 2026Q1: 192,724 shares; 2026Q2: 192,024 shares 192,024 $10.9M 0.65% -700 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: 25,320 shares; 2024Q4: 25,300 shares; 2025Q1: 25,597 shares; 2025Q2: 25,895 shares; 2025Q3: 23,308 shares; 2025Q4: 23,005 shares; 2026Q1: 20,427 shares; 2026Q2: 21,423 shares 21,423 $10.7M 0.64% +996 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: 22,188 shares; 2024Q4: 22,808 shares; 2025Q1: 23,264 shares; 2025Q2: 22,738 shares; 2025Q3: 23,845 shares; 2025Q4: 22,556 shares; 2026Q1: 18,606 shares; 2026Q2: 18,525 shares 18,525 $10.4M 0.62% -81 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: 42,442 shares; 2024Q4: 39,709 shares; 2025Q1: 39,165 shares; 2025Q2: 39,369 shares; 2025Q3: 39,121 shares; 2025Q4: 38,574 shares; 2026Q1: 38,707 shares; 2026Q2: 39,431 shares 39,431 $9.92M 0.59% +724 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: 129,984 shares; 2024Q4: 132,617 shares; 2025Q1: 148,408 shares; 2025Q2: 151,839 shares; 2025Q3: 169,951 shares; 2025Q4: 176,307 shares; 2026Q1: 178,736 shares; 2026Q2: 189,106 shares 189,106 $9.91M 0.59% +10,370 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,495 shares; 2024Q4: 148,017 shares; 2025Q1: 150,672 shares; 2025Q2: 149,217 shares; 2025Q3: 141,823 shares; 2025Q4: 141,711 shares; 2026Q1: 133,976 shares; 2026Q2: 141,768 shares 141,768 $9.7M 0.58% +7,792 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,397 shares; 2024Q4: 14,884 shares; 2025Q1: 20,260 shares; 2025Q2: 21,573 shares; 2025Q3: 22,168 shares; 2025Q4: 22,460 shares; 2026Q1: 23,344 shares; 2026Q2: 23,033 shares 23,033 $9.25M 0.55% -311 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: 65,151 shares; 2024Q4: 63,044 shares; 2025Q1: 66,356 shares; 2025Q2: 67,511 shares; 2025Q3: 67,414 shares; 2025Q4: 67,443 shares; 2026Q1: 65,676 shares; 2026Q2: 65,557 shares 65,557 $8.96M 0.53% -119 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: 81,309 shares; 2024Q4: 78,159 shares; 2025Q1: 76,876 shares; 2025Q2: 81,383 shares; 2025Q3: 87,913 shares; 2025Q4: 90,021 shares; 2026Q1: 92,883 shares; 2026Q2: 94,453 shares 94,453 $8.28M 0.49% +1,570 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,413 shares; 2024Q4: 23,481 shares; 2025Q1: 27,631 shares; 2025Q2: 29,741 shares; 2025Q3: 30,769 shares; 2025Q4: 31,865 shares; 2026Q1: 34,116 shares; 2026Q2: 33,856 shares 33,856 $8.04M 0.48% -260 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,766 shares; 2025Q2: 19,356 shares; 2025Q3: 19,356 shares; 2025Q4: 18,771 shares; 2026Q1: 18,706 shares; 2026Q2: 18,524 shares 18,524 $8.03M 0.48% -182 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,000 shares; 2024Q4: 106,000 shares; 2025Q1: 106,000 shares; 2025Q2: 106,000 shares; 2025Q3: 106,000 shares; 2025Q4: 105,325 shares; 2026Q1: 105,325 shares; 2026Q2: 105,325 shares 105,325 $7.73M 0.46% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,140 shares; 2024Q4: 13,028 shares; 2025Q1: 12,708 shares; 2025Q2: 11,687 shares; 2025Q3: 11,742 shares; 2025Q4: 11,267 shares; 2026Q1: 10,002 shares; 2026Q2: 10,349 shares 10,349 $7.62M 0.45% +347 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,903 shares; 2024Q4: 80,293 shares; 2025Q1: 78,401 shares; 2025Q2: 79,017 shares; 2025Q3: 78,555 shares; 2025Q4: 78,836 shares; 2026Q1: 79,005 shares; 2026Q2: 78,838 shares 78,838 $7.55M 0.45% -167 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: 31,964 shares; 2024Q4: 29,637 shares; 2025Q1: 31,242 shares; 2025Q2: 30,485 shares; 2025Q3: 31,731 shares; 2025Q4: 32,698 shares; 2026Q1: 38,047 shares; 2026Q2: 43,443 shares 43,443 $7.2M 0.43% +5,396 Timeline SHM 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: 189,858 shares; 2024Q4: 189,908 shares; 2025Q1: 162,608 shares; 2025Q2: 134,159 shares; 2025Q3: 139,419 shares; 2025Q4: 156,173 shares; 2026Q1: 148,171 shares; 2026Q2: 149,790 shares 149,790 $7.18M 0.43% +1,619 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: 85,436 shares; 2024Q4: 86,902 shares; 2025Q1: 82,455 shares; 2025Q2: 82,969 shares; 2025Q3: 81,853 shares; 2025Q4: 83,749 shares; 2026Q1: 84,842 shares; 2026Q2: 85,975 shares 85,975 $6.99M 0.42% +1,133 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: 9,116 shares; 2024Q4: 9,126 shares; 2025Q1: 9,291 shares; 2025Q2: 7,383 shares; 2025Q3: 6,618 shares; 2025Q4: 7,839 shares; 2026Q1: 26,183 shares; 2026Q2: 26,176 shares 26,176 $6.36M 0.38% -7 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: 21,893 shares; 2024Q4: 20,347 shares; 2025Q1: 20,545 shares; 2025Q2: 20,313 shares; 2025Q3: 20,190 shares; 2025Q4: 19,674 shares; 2026Q1: 18,252 shares; 2026Q2: 17,847 shares 17,847 $6.29M 0.37% -405 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: 25,944 shares; 2024Q4: 23,133 shares; 2025Q1: 16,335 shares; 2025Q2: 15,983 shares; 2025Q3: 15,404 shares; 2025Q4: 14,950 shares; 2026Q1: 17,188 shares; 2026Q2: 17,101 shares 17,101 $6.19M 0.37% -87 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: 20,116 shares; 2024Q4: 21,141 shares; 2025Q1: 22,119 shares; 2025Q2: 22,479 shares; 2025Q3: 22,629 shares; 2025Q4: 22,550 shares; 2026Q1: 19,896 shares; 2026Q2: 19,896 shares 19,896 $6.09M 0.36% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,227 shares; 2024Q4: 14,970 shares; 2025Q1: 23,013 shares; 2025Q2: 22,876 shares; 2025Q3: 23,537 shares; 2025Q4: 24,017 shares; 2026Q1: 23,892 shares; 2026Q2: 22,319 shares 22,319 $6M 0.36% -1,573 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 reported; 2024Q4: 19,828 shares; 2025Q1: 39,615 shares; 2025Q2: 43,535 shares; 2025Q3: 45,317 shares; 2025Q4: 46,296 shares; 2026Q1: 40,243 shares; 2026Q2: 40,286 shares 40,286 $5.9M 0.35% +43 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,919 shares; 2024Q4: 138,143 shares; 2025Q1: 130,890 shares; 2025Q2: 130,367 shares; 2025Q3: 118,922 shares; 2025Q4: 115,639 shares; 2026Q1: 91,202 shares; 2026Q2: 90,031 shares 90,031 $5.6M 0.33% -1,171 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,719 shares; 2024Q4: 178,702 shares; 2025Q1: 159,187 shares; 2025Q2: 151,232 shares; 2025Q3: 156,768 shares; 2025Q4: 163,681 shares; 2026Q1: 153,938 shares; 2026Q2: 119,457 shares 119,457 $5.52M 0.33% -34,481 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,118 shares; 2024Q4: 42,947 shares; 2025Q1: 41,521 shares; 2025Q2: 43,145 shares; 2025Q3: 44,376 shares; 2025Q4: 45,921 shares; 2026Q1: 41,251 shares; 2026Q2: 40,671 shares 40,671 $5.39M 0.32% -580 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: 6,822 shares; 2024Q4: 7,455 shares; 2025Q1: 5,431 shares; 2025Q2: 5,292 shares; 2025Q3: 5,287 shares; 2025Q4: 5,282 shares; 2026Q1: 4,777 shares; 2026Q2: 4,724 shares 4,724 $5.35M 0.32% -53 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,007 shares; 2024Q4: 75,481 shares; 2025Q1: 80,087 shares; 2025Q2: 146,463 shares; 2025Q3: 151,879 shares; 2025Q4: 173,716 shares; 2026Q1: 126,003 shares; 2026Q2: 127,395 shares 127,395 $5.3M 0.32% +1,392 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: 4,829 shares; 2024Q4: 5,079 shares; 2025Q1: 5,701 shares; 2025Q2: 5,954 shares; 2025Q3: 5,985 shares; 2025Q4: 6,035 shares; 2026Q1: 5,564 shares; 2026Q2: 5,507 shares 5,507 $5.15M 0.31% -57 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: 3,564 shares; 2024Q4: 3,369 shares; 2025Q1: 3,677 shares; 2025Q2: 3,853 shares; 2025Q3: 3,724 shares; 2025Q4: 4,224 shares; 2026Q1: 4,246 shares; 2026Q2: 4,278 shares 4,278 $5.13M 0.31% +32 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: 19,852 shares; 2024Q4: 19,578 shares; 2025Q1: 13,680 shares; 2025Q2: 13,290 shares; 2025Q3: 12,899 shares; 2025Q4: 12,829 shares; 2026Q1: 11,968 shares; 2026Q2: 11,968 shares 11,968 $5.1M 0.3% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 4,387 shares; 2025Q2: 7,437 shares; 2025Q3: 7,590 shares; 2025Q4: 7,641 shares; 2026Q1: 7,835 shares; 2026Q2: 7,998 shares 7,998 $5.07M 0.3% +163 Timeline SPHY 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: 258,500 shares; 2024Q4: 258,500 shares; 2025Q1: 258,500 shares; 2025Q2: 258,500 shares; 2025Q3: 258,500 shares; 2025Q4: 256,390 shares; 2026Q1: 213,174 shares; 2026Q2: 213,174 shares 213,174 $5M 0.3% 0 Timeline PZA 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: 641,901 shares; 2024Q4: 393,695 shares; 2025Q1: 379,506 shares; 2025Q2: 279,366 shares; 2025Q3: 267,822 shares; 2025Q4: 232,625 shares; 2026Q1: 213,905 shares; 2026Q2: 208,864 shares 208,864 $4.91M 0.29% -5,041 Timeline BKLN 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: 493,152 shares; 2024Q4: 495,292 shares; 2025Q1: 492,949 shares; 2025Q2: 504,015 shares; 2025Q3: 503,608 shares; 2025Q4: 500,258 shares; 2026Q1: 250,840 shares; 2026Q2: 238,895 shares 238,895 $4.87M 0.29% -11,945 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,905 shares; 2024Q4: 122,244 shares; 2025Q1: 116,895 shares; 2025Q2: 118,449 shares; 2025Q3: 115,857 shares; 2025Q4: 115,993 shares; 2026Q1: 119,254 shares; 2026Q2: 117,848 shares 117,848 $4.77M 0.28% -1,406 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,211 shares; 2024Q4: 218,010 shares; 2025Q1: 217,025 shares; 2025Q2: 217,025 shares; 2025Q3: 216,016 shares; 2025Q4: 216,016 shares; 2026Q1: 170,249 shares; 2026Q2: 170,249 shares 170,249 $4.64M 0.28% 0 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: 33,951 shares; 2024Q4: 33,739 shares; 2025Q1: 34,120 shares; 2025Q2: 33,785 shares; 2025Q3: 30,074 shares; 2025Q4: 30,156 shares; 2026Q1: 28,713 shares; 2026Q2: 29,882 shares 29,882 $4.43M 0.26% +1,169 Timeline SJNK 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: 258,677 shares; 2024Q4: 256,550 shares; 2025Q1: 260,755 shares; 2025Q2: 263,393 shares; 2025Q3: 276,927 shares; 2025Q4: 272,205 shares; 2026Q1: 175,611 shares; 2026Q2: 174,511 shares 174,511 $4.37M 0.26% -1,100 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,334 shares; 2024Q4: 4,930 shares; 2025Q1: 5,259 shares; 2025Q2: 5,476 shares; 2025Q3: 5,822 shares; 2025Q4: 6,074 shares; 2026Q1: 5,595 shares; 2026Q2: 5,603 shares 5,603 $4.23M 0.25% +8 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: 80,000 shares; 2024Q4: 160,000 shares; 2025Q1: 160,000 shares; 2025Q2: 160,000 shares; 2025Q3: 160,000 shares; 2025Q4: 158,130 shares; 2026Q1: 158,130 shares; 2026Q2: 158,130 shares 158,130 $4.19M 0.25% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,017 shares; 2024Q4: 55,204 shares; 2025Q1: 27,337 shares; 2025Q2: 27,206 shares; 2025Q3: 26,888 shares; 2025Q4: 26,836 shares; 2026Q1: 26,388 shares; 2026Q2: 25,560 shares 25,560 $4.01M 0.24% -828 Timeline FTSL 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: 85,000 shares; 2024Q4: 85,000 shares; 2025Q1: 85,000 shares; 2025Q2: 85,000 shares; 2025Q3: 85,000 shares; 2025Q4: 85,000 shares; 2026Q1: 89,000 shares; 2026Q2: 89,000 shares 89,000 $3.98M 0.24% 0 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: 66,629 shares; 2024Q4: 66,629 shares; 2025Q1: 66,514 shares; 2025Q2: 66,514 shares; 2025Q3: 28,014 shares; 2025Q4: 28,014 shares; 2026Q1: 28,014 shares; 2026Q2: 27,939 shares 27,939 $3.84M 0.23% -75 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,482 shares; 2024Q4: 37,422 shares; 2025Q1: 37,422 shares; 2025Q2: 37,422 shares; 2025Q3: 37,162 shares; 2025Q4: 36,943 shares; 2026Q1: 36,917 shares; 2026Q2: 18,677 shares 18,677 $3.78M 0.23% -18,240 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: 13,815 shares; 2024Q4: 13,781 shares; 2025Q1: 13,545 shares; 2025Q2: 13,530 shares; 2025Q3: 13,490 shares; 2025Q4: 15,487 shares; 2026Q1: 14,430 shares; 2026Q2: 14,395 shares 14,395 $3.63M 0.22% -35 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: 9,715 shares; 2024Q4: 7,201 shares; 2025Q1: 7,797 shares; 2025Q2: 5,145 shares; 2025Q3: 5,075 shares; 2025Q4: 10,360 shares; 2026Q1: 13,168 shares; 2026Q2: 14,007 shares 14,007 $3.56M 0.21% +839 Timeline JPIE 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: 62,906 shares; 2024Q4: 79,217 shares; 2025Q1: 75,536 shares; 2025Q2: 70,998 shares; 2025Q3: 64,626 shares; 2025Q4: 64,485 shares; 2026Q1: 73,791 shares; 2026Q2: 74,966 shares 74,966 $3.45M 0.21% +1,175 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: 31,660 shares; 2024Q4: 30,813 shares; 2025Q1: 28,480 shares; 2025Q2: 27,809 shares; 2025Q3: 24,880 shares; 2025Q4: 24,176 shares; 2026Q1: 23,678 shares; 2026Q2: 23,399 shares 23,399 $3.43M 0.2% -279 Timeline FTSM 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: 60,831 shares; 2024Q4: 61,192 shares; 2025Q1: 60,758 shares; 2025Q2: 60,459 shares; 2025Q3: 57,081 shares; 2025Q4: 60,393 shares; 2026Q1: 56,652 shares; 2026Q2: 57,066 shares 57,066 $3.41M 0.2% +414 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,301 shares; 2024Q4: 10,979 shares; 2025Q1: 11,581 shares; 2025Q2: 11,481 shares; 2025Q3: 10,036 shares; 2025Q4: 9,963 shares; 2026Q1: 8,834 shares; 2026Q2: 9,234 shares 9,234 $3.38M 0.2% +400 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: 29,353 shares; 2024Q4: 28,737 shares; 2025Q1: 31,489 shares; 2025Q2: 31,449 shares; 2025Q3: 31,451 shares; 2025Q4: 29,924 shares; 2026Q1: 26,073 shares; 2026Q2: 25,816 shares 25,816 $3.27M 0.19% -257 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,727 shares; 2024Q4: 23,225 shares; 2025Q1: 22,476 shares; 2025Q2: 24,209 shares; 2025Q3: 24,371 shares; 2025Q4: 24,443 shares; 2026Q1: 26,174 shares; 2026Q2: 19,003 shares 19,003 $3.23M 0.19% -7,171 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,502 shares; 2025Q2: 35,062 shares; 2025Q3: 35,016 shares; 2025Q4: 35,155 shares; 2026Q1: 34,723 shares; 2026Q2: 34,684 shares 34,684 $3.08M 0.18% -39 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: 2,823 shares; 2024Q4: 2,802 shares; 2025Q1: 2,813 shares; 2025Q2: 2,813 shares; 2025Q3: 2,821 shares; 2025Q4: 2,806 shares; 2026Q1: 2,664 shares; 2026Q2: 2,661 shares 2,661 $3.07M 0.18% -3 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: 3,698 shares; 2024Q4: 3,317 shares; 2025Q1: 3,248 shares; 2025Q2: 2,899 shares; 2025Q3: 2,971 shares; 2025Q4: 3,009 shares; 2026Q1: 2,807 shares; 2026Q2: 2,854 shares 2,854 $3.04M 0.18% +47 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,392 shares; 2025Q2: 49,329 shares; 2025Q3: 52,599 shares; 2025Q4: 57,059 shares; 2026Q1: 53,327 shares; 2026Q2: 53,610 shares 53,610 $2.98M 0.18% +283 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,137 shares; 2025Q2: 11,940 shares; 2025Q3: 12,875 shares; 2025Q4: 9,060 shares; 2026Q1: 7,030 shares; 2026Q2: 6,988 shares 6,988 $2.91M 0.17% -42 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: 12,135 shares; 2024Q4: 11,433 shares; 2025Q1: 11,141 shares; 2025Q2: 10,955 shares; 2025Q3: 10,797 shares; 2025Q4: 10,661 shares; 2026Q1: 10,340 shares; 2026Q2: 10,691 shares 10,691 $2.89M 0.17% +351 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: 20,211 shares; 2024Q4: 12,581 shares; 2025Q1: 12,066 shares; 2025Q2: 12,066 shares; 2025Q3: 12,020 shares; 2025Q4: 12,046 shares; 2026Q1: 21,270 shares; 2026Q2: 19,868 shares 19,868 $2.77M 0.17% -1,402 Timeline JCPB 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: 27,674 shares; 2024Q4: 44,420 shares; 2025Q1: 53,832 shares; 2025Q2: 55,032 shares; 2025Q3: 62,270 shares; 2025Q4: 60,870 shares; 2026Q1: 59,037 shares; 2026Q2: 58,900 shares 58,900 $2.76M 0.16% -137 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,518 shares; 2024Q4: 8,286 shares; 2025Q1: 8,375 shares; 2025Q2: 8,608 shares; 2025Q3: 9,421 shares; 2025Q4: 10,450 shares; 2026Q1: 10,123 shares; 2026Q2: 10,789 shares 10,789 $2.76M 0.16% +666 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,433 shares; 2025Q3: 6,348 shares; 2025Q4: 7,374 shares; 2026Q1: 7,074 shares; 2026Q2: 7,123 shares 7,123 $2.75M 0.16% +49 Timeline EFV 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: 6,429 shares; 2025Q2: 9,329 shares; 2025Q3: 21,829 shares; 2025Q4: 30,829 shares; 2026Q1: 33,864 shares; 2026Q2: 33,864 shares 33,864 $2.59M 0.15% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,076 shares; 2024Q4: 20,065 shares; 2025Q1: 22,498 shares; 2025Q2: 24,074 shares; 2025Q3: 24,030 shares; 2025Q4: 24,160 shares; 2026Q1: 22,808 shares; 2026Q2: 23,090 shares 23,090 $2.58M 0.15% +282 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,663 shares; 2024Q4: 44,731 shares; 2025Q1: 46,067 shares; 2025Q2: 44,656 shares; 2025Q3: 43,528 shares; 2025Q4: 42,961 shares; 2026Q1: 34,002 shares; 2026Q2: 33,067 shares 33,067 $2.51M 0.15% -935 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,994 shares; 2024Q4: 18,380 shares; 2025Q1: 19,099 shares; 2025Q2: 19,818 shares; 2025Q3: 20,631 shares; 2025Q4: 24,276 shares; 2026Q1: 32,835 shares; 2026Q2: 29,897 shares 29,897 $2.5M 0.15% -2,938 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: 4,419 shares; 2024Q4: 5,801 shares; 2025Q1: 19,275 shares; 2025Q2: 20,635 shares; 2025Q3: 21,190 shares; 2025Q4: 14,615 shares; 2026Q1: 13,500 shares; 2026Q2: 12,192 shares 12,192 $2.45M 0.15% -1,308 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,514 shares; 2024Q4: 7,415 shares; 2025Q1: 4,803 shares; 2025Q2: 4,819 shares; 2025Q3: 4,777 shares; 2025Q4: 4,778 shares; 2026Q1: 6,039 shares; 2026Q2: 5,958 shares 5,958 $2.4M 0.14% -81 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,081 shares; 2025Q1: 12,104 shares; 2025Q2: 12,240 shares; 2025Q3: 12,533 shares; 2025Q4: 12,479 shares; 2026Q1: 11,392 shares; 2026Q2: 11,184 shares 11,184 $2.34M 0.14% -208 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,365 shares; 2024Q4: 34,323 shares; 2025Q1: 34,298 shares; 2025Q2: 33,476 shares; 2025Q3: 26,567 shares; 2025Q4: 25,021 shares; 2026Q1: 24,948 shares; 2026Q2: 23,145 shares 23,145 $2.32M 0.14% -1,803 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: 585 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 448 shares; 2025Q3: 860 shares; 2025Q4: 893 shares; 2026Q1: 811 shares; 2026Q2: 7,665 shares 7,665 $2.31M 0.14% +6,854 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,090 shares; 2024Q4: 12,734 shares; 2025Q1: 12,993 shares; 2025Q2: 13,266 shares; 2025Q3: 13,175 shares; 2025Q4: 13,278 shares; 2026Q1: 13,286 shares; 2026Q2: 13,192 shares 13,192 $2.27M 0.14% -94 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,322 shares; 2024Q4: 9,322 shares; 2025Q1: 17,875 shares; 2025Q2: 17,475 shares; 2025Q3: 23,253 shares; 2025Q4: 36,253 shares; 2026Q1: 45,458 shares; 2026Q2: 45,549 shares 45,549 $2.27M 0.14% +91 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: 19,328 shares; 2024Q4: 18,901 shares; 2025Q1: 20,159 shares; 2025Q2: 20,166 shares; 2025Q3: 19,975 shares; 2025Q4: 19,270 shares; 2026Q1: 18,921 shares; 2026Q2: 18,966 shares 18,966 $2.22M 0.13% +45 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: 27,646 shares; 2024Q4: 27,531 shares; 2025Q1: 24,669 shares; 2025Q2: 25,445 shares; 2025Q3: 23,107 shares; 2025Q4: 16,410 shares; 2026Q1: 14,774 shares; 2026Q2: 14,948 shares 14,948 $2.19M 0.13% +174 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,600 shares; 2025Q2: 11,600 shares; 2025Q3: 26,822 shares; 2025Q4: 41,097 shares; 2026Q1: 42,981 shares; 2026Q2: 42,843 shares 42,843 $2.17M 0.13% -138 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,342 shares; 2024Q4: 22,767 shares; 2025Q1: 23,179 shares; 2025Q2: 24,304 shares; 2025Q3: 26,474 shares; 2025Q4: 28,759 shares; 2026Q1: 27,594 shares; 2026Q2: 27,644 shares 27,644 $2.14M 0.13% +50 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: 22,439 shares; 2024Q4: 23,538 shares; 2025Q1: 25,039 shares; 2025Q2: 25,909 shares; 2025Q3: 26,023 shares; 2025Q4: 26,647 shares; 2026Q1: 27,427 shares; 2026Q2: 27,770 shares 27,770 $2.14M 0.13% +343 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,442 shares; 2024Q4: 20,602 shares; 2025Q1: 26,796 shares; 2025Q2: 46,205 shares; 2025Q3: 47,940 shares; 2025Q4: 55,440 shares; 2026Q1: 59,736 shares; 2026Q2: 50,857 shares 50,857 $2.11M 0.13% -8,879 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: 3,197 shares; 2024Q4: 3,177 shares; 2025Q1: 3,204 shares; 2025Q2: 5,649 shares; 2025Q3: 5,642 shares; 2025Q4: 5,629 shares; 2026Q1: 5,629 shares; 2026Q2: 5,615 shares 5,615 $2.08M 0.12% -14 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,399 shares; 2024Q4: 27,765 shares; 2025Q1: 26,387 shares; 2025Q2: 22,892 shares; 2025Q3: 22,911 shares; 2025Q4: 23,156 shares; 2026Q1: 34,966 shares; 2026Q2: 35,917 shares 35,917 $2.02M 0.12% +951 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,690 shares; 2024Q4: 5,155 shares; 2025Q1: 6,525 shares; 2025Q2: 7,192 shares; 2025Q3: 7,674 shares; 2025Q4: 8,134 shares; 2026Q1: 7,974 shares; 2026Q2: 7,108 shares 7,108 $2.01M 0.12% -866 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,466 shares; 2024Q4: 6,777 shares; 2025Q1: 4,568 shares; 2025Q2: 4,940 shares; 2025Q3: 4,831 shares; 2025Q4: 4,763 shares; 2026Q1: 4,189 shares; 2026Q2: 4,021 shares 4,021 $2M 0.12% -168 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,293 shares; 2025Q2: 11,563 shares; 2025Q3: 11,575 shares; 2025Q4: 11,609 shares; 2026Q1: 12,287 shares; 2026Q2: 12,313 shares 12,313 $1.97M 0.12% +26 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: 38,370 shares; 2024Q4: 56,315 shares; 2025Q1: 78,766 shares; 2025Q2: 46,425 shares; 2025Q3: 37,209 shares; 2025Q4: 35,997 shares; 2026Q1: 34,525 shares; 2026Q2: 33,431 shares 33,431 $1.93M 0.11% -1,094 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C 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: 42,443 shares 42,443 $1.91M 0.11% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,558 shares; 2024Q4: 50,857 shares; 2025Q1: 67,857 shares; 2025Q2: 61,588 shares; 2025Q3: 59,470 shares; 2025Q4: 55,786 shares; 2026Q1: 48,587 shares; 2026Q2: 44,773 shares 44,773 $1.9M 0.11% -3,814 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,799 shares; 2024Q4: 26,573 shares; 2025Q1: 23,871 shares; 2025Q2: 20,824 shares; 2025Q3: 19,850 shares; 2025Q4: 18,837 shares; 2026Q1: 17,766 shares; 2026Q2: 17,168 shares 17,168 $1.88M 0.11% -598 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,208 shares; 2024Q4: 15,208 shares; 2025Q1: 16,148 shares; 2025Q2: 16,263 shares; 2025Q3: 14,808 shares; 2025Q4: 16,433 shares; 2026Q1: 16,213 shares; 2026Q2: 16,572 shares 16,572 $1.88M 0.11% +359 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,052 shares; 2024Q4: 18,059 shares; 2025Q1: 15,059 shares; 2025Q2: 15,059 shares; 2025Q3: 15,059 shares; 2025Q4: 15,059 shares; 2026Q1: 15,059 shares; 2026Q2: 15,059 shares 15,059 $1.87M 0.11% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,000 shares; 2024Q4: 31,000 shares; 2025Q1: 31,000 shares; 2025Q2: 27,700 shares; 2025Q3: 27,700 shares; 2025Q4: 27,700 shares; 2026Q1: 27,700 shares; 2026Q2: 27,700 shares 27,700 $1.87M 0.11% 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: 18,317 shares; 2024Q4: 14,722 shares; 2025Q1: 13,824 shares; 2025Q2: 13,959 shares; 2025Q3: 13,949 shares; 2025Q4: 12,795 shares; 2026Q1: 13,140 shares; 2026Q2: 14,128 shares 14,128 $1.82M 0.11% +988 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,819 shares; 2024Q4: 4,672 shares; 2025Q1: 4,677 shares; 2025Q2: 4,683 shares; 2025Q3: 4,631 shares; 2025Q4: 4,667 shares; 2026Q1: 4,686 shares; 2026Q2: 4,597 shares 4,597 $1.79M 0.11% -89 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,683 shares; 2026Q1: 15,063 shares; 2026Q2: 15,786 shares 15,786 $1.79M 0.11% +723 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,113 shares; 2024Q4: 39,113 shares; 2025Q1: 39,113 shares; 2025Q2: 39,113 shares; 2025Q3: 39,113 shares; 2025Q4: 39,113 shares; 2026Q1: 39,113 shares; 2026Q2: 39,113 shares 39,113 $1.74M 0.1% 0 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,624 shares; 2024Q4: 43,929 shares; 2025Q1: 48,260 shares; 2025Q2: 48,726 shares; 2025Q3: 46,860 shares; 2025Q4: 48,152 shares; 2026Q1: 48,618 shares; 2026Q2: 33,483 shares 33,483 $1.69M 0.1% -15,135 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: 3,025 shares; 2024Q4: 3,982 shares; 2025Q1: 3,681 shares; 2025Q2: 3,615 shares; 2025Q3: 3,612 shares; 2025Q4: 34,746 shares; 2026Q1: 23,839 shares; 2026Q2: 23,396 shares 23,396 $1.67M 0.1% -443 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,153 shares; 2024Q4: 66,789 shares; 2025Q1: 66,557 shares; 2025Q2: 65,475 shares; 2025Q3: 47,825 shares; 2025Q4: 45,284 shares; 2026Q1: 45,277 shares; 2026Q2: 30,264 shares 30,264 $1.67M 0.1% -15,013 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,961 shares; 2025Q2: 21,060 shares; 2025Q3: 14,343 shares; 2025Q4: 15,443 shares; 2026Q1: 51,677 shares; 2026Q2: 52,106 shares 52,106 $1.67M 0.1% +429 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,636 shares; 2024Q4: 59,589 shares; 2025Q1: 61,829 shares; 2025Q2: 61,692 shares; 2025Q3: 59,940 shares; 2025Q4: 46,596 shares; 2026Q1: 30,179 shares; 2026Q2: 29,567 shares 29,567 $1.64M 0.1% -612 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,922 shares; 2024Q4: 17,922 shares; 2025Q1: 17,760 shares; 2025Q2: 17,811 shares; 2025Q3: 17,778 shares; 2025Q4: 17,778 shares; 2026Q1: 17,778 shares; 2026Q2: 17,778 shares 17,778 $1.61M 0.1% 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: 5,922 shares; 2024Q4: 5,878 shares; 2025Q1: 7,473 shares; 2025Q2: 8,033 shares; 2025Q3: 8,303 shares; 2025Q4: 8,289 shares; 2026Q1: 8,432 shares; 2026Q2: 8,363 shares 8,363 $1.59M 0.09% -69 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,793 shares; 2024Q4: 8,656 shares; 2025Q1: 8,496 shares; 2025Q2: 8,566 shares; 2025Q3: 7,976 shares; 2025Q4: 7,976 shares; 2026Q1: 29,071 shares; 2026Q2: 29,777 shares 29,777 $1.56M 0.09% +706 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,520 shares; 2024Q4: 5,387 shares; 2025Q1: 5,387 shares; 2025Q2: 5,475 shares; 2025Q3: 5,485 shares; 2025Q4: 5,461 shares; 2026Q1: 5,865 shares; 2026Q2: 5,558 shares 5,558 $1.51M 0.09% -307 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,055 shares; 2025Q2: 35,220 shares; 2025Q3: 35,186 shares; 2025Q4: 35,456 shares; 2026Q1: 41,070 shares; 2026Q2: 40,307 shares 40,307 $1.47M 0.09% -763 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: 28,544 shares; 2024Q4: 25,453 shares; 2025Q1: 17,873 shares; 2025Q2: 14,643 shares; 2025Q3: 13,514 shares; 2025Q4: 12,811 shares; 2026Q1: 10,718 shares; 2026Q2: 10,591 shares 10,591 $1.43M 0.09% -127 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: 8,746 shares; 2024Q4: 8,427 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,096 shares; 2026Q2: 1,899 shares 1,899 $1.37M 0.08% -197 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: 1,248 shares; 2024Q4: 1,357 shares; 2025Q1: 1,362 shares; 2025Q2: 1,365 shares; 2025Q3: 1,543 shares; 2025Q4: 1,536 shares; 2026Q1: 1,300 shares; 2026Q2: 1,331 shares 1,331 $1.35M 0.08% +31 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,531 shares; 2024Q4: 3,527 shares; 2025Q1: 5,247 shares; 2025Q2: 5,661 shares; 2025Q3: 5,692 shares; 2025Q4: 5,648 shares; 2026Q1: 5,929 shares; 2026Q2: 5,872 shares 5,872 $1.33M 0.08% -57 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: 20,139 shares; 2024Q4: 19,642 shares; 2025Q1: 20,107 shares; 2025Q2: 18,994 shares; 2025Q3: 18,294 shares; 2025Q4: 17,777 shares; 2026Q1: 14,500 shares; 2026Q2: 13,794 shares 13,794 $1.33M 0.08% -706 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,210 shares; 2024Q4: 12,001 shares; 2025Q1: 11,173 shares; 2025Q2: 11,227 shares; 2025Q3: 11,682 shares; 2025Q4: 12,398 shares; 2026Q1: 11,848 shares; 2026Q2: 11,748 shares 11,748 $1.3M 0.08% -100 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,040 shares; 2025Q1: 21,950 shares; 2025Q2: 22,080 shares; 2025Q3: 21,937 shares; 2025Q4: 22,107 shares; 2026Q1: 24,575 shares; 2026Q2: 24,335 shares 24,335 $1.27M 0.08% -240 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,733 shares 6,733 $1.27M 0.08% new 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: 23,697 shares; 2024Q4: 20,798 shares; 2025Q1: 20,102 shares; 2025Q2: 17,008 shares; 2025Q3: 16,695 shares; 2025Q4: 16,235 shares; 2026Q1: 13,435 shares; 2026Q2: 12,888 shares 12,888 $1.24M 0.07% -547 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,423 shares; 2024Q4: 14,423 shares; 2025Q1: 14,423 shares; 2025Q2: 14,423 shares; 2025Q3: 13,465 shares; 2025Q4: 12,965 shares; 2026Q1: 12,250 shares; 2026Q2: 9,656 shares 9,656 $1.24M 0.07% -2,594 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: 2,410 shares; 2024Q4: 2,401 shares; 2025Q1: 4,030 shares; 2025Q2: 4,039 shares; 2025Q3: 3,961 shares; 2025Q4: 3,973 shares; 2026Q1: 3,771 shares; 2026Q2: 3,591 shares 3,591 $1.23M 0.07% -180 Timeline TBRG TRUBRIDGE INC More: the full row for TRUBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,800 shares; 2024Q4: 46,800 shares; 2025Q1: 46,800 shares; 2025Q2: 46,800 shares; 2025Q3: 46,800 shares; 2025Q4: 46,800 shares; 2026Q1: 46,800 shares; 2026Q2: 46,800 shares 46,800 $1.23M 0.07% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,195 shares; 2025Q4: 5,388 shares; 2026Q1: 5,565 shares; 2026Q2: 12,184 shares 12,184 $1.23M 0.07% +6,619 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,507 shares; 2024Q4: 79,907 shares; 2025Q1: 88,155 shares; 2025Q2: 95,774 shares; 2025Q3: 99,349 shares; 2025Q4: 106,185 shares; 2026Q1: 67,037 shares; 2026Q2: 57,704 shares 57,704 $1.19M 0.07% -9,333 Timeline FDL 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: 10,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares; 2026Q1: 24,619 shares; 2026Q2: 24,519 shares 24,519 $1.19M 0.07% -100 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,938 shares; 2024Q4: 12,222 shares; 2025Q1: 14,307 shares; 2025Q2: 14,779 shares; 2025Q3: 14,832 shares; 2025Q4: 14,832 shares; 2026Q1: 20,829 shares; 2026Q2: 22,279 shares 22,279 $1.18M 0.07% +1,450 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,258 shares; 2024Q4: 10,283 shares; 2025Q1: 7,063 shares; 2025Q2: 19,386 shares; 2025Q3: 19,836 shares; 2025Q4: 20,815 shares; 2026Q1: 17,308 shares; 2026Q2: 12,155 shares 12,155 $1.17M 0.07% -5,153 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: 5,830 shares; 2024Q4: 5,906 shares; 2025Q1: 5,906 shares; 2025Q2: 6,112 shares; 2025Q3: 6,136 shares; 2025Q4: 5,602 shares; 2026Q1: 5,090 shares; 2026Q2: 6,302 shares 6,302 $1.14M 0.07% +1,212 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,971 shares 5,971 $1.13M 0.07% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,080 shares; 2024Q4: 16,080 shares; 2025Q1: 16,080 shares; 2025Q2: 16,080 shares; 2025Q3: 16,080 shares; 2025Q4: 16,080 shares; 2026Q1: 16,080 shares; 2026Q2: 16,080 shares 16,080 $1.12M 0.07% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,583 shares; 2024Q4: 12,517 shares; 2025Q1: 14,670 shares; 2025Q2: 14,670 shares; 2025Q3: 14,451 shares; 2025Q4: 14,651 shares; 2026Q1: 14,760 shares; 2026Q2: 14,760 shares 14,760 $1.11M 0.07% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,985 shares; 2024Q4: 10,235 shares; 2025Q1: 10,235 shares; 2025Q2: 10,235 shares; 2025Q3: 10,220 shares; 2025Q4: 10,220 shares; 2026Q1: 10,220 shares; 2026Q2: 10,220 shares 10,220 $1.09M 0.06% 0 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: 5,694 shares; 2024Q4: 5,694 shares; 2025Q1: 5,674 shares; 2025Q2: 5,515 shares; 2025Q3: 5,515 shares; 2025Q4: 5,515 shares; 2026Q1: 5,949 shares; 2026Q2: 5,395 shares 5,395 $1.07M 0.06% -554 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,300 shares; 2025Q2: 31,448 shares; 2025Q3: 32,448 shares; 2025Q4: 32,448 shares; 2026Q1: 38,552 shares; 2026Q2: 20,904 shares 20,904 $1.07M 0.06% -17,648 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,396 shares; 2024Q4: 12,572 shares; 2025Q1: 10,810 shares; 2025Q2: 10,307 shares; 2025Q3: 10,324 shares; 2025Q4: 10,162 shares; 2026Q1: 10,135 shares; 2026Q2: 10,123 shares 10,123 $1.05M 0.06% -12 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,299 shares; 2024Q4: 14,153 shares; 2025Q1: 15,364 shares; 2025Q2: 15,364 shares; 2025Q3: 14,504 shares; 2025Q4: 11,699 shares; 2026Q1: 11,629 shares; 2026Q2: 12,353 shares 12,353 $1.02M 0.06% +724 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,989 shares; 2024Q4: 11,109 shares; 2025Q1: 12,400 shares; 2025Q2: 12,433 shares; 2025Q3: 12,311 shares; 2025Q4: 11,662 shares; 2026Q1: 10,215 shares; 2026Q2: 10,215 shares 10,215 $927K 0.06% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,466 shares; 2024Q4: 10,436 shares; 2025Q1: 10,074 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,115 shares; 2026Q1: 10,005 shares; 2026Q2: 10,000 shares 10,000 $917K 0.05% -5 Timeline JMUB 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: 29,949 shares; 2024Q4: 30,095 shares; 2025Q1: 25,332 shares; 2025Q2: 28,385 shares; 2025Q3: 18,628 shares; 2025Q4: 17,871 shares; 2026Q1: 17,825 shares; 2026Q2: 17,825 shares 17,825 $903K 0.05% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,732 shares; 2024Q4: 145,688 shares; 2025Q1: 137,547 shares; 2025Q2: 80,439 shares; 2025Q3: 78,406 shares; 2025Q4: 75,480 shares; 2026Q1: 53,460 shares; 2026Q2: 50,439 shares 50,439 $902K 0.05% -3,021 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: 630 shares; 2024Q4: 948 shares; 2025Q1: 2,032 shares; 2025Q2: 2,321 shares; 2025Q3: 2,295 shares; 2025Q4: 2,360 shares; 2026Q1: 1,778 shares; 2026Q2: 1,728 shares 1,728 $888K 0.05% -50 Timeline PAVE 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: 9,057 shares; 2024Q4: 8,999 shares; 2025Q1: 5,906 shares; 2025Q2: 9,111 shares; 2025Q3: 13,811 shares; 2025Q4: 13,811 shares; 2026Q1: 16,519 shares; 2026Q2: 14,914 shares 14,914 $879K 0.05% -1,605 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,319 shares; 2025Q4: 13,809 shares; 2026Q1: 14,950 shares; 2026Q2: 18,136 shares 18,136 $878K 0.05% +3,186 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,518 shares 9,518 $868K 0.05% new Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,590 shares; 2024Q4: 29,590 shares; 2025Q1: 28,590 shares; 2025Q2: 65,252 shares; 2025Q3: 60,228 shares; 2025Q4: 60,228 shares; 2026Q1: 58,928 shares; 2026Q2: 44,806 shares 44,806 $864K 0.05% -14,122 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,008 shares; 2024Q4: 10,179 shares; 2025Q1: 10,557 shares; 2025Q2: 9,528 shares; 2025Q3: 9,675 shares; 2025Q4: 9,675 shares; 2026Q1: 8,817 shares; 2026Q2: 7,711 shares 7,711 $851K 0.05% -1,106 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 2,955 shares; 2025Q2: 2,955 shares; 2025Q3: 3,671 shares; 2025Q4: 3,370 shares; 2026Q1: 3,505 shares; 2026Q2: 3,518 shares 3,518 $832K 0.05% +13 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,708 shares; 2024Q4: 2,658 shares; 2025Q1: 2,567 shares; 2025Q2: 2,204 shares; 2025Q3: 2,204 shares; 2025Q4: 2,180 shares; 2026Q1: 2,180 shares; 2026Q2: 2,180 shares 2,180 $803K 0.05% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,388 shares; 2024Q4: 9,460 shares; 2025Q1: 7,838 shares; 2025Q2: 7,526 shares; 2025Q3: 8,326 shares; 2025Q4: 8,326 shares; 2026Q1: 8,326 shares; 2026Q2: 8,301 shares 8,301 $801K 0.05% -25 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,070 shares; 2025Q2: 80,414 shares; 2025Q3: 92,733 shares; 2025Q4: 93,042 shares; 2026Q1: 39,595 shares; 2026Q2: 39,783 shares 39,783 $798K 0.05% +188 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,623 shares; 2024Q4: 1,868 shares; 2025Q1: 1,893 shares; 2025Q2: 1,530 shares; 2025Q3: 1,748 shares; 2025Q4: 2,861 shares; 2026Q1: 2,362 shares; 2026Q2: 2,343 shares 2,343 $793K 0.05% -19 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: 1,879 shares; 2024Q4: 1,819 shares; 2025Q1: 1,953 shares; 2025Q2: 2,587 shares; 2025Q3: 3,042 shares; 2025Q4: 2,962 shares; 2026Q1: 2,001 shares; 2026Q2: 2,067 shares 2,067 $772K 0.05% +66 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: 7,074 shares; 2024Q4: 5,103 shares; 2025Q1: 5,243 shares; 2025Q2: 4,897 shares; 2025Q3: 4,888 shares; 2025Q4: 4,863 shares; 2026Q1: 3,842 shares; 2026Q2: 3,842 shares 3,842 $710K 0.04% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,708 shares; 2024Q4: 12,708 shares; 2025Q1: 12,654 shares; 2025Q2: 12,751 shares; 2025Q3: 12,131 shares; 2025Q4: 12,131 shares; 2026Q1: 12,131 shares; 2026Q2: 14,927 shares 14,927 $709K 0.04% +2,796 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,578 shares; 2024Q4: 9,400 shares; 2025Q1: 9,400 shares; 2025Q2: 9,400 shares; 2025Q3: 9,400 shares; 2025Q4: 9,400 shares; 2026Q1: 9,400 shares; 2026Q2: 9,400 shares 9,400 $685K 0.04% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,340 shares; 2024Q4: 3,269 shares; 2025Q1: 2,287 shares; 2025Q2: 2,264 shares; 2025Q3: 2,267 shares; 2025Q4: 2,247 shares; 2026Q1: 2,780 shares; 2026Q2: 2,618 shares 2,618 $682K 0.04% -162 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,739 shares; 2024Q4: 4,977 shares; 2025Q1: 1,365 shares; 2025Q2: 1,912 shares; 2025Q3: 2,085 shares; 2025Q4: 2,085 shares; 2026Q1: 1,371 shares; 2026Q2: 1,369 shares 1,369 $672K 0.04% -2 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,356 shares; 2025Q4: 1,356 shares; 2026Q1: 1,356 shares; 2026Q2: 8,136 shares 8,136 $672K 0.04% +6,780 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: 7,586 shares; 2024Q4: 9,529 shares; 2025Q1: 9,355 shares; 2025Q2: 7,019 shares; 2025Q3: 6,885 shares; 2025Q4: 6,756 shares; 2026Q1: 4,639 shares; 2026Q2: 4,532 shares 4,532 $662K 0.04% -107 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,631 shares; 2024Q4: 6,595 shares; 2025Q1: 8,160 shares; 2025Q2: 9,082 shares; 2025Q3: 8,290 shares; 2025Q4: 8,703 shares; 2026Q1: 8,896 shares; 2026Q2: 9,078 shares 9,078 $653K 0.04% +182 Timeline CVY 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: 22,340 shares; 2024Q4: 22,340 shares; 2025Q1: 22,340 shares; 2025Q2: 22,340 shares; 2025Q3: 22,340 shares; 2025Q4: 22,340 shares; 2026Q1: 22,340 shares; 2026Q2: 22,340 shares 22,340 $644K 0.04% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,998 shares; 2024Q4: 5,996 shares; 2025Q1: 5,596 shares; 2025Q2: 5,596 shares; 2025Q3: 5,555 shares; 2025Q4: 5,555 shares; 2026Q1: 5,555 shares; 2026Q2: 5,555 shares 5,555 $638K 0.04% 0 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,676 shares; 2024Q4: 17,676 shares; 2025Q1: 16,606 shares; 2025Q2: 13,282 shares; 2025Q3: 12,713 shares; 2025Q4: 12,671 shares; 2026Q1: 12,471 shares; 2026Q2: 9,710 shares 9,710 $628K 0.04% -2,761 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: 7,504 shares; 2024Q4: 4,749 shares; 2025Q1: 4,264 shares; 2025Q2: 3,914 shares; 2025Q3: 3,695 shares; 2025Q4: 3,695 shares; 2026Q1: 3,695 shares; 2026Q2: 3,695 shares 3,695 $625K 0.04% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,372 shares; 2024Q4: 4,372 shares; 2025Q1: 4,372 shares; 2025Q2: 4,372 shares; 2025Q3: 4,372 shares; 2025Q4: 4,372 shares; 2026Q1: 4,372 shares; 2026Q2: 4,372 shares 4,372 $623K 0.04% 0 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,935 shares 2,935 $587K 0.03% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,417 shares; 2024Q4: 9,742 shares; 2025Q1: 2,622 shares; 2025Q2: 2,568 shares; 2025Q3: 2,567 shares; 2025Q4: 2,567 shares; 2026Q1: 2,475 shares; 2026Q2: 2,429 shares 2,429 $578K 0.03% -46 Timeline JMST 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: 9,786 shares; 2024Q4: 9,786 shares; 2025Q1: 9,786 shares; 2025Q2: 11,786 shares; 2025Q3: 10,886 shares; 2025Q4: 10,886 shares; 2026Q1: 10,886 shares; 2026Q2: 11,186 shares 11,186 $570K 0.03% +300 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,602 shares; 2025Q1: 12,903 shares; 2025Q2: 12,903 shares; 2025Q3: 13,122 shares; 2025Q4: 13,122 shares; 2026Q1: 11,361 shares; 2026Q2: 11,361 shares 11,361 $566K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 974 shares 974 $566K 0.03% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,959 shares; 2024Q4: 1,959 shares; 2025Q1: 1,964 shares; 2025Q2: 4,139 shares; 2025Q3: 3,067 shares; 2025Q4: 3,062 shares; 2026Q1: 2,736 shares; 2026Q2: 2,736 shares 2,736 $564K 0.03% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,727 shares; 2024Q4: 15,078 shares; 2025Q1: 14,595 shares; 2025Q2: 14,504 shares; 2025Q3: 14,242 shares; 2025Q4: 14,150 shares; 2026Q1: 12,856 shares; 2026Q2: 9,809 shares 9,809 $554K 0.03% -3,047 Timeline FV 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: 5,177 shares; 2024Q4: 5,177 shares; 2025Q1: 5,177 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 7,250 shares 7,250 $550K 0.03% +2,250 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 10,320 shares 10,320 $549K 0.03% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,121 shares; 2024Q4: 3,121 shares; 2025Q1: 3,121 shares; 2025Q2: 2,557 shares; 2025Q3: 2,672 shares; 2025Q4: 2,882 shares; 2026Q1: 3,102 shares; 2026Q2: 794 shares 794 $545K 0.03% -2,308 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,692 shares; 2024Q4: 2,740 shares; 2025Q1: 3,105 shares; 2025Q2: 3,445 shares; 2025Q3: 3,061 shares; 2025Q4: 2,349 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $537K 0.03% 0 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: 913 shares; 2024Q4: 941 shares; 2025Q1: 989 shares; 2025Q2: 975 shares; 2025Q3: 975 shares; 2025Q4: 1,092 shares; 2026Q1: 1,131 shares; 2026Q2: 1,229 shares 1,229 $517K 0.03% +98 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,896 shares; 2024Q4: 8,896 shares; 2025Q1: 9,696 shares; 2025Q2: 9,536 shares; 2025Q3: 9,536 shares; 2025Q4: 8,771 shares; 2026Q1: 15,647 shares; 2026Q2: 12,594 shares 12,594 $512K 0.03% -3,053 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,833 shares; 2024Q4: 9,627 shares; 2025Q1: 9,627 shares; 2025Q2: 9,627 shares; 2025Q3: 9,627 shares; 2025Q4: 9,627 shares; 2026Q1: 9,577 shares; 2026Q2: 9,514 shares 9,514 $509K 0.03% -63 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: 8,074 shares; 2025Q3: 6,711 shares; 2025Q4: 6,626 shares; 2026Q1: 6,626 shares; 2026Q2: 5,924 shares 5,924 $506K 0.03% -702 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: 33,543 shares; 2024Q4: 26,310 shares; 2025Q1: 25,947 shares; 2025Q2: 32,025 shares; 2025Q3: 21,617 shares; 2025Q4: 21,455 shares; 2026Q1: 20,905 shares; 2026Q2: 20,508 shares 20,508 $494K 0.03% -397 Timeline SPGP 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $489K 0.03% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $488K 0.03% 0 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: 15,741 shares; 2024Q4: 47,193 shares; 2025Q1: 45,681 shares; 2025Q2: 36,046 shares; 2025Q3: 31,417 shares; 2025Q4: 30,217 shares; 2026Q1: 24,738 shares; 2026Q2: 15,094 shares 15,094 $479K 0.03% -9,644 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,891 shares; 2024Q4: 27,582 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,486 shares; 2026Q1: 5,614 shares; 2026Q2: 6,087 shares 6,087 $469K 0.03% +473 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: not reported; 2024Q4: 915 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 894 shares; 2026Q1: 894 shares; 2026Q2: 1,544 shares 1,544 $464K 0.03% +650 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,571 shares; 2024Q4: 8,487 shares; 2025Q1: 8,487 shares; 2025Q2: 8,487 shares; 2025Q3: 8,458 shares; 2025Q4: 8,458 shares; 2026Q1: 7,535 shares; 2026Q2: 7,535 shares 7,535 $458K 0.03% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,717 shares 4,717 $453K 0.03% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 710 shares; 2024Q4: 1,091 shares; 2025Q1: 999 shares; 2025Q2: 706 shares; 2025Q3: 878 shares; 2025Q4: 864 shares; 2026Q1: 627 shares; 2026Q2: 627 shares 627 $451K 0.03% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,732 shares; 2024Q4: 1,678 shares; 2025Q1: 1,725 shares; 2025Q2: 2,790 shares; 2025Q3: 2,380 shares; 2025Q4: 1,595 shares; 2026Q1: 1,986 shares; 2026Q2: 1,986 shares 1,986 $443K 0.03% 0 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,839 shares; 2024Q4: 4,839 shares; 2025Q1: 4,839 shares; 2025Q2: 4,839 shares; 2025Q3: 4,839 shares; 2025Q4: 4,839 shares; 2026Q1: 4,839 shares; 2026Q2: 4,839 shares 4,839 $432K 0.03% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,975 shares; 2025Q3: 5,975 shares; 2025Q4: 12,848 shares; 2026Q1: 12,848 shares; 2026Q2: 12,848 shares 12,848 $430K 0.03% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,064 shares; 2026Q1: 1,709 shares; 2026Q2: 1,673 shares 1,673 $428K 0.03% -36 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,730 shares; 2024Q4: 4,450 shares; 2025Q1: 4,390 shares; 2025Q2: 4,390 shares; 2025Q3: 4,458 shares; 2025Q4: 4,383 shares; 2026Q1: 4,341 shares; 2026Q2: 4,341 shares 4,341 $427K 0.03% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,701 shares; 2024Q4: 7,701 shares; 2025Q1: 7,701 shares; 2025Q2: 7,701 shares; 2025Q3: 7,701 shares; 2025Q4: 7,701 shares; 2026Q1: 7,701 shares; 2026Q2: 7,701 shares 7,701 $424K 0.03% 0 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,659 shares; 2024Q4: 43,168 shares; 2025Q1: 43,058 shares; 2025Q2: 44,058 shares; 2025Q3: 43,058 shares; 2025Q4: 42,838 shares; 2026Q1: 19,383 shares; 2026Q2: 18,138 shares 18,138 $415K 0.02% -1,245 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,361 shares; 2026Q2: 3,814 shares 3,814 $413K 0.02% +453 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,042 shares; 2025Q2: not reported; 2025Q3: 1,678 shares; 2025Q4: 1,925 shares; 2026Q1: 2,408 shares; 2026Q2: 2,385 shares 2,385 $405K 0.02% -23 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,728 shares; 2024Q4: 7,848 shares; 2025Q1: 5,977 shares; 2025Q2: 5,212 shares; 2025Q3: 5,102 shares; 2025Q4: 2,967 shares; 2026Q1: 1,448 shares; 2026Q2: 1,343 shares 1,343 $396K 0.02% -105 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,800 shares; 2025Q4: not reported; 2026Q1: 16,567 shares; 2026Q2: 13,067 shares 13,067 $383K 0.02% -3,500 Timeline SDVY 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: 8,725 shares; 2024Q4: 8,725 shares; 2025Q1: 8,725 shares; 2025Q2: 8,725 shares; 2025Q3: 8,725 shares; 2025Q4: 8,725 shares; 2026Q1: 8,725 shares; 2026Q2: 8,725 shares 8,725 $376K 0.02% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,907 shares; 2024Q4: 2,907 shares; 2025Q1: 2,907 shares; 2025Q2: 2,907 shares; 2025Q3: 2,907 shares; 2025Q4: 3,453 shares; 2026Q1: 3,453 shares; 2026Q2: 3,453 shares 3,453 $372K 0.02% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,444 shares; 2024Q4: 1,198 shares; 2025Q1: 1,194 shares; 2025Q2: 1,194 shares; 2025Q3: 1,181 shares; 2025Q4: 1,181 shares; 2026Q1: 1,181 shares; 2026Q2: 1,181 shares 1,181 $372K 0.02% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,611 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,543 shares; 2026Q2: 1,613 shares 1,613 $370K 0.02% +70 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,600 shares; 2026Q1: 7,600 shares; 2026Q2: 7,600 shares 7,600 $367K 0.02% 0 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,897 shares; 2024Q4: 22,847 shares; 2025Q1: 30,427 shares; 2025Q2: 50,736 shares; 2025Q3: 55,313 shares; 2025Q4: 55,063 shares; 2026Q1: not reported; 2026Q2: 15,750 shares 15,750 $364K 0.02% new 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: 1,435 shares; 2024Q4: 1,424 shares; 2025Q1: 1,391 shares; 2025Q2: 1,399 shares; 2025Q3: 1,381 shares; 2025Q4: 1,375 shares; 2026Q1: 1,382 shares; 2026Q2: 1,873 shares 1,873 $357K 0.02% +491 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,578 shares; 2026Q2: 8,625 shares 8,625 $356K 0.02% +47 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,570 shares; 2024Q4: 5,591 shares; 2025Q1: 4,733 shares; 2025Q2: 5,840 shares; 2025Q3: 5,067 shares; 2025Q4: 5,078 shares; 2026Q1: 3,056 shares; 2026Q2: 3,054 shares 3,054 $356K 0.02% -2 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,269 shares; 2024Q4: 107,928 shares; 2025Q1: 90,896 shares; 2025Q2: 81,670 shares; 2025Q3: 50,454 shares; 2025Q4: 47,533 shares; 2026Q1: 6,431 shares; 2026Q2: 6,395 shares 6,395 $324K 0.02% -36 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: 16,092 shares; 2024Q4: 12,975 shares; 2025Q1: 17,025 shares; 2025Q2: 13,888 shares; 2025Q3: 13,727 shares; 2025Q4: 13,687 shares; 2026Q1: 14,306 shares; 2026Q2: 13,029 shares 13,029 $320K 0.02% -1,277 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $317K 0.02% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,864 shares; 2024Q4: 5,557 shares; 2025Q1: 9,869 shares; 2025Q2: 13,259 shares; 2025Q3: 9,080 shares; 2025Q4: 9,080 shares; 2026Q1: 6,061 shares; 2026Q2: 6,061 shares 6,061 $314K 0.02% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,491 shares; 2024Q4: 17,541 shares; 2025Q1: 13,337 shares; 2025Q2: 9,382 shares; 2025Q3: 9,282 shares; 2025Q4: 8,663 shares; 2026Q1: 10,281 shares; 2026Q2: 10,281 shares 10,281 $310K 0.02% 0 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: 901 shares 901 $307K 0.02% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,080 shares; 2026Q2: 4,278 shares 4,278 $300K 0.02% +198 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168 shares; 2024Q4: 177 shares; 2025Q1: 169 shares; 2025Q2: 226 shares; 2025Q3: 188 shares; 2025Q4: 104 shares; 2026Q1: 84 shares; 2026Q2: 1,675 shares 1,675 $299K 0.02% +1,591 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,141 shares; 2024Q4: 1,564 shares; 2025Q1: 1,856 shares; 2025Q2: 1,481 shares; 2025Q3: 1,580 shares; 2025Q4: 1,630 shares; 2026Q1: 988 shares; 2026Q2: 934 shares 934 $297K 0.02% -54 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,813 shares; 2024Q4: 3,708 shares; 2025Q1: 3,878 shares; 2025Q2: 3,448 shares; 2025Q3: 3,471 shares; 2025Q4: 3,734 shares; 2026Q1: 4,012 shares; 2026Q2: 3,560 shares 3,560 $294K 0.02% -452 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 585 shares 585 $290K 0.02% new Timeline SPTI 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: 7,159 shares; 2024Q4: 9,936 shares; 2025Q1: 11,070 shares; 2025Q2: 11,070 shares; 2025Q3: 11,070 shares; 2025Q4: 9,936 shares; 2026Q1: 9,936 shares; 2026Q2: 9,936 shares 9,936 $282K 0.02% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,810 shares; 2024Q4: 14,860 shares; 2025Q1: 13,210 shares; 2025Q2: 9,648 shares; 2025Q3: 9,083 shares; 2025Q4: 9,030 shares; 2026Q1: 8,881 shares; 2026Q2: 5,237 shares 5,237 $282K 0.02% -3,644 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 2,844 shares 2,844 $280K 0.02% -156 Timeline XMHQ 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: 5,000 shares; 2024Q4: 5,262 shares; 2025Q1: 5,262 shares; 2025Q2: 6,912 shares; 2025Q3: 6,912 shares; 2025Q4: 3,912 shares; 2026Q1: 3,912 shares; 2026Q2: 2,362 shares 2,362 $267K 0.02% -1,550 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,818 shares; 2024Q4: 7,089 shares; 2025Q1: 7,089 shares; 2025Q2: 7,089 shares; 2025Q3: 7,556 shares; 2025Q4: 7,556 shares; 2026Q1: 2,927 shares; 2026Q2: 2,927 shares 2,927 $259K 0.02% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,674 shares; 2024Q4: 31,023 shares; 2025Q1: 11,196 shares; 2025Q2: 8,252 shares; 2025Q3: 8,252 shares; 2025Q4: 7,859 shares; 2026Q1: 7,679 shares; 2026Q2: 7,399 shares 7,399 $257K 0.02% -280 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,630 shares; 2025Q3: 2,630 shares; 2025Q4: 2,630 shares; 2026Q1: 2,630 shares; 2026Q2: 2,530 shares 2,530 $257K 0.02% -100 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,168 shares; 2024Q4: 10,168 shares; 2025Q1: 10,168 shares; 2025Q2: 10,168 shares; 2025Q3: 10,168 shares; 2025Q4: 10,168 shares; 2026Q1: 10,168 shares; 2026Q2: 10,168 shares 10,168 $254K 0.02% 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: 2,722 shares; 2024Q4: 2,680 shares; 2025Q1: 3,666 shares; 2025Q2: 2,743 shares; 2025Q3: 2,870 shares; 2025Q4: 2,807 shares; 2026Q1: 2,970 shares; 2026Q2: 2,983 shares 2,983 $252K 0.02% +13 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 929 shares; 2025Q1: 1,059 shares; 2025Q2: 1,059 shares; 2025Q3: 1,057 shares; 2025Q4: 1,057 shares; 2026Q1: 1,041 shares; 2026Q2: 758 shares 758 $250K 0.01% -283 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,913 shares; 2024Q4: 3,712 shares; 2025Q1: 3,630 shares; 2025Q2: 3,152 shares; 2025Q3: 3,152 shares; 2025Q4: 3,152 shares; 2026Q1: 3,152 shares; 2026Q2: 3,040 shares 3,040 $247K 0.01% -112 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,036 shares; 2024Q4: 2,036 shares; 2025Q1: not reported; 2025Q2: 2,036 shares; 2025Q3: not reported; 2025Q4: 2,036 shares; 2026Q1: 2,036 shares; 2026Q2: 2,036 shares 2,036 $243K 0.01% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,092 shares; 2024Q4: 5,092 shares; 2025Q1: 5,092 shares; 2025Q2: 5,092 shares; 2025Q3: 5,092 shares; 2025Q4: 5,092 shares; 2026Q1: 5,092 shares; 2026Q2: 5,092 shares 5,092 $241K 0.01% 0 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: 10,036 shares; 2024Q4: 9,717 shares; 2025Q1: 5,361 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,325 shares; 2026Q1: 5,325 shares; 2026Q2: 5,175 shares 5,175 $241K 0.01% -150 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,053 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,141 shares; 2026Q2: 1,990 shares 1,990 $239K 0.01% -151 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,331 shares; 2024Q4: 3,270 shares; 2025Q1: 4,665 shares; 2025Q2: 4,665 shares; 2025Q3: 4,393 shares; 2025Q4: 4,393 shares; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares 2,700 $234K 0.01% 0 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III 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: 3,062 shares; 2026Q2: 3,062 shares 3,062 $226K 0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,553 shares; 2026Q1: 2,815 shares; 2026Q2: 2,825 shares 2,825 $220K 0.01% +10 Timeline PWB 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: not reported; 2026Q1: not reported; 2026Q2: 1,305 shares 1,305 $220K 0.01% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,274 shares; 2026Q1: 2,274 shares; 2026Q2: 2,274 shares 2,274 $220K 0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: 6,680 shares; 2025Q2: 6,680 shares; 2025Q3: 7,900 shares; 2025Q4: 14,912 shares; 2026Q1: 10,376 shares; 2026Q2: 4,640 shares 4,640 $217K 0.01% -5,736 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,006 shares 1,006 $214K 0.01% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED 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: 625 shares 625 $213K 0.01% 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: 2,954 shares 2,954 $210K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,840 shares 1,840 $203K 0.01% new Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR 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: 11,000 shares 11,000 $116K 0.01% new Timeline