SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,721 shares; 2024Q4: 331,056 shares; 2025Q1: 68,802 shares; 2025Q2: 63,755 shares; 2025Q3: 64,832 shares; 2025Q4: 65,165 shares; 2026Q1: 94,420 shares; 2026Q2: 80,714 shares 80,714 $8.13M 4.31% -13,706 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: 37,951 shares; 2024Q4: 38,936 shares; 2025Q1: 33,699 shares; 2025Q2: 32,901 shares; 2025Q3: 34,360 shares; 2025Q4: 33,571 shares; 2026Q1: 34,704 shares; 2026Q2: 34,760 shares 34,760 $6.96M 3.69% +56 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,537 shares; 2024Q4: 75,169 shares; 2025Q1: 62,932 shares; 2025Q2: 43,716 shares; 2025Q3: 54,155 shares; 2025Q4: 53,821 shares; 2026Q1: 54,099 shares; 2026Q2: 51,982 shares 51,982 $4.16M 2.2% -2,117 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,579 shares; 2024Q4: 39,667 shares; 2025Q1: 36,474 shares; 2025Q2: 32,228 shares; 2025Q3: 43,187 shares; 2025Q4: 42,499 shares; 2026Q1: 45,847 shares; 2026Q2: 42,559 shares 42,559 $3.83M 2.03% -3,288 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,120 shares; 2024Q4: 84,755 shares; 2025Q1: 94,871 shares; 2025Q2: 74,359 shares; 2025Q3: 99,795 shares; 2025Q4: 102,664 shares; 2026Q1: 108,847 shares; 2026Q2: 101,135 shares 101,135 $3.5M 1.85% -7,712 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: 7,937 shares; 2024Q4: 6,720 shares; 2025Q1: 4,429 shares; 2025Q2: 2,491 shares; 2025Q3: 2,796 shares; 2025Q4: 2,710 shares; 2026Q1: 3,218 shares; 2026Q2: 4,361 shares 4,361 $3.27M 1.73% +1,143 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: 14,465 shares; 2024Q4: 20,974 shares; 2025Q1: 22,833 shares; 2025Q2: 26,291 shares; 2025Q3: 29,478 shares; 2025Q4: 30,750 shares; 2026Q1: 36,737 shares; 2026Q2: 29,260 shares 29,260 $2.77M 1.47% -7,477 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,038 shares; 2025Q4: 4,783 shares; 2026Q1: 4,713 shares; 2026Q2: 4,485 shares 4,485 $2.77M 1.47% -228 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: 13,381 shares; 2024Q4: 8,834 shares; 2025Q1: 6,958 shares; 2025Q2: 6,408 shares; 2025Q3: 7,262 shares; 2025Q4: 7,397 shares; 2026Q1: 7,485 shares; 2026Q2: 7,142 shares 7,142 $2.7M 1.43% -343 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,117 shares; 2025Q2: 9,983 shares; 2025Q3: 16,653 shares; 2025Q4: 15,962 shares; 2026Q1: 15,917 shares; 2026Q2: 14,908 shares 14,908 $2.63M 1.39% -1,009 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,805 shares; 2024Q4: 43,374 shares; 2025Q1: 14,713 shares; 2025Q2: 13,566 shares; 2025Q3: 13,865 shares; 2025Q4: 12,940 shares; 2026Q1: 7,024 shares; 2026Q2: 8,357 shares 8,357 $2.53M 1.34% +1,333 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: 55,033 shares; 2024Q4: 54,145 shares; 2025Q1: 6,133 shares; 2025Q2: 5,900 shares; 2025Q3: 6,884 shares; 2025Q4: 6,319 shares; 2026Q1: 6,000 shares; 2026Q2: 27,799 shares 27,799 $2.39M 1.27% +21,799 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,317 shares; 2024Q4: 4,035 shares; 2025Q1: 3,691 shares; 2025Q2: 2,151 shares; 2025Q3: 2,242 shares; 2025Q4: 2,112 shares; 2026Q1: 2,777 shares; 2026Q2: 1,945 shares 1,945 $2.29M 1.21% -832 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: 344,160 shares; 2024Q4: 343,534 shares; 2025Q1: 42,851 shares; 2025Q2: 41,097 shares; 2025Q3: 49,220 shares; 2025Q4: 45,183 shares; 2026Q1: 42,410 shares; 2026Q2: 32,024 shares 32,024 $2.28M 1.21% -10,386 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: 18,398 shares; 2024Q4: 18,432 shares; 2025Q1: 4,792 shares; 2025Q2: 4,817 shares; 2025Q3: 5,161 shares; 2025Q4: 6,264 shares; 2026Q1: 6,886 shares; 2026Q2: 7,524 shares 7,524 $2.18M 1.15% +638 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,561 shares; 2025Q1: 15,064 shares; 2025Q2: 58,754 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,180 shares; 2026Q2: 25,603 shares 25,603 $2.1M 1.12% +14,423 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: 19,087 shares; 2024Q4: 18,054 shares; 2025Q1: 11,187 shares; 2025Q2: 10,154 shares; 2025Q3: 10,031 shares; 2025Q4: 9,294 shares; 2026Q1: 4,326 shares; 2026Q2: 25,230 shares 25,230 $2.03M 1.08% +20,904 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,631 shares; 2024Q4: 57,248 shares; 2025Q1: 51,209 shares; 2025Q2: 43,861 shares; 2025Q3: 57,416 shares; 2025Q4: 58,765 shares; 2026Q1: 53,852 shares; 2026Q2: 49,746 shares 49,746 $2M 1.06% -4,106 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,464 shares; 2024Q4: 55,388 shares; 2025Q1: 48,353 shares; 2025Q2: 39,215 shares; 2025Q3: 37,798 shares; 2025Q4: 36,785 shares; 2026Q1: 37,042 shares; 2026Q2: 43,178 shares 43,178 $1.99M 1.06% +6,136 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,327 shares; 2025Q1: 14,705 shares; 2025Q2: 13,544 shares; 2025Q3: 11,024 shares; 2025Q4: 10,599 shares; 2026Q1: 10,223 shares; 2026Q2: 18,065 shares 18,065 $1.98M 1.05% +7,842 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: 6,075 shares; 2024Q4: 5,684 shares; 2025Q1: 4,263 shares; 2025Q2: 4,339 shares; 2025Q3: 4,732 shares; 2025Q4: 9,399 shares; 2026Q1: 4,967 shares; 2026Q2: 5,022 shares 5,022 $1.86M 0.99% +55 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: 98,621 shares; 2024Q4: 97,642 shares; 2025Q1: 10,840 shares; 2025Q2: 10,504 shares; 2025Q3: 12,516 shares; 2025Q4: 17,300 shares; 2026Q1: 11,030 shares; 2026Q2: 8,335 shares 8,335 $1.82M 0.96% -2,695 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,348 shares; 2025Q4: 4,674 shares; 2026Q1: 8,078 shares; 2026Q2: 7,577 shares 7,577 $1.8M 0.95% -501 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: 6,836 shares; 2024Q4: 7,262 shares; 2025Q1: 4,553 shares; 2025Q2: 2,466 shares; 2025Q3: 3,019 shares; 2025Q4: 3,913 shares; 2026Q1: 4,408 shares; 2026Q2: 4,421 shares 4,421 $1.65M 0.87% +13 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,699 shares; 2024Q4: 57,744 shares; 2025Q1: 68,202 shares; 2025Q2: 62,673 shares; 2025Q3: 65,910 shares; 2025Q4: 63,179 shares; 2026Q1: 67,831 shares; 2026Q2: 63,640 shares 63,640 $1.52M 0.81% -4,191 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,061 shares 2,061 $1.49M 0.79% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,471 shares; 2026Q1: 12,138 shares; 2026Q2: 16,208 shares 16,208 $1.49M 0.79% +4,070 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,055 shares; 2024Q4: 2,459 shares; 2025Q1: 2,013 shares; 2025Q2: 1,817 shares; 2025Q3: 1,881 shares; 2025Q4: 1,803 shares; 2026Q1: 1,754 shares; 2026Q2: 1,675 shares 1,675 $1.39M 0.74% -79 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: 3,493 shares; 2024Q4: 3,553 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,079 shares; 2025Q4: 1,314 shares; 2026Q1: 1,709 shares; 2026Q2: 3,814 shares 3,814 $1.36M 0.72% +2,105 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,499 shares; 2024Q4: 2,663 shares; 2025Q1: 1,396 shares; 2025Q2: 1,468 shares; 2025Q3: 2,060 shares; 2025Q4: 2,964 shares; 2026Q1: 3,815 shares; 2026Q2: 3,852 shares 3,852 $1.36M 0.72% +37 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,517 shares; 2024Q4: 1,679 shares; 2025Q1: 1,622 shares; 2025Q2: 1,686 shares; 2025Q3: 1,853 shares; 2025Q4: 1,870 shares; 2026Q1: 1,849 shares; 2026Q2: 1,781 shares 1,781 $1.35M 0.72% -68 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,015 shares; 2025Q1: 8,606 shares; 2025Q2: 8,753 shares; 2025Q3: 9,395 shares; 2025Q4: 9,782 shares; 2026Q1: 9,619 shares; 2026Q2: 9,265 shares 9,265 $1.34M 0.71% -354 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,238 shares 8,238 $1.34M 0.71% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 1,158 shares; 2025Q4: 1,087 shares; 2026Q1: 1,074 shares; 2026Q2: 662 shares 662 $1.31M 0.7% -412 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: 2,311 shares; 2024Q4: 2,544 shares; 2025Q1: 1,661 shares; 2025Q2: 1,679 shares; 2025Q3: 2,322 shares; 2025Q4: 5,267 shares; 2026Q1: 5,242 shares; 2026Q2: 5,022 shares 5,022 $1.28M 0.68% -220 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: 130,690 shares; 2024Q4: 124,297 shares; 2025Q1: 33,172 shares; 2025Q2: 28,113 shares; 2025Q3: 31,809 shares; 2025Q4: 31,231 shares; 2026Q1: 28,281 shares; 2026Q2: 25,793 shares 25,793 $1.25M 0.66% -2,488 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: 17,195 shares; 2024Q4: 16,171 shares; 2025Q1: 12,131 shares; 2025Q2: 12,340 shares; 2025Q3: 13,722 shares; 2025Q4: 14,924 shares; 2026Q1: 14,244 shares; 2026Q2: 14,477 shares 14,477 $1.24M 0.66% +233 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: 2,322 shares; 2024Q4: 2,235 shares; 2025Q1: 1,981 shares; 2025Q2: 1,716 shares; 2025Q3: 1,748 shares; 2025Q4: 2,154 shares; 2026Q1: 2,726 shares; 2026Q2: 3,219 shares 3,219 $1.19M 0.63% +493 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,051 shares; 2026Q2: 5,165 shares 5,165 $1.17M 0.62% +4,114 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: 26,205 shares; 2024Q4: 18,476 shares; 2025Q1: 17,183 shares; 2025Q2: 12,490 shares; 2025Q3: 17,265 shares; 2025Q4: 17,916 shares; 2026Q1: 19,146 shares; 2026Q2: 15,898 shares 15,898 $1.17M 0.62% -3,248 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,126 shares; 2024Q4: 20,488 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,488 shares; 2025Q4: 11,611 shares; 2026Q1: 10,221 shares; 2026Q2: 10,769 shares 10,769 $1.16M 0.62% +548 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,271 shares; 2026Q2: 7,272 shares 7,272 $1.15M 0.61% +1,001 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD 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: 34,257 shares; 2026Q1: 33,383 shares; 2026Q2: 32,442 shares 32,442 $1.15M 0.61% -941 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: 6,972 shares; 2024Q4: 7,502 shares; 2025Q1: 2,520 shares; 2025Q2: 2,668 shares; 2025Q3: 3,194 shares; 2025Q4: 3,959 shares; 2026Q1: 4,669 shares; 2026Q2: 4,690 shares 4,690 $1.12M 0.59% +21 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: 2,732 shares; 2024Q4: 2,865 shares; 2025Q1: 2,932 shares; 2025Q2: 2,749 shares; 2025Q3: 3,560 shares; 2025Q4: 3,997 shares; 2026Q1: 3,580 shares; 2026Q2: 3,388 shares 3,388 $1.11M 0.59% -192 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,598 shares 9,598 $1.1M 0.58% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,262 shares; 2024Q4: 1,171 shares; 2025Q1: 1,187 shares; 2025Q2: 1,086 shares; 2025Q3: 1,271 shares; 2025Q4: 1,382 shares; 2026Q1: 1,309 shares; 2026Q2: 1,023 shares 1,023 $1.09M 0.58% -286 Timeline USDU 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,261 shares; 2026Q2: 40,138 shares 40,138 $1.07M 0.57% +4,877 Timeline VLUE 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: 5,292 shares; 2026Q2: 5,286 shares 5,286 $1.06M 0.56% -6 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,653 shares 1,653 $1.06M 0.56% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 15,895 shares; 2026Q1: 16,030 shares; 2026Q2: 15,822 shares 15,822 $1.05M 0.56% -208 Timeline BNDC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,781 shares; 2024Q4: 71,667 shares; 2025Q1: 50,145 shares; 2025Q2: 46,471 shares; 2025Q3: 50,998 shares; 2025Q4: 47,617 shares; 2026Q1: 54,528 shares; 2026Q2: 47,458 shares 47,458 $1.05M 0.56% -7,070 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,828 shares; 2024Q4: 7,365 shares; 2025Q1: 7,052 shares; 2025Q2: 7,365 shares; 2025Q3: 7,604 shares; 2025Q4: 7,698 shares; 2026Q1: 7,459 shares; 2026Q2: 7,124 shares 7,124 $1.05M 0.55% -335 Timeline DXJ 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,760 shares; 2026Q2: 5,970 shares 5,970 $1.04M 0.55% +210 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 915 shares; 2025Q4: 1,012 shares; 2026Q1: 1,020 shares; 2026Q2: 1,010 shares 1,010 $1.02M 0.54% -10 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,452 shares; 2024Q4: 25,225 shares; 2025Q1: 19,373 shares; 2025Q2: 15,369 shares; 2025Q3: 14,958 shares; 2025Q4: 12,251 shares; 2026Q1: 11,770 shares; 2026Q2: 11,098 shares 11,098 $997K 0.53% -672 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,704 shares; 2025Q2: 12,312 shares; 2025Q3: 13,993 shares; 2025Q4: not reported; 2026Q1: 18,818 shares; 2026Q2: 18,086 shares 18,086 $996K 0.53% -732 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,113 shares 23,113 $995K 0.53% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,757 shares; 2026Q2: 3,653 shares 3,653 $982K 0.52% -104 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,607 shares; 2024Q4: not reported; 2025Q1: 8,010 shares; 2025Q2: 11,336 shares; 2025Q3: 12,740 shares; 2025Q4: not reported; 2026Q1: 17,061 shares; 2026Q2: 16,033 shares 16,033 $978K 0.52% -1,028 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: 11,910 shares; 2024Q4: 11,537 shares; 2025Q1: 12,426 shares; 2025Q2: 8,407 shares; 2025Q3: 8,103 shares; 2025Q4: 12,576 shares; 2026Q1: 9,434 shares; 2026Q2: 9,498 shares 9,498 $940K 0.5% +64 Timeline RPV 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: 7,098 shares; 2026Q2: 8,170 shares 8,170 $930K 0.49% +1,072 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,271 shares 12,271 $914K 0.48% new 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: 27,280 shares; 2024Q4: 23,506 shares; 2025Q1: 20,437 shares; 2025Q2: 12,035 shares; 2025Q3: 16,967 shares; 2025Q4: 16,434 shares; 2026Q1: 17,539 shares; 2026Q2: 6,629 shares 6,629 $912K 0.48% -10,910 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: 4,817 shares; 2024Q4: 4,502 shares; 2025Q1: 4,040 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,244 shares 1,244 $896K 0.48% new Timeline RGLO RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,302 shares; 2025Q3: 26,274 shares; 2025Q4: 26,148 shares; 2026Q1: 27,479 shares; 2026Q2: 27,061 shares 27,061 $881K 0.47% -418 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: 3,601 shares; 2024Q4: 3,538 shares; 2025Q1: 318 shares; 2025Q2: 390 shares; 2025Q3: 476 shares; 2025Q4: 591 shares; 2026Q1: 576 shares; 2026Q2: 730 shares 730 $876K 0.46% +154 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF 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: 31,881 shares; 2025Q4: 32,190 shares; 2026Q1: 31,133 shares; 2026Q2: 33,194 shares 33,194 $858K 0.46% +2,061 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,315 shares; 2026Q2: 12,403 shares 12,403 $848K 0.45% +88 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,384 shares; 2024Q4: 20,573 shares; 2025Q1: 16,926 shares; 2025Q2: 15,421 shares; 2025Q3: 19,009 shares; 2025Q4: 17,721 shares; 2026Q1: 13,743 shares; 2026Q2: 12,386 shares 12,386 $842K 0.45% -1,357 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,857 shares; 2024Q4: 5,797 shares; 2025Q1: 4,897 shares; 2025Q2: 4,297 shares; 2025Q3: 8,276 shares; 2025Q4: 8,578 shares; 2026Q1: 4,481 shares; 2026Q2: 4,546 shares 4,546 $842K 0.45% +65 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,963 shares; 2024Q4: 19,033 shares; 2025Q1: 19,610 shares; 2025Q2: 27,231 shares; 2025Q3: 31,132 shares; 2025Q4: 32,086 shares; 2026Q1: 31,118 shares; 2026Q2: 30,652 shares 30,652 $842K 0.45% -466 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,746 shares; 2026Q2: 15,813 shares 15,813 $840K 0.45% +2,067 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: 2,064 shares; 2024Q4: 2,336 shares; 2025Q1: 1,874 shares; 2025Q2: 1,930 shares; 2025Q3: 2,350 shares; 2025Q4: 2,591 shares; 2026Q1: 1,631 shares; 2026Q2: 1,468 shares 1,468 $827K 0.44% -163 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,520 shares; 2024Q4: 13,551 shares; 2025Q1: 11,775 shares; 2025Q2: 10,841 shares; 2025Q3: 8,570 shares; 2025Q4: 8,229 shares; 2026Q1: 7,850 shares; 2026Q2: 7,551 shares 7,551 $824K 0.44% -299 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 360 shares 360 $819K 0.43% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,162 shares; 2024Q4: 6,714 shares; 2025Q1: 5,925 shares; 2025Q2: 5,135 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,035 shares 3,035 $814K 0.43% new Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 1,965 shares; 2026Q2: 1,926 shares 1,926 $801K 0.43% -39 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 910 shares 910 $781K 0.41% new Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS 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: 9,530 shares 9,530 $777K 0.41% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,523 shares; 2026Q2: 5,272 shares 5,272 $772K 0.41% -251 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,857 shares; 2025Q3: 9,091 shares; 2025Q4: 9,030 shares; 2026Q1: 10,847 shares; 2026Q2: 11,041 shares 11,041 $767K 0.41% +194 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,855 shares 2,855 $763K 0.4% new Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,427 shares; 2026Q2: 1,350 shares 1,350 $759K 0.4% -77 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: 135,285 shares; 2024Q4: 134,105 shares; 2025Q1: 16,269 shares; 2025Q2: 15,771 shares; 2025Q3: 19,080 shares; 2025Q4: 17,865 shares; 2026Q1: 16,800 shares; 2026Q2: 12,675 shares 12,675 $757K 0.4% -4,125 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP 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: 8,967 shares; 2026Q2: 8,657 shares 8,657 $754K 0.4% -310 Timeline XSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,693 shares; 2025Q2: 8,270 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,928 shares; 2026Q2: 16,767 shares 16,767 $745K 0.39% +5,839 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP 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: 5,128 shares 5,128 $740K 0.39% new 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: 8,069 shares; 2024Q4: 7,140 shares; 2025Q1: 4,339 shares; 2025Q2: 4,593 shares; 2025Q3: 4,960 shares; 2025Q4: 6,301 shares; 2026Q1: 5,316 shares; 2026Q2: 3,222 shares 3,222 $732K 0.39% -2,094 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,720 shares; 2025Q4: 3,435 shares; 2026Q1: 6,511 shares; 2026Q2: 8,128 shares 8,128 $713K 0.38% +1,617 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: 5,854 shares; 2024Q4: 6,389 shares; 2025Q1: 5,948 shares; 2025Q2: 6,118 shares; 2025Q3: 6,753 shares; 2025Q4: 3,775 shares; 2026Q1: 4,072 shares; 2026Q2: 3,921 shares 3,921 $709K 0.38% -151 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,412 shares; 2026Q2: 31,137 shares 31,137 $709K 0.38% +1,725 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,793 shares; 2025Q4: 16,335 shares; 2026Q1: 15,963 shares; 2026Q2: 7,586 shares 7,586 $709K 0.38% -8,377 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,400 shares; 2024Q4: 15,738 shares; 2025Q1: 16,178 shares; 2025Q2: 17,565 shares; 2025Q3: 14,548 shares; 2025Q4: 14,350 shares; 2026Q1: 13,587 shares; 2026Q2: 14,171 shares 14,171 $698K 0.37% +584 Timeline PDBA INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,600 shares 19,600 $698K 0.37% new Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,019 shares; 2025Q2: 6,938 shares; 2025Q3: 6,983 shares; 2025Q4: 6,673 shares; 2026Q1: 7,228 shares; 2026Q2: 7,542 shares 7,542 $697K 0.37% +314 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: 53,778 shares; 2024Q4: 53,731 shares; 2025Q1: 12,806 shares; 2025Q2: 11,612 shares; 2025Q3: 12,068 shares; 2025Q4: 11,458 shares; 2026Q1: 9,124 shares; 2026Q2: 8,883 shares 8,883 $692K 0.37% -241 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,027 shares; 2026Q2: 27,415 shares 27,415 $675K 0.36% -2,612 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 592 shares; 2026Q2: 583 shares 583 $673K 0.36% -9 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,218 shares; 2025Q1: not reported; 2025Q2: 1,069 shares; 2025Q3: 1,340 shares; 2025Q4: 1,454 shares; 2026Q1: 1,445 shares; 2026Q2: 1,391 shares 1,391 $664K 0.35% -54 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,974 shares; 2025Q3: 8,163 shares; 2025Q4: 8,077 shares; 2026Q1: 8,765 shares; 2026Q2: 8,957 shares 8,957 $653K 0.35% +192 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,651 shares; 2026Q2: 8,312 shares 8,312 $641K 0.34% -339 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: 18,827 shares; 2024Q4: 18,013 shares; 2025Q1: 16,058 shares; 2025Q2: 13,958 shares; 2025Q3: 13,794 shares; 2025Q4: 12,930 shares; 2026Q1: 9,612 shares; 2026Q2: 11,907 shares 11,907 $637K 0.34% +2,295 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,041 shares; 2024Q4: 12,945 shares; 2025Q1: 10,094 shares; 2025Q2: 9,043 shares; 2025Q3: 12,196 shares; 2025Q4: 12,562 shares; 2026Q1: 14,038 shares; 2026Q2: 13,029 shares 13,029 $632K 0.34% -1,009 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,226 shares; 2024Q4: 14,807 shares; 2025Q1: 11,095 shares; 2025Q2: 11,573 shares; 2025Q3: 11,184 shares; 2025Q4: 8,625 shares; 2026Q1: 6,881 shares; 2026Q2: 6,400 shares 6,400 $628K 0.33% -481 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: 5,940 shares; 2024Q4: 6,885 shares; 2025Q1: 3,333 shares; 2025Q2: 3,146 shares; 2025Q3: 3,743 shares; 2025Q4: 4,202 shares; 2026Q1: 4,657 shares; 2026Q2: 4,588 shares 4,588 $627K 0.33% -69 Timeline DTH 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,509 shares 11,509 $623K 0.33% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,608 shares; 2025Q4: 15,298 shares; 2026Q1: 7,268 shares; 2026Q2: 11,857 shares 11,857 $615K 0.33% +4,589 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,952 shares; 2025Q4: 5,784 shares; 2026Q1: 5,647 shares; 2026Q2: 5,392 shares 5,392 $603K 0.32% -255 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,700 shares; 2024Q4: 14,383 shares; 2025Q1: 6,883 shares; 2025Q2: 5,973 shares; 2025Q3: 7,211 shares; 2025Q4: 6,941 shares; 2026Q1: 14,021 shares; 2026Q2: 12,221 shares 12,221 $602K 0.32% -1,800 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,057 shares; 2024Q4: 8,874 shares; 2025Q1: 7,354 shares; 2025Q2: 10,678 shares; 2025Q3: 6,140 shares; 2025Q4: 5,990 shares; 2026Q1: 6,043 shares; 2026Q2: 6,338 shares 6,338 $599K 0.32% +295 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,949 shares; 2024Q4: 4,485 shares; 2025Q1: 3,667 shares; 2025Q2: 3,073 shares; 2025Q3: 2,993 shares; 2025Q4: 2,344 shares; 2026Q1: 2,331 shares; 2026Q2: 2,142 shares 2,142 $591K 0.31% -189 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: 6,246 shares; 2024Q4: 6,401 shares; 2025Q1: 2,866 shares; 2025Q2: 2,817 shares; 2025Q3: 3,966 shares; 2025Q4: 5,015 shares; 2026Q1: 5,142 shares; 2026Q2: 5,194 shares 5,194 $588K 0.31% +52 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: 4,734 shares; 2024Q4: 5,070 shares; 2025Q1: 4,561 shares; 2025Q2: 4,741 shares; 2025Q3: 5,988 shares; 2025Q4: 7,199 shares; 2026Q1: 7,286 shares; 2026Q2: 7,141 shares 7,141 $580K 0.31% -145 Timeline FRNW FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,142 shares 23,142 $564K 0.3% new 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: not reported; 2024Q4: not reported; 2025Q1: 3,069 shares; 2025Q2: 3,000 shares; 2025Q3: 3,624 shares; 2025Q4: 4,015 shares; 2026Q1: 4,622 shares; 2026Q2: 5,110 shares 5,110 $564K 0.3% +488 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: 1,006 shares; 2024Q4: 1,241 shares; 2025Q1: 1,069 shares; 2025Q2: 1,029 shares; 2025Q3: 1,343 shares; 2025Q4: 1,614 shares; 2026Q1: 1,660 shares; 2026Q2: 1,592 shares 1,592 $561K 0.3% -68 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY 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: 16,760 shares; 2025Q4: 16,261 shares; 2026Q1: 15,135 shares; 2026Q2: 15,864 shares 15,864 $559K 0.3% +729 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,360 shares; 2024Q4: 2,134 shares; 2025Q1: 1,605 shares; 2025Q2: 1,512 shares; 2025Q3: 1,812 shares; 2025Q4: 2,077 shares; 2026Q1: 2,215 shares; 2026Q2: 2,210 shares 2,210 $556K 0.29% -5 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,427 shares; 2026Q2: 2,297 shares 2,297 $549K 0.29% +870 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,563 shares 9,563 $539K 0.29% new Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,698 shares; 2024Q4: 15,299 shares; 2025Q1: 15,402 shares; 2025Q2: 15,678 shares; 2025Q3: 13,402 shares; 2025Q4: 13,051 shares; 2026Q1: 12,146 shares; 2026Q2: 12,001 shares 12,001 $534K 0.28% -145 Timeline EWW ISHARES INC More: the full row for ISHARES 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: 7,056 shares 7,056 $531K 0.28% new 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: 890 shares; 2024Q4: 1,045 shares; 2025Q1: 2,369 shares; 2025Q2: 887 shares; 2025Q3: 969 shares; 2025Q4: 2,090 shares; 2026Q1: 1,252 shares; 2026Q2: 1,257 shares 1,257 $529K 0.28% +5 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: 2,819 shares; 2024Q4: 3,079 shares; 2025Q1: 2,391 shares; 2025Q2: 2,260 shares; 2025Q3: 2,964 shares; 2025Q4: 3,567 shares; 2026Q1: 3,653 shares; 2026Q2: 3,525 shares 3,525 $517K 0.27% -128 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,741 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,610 shares 12,610 $517K 0.27% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,743 shares; 2024Q4: not reported; 2025Q1: 5,453 shares; 2025Q2: 9,754 shares; 2025Q3: 11,377 shares; 2025Q4: 13,072 shares; 2026Q1: 10,564 shares; 2026Q2: 6,105 shares 6,105 $506K 0.27% -4,459 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 592 shares; 2024Q4: 682 shares; 2025Q1: 618 shares; 2025Q2: 723 shares; 2025Q3: 1,037 shares; 2025Q4: 1,253 shares; 2026Q1: 1,266 shares; 2026Q2: 1,196 shares 1,196 $497K 0.26% -70 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: 1,503 shares; 2024Q4: 1,736 shares; 2025Q1: 1,222 shares; 2025Q2: 1,354 shares; 2025Q3: 1,435 shares; 2025Q4: 1,515 shares; 2026Q1: 1,537 shares; 2026Q2: 1,320 shares 1,320 $493K 0.26% -217 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,379 shares 4,379 $477K 0.25% new Timeline HCMT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 8,542 shares; 2025Q3: 14,056 shares; 2025Q4: 12,567 shares; 2026Q1: 12,015 shares; 2026Q2: 11,298 shares 11,298 $474K 0.25% -717 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS 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: 4,142 shares; 2026Q2: 6,175 shares 6,175 $459K 0.24% +2,033 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: 333 shares; 2024Q4: 316 shares; 2025Q1: 361 shares; 2025Q2: 326 shares; 2025Q3: 409 shares; 2025Q4: 473 shares; 2026Q1: 478 shares; 2026Q2: 461 shares 461 $451K 0.24% -17 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,041 shares; 2025Q4: 12,319 shares; 2026Q1: 12,280 shares; 2026Q2: 8,459 shares 8,459 $446K 0.24% -3,821 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: 284 shares; 2024Q4: 303 shares; 2025Q1: 266 shares; 2025Q2: 887 shares; 2025Q3: 318 shares; 2025Q4: 375 shares; 2026Q1: 439 shares; 2026Q2: 475 shares 475 $444K 0.24% +36 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: 9,239 shares; 2024Q4: 8,661 shares; 2025Q1: 3,685 shares; 2025Q2: 3,270 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,830 shares; 2026Q2: 3,568 shares 3,568 $444K 0.24% -262 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: 1,763 shares; 2024Q4: 351 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 166 shares; 2026Q2: 1,470 shares 1,470 $444K 0.24% +1,304 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,314 shares; 2025Q4: 2,053 shares; 2026Q1: 2,254 shares; 2026Q2: 2,654 shares 2,654 $440K 0.23% +400 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE 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: 11,055 shares; 2025Q4: 11,050 shares; 2026Q1: 10,520 shares; 2026Q2: 11,565 shares 11,565 $434K 0.23% +1,045 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: 4,241 shares; 2024Q4: 4,368 shares; 2025Q1: 3,644 shares; 2025Q2: 3,202 shares; 2025Q3: 4,079 shares; 2025Q4: 5,137 shares; 2026Q1: 5,259 shares; 2026Q2: 3,570 shares 3,570 $419K 0.22% -1,689 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: 2,499 shares; 2024Q4: 2,731 shares; 2025Q1: 1,706 shares; 2025Q2: 1,794 shares; 2025Q3: 657 shares; 2025Q4: 698 shares; 2026Q1: 707 shares; 2026Q2: 836 shares 836 $418K 0.22% +129 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: not reported; 2024Q4: not reported; 2025Q1: 3,879 shares; 2025Q2: 5,210 shares; 2025Q3: 6,366 shares; 2025Q4: 5,408 shares; 2026Q1: 5,277 shares; 2026Q2: 4,109 shares 4,109 $412K 0.22% -1,168 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,726 shares; 2024Q4: 8,326 shares; 2025Q1: 8,090 shares; 2025Q2: 8,677 shares; 2025Q3: 10,059 shares; 2025Q4: 9,227 shares; 2026Q1: 6,685 shares; 2026Q2: 6,414 shares 6,414 $411K 0.22% -271 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,065 shares; 2026Q2: 3,026 shares 3,026 $409K 0.22% -39 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,169 shares; 2026Q2: 1,369 shares 1,369 $408K 0.22% +200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,464 shares; 2026Q1: 2,015 shares; 2026Q2: 2,169 shares 2,169 $401K 0.21% +154 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,892 shares; 2024Q4: 4,195 shares; 2025Q1: 3,848 shares; 2025Q2: 3,189 shares; 2025Q3: 3,286 shares; 2025Q4: 3,854 shares; 2026Q1: 3,963 shares; 2026Q2: 1,164 shares 1,164 $399K 0.21% -2,799 Timeline TLTE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,086 shares; 2024Q4: 10,276 shares; 2025Q1: 7,846 shares; 2025Q2: 6,008 shares; 2025Q3: 6,568 shares; 2025Q4: 5,128 shares; 2026Q1: 5,509 shares; 2026Q2: 5,156 shares 5,156 $399K 0.21% -353 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 19,624 shares; 2026Q1: 23,414 shares; 2026Q2: 36,573 shares 36,573 $399K 0.21% +13,159 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,309 shares 1,309 $393K 0.21% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 244 shares; 2025Q1: 235 shares; 2025Q2: 224 shares; 2025Q3: 322 shares; 2025Q4: 421 shares; 2026Q1: 434 shares; 2026Q2: 409 shares 409 $393K 0.21% -25 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: 2,237 shares; 2024Q4: not reported; 2025Q1: 2,606 shares; 2025Q2: 2,628 shares; 2025Q3: 3,427 shares; 2025Q4: 4,311 shares; 2026Q1: 4,398 shares; 2026Q2: 4,050 shares 4,050 $388K 0.21% -348 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: 549 shares; 2024Q4: 549 shares; 2025Q1: 549 shares; 2025Q2: 538 shares; 2025Q3: 549 shares; 2025Q4: 2,274 shares; 2026Q1: 549 shares; 2026Q2: 523 shares 523 $385K 0.2% -26 Timeline RINT RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,085 shares; 2025Q3: 10,541 shares; 2025Q4: 10,820 shares; 2026Q1: 12,056 shares; 2026Q2: 12,035 shares 12,035 $384K 0.2% -21 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS 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: 1,971 shares; 2025Q4: 2,900 shares; 2026Q1: 2,915 shares; 2026Q2: 2,742 shares 2,742 $371K 0.2% -173 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: 698 shares; 2024Q4: 784 shares; 2025Q1: 726 shares; 2025Q2: 762 shares; 2025Q3: 1,071 shares; 2025Q4: 1,447 shares; 2026Q1: 1,469 shares; 2026Q2: 1,356 shares 1,356 $367K 0.19% -113 Timeline ICLN 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: 15,063 shares; 2026Q2: 17,689 shares 17,689 $362K 0.19% +2,626 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: 4,626 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,942 shares; 2025Q4: 9,174 shares; 2026Q1: 8,789 shares; 2026Q2: 8,559 shares 8,559 $362K 0.19% -230 Timeline ASHR DBX ETF TR More: the full row for DBX 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: 8,086 shares; 2026Q2: 9,859 shares 9,859 $361K 0.19% +1,773 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,738 shares; 2024Q4: 57,487 shares; 2025Q1: 11,437 shares; 2025Q2: 10,322 shares; 2025Q3: 10,585 shares; 2025Q4: 9,942 shares; 2026Q1: 7,936 shares; 2026Q2: 7,716 shares 7,716 $361K 0.19% -220 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,625 shares; 2025Q4: 1,963 shares; 2026Q1: 1,817 shares; 2026Q2: 1,892 shares 1,892 $359K 0.19% +75 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,760 shares 12,760 $358K 0.19% new Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR 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: 5,077 shares; 2025Q4: 5,240 shares; 2026Q1: 5,168 shares; 2026Q2: 4,133 shares 4,133 $354K 0.19% -1,035 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,663 shares; 2025Q1: 2,467 shares; 2025Q2: 2,292 shares; 2025Q3: 3,321 shares; 2025Q4: 3,557 shares; 2026Q1: 3,580 shares; 2026Q2: 3,371 shares 3,371 $350K 0.19% -209 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: 907 shares; 2024Q4: 1,104 shares; 2025Q1: 689 shares; 2025Q2: 652 shares; 2025Q3: 692 shares; 2025Q4: 755 shares; 2026Q1: 960 shares; 2026Q2: 996 shares 996 $342K 0.18% +36 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,061 shares; 2024Q4: 4,601 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,186 shares; 2026Q1: 2,389 shares; 2026Q2: 2,642 shares 2,642 $339K 0.18% +253 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: 26,242 shares; 2024Q4: 26,161 shares; 2025Q1: 6,360 shares; 2025Q2: 5,775 shares; 2025Q3: 5,965 shares; 2025Q4: 5,651 shares; 2026Q1: 4,503 shares; 2026Q2: 4,385 shares 4,385 $336K 0.18% -118 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,250 shares; 2025Q2: 17,482 shares; 2025Q3: 20,400 shares; 2025Q4: 21,579 shares; 2026Q1: 6,703 shares; 2026Q2: 8,270 shares 8,270 $336K 0.18% +1,567 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,279 shares; 2025Q4: 14,826 shares; 2026Q1: 16,119 shares; 2026Q2: 16,155 shares 16,155 $334K 0.18% +36 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,863 shares; 2026Q2: 6,512 shares 6,512 $328K 0.17% -351 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $326K 0.17% 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: 551 shares 551 $320K 0.17% new 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: not reported; 2024Q4: 3,243 shares; 2025Q1: 2,897 shares; 2025Q2: 12,185 shares; 2025Q3: 13,257 shares; 2025Q4: 12,455 shares; 2026Q1: 13,047 shares; 2026Q2: 3,830 shares 3,830 $317K 0.17% -9,217 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,626 shares 8,626 $316K 0.17% new Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR 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: 5,894 shares; 2025Q4: 6,104 shares; 2026Q1: 6,008 shares; 2026Q2: 4,948 shares 4,948 $315K 0.17% -1,060 Timeline BLV 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: 26,235 shares; 2024Q4: 26,183 shares; 2025Q1: 6,357 shares; 2025Q2: 5,824 shares; 2025Q3: 6,049 shares; 2025Q4: 5,808 shares; 2026Q1: 4,623 shares; 2026Q2: 4,491 shares 4,491 $310K 0.16% -132 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 977 shares; 2024Q4: 977 shares; 2025Q1: 977 shares; 2025Q2: 977 shares; 2025Q3: 977 shares; 2025Q4: 977 shares; 2026Q1: 977 shares; 2026Q2: 843 shares 843 $304K 0.16% -134 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II 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: 5,982 shares 5,982 $301K 0.16% new Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,979 shares; 2026Q2: 9,445 shares 9,445 $300K 0.16% +466 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,896 shares; 2026Q1: 5,171 shares; 2026Q2: 5,251 shares 5,251 $299K 0.16% +80 Timeline REMG RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE 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: 7,456 shares; 2025Q4: 7,520 shares; 2026Q1: 8,047 shares; 2026Q2: 7,914 shares 7,914 $295K 0.16% -133 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,361 shares; 2026Q2: 1,405 shares 1,405 $294K 0.16% +44 Timeline GQRE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,347 shares; 2024Q4: 7,990 shares; 2025Q1: 7,849 shares; 2025Q2: 4,172 shares; 2025Q3: 5,538 shares; 2025Q4: 5,672 shares; 2026Q1: 4,244 shares; 2026Q2: 4,472 shares 4,472 $286K 0.15% +228 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 443 shares; 2025Q4: 589 shares; 2026Q1: 651 shares; 2026Q2: 440 shares 440 $279K 0.15% -211 Timeline GDX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,522 shares; 2026Q2: 3,599 shares 3,599 $272K 0.14% +1,077 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,008 shares; 2026Q1: 2,006 shares; 2026Q2: 1,874 shares 1,874 $262K 0.14% -132 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 606 shares 606 $261K 0.14% new 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: 1,432 shares; 2026Q2: 1,372 shares 1,372 $260K 0.14% -60 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 597 shares 597 $259K 0.14% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS 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: 1,073 shares; 2026Q2: 1,042 shares 1,042 $257K 0.14% -31 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC 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: 1,490 shares 1,490 $253K 0.13% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 126 shares 126 $251K 0.13% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 473 shares; 2024Q4: 474 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 362 shares; 2025Q4: 496 shares; 2026Q1: 511 shares; 2026Q2: 491 shares 491 $250K 0.13% -20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,043 shares; 2026Q1: 2,078 shares; 2026Q2: 1,972 shares 1,972 $250K 0.13% -106 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: 19,803 shares; 2024Q4: 15,797 shares; 2025Q1: 10,139 shares; 2025Q2: 13,790 shares; 2025Q3: 12,004 shares; 2025Q4: 12,915 shares; 2026Q1: 8,957 shares; 2026Q2: 3,228 shares 3,228 $247K 0.13% -5,729 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,453 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,509 shares; 2026Q2: 9,856 shares 9,856 $247K 0.13% +347 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT 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: 7,010 shares; 2025Q4: 6,699 shares; 2026Q1: 6,101 shares; 2026Q2: 5,834 shares 5,834 $247K 0.13% -267 Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,223 shares; 2025Q3: 4,554 shares; 2025Q4: 4,237 shares; 2026Q1: 3,469 shares; 2026Q2: 3,245 shares 3,245 $245K 0.13% -224 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,087 shares; 2024Q4: 7,359 shares; 2025Q1: 8,104 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,556 shares; 2026Q2: 4,037 shares 4,037 $242K 0.13% -4,519 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: 7,255 shares; 2024Q4: 8,479 shares; 2025Q1: 6,271 shares; 2025Q2: 6,751 shares; 2025Q3: not reported; 2025Q4: 2,128 shares; 2026Q1: 2,136 shares; 2026Q2: 2,050 shares 2,050 $240K 0.13% -86 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,243 shares; 2025Q3: 10,764 shares; 2025Q4: 12,286 shares; 2026Q1: 12,375 shares; 2026Q2: 8,709 shares 8,709 $230K 0.12% -3,666 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 319 shares 319 $228K 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,631 shares; 2025Q3: 2,910 shares; 2025Q4: 3,059 shares; 2026Q1: 947 shares; 2026Q2: 799 shares 799 $225K 0.12% -148 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,050 shares; 2025Q3: 10,842 shares; 2025Q4: 10,201 shares; 2026Q1: 9,944 shares; 2026Q2: 5,200 shares 5,200 $224K 0.12% -4,744 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,589 shares 3,589 $223K 0.12% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,490 shares; 2025Q4: 2,893 shares; 2026Q1: 2,943 shares; 2026Q2: 2,627 shares 2,627 $222K 0.12% -316 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: 46,875 shares; 2024Q4: 46,880 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,078 shares 1,078 $222K 0.12% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC 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: 1,428 shares; 2026Q1: 1,476 shares; 2026Q2: 1,464 shares 1,464 $222K 0.12% -12 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,069 shares 1,069 $221K 0.12% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 666 shares 666 $220K 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,488 shares; 2025Q3: 1,576 shares; 2025Q4: 1,534 shares; 2026Q1: 412 shares; 2026Q2: 421 shares 421 $216K 0.11% +9 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,841 shares; 2026Q2: 2,823 shares 2,823 $215K 0.11% -18 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US 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: 932 shares; 2025Q4: 1,238 shares; 2026Q1: 1,252 shares; 2026Q2: 1,254 shares 1,254 $210K 0.11% +2 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,024 shares; 2024Q4: 1,024 shares; 2025Q1: 1,024 shares; 2025Q2: 1,024 shares; 2025Q3: 1,024 shares; 2025Q4: not reported; 2026Q1: 932 shares; 2026Q2: 932 shares 932 $210K 0.11% 0 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,998 shares; 2026Q2: 5,070 shares 5,070 $209K 0.11% -11,928 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,552 shares; 2025Q1: 5,792 shares; 2025Q2: 7,089 shares; 2025Q3: 8,279 shares; 2025Q4: 7,452 shares; 2026Q1: not reported; 2026Q2: 2,035 shares 2,035 $208K 0.11% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,327 shares; 2026Q1: 3,754 shares; 2026Q2: 2,651 shares 2,651 $207K 0.11% -1,103 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,198 shares 2,198 $202K 0.11% new Timeline