DFUS 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 1,343,917 shares; 2025Q4: 4,742,037 shares; 2026Q1: 4,742,037 shares; 2026Q2: 4,839,412 shares 4,839,412 $397M 4.49% +97,375 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: 161,126 shares; 2024Q4: 279,838 shares; 2025Q1: not loaded; 2025Q2: 551,051 shares; 2025Q3: 441,327 shares; 2025Q4: 801,410 shares; 2026Q1: 801,410 shares; 2026Q2: 1,112,915 shares 1,112,915 $223M 2.52% +311,505 Timeline DFAI 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 832,339 shares; 2025Q4: 3,408,299 shares; 2026Q1: 3,408,299 shares; 2026Q2: 4,495,210 shares 4,495,210 $185M 2.1% +1,086,911 Timeline DFAS 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 5,900 shares; 2025Q3: 396,981 shares; 2025Q4: 1,257,727 shares; 2026Q1: 1,257,727 shares; 2026Q2: 2,237,685 shares 2,237,685 $184M 2.09% +979,958 Timeline DFLV 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 7,536 shares; 2025Q3: 833,854 shares; 2025Q4: 2,580,784 shares; 2026Q1: 2,580,784 shares; 2026Q2: 4,593,828 shares 4,593,828 $182M 2.06% +2,013,044 Timeline DFSD 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 599,073 shares; 2025Q4: 2,274,567 shares; 2026Q1: 2,274,567 shares; 2026Q2: 3,490,783 shares 3,490,783 $167M 1.89% +1,216,216 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: 14,897 shares; 2025Q1: not loaded; 2025Q2: 3,581 shares; 2025Q3: 25,162 shares; 2025Q4: 155,805 shares; 2026Q1: 155,805 shares; 2026Q2: 1,609,405 shares 1,609,405 $162M 1.84% +1,453,600 Timeline DFCF 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 655,243 shares; 2025Q4: 2,458,323 shares; 2026Q1: 2,458,323 shares; 2026Q2: 3,679,427 shares 3,679,427 $155M 1.76% +1,221,104 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: 48,065 shares; 2024Q4: 80,708 shares; 2025Q1: not loaded; 2025Q2: 167,516 shares; 2025Q3: 139,395 shares; 2025Q4: 230,434 shares; 2026Q1: 230,434 shares; 2026Q2: 375,993 shares 375,993 $140M 1.59% +145,559 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: 67,423 shares; 2024Q4: 105,113 shares; 2025Q1: not loaded; 2025Q2: 194,012 shares; 2025Q3: not reported; 2025Q4: 226,667 shares; 2026Q1: 226,667 shares; 2026Q2: 385,811 shares 385,811 $138M 1.56% +159,144 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: 9,229 shares; 2024Q4: 21,872 shares; 2025Q1: not loaded; 2025Q2: 58,391 shares; 2025Q3: 42,340 shares; 2025Q4: 81,725 shares; 2026Q1: 81,725 shares; 2026Q2: 172,579 shares 172,579 $129M 1.46% +90,854 Timeline DFAE 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 679,344 shares; 2025Q4: 2,670,478 shares; 2026Q1: 2,670,478 shares; 2026Q2: 2,965,059 shares 2,965,059 $119M 1.35% +294,581 Timeline DUSB 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 295,350 shares; 2025Q4: 1,162,271 shares; 2026Q1: 1,162,271 shares; 2026Q2: 1,786,825 shares 1,786,825 $90.7M 1.03% +624,554 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 22,516 shares; 2025Q3: 325,236 shares; 2025Q4: 476,752 shares; 2026Q1: 476,752 shares; 2026Q2: 1,272,182 shares 1,272,182 $86.5M 0.98% +795,430 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: 5,642 shares; 2024Q4: 5,862 shares; 2025Q1: not loaded; 2025Q2: 17,458 shares; 2025Q3: 6,047 shares; 2025Q4: 36,529 shares; 2026Q1: 36,529 shares; 2026Q2: 124,172 shares 124,172 $85.3M 0.97% +87,643 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: 42,928 shares; 2024Q4: 60,805 shares; 2025Q1: not loaded; 2025Q2: 96,421 shares; 2025Q3: 96,873 shares; 2025Q4: 140,379 shares; 2026Q1: 140,379 shares; 2026Q2: 224,337 shares 224,337 $84.7M 0.96% +83,958 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: 51,102 shares; 2024Q4: 46,233 shares; 2025Q1: not loaded; 2025Q2: 106,477 shares; 2025Q3: 79,538 shares; 2025Q4: 132,017 shares; 2026Q1: 132,017 shares; 2026Q2: 251,991 shares 251,991 $82.5M 0.93% +119,974 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: 4,346 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 51,920 shares; 2025Q3: 141,961 shares; 2025Q4: 226,958 shares; 2026Q1: 226,958 shares; 2026Q2: 595,611 shares 595,611 $81.9M 0.93% +368,653 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: 7,018 shares; 2024Q4: 6,911 shares; 2025Q1: not loaded; 2025Q2: 11,603 shares; 2025Q3: 41,376 shares; 2025Q4: 119,316 shares; 2026Q1: 119,316 shares; 2026Q2: 895,910 shares 895,910 $77.2M 0.87% +776,594 Timeline DUHP 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 325,491 shares; 2025Q4: 1,028,094 shares; 2026Q1: 1,028,094 shares; 2026Q2: 1,846,253 shares 1,846,253 $77M 0.87% +818,159 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: 157,722 shares; 2024Q4: 180,852 shares; 2025Q1: not loaded; 2025Q2: 190,199 shares; 2025Q3: 205,635 shares; 2025Q4: 333,953 shares; 2026Q1: 333,953 shares; 2026Q2: 1,020,670 shares 1,020,670 $72.7M 0.82% +686,717 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 133,413 shares; 2025Q4: 243,800 shares; 2026Q1: 243,800 shares; 2026Q2: 1,557,969 shares 1,557,969 $71.9M 0.81% +1,314,169 Timeline SPYM 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 loaded; 2025Q2: 16,338 shares; 2025Q3: 46,395 shares; 2025Q4: 100,546 shares; 2026Q1: 100,546 shares; 2026Q2: 810,572 shares 810,572 $71.2M 0.81% +710,026 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: 25,319 shares; 2024Q4: 25,450 shares; 2025Q1: not loaded; 2025Q2: 74,984 shares; 2025Q3: 94,261 shares; 2025Q4: 169,613 shares; 2026Q1: 169,613 shares; 2026Q2: 300,872 shares 300,872 $71.2M 0.81% +131,259 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,082 shares; 2025Q1: not loaded; 2025Q2: 22,216 shares; 2025Q3: 39,255 shares; 2025Q4: 128,812 shares; 2026Q1: 128,812 shares; 2026Q2: 188,858 shares 188,858 $69.9M 0.79% +60,046 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: 20,412 shares; 2024Q4: 35,265 shares; 2025Q1: not loaded; 2025Q2: 58,263 shares; 2025Q3: 198,543 shares; 2025Q4: 104,915 shares; 2026Q1: 104,915 shares; 2026Q2: 190,125 shares 190,125 $67.2M 0.76% +85,210 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: 7,175 shares; 2024Q4: 13,831 shares; 2025Q1: not loaded; 2025Q2: 20,944 shares; 2025Q3: 18,865 shares; 2025Q4: 26,836 shares; 2026Q1: 26,836 shares; 2026Q2: 57,298 shares 57,298 $66.1M 0.75% +30,462 Timeline DFIV 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 177,859 shares; 2025Q4: 732,975 shares; 2026Q1: 732,975 shares; 2026Q2: 1,183,164 shares 1,183,164 $63.9M 0.72% +450,189 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: 23,537 shares; 2024Q4: 34,538 shares; 2025Q1: not loaded; 2025Q2: 63,078 shares; 2025Q3: 48,058 shares; 2025Q4: 74,032 shares; 2026Q1: 74,032 shares; 2026Q2: 108,485 shares 108,485 $61.1M 0.69% +34,453 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: 1,697 shares; 2024Q4: 4,608 shares; 2025Q1: not loaded; 2025Q2: 9,255 shares; 2025Q3: 13,517 shares; 2025Q4: 31,926 shares; 2026Q1: 31,926 shares; 2026Q2: 81,346 shares 81,346 $60.7M 0.69% +49,420 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: 252,821 shares; 2024Q4: 326,132 shares; 2025Q1: not loaded; 2025Q2: 498,076 shares; 2025Q3: 424,959 shares; 2025Q4: 647,307 shares; 2026Q1: 647,307 shares; 2026Q2: 1,000,292 shares 1,000,292 $59.7M 0.68% +352,985 Timeline DFAR 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 432,104 shares; 2025Q4: 1,696,565 shares; 2026Q1: 1,696,565 shares; 2026Q2: 2,191,582 shares 2,191,582 $57.3M 0.65% +495,017 Timeline DFIS 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 244,382 shares; 2025Q4: 916,244 shares; 2026Q1: 916,244 shares; 2026Q2: 1,582,555 shares 1,582,555 $55.4M 0.63% +666,311 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: 30,735 shares; 2024Q4: 33,211 shares; 2025Q1: not loaded; 2025Q2: 76,496 shares; 2025Q3: 57,052 shares; 2025Q4: 101,118 shares; 2026Q1: 101,118 shares; 2026Q2: 211,863 shares 211,863 $53.8M 0.61% +110,745 Timeline DFEV 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 6,422 shares; 2025Q4: 200,501 shares; 2026Q1: 200,501 shares; 2026Q2: 1,259,797 shares 1,259,797 $53.8M 0.61% +1,059,296 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: 25,321 shares; 2024Q4: 56,317 shares; 2025Q1: not loaded; 2025Q2: 82,159 shares; 2025Q3: 78,790 shares; 2025Q4: 88,731 shares; 2026Q1: 88,731 shares; 2026Q2: 107,319 shares 107,319 $51.3M 0.58% +18,588 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: 105,921 shares; 2024Q4: 138,586 shares; 2025Q1: not loaded; 2025Q2: 230,740 shares; 2025Q3: 193,706 shares; 2025Q4: 275,341 shares; 2026Q1: 275,341 shares; 2026Q2: 435,170 shares 435,170 $49.3M 0.56% +159,829 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: 9,028 shares; 2024Q4: 13,776 shares; 2025Q1: not loaded; 2025Q2: 20,176 shares; 2025Q3: 17,462 shares; 2025Q4: 23,788 shares; 2026Q1: 23,788 shares; 2026Q2: 44,237 shares 44,237 $47.1M 0.53% +20,449 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: 21,696 shares; 2024Q4: 34,038 shares; 2025Q1: not loaded; 2025Q2: 60,554 shares; 2025Q3: 51,243 shares; 2025Q4: 75,807 shares; 2026Q1: 75,807 shares; 2026Q2: 111,315 shares 111,315 $46.8M 0.53% +35,508 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 loaded; 2025Q2: not reported; 2025Q3: 94,296 shares; 2025Q4: 242,568 shares; 2026Q1: 242,568 shares; 2026Q2: 870,180 shares 870,180 $45.9M 0.52% +627,612 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: 46,055 shares; 2024Q4: 46,197 shares; 2025Q1: not loaded; 2025Q2: 88,012 shares; 2025Q3: 166,614 shares; 2025Q4: 275,113 shares; 2026Q1: 275,113 shares; 2026Q2: 546,575 shares 546,575 $45.3M 0.51% +271,462 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: 20,736 shares; 2024Q4: 20,966 shares; 2025Q1: not loaded; 2025Q2: 22,574 shares; 2025Q3: 27,405 shares; 2025Q4: 51,114 shares; 2026Q1: 51,114 shares; 2026Q2: 203,963 shares 203,963 $44.4M 0.5% +152,849 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: 65,314 shares; 2024Q4: 73,949 shares; 2025Q1: not loaded; 2025Q2: 195,628 shares; 2025Q3: 136,197 shares; 2025Q4: 200,341 shares; 2026Q1: 200,341 shares; 2026Q2: 374,283 shares 374,283 $44M 0.5% +173,942 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: 21,684 shares; 2025Q1: not loaded; 2025Q2: 45,206 shares; 2025Q3: 34,609 shares; 2025Q4: 60,986 shares; 2026Q1: 60,986 shares; 2026Q2: 101,038 shares 101,038 $43.8M 0.5% +40,052 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: 42,706 shares; 2024Q4: 55,411 shares; 2025Q1: not loaded; 2025Q2: 121,078 shares; 2025Q3: 92,495 shares; 2025Q4: 137,262 shares; 2026Q1: 137,262 shares; 2026Q2: 314,538 shares 314,538 $43M 0.49% +177,276 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: 7,566 shares; 2024Q4: 11,896 shares; 2025Q1: not loaded; 2025Q2: 21,756 shares; 2025Q3: 15,437 shares; 2025Q4: 23,558 shares; 2026Q1: 23,558 shares; 2026Q2: 34,353 shares 34,353 $41.2M 0.47% +10,795 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: 20,191 shares; 2024Q4: 29,664 shares; 2025Q1: not loaded; 2025Q2: 61,145 shares; 2025Q3: 40,630 shares; 2025Q4: 74,788 shares; 2026Q1: 74,788 shares; 2026Q2: 119,693 shares 119,693 $41.1M 0.47% +44,905 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: 122,220 shares; 2024Q4: 126,919 shares; 2025Q1: not loaded; 2025Q2: 159,980 shares; 2025Q3: 172,271 shares; 2025Q4: 207,511 shares; 2026Q1: 207,511 shares; 2026Q2: 429,639 shares 429,639 $40.6M 0.46% +222,128 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,026,540 shares 1,026,540 $37.6M 0.43% new 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: 53,270 shares; 2025Q1: not loaded; 2025Q2: 261,785 shares; 2025Q3: 121,438 shares; 2025Q4: 329,632 shares; 2026Q1: 329,632 shares; 2026Q2: 1,524,956 shares 1,524,956 $34.7M 0.39% +1,195,324 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: 1,158 shares; 2024Q4: 1,140 shares; 2025Q1: not loaded; 2025Q2: 4,526 shares; 2025Q3: 14,083 shares; 2025Q4: 35,528 shares; 2026Q1: 35,528 shares; 2026Q2: 152,586 shares 152,586 $34.6M 0.39% +117,058 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,516 shares; 2025Q1: not loaded; 2025Q2: 43,271 shares; 2025Q3: 68,756 shares; 2025Q4: 145,507 shares; 2026Q1: 145,507 shares; 2026Q2: 207,455 shares 207,455 $34.1M 0.39% +61,948 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: 242,015 shares; 2024Q4: 258,287 shares; 2025Q1: not loaded; 2025Q2: 316,942 shares; 2025Q3: 323,251 shares; 2025Q4: 352,454 shares; 2026Q1: 352,454 shares; 2026Q2: 406,927 shares 406,927 $33.6M 0.38% +54,473 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: 8,520 shares; 2024Q4: 37,377 shares; 2025Q1: not loaded; 2025Q2: 179,963 shares; 2025Q3: 64,246 shares; 2025Q4: 197,400 shares; 2026Q1: 197,400 shares; 2026Q2: 337,480 shares 337,480 $33.4M 0.38% +140,080 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: 3,099 shares; 2024Q4: 2,813 shares; 2025Q1: not loaded; 2025Q2: 22,001 shares; 2025Q3: 20,681 shares; 2025Q4: 33,360 shares; 2026Q1: 33,360 shares; 2026Q2: 96,996 shares 96,996 $33.3M 0.38% +63,636 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 6,629 shares; 2025Q3: 34,273 shares; 2025Q4: 182,117 shares; 2026Q1: 182,117 shares; 2026Q2: 438,498 shares 438,498 $32.2M 0.36% +256,381 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,415 shares; 2024Q4: 112,823 shares; 2025Q1: not loaded; 2025Q2: 234,137 shares; 2025Q3: not reported; 2025Q4: 452,251 shares; 2026Q1: 452,251 shares; 2026Q2: 602,570 shares 602,570 $31.8M 0.36% +150,319 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 269,438 shares; 2024Q4: 293,678 shares; 2025Q1: not loaded; 2025Q2: 390,381 shares; 2025Q3: 428,583 shares; 2025Q4: 475,159 shares; 2026Q1: 475,159 shares; 2026Q2: 532,352 shares 532,352 $31.4M 0.36% +57,193 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: 31,455 shares; 2024Q4: 26,542 shares; 2025Q1: not loaded; 2025Q2: 89,115 shares; 2025Q3: 116,866 shares; 2025Q4: 171,813 shares; 2026Q1: 171,813 shares; 2026Q2: 284,540 shares 284,540 $30.6M 0.35% +112,727 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: 20,445 shares; 2024Q4: 26,275 shares; 2025Q1: not loaded; 2025Q2: 46,412 shares; 2025Q3: 42,958 shares; 2025Q4: 68,156 shares; 2026Q1: 68,156 shares; 2026Q2: 118,244 shares 118,244 $29.8M 0.34% +50,088 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: 325,614 shares; 2024Q4: 345,273 shares; 2025Q1: not loaded; 2025Q2: 381,715 shares; 2025Q3: 427,813 shares; 2025Q4: 535,399 shares; 2026Q1: 535,399 shares; 2026Q2: 602,669 shares 602,669 $29.2M 0.33% +67,270 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: 3,878 shares; 2024Q4: 4,301 shares; 2025Q1: not loaded; 2025Q2: 32,692 shares; 2025Q3: 92,601 shares; 2025Q4: 189,859 shares; 2026Q1: 189,859 shares; 2026Q2: 299,991 shares 299,991 $29M 0.33% +110,132 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 loaded; 2025Q2: 13,781 shares; 2025Q3: 127,515 shares; 2025Q4: 197,691 shares; 2026Q1: 197,691 shares; 2026Q2: 662,531 shares 662,531 $28.6M 0.32% +464,840 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: 28,306 shares; 2024Q4: 38,518 shares; 2025Q1: not loaded; 2025Q2: 85,930 shares; 2025Q3: 73,519 shares; 2025Q4: 110,677 shares; 2026Q1: 110,677 shares; 2026Q2: 217,819 shares 217,819 $28M 0.32% +107,142 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: 16,566 shares; 2024Q4: 26,259 shares; 2025Q1: not loaded; 2025Q2: 52,167 shares; 2025Q3: 41,358 shares; 2025Q4: 66,839 shares; 2026Q1: 66,839 shares; 2026Q2: 163,690 shares 163,690 $27.1M 0.31% +96,851 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: 12,082 shares; 2024Q4: 15,827 shares; 2025Q1: not loaded; 2025Q2: 29,482 shares; 2025Q3: 24,604 shares; 2025Q4: 42,335 shares; 2026Q1: 42,335 shares; 2026Q2: 76,257 shares 76,257 $26.9M 0.3% +33,922 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: 17,835 shares; 2024Q4: 22,074 shares; 2025Q1: not loaded; 2025Q2: 50,991 shares; 2025Q3: 50,772 shares; 2025Q4: 80,728 shares; 2026Q1: 80,728 shares; 2026Q2: 144,193 shares 144,193 $26.1M 0.3% +63,465 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: 2,395 shares; 2024Q4: 2,802 shares; 2025Q1: not loaded; 2025Q2: 4,269 shares; 2025Q3: 3,919 shares; 2025Q4: 9,370 shares; 2026Q1: 9,370 shares; 2026Q2: 13,109 shares 13,109 $26.1M 0.3% +3,739 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,054 shares; 2024Q4: 105,835 shares; 2025Q1: not loaded; 2025Q2: 217,315 shares; 2025Q3: 214,258 shares; 2025Q4: 366,394 shares; 2026Q1: 366,394 shares; 2026Q2: 515,317 shares 515,317 $26.1M 0.3% +148,923 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: 2,923 shares; 2024Q4: 5,174 shares; 2025Q1: not loaded; 2025Q2: 10,469 shares; 2025Q3: 9,257 shares; 2025Q4: 16,329 shares; 2026Q1: 16,329 shares; 2026Q2: 27,775 shares 27,775 $26M 0.29% +11,446 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: 204,123 shares; 2024Q4: 202,509 shares; 2025Q1: not loaded; 2025Q2: 238,455 shares; 2025Q3: 261,477 shares; 2025Q4: 404,642 shares; 2026Q1: 404,642 shares; 2026Q2: 441,537 shares 441,537 $25.7M 0.29% +36,895 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 loaded; 2025Q2: 2,032 shares; 2025Q3: 2,068 shares; 2025Q4: 5,051 shares; 2026Q1: 5,051 shares; 2026Q2: 111,592 shares 111,592 $23.7M 0.27% +106,541 Timeline SCHC 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: 341,548 shares; 2024Q4: 366,588 shares; 2025Q1: not loaded; 2025Q2: 374,149 shares; 2025Q3: 371,241 shares; 2025Q4: 431,323 shares; 2026Q1: 431,323 shares; 2026Q2: 491,169 shares 491,169 $23.6M 0.27% +59,846 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: 126,764 shares; 2024Q4: 136,459 shares; 2025Q1: not loaded; 2025Q2: 161,906 shares; 2025Q3: 176,737 shares; 2025Q4: 198,730 shares; 2026Q1: 198,730 shares; 2026Q2: 289,724 shares 289,724 $22.9M 0.26% +90,994 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: 27,883 shares; 2024Q4: 30,917 shares; 2025Q1: not loaded; 2025Q2: 46,047 shares; 2025Q3: 51,142 shares; 2025Q4: 77,537 shares; 2026Q1: 77,537 shares; 2026Q2: 145,215 shares 145,215 $21.3M 0.24% +67,678 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 504,262 shares 504,262 $21.1M 0.24% new 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 13,976 shares; 2025Q3: 17,060 shares; 2025Q4: 27,482 shares; 2026Q1: 27,482 shares; 2026Q2: 168,077 shares 168,077 $20.9M 0.24% +140,595 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: 10,202 shares; 2024Q4: 16,721 shares; 2025Q1: not loaded; 2025Q2: 29,275 shares; 2025Q3: 21,414 shares; 2025Q4: 29,623 shares; 2026Q1: 29,623 shares; 2026Q2: 40,445 shares 40,445 $20.8M 0.24% +10,822 Timeline SMTH 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: 28,136 shares; 2025Q1: not loaded; 2025Q2: 653,667 shares; 2025Q3: 221,165 shares; 2025Q4: 464,880 shares; 2026Q1: 464,880 shares; 2026Q2: 790,997 shares 790,997 $20.4M 0.23% +326,117 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,925 shares; 2024Q4: 19,956 shares; 2025Q1: not loaded; 2025Q2: 32,082 shares; 2025Q3: 38,997 shares; 2025Q4: 57,506 shares; 2026Q1: 57,506 shares; 2026Q2: 91,638 shares 91,638 $20.1M 0.23% +34,132 Timeline PBFR PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 532,954 shares; 2025Q3: 571,011 shares; 2025Q4: 596,887 shares; 2026Q1: 596,887 shares; 2026Q2: 648,381 shares 648,381 $19.9M 0.23% +51,494 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: 28,015 shares; 2024Q4: 60,036 shares; 2025Q1: not loaded; 2025Q2: 116,963 shares; 2025Q3: 113,293 shares; 2025Q4: 116,924 shares; 2026Q1: 116,924 shares; 2026Q2: 119,304 shares 119,304 $19.3M 0.22% +2,380 Timeline FMHI 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 loaded; 2025Q2: 64,700 shares; 2025Q3: 47,252 shares; 2025Q4: 116,797 shares; 2026Q1: 116,797 shares; 2026Q2: 398,018 shares 398,018 $19.3M 0.22% +281,221 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 22,131 shares; 2025Q4: 391,198 shares; 2026Q1: 391,198 shares; 2026Q2: 434,973 shares 434,973 $19.3M 0.22% +43,775 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: 675 shares; 2024Q4: 1,160 shares; 2025Q1: not loaded; 2025Q2: 2,534 shares; 2025Q3: 2,569 shares; 2025Q4: 3,269 shares; 2026Q1: 3,269 shares; 2026Q2: 63,745 shares 63,745 $19.2M 0.22% +60,476 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: 11,880 shares; 2024Q4: 17,171 shares; 2025Q1: not loaded; 2025Q2: 25,660 shares; 2025Q3: 26,767 shares; 2025Q4: 35,731 shares; 2026Q1: 35,731 shares; 2026Q2: 51,314 shares 51,314 $19.2M 0.22% +15,583 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,177 shares; 2024Q4: 44,564 shares; 2025Q1: not loaded; 2025Q2: 58,054 shares; 2025Q3: 57,633 shares; 2025Q4: 53,970 shares; 2026Q1: 53,970 shares; 2026Q2: 52,378 shares 52,378 $19.1M 0.22% -1,592 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: not loaded; 2025Q2: 19,858 shares; 2025Q3: 28,285 shares; 2025Q4: 54,014 shares; 2026Q1: 54,014 shares; 2026Q2: 246,568 shares 246,568 $18.9M 0.21% +192,554 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: not loaded; 2025Q2: 17,079 shares; 2025Q3: 62,322 shares; 2025Q4: 91,798 shares; 2026Q1: 91,798 shares; 2026Q2: 186,292 shares 186,292 $18.7M 0.21% +94,494 Timeline LMUB 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 356,058 shares 356,058 $18.2M 0.21% 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: 14,518 shares; 2024Q4: 17,898 shares; 2025Q1: not loaded; 2025Q2: 56,193 shares; 2025Q3: 30,843 shares; 2025Q4: 41,121 shares; 2026Q1: 41,121 shares; 2026Q2: 64,406 shares 64,406 $18.1M 0.21% +23,285 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: 55,841 shares; 2024Q4: 80,542 shares; 2025Q1: not loaded; 2025Q2: 157,868 shares; 2025Q3: 121,380 shares; 2025Q4: 186,136 shares; 2026Q1: 186,136 shares; 2026Q2: 422,148 shares 422,148 $17.9M 0.2% +236,012 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 632,999 shares 632,999 $17.8M 0.2% new 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: 2,766 shares; 2024Q4: 10,643 shares; 2025Q1: not loaded; 2025Q2: 33,166 shares; 2025Q3: 33,692 shares; 2025Q4: 42,890 shares; 2026Q1: 42,890 shares; 2026Q2: 78,142 shares 78,142 $17.7M 0.2% +35,252 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 31,544 shares; 2025Q4: 48,881 shares; 2026Q1: 48,881 shares; 2026Q2: 295,524 shares 295,524 $17.6M 0.2% +246,643 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: 2,230 shares; 2024Q4: 3,274 shares; 2025Q1: not loaded; 2025Q2: 6,340 shares; 2025Q3: 6,947 shares; 2025Q4: 9,613 shares; 2026Q1: 9,613 shares; 2026Q2: 14,846 shares 14,846 $17.4M 0.2% +5,233 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: 18,608 shares; 2024Q4: 27,721 shares; 2025Q1: not loaded; 2025Q2: 52,512 shares; 2025Q3: 33,653 shares; 2025Q4: 44,440 shares; 2026Q1: 44,440 shares; 2026Q2: 114,706 shares 114,706 $17.4M 0.2% +70,266 Timeline LRGF 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 loaded; 2025Q2: 56,094 shares; 2025Q3: 62,364 shares; 2025Q4: 89,776 shares; 2026Q1: 89,776 shares; 2026Q2: 229,518 shares 229,518 $17.4M 0.2% +139,742 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: 6,648 shares; 2024Q4: 9,625 shares; 2025Q1: not loaded; 2025Q2: 22,963 shares; 2025Q3: 16,477 shares; 2025Q4: 23,662 shares; 2026Q1: 23,662 shares; 2026Q2: 41,380 shares 41,380 $17.2M 0.19% +17,718 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: 15,519 shares; 2024Q4: 28,636 shares; 2025Q1: not loaded; 2025Q2: 59,538 shares; 2025Q3: 39,216 shares; 2025Q4: 79,359 shares; 2026Q1: 79,359 shares; 2026Q2: 114,399 shares 114,399 $16.8M 0.19% +35,040 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: 2,404 shares; 2024Q4: 4,468 shares; 2025Q1: not loaded; 2025Q2: 8,802 shares; 2025Q3: 8,438 shares; 2025Q4: 12,113 shares; 2026Q1: 12,113 shares; 2026Q2: 16,359 shares 16,359 $16.5M 0.19% +4,246 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: 54,391 shares; 2024Q4: 63,590 shares; 2025Q1: not loaded; 2025Q2: 76,938 shares; 2025Q3: 80,242 shares; 2025Q4: 113,487 shares; 2026Q1: 113,487 shares; 2026Q2: 192,201 shares 192,201 $15.9M 0.18% +78,714 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: 19,011 shares; 2024Q4: 29,785 shares; 2025Q1: not loaded; 2025Q2: 43,236 shares; 2025Q3: 34,729 shares; 2025Q4: 51,941 shares; 2026Q1: 51,941 shares; 2026Q2: 113,613 shares 113,613 $15.9M 0.18% +61,672 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,403 shares; 2024Q4: 36,067 shares; 2025Q1: not loaded; 2025Q2: 33,108 shares; 2025Q3: 45,896 shares; 2025Q4: 165,386 shares; 2026Q1: 165,386 shares; 2026Q2: 495,604 shares 495,604 $15.8M 0.18% +330,218 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: 24,028 shares; 2024Q4: 25,218 shares; 2025Q1: not loaded; 2025Q2: 25,940 shares; 2025Q3: not reported; 2025Q4: 41,930 shares; 2026Q1: 41,930 shares; 2026Q2: 548,324 shares 548,324 $15.6M 0.18% +506,394 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: 21,213 shares; 2024Q4: 30,740 shares; 2025Q1: not loaded; 2025Q2: 44,949 shares; 2025Q3: 44,204 shares; 2025Q4: 47,986 shares; 2026Q1: 47,986 shares; 2026Q2: 73,977 shares 73,977 $15.5M 0.18% +25,991 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: 21,543 shares; 2024Q4: 19,568 shares; 2025Q1: not loaded; 2025Q2: 43,822 shares; 2025Q3: 43,511 shares; 2025Q4: 66,265 shares; 2026Q1: 66,265 shares; 2026Q2: 114,072 shares 114,072 $15.4M 0.17% +47,807 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: 42,557 shares; 2024Q4: 59,656 shares; 2025Q1: not loaded; 2025Q2: 109,234 shares; 2025Q3: 83,061 shares; 2025Q4: 115,242 shares; 2026Q1: 115,242 shares; 2026Q2: 188,098 shares 188,098 $15.3M 0.17% +72,856 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,166 shares; 2026Q1: 19,166 shares; 2026Q2: 575,329 shares 575,329 $15.3M 0.17% +556,163 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,562 shares; 2024Q4: 26,838 shares; 2025Q1: not loaded; 2025Q2: 50,103 shares; 2025Q3: 35,198 shares; 2025Q4: 46,492 shares; 2026Q1: 46,492 shares; 2026Q2: 120,100 shares 120,100 $15.2M 0.17% +73,608 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,448 shares; 2024Q4: 296,158 shares; 2025Q1: not loaded; 2025Q2: 382,862 shares; 2025Q3: 372,147 shares; 2025Q4: 501,807 shares; 2026Q1: 501,807 shares; 2026Q2: 515,189 shares 515,189 $15.2M 0.17% +13,382 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,077 shares; 2024Q4: 4,336 shares; 2025Q1: not loaded; 2025Q2: 5,671 shares; 2025Q3: 9,423 shares; 2025Q4: 18,781 shares; 2026Q1: 18,781 shares; 2026Q2: 120,302 shares 120,302 $14.9M 0.17% +101,521 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: 2,706 shares; 2024Q4: 4,916 shares; 2025Q1: not loaded; 2025Q2: 12,315 shares; 2025Q3: 8,297 shares; 2025Q4: 17,426 shares; 2026Q1: 17,426 shares; 2026Q2: 43,044 shares 43,044 $14.7M 0.17% +25,618 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: 4,939 shares; 2024Q4: 8,040 shares; 2025Q1: not loaded; 2025Q2: 14,273 shares; 2025Q3: 12,284 shares; 2025Q4: 167,876 shares; 2026Q1: 167,876 shares; 2026Q2: 204,514 shares 204,514 $14.6M 0.17% +36,638 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 25,296 shares; 2025Q4: 483,484 shares; 2026Q1: 483,484 shares; 2026Q2: 261,922 shares 261,922 $14.4M 0.16% -221,562 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,002 shares; 2024Q4: 105,847 shares; 2025Q1: not loaded; 2025Q2: 205,484 shares; 2025Q3: 81,439 shares; 2025Q4: 220,175 shares; 2026Q1: 220,175 shares; 2026Q2: 268,566 shares 268,566 $14.3M 0.16% +48,391 Timeline GEQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 279,893 shares 279,893 $14.3M 0.16% new 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: 20,637 shares; 2024Q4: 22,761 shares; 2025Q1: not loaded; 2025Q2: 37,661 shares; 2025Q3: 31,928 shares; 2025Q4: 44,592 shares; 2026Q1: 44,592 shares; 2026Q2: 76,611 shares 76,611 $14.2M 0.16% +32,019 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,801 shares; 2024Q4: 3,446 shares; 2025Q1: not loaded; 2025Q2: 13,351 shares; 2025Q3: 15,503 shares; 2025Q4: 31,433 shares; 2026Q1: 31,433 shares; 2026Q2: 46,525 shares 46,525 $14.1M 0.16% +15,092 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,096 shares; 2024Q4: 1,251 shares; 2025Q1: not loaded; 2025Q2: 17,727 shares; 2025Q3: 15,089 shares; 2025Q4: 39,114 shares; 2026Q1: 39,114 shares; 2026Q2: 73,695 shares 73,695 $14M 0.16% +34,581 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: 7,223 shares; 2024Q4: 12,204 shares; 2025Q1: not loaded; 2025Q2: 17,657 shares; 2025Q3: 17,518 shares; 2025Q4: 18,289 shares; 2026Q1: 18,289 shares; 2026Q2: 32,370 shares 32,370 $14M 0.16% +14,081 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 loaded; 2025Q2: not reported; 2025Q3: 2,121 shares; 2025Q4: 2,682 shares; 2026Q1: 2,682 shares; 2026Q2: 6,102 shares 6,102 $13.9M 0.16% +3,420 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: 69,274 shares; 2024Q4: 105,691 shares; 2025Q1: not loaded; 2025Q2: 214,965 shares; 2025Q3: 189,429 shares; 2025Q4: 217,005 shares; 2026Q1: 217,005 shares; 2026Q2: 668,719 shares 668,719 $13.8M 0.16% +451,714 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: 17,716 shares; 2024Q4: 25,223 shares; 2025Q1: not loaded; 2025Q2: 31,440 shares; 2025Q3: 32,972 shares; 2025Q4: 55,426 shares; 2026Q1: 55,426 shares; 2026Q2: 98,629 shares 98,629 $13.8M 0.16% +43,203 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 895 shares; 2025Q1: not loaded; 2025Q2: 13,075 shares; 2025Q3: 14,147 shares; 2025Q4: 17,075 shares; 2026Q1: 17,075 shares; 2026Q2: 169,118 shares 169,118 $13.6M 0.15% +152,043 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 251,564 shares 251,564 $13.2M 0.15% new 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: 1,276 shares; 2024Q4: 2,714 shares; 2025Q1: not loaded; 2025Q2: 7,151 shares; 2025Q3: 6,881 shares; 2025Q4: 8,795 shares; 2026Q1: 8,795 shares; 2026Q2: 18,171 shares 18,171 $13M 0.15% +9,376 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: 12,345 shares; 2024Q4: 17,249 shares; 2025Q1: not loaded; 2025Q2: 37,021 shares; 2025Q3: 32,569 shares; 2025Q4: 42,863 shares; 2026Q1: 42,863 shares; 2026Q2: 100,970 shares 100,970 $12.8M 0.14% +58,107 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: 2,984 shares; 2024Q4: 6,714 shares; 2025Q1: not loaded; 2025Q2: 12,406 shares; 2025Q3: 10,920 shares; 2025Q4: 21,178 shares; 2026Q1: 21,178 shares; 2026Q2: 29,330 shares 29,330 $12.5M 0.14% +8,152 Timeline USVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 84,052 shares; 2025Q3: 37,795 shares; 2025Q4: 81,966 shares; 2026Q1: 81,966 shares; 2026Q2: 113,671 shares 113,671 $12.5M 0.14% +31,705 Timeline AAEQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 233,703 shares 233,703 $12.4M 0.14% new 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: 2,211 shares; 2024Q4: 4,579 shares; 2025Q1: not loaded; 2025Q2: 9,974 shares; 2025Q3: 9,998 shares; 2025Q4: 10,139 shares; 2026Q1: 10,139 shares; 2026Q2: 10,820 shares 10,820 $12.3M 0.14% +681 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: 2,428 shares; 2025Q1: not loaded; 2025Q2: 3,440 shares; 2025Q3: 3,507 shares; 2025Q4: 5,246 shares; 2026Q1: 5,246 shares; 2026Q2: 12,720 shares 12,720 $12.2M 0.14% +7,474 Timeline VTWO 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: 80,281 shares; 2024Q4: 81,001 shares; 2025Q1: not loaded; 2025Q2: 95,154 shares; 2025Q3: 87,125 shares; 2025Q4: 93,231 shares; 2026Q1: 93,231 shares; 2026Q2: 99,914 shares 99,914 $12.1M 0.14% +6,683 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 95,776 shares; 2025Q4: 163,222 shares; 2026Q1: 163,222 shares; 2026Q2: 148,203 shares 148,203 $12M 0.14% -15,019 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 228,141 shares 228,141 $11.5M 0.13% new 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: not reported; 2024Q4: 2,368 shares; 2025Q1: not loaded; 2025Q2: 13,295 shares; 2025Q3: 13,993 shares; 2025Q4: 48,002 shares; 2026Q1: 48,002 shares; 2026Q2: 71,958 shares 71,958 $11.4M 0.13% +23,956 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: 60,033 shares; 2024Q4: 65,966 shares; 2025Q1: not loaded; 2025Q2: 72,881 shares; 2025Q3: 78,062 shares; 2025Q4: 105,585 shares; 2026Q1: 105,585 shares; 2026Q2: 116,936 shares 116,936 $11.3M 0.13% +11,351 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,474 shares; 2024Q4: 8,533 shares; 2025Q1: not loaded; 2025Q2: 14,833 shares; 2025Q3: 12,241 shares; 2025Q4: 18,637 shares; 2026Q1: 18,637 shares; 2026Q2: 27,538 shares 27,538 $11.3M 0.13% +8,901 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,573 shares; 2024Q4: 117,552 shares; 2025Q1: not loaded; 2025Q2: 146,229 shares; 2025Q3: 145,534 shares; 2025Q4: 285,716 shares; 2026Q1: 285,716 shares; 2026Q2: 404,364 shares 404,364 $11.2M 0.13% +118,648 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,613 shares; 2024Q4: 45,464 shares; 2025Q1: not loaded; 2025Q2: 56,404 shares; 2025Q3: 81,656 shares; 2025Q4: 113,892 shares; 2026Q1: 113,892 shares; 2026Q2: 218,843 shares 218,843 $11.1M 0.13% +104,951 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,965 shares; 2025Q3: 2,406 shares; 2025Q4: 14,259 shares; 2026Q1: 14,259 shares; 2026Q2: 69,515 shares 69,515 $10.9M 0.12% +55,256 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: 2,351 shares; 2025Q1: not loaded; 2025Q2: 7,825 shares; 2025Q3: 8,126 shares; 2025Q4: 8,314 shares; 2026Q1: 8,314 shares; 2026Q2: 40,490 shares 40,490 $10.8M 0.12% +32,176 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 7,610 shares; 2025Q4: 29,684 shares; 2026Q1: 29,684 shares; 2026Q2: 211,096 shares 211,096 $10.7M 0.12% +181,412 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: 22,824 shares; 2024Q4: 25,997 shares; 2025Q1: not loaded; 2025Q2: 91,907 shares; 2025Q3: 78,720 shares; 2025Q4: 112,883 shares; 2026Q1: 112,883 shares; 2026Q2: 147,156 shares 147,156 $10.6M 0.12% +34,273 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 loaded; 2025Q2: not reported; 2025Q3: 10,215 shares; 2025Q4: 36,994 shares; 2026Q1: 36,994 shares; 2026Q2: 134,375 shares 134,375 $10.5M 0.12% +97,381 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: 3,293 shares; 2024Q4: 3,616 shares; 2025Q1: not loaded; 2025Q2: 5,738 shares; 2025Q3: 11,701 shares; 2025Q4: 114,163 shares; 2026Q1: 114,163 shares; 2026Q2: 122,005 shares 122,005 $10.4M 0.12% +7,842 Timeline DFAU 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 25,067 shares; 2025Q4: 136,017 shares; 2026Q1: 136,017 shares; 2026Q2: 201,633 shares 201,633 $10.4M 0.12% +65,616 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,685 shares; 2025Q1: not loaded; 2025Q2: 12,069 shares; 2025Q3: 11,703 shares; 2025Q4: 23,212 shares; 2026Q1: 23,212 shares; 2026Q2: 40,530 shares 40,530 $10.4M 0.12% +17,318 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: 4,756 shares; 2024Q4: 9,601 shares; 2025Q1: not loaded; 2025Q2: 16,609 shares; 2025Q3: 15,108 shares; 2025Q4: 20,751 shares; 2026Q1: 20,751 shares; 2026Q2: 77,647 shares 77,647 $10.3M 0.12% +56,896 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 17,537 shares; 2025Q4: 91,913 shares; 2026Q1: 91,913 shares; 2026Q2: 202,430 shares 202,430 $10.2M 0.12% +110,517 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: 7,341 shares; 2024Q4: 9,896 shares; 2025Q1: not loaded; 2025Q2: 20,517 shares; 2025Q3: 19,710 shares; 2025Q4: 23,176 shares; 2026Q1: 23,176 shares; 2026Q2: 34,162 shares 34,162 $10.2M 0.12% +10,986 Timeline SCHH 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: 350,874 shares; 2024Q4: 367,407 shares; 2025Q1: not loaded; 2025Q2: 381,474 shares; 2025Q3: 392,930 shares; 2025Q4: 418,055 shares; 2026Q1: 418,055 shares; 2026Q2: 423,519 shares 423,519 $10M 0.11% +5,464 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,449 shares; 2024Q4: 9,408 shares; 2025Q1: not loaded; 2025Q2: 13,433 shares; 2025Q3: 14,105 shares; 2025Q4: 20,684 shares; 2026Q1: 20,684 shares; 2026Q2: 69,791 shares 69,791 $9.99M 0.11% +49,107 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,835 shares; 2024Q4: 6,435 shares; 2025Q1: not loaded; 2025Q2: 10,612 shares; 2025Q3: 9,905 shares; 2025Q4: 13,107 shares; 2026Q1: 13,107 shares; 2026Q2: 19,249 shares 19,249 $9.99M 0.11% +6,142 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,373 shares; 2025Q1: not loaded; 2025Q2: 31,441 shares; 2025Q3: 5,929 shares; 2025Q4: 23,639 shares; 2026Q1: 23,639 shares; 2026Q2: 184,841 shares 184,841 $9.91M 0.11% +161,202 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: 20,157 shares; 2024Q4: 28,584 shares; 2025Q1: not loaded; 2025Q2: 57,624 shares; 2025Q3: 48,963 shares; 2025Q4: 78,453 shares; 2026Q1: 78,453 shares; 2026Q2: 83,557 shares 83,557 $9.75M 0.11% +5,104 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,636 shares; 2024Q4: 55,682 shares; 2025Q1: not loaded; 2025Q2: 112,034 shares; 2025Q3: 84,422 shares; 2025Q4: 118,711 shares; 2026Q1: 118,711 shares; 2026Q2: 133,863 shares 133,863 $9.66M 0.11% +15,152 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,478 shares; 2025Q1: not loaded; 2025Q2: 112,322 shares; 2025Q3: 37,763 shares; 2025Q4: 85,821 shares; 2026Q1: 85,821 shares; 2026Q2: 188,678 shares 188,678 $9.62M 0.11% +102,857 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,651 shares; 2024Q4: 16,812 shares; 2025Q1: not loaded; 2025Q2: 28,567 shares; 2025Q3: 26,834 shares; 2025Q4: 37,705 shares; 2026Q1: 37,705 shares; 2026Q2: 116,502 shares 116,502 $9.6M 0.11% +78,797 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,295 shares; 2024Q4: 3,372 shares; 2025Q1: not loaded; 2025Q2: 9,295 shares; 2025Q3: 5,544 shares; 2025Q4: 7,769 shares; 2026Q1: 7,769 shares; 2026Q2: 18,793 shares 18,793 $9.57M 0.11% +11,024 Timeline DFSV 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 22,334 shares; 2025Q4: 453,238 shares; 2026Q1: 453,238 shares; 2026Q2: 242,314 shares 242,314 $9.4M 0.11% -210,924 Timeline FENI 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 231,135 shares 231,135 $9.28M 0.11% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,424 shares; 2024Q4: 134,217 shares; 2025Q1: not loaded; 2025Q2: 142,422 shares; 2025Q3: 143,192 shares; 2025Q4: 184,474 shares; 2026Q1: 184,474 shares; 2026Q2: 250,345 shares 250,345 $9.27M 0.1% +65,871 Timeline SPMB 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: 22,919 shares; 2024Q4: 21,930 shares; 2025Q1: not loaded; 2025Q2: 24,489 shares; 2025Q3: 53,820 shares; 2025Q4: 132,595 shares; 2026Q1: 132,595 shares; 2026Q2: 414,577 shares 414,577 $9.25M 0.1% +281,982 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: 3,646 shares; 2024Q4: 10,059 shares; 2025Q1: not loaded; 2025Q2: 19,097 shares; 2025Q3: 9,344 shares; 2025Q4: 20,762 shares; 2026Q1: 20,762 shares; 2026Q2: 24,846 shares 24,846 $9.15M 0.1% +4,084 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 16,196 shares; 2025Q3: 69,536 shares; 2025Q4: 67,637 shares; 2026Q1: 67,637 shares; 2026Q2: 386,729 shares 386,729 $9.1M 0.1% +319,092 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,441 shares; 2024Q4: 13,247 shares; 2025Q1: not loaded; 2025Q2: 66,939 shares; 2025Q3: 58,557 shares; 2025Q4: 112,510 shares; 2026Q1: 112,510 shares; 2026Q2: 174,840 shares 174,840 $9.05M 0.1% +62,330 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 loaded; 2025Q2: 4,811 shares; 2025Q3: 6,007 shares; 2025Q4: 8,575 shares; 2026Q1: 8,575 shares; 2026Q2: 13,997 shares 13,997 $8.94M 0.1% +5,422 Timeline FMB 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 169,893 shares 169,893 $8.73M 0.1% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 7,419 shares; 2025Q3: 14,381 shares; 2025Q4: 23,086 shares; 2026Q1: 23,086 shares; 2026Q2: 23,842 shares 23,842 $8.72M 0.1% +756 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,963 shares; 2024Q4: 17,185 shares; 2025Q1: not loaded; 2025Q2: 32,703 shares; 2025Q3: 37,761 shares; 2025Q4: 74,936 shares; 2026Q1: 74,936 shares; 2026Q2: 136,251 shares 136,251 $8.41M 0.1% +61,315 Timeline EMGF 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 loaded; 2025Q2: not reported; 2025Q3: 26,734 shares; 2025Q4: 76,634 shares; 2026Q1: 76,634 shares; 2026Q2: 114,547 shares 114,547 $8.39M 0.1% +37,913 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,449 shares; 2025Q1: not loaded; 2025Q2: 15,425 shares; 2025Q3: 27,413 shares; 2025Q4: 56,279 shares; 2026Q1: 56,279 shares; 2026Q2: 106,416 shares 106,416 $8.21M 0.09% +50,137 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: 4,248 shares; 2024Q4: 8,004 shares; 2025Q1: not loaded; 2025Q2: 16,828 shares; 2025Q3: 12,585 shares; 2025Q4: 20,153 shares; 2026Q1: 20,153 shares; 2026Q2: 30,307 shares 30,307 $8.19M 0.09% +10,154 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: 33,255 shares; 2024Q4: 44,870 shares; 2025Q1: not loaded; 2025Q2: 76,452 shares; 2025Q3: 53,591 shares; 2025Q4: 72,138 shares; 2026Q1: 72,138 shares; 2026Q2: 141,913 shares 141,913 $8.18M 0.09% +69,775 Timeline FTMS 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: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 271,415 shares; 2026Q1: 271,415 shares; 2026Q2: 817,591 shares 817,591 $8.13M 0.09% +546,176 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: 7,453 shares; 2024Q4: 17,810 shares; 2025Q1: not loaded; 2025Q2: 35,191 shares; 2025Q3: 29,635 shares; 2025Q4: 43,729 shares; 2026Q1: 43,729 shares; 2026Q2: 84,267 shares 84,267 $8.07M 0.09% +40,538 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: 25,525 shares; 2024Q4: 38,155 shares; 2025Q1: not loaded; 2025Q2: 64,528 shares; 2025Q3: 56,705 shares; 2025Q4: 73,209 shares; 2026Q1: 73,209 shares; 2026Q2: 91,481 shares 91,481 $8.03M 0.09% +18,272 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: 4,627 shares; 2024Q4: 7,596 shares; 2025Q1: not loaded; 2025Q2: 12,882 shares; 2025Q3: 10,013 shares; 2025Q4: 15,694 shares; 2026Q1: 15,694 shares; 2026Q2: 29,420 shares 29,420 $8M 0.09% +13,726 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: 2,917 shares; 2025Q1: not loaded; 2025Q2: 4,219 shares; 2025Q3: 4,325 shares; 2025Q4: 24,720 shares; 2026Q1: 24,720 shares; 2026Q2: 59,031 shares 59,031 $8M 0.09% +34,311 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,003 shares; 2024Q4: 6,593 shares; 2025Q1: not loaded; 2025Q2: 22,180 shares; 2025Q3: 10,355 shares; 2025Q4: 12,456 shares; 2026Q1: 12,456 shares; 2026Q2: 26,770 shares 26,770 $7.97M 0.09% +14,314 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 5,639 shares; 2025Q3: 20,134 shares; 2025Q4: 147,634 shares; 2026Q1: 147,634 shares; 2026Q2: 157,391 shares 157,391 $7.95M 0.09% +9,757 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,779 shares; 2024Q4: 14,915 shares; 2025Q1: not loaded; 2025Q2: 41,381 shares; 2025Q3: 39,519 shares; 2025Q4: 41,402 shares; 2026Q1: 41,402 shares; 2026Q2: 53,698 shares 53,698 $7.85M 0.09% +12,296 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: 5,962 shares; 2024Q4: 13,772 shares; 2025Q1: not loaded; 2025Q2: 59,144 shares; 2025Q3: 53,998 shares; 2025Q4: 56,746 shares; 2026Q1: 56,746 shares; 2026Q2: 70,053 shares 70,053 $7.83M 0.09% +13,307 Timeline INTF 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 loaded; 2025Q2: 26,213 shares; 2025Q3: 68,612 shares; 2025Q4: 130,105 shares; 2026Q1: 130,105 shares; 2026Q2: 187,076 shares 187,076 $7.66M 0.09% +56,971 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,084 shares; 2025Q3: 3,778 shares; 2025Q4: 6,128 shares; 2026Q1: 6,128 shares; 2026Q2: 7,924 shares 7,924 $7.65M 0.09% +1,796 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: not reported; 2024Q4: 10,321 shares; 2025Q1: not loaded; 2025Q2: 54,068 shares; 2025Q3: 27,082 shares; 2025Q4: 56,253 shares; 2026Q1: 56,253 shares; 2026Q2: 151,112 shares 151,112 $7.64M 0.09% +94,859 Timeline JMOM 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: 23,808 shares; 2025Q1: not loaded; 2025Q2: 76,214 shares; 2025Q3: 18,421 shares; 2025Q4: 53,358 shares; 2026Q1: 53,358 shares; 2026Q2: 89,189 shares 89,189 $7.62M 0.09% +35,831 Timeline FIXD 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,450 shares; 2026Q1: 6,450 shares; 2026Q2: 174,742 shares 174,742 $7.62M 0.09% +168,292 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: 2,813 shares; 2024Q4: 25,644 shares; 2025Q1: not loaded; 2025Q2: 68,744 shares; 2025Q3: 73,297 shares; 2025Q4: 76,151 shares; 2026Q1: 76,151 shares; 2026Q2: 78,887 shares 78,887 $7.57M 0.09% +2,736 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,579 shares; 2024Q4: 2,437 shares; 2025Q1: not loaded; 2025Q2: 2,769 shares; 2025Q3: 3,252 shares; 2025Q4: 12,860 shares; 2026Q1: 12,860 shares; 2026Q2: 21,368 shares 21,368 $7.57M 0.09% +8,508 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: 68,089 shares; 2024Q4: 75,848 shares; 2025Q1: not loaded; 2025Q2: 231,632 shares; 2025Q3: 154,219 shares; 2025Q4: 217,605 shares; 2026Q1: 217,605 shares; 2026Q2: 314,153 shares 314,153 $7.56M 0.09% +96,548 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,076 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 15,156 shares; 2025Q3: 19,662 shares; 2025Q4: 51,074 shares; 2026Q1: 51,074 shares; 2026Q2: 223,127 shares 223,127 $7.55M 0.09% +172,053 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,676 shares; 2024Q4: 202,221 shares; 2025Q1: not loaded; 2025Q2: 268,834 shares; 2025Q3: 289,892 shares; 2025Q4: 311,795 shares; 2026Q1: 311,795 shares; 2026Q2: 375,841 shares 375,841 $7.48M 0.08% +64,046 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: 16,241 shares; 2024Q4: 21,306 shares; 2025Q1: not loaded; 2025Q2: 39,238 shares; 2025Q3: 37,179 shares; 2025Q4: 47,674 shares; 2026Q1: 47,674 shares; 2026Q2: 97,319 shares 97,319 $7.35M 0.08% +49,645 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: 43,863 shares; 2024Q4: 38,419 shares; 2025Q1: not loaded; 2025Q2: 69,468 shares; 2025Q3: 31,358 shares; 2025Q4: 42,671 shares; 2026Q1: 42,671 shares; 2026Q2: 138,125 shares 138,125 $7.24M 0.08% +95,454 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,206 shares; 2024Q4: 13,541 shares; 2025Q1: not loaded; 2025Q2: 22,453 shares; 2025Q3: 28,783 shares; 2025Q4: 49,463 shares; 2026Q1: 49,463 shares; 2026Q2: 75,159 shares 75,159 $7.23M 0.08% +25,696 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,866 shares; 2024Q4: 19,641 shares; 2025Q1: not loaded; 2025Q2: 34,757 shares; 2025Q3: 35,056 shares; 2025Q4: 48,062 shares; 2026Q1: 48,062 shares; 2026Q2: 69,464 shares 69,464 $7.22M 0.08% +21,402 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: 83,669 shares; 2024Q4: 157,161 shares; 2025Q1: not loaded; 2025Q2: 175,049 shares; 2025Q3: 196,035 shares; 2025Q4: 223,779 shares; 2026Q1: 223,779 shares; 2026Q2: 271,634 shares 271,634 $7.2M 0.08% +47,855 Timeline SPTM 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 loaded; 2025Q2: 12,330 shares; 2025Q3: 23,695 shares; 2025Q4: 43,821 shares; 2026Q1: 43,821 shares; 2026Q2: 78,923 shares 78,923 $7.17M 0.08% +35,102 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: 1,555 shares; 2024Q4: 4,809 shares; 2025Q1: not loaded; 2025Q2: 9,556 shares; 2025Q3: 8,256 shares; 2025Q4: 14,370 shares; 2026Q1: 14,370 shares; 2026Q2: 21,010 shares 21,010 $7.16M 0.08% +6,640 Timeline DCOR 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 86,550 shares 86,550 $7.1M 0.08% new 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: not reported; 2024Q4: 4,014 shares; 2025Q1: not loaded; 2025Q2: 48,449 shares; 2025Q3: 33,209 shares; 2025Q4: 50,158 shares; 2026Q1: 50,158 shares; 2026Q2: 73,191 shares 73,191 $7.06M 0.08% +23,033 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,001 shares; 2024Q4: 63,024 shares; 2025Q1: not loaded; 2025Q2: 96,711 shares; 2025Q3: 12,911 shares; 2025Q4: 93,695 shares; 2026Q1: 93,695 shares; 2026Q2: 127,534 shares 127,534 $7.05M 0.08% +33,839 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,630 shares; 2024Q4: 14,806 shares; 2025Q1: not loaded; 2025Q2: 21,767 shares; 2025Q3: 19,168 shares; 2025Q4: 24,128 shares; 2026Q1: 24,128 shares; 2026Q2: 31,535 shares 31,535 $6.95M 0.08% +7,407 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: 16,705 shares; 2024Q4: 18,007 shares; 2025Q1: not loaded; 2025Q2: 27,627 shares; 2025Q3: 19,364 shares; 2025Q4: 36,277 shares; 2026Q1: 36,277 shares; 2026Q2: 44,366 shares 44,366 $6.95M 0.08% +8,089 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 45,977 shares; 2025Q4: 88,717 shares; 2026Q1: 88,717 shares; 2026Q2: 208,005 shares 208,005 $6.92M 0.08% +119,288 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,567 shares; 2026Q1: 38,567 shares; 2026Q2: 151,966 shares 151,966 $6.91M 0.08% +113,399 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,948 shares; 2024Q4: 84,370 shares; 2025Q1: not loaded; 2025Q2: 177,811 shares; 2025Q3: 189,246 shares; 2025Q4: 198,241 shares; 2026Q1: 198,241 shares; 2026Q2: 238,099 shares 238,099 $6.91M 0.08% +39,858 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: 10,703 shares; 2024Q4: 17,586 shares; 2025Q1: not loaded; 2025Q2: 30,772 shares; 2025Q3: 26,605 shares; 2025Q4: 44,670 shares; 2026Q1: 44,670 shares; 2026Q2: 74,626 shares 74,626 $6.84M 0.08% +29,956 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,072 shares; 2024Q4: 12,002 shares; 2025Q1: not loaded; 2025Q2: 13,379 shares; 2025Q3: 6,969 shares; 2025Q4: 21,947 shares; 2026Q1: 21,947 shares; 2026Q2: 28,070 shares 28,070 $6.8M 0.08% +6,123 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: 5,348 shares; 2024Q4: 10,132 shares; 2025Q1: not loaded; 2025Q2: 19,860 shares; 2025Q3: 14,791 shares; 2025Q4: 17,600 shares; 2026Q1: 17,600 shares; 2026Q2: 25,030 shares 25,030 $6.73M 0.08% +7,430 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: 8,883 shares; 2024Q4: 11,615 shares; 2025Q1: not loaded; 2025Q2: 20,435 shares; 2025Q3: 23,472 shares; 2025Q4: 35,773 shares; 2026Q1: 35,773 shares; 2026Q2: 40,073 shares 40,073 $6.72M 0.08% +4,300 Timeline SCHR 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: 49,551 shares; 2024Q4: 122,079 shares; 2025Q1: not loaded; 2025Q2: 114,124 shares; 2025Q3: 109,326 shares; 2025Q4: 116,159 shares; 2026Q1: 116,159 shares; 2026Q2: 272,221 shares 272,221 $6.71M 0.08% +156,062 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: 3,734 shares; 2024Q4: 4,534 shares; 2025Q1: not loaded; 2025Q2: 13,108 shares; 2025Q3: 9,735 shares; 2025Q4: 20,491 shares; 2026Q1: 20,491 shares; 2026Q2: 60,505 shares 60,505 $6.69M 0.08% +40,014 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: 2,359 shares; 2024Q4: 5,888 shares; 2025Q1: not loaded; 2025Q2: 9,347 shares; 2025Q3: 8,763 shares; 2025Q4: 12,875 shares; 2026Q1: 12,875 shares; 2026Q2: 39,332 shares 39,332 $6.69M 0.08% +26,457 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,919 shares; 2024Q4: 68,403 shares; 2025Q1: not loaded; 2025Q2: 75,638 shares; 2025Q3: 68,726 shares; 2025Q4: 81,096 shares; 2026Q1: 81,096 shares; 2026Q2: 125,443 shares 125,443 $6.67M 0.08% +44,347 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,836 shares; 2024Q4: 14,142 shares; 2025Q1: not loaded; 2025Q2: 21,131 shares; 2025Q3: 20,758 shares; 2025Q4: 29,457 shares; 2026Q1: 29,457 shares; 2026Q2: 32,102 shares 32,102 $6.64M 0.08% +2,645 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,274 shares; 2024Q4: 14,704 shares; 2025Q1: not loaded; 2025Q2: 27,787 shares; 2025Q3: 25,935 shares; 2025Q4: 49,501 shares; 2026Q1: 49,501 shares; 2026Q2: 109,512 shares 109,512 $6.61M 0.07% +60,011 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,854 shares; 2025Q1: not loaded; 2025Q2: 18,372 shares; 2025Q3: 17,778 shares; 2025Q4: 23,966 shares; 2026Q1: 23,966 shares; 2026Q2: 68,238 shares 68,238 $6.52M 0.07% +44,272 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 21,551 shares; 2025Q3: 26,365 shares; 2025Q4: 61,405 shares; 2026Q1: 61,405 shares; 2026Q2: 77,285 shares 77,285 $6.47M 0.07% +15,880 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 30,382 shares; 2025Q4: 61,827 shares; 2026Q1: 61,827 shares; 2026Q2: 106,068 shares 106,068 $6.45M 0.07% +44,241 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: 3,179 shares; 2024Q4: 4,921 shares; 2025Q1: not loaded; 2025Q2: 7,219 shares; 2025Q3: 8,167 shares; 2025Q4: 14,769 shares; 2026Q1: 14,769 shares; 2026Q2: 28,807 shares 28,807 $6.42M 0.07% +14,038 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,920 shares; 2024Q4: 56,673 shares; 2025Q1: not loaded; 2025Q2: 114,353 shares; 2025Q3: 99,444 shares; 2025Q4: 105,215 shares; 2026Q1: 105,215 shares; 2026Q2: 118,962 shares 118,962 $6.39M 0.07% +13,747 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 6,074 shares; 2025Q3: 6,090 shares; 2025Q4: 11,935 shares; 2026Q1: 11,935 shares; 2026Q2: 133,817 shares 133,817 $6.36M 0.07% +121,882 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,909 shares; 2024Q4: 22,986 shares; 2025Q1: not loaded; 2025Q2: 41,763 shares; 2025Q3: 37,017 shares; 2025Q4: 58,117 shares; 2026Q1: 58,117 shares; 2026Q2: 117,275 shares 117,275 $6.36M 0.07% +59,158 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,709 shares; 2024Q4: 88,405 shares; 2025Q1: not loaded; 2025Q2: 157,441 shares; 2025Q3: 344,783 shares; 2025Q4: 350,265 shares; 2026Q1: 350,265 shares; 2026Q2: 244,314 shares 244,314 $6.31M 0.07% -105,951 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: 3,161 shares; 2025Q1: not loaded; 2025Q2: 8,889 shares; 2025Q3: 6,895 shares; 2025Q4: 11,219 shares; 2026Q1: 11,219 shares; 2026Q2: 54,201 shares 54,201 $6.23M 0.07% +42,982 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,948 shares; 2025Q3: 5,258 shares; 2025Q4: 27,518 shares; 2026Q1: 27,518 shares; 2026Q2: 52,809 shares 52,809 $6.18M 0.07% +25,291 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,933 shares; 2024Q4: 20,203 shares; 2025Q1: not loaded; 2025Q2: 25,392 shares; 2025Q3: 38,937 shares; 2025Q4: 58,865 shares; 2026Q1: 58,865 shares; 2026Q2: 64,551 shares 64,551 $6.14M 0.07% +5,686 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: 367 shares; 2024Q4: 578 shares; 2025Q1: not loaded; 2025Q2: 966 shares; 2025Q3: 908 shares; 2025Q4: 1,148 shares; 2026Q1: 1,148 shares; 2026Q2: 34,425 shares 34,425 $6.14M 0.07% +33,277 Timeline DFSU 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 20,761 shares; 2025Q4: 56,589 shares; 2026Q1: 56,589 shares; 2026Q2: 131,054 shares 131,054 $6.11M 0.07% +74,465 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,484 shares; 2024Q4: 11,703 shares; 2025Q1: not loaded; 2025Q2: 29,255 shares; 2025Q3: 23,462 shares; 2025Q4: 34,151 shares; 2026Q1: 34,151 shares; 2026Q2: 58,892 shares 58,892 $6.09M 0.07% +24,741 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,535 shares; 2024Q4: 2,672 shares; 2025Q1: not loaded; 2025Q2: 6,424 shares; 2025Q3: 4,776 shares; 2025Q4: 5,899 shares; 2026Q1: 5,899 shares; 2026Q2: 7,869 shares 7,869 $6.01M 0.07% +1,970 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,403 shares; 2024Q4: 11,322 shares; 2025Q1: not loaded; 2025Q2: 36,824 shares; 2025Q3: 37,794 shares; 2025Q4: 45,826 shares; 2026Q1: 45,826 shares; 2026Q2: 50,991 shares 50,991 $6M 0.07% +5,165 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 30,450 shares; 2025Q3: 6,531 shares; 2025Q4: 21,450 shares; 2026Q1: 21,450 shares; 2026Q2: 24,686 shares 24,686 $6M 0.07% +3,236 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,748 shares; 2024Q4: 22,454 shares; 2025Q1: not loaded; 2025Q2: 36,239 shares; 2025Q3: 36,462 shares; 2025Q4: 46,540 shares; 2026Q1: 46,540 shares; 2026Q2: 95,200 shares 95,200 $5.99M 0.07% +48,660 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: 1,827 shares; 2024Q4: 5,407 shares; 2025Q1: not loaded; 2025Q2: 11,132 shares; 2025Q3: 11,106 shares; 2025Q4: 12,998 shares; 2026Q1: 12,998 shares; 2026Q2: 15,333 shares 15,333 $5.98M 0.07% +2,335 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: 1,323 shares; 2024Q4: 2,991 shares; 2025Q1: not loaded; 2025Q2: 2,676 shares; 2025Q3: 1,631 shares; 2025Q4: 9,885 shares; 2026Q1: 9,885 shares; 2026Q2: 19,830 shares 19,830 $5.96M 0.07% +9,945 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: 662 shares; 2024Q4: 2,087 shares; 2025Q1: not loaded; 2025Q2: 3,260 shares; 2025Q3: 3,211 shares; 2025Q4: 4,502 shares; 2026Q1: 4,502 shares; 2026Q2: 6,079 shares 6,079 $5.95M 0.07% +1,577 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,383 shares; 2024Q4: 23,615 shares; 2025Q1: not loaded; 2025Q2: 74,699 shares; 2025Q3: 25,557 shares; 2025Q4: 52,480 shares; 2026Q1: 52,480 shares; 2026Q2: 65,806 shares 65,806 $5.93M 0.07% +13,326 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,089 shares; 2025Q1: not loaded; 2025Q2: 8,436 shares; 2025Q3: 1,590 shares; 2025Q4: 7,870 shares; 2026Q1: 7,870 shares; 2026Q2: 37,150 shares 37,150 $5.89M 0.07% +29,280 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,943 shares; 2026Q1: 5,943 shares; 2026Q2: 131,648 shares 131,648 $5.86M 0.07% +125,705 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,374 shares; 2024Q4: 120,024 shares; 2025Q1: not loaded; 2025Q2: 146,090 shares; 2025Q3: 156,901 shares; 2025Q4: 208,707 shares; 2026Q1: 208,707 shares; 2026Q2: 248,161 shares 248,161 $5.85M 0.07% +39,454 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,948 shares; 2024Q4: 16,846 shares; 2025Q1: not loaded; 2025Q2: 25,559 shares; 2025Q3: 29,106 shares; 2025Q4: 44,734 shares; 2026Q1: 44,734 shares; 2026Q2: 48,083 shares 48,083 $5.84M 0.07% +3,349 Timeline IWV 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: 4,032 shares; 2025Q1: not loaded; 2025Q2: 4,081 shares; 2025Q3: 1,022 shares; 2025Q4: 7,581 shares; 2026Q1: 7,581 shares; 2026Q2: 13,545 shares 13,545 $5.78M 0.07% +5,964 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 3,013 shares; 2025Q4: 7,352 shares; 2026Q1: 7,352 shares; 2026Q2: 22,885 shares 22,885 $5.77M 0.07% +15,533 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: 3,008 shares; 2024Q4: 4,593 shares; 2025Q1: not loaded; 2025Q2: 6,631 shares; 2025Q3: 6,521 shares; 2025Q4: 11,098 shares; 2026Q1: 11,098 shares; 2026Q2: 23,384 shares 23,384 $5.76M 0.07% +12,286 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,796 shares; 2026Q1: 15,796 shares; 2026Q2: 121,347 shares 121,347 $5.73M 0.06% +105,551 Timeline CAOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 63,274 shares 63,274 $5.72M 0.06% new 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: 697 shares; 2024Q4: 1,601 shares; 2025Q1: not loaded; 2025Q2: 3,109 shares; 2025Q3: 2,559 shares; 2025Q4: 5,471 shares; 2026Q1: 5,471 shares; 2026Q2: 7,527 shares 7,527 $5.69M 0.06% +2,056 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,467 shares; 2024Q4: 5,594 shares; 2025Q1: not loaded; 2025Q2: 9,225 shares; 2025Q3: 7,982 shares; 2025Q4: 9,414 shares; 2026Q1: 9,414 shares; 2026Q2: 16,828 shares 16,828 $5.63M 0.06% +7,414 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,874 shares; 2024Q4: 6,715 shares; 2025Q1: not loaded; 2025Q2: 13,961 shares; 2025Q3: 7,308 shares; 2025Q4: 16,461 shares; 2026Q1: 16,461 shares; 2026Q2: 25,767 shares 25,767 $5.63M 0.06% +9,306 Timeline SOXL 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,100 shares 21,100 $5.63M 0.06% 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: 585 shares; 2024Q4: 2,074 shares; 2025Q1: not loaded; 2025Q2: 2,932 shares; 2025Q3: 2,776 shares; 2025Q4: 5,572 shares; 2026Q1: 5,572 shares; 2026Q2: 10,915 shares 10,915 $5.56M 0.06% +5,343 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: 2,545 shares; 2024Q4: 3,340 shares; 2025Q1: not loaded; 2025Q2: 5,270 shares; 2025Q3: 4,288 shares; 2025Q4: 6,265 shares; 2026Q1: 6,265 shares; 2026Q2: 8,764 shares 8,764 $5.56M 0.06% +2,499 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,669 shares; 2024Q4: 4,925 shares; 2025Q1: not loaded; 2025Q2: 6,542 shares; 2025Q3: 6,311 shares; 2025Q4: 8,123 shares; 2026Q1: 8,123 shares; 2026Q2: 13,938 shares 13,938 $5.54M 0.06% +5,815 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 5,854 shares; 2025Q4: 23,192 shares; 2026Q1: 23,192 shares; 2026Q2: 116,709 shares 116,709 $5.53M 0.06% +93,517 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,945 shares; 2025Q3: 5,304 shares; 2025Q4: 18,563 shares; 2026Q1: 18,563 shares; 2026Q2: 27,540 shares 27,540 $5.44M 0.06% +8,977 Timeline UCON 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 loaded; 2025Q2: not reported; 2025Q3: 107,126 shares; 2025Q4: 160,407 shares; 2026Q1: 160,407 shares; 2026Q2: 215,630 shares 215,630 $5.36M 0.06% +55,223 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,709 shares; 2024Q4: 51,709 shares; 2025Q1: not loaded; 2025Q2: 86,087 shares; 2025Q3: 83,796 shares; 2025Q4: 120,923 shares; 2026Q1: 120,923 shares; 2026Q2: 148,141 shares 148,141 $5.35M 0.06% +27,218 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,680 shares; 2024Q4: 4,342 shares; 2025Q1: not loaded; 2025Q2: 10,754 shares; 2025Q3: 11,047 shares; 2025Q4: 11,334 shares; 2026Q1: 11,334 shares; 2026Q2: 11,649 shares 11,649 $5.34M 0.06% +315 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,497 shares; 2024Q4: 12,221 shares; 2025Q1: not loaded; 2025Q2: 14,645 shares; 2025Q3: 14,526 shares; 2025Q4: 23,179 shares; 2026Q1: 23,179 shares; 2026Q2: 34,555 shares 34,555 $5.33M 0.06% +11,376 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: 6,300 shares; 2024Q4: 7,358 shares; 2025Q1: not loaded; 2025Q2: 15,130 shares; 2025Q3: 12,959 shares; 2025Q4: 41,695 shares; 2026Q1: 41,695 shares; 2026Q2: 54,885 shares 54,885 $5.29M 0.06% +13,190 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: 5,403 shares; 2024Q4: 8,008 shares; 2025Q1: not loaded; 2025Q2: 13,047 shares; 2025Q3: 10,127 shares; 2025Q4: 14,030 shares; 2026Q1: 14,030 shares; 2026Q2: 20,628 shares 20,628 $5.27M 0.06% +6,598 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,469 shares; 2024Q4: 2,514 shares; 2025Q1: not loaded; 2025Q2: 4,042 shares; 2025Q3: 7,373 shares; 2025Q4: 9,726 shares; 2026Q1: 9,726 shares; 2026Q2: 32,222 shares 32,222 $5.27M 0.06% +22,496 Timeline HIDE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 218,005 shares 218,005 $5.21M 0.06% new 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: 9,970 shares; 2024Q4: 16,898 shares; 2025Q1: not loaded; 2025Q2: 30,768 shares; 2025Q3: 31,230 shares; 2025Q4: 41,467 shares; 2026Q1: 41,467 shares; 2026Q2: 55,061 shares 55,061 $5.14M 0.06% +13,594 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 114,592 shares; 2025Q3: 107,303 shares; 2025Q4: 128,792 shares; 2026Q1: 128,792 shares; 2026Q2: 147,698 shares 147,698 $5.14M 0.06% +18,906 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,416 shares; 2024Q4: 19,974 shares; 2025Q1: not loaded; 2025Q2: 26,948 shares; 2025Q3: 25,301 shares; 2025Q4: 31,130 shares; 2026Q1: 31,130 shares; 2026Q2: 32,800 shares 32,800 $5.14M 0.06% +1,670 Timeline VGT 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: 348 shares; 2024Q4: 1,666 shares; 2025Q1: not loaded; 2025Q2: 2,271 shares; 2025Q3: 1,911 shares; 2025Q4: 3,226 shares; 2026Q1: 3,226 shares; 2026Q2: 42,757 shares 42,757 $5.11M 0.06% +39,531 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,523 shares; 2026Q1: 8,523 shares; 2026Q2: 118,704 shares 118,704 $5.07M 0.06% +110,181 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,364 shares; 2024Q4: 14,993 shares; 2025Q1: not loaded; 2025Q2: 22,342 shares; 2025Q3: 11,728 shares; 2025Q4: 14,289 shares; 2026Q1: 14,289 shares; 2026Q2: 38,901 shares 38,901 $5.05M 0.06% +24,612 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,132 shares; 2025Q1: not loaded; 2025Q2: 3,766 shares; 2025Q3: 4,033 shares; 2025Q4: 5,020 shares; 2026Q1: 5,020 shares; 2026Q2: 29,520 shares 29,520 $5.01M 0.06% +24,500 Timeline GDMA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,092 shares; 2026Q1: 49,092 shares; 2026Q2: 115,198 shares 115,198 $5M 0.06% +66,106 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,416 shares; 2024Q4: 4,019 shares; 2025Q1: not loaded; 2025Q2: 11,756 shares; 2025Q3: 8,469 shares; 2025Q4: 8,774 shares; 2026Q1: 8,774 shares; 2026Q2: 18,091 shares 18,091 $4.99M 0.06% +9,317 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,463 shares; 2025Q1: not loaded; 2025Q2: 39,271 shares; 2025Q3: 5,683 shares; 2025Q4: 33,230 shares; 2026Q1: 33,230 shares; 2026Q2: 35,145 shares 35,145 $4.99M 0.06% +1,915 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55,219 shares 55,219 $4.96M 0.06% new Timeline DFIC 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 104,811 shares; 2026Q1: 104,811 shares; 2026Q2: 132,870 shares 132,870 $4.95M 0.06% +28,059 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: 5,775 shares; 2024Q4: 9,449 shares; 2025Q1: not loaded; 2025Q2: 17,531 shares; 2025Q3: 15,569 shares; 2025Q4: 20,327 shares; 2026Q1: 20,327 shares; 2026Q2: 29,277 shares 29,277 $4.95M 0.06% +8,950 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,010 shares 50,010 $4.94M 0.06% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,435 shares; 2024Q4: 9,164 shares; 2025Q1: not loaded; 2025Q2: 17,795 shares; 2025Q3: 16,474 shares; 2025Q4: 20,732 shares; 2026Q1: 20,732 shares; 2026Q2: 60,934 shares 60,934 $4.89M 0.06% +40,202 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,200 shares; 2024Q4: 6,127 shares; 2025Q1: not loaded; 2025Q2: 9,083 shares; 2025Q3: 6,863 shares; 2025Q4: 7,980 shares; 2026Q1: 7,980 shares; 2026Q2: 14,162 shares 14,162 $4.88M 0.06% +6,182 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,006 shares; 2024Q4: 21,208 shares; 2025Q1: not loaded; 2025Q2: 36,360 shares; 2025Q3: 38,170 shares; 2025Q4: 37,003 shares; 2026Q1: 37,003 shares; 2026Q2: 46,408 shares 46,408 $4.87M 0.06% +9,405 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,695 shares; 2026Q1: 5,695 shares; 2026Q2: 61,678 shares 61,678 $4.86M 0.05% +55,983 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 11,683 shares; 2025Q3: 18,765 shares; 2025Q4: 119,420 shares; 2026Q1: 119,420 shares; 2026Q2: 154,216 shares 154,216 $4.8M 0.05% +34,796 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,740 shares; 2024Q4: 26,989 shares; 2025Q1: not loaded; 2025Q2: 192,714 shares; 2025Q3: 134,165 shares; 2025Q4: 142,234 shares; 2026Q1: 142,234 shares; 2026Q2: 174,880 shares 174,880 $4.76M 0.05% +32,646 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,174 shares; 2024Q4: 13,739 shares; 2025Q1: not loaded; 2025Q2: 35,473 shares; 2025Q3: 11,188 shares; 2025Q4: 19,148 shares; 2026Q1: 19,148 shares; 2026Q2: 43,883 shares 43,883 $4.72M 0.05% +24,735 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 2,938 shares; 2025Q4: 12,211 shares; 2026Q1: 12,211 shares; 2026Q2: 15,483 shares 15,483 $4.69M 0.05% +3,272 Timeline FRMM FORUM MARKETS INC More: the full row for FORUM MARKETS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 857,141 shares 857,141 $4.65M 0.05% new 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: 951 shares; 2024Q4: 2,446 shares; 2025Q1: not loaded; 2025Q2: 4,357 shares; 2025Q3: 4,013 shares; 2025Q4: 4,785 shares; 2026Q1: 4,785 shares; 2026Q2: 9,441 shares 9,441 $4.64M 0.05% +4,656 Timeline VUSB 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 loaded; 2025Q2: not reported; 2025Q3: 8,531 shares; 2025Q4: 38,696 shares; 2026Q1: 38,696 shares; 2026Q2: 92,461 shares 92,461 $4.6M 0.05% +53,765 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,158 shares; 2024Q4: 6,504 shares; 2025Q1: not loaded; 2025Q2: 12,590 shares; 2025Q3: 11,520 shares; 2025Q4: 13,041 shares; 2026Q1: 13,041 shares; 2026Q2: 39,370 shares 39,370 $4.6M 0.05% +26,329 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,885 shares; 2024Q4: 12,146 shares; 2025Q1: not loaded; 2025Q2: 19,342 shares; 2025Q3: 21,143 shares; 2025Q4: 31,083 shares; 2026Q1: 31,083 shares; 2026Q2: 49,754 shares 49,754 $4.59M 0.05% +18,671 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 loaded; 2025Q2: not reported; 2025Q3: 314 shares; 2025Q4: 752 shares; 2026Q1: 752 shares; 2026Q2: 2,313 shares 2,313 $4.58M 0.05% +1,561 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,767 shares; 2025Q1: not loaded; 2025Q2: 10,050 shares; 2025Q3: 5,759 shares; 2025Q4: 15,090 shares; 2026Q1: 15,090 shares; 2026Q2: 30,830 shares 30,830 $4.57M 0.05% +15,740 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,731 shares; 2024Q4: 4,170 shares; 2025Q1: not loaded; 2025Q2: 5,185 shares; 2025Q3: 5,353 shares; 2025Q4: 7,707 shares; 2026Q1: 7,707 shares; 2026Q2: 9,112 shares 9,112 $4.57M 0.05% +1,405 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: 12,364 shares; 2024Q4: 27,608 shares; 2025Q1: not loaded; 2025Q2: 41,250 shares; 2025Q3: 31,227 shares; 2025Q4: 46,418 shares; 2026Q1: 46,418 shares; 2026Q2: 61,433 shares 61,433 $4.57M 0.05% +15,015 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 77,330 shares; 2025Q4: 100,894 shares; 2026Q1: 100,894 shares; 2026Q2: 122,690 shares 122,690 $4.54M 0.05% +21,796 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 140,432 shares; 2026Q1: 140,432 shares; 2026Q2: 180,910 shares 180,910 $4.53M 0.05% +40,478 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,254 shares; 2026Q1: 19,254 shares; 2026Q2: 62,077 shares 62,077 $4.53M 0.05% +42,823 Timeline IVLU 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 loaded; 2025Q2: 54,008 shares; 2025Q3: 59,272 shares; 2025Q4: 74,368 shares; 2026Q1: 74,368 shares; 2026Q2: 107,822 shares 107,822 $4.51M 0.05% +33,454 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,380 shares; 2026Q1: 25,380 shares; 2026Q2: 44,658 shares 44,658 $4.49M 0.05% +19,278 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,927 shares; 2026Q1: 59,927 shares; 2026Q2: 152,706 shares 152,706 $4.48M 0.05% +92,779 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,834 shares; 2024Q4: 12,884 shares; 2025Q1: not loaded; 2025Q2: 48,813 shares; 2025Q3: 29,173 shares; 2025Q4: 40,785 shares; 2026Q1: 40,785 shares; 2026Q2: 89,062 shares 89,062 $4.44M 0.05% +48,277 Timeline DWAS 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: 5,562 shares; 2024Q4: 33,778 shares; 2025Q1: not loaded; 2025Q2: 43,258 shares; 2025Q3: 15,639 shares; 2025Q4: 38,436 shares; 2026Q1: 38,436 shares; 2026Q2: 34,817 shares 34,817 $4.43M 0.05% -3,619 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,335 shares; 2024Q4: 34,892 shares; 2025Q1: not loaded; 2025Q2: 39,787 shares; 2025Q3: 34,613 shares; 2025Q4: 39,779 shares; 2026Q1: 39,779 shares; 2026Q2: 53,741 shares 53,741 $4.42M 0.05% +13,962 Timeline DFGP 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,479 shares; 2026Q1: 5,479 shares; 2026Q2: 80,221 shares 80,221 $4.37M 0.05% +74,742 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,910 shares; 2024Q4: 13,588 shares; 2025Q1: not loaded; 2025Q2: 41,822 shares; 2025Q3: 26,462 shares; 2025Q4: 47,255 shares; 2026Q1: 47,255 shares; 2026Q2: 93,540 shares 93,540 $4.36M 0.05% +46,285 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: 2,658 shares; 2024Q4: 5,913 shares; 2025Q1: not loaded; 2025Q2: 11,946 shares; 2025Q3: 12,246 shares; 2025Q4: 17,002 shares; 2026Q1: 17,002 shares; 2026Q2: 21,722 shares 21,722 $4.36M 0.05% +4,720 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 136,936 shares 136,936 $4.35M 0.05% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,542 shares; 2024Q4: 30,158 shares; 2025Q1: not loaded; 2025Q2: 69,811 shares; 2025Q3: 9,868 shares; 2025Q4: 63,199 shares; 2026Q1: 63,199 shares; 2026Q2: 76,285 shares 76,285 $4.31M 0.05% +13,086 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: 12,075 shares; 2024Q4: 16,244 shares; 2025Q1: not loaded; 2025Q2: 25,199 shares; 2025Q3: 20,126 shares; 2025Q4: 27,923 shares; 2026Q1: 27,923 shares; 2026Q2: 55,057 shares 55,057 $4.31M 0.05% +27,134 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 52,059 shares 52,059 $4.3M 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 16,243 shares; 2025Q3: 16,247 shares; 2025Q4: 22,221 shares; 2026Q1: 22,221 shares; 2026Q2: 41,271 shares 41,271 $4.29M 0.05% +19,050 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: 2,642 shares; 2024Q4: 7,366 shares; 2025Q1: not loaded; 2025Q2: 26,881 shares; 2025Q3: 27,591 shares; 2025Q4: 27,582 shares; 2026Q1: 27,582 shares; 2026Q2: 29,267 shares 29,267 $4.27M 0.05% +1,685 Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,016 shares; 2026Q1: 6,016 shares; 2026Q2: 77,055 shares 77,055 $4.27M 0.05% +71,039 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: 1,604 shares; 2024Q4: 4,342 shares; 2025Q1: not loaded; 2025Q2: 13,937 shares; 2025Q3: 14,092 shares; 2025Q4: 14,643 shares; 2026Q1: 14,643 shares; 2026Q2: 16,641 shares 16,641 $4.26M 0.05% +1,998 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,940 shares; 2025Q1: not loaded; 2025Q2: 19,703 shares; 2025Q3: 21,341 shares; 2025Q4: 37,480 shares; 2026Q1: 37,480 shares; 2026Q2: 84,067 shares 84,067 $4.24M 0.05% +46,587 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,406 shares; 2024Q4: 6,258 shares; 2025Q1: not loaded; 2025Q2: 13,985 shares; 2025Q3: 14,674 shares; 2025Q4: 17,268 shares; 2026Q1: 17,268 shares; 2026Q2: 24,264 shares 24,264 $4.23M 0.05% +6,996 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 78,638 shares 78,638 $4.2M 0.05% new Timeline BBUS 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,098 shares 31,098 $4.19M 0.05% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 17,423 shares; 2025Q3: 22,355 shares; 2025Q4: 50,636 shares; 2026Q1: 50,636 shares; 2026Q2: 54,907 shares 54,907 $4.16M 0.05% +4,271 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: 28,521 shares; 2024Q4: 49,601 shares; 2025Q1: not loaded; 2025Q2: 57,351 shares; 2025Q3: 51,774 shares; 2025Q4: 51,765 shares; 2026Q1: 51,765 shares; 2026Q2: 88,754 shares 88,754 $4.15M 0.05% +36,989 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,553 shares; 2024Q4: 5,194 shares; 2025Q1: not loaded; 2025Q2: 6,739 shares; 2025Q3: 6,890 shares; 2025Q4: 34,007 shares; 2026Q1: 34,007 shares; 2026Q2: 41,824 shares 41,824 $4.15M 0.05% +7,817 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,096 shares; 2026Q1: 36,096 shares; 2026Q2: 84,129 shares 84,129 $4.15M 0.05% +48,033 Timeline EMXC 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 loaded; 2025Q2: 12,997 shares; 2025Q3: not reported; 2025Q4: 32,791 shares; 2026Q1: 32,791 shares; 2026Q2: 40,035 shares 40,035 $4.1M 0.05% +7,244 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,226 shares; 2024Q4: 10,702 shares; 2025Q1: not loaded; 2025Q2: 27,947 shares; 2025Q3: 16,542 shares; 2025Q4: 26,910 shares; 2026Q1: 26,910 shares; 2026Q2: 39,964 shares 39,964 $4.08M 0.05% +13,054 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: 24,416 shares; 2024Q4: 25,362 shares; 2025Q1: not loaded; 2025Q2: 36,303 shares; 2025Q3: 36,800 shares; 2025Q4: 53,245 shares; 2026Q1: 53,245 shares; 2026Q2: 51,785 shares 51,785 $4.02M 0.05% -1,460 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 2,110 shares; 2025Q4: 2,477 shares; 2026Q1: 2,477 shares; 2026Q2: 35,079 shares 35,079 $3.99M 0.05% +32,602 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,416 shares; 2024Q4: 3,260 shares; 2025Q1: not loaded; 2025Q2: 9,104 shares; 2025Q3: 4,949 shares; 2025Q4: 5,947 shares; 2026Q1: 5,947 shares; 2026Q2: 7,705 shares 7,705 $3.97M 0.04% +1,758 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,529 shares; 2025Q1: not loaded; 2025Q2: 4,398 shares; 2025Q3: 4,472 shares; 2025Q4: 10,869 shares; 2026Q1: 10,869 shares; 2026Q2: 19,328 shares 19,328 $3.96M 0.04% +8,459 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,961 shares; 2024Q4: 5,840 shares; 2025Q1: not loaded; 2025Q2: 7,152 shares; 2025Q3: 6,246 shares; 2025Q4: 7,496 shares; 2026Q1: 7,496 shares; 2026Q2: 12,521 shares 12,521 $3.92M 0.04% +5,025 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: 1,163 shares; 2024Q4: 2,809 shares; 2025Q1: not loaded; 2025Q2: 4,278 shares; 2025Q3: 4,223 shares; 2025Q4: 5,259 shares; 2026Q1: 5,259 shares; 2026Q2: 7,882 shares 7,882 $3.91M 0.04% +2,623 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 59,875 shares; 2025Q3: 56,452 shares; 2025Q4: 61,138 shares; 2026Q1: 61,138 shares; 2026Q2: 86,075 shares 86,075 $3.88M 0.04% +24,937 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,247 shares; 2024Q4: 4,356 shares; 2025Q1: not loaded; 2025Q2: 6,391 shares; 2025Q3: 6,930 shares; 2025Q4: 8,274 shares; 2026Q1: 8,274 shares; 2026Q2: 14,867 shares 14,867 $3.88M 0.04% +6,593 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,326 shares; 2024Q4: 2,271 shares; 2025Q1: not loaded; 2025Q2: 3,919 shares; 2025Q3: 3,212 shares; 2025Q4: 3,477 shares; 2026Q1: 3,477 shares; 2026Q2: 9,341 shares 9,341 $3.88M 0.04% +5,864 Timeline EMBD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 161,475 shares 161,475 $3.87M 0.04% new Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 29,923 shares; 2025Q4: 91,075 shares; 2026Q1: 91,075 shares; 2026Q2: 148,426 shares 148,426 $3.85M 0.04% +57,351 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 581 shares; 2024Q4: 847 shares; 2025Q1: not loaded; 2025Q2: 1,092 shares; 2025Q3: 1,018 shares; 2025Q4: 2,055 shares; 2026Q1: 2,055 shares; 2026Q2: 3,686 shares 3,686 $3.84M 0.04% +1,631 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,354 shares; 2024Q4: 11,008 shares; 2025Q1: not loaded; 2025Q2: 17,351 shares; 2025Q3: 17,480 shares; 2025Q4: 20,970 shares; 2026Q1: 20,970 shares; 2026Q2: 40,940 shares 40,940 $3.83M 0.04% +19,970 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,810 shares; 2024Q4: 3,679 shares; 2025Q1: not loaded; 2025Q2: 10,811 shares; 2025Q3: 4,542 shares; 2025Q4: 8,707 shares; 2026Q1: 8,707 shares; 2026Q2: 14,165 shares 14,165 $3.83M 0.04% +5,458 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 2,072 shares; 2025Q4: 2,841 shares; 2026Q1: 2,841 shares; 2026Q2: 9,667 shares 9,667 $3.81M 0.04% +6,826 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,995 shares 50,995 $3.79M 0.04% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 5,632 shares; 2025Q3: 5,240 shares; 2025Q4: 12,111 shares; 2026Q1: 12,111 shares; 2026Q2: 27,741 shares 27,741 $3.79M 0.04% +15,630 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,056 shares 41,056 $3.79M 0.04% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,767 shares; 2024Q4: 4,407 shares; 2025Q1: not loaded; 2025Q2: 5,832 shares; 2025Q3: 6,556 shares; 2025Q4: 7,933 shares; 2026Q1: 7,933 shares; 2026Q2: 9,293 shares 9,293 $3.78M 0.04% +1,360 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: 17,771 shares; 2024Q4: 66,761 shares; 2025Q1: not loaded; 2025Q2: 46,121 shares; 2025Q3: 6,986 shares; 2025Q4: 56,505 shares; 2026Q1: 56,505 shares; 2026Q2: 88,827 shares 88,827 $3.76M 0.04% +32,322 Timeline DFNM 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 8,992 shares; 2025Q4: 40,051 shares; 2026Q1: 40,051 shares; 2026Q2: 77,713 shares 77,713 $3.76M 0.04% +37,662 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 194,637 shares 194,637 $3.75M 0.04% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,016 shares; 2024Q4: 5,829 shares; 2025Q1: not loaded; 2025Q2: 7,242 shares; 2025Q3: 6,408 shares; 2025Q4: 14,925 shares; 2026Q1: 14,925 shares; 2026Q2: 23,034 shares 23,034 $3.75M 0.04% +8,109 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,808 shares; 2024Q4: 3,620 shares; 2025Q1: not loaded; 2025Q2: 6,365 shares; 2025Q3: 4,876 shares; 2025Q4: 8,407 shares; 2026Q1: 8,407 shares; 2026Q2: 11,844 shares 11,844 $3.73M 0.04% +3,437 Timeline JPUS 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: 14,495 shares; 2025Q1: not loaded; 2025Q2: 27,593 shares; 2025Q3: 2,882 shares; 2025Q4: 23,509 shares; 2026Q1: 23,509 shares; 2026Q2: 26,562 shares 26,562 $3.72M 0.04% +3,053 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 4,954 shares; 2025Q4: 20,314 shares; 2026Q1: 20,314 shares; 2026Q2: 34,747 shares 34,747 $3.7M 0.04% +14,433 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,639 shares; 2024Q4: 22,837 shares; 2025Q1: not loaded; 2025Q2: 31,173 shares; 2025Q3: 31,482 shares; 2025Q4: 34,444 shares; 2026Q1: 34,444 shares; 2026Q2: 32,401 shares 32,401 $3.7M 0.04% -2,043 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: 47,021 shares; 2024Q4: 57,388 shares; 2025Q1: not loaded; 2025Q2: 114,260 shares; 2025Q3: 78,521 shares; 2025Q4: 116,749 shares; 2026Q1: 116,749 shares; 2026Q2: 149,868 shares 149,868 $3.68M 0.04% +33,119 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: 839 shares; 2024Q4: 1,588 shares; 2025Q1: not loaded; 2025Q2: 2,186 shares; 2025Q3: 2,044 shares; 2025Q4: 2,473 shares; 2026Q1: 2,473 shares; 2026Q2: 4,429 shares 4,429 $3.68M 0.04% +1,956 Timeline SOXX 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,484 shares; 2026Q1: 4,484 shares; 2026Q2: 5,724 shares 5,724 $3.67M 0.04% +1,240 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,239 shares; 2024Q4: 19,805 shares; 2025Q1: not loaded; 2025Q2: 25,723 shares; 2025Q3: 27,073 shares; 2025Q4: 30,502 shares; 2026Q1: 30,502 shares; 2026Q2: 31,841 shares 31,841 $3.66M 0.04% +1,339 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,127 shares; 2025Q3: 4,183 shares; 2025Q4: 5,307 shares; 2026Q1: 5,307 shares; 2026Q2: 8,211 shares 8,211 $3.65M 0.04% +2,904 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: 2,411 shares; 2025Q1: not loaded; 2025Q2: 8,408 shares; 2025Q3: 7,988 shares; 2025Q4: 7,903 shares; 2026Q1: 7,903 shares; 2026Q2: 8,632 shares 8,632 $3.59M 0.04% +729 Timeline HEDG SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 93,824 shares; 2026Q1: 93,824 shares; 2026Q2: 119,385 shares 119,385 $3.58M 0.04% +25,561 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,619 shares; 2024Q4: 6,612 shares; 2025Q1: not loaded; 2025Q2: 8,350 shares; 2025Q3: 8,015 shares; 2025Q4: 9,692 shares; 2026Q1: 9,692 shares; 2026Q2: 16,791 shares 16,791 $3.57M 0.04% +7,099 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,122 shares; 2024Q4: 150,993 shares; 2025Q1: not loaded; 2025Q2: 237,678 shares; 2025Q3: 279,934 shares; 2025Q4: 303,538 shares; 2026Q1: 303,538 shares; 2026Q2: 372,957 shares 372,957 $3.57M 0.04% +69,419 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,755 shares; 2024Q4: 4,800 shares; 2025Q1: not loaded; 2025Q2: 6,308 shares; 2025Q3: 6,535 shares; 2025Q4: 6,200 shares; 2026Q1: 6,200 shares; 2026Q2: 9,503 shares 9,503 $3.57M 0.04% +3,303 Timeline FLIA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 147,783 shares; 2025Q3: 42,300 shares; 2025Q4: 87,045 shares; 2026Q1: 87,045 shares; 2026Q2: 172,935 shares 172,935 $3.54M 0.04% +85,890 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,676 shares; 2024Q4: 14,434 shares; 2025Q1: not loaded; 2025Q2: 27,152 shares; 2025Q3: 10,971 shares; 2025Q4: 18,041 shares; 2026Q1: 18,041 shares; 2026Q2: 28,472 shares 28,472 $3.54M 0.04% +10,431 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,249 shares; 2025Q1: not loaded; 2025Q2: 18,434 shares; 2025Q3: 4,494 shares; 2025Q4: 14,915 shares; 2026Q1: 14,915 shares; 2026Q2: 33,070 shares 33,070 $3.54M 0.04% +18,155 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 10,702 shares; 2025Q4: 178,226 shares; 2026Q1: 178,226 shares; 2026Q2: 254,188 shares 254,188 $3.51M 0.04% +75,962 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,394 shares; 2026Q1: 2,394 shares; 2026Q2: 24,616 shares 24,616 $3.51M 0.04% +22,222 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32,277 shares; 2025Q1: not loaded; 2025Q2: 88,670 shares; 2025Q3: 34,127 shares; 2025Q4: 93,195 shares; 2026Q1: 93,195 shares; 2026Q2: 94,907 shares 94,907 $3.5M 0.04% +1,712 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: 44,609 shares; 2024Q4: 59,714 shares; 2025Q1: not loaded; 2025Q2: 79,314 shares; 2025Q3: 83,070 shares; 2025Q4: 91,662 shares; 2026Q1: 91,662 shares; 2026Q2: 86,063 shares 86,063 $3.49M 0.04% -5,599 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: 2,142 shares; 2024Q4: 2,035 shares; 2025Q1: not loaded; 2025Q2: 2,372 shares; 2025Q3: 3,115 shares; 2025Q4: 3,873 shares; 2026Q1: 3,873 shares; 2026Q2: 11,364 shares 11,364 $3.48M 0.04% +7,491 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: 2,724 shares; 2024Q4: 6,036 shares; 2025Q1: not loaded; 2025Q2: 9,507 shares; 2025Q3: 8,823 shares; 2025Q4: 10,146 shares; 2026Q1: 10,146 shares; 2026Q2: 10,959 shares 10,959 $3.48M 0.04% +813 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: 24,582 shares; 2024Q4: 24,869 shares; 2025Q1: not loaded; 2025Q2: 38,985 shares; 2025Q3: 39,804 shares; 2025Q4: 40,678 shares; 2026Q1: 40,678 shares; 2026Q2: 66,029 shares 66,029 $3.46M 0.04% +25,351 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,130 shares; 2024Q4: 4,581 shares; 2025Q1: not loaded; 2025Q2: 10,950 shares; 2025Q3: 5,602 shares; 2025Q4: 12,035 shares; 2026Q1: 12,035 shares; 2026Q2: 31,991 shares 31,991 $3.45M 0.04% +19,956 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,668 shares; 2025Q1: not loaded; 2025Q2: 39,597 shares; 2025Q3: 40,174 shares; 2025Q4: 66,989 shares; 2026Q1: 66,989 shares; 2026Q2: 90,551 shares 90,551 $3.44M 0.04% +23,562 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,558 shares 21,558 $3.44M 0.04% new Timeline CDL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44,354 shares 44,354 $3.44M 0.04% new Timeline DFCA 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,171 shares; 2026Q1: 54,171 shares; 2026Q2: 68,467 shares 68,467 $3.44M 0.04% +14,296 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: 14,081 shares; 2024Q4: 108,899 shares; 2025Q1: not loaded; 2025Q2: 146,529 shares; 2025Q3: 151,320 shares; 2025Q4: 175,557 shares; 2026Q1: 175,557 shares; 2026Q2: 171,162 shares 171,162 $3.43M 0.04% -4,395 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 177,204 shares; 2025Q3: 11,926 shares; 2025Q4: 102,454 shares; 2026Q1: 102,454 shares; 2026Q2: 107,752 shares 107,752 $3.42M 0.04% +5,298 Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,685 shares 40,685 $3.41M 0.04% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,638 shares; 2024Q4: 12,681 shares; 2025Q1: not loaded; 2025Q2: 23,741 shares; 2025Q3: 14,321 shares; 2025Q4: 16,825 shares; 2026Q1: 16,825 shares; 2026Q2: 20,897 shares 20,897 $3.38M 0.04% +4,072 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,694 shares; 2024Q4: 3,268 shares; 2025Q1: not loaded; 2025Q2: 3,861 shares; 2025Q3: 3,587 shares; 2025Q4: 4,999 shares; 2026Q1: 4,999 shares; 2026Q2: 7,463 shares 7,463 $3.38M 0.04% +2,464 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 841 shares; 2024Q4: 1,087 shares; 2025Q1: not loaded; 2025Q2: 1,652 shares; 2025Q3: 1,099 shares; 2025Q4: 1,527 shares; 2026Q1: 1,527 shares; 2026Q2: 2,482 shares 2,482 $3.38M 0.04% +955 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,821 shares; 2024Q4: 10,903 shares; 2025Q1: not loaded; 2025Q2: 13,886 shares; 2025Q3: 14,261 shares; 2025Q4: 22,585 shares; 2026Q1: 22,585 shares; 2026Q2: 19,877 shares 19,877 $3.35M 0.04% -2,708 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 43,489 shares; 2025Q3: 47,915 shares; 2025Q4: 61,736 shares; 2026Q1: 61,736 shares; 2026Q2: 90,640 shares 90,640 $3.33M 0.04% +28,904 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,676 shares; 2025Q1: not loaded; 2025Q2: 17,995 shares; 2025Q3: 19,352 shares; 2025Q4: 117,328 shares; 2026Q1: 117,328 shares; 2026Q2: 129,751 shares 129,751 $3.33M 0.04% +12,423 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 72,498 shares 72,498 $3.32M 0.04% new 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: 3,042 shares; 2024Q4: 4,775 shares; 2025Q1: not loaded; 2025Q2: 5,024 shares; 2025Q3: 5,222 shares; 2025Q4: 7,160 shares; 2026Q1: 7,160 shares; 2026Q2: 12,684 shares 12,684 $3.3M 0.04% +5,524 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,365 shares; 2024Q4: 12,543 shares; 2025Q1: not loaded; 2025Q2: 18,457 shares; 2025Q3: 14,319 shares; 2025Q4: 17,805 shares; 2026Q1: 17,805 shares; 2026Q2: 19,268 shares 19,268 $3.21M 0.04% +1,463 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,166 shares; 2024Q4: 12,608 shares; 2025Q1: not loaded; 2025Q2: 41,311 shares; 2025Q3: 38,269 shares; 2025Q4: 34,414 shares; 2026Q1: 34,414 shares; 2026Q2: 55,112 shares 55,112 $3.19M 0.04% +20,698 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,785 shares 39,785 $3.19M 0.04% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,575 shares; 2024Q4: 50,133 shares; 2025Q1: not loaded; 2025Q2: 92,652 shares; 2025Q3: 80,779 shares; 2025Q4: 206,830 shares; 2026Q1: 206,830 shares; 2026Q2: 228,580 shares 228,580 $3.18M 0.04% +21,750 Timeline SYSB 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,575 shares 35,575 $3.16M 0.04% 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: 2,514 shares; 2024Q4: 5,572 shares; 2025Q1: not loaded; 2025Q2: 9,034 shares; 2025Q3: 7,408 shares; 2025Q4: 10,491 shares; 2026Q1: 10,491 shares; 2026Q2: 11,732 shares 11,732 $3.15M 0.04% +1,241 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,073 shares; 2024Q4: 36,615 shares; 2025Q1: not loaded; 2025Q2: 43,268 shares; 2025Q3: 43,891 shares; 2025Q4: 59,789 shares; 2026Q1: 59,789 shares; 2026Q2: 79,365 shares 79,365 $3.13M 0.04% +19,576 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,384 shares; 2025Q3: 2,117 shares; 2025Q4: 4,595 shares; 2026Q1: 4,595 shares; 2026Q2: 9,075 shares 9,075 $3.12M 0.04% +4,480 Timeline QQQE 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,511 shares 25,511 $3.11M 0.04% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,913 shares; 2024Q4: 7,493 shares; 2025Q1: not loaded; 2025Q2: 12,385 shares; 2025Q3: 11,093 shares; 2025Q4: 12,261 shares; 2026Q1: 12,261 shares; 2026Q2: 19,480 shares 19,480 $3.09M 0.03% +7,219 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: 3,931 shares; 2025Q1: not loaded; 2025Q2: 10,632 shares; 2025Q3: 10,761 shares; 2025Q4: 18,956 shares; 2026Q1: 18,956 shares; 2026Q2: 32,118 shares 32,118 $3.09M 0.03% +13,162 Timeline LCTU 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,218 shares 38,218 $3.06M 0.03% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,540 shares; 2024Q4: 9,566 shares; 2025Q1: not loaded; 2025Q2: 21,046 shares; 2025Q3: 12,796 shares; 2025Q4: 13,909 shares; 2026Q1: 13,909 shares; 2026Q2: 14,941 shares 14,941 $3.06M 0.03% +1,032 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: 1,992 shares; 2025Q1: not loaded; 2025Q2: 3,027 shares; 2025Q3: 3,217 shares; 2025Q4: 5,433 shares; 2026Q1: 5,433 shares; 2026Q2: 7,925 shares 7,925 $3.06M 0.03% +2,492 Timeline IWP 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 loaded; 2025Q2: not reported; 2025Q3: 6,299 shares; 2025Q4: 7,933 shares; 2026Q1: 7,933 shares; 2026Q2: 20,802 shares 20,802 $3.05M 0.03% +12,869 Timeline JEPQ 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 loaded; 2025Q2: not reported; 2025Q3: 16,560 shares; 2025Q4: 29,108 shares; 2026Q1: 29,108 shares; 2026Q2: 49,527 shares 49,527 $3.04M 0.03% +20,419 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,134 shares; 2024Q4: 3,783 shares; 2025Q1: not loaded; 2025Q2: 6,703 shares; 2025Q3: 5,953 shares; 2025Q4: 14,985 shares; 2026Q1: 14,985 shares; 2026Q2: 18,602 shares 18,602 $3.04M 0.03% +3,617 Timeline BILT 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,633 shares; 2026Q1: 47,633 shares; 2026Q2: 108,217 shares 108,217 $3.03M 0.03% +60,584 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 154,899 shares 154,899 $3.03M 0.03% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,891 shares; 2024Q4: 18,479 shares; 2025Q1: not loaded; 2025Q2: 32,932 shares; 2025Q3: 26,838 shares; 2025Q4: 30,546 shares; 2026Q1: 30,546 shares; 2026Q2: 44,385 shares 44,385 $3.03M 0.03% +13,839 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60,973 shares 60,973 $3.02M 0.03% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,431 shares; 2024Q4: 9,987 shares; 2025Q1: not loaded; 2025Q2: 13,109 shares; 2025Q3: 13,065 shares; 2025Q4: 16,991 shares; 2026Q1: 16,991 shares; 2026Q2: 21,970 shares 21,970 $3.01M 0.03% +4,979 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: not reported; 2024Q4: 1,327 shares; 2025Q1: not loaded; 2025Q2: 1,902 shares; 2025Q3: 1,957 shares; 2025Q4: 3,993 shares; 2026Q1: 3,993 shares; 2026Q2: 9,543 shares 9,543 $3M 0.03% +5,550 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,857 shares; 2024Q4: 6,314 shares; 2025Q1: not loaded; 2025Q2: 20,952 shares; 2025Q3: 21,722 shares; 2025Q4: 20,384 shares; 2026Q1: 20,384 shares; 2026Q2: 20,556 shares 20,556 $3M 0.03% +172 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: 5,455 shares; 2024Q4: 11,655 shares; 2025Q1: not loaded; 2025Q2: 17,145 shares; 2025Q3: 17,649 shares; 2025Q4: 19,415 shares; 2026Q1: 19,415 shares; 2026Q2: 42,761 shares 42,761 $3M 0.03% +23,346 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 81,432 shares; 2025Q3: 13,067 shares; 2025Q4: 76,798 shares; 2026Q1: 76,798 shares; 2026Q2: 99,308 shares 99,308 $3M 0.03% +22,510 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,360 shares 13,360 $2.99M 0.03% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 393 shares; 2024Q4: 720 shares; 2025Q1: not loaded; 2025Q2: 21,873 shares; 2025Q3: 20,617 shares; 2025Q4: 26,272 shares; 2026Q1: 26,272 shares; 2026Q2: 32,123 shares 32,123 $2.96M 0.03% +5,851 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,340 shares 13,340 $2.95M 0.03% new 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: 5,864 shares; 2025Q1: not loaded; 2025Q2: 10,328 shares; 2025Q3: 11,373 shares; 2025Q4: 21,534 shares; 2026Q1: 21,534 shares; 2026Q2: 38,186 shares 38,186 $2.94M 0.03% +16,652 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,797 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,433 shares; 2026Q1: 10,433 shares; 2026Q2: 31,107 shares 31,107 $2.94M 0.03% +20,674 Timeline DFEM 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,013 shares; 2026Q1: 41,013 shares; 2026Q2: 72,305 shares 72,305 $2.94M 0.03% +31,292 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,938 shares; 2025Q3: 2,875 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 16,721 shares 16,721 $2.93M 0.03% +9,721 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,558 shares; 2024Q4: 15,717 shares; 2025Q1: not loaded; 2025Q2: 19,886 shares; 2025Q3: 19,501 shares; 2025Q4: 37,344 shares; 2026Q1: 37,344 shares; 2026Q2: 67,935 shares 67,935 $2.89M 0.03% +30,591 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,093 shares; 2024Q4: 7,733 shares; 2025Q1: not loaded; 2025Q2: 44,846 shares; 2025Q3: 21,765 shares; 2025Q4: 32,785 shares; 2026Q1: 32,785 shares; 2026Q2: 60,055 shares 60,055 $2.88M 0.03% +27,270 Timeline SUSC 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 124,501 shares 124,501 $2.88M 0.03% new Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,179 shares; 2026Q1: 24,179 shares; 2026Q2: 70,368 shares 70,368 $2.88M 0.03% +46,189 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,381 shares; 2025Q1: not loaded; 2025Q2: 12,058 shares; 2025Q3: 10,853 shares; 2025Q4: 12,043 shares; 2026Q1: 12,043 shares; 2026Q2: 14,397 shares 14,397 $2.87M 0.03% +2,354 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,179 shares; 2024Q4: 3,691 shares; 2025Q1: not loaded; 2025Q2: 6,342 shares; 2025Q3: 5,744 shares; 2025Q4: 9,714 shares; 2026Q1: 9,714 shares; 2026Q2: 13,472 shares 13,472 $2.87M 0.03% +3,758 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: 17,531 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,660 shares; 2026Q1: 31,660 shares; 2026Q2: 70,685 shares 70,685 $2.87M 0.03% +39,025 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,409 shares; 2026Q1: 5,409 shares; 2026Q2: 11,424 shares 11,424 $2.81M 0.03% +6,015 Timeline TKC TURKCELL ILETISIM More: the full row for TURKCELL ILETISIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,763 shares; 2024Q4: 395,681 shares; 2025Q1: not loaded; 2025Q2: 500,209 shares; 2025Q3: 500,305 shares; 2025Q4: 500,894 shares; 2026Q1: 500,894 shares; 2026Q2: 478,154 shares 478,154 $2.81M 0.03% -22,740 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: 8,923 shares; 2024Q4: 12,953 shares; 2025Q1: not loaded; 2025Q2: 16,573 shares; 2025Q3: 18,840 shares; 2025Q4: 38,139 shares; 2026Q1: 38,139 shares; 2026Q2: 58,939 shares 58,939 $2.8M 0.03% +20,800 Timeline FDEM 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 76,736 shares 76,736 $2.79M 0.03% new Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61,020 shares 61,020 $2.78M 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 5,258 shares; 2025Q4: 25,946 shares; 2026Q1: 25,946 shares; 2026Q2: 39,796 shares 39,796 $2.78M 0.03% +13,850 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,474 shares; 2025Q3: 3,928 shares; 2025Q4: 21,426 shares; 2026Q1: 21,426 shares; 2026Q2: 29,716 shares 29,716 $2.77M 0.03% +8,290 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,403 shares; 2026Q1: 43,403 shares; 2026Q2: 61,010 shares 61,010 $2.77M 0.03% +17,607 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 693 shares; 2024Q4: 2,265 shares; 2025Q1: not loaded; 2025Q2: 9,525 shares; 2025Q3: 8,161 shares; 2025Q4: 6,846 shares; 2026Q1: 6,846 shares; 2026Q2: 8,293 shares 8,293 $2.76M 0.03% +1,447 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,535 shares; 2024Q4: 4,921 shares; 2025Q1: not loaded; 2025Q2: 6,305 shares; 2025Q3: 7,363 shares; 2025Q4: 8,297 shares; 2026Q1: 8,297 shares; 2026Q2: 9,917 shares 9,917 $2.76M 0.03% +1,620 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 loaded; 2025Q2: 19,754 shares; 2025Q3: 21,687 shares; 2025Q4: 26,876 shares; 2026Q1: 26,876 shares; 2026Q2: 37,420 shares 37,420 $2.73M 0.03% +10,544 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,352 shares 35,352 $2.71M 0.03% 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,219 shares 14,219 $2.7M 0.03% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 1,540 shares; 2025Q4: 3,435 shares; 2026Q1: 3,435 shares; 2026Q2: 5,543 shares 5,543 $2.68M 0.03% +2,108 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,206 shares; 2026Q1: 14,206 shares; 2026Q2: 36,813 shares 36,813 $2.66M 0.03% +22,607 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,581 shares; 2024Q4: 20,443 shares; 2025Q1: not loaded; 2025Q2: 27,132 shares; 2025Q3: 26,729 shares; 2025Q4: 35,214 shares; 2026Q1: 35,214 shares; 2026Q2: 55,435 shares 55,435 $2.66M 0.03% +20,221 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 19,865 shares; 2025Q4: 36,050 shares; 2026Q1: 36,050 shares; 2026Q2: 91,614 shares 91,614 $2.65M 0.03% +55,564 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: 31,248 shares; 2024Q4: 34,188 shares; 2025Q1: not loaded; 2025Q2: 58,260 shares; 2025Q3: 41,527 shares; 2025Q4: 47,082 shares; 2026Q1: 47,082 shares; 2026Q2: 82,830 shares 82,830 $2.65M 0.03% +35,748 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: 3,291 shares; 2025Q1: not loaded; 2025Q2: 4,576 shares; 2025Q3: 5,038 shares; 2025Q4: 8,724 shares; 2026Q1: 8,724 shares; 2026Q2: 17,914 shares 17,914 $2.62M 0.03% +9,190 Timeline ITM 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 loaded; 2025Q2: 45,350 shares; 2025Q3: 55,685 shares; 2025Q4: 57,505 shares; 2026Q1: 57,505 shares; 2026Q2: 55,598 shares 55,598 $2.61M 0.03% -1,907 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,977 shares; 2024Q4: 5,159 shares; 2025Q1: not loaded; 2025Q2: 10,783 shares; 2025Q3: 7,675 shares; 2025Q4: 9,992 shares; 2026Q1: 9,992 shares; 2026Q2: 11,824 shares 11,824 $2.61M 0.03% +1,832 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,096 shares; 2024Q4: 2,315 shares; 2025Q1: not loaded; 2025Q2: 6,932 shares; 2025Q3: 6,884 shares; 2025Q4: 7,334 shares; 2026Q1: 7,334 shares; 2026Q2: 10,880 shares 10,880 $2.59M 0.03% +3,546 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,927 shares; 2024Q4: 14,606 shares; 2025Q1: not loaded; 2025Q2: 16,578 shares; 2025Q3: 17,684 shares; 2025Q4: 23,358 shares; 2026Q1: 23,358 shares; 2026Q2: 27,281 shares 27,281 $2.59M 0.03% +3,923 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,339 shares; 2025Q3: 1,796 shares; 2025Q4: 5,057 shares; 2026Q1: 5,057 shares; 2026Q2: 13,943 shares 13,943 $2.58M 0.03% +8,886 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: 7,531 shares; 2024Q4: 11,806 shares; 2025Q1: not loaded; 2025Q2: 22,357 shares; 2025Q3: 16,143 shares; 2025Q4: 20,916 shares; 2026Q1: 20,916 shares; 2026Q2: 62,046 shares 62,046 $2.56M 0.03% +41,130 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: 10,894 shares; 2024Q4: 15,935 shares; 2025Q1: not loaded; 2025Q2: 23,059 shares; 2025Q3: 22,921 shares; 2025Q4: 39,632 shares; 2026Q1: 39,632 shares; 2026Q2: 56,728 shares 56,728 $2.56M 0.03% +17,096 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: 3,163 shares; 2024Q4: 6,671 shares; 2025Q1: not loaded; 2025Q2: 10,071 shares; 2025Q3: 9,751 shares; 2025Q4: 12,033 shares; 2026Q1: 12,033 shares; 2026Q2: 13,406 shares 13,406 $2.55M 0.03% +1,373 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,053 shares; 2024Q4: 4,205 shares; 2025Q1: not loaded; 2025Q2: 5,438 shares; 2025Q3: 6,318 shares; 2025Q4: 9,203 shares; 2026Q1: 9,203 shares; 2026Q2: 12,664 shares 12,664 $2.55M 0.03% +3,461 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,553 shares; 2024Q4: 16,406 shares; 2025Q1: not loaded; 2025Q2: 23,774 shares; 2025Q3: 23,727 shares; 2025Q4: 23,877 shares; 2026Q1: 23,877 shares; 2026Q2: 23,835 shares 23,835 $2.53M 0.03% -42 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: 5,159 shares; 2025Q1: not loaded; 2025Q2: 32,808 shares; 2025Q3: 9,616 shares; 2025Q4: 24,209 shares; 2026Q1: 24,209 shares; 2026Q2: 28,986 shares 28,986 $2.52M 0.03% +4,777 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,995 shares; 2024Q4: 15,497 shares; 2025Q1: not loaded; 2025Q2: 21,181 shares; 2025Q3: 21,660 shares; 2025Q4: 22,153 shares; 2026Q1: 22,153 shares; 2026Q2: 34,332 shares 34,332 $2.52M 0.03% +12,179 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 1,795 shares; 2025Q4: 9,656 shares; 2026Q1: 9,656 shares; 2026Q2: 13,367 shares 13,367 $2.51M 0.03% +3,711 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: 8,715 shares; 2024Q4: 17,004 shares; 2025Q1: not loaded; 2025Q2: 27,296 shares; 2025Q3: 19,120 shares; 2025Q4: 36,301 shares; 2026Q1: 36,301 shares; 2026Q2: 53,996 shares 53,996 $2.51M 0.03% +17,695 Timeline BUFR 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 loaded; 2025Q2: 33,439 shares; 2025Q3: 19,252 shares; 2025Q4: 30,336 shares; 2026Q1: 30,336 shares; 2026Q2: 68,643 shares 68,643 $2.51M 0.03% +38,307 Timeline CMF 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,016 shares; 2026Q1: 34,016 shares; 2026Q2: 43,415 shares 43,415 $2.5M 0.03% +9,399 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,293 shares; 2026Q1: 27,293 shares; 2026Q2: 60,124 shares 60,124 $2.49M 0.03% +32,831 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 16,929 shares; 2025Q4: 45,483 shares; 2026Q1: 45,483 shares; 2026Q2: 61,556 shares 61,556 $2.46M 0.03% +16,073 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,383 shares; 2024Q4: 3,223 shares; 2025Q1: not loaded; 2025Q2: 5,087 shares; 2025Q3: 3,958 shares; 2025Q4: 7,532 shares; 2026Q1: 7,532 shares; 2026Q2: 10,980 shares 10,980 $2.46M 0.03% +3,448 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,558 shares; 2024Q4: 7,928 shares; 2025Q1: not loaded; 2025Q2: 13,282 shares; 2025Q3: 9,975 shares; 2025Q4: 9,826 shares; 2026Q1: 9,826 shares; 2026Q2: 11,014 shares 11,014 $2.45M 0.03% +1,188 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: 883 shares; 2025Q1: not loaded; 2025Q2: 1,275 shares; 2025Q3: 1,410 shares; 2025Q4: 3,127 shares; 2026Q1: 3,127 shares; 2026Q2: 4,940 shares 4,940 $2.45M 0.03% +1,813 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 67,927 shares 67,927 $2.43M 0.03% new 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 68,381 shares 68,381 $2.41M 0.03% new Timeline MGC 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,387 shares; 2026Q1: 4,387 shares; 2026Q2: 8,783 shares 8,783 $2.4M 0.03% +4,396 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,666 shares; 2025Q1: not loaded; 2025Q2: 6,779 shares; 2025Q3: 6,989 shares; 2025Q4: 7,901 shares; 2026Q1: 7,901 shares; 2026Q2: 8,922 shares 8,922 $2.4M 0.03% +1,021 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,705 shares; 2025Q1: not loaded; 2025Q2: 5,204 shares; 2025Q3: 4,755 shares; 2025Q4: 6,189 shares; 2026Q1: 6,189 shares; 2026Q2: 30,282 shares 30,282 $2.39M 0.03% +24,093 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,683 shares; 2024Q4: 6,191 shares; 2025Q1: not loaded; 2025Q2: 10,800 shares; 2025Q3: 7,003 shares; 2025Q4: 26,456 shares; 2026Q1: 26,456 shares; 2026Q2: 38,170 shares 38,170 $2.37M 0.03% +11,714 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 618 shares; 2025Q4: 2,078 shares; 2026Q1: 2,078 shares; 2026Q2: 4,525 shares 4,525 $2.36M 0.03% +2,447 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,185 shares; 2024Q4: 19,046 shares; 2025Q1: not loaded; 2025Q2: 27,297 shares; 2025Q3: 28,771 shares; 2025Q4: 27,735 shares; 2026Q1: 27,735 shares; 2026Q2: 37,118 shares 37,118 $2.35M 0.03% +9,383 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: not reported; 2025Q1: not loaded; 2025Q2: 3,358 shares; 2025Q3: 3,591 shares; 2025Q4: 6,334 shares; 2026Q1: 6,334 shares; 2026Q2: 22,837 shares 22,837 $2.33M 0.03% +16,503 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: 547 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 1,314 shares; 2025Q4: 2,405 shares; 2026Q1: 2,405 shares; 2026Q2: 28,235 shares 28,235 $2.33M 0.03% +25,830 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,040 shares; 2024Q4: 10,095 shares; 2025Q1: not loaded; 2025Q2: 14,778 shares; 2025Q3: 13,157 shares; 2025Q4: 23,434 shares; 2026Q1: 23,434 shares; 2026Q2: 26,901 shares 26,901 $2.33M 0.03% +3,467 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 2,744 shares; 2025Q4: 7,608 shares; 2026Q1: 7,608 shares; 2026Q2: 23,734 shares 23,734 $2.33M 0.03% +16,126 Timeline HELO 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 loaded; 2025Q2: 15,850 shares; 2025Q3: 10,724 shares; 2025Q4: 23,504 shares; 2026Q1: 23,504 shares; 2026Q2: 34,381 shares 34,381 $2.32M 0.03% +10,877 Timeline IXUS 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: 9,218 shares; 2025Q1: not loaded; 2025Q2: 17,901 shares; 2025Q3: 3,122 shares; 2025Q4: 22,001 shares; 2026Q1: 22,001 shares; 2026Q2: 24,339 shares 24,339 $2.32M 0.03% +2,338 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 1,885 shares; 2025Q4: 2,739 shares; 2026Q1: 2,739 shares; 2026Q2: 4,722 shares 4,722 $2.32M 0.03% +1,983 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,009 shares; 2024Q4: 1,617 shares; 2025Q1: not loaded; 2025Q2: 3,253 shares; 2025Q3: 3,068 shares; 2025Q4: 4,978 shares; 2026Q1: 4,978 shares; 2026Q2: 6,247 shares 6,247 $2.32M 0.03% +1,269 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,940 shares; 2025Q1: not loaded; 2025Q2: 7,368 shares; 2025Q3: 6,460 shares; 2025Q4: 9,839 shares; 2026Q1: 9,839 shares; 2026Q2: 23,791 shares 23,791 $2.31M 0.03% +13,952 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,496 shares; 2024Q4: 11,046 shares; 2025Q1: not loaded; 2025Q2: 14,061 shares; 2025Q3: 15,522 shares; 2025Q4: 25,655 shares; 2026Q1: 25,655 shares; 2026Q2: 27,832 shares 27,832 $2.31M 0.03% +2,177 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: 6,615 shares; 2024Q4: 11,382 shares; 2025Q1: not loaded; 2025Q2: 28,804 shares; 2025Q3: 22,915 shares; 2025Q4: 30,615 shares; 2026Q1: 30,615 shares; 2026Q2: 41,409 shares 41,409 $2.3M 0.03% +10,794 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,029 shares; 2024Q4: 127,534 shares; 2025Q1: not loaded; 2025Q2: 143,115 shares; 2025Q3: 96,940 shares; 2025Q4: 115,743 shares; 2026Q1: 115,743 shares; 2026Q2: 218,262 shares 218,262 $2.29M 0.03% +102,519 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,281 shares; 2024Q4: 15,191 shares; 2025Q1: not loaded; 2025Q2: 18,382 shares; 2025Q3: 17,454 shares; 2025Q4: 19,718 shares; 2026Q1: 19,718 shares; 2026Q2: 21,375 shares 21,375 $2.29M 0.03% +1,657 Timeline SPAB 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 loaded; 2025Q2: 20,795 shares; 2025Q3: 13,452 shares; 2025Q4: 40,149 shares; 2026Q1: 40,149 shares; 2026Q2: 89,394 shares 89,394 $2.28M 0.03% +49,245 Timeline TFI 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: 22,049 shares; 2024Q4: 20,176 shares; 2025Q1: not loaded; 2025Q2: 41,183 shares; 2025Q3: 43,898 shares; 2025Q4: 45,392 shares; 2026Q1: 45,392 shares; 2026Q2: 49,686 shares 49,686 $2.28M 0.03% +4,294 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,870 shares; 2025Q1: not loaded; 2025Q2: 5,985 shares; 2025Q3: 6,431 shares; 2025Q4: 6,815 shares; 2026Q1: 6,815 shares; 2026Q2: 9,260 shares 9,260 $2.27M 0.03% +2,445 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,163 shares; 2024Q4: 30,717 shares; 2025Q1: not loaded; 2025Q2: 35,227 shares; 2025Q3: 118,344 shares; 2025Q4: 37,107 shares; 2026Q1: 37,107 shares; 2026Q2: 46,733 shares 46,733 $2.27M 0.03% +9,626 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: 2,153 shares; 2025Q1: not loaded; 2025Q2: 6,017 shares; 2025Q3: 4,589 shares; 2025Q4: 8,782 shares; 2026Q1: 8,782 shares; 2026Q2: 9,520 shares 9,520 $2.26M 0.03% +738 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,451 shares; 2026Q1: 13,451 shares; 2026Q2: 42,497 shares 42,497 $2.26M 0.03% +29,046 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,269 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,970 shares; 2026Q1: 33,970 shares; 2026Q2: 49,316 shares 49,316 $2.25M 0.03% +15,346 Timeline