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: 139,377 shares; 2024Q4: 139,371 shares; 2025Q1: 145,610 shares; 2025Q2: 156,068 shares; 2025Q3: 94,235 shares; 2025Q4: 91,374 shares; 2026Q1: 89,882 shares; 2026Q2: 91,112 shares 91,112 $62.6M 14.13% +1,230 Timeline WSGE 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,310,383 shares; 2026Q1: 2,076,785 shares; 2026Q2: 2,121,729 shares 2,121,729 $59.6M 13.47% +44,944 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 reported; 2025Q2: not reported; 2025Q3: 640,580 shares; 2025Q4: 653,798 shares; 2026Q1: 679,158 shares; 2026Q2: 695,856 shares 695,856 $50.3M 11.36% +16,698 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 498,466 shares; 2024Q4: 511,740 shares; 2025Q1: 544,307 shares; 2025Q2: 582,183 shares; 2025Q3: 579,265 shares; 2025Q4: 564,622 shares; 2026Q1: 542,958 shares; 2026Q2: 537,433 shares 537,433 $26.4M 5.97% -5,525 Timeline GCC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 538,902 shares; 2024Q4: 557,326 shares; 2025Q1: 591,957 shares; 2025Q2: 636,417 shares; 2025Q3: 618,316 shares; 2025Q4: 633,999 shares; 2026Q1: 560,456 shares; 2026Q2: 579,283 shares 579,283 $13.1M 2.96% +18,827 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230,311 shares; 2024Q4: 233,960 shares; 2025Q1: 238,301 shares; 2025Q2: 243,192 shares; 2025Q3: 198,129 shares; 2025Q4: 192,990 shares; 2026Q1: 156,173 shares; 2026Q2: 162,858 shares 162,858 $12.9M 2.92% +6,685 Timeline GII 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: 149,976 shares; 2024Q4: 153,666 shares; 2025Q1: 162,347 shares; 2025Q2: 170,913 shares; 2025Q3: 161,355 shares; 2025Q4: 163,337 shares; 2026Q1: 151,298 shares; 2026Q2: 155,331 shares 155,331 $11.8M 2.66% +4,033 Timeline SPMD 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: 122,728 shares; 2024Q4: 126,442 shares; 2025Q1: 132,732 shares; 2025Q2: 145,668 shares; 2025Q3: 169,940 shares; 2025Q4: 172,139 shares; 2026Q1: 168,642 shares; 2026Q2: 172,640 shares 172,640 $11.7M 2.63% +3,998 Timeline GNR 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: 140,762 shares; 2024Q4: 143,903 shares; 2025Q1: 157,625 shares; 2025Q2: 172,627 shares; 2025Q3: 177,619 shares; 2025Q4: 179,649 shares; 2026Q1: 150,046 shares; 2026Q2: 154,548 shares 154,548 $10.4M 2.35% +4,502 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,150 shares; 2024Q4: 117,482 shares; 2025Q1: 125,428 shares; 2025Q2: 137,651 shares; 2025Q3: 152,965 shares; 2025Q4: 151,388 shares; 2026Q1: 148,342 shares; 2026Q2: 151,036 shares 151,036 $8.71M 1.97% +2,694 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,396 shares; 2024Q4: 150,048 shares; 2025Q1: 162,556 shares; 2025Q2: 175,771 shares; 2025Q3: 189,231 shares; 2025Q4: 189,035 shares; 2026Q1: 178,367 shares; 2026Q2: 181,142 shares 181,142 $8.23M 1.86% +2,775 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: 36,476 shares; 2024Q4: 35,955 shares; 2025Q1: 38,601 shares; 2025Q2: 39,972 shares; 2025Q3: 46,108 shares; 2025Q4: 42,378 shares; 2026Q1: 40,671 shares; 2026Q2: 40,179 shares 40,179 $8.04M 1.82% -492 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,556 shares; 2026Q2: 10,559 shares 10,559 $7.78M 1.76% +3 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: 1,336 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,335 shares; 2025Q4: 1,299 shares; 2026Q1: 29,548 shares; 2026Q2: 29,570 shares 29,570 $7.51M 1.7% +22 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 767 shares; 2024Q4: not reported; 2025Q1: 922 shares; 2025Q2: 5,594 shares; 2025Q3: 5,678 shares; 2025Q4: 4,227 shares; 2026Q1: 20,715 shares; 2026Q2: 20,698 shares 20,698 $7.5M 1.69% -17 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: 51,753 shares; 2024Q4: 54,151 shares; 2025Q1: 77,642 shares; 2025Q2: 70,323 shares; 2025Q3: 78,532 shares; 2025Q4: 78,501 shares; 2026Q1: 79,897 shares; 2026Q2: 73,658 shares 73,658 $7.42M 1.67% -6,239 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,604 shares; 2024Q4: 83,972 shares; 2025Q1: 92,922 shares; 2025Q2: 104,827 shares; 2025Q3: 115,402 shares; 2025Q4: 128,392 shares; 2026Q1: 125,329 shares; 2026Q2: 136,934 shares 136,934 $6.89M 1.56% +11,605 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,663 shares; 2026Q2: 35,517 shares 35,517 $6.77M 1.53% -146 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,168 shares; 2026Q2: 41,050 shares 41,050 $6.51M 1.47% -118 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: 44,444 shares; 2024Q4: 41,913 shares; 2025Q1: 38,008 shares; 2025Q2: 38,491 shares; 2025Q3: 37,127 shares; 2025Q4: 37,890 shares; 2026Q1: 38,091 shares; 2026Q2: 39,038 shares 39,038 $6.47M 1.46% +947 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,898 shares; 2024Q4: 70,866 shares; 2025Q1: 79,849 shares; 2025Q2: 94,945 shares; 2025Q3: 106,200 shares; 2025Q4: 119,388 shares; 2026Q1: 116,816 shares; 2026Q2: 127,733 shares 127,733 $6.43M 1.45% +10,917 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,347 shares; 2024Q4: 71,570 shares; 2025Q1: 80,979 shares; 2025Q2: 93,431 shares; 2025Q3: 105,448 shares; 2025Q4: 117,905 shares; 2026Q1: 114,873 shares; 2026Q2: 125,987 shares 125,987 $6.22M 1.4% +11,114 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,867 shares; 2024Q4: 88,889 shares; 2025Q1: 98,343 shares; 2025Q2: 106,531 shares; 2025Q3: 106,584 shares; 2025Q4: 108,932 shares; 2026Q1: 115,371 shares; 2026Q2: 120,572 shares 120,572 $5.41M 1.22% +5,201 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,403 shares; 2024Q4: 19,376 shares; 2025Q1: 20,889 shares; 2025Q2: 20,175 shares; 2025Q3: 21,607 shares; 2025Q4: 17,817 shares; 2026Q1: 18,602 shares; 2026Q2: 17,615 shares 17,615 $5.1M 1.15% -987 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: 16,286 shares; 2024Q4: 16,425 shares; 2025Q1: 15,923 shares; 2025Q2: 15,141 shares; 2025Q3: 15,584 shares; 2025Q4: 13,684 shares; 2026Q1: 13,471 shares; 2026Q2: 13,401 shares 13,401 $4.73M 1.07% -70 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: 54,019 shares; 2024Q4: 57,284 shares; 2025Q1: 56,138 shares; 2025Q2: 56,593 shares; 2025Q3: 57,204 shares; 2025Q4: 54,431 shares; 2026Q1: 54,859 shares; 2026Q2: 56,679 shares 56,679 $3.27M 0.74% +1,820 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: 9,345 shares; 2024Q4: 9,757 shares; 2025Q1: 9,825 shares; 2025Q2: 10,534 shares; 2025Q3: 10,452 shares; 2025Q4: 8,505 shares; 2026Q1: 8,651 shares; 2026Q2: 8,882 shares 8,882 $3.17M 0.72% +231 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,525 shares; 2024Q4: 11,471 shares; 2025Q1: 12,412 shares; 2025Q2: 13,124 shares; 2025Q3: 13,016 shares; 2025Q4: 11,257 shares; 2026Q1: 12,099 shares; 2026Q2: 12,346 shares 12,346 $2.94M 0.66% +247 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: 6,479 shares; 2024Q4: 6,961 shares; 2025Q1: 8,012 shares; 2025Q2: 8,194 shares; 2025Q3: 8,285 shares; 2025Q4: 7,181 shares; 2026Q1: 7,125 shares; 2026Q2: 7,328 shares 7,328 $2.77M 0.63% +203 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: 8,687 shares; 2024Q4: 8,925 shares; 2025Q1: 9,159 shares; 2025Q2: 9,901 shares; 2025Q3: 10,243 shares; 2025Q4: 8,475 shares; 2026Q1: 8,453 shares; 2026Q2: 6,969 shares 6,969 $2.6M 0.59% -1,484 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: 1,852 shares; 2024Q4: 1,833 shares; 2025Q1: 1,946 shares; 2025Q2: 4,275 shares; 2025Q3: 4,280 shares; 2025Q4: 3,199 shares; 2026Q1: 3,199 shares; 2026Q2: 3,198 shares 3,198 $2.39M 0.54% -1 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: 5,497 shares; 2024Q4: 7,787 shares; 2025Q1: 7,907 shares; 2025Q2: 7,488 shares; 2025Q3: 5,960 shares; 2025Q4: 6,694 shares; 2026Q1: 5,570 shares; 2026Q2: 5,501 shares 5,501 $2.31M 0.52% -69 Timeline QEFA 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: 31,895 shares; 2024Q4: 30,491 shares; 2025Q1: 31,438 shares; 2025Q2: 31,599 shares; 2025Q3: 34,374 shares; 2025Q4: 20,914 shares; 2026Q1: 21,700 shares; 2026Q2: 22,153 shares 22,153 $2.13M 0.48% +453 Timeline IVAL 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: 44,522 shares; 2024Q4: 39,550 shares; 2025Q1: 43,466 shares; 2025Q2: 46,023 shares; 2025Q3: 55,292 shares; 2025Q4: 43,499 shares; 2026Q1: 45,510 shares; 2026Q2: 47,237 shares 47,237 $1.61M 0.36% +1,727 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: 1,105 shares; 2024Q4: 1,166 shares; 2025Q1: 1,426 shares; 2025Q2: 1,785 shares; 2025Q3: 1,455 shares; 2025Q4: 1,151 shares; 2026Q1: 1,080 shares; 2026Q2: 1,197 shares 1,197 $1.44M 0.32% +117 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,836 shares; 2024Q4: 2,915 shares; 2025Q1: 3,004 shares; 2025Q2: 3,159 shares; 2025Q3: 3,221 shares; 2025Q4: 2,611 shares; 2026Q1: 2,648 shares; 2026Q2: 2,498 shares 2,498 $1.41M 0.32% -150 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,578 shares; 2024Q4: 2,459 shares; 2025Q1: 2,596 shares; 2025Q2: 2,597 shares; 2025Q3: 2,732 shares; 2025Q4: 1,813 shares; 2026Q1: 1,928 shares; 2026Q2: 1,947 shares 1,947 $1.13M 0.26% +19 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: 12,756 shares; 2024Q4: 12,755 shares; 2025Q1: 12,727 shares; 2025Q2: 12,664 shares; 2025Q3: 13,213 shares; 2025Q4: 7,150 shares; 2026Q1: 7,118 shares; 2026Q2: 7,118 shares 7,118 $1.12M 0.25% 0 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: 18,251 shares; 2024Q4: 18,553 shares; 2025Q1: 20,571 shares; 2025Q2: 21,701 shares; 2025Q3: 25,624 shares; 2025Q4: 18,300 shares; 2026Q1: 19,026 shares; 2026Q2: 19,545 shares 19,545 $1.08M 0.24% +519 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: 3,421 shares; 2024Q4: 3,350 shares; 2025Q1: 3,314 shares; 2025Q2: 3,313 shares; 2025Q3: 3,215 shares; 2025Q4: 2,642 shares; 2026Q1: 2,599 shares; 2026Q2: 2,599 shares 2,599 $1.06M 0.24% 0 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: 4,078 shares; 2024Q4: 3,857 shares; 2025Q1: 3,941 shares; 2025Q2: 3,917 shares; 2025Q3: 3,912 shares; 2025Q4: 3,037 shares; 2026Q1: 3,060 shares; 2026Q2: 3,114 shares 3,114 $1.02M 0.23% +54 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: 998 shares; 2024Q4: 831 shares; 2025Q1: 602 shares; 2025Q2: not reported; 2025Q3: 2,502 shares; 2025Q4: 2,443 shares; 2026Q1: 2,267 shares; 2026Q2: 2,398 shares 2,398 $997K 0.23% +131 Timeline FCAL 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: 9,274 shares; 2024Q4: 9,303 shares; 2025Q1: 9,305 shares; 2025Q2: 9,069 shares; 2025Q3: 9,067 shares; 2025Q4: 11,604 shares; 2026Q1: 13,481 shares; 2026Q2: 19,170 shares 19,170 $952K 0.21% +5,689 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,163 shares; 2025Q3: 2,268 shares; 2025Q4: 1,964 shares; 2026Q1: 2,117 shares; 2026Q2: 2,186 shares 2,186 $947K 0.21% +69 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,198 shares; 2024Q4: 2,398 shares; 2025Q1: 2,520 shares; 2025Q2: 2,771 shares; 2025Q3: 2,828 shares; 2025Q4: 2,532 shares; 2026Q1: 2,401 shares; 2026Q2: 2,652 shares 2,652 $910K 0.21% +251 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: 17,103 shares; 2024Q4: 23,608 shares; 2025Q1: 23,453 shares; 2025Q2: 19,096 shares; 2025Q3: 19,596 shares; 2025Q4: 12,809 shares; 2026Q1: 12,709 shares; 2026Q2: 12,661 shares 12,661 $902K 0.2% -48 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: 2,038 shares; 2024Q4: 3,044 shares; 2025Q1: 3,513 shares; 2025Q2: 3,460 shares; 2025Q3: 3,634 shares; 2025Q4: 3,383 shares; 2026Q1: 3,464 shares; 2026Q2: 3,541 shares 3,541 $891K 0.2% +77 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: 3,587 shares; 2024Q4: 3,572 shares; 2025Q1: 3,571 shares; 2025Q2: 4,080 shares; 2025Q3: 4,169 shares; 2025Q4: 1,046 shares; 2026Q1: 1,046 shares; 2026Q2: 1,046 shares 1,046 $783K 0.18% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,095 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,083 shares; 2025Q4: 986 shares; 2026Q1: 1,027 shares; 2026Q2: 1,079 shares 1,079 $780K 0.18% +52 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: 13,404 shares; 2024Q4: 16,414 shares; 2025Q1: 16,112 shares; 2025Q2: 15,483 shares; 2025Q3: 15,332 shares; 2025Q4: 15,332 shares; 2026Q1: 15,185 shares; 2026Q2: 14,892 shares 14,892 $765K 0.17% -293 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: 5,332 shares; 2024Q4: 5,215 shares; 2025Q1: 5,721 shares; 2025Q2: 5,662 shares; 2025Q3: 5,700 shares; 2025Q4: 4,683 shares; 2026Q1: 5,121 shares; 2026Q2: 5,130 shares 5,130 $752K 0.17% +9 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: 5,237 shares; 2024Q4: 5,408 shares; 2025Q1: 5,688 shares; 2025Q2: 6,283 shares; 2025Q3: 6,869 shares; 2025Q4: 6,067 shares; 2026Q1: 6,209 shares; 2026Q2: 6,588 shares 6,588 $746K 0.17% +379 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,726 shares; 2024Q4: 1,707 shares; 2025Q1: 1,750 shares; 2025Q2: 1,739 shares; 2025Q3: 1,617 shares; 2025Q4: 1,400 shares; 2026Q1: 1,491 shares; 2026Q2: 1,423 shares 1,423 $712K 0.16% -68 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: 10,126 shares; 2024Q4: 14,407 shares; 2025Q1: 16,450 shares; 2025Q2: 14,857 shares; 2025Q3: 13,591 shares; 2025Q4: 12,296 shares; 2026Q1: 12,190 shares; 2026Q2: 11,840 shares 11,840 $707K 0.16% -350 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 264 shares; 2025Q3: 274 shares; 2025Q4: 198 shares; 2026Q1: 229 shares; 2026Q2: 2,301 shares 2,301 $694K 0.16% +2,072 Timeline EFIV 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: 11,434 shares; 2024Q4: 11,559 shares; 2025Q1: 11,559 shares; 2025Q2: 11,714 shares; 2025Q3: 9,052 shares; 2025Q4: 9,052 shares; 2026Q1: 9,490 shares; 2026Q2: 9,224 shares 9,224 $673K 0.15% -266 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 576 shares 576 $665K 0.15% new 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: 484 shares; 2024Q4: 544 shares; 2025Q1: 603 shares; 2025Q2: 673 shares; 2025Q3: 686 shares; 2025Q4: 531 shares; 2026Q1: 672 shares; 2026Q2: 675 shares 675 $631K 0.14% +3 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: 1,047 shares; 2024Q4: 1,111 shares; 2025Q1: 1,185 shares; 2025Q2: 1,232 shares; 2025Q3: 1,279 shares; 2025Q4: 1,100 shares; 2026Q1: 1,153 shares; 2026Q2: 1,205 shares 1,205 $619K 0.14% +52 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: not reported; 2024Q4: not reported; 2025Q1: 691 shares; 2025Q2: 1,433 shares; 2025Q3: 1,433 shares; 2025Q4: 1,202 shares; 2026Q1: 1,202 shares; 2026Q2: 4,808 shares 4,808 $597K 0.13% +3,606 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: 588 shares; 2024Q4: 594 shares; 2025Q1: not reported; 2025Q2: 579 shares; 2025Q3: 637 shares; 2025Q4: 503 shares; 2026Q1: 521 shares; 2026Q2: 553 shares 553 $589K 0.13% +32 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,264 shares; 2026Q2: 11,264 shares 11,264 $575K 0.13% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,569 shares; 2025Q2: 3,993 shares; 2025Q3: 4,126 shares; 2025Q4: 3,781 shares; 2026Q1: 4,641 shares; 2026Q2: 4,738 shares 4,738 $557K 0.13% +97 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,794 shares; 2024Q4: 4,844 shares; 2025Q1: 5,518 shares; 2025Q2: 6,684 shares; 2025Q3: 5,355 shares; 2025Q4: 6,326 shares; 2026Q1: 6,644 shares; 2026Q2: 6,811 shares 6,811 $554K 0.13% +167 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: 1,222 shares; 2025Q1: 1,418 shares; 2025Q2: 1,061 shares; 2025Q3: 1,649 shares; 2025Q4: 1,584 shares; 2026Q1: 1,644 shares; 2026Q2: 1,467 shares 1,467 $543K 0.12% -177 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,217 shares; 2025Q3: 22,963 shares; 2025Q4: not reported; 2026Q1: 41,590 shares; 2026Q2: 49,630 shares 49,630 $541K 0.12% +8,040 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,872 shares; 2025Q1: 11,877 shares; 2025Q2: 11,592 shares; 2025Q3: 11,457 shares; 2025Q4: 11,457 shares; 2026Q1: 10,917 shares; 2026Q2: 10,855 shares 10,855 $535K 0.12% -62 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: 15,491 shares; 2024Q4: 21,246 shares; 2025Q1: 21,246 shares; 2025Q2: 21,174 shares; 2025Q3: 21,055 shares; 2025Q4: 13,169 shares; 2026Q1: 12,765 shares; 2026Q2: 12,742 shares 12,742 $533K 0.12% -23 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 reported; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 859 shares; 2026Q2: 813 shares 813 $521K 0.12% -46 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: not reported; 2024Q4: not reported; 2025Q1: 1,222 shares; 2025Q2: 2,174 shares; 2025Q3: 2,174 shares; 2025Q4: 2,174 shares; 2026Q1: 2,088 shares; 2026Q2: 2,088 shares 2,088 $506K 0.11% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,876 shares; 2024Q4: 2,876 shares; 2025Q1: 3,384 shares; 2025Q2: 3,384 shares; 2025Q3: 3,916 shares; 2025Q4: 3,043 shares; 2026Q1: 3,043 shares; 2026Q2: 3,043 shares 3,043 $500K 0.11% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 384 shares; 2025Q3: 416 shares; 2025Q4: 351 shares; 2026Q1: 415 shares; 2026Q2: 423 shares 423 $497K 0.11% +8 Timeline PWZ 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: 21,609 shares; 2024Q4: 21,135 shares; 2025Q1: 20,572 shares; 2025Q2: 19,907 shares; 2025Q3: 19,789 shares; 2025Q4: 19,789 shares; 2026Q1: 19,551 shares; 2026Q2: 19,369 shares 19,369 $475K 0.11% -182 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,615 shares; 2024Q4: 8,560 shares; 2025Q1: 8,560 shares; 2025Q2: 8,577 shares; 2025Q3: 7,881 shares; 2025Q4: 4,383 shares; 2026Q1: 4,556 shares; 2026Q2: 4,542 shares 4,542 $467K 0.11% -14 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: 3,659 shares; 2024Q4: 3,146 shares; 2025Q1: 3,715 shares; 2025Q2: 3,457 shares; 2025Q3: 3,610 shares; 2025Q4: 3,056 shares; 2026Q1: 3,265 shares; 2026Q2: 3,397 shares 3,397 $464K 0.1% +132 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: not reported; 2024Q4: 4,832 shares; 2025Q1: 3,851 shares; 2025Q2: 4,174 shares; 2025Q3: 4,416 shares; 2025Q4: 3,706 shares; 2026Q1: 4,106 shares; 2026Q2: 3,954 shares 3,954 $461K 0.1% -152 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: 4,415 shares; 2024Q4: 4,075 shares; 2025Q1: 4,087 shares; 2025Q2: 2,246 shares; 2025Q3: 1,733 shares; 2025Q4: 1,015 shares; 2026Q1: 1,302 shares; 2026Q2: 1,237 shares 1,237 $451K 0.1% -65 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,521 shares; 2025Q4: 2,324 shares; 2026Q1: 2,339 shares; 2026Q2: 2,360 shares 2,360 $448K 0.1% +21 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,871 shares; 2024Q4: 4,028 shares; 2025Q1: 4,028 shares; 2025Q2: 4,071 shares; 2025Q3: 4,693 shares; 2025Q4: 4,693 shares; 2026Q1: 4,992 shares; 2026Q2: 4,990 shares 4,990 $446K 0.1% -2 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,235 shares 5,235 $423K 0.1% new 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: 1,180 shares; 2024Q4: 1,144 shares; 2025Q1: not reported; 2025Q2: 1,317 shares; 2025Q3: 1,293 shares; 2025Q4: 917 shares; 2026Q1: 955 shares; 2026Q2: 886 shares 886 $423K 0.1% -69 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: 12,724 shares; 2024Q4: 12,196 shares; 2025Q1: 12,100 shares; 2025Q2: 12,309 shares; 2025Q3: 12,629 shares; 2025Q4: 6,882 shares; 2026Q1: 7,185 shares; 2026Q2: 6,901 shares 6,901 $420K 0.09% -284 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,407 shares; 2025Q3: 4,463 shares; 2025Q4: 4,079 shares; 2026Q1: 5,036 shares; 2026Q2: 5,036 shares 5,036 $417K 0.09% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,784 shares; 2024Q4: 2,231 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,731 shares; 2025Q4: 2,819 shares; 2026Q1: 3,089 shares; 2026Q2: 3,201 shares 3,201 $411K 0.09% +112 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: 790 shares; 2024Q4: 776 shares; 2025Q1: 827 shares; 2025Q2: 855 shares; 2025Q3: 851 shares; 2025Q4: 5,859 shares; 2026Q1: 5,663 shares; 2026Q2: 5,688 shares 5,688 $406K 0.09% +25 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: 4,860 shares; 2024Q4: 4,781 shares; 2025Q1: 5,056 shares; 2025Q2: 5,070 shares; 2025Q3: 5,167 shares; 2025Q4: 4,531 shares; 2026Q1: 4,593 shares; 2026Q2: 4,561 shares 4,561 $400K 0.09% -32 Timeline SPYG 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: 6,596 shares; 2024Q4: 6,470 shares; 2025Q1: 6,464 shares; 2025Q2: 6,659 shares; 2025Q3: 6,746 shares; 2025Q4: 3,224 shares; 2026Q1: 3,765 shares; 2026Q2: 3,245 shares 3,245 $386K 0.09% -520 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,030 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 799 shares 799 $386K 0.09% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,496 shares; 2024Q4: 13,469 shares; 2025Q1: 13,455 shares; 2025Q2: 12,270 shares; 2025Q3: 11,367 shares; 2025Q4: 7,340 shares; 2026Q1: 7,468 shares; 2026Q2: 6,717 shares 6,717 $367K 0.08% -751 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,225 shares; 2025Q2: 1,278 shares; 2025Q3: 1,396 shares; 2025Q4: 893 shares; 2026Q1: 912 shares; 2026Q2: 980 shares 980 $366K 0.08% +68 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: 3,718 shares; 2024Q4: 3,604 shares; 2025Q1: 3,565 shares; 2025Q2: 3,565 shares; 2025Q3: 3,625 shares; 2025Q4: 1,721 shares; 2026Q1: 1,666 shares; 2026Q2: 1,666 shares 1,666 $366K 0.08% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,943 shares; 2024Q4: 4,818 shares; 2025Q1: 4,823 shares; 2025Q2: 4,813 shares; 2025Q3: 4,727 shares; 2025Q4: 4,727 shares; 2026Q1: 4,695 shares; 2026Q2: 4,695 shares 4,695 $355K 0.08% 0 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: 11,149 shares; 2024Q4: 11,283 shares; 2025Q1: 11,461 shares; 2025Q2: 11,623 shares; 2025Q3: 12,040 shares; 2025Q4: 6,904 shares; 2026Q1: 6,923 shares; 2026Q2: 6,943 shares 6,943 $350K 0.08% +20 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,706 shares; 2025Q2: 4,406 shares; 2025Q3: 3,919 shares; 2025Q4: 2,694 shares; 2026Q1: 3,444 shares; 2026Q2: 3,444 shares 3,444 $333K 0.08% 0 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: 3,267 shares; 2024Q4: 3,700 shares; 2025Q1: 3,343 shares; 2025Q2: 3,418 shares; 2025Q3: 2,718 shares; 2025Q4: 1,529 shares; 2026Q1: 1,691 shares; 2026Q2: 2,140 shares 2,140 $314K 0.07% +449 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 394 shares; 2025Q3: 441 shares; 2025Q4: 461 shares; 2026Q1: not reported; 2026Q2: 405 shares 405 $309K 0.07% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,348 shares; 2025Q1: 2,806 shares; 2025Q2: 2,281 shares; 2025Q3: 2,024 shares; 2025Q4: 2,112 shares; 2026Q1: 2,460 shares; 2026Q2: 2,860 shares 2,860 $308K 0.07% +400 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,717 shares 1,717 $303K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: 509 shares; 2025Q2: 609 shares; 2025Q3: 559 shares; 2025Q4: 503 shares; 2026Q1: 555 shares; 2026Q2: 606 shares 606 $301K 0.07% +51 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,107 shares; 2024Q4: 1,165 shares; 2025Q1: 1,206 shares; 2025Q2: 1,183 shares; 2025Q3: 1,529 shares; 2025Q4: 1,240 shares; 2026Q1: 1,153 shares; 2026Q2: 846 shares 846 $298K 0.07% -307 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,356 shares; 2026Q1: 8,356 shares; 2026Q2: 8,356 shares 8,356 $290K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 963 shares 963 $287K 0.06% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 891 shares; 2025Q2: 938 shares; 2025Q3: 966 shares; 2025Q4: not reported; 2026Q1: 846 shares; 2026Q2: 864 shares 864 $285K 0.06% +18 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,720 shares; 2024Q4: 21,060 shares; 2025Q1: 20,967 shares; 2025Q2: 20,325 shares; 2025Q3: 18,986 shares; 2025Q4: 18,858 shares; 2026Q1: 17,896 shares; 2026Q2: 17,829 shares 17,829 $283K 0.06% -67 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $281K 0.06% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 901 shares; 2025Q2: 1,737 shares; 2025Q3: 1,783 shares; 2025Q4: 1,048 shares; 2026Q1: 1,107 shares; 2026Q2: 999 shares 999 $281K 0.06% -108 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 293 shares; 2025Q3: 293 shares; 2025Q4: 258 shares; 2026Q1: 259 shares; 2026Q2: 269 shares 269 $272K 0.06% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,831 shares; 2025Q3: 1,921 shares; 2025Q4: 1,871 shares; 2026Q1: 1,927 shares; 2026Q2: 2,119 shares 2,119 $268K 0.06% +192 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: 974 shares; 2024Q4: 1,128 shares; 2025Q1: 1,219 shares; 2025Q2: 1,356 shares; 2025Q3: 1,325 shares; 2025Q4: 903 shares; 2026Q1: not reported; 2026Q2: 1,210 shares 1,210 $264K 0.06% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 115 shares 115 $261K 0.06% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 130 shares 130 $259K 0.06% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 647 shares 647 $257K 0.06% new 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: 15,531 shares; 2024Q4: 15,490 shares; 2025Q1: 15,490 shares; 2025Q2: 18,608 shares; 2025Q3: 15,219 shares; 2025Q4: 3,290 shares; 2026Q1: 3,290 shares; 2026Q2: 3,310 shares 3,310 $255K 0.06% +20 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 536 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 599 shares 599 $255K 0.06% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 997 shares; 2025Q4: 1,006 shares; 2026Q1: 1,010 shares; 2026Q2: 1,035 shares 1,035 $255K 0.06% +25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,600 shares; 2026Q2: 2,645 shares 2,645 $252K 0.06% +45 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,206 shares 1,206 $243K 0.05% new 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: 15,318 shares; 2024Q4: 14,265 shares; 2025Q1: 14,815 shares; 2025Q2: 14,583 shares; 2025Q3: 13,390 shares; 2025Q4: 9,284 shares; 2026Q1: 9,716 shares; 2026Q2: 9,670 shares 9,670 $242K 0.05% -46 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 304 shares; 2025Q3: 319 shares; 2025Q4: 302 shares; 2026Q1: 335 shares; 2026Q2: 317 shares 317 $240K 0.05% -18 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,406 shares 1,406 $239K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: 960 shares; 2025Q2: 1,045 shares; 2025Q3: 1,063 shares; 2025Q4: 1,011 shares; 2026Q1: 1,058 shares; 2026Q2: 1,023 shares 1,023 $228K 0.05% -35 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: 1,347 shares; 2024Q4: 1,356 shares; 2025Q1: 1,451 shares; 2025Q2: 1,349 shares; 2025Q3: 1,428 shares; 2025Q4: 1,399 shares; 2026Q1: not reported; 2026Q2: 1,233 shares 1,233 $228K 0.05% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 634 shares; 2026Q2: 668 shares 668 $228K 0.05% +34 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,471 shares 2,471 $227K 0.05% new 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: 68 shares; 2024Q4: 69 shares; 2025Q1: 68 shares; 2025Q2: 75 shares; 2025Q3: 76 shares; 2025Q4: 43 shares; 2026Q1: not reported; 2026Q2: 1,267 shares 1,267 $226K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,138 shares; 2025Q4: 2,400 shares; 2026Q1: 2,302 shares; 2026Q2: 2,358 shares 2,358 $226K 0.05% +56 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,798 shares; 2025Q3: 2,968 shares; 2025Q4: 2,404 shares; 2026Q1: not reported; 2026Q2: 2,695 shares 2,695 $223K 0.05% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,365 shares; 2025Q4: 3,842 shares; 2026Q1: not reported; 2026Q2: 3,877 shares 3,877 $221K 0.05% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,440 shares 4,440 $220K 0.05% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,465 shares; 2024Q4: 15,808 shares; 2025Q1: 16,076 shares; 2025Q2: 16,464 shares; 2025Q3: 15,994 shares; 2025Q4: 16,089 shares; 2026Q1: 19,177 shares; 2026Q2: 37,283 shares 37,283 $217K 0.05% +18,106 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 782 shares 782 $216K 0.05% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,696 shares; 2025Q4: 1,729 shares; 2026Q1: 1,698 shares; 2026Q2: 1,692 shares 1,692 $214K 0.05% -6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,212 shares 5,212 $211K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: 860 shares; 2025Q2: 909 shares; 2025Q3: 988 shares; 2025Q4: 917 shares; 2026Q1: 973 shares; 2026Q2: 780 shares 780 $211K 0.05% -193 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,369 shares 1,369 $210K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 888 shares 888 $210K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,333 shares; 2026Q2: 1,340 shares 1,340 $210K 0.05% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 669 shares; 2025Q3: 692 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 558 shares 558 $209K 0.05% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 480 shares 480 $207K 0.05% new Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,749 shares; 2026Q1: 6,775 shares; 2026Q2: 6,865 shares 6,865 $206K 0.05% +90 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,995 shares 1,995 $204K 0.05% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 724 shares; 2025Q1: not reported; 2025Q2: 779 shares; 2025Q3: 816 shares; 2025Q4: 557 shares; 2026Q1: not reported; 2026Q2: 602 shares 602 $204K 0.05% new Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,857 shares 1,857 $202K 0.05% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,572 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,327 shares 1,327 $201K 0.05% new 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: 15,981 shares; 2024Q4: 15,731 shares; 2025Q1: 16,265 shares; 2025Q2: 17,381 shares; 2025Q3: 15,996 shares; 2025Q4: 16,820 shares; 2026Q1: 17,392 shares; 2026Q2: 18,085 shares 18,085 $106K 0.02% +693 Timeline HAFN HAFNIA LTD More: the full row for HAFNIA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,733 shares; 2025Q3: 13,698 shares; 2025Q4: 14,442 shares; 2026Q1: 14,844 shares; 2026Q2: 14,337 shares 14,337 $95.2K 0.02% -507 Timeline INTR INTER & CO INC More: the full row for INTER & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,845 shares 10,845 $58.9K 0.01% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,620 shares; 2026Q2: 142 shares 142 $43K 0.01% -4,478 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,085 shares; 2026Q2: 129 shares 129 $12.9K <0.01% -3,956 Timeline