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: 116,354 shares; 2024Q4: 137,091 shares; 2025Q1: 71,229 shares; 2025Q2: 453,041 shares; 2025Q3: 597,446 shares; 2025Q4: 618,962 shares; 2026Q1: 635,087 shares; 2026Q2: 674,013 shares 674,013 $41.4M 11.22% +38,926 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: 338,926 shares; 2024Q4: 350,881 shares; 2025Q1: 71,561 shares; 2025Q2: 78,468 shares; 2025Q3: 101,271 shares; 2025Q4: 599,350 shares; 2026Q1: 648,321 shares; 2026Q2: 696,738 shares 696,738 $35.1M 9.51% +48,417 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: 218,043 shares; 2024Q4: 225,709 shares; 2025Q1: 229,611 shares; 2025Q2: 150,461 shares; 2025Q3: 149,172 shares; 2025Q4: 149,982 shares; 2026Q1: 149,294 shares; 2026Q2: 146,535 shares 146,535 $31.2M 8.44% -2,759 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: 334,362 shares; 2024Q4: 337,299 shares; 2025Q1: 329,486 shares; 2025Q2: 326,972 shares; 2025Q3: 320,804 shares; 2025Q4: 320,790 shares; 2026Q1: 320,506 shares; 2026Q2: 350,771 shares 350,771 $30.8M 8.35% +30,265 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: 322,286 shares; 2024Q4: 329,558 shares; 2025Q1: 353,323 shares; 2025Q2: 360,928 shares; 2025Q3: 381,955 shares; 2025Q4: 383,536 shares; 2026Q1: 415,019 shares; 2026Q2: 456,134 shares 456,134 $27.7M 7.51% +41,115 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,091 shares; 2025Q4: 16,040 shares; 2026Q1: 372,395 shares; 2026Q2: 194,962 shares 194,962 $19.6M 5.32% -177,433 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: 218,147 shares; 2024Q4: 191,357 shares; 2025Q1: 195,803 shares; 2025Q2: 194,616 shares; 2025Q3: 193,364 shares; 2025Q4: 196,636 shares; 2026Q1: 197,331 shares; 2026Q2: 197,413 shares 197,413 $19M 5.16% +82 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: 36,554 shares; 2024Q4: 53,468 shares; 2025Q1: 38,187 shares; 2025Q2: 40,928 shares; 2025Q3: 46,920 shares; 2025Q4: 46,495 shares; 2026Q1: 55,747 shares; 2026Q2: 135,000 shares 135,000 $16.1M 4.35% +79,253 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: 154,795 shares; 2024Q4: 155,314 shares; 2025Q1: 164,286 shares; 2025Q2: 165,893 shares; 2025Q3: 183,470 shares; 2025Q4: 377,695 shares; 2026Q1: 369,793 shares; 2026Q2: 331,564 shares 331,564 $15M 4.07% -38,229 Timeline SPMO 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 reported; 2025Q2: not reported; 2025Q3: 31,069 shares; 2025Q4: 31,323 shares; 2026Q1: not reported; 2026Q2: 82,862 shares 82,862 $13.4M 3.63% new 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: 20,131 shares; 2024Q4: 19,791 shares; 2025Q1: 20,358 shares; 2025Q2: 18,958 shares; 2025Q3: 18,958 shares; 2025Q4: 37,844 shares; 2026Q1: 25,343 shares; 2026Q2: 227,164 shares 227,164 $12.1M 3.27% +201,821 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,637 shares; 2025Q4: 29,159 shares; 2026Q1: 70,754 shares; 2026Q2: 71,148 shares 71,148 $6.52M 1.77% +394 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: 17,994 shares; 2024Q4: 17,804 shares; 2025Q1: 17,518 shares; 2025Q2: 21,129 shares; 2025Q3: 21,343 shares; 2025Q4: 22,060 shares; 2026Q1: 21,015 shares; 2026Q2: 20,990 shares 20,990 $6.07M 1.65% -25 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: 12,199 shares; 2024Q4: 12,172 shares; 2025Q1: 8,761 shares; 2025Q2: 8,743 shares; 2025Q3: 8,725 shares; 2025Q4: 8,719 shares; 2026Q1: 7,931 shares; 2026Q2: 7,630 shares 7,630 $5.71M 1.55% -301 Timeline LDUR 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 reported; 2025Q2: not reported; 2025Q3: 13,647 shares; 2025Q4: 16,860 shares; 2026Q1: 49,576 shares; 2026Q2: 50,339 shares 50,339 $4.81M 1.3% +763 Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 102,112 shares; 2025Q4: 130,578 shares; 2026Q1: 92,800 shares; 2026Q2: 68,685 shares 68,685 $4.77M 1.29% -24,115 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,550 shares; 2024Q4: not reported; 2025Q1: 146,815 shares; 2025Q2: 312,395 shares; 2025Q3: 308,736 shares; 2025Q4: 57,007 shares; 2026Q1: 53,459 shares; 2026Q2: 51,015 shares 51,015 $4.47M 1.21% -2,444 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: 24,544 shares; 2024Q4: 23,300 shares; 2025Q1: 29,953 shares; 2025Q2: 33,245 shares; 2025Q3: 43,077 shares; 2025Q4: 42,571 shares; 2026Q1: 56,580 shares; 2026Q2: 72,714 shares 72,714 $4.19M 1.14% +16,134 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,084 shares; 2024Q4: 41,501 shares; 2025Q1: 33,979 shares; 2025Q2: 63,077 shares; 2025Q3: 207,662 shares; 2025Q4: 205,062 shares; 2026Q1: 61,659 shares; 2026Q2: 56,564 shares 56,564 $4.19M 1.14% -5,095 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: 9,837 shares; 2024Q4: 16,422 shares; 2025Q1: 26,359 shares; 2025Q2: 25,142 shares; 2025Q3: 21,109 shares; 2025Q4: 21,183 shares; 2026Q1: 41,068 shares; 2026Q2: 41,507 shares 41,507 $3.83M 1.04% +439 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 reported; 2025Q2: not reported; 2025Q3: 80,490 shares; 2025Q4: 95,152 shares; 2026Q1: 120,551 shares; 2026Q2: 120,718 shares 120,718 $3.2M 0.87% +167 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: 23,384 shares; 2024Q4: 29,808 shares; 2025Q1: 39,030 shares; 2025Q2: 39,618 shares; 2025Q3: 31,780 shares; 2025Q4: 31,849 shares; 2026Q1: 45,090 shares; 2026Q2: 58,143 shares 58,143 $3.01M 0.82% +13,053 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: 31,527 shares; 2025Q2: 253,334 shares; 2025Q3: 66,568 shares; 2025Q4: 65,337 shares; 2026Q1: 41,853 shares; 2026Q2: 40,462 shares 40,462 $2.92M 0.79% -1,391 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,421 shares; 2024Q4: 1,412 shares; 2025Q1: 1,425 shares; 2025Q2: 1,425 shares; 2025Q3: 1,425 shares; 2025Q4: 2,015 shares; 2026Q1: 4,500 shares; 2026Q2: 4,501 shares 4,501 $2.85M 0.77% +1 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,621 shares; 2024Q4: 25,567 shares; 2025Q1: 25,578 shares; 2025Q2: 25,592 shares; 2025Q3: 25,044 shares; 2025Q4: 25,057 shares; 2026Q1: 24,966 shares; 2026Q2: 23,953 shares 23,953 $2.64M 0.71% -1,013 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: 7,155 shares; 2024Q4: 7,077 shares; 2025Q1: 7,077 shares; 2025Q2: 7,329 shares; 2025Q3: 7,740 shares; 2025Q4: 7,373 shares; 2026Q1: 7,417 shares; 2026Q2: 7,325 shares 7,325 $2.59M 0.7% -92 Timeline MINT 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,595 shares; 2026Q2: 25,312 shares 25,312 $2.55M 0.69% -13,283 Timeline BRK-A 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $2.25M 0.61% 0 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: 7,901 shares; 2024Q4: 7,944 shares; 2025Q1: 8,204 shares; 2025Q2: 8,990 shares; 2025Q3: 9,383 shares; 2025Q4: 8,885 shares; 2026Q1: 8,599 shares; 2026Q2: 8,539 shares 8,539 $2.04M 0.55% -60 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,036 shares; 2024Q4: 1,998 shares; 2025Q1: 2,147 shares; 2025Q2: 2,202 shares; 2025Q3: 2,202 shares; 2025Q4: 2,243 shares; 2026Q1: 2,524 shares; 2026Q2: 2,525 shares 2,525 $2.01M 0.54% +1 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: 4,832 shares; 2024Q4: 4,779 shares; 2025Q1: 4,729 shares; 2025Q2: 4,711 shares; 2025Q3: 4,930 shares; 2025Q4: 5,602 shares; 2026Q1: 5,083 shares; 2026Q2: 5,360 shares 5,360 $2M 0.54% +277 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: 8,098 shares; 2024Q4: 8,869 shares; 2025Q1: 9,182 shares; 2025Q2: 11,023 shares; 2025Q3: 11,145 shares; 2025Q4: 10,584 shares; 2026Q1: 10,393 shares; 2026Q2: 9,934 shares 9,934 $1.99M 0.54% -459 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: 2,043 shares; 2024Q4: 2,072 shares; 2025Q1: 2,067 shares; 2025Q2: 2,031 shares; 2025Q3: 1,881 shares; 2025Q4: 1,881 shares; 2026Q1: 1,920 shares; 2026Q2: 1,915 shares 1,915 $1.79M 0.49% -5 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: 3,650 shares; 2024Q4: 3,739 shares; 2025Q1: 3,649 shares; 2025Q2: 3,609 shares; 2025Q3: 3,795 shares; 2025Q4: 3,670 shares; 2026Q1: 3,604 shares; 2026Q2: 3,564 shares 3,564 $1.78M 0.48% -40 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: 1,030 shares; 2024Q4: 1,070 shares; 2025Q1: 1,145 shares; 2025Q2: 2,504 shares; 2025Q3: 2,504 shares; 2025Q4: 3,128 shares; 2026Q1: 3,896 shares; 2026Q2: 3,873 shares 3,873 $1.43M 0.39% -23 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,373 shares; 2026Q2: 13,554 shares 13,554 $1.33M 0.36% +9,181 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: 840 shares; 2025Q3: 840 shares; 2025Q4: 1,362 shares; 2026Q1: 1,562 shares; 2026Q2: 1,759 shares 1,759 $1.3M 0.35% +197 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: 1,012 shares; 2024Q4: 899 shares; 2025Q1: 1,038 shares; 2025Q2: 1,038 shares; 2025Q3: 1,024 shares; 2025Q4: 1,024 shares; 2026Q1: 1,034 shares; 2026Q2: 1,004 shares 1,004 $1.2M 0.33% -30 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: 2,419 shares; 2024Q4: 2,419 shares; 2025Q1: 2,419 shares; 2025Q2: 2,419 shares; 2025Q3: 2,315 shares; 2025Q4: 2,370 shares; 2026Q1: 2,370 shares; 2026Q2: 13,521 shares 13,521 $1.16M 0.32% +11,151 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,868 shares; 2024Q4: 3,099 shares; 2025Q1: 3,099 shares; 2025Q2: 3,200 shares; 2025Q3: 3,176 shares; 2025Q4: 3,499 shares; 2026Q1: 3,549 shares; 2026Q2: 3,550 shares 3,550 $1.16M 0.31% +1 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 468 shares; 2025Q4: 1,053 shares; 2026Q1: 1,054 shares; 2026Q2: 1,054 shares 1,054 $1.12M 0.3% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,122 shares; 2024Q4: 3,339 shares; 2025Q1: 3,246 shares; 2025Q2: 3,246 shares; 2025Q3: 3,554 shares; 2025Q4: 3,126 shares; 2026Q1: 3,172 shares; 2026Q2: 3,127 shares 3,127 $1.12M 0.3% -45 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: 1,578 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,578 shares; 2025Q3: 1,578 shares; 2025Q4: 1,578 shares; 2026Q1: 1,678 shares; 2026Q2: 1,628 shares 1,628 $946K 0.26% -50 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: 2,594 shares; 2024Q4: 2,620 shares; 2025Q1: 2,690 shares; 2025Q2: 2,566 shares; 2025Q3: 2,627 shares; 2025Q4: 2,533 shares; 2026Q1: 2,710 shares; 2026Q2: 2,741 shares 2,741 $940K 0.25% +31 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: 1,245 shares; 2024Q4: 1,245 shares; 2025Q1: not reported; 2025Q2: 1,245 shares; 2025Q3: 1,245 shares; 2025Q4: 1,245 shares; 2026Q1: 1,245 shares; 2026Q2: 1,245 shares 1,245 $900K 0.24% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,042 shares; 2024Q4: 5,349 shares; 2025Q1: 9,486 shares; 2025Q2: 8,793 shares; 2025Q3: 8,296 shares; 2025Q4: 8,306 shares; 2026Q1: 8,312 shares; 2026Q2: 8,319 shares 8,319 $895K 0.24% +7 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: 890 shares; 2024Q4: 942 shares; 2025Q1: 1,027 shares; 2025Q2: 1,361 shares; 2025Q3: 1,368 shares; 2025Q4: 1,361 shares; 2026Q1: 1,549 shares; 2026Q2: 1,524 shares 1,524 $859K 0.23% -25 Timeline PMBS 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,833 shares; 2026Q2: 16,500 shares 16,500 $815K 0.22% -333 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,526 shares; 2024Q4: 10,534 shares; 2025Q1: 9,651 shares; 2025Q2: 9,652 shares; 2025Q3: 9,653 shares; 2025Q4: 9,654 shares; 2026Q1: 9,654 shares; 2026Q2: 9,655 shares 9,655 $737K 0.2% +1 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: 1,569 shares; 2024Q4: 1,569 shares; 2025Q1: 1,569 shares; 2025Q2: 1,619 shares; 2025Q3: 1,629 shares; 2025Q4: 1,690 shares; 2026Q1: 1,690 shares; 2026Q2: 1,690 shares 1,690 $626K 0.17% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,769 shares; 2025Q2: 1,773 shares; 2025Q3: 1,776 shares; 2025Q4: 1,779 shares; 2026Q1: 1,783 shares; 2026Q2: 1,787 shares 1,787 $563K 0.15% +4 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: 1,160 shares; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 1,891 shares; 2025Q4: 1,354 shares; 2026Q1: 1,401 shares; 2026Q2: 1,401 shares 1,401 $529K 0.14% 0 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,318 shares; 2026Q2: 12,805 shares 12,805 $514K 0.14% -23,513 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,349 shares; 2026Q1: 7,438 shares; 2026Q2: 7,126 shares 7,126 $508K 0.14% -312 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 727 shares; 2026Q2: 727 shares 727 $500K 0.14% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,972 shares; 2024Q4: 6,882 shares; 2025Q1: 6,882 shares; 2025Q2: 6,882 shares; 2025Q3: 7,020 shares; 2025Q4: 6,882 shares; 2026Q1: 6,912 shares; 2026Q2: 6,912 shares 6,912 $488K 0.13% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,145 shares; 2024Q4: 1,436 shares; 2025Q1: 1,216 shares; 2025Q2: not reported; 2025Q3: 1,216 shares; 2025Q4: 1,637 shares; 2026Q1: 1,762 shares; 2026Q2: 1,762 shares 1,762 $447K 0.12% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,625 shares; 2025Q2: 1,626 shares; 2025Q3: 1,792 shares; 2025Q4: 2,223 shares; 2026Q1: 2,233 shares; 2026Q2: 2,225 shares 2,225 $422K 0.11% -8 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: 3,028 shares; 2024Q4: 3,052 shares; 2025Q1: 3,040 shares; 2025Q2: 3,040 shares; 2025Q3: 2,927 shares; 2025Q4: 2,920 shares; 2026Q1: 2,888 shares; 2026Q2: 2,692 shares 2,692 $422K 0.11% -196 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: 1,475 shares; 2024Q4: 1,383 shares; 2025Q1: 1,392 shares; 2025Q2: 1,401 shares; 2025Q3: 1,410 shares; 2025Q4: 1,417 shares; 2026Q1: 1,447 shares; 2026Q2: 1,456 shares 1,456 $409K 0.11% +9 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,822 shares; 2025Q3: 6,822 shares; 2025Q4: 6,822 shares; 2026Q1: 7,405 shares; 2026Q2: 7,375 shares 7,375 $394K 0.11% -30 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,286 shares; 2024Q4: 10,290 shares; 2025Q1: 10,293 shares; 2025Q2: 10,297 shares; 2025Q3: 10,301 shares; 2025Q4: 10,304 shares; 2026Q1: 10,178 shares; 2026Q2: 10,198 shares 10,198 $375K 0.1% +20 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: not reported; 2024Q4: 1,587 shares; 2025Q1: 1,590 shares; 2025Q2: 1,590 shares; 2025Q3: 1,590 shares; 2025Q4: 1,590 shares; 2026Q1: 1,590 shares; 2026Q2: 1,590 shares 1,590 $347K 0.09% 0 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: 855 shares; 2024Q4: 832 shares; 2025Q1: 832 shares; 2025Q2: 832 shares; 2025Q3: 832 shares; 2025Q4: 832 shares; 2026Q1: 832 shares; 2026Q2: 832 shares 832 $341K 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: 2,383 shares; 2024Q4: 2,397 shares; 2025Q1: 2,413 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,385 shares; 2026Q1: 2,426 shares; 2026Q2: 2,592 shares 2,592 $333K 0.09% +166 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: not reported; 2024Q4: 852 shares; 2025Q1: 817 shares; 2025Q2: 841 shares; 2025Q3: 1,015 shares; 2025Q4: 861 shares; 2026Q1: 880 shares; 2026Q2: 758 shares 758 $319K 0.09% -122 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: 2,702 shares; 2024Q4: 3,663 shares; 2025Q1: 2,789 shares; 2025Q2: 2,771 shares; 2025Q3: 2,776 shares; 2025Q4: 2,776 shares; 2026Q1: 2,826 shares; 2026Q2: 2,810 shares 2,810 $318K 0.09% -16 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: 2,173 shares; 2024Q4: 2,184 shares; 2025Q1: 2,191 shares; 2025Q2: 1,989 shares; 2025Q3: 2,275 shares; 2025Q4: 2,001 shares; 2026Q1: 2,237 shares; 2026Q2: 2,317 shares 2,317 $317K 0.09% +80 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,940 shares; 2025Q4: 14,540 shares; 2026Q1: 14,690 shares; 2026Q2: 14,975 shares 14,975 $305K 0.08% +285 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,138 shares; 2024Q4: 2,138 shares; 2025Q1: 2,058 shares; 2025Q2: 1,998 shares; 2025Q3: 2,111 shares; 2025Q4: 2,198 shares; 2026Q1: 2,200 shares; 2026Q2: 2,076 shares 2,076 $304K 0.08% -124 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: 1,226 shares; 2026Q2: 1,226 shares 1,226 $290K 0.08% 0 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: 3,673 shares; 2024Q4: 3,573 shares; 2025Q1: 3,573 shares; 2025Q2: 4,988 shares; 2025Q3: 4,987 shares; 2025Q4: 2,772 shares; 2026Q1: 2,764 shares; 2026Q2: 2,764 shares 2,764 $282K 0.08% 0 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,763 shares; 2025Q2: 135,207 shares; 2025Q3: 140,706 shares; 2025Q4: 137,853 shares; 2026Q1: 3,179 shares; 2026Q2: 2,373 shares 2,373 $280K 0.08% -806 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: 5,986 shares; 2024Q4: 5,986 shares; 2025Q1: 4,986 shares; 2025Q2: 4,986 shares; 2025Q3: 4,986 shares; 2025Q4: 4,986 shares; 2026Q1: 4,986 shares; 2026Q2: 4,986 shares 4,986 $274K 0.07% 0 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,811 shares; 2025Q3: 2,496 shares; 2025Q4: 5,067 shares; 2026Q1: 2,778 shares; 2026Q2: 2,756 shares 2,756 $274K 0.07% -22 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: 1,760 shares; 2024Q4: 1,751 shares; 2025Q1: 1,785 shares; 2025Q2: 1,778 shares; 2025Q3: 1,845 shares; 2025Q4: 1,928 shares; 2026Q1: 1,934 shares; 2026Q2: 2,012 shares 2,012 $273K 0.07% +78 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,817 shares; 2025Q2: 14,629 shares; 2025Q3: 14,186 shares; 2025Q4: 13,888 shares; 2026Q1: 13,735 shares; 2026Q2: 13,745 shares 13,745 $270K 0.07% +10 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,524 shares; 2025Q1: 18,309 shares; 2025Q2: 18,600 shares; 2025Q3: 18,102 shares; 2025Q4: 18,513 shares; 2026Q1: 14,008 shares; 2026Q2: 13,715 shares 13,715 $268K 0.07% -293 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: 3,068 shares; 2024Q4: not reported; 2025Q1: 3,097 shares; 2025Q2: 3,089 shares; 2025Q3: 3,091 shares; 2025Q4: 3,096 shares; 2026Q1: 3,224 shares; 2026Q2: 3,169 shares 3,169 $258K 0.07% -55 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: 1,459 shares; 2024Q4: 1,500 shares; 2025Q1: 1,547 shares; 2025Q2: not reported; 2025Q3: 1,386 shares; 2025Q4: 1,386 shares; 2026Q1: 1,408 shares; 2026Q2: 1,444 shares 1,444 $239K 0.06% +36 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 928 shares; 2026Q2: 928 shares 928 $225K 0.06% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 882 shares 882 $222K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,635 shares; 2025Q2: 1,638 shares; 2025Q3: 1,716 shares; 2025Q4: 1,645 shares; 2026Q1: 1,941 shares; 2026Q2: 1,213 shares 1,213 $219K 0.06% -728 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 800 shares 800 $218K 0.06% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,549 shares; 2026Q2: 2,551 shares 2,551 $211K 0.06% +2 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: 5,143 shares; 2024Q4: not reported; 2025Q1: 3,547 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,607 shares; 2026Q2: 3,640 shares 3,640 $210K 0.06% +33 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: 1,090 shares; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 1,212 shares; 2025Q4: 1,140 shares; 2026Q1: 1,140 shares; 2026Q2: 990 shares 990 $203K 0.05% -150 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: 823 shares; 2024Q4: 811 shares; 2025Q1: 816 shares; 2025Q2: 816 shares; 2025Q3: 850 shares; 2025Q4: 817 shares; 2026Q1: 819 shares; 2026Q2: 748 shares 748 $202K 0.05% -71 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,322 shares 6,322 $200K 0.05% new 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 383 shares 383 $200K 0.05% new Timeline