ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 784,194 shares; 2024Q4: 815,056 shares; 2025Q1: 815,720 shares; 2025Q2: 864,811 shares; 2025Q3: 900,447 shares; 2025Q4: 918,312 shares; 2026Q1: 968,315 shares; 2026Q2: 1,025,806 shares 1,025,806 $169M 11.35% +57,491 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: 210,621 shares; 2024Q4: 165,969 shares; 2025Q1: 163,813 shares; 2025Q2: 176,589 shares; 2025Q3: 180,084 shares; 2025Q4: 181,625 shares; 2026Q1: 188,068 shares; 2026Q2: 197,805 shares 197,805 $148M 9.98% +9,737 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 348,785 shares; 2024Q4: 757,613 shares; 2025Q1: 920,403 shares; 2025Q2: 968,519 shares; 2025Q3: 1,047,501 shares; 2025Q4: 1,125,212 shares; 2026Q1: 1,270,962 shares; 2026Q2: 1,382,668 shares 1,382,668 $105M 7.09% +111,706 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: 251,728 shares; 2024Q4: 250,392 shares; 2025Q1: 230,155 shares; 2025Q2: 257,112 shares; 2025Q3: 253,891 shares; 2025Q4: 247,833 shares; 2026Q1: 249,440 shares; 2026Q2: 247,599 shares 247,599 $101M 6.83% -1,841 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: 118,841 shares; 2024Q4: 122,779 shares; 2025Q1: 126,712 shares; 2025Q2: 133,500 shares; 2025Q3: 136,190 shares; 2025Q4: 129,636 shares; 2026Q1: 129,357 shares; 2026Q2: 127,279 shares 127,279 $93.6M 6.31% -2,078 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: 399,034 shares; 2024Q4: 1,476,379 shares; 2025Q1: 1,432,582 shares; 2025Q2: 2,285,320 shares; 2025Q3: 2,308,553 shares; 2025Q4: 2,294,238 shares; 2026Q1: 2,395,034 shares; 2026Q2: 2,487,708 shares 2,487,708 $72M 4.85% +92,674 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: 172,109 shares; 2024Q4: 171,741 shares; 2025Q1: 168,524 shares; 2025Q2: 192,218 shares; 2025Q3: 191,449 shares; 2025Q4: 187,759 shares; 2026Q1: 190,049 shares; 2026Q2: 194,227 shares 194,227 $71.9M 4.84% +4,178 Timeline ICSH 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: 1,134,105 shares; 2025Q2: 1,198,040 shares; 2025Q3: 1,216,639 shares; 2025Q4: 1,177,437 shares; 2026Q1: 1,224,629 shares; 2026Q2: 1,360,435 shares 1,360,435 $68.8M 4.63% +135,806 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: 157,689 shares; 2024Q4: 154,588 shares; 2025Q1: 150,623 shares; 2025Q2: 155,787 shares; 2025Q3: 157,018 shares; 2025Q4: 156,657 shares; 2026Q1: 154,214 shares; 2026Q2: 153,589 shares 153,589 $44.4M 2.99% -625 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: 234,319 shares; 2024Q4: 236,707 shares; 2025Q1: 226,381 shares; 2025Q2: 222,819 shares; 2025Q3: 195,520 shares; 2025Q4: 228,413 shares; 2026Q1: 537,011 shares; 2026Q2: 545,312 shares 545,312 $42M 2.83% +8,301 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: 458,038 shares; 2024Q4: 455,452 shares; 2025Q1: 424,904 shares; 2025Q2: 480,143 shares; 2025Q3: 472,826 shares; 2025Q4: 455,439 shares; 2026Q1: 464,256 shares; 2026Q2: 462,176 shares 462,176 $42M 2.83% -2,080 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: 137,110 shares; 2025Q1: 186,558 shares; 2025Q2: 192,923 shares; 2025Q3: 213,994 shares; 2025Q4: 255,277 shares; 2026Q1: 294,509 shares; 2026Q2: 356,925 shares 356,925 $34.1M 2.3% +62,416 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: 67,557 shares; 2024Q4: 70,878 shares; 2025Q1: 68,148 shares; 2025Q2: 74,094 shares; 2025Q3: 85,406 shares; 2025Q4: 90,608 shares; 2026Q1: 98,456 shares; 2026Q2: 105,228 shares 105,228 $25.9M 1.75% +6,772 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: 50,165 shares; 2024Q4: 50,123 shares; 2025Q1: 41,986 shares; 2025Q2: 48,256 shares; 2025Q3: 48,211 shares; 2025Q4: 47,966 shares; 2026Q1: 47,695 shares; 2026Q2: 189,751 shares 189,751 $23.6M 1.59% +142,056 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 558,670 shares; 2026Q2: 545,342 shares 545,342 $22.3M 1.5% -13,328 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: 31,812 shares; 2024Q4: 31,886 shares; 2025Q1: 26,834 shares; 2025Q2: 29,654 shares; 2025Q3: 29,433 shares; 2025Q4: 28,550 shares; 2026Q1: 29,052 shares; 2026Q2: 29,388 shares 29,388 $22M 1.48% +336 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: 5,212 shares; 2025Q1: 8,571 shares; 2025Q2: 21,327 shares; 2025Q3: 30,480 shares; 2025Q4: 36,241 shares; 2026Q1: 49,317 shares; 2026Q2: 69,033 shares 69,033 $20.9M 1.41% +19,716 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: 29,696 shares; 2024Q4: 36,827 shares; 2025Q1: 31,388 shares; 2025Q2: 38,385 shares; 2025Q3: 38,399 shares; 2025Q4: 39,675 shares; 2026Q1: 40,837 shares; 2026Q2: 42,521 shares 42,521 $15.9M 1.07% +1,684 Timeline VONG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,700 shares; 2025Q4: 61,791 shares; 2026Q1: 84,858 shares; 2026Q2: 109,467 shares 109,467 $14M 0.94% +24,609 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: 340,058 shares; 2024Q4: 337,692 shares; 2025Q1: 330,150 shares; 2025Q2: 331,926 shares; 2025Q3: 329,852 shares; 2025Q4: 322,510 shares; 2026Q1: 321,678 shares; 2026Q2: 315,175 shares 315,175 $14M 0.94% -6,503 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: 53,037 shares; 2024Q4: 61,422 shares; 2025Q1: 61,297 shares; 2025Q2: 78,507 shares; 2025Q3: 126,163 shares; 2025Q4: 136,840 shares; 2026Q1: 149,752 shares; 2026Q2: 158,270 shares 158,270 $13.1M 0.88% +8,518 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,566 shares; 2025Q1: 11,475 shares; 2025Q2: 110,905 shares; 2025Q3: 117,676 shares; 2025Q4: 120,395 shares; 2026Q1: 132,935 shares; 2026Q2: 140,134 shares 140,134 $12M 0.81% +7,199 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: 38,451 shares; 2024Q4: 449,830 shares; 2025Q1: 37,966 shares; 2025Q2: 46,359 shares; 2025Q3: 47,959 shares; 2025Q4: 47,597 shares; 2026Q1: 47,506 shares; 2026Q2: 49,480 shares 49,480 $11.8M 0.79% +1,974 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: 125,166 shares; 2024Q4: 371,601 shares; 2025Q1: 360,170 shares; 2025Q2: 362,617 shares; 2025Q3: 361,149 shares; 2025Q4: 380,637 shares; 2026Q1: 374,280 shares; 2026Q2: 366,832 shares 366,832 $11.6M 0.78% -7,448 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: 2,658 shares; 2024Q4: 2,850 shares; 2025Q1: 2,858 shares; 2025Q2: 19,474 shares; 2025Q3: 19,830 shares; 2025Q4: 17,329 shares; 2026Q1: 22,086 shares; 2026Q2: 132,088 shares 132,088 $11.4M 0.77% +110,002 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: 162,726 shares; 2024Q4: 19,978 shares; 2025Q1: 183,194 shares; 2025Q2: 205,578 shares; 2025Q3: 210,026 shares; 2025Q4: 194,004 shares; 2026Q1: 204,654 shares; 2026Q2: 203,184 shares 203,184 $10.3M 0.69% -1,470 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: 73,033 shares; 2024Q4: 97,490 shares; 2025Q1: 88,422 shares; 2025Q2: 126,700 shares; 2025Q3: 139,517 shares; 2025Q4: 151,545 shares; 2026Q1: 124,192 shares; 2026Q2: 197,378 shares 197,378 $9.98M 0.67% +73,186 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: 19,617 shares; 2024Q4: 20,485 shares; 2025Q1: 18,388 shares; 2025Q2: 22,263 shares; 2025Q3: 22,100 shares; 2025Q4: 22,921 shares; 2026Q1: 22,956 shares; 2026Q2: 25,191 shares 25,191 $9M 0.61% +2,235 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: not reported; 2025Q1: not reported; 2025Q2: 31,736 shares; 2025Q3: 33,994 shares; 2025Q4: 35,487 shares; 2026Q1: 41,351 shares; 2026Q2: 93,618 shares 93,618 $8.93M 0.6% +52,267 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: 29,641 shares; 2024Q4: 33,317 shares; 2025Q1: 29,875 shares; 2025Q2: 34,995 shares; 2025Q3: 36,028 shares; 2025Q4: 34,773 shares; 2026Q1: 34,803 shares; 2026Q2: 42,201 shares 42,201 $8.44M 0.57% +7,398 Timeline JTNY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 146,850 shares 146,850 $7.37M 0.5% new 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: 19,310 shares; 2024Q4: 19,420 shares; 2025Q1: 14,887 shares; 2025Q2: 16,859 shares; 2025Q3: 17,129 shares; 2025Q4: 16,525 shares; 2026Q1: 16,822 shares; 2026Q2: 16,711 shares 16,711 $7.13M 0.48% -111 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: 121,355 shares; 2024Q4: 125,482 shares; 2025Q1: 115,907 shares; 2025Q2: 114,188 shares; 2025Q3: 113,242 shares; 2025Q4: 112,212 shares; 2026Q1: 112,430 shares; 2026Q2: 110,790 shares 110,790 $6.61M 0.45% -1,640 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: not reported; 2024Q4: 44,618 shares; 2025Q1: 38,204 shares; 2025Q2: 44,479 shares; 2025Q3: 44,401 shares; 2025Q4: 43,774 shares; 2026Q1: 44,103 shares; 2026Q2: 46,877 shares 46,877 $6.45M 0.43% +2,774 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: 15,744 shares; 2024Q4: 16,380 shares; 2025Q1: 14,568 shares; 2025Q2: 17,375 shares; 2025Q3: 18,025 shares; 2025Q4: 18,660 shares; 2026Q1: 18,349 shares; 2026Q2: 18,015 shares 18,015 $6.37M 0.43% -334 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: 17,135 shares; 2024Q4: 18,259 shares; 2025Q1: 17,598 shares; 2025Q2: 18,507 shares; 2025Q3: 18,934 shares; 2025Q4: 17,250 shares; 2026Q1: 18,489 shares; 2026Q2: 19,412 shares 19,412 $6.35M 0.43% +923 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: 123,836 shares; 2024Q4: 121,367 shares; 2025Q1: 108,355 shares; 2025Q2: 122,587 shares; 2025Q3: 125,283 shares; 2025Q4: 128,509 shares; 2026Q1: 126,987 shares; 2026Q2: 132,762 shares 132,762 $6.07M 0.41% +5,775 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: 8,999 shares; 2024Q4: 8,633 shares; 2025Q1: 8,338 shares; 2025Q2: 25,808 shares; 2025Q3: 26,325 shares; 2025Q4: 27,311 shares; 2026Q1: 28,328 shares; 2026Q2: 27,821 shares 27,821 $6.06M 0.41% -507 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: 14,896 shares; 2024Q4: 17,457 shares; 2025Q1: 17,606 shares; 2025Q2: 18,835 shares; 2025Q3: 21,564 shares; 2025Q4: 22,775 shares; 2026Q1: 24,267 shares; 2026Q2: 24,452 shares 24,452 $5.93M 0.4% +185 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,803 shares; 2024Q4: 20,954 shares; 2025Q1: 20,579 shares; 2025Q2: 20,354 shares; 2025Q3: 20,279 shares; 2025Q4: 19,723 shares; 2026Q1: 19,665 shares; 2026Q2: 19,758 shares 19,758 $5.57M 0.37% +93 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: 17,682 shares; 2024Q4: 20,652 shares; 2025Q1: 17,128 shares; 2025Q2: 23,772 shares; 2025Q3: 23,458 shares; 2025Q4: 23,652 shares; 2026Q1: 22,821 shares; 2026Q2: 21,704 shares 21,704 $5.14M 0.35% -1,117 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: 64,116 shares; 2024Q4: 191,007 shares; 2025Q1: 188,634 shares; 2025Q2: 186,499 shares; 2025Q3: 182,562 shares; 2025Q4: 179,187 shares; 2026Q1: 173,748 shares; 2026Q2: 170,653 shares 170,653 $5.02M 0.34% -3,095 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: 6,947 shares; 2024Q4: 7,100 shares; 2025Q1: 6,349 shares; 2025Q2: 7,489 shares; 2025Q3: 7,794 shares; 2025Q4: 7,876 shares; 2026Q1: 7,851 shares; 2026Q2: 8,087 shares 8,087 $4.56M 0.31% +236 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: 8,923 shares; 2024Q4: 8,763 shares; 2025Q1: 8,808 shares; 2025Q2: 8,746 shares; 2025Q3: 8,906 shares; 2025Q4: 15,968 shares; 2026Q1: 8,780 shares; 2026Q2: 8,914 shares 8,914 $4.46M 0.3% +134 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: 4,462 shares; 2024Q4: 4,817 shares; 2025Q1: 4,251 shares; 2025Q2: 4,856 shares; 2025Q3: 5,981 shares; 2025Q4: 5,414 shares; 2026Q1: 5,754 shares; 2026Q2: 6,451 shares 6,451 $4.43M 0.3% +697 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: 8,434 shares; 2024Q4: 8,196 shares; 2025Q1: 7,839 shares; 2025Q2: 8,348 shares; 2025Q3: 9,534 shares; 2025Q4: 9,748 shares; 2026Q1: 9,790 shares; 2026Q2: 9,778 shares 9,778 $4.11M 0.28% -12 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: 32,096 shares; 2024Q4: 33,959 shares; 2025Q1: 33,370 shares; 2025Q2: 35,081 shares; 2025Q3: 35,068 shares; 2025Q4: 34,846 shares; 2026Q1: 34,685 shares; 2026Q2: 34,289 shares 34,289 $4.08M 0.27% -396 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: 9,147 shares; 2024Q4: 9,710 shares; 2025Q1: 9,015 shares; 2025Q2: 9,915 shares; 2025Q3: 9,917 shares; 2025Q4: 9,934 shares; 2026Q1: 9,856 shares; 2026Q2: 10,289 shares 10,289 $3.53M 0.24% +433 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: 4,707 shares; 2024Q4: 4,711 shares; 2025Q1: 4,711 shares; 2025Q2: 4,571 shares; 2025Q3: 4,486 shares; 2025Q4: 4,463 shares; 2026Q1: 4,457 shares; 2026Q2: 4,590 shares 4,590 $3.24M 0.22% +133 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,047 shares; 2024Q4: 1,046 shares; 2025Q1: 1,026 shares; 2025Q2: 1,034 shares; 2025Q3: 1,035 shares; 2025Q4: 1,126 shares; 2026Q1: 1,033 shares; 2026Q2: 10,642 shares 10,642 $3.21M 0.22% +9,609 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: 4,088 shares; 2024Q4: 6,439 shares; 2025Q1: 6,677 shares; 2025Q2: 6,798 shares; 2025Q3: 6,593 shares; 2025Q4: 6,872 shares; 2026Q1: 6,828 shares; 2026Q2: 8,361 shares 8,361 $3.16M 0.21% +1,533 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: 10,123 shares; 2024Q4: 10,244 shares; 2025Q1: 9,499 shares; 2025Q2: 9,504 shares; 2025Q3: 9,316 shares; 2025Q4: 9,129 shares; 2026Q1: 9,050 shares; 2026Q2: 8,921 shares 8,921 $3.15M 0.21% -129 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 reported; 2025Q2: 40,208 shares; 2025Q3: 40,575 shares; 2025Q4: 41,168 shares; 2026Q1: 41,229 shares; 2026Q2: 41,195 shares 41,195 $3.12M 0.21% -34 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,221 shares; 2024Q4: 9,023 shares; 2025Q1: 9,407 shares; 2025Q2: 9,168 shares; 2025Q3: 9,535 shares; 2025Q4: 10,521 shares; 2026Q1: 10,504 shares; 2026Q2: 10,894 shares 10,894 $2.77M 0.19% +390 Timeline VONV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,759 shares; 2026Q1: 17,069 shares; 2026Q2: 24,465 shares 24,465 $2.6M 0.18% +7,396 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: 24,784 shares; 2024Q4: 24,680 shares; 2025Q1: 24,429 shares; 2025Q2: 22,702 shares; 2025Q3: 22,947 shares; 2025Q4: 23,248 shares; 2026Q1: 23,127 shares; 2026Q2: 22,342 shares 22,342 $2.53M 0.17% -785 Timeline 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: 27,442 shares; 2024Q4: 27,470 shares; 2025Q1: 27,488 shares; 2025Q2: 27,510 shares; 2025Q3: 27,893 shares; 2025Q4: 28,047 shares; 2026Q1: 28,069 shares; 2026Q2: 29,092 shares 29,092 $2.38M 0.16% +1,023 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: 2,019 shares; 2024Q4: 2,013 shares; 2025Q1: 2,015 shares; 2025Q2: 2,045 shares; 2025Q3: 2,048 shares; 2025Q4: 2,078 shares; 2026Q1: 2,076 shares; 2026Q2: 2,189 shares 2,189 $2.33M 0.16% +113 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: 1,638 shares; 2024Q4: 1,673 shares; 2025Q1: 1,685 shares; 2025Q2: 1,706 shares; 2025Q3: 1,730 shares; 2025Q4: 1,745 shares; 2026Q1: 1,734 shares; 2026Q2: 1,928 shares 1,928 $2.31M 0.16% +194 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: 8,710 shares; 2024Q4: 9,223 shares; 2025Q1: 8,677 shares; 2025Q2: 9,400 shares; 2025Q3: 8,985 shares; 2025Q4: 9,279 shares; 2026Q1: 9,325 shares; 2026Q2: 19,269 shares 19,269 $2.26M 0.15% +9,944 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: 3,515 shares; 2024Q4: 3,666 shares; 2025Q1: 3,896 shares; 2025Q2: 13,625 shares; 2025Q3: 16,178 shares; 2025Q4: 22,200 shares; 2026Q1: 24,266 shares; 2026Q2: 22,375 shares 22,375 $2.16M 0.15% -1,891 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,113 shares; 2024Q4: 13,309 shares; 2025Q1: 12,766 shares; 2025Q2: 12,287 shares; 2025Q3: 12,269 shares; 2025Q4: 12,306 shares; 2026Q1: 11,590 shares; 2026Q2: 13,163 shares 13,163 $2.03M 0.14% +1,573 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: 31,252 shares; 2024Q4: 32,864 shares; 2025Q1: 30,307 shares; 2025Q2: 33,130 shares; 2025Q3: 32,365 shares; 2025Q4: 32,435 shares; 2026Q1: 32,104 shares; 2026Q2: 34,063 shares 34,063 $1.94M 0.13% +1,959 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: not reported; 2025Q1: not reported; 2025Q2: 4,823 shares; 2025Q3: 4,828 shares; 2025Q4: 5,572 shares; 2026Q1: 5,462 shares; 2026Q2: 23,812 shares 23,812 $1.92M 0.13% +18,350 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: 1,853 shares; 2024Q4: 2,479 shares; 2025Q1: 2,738 shares; 2025Q2: 2,771 shares; 2025Q3: 2,772 shares; 2025Q4: 2,386 shares; 2026Q1: 2,392 shares; 2026Q2: 2,634 shares 2,634 $1.9M 0.13% +242 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: 2,642 shares; 2024Q4: 3,315 shares; 2025Q1: 2,684 shares; 2025Q2: 3,176 shares; 2025Q3: 3,145 shares; 2025Q4: 5,985 shares; 2026Q1: 6,823 shares; 2026Q2: 9,232 shares 9,232 $1.76M 0.12% +2,409 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: 2,468 shares; 2024Q4: 2,740 shares; 2025Q1: 1,970 shares; 2025Q2: 2,745 shares; 2025Q3: 3,053 shares; 2025Q4: 3,039 shares; 2026Q1: 2,800 shares; 2026Q2: 3,118 shares 3,118 $1.6M 0.11% +318 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: 9,855 shares; 2024Q4: 9,872 shares; 2025Q1: 10,066 shares; 2025Q2: 9,813 shares; 2025Q3: 9,802 shares; 2025Q4: 9,714 shares; 2026Q1: 9,730 shares; 2026Q2: 10,368 shares 10,368 $1.52M 0.1% +638 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,522 shares; 2024Q4: 10,473 shares; 2025Q1: 10,482 shares; 2025Q2: 10,326 shares; 2025Q3: 13,467 shares; 2025Q4: 13,086 shares; 2026Q1: 13,098 shares; 2026Q2: 13,572 shares 13,572 $1.5M 0.1% +474 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,797 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,721 shares; 2026Q2: 3,719 shares 3,719 $1.45M 0.1% -2 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: 612 shares; 2026Q2: 1,202 shares 1,202 $1.39M 0.09% +590 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,779 shares; 2024Q4: 8,891 shares; 2025Q1: 7,790 shares; 2025Q2: 8,852 shares; 2025Q3: 8,781 shares; 2025Q4: 8,794 shares; 2026Q1: 8,750 shares; 2026Q2: 8,758 shares 8,758 $1.37M 0.09% +8 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: 14,165 shares; 2024Q4: 14,418 shares; 2025Q1: 14,283 shares; 2025Q2: 14,261 shares; 2025Q3: 13,809 shares; 2025Q4: 13,759 shares; 2026Q1: 13,538 shares; 2026Q2: 13,894 shares 13,894 $1.35M 0.09% +356 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,586 shares; 2024Q4: 2,586 shares; 2025Q1: 2,216 shares; 2025Q2: 2,218 shares; 2025Q3: 2,228 shares; 2025Q4: 4,468 shares; 2026Q1: 2,717 shares; 2026Q2: 3,571 shares 3,571 $1.32M 0.09% +854 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: 6,153 shares; 2024Q4: 4,613 shares; 2025Q1: 3,740 shares; 2025Q2: 3,726 shares; 2025Q3: 3,973 shares; 2025Q4: 4,140 shares; 2026Q1: 4,141 shares; 2026Q2: 4,626 shares 4,626 $1.3M 0.09% +485 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,366 shares; 2025Q1: 2,402 shares; 2025Q2: 3,003 shares; 2025Q3: 1,872 shares; 2025Q4: 2,093 shares; 2026Q1: 2,024 shares; 2026Q2: 2,204 shares 2,204 $1.28M 0.09% +180 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: 6,903 shares; 2024Q4: 7,776 shares; 2025Q1: 7,101 shares; 2025Q2: 7,110 shares; 2025Q3: 4,659 shares; 2025Q4: 4,674 shares; 2026Q1: 4,695 shares; 2026Q2: 8,095 shares 8,095 $1.28M 0.09% +3,400 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: 909 shares; 2024Q4: 1,128 shares; 2025Q1: 945 shares; 2025Q2: 1,223 shares; 2025Q3: 1,319 shares; 2025Q4: 1,342 shares; 2026Q1: 1,258 shares; 2026Q2: 1,342 shares 1,342 $1.26M 0.08% +84 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: 3,345 shares; 2024Q4: 4,494 shares; 2025Q1: 3,105 shares; 2025Q2: 4,555 shares; 2025Q3: 4,466 shares; 2025Q4: 4,721 shares; 2026Q1: 4,538 shares; 2026Q2: 4,944 shares 4,944 $1.24M 0.08% +406 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,445 shares; 2025Q3: 9,973 shares; 2025Q4: 10,025 shares; 2026Q1: 32,142 shares; 2026Q2: 34,582 shares 34,582 $1.17M 0.08% +2,440 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,669 shares; 2024Q4: 6,653 shares; 2025Q1: 7,448 shares; 2025Q2: 6,869 shares; 2025Q3: 6,925 shares; 2025Q4: 7,155 shares; 2026Q1: 7,244 shares; 2026Q2: 7,254 shares 7,254 $1.14M 0.08% +10 Timeline SMH 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: 1,107 shares; 2024Q4: 1,196 shares; 2025Q1: 1,263 shares; 2025Q2: 1,457 shares; 2025Q3: 1,427 shares; 2025Q4: 1,499 shares; 2026Q1: 1,484 shares; 2026Q2: 1,632 shares 1,632 $1.07M 0.07% +148 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,400 shares 10,400 $1.05M 0.07% new 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: 1,142 shares; 2025Q3: 1,143 shares; 2025Q4: 1,240 shares; 2026Q1: 1,241 shares; 2026Q2: 1,634 shares 1,634 $1.05M 0.07% +393 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,310 shares 12,310 $1.03M 0.07% new 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: 8,410 shares; 2024Q4: 8,932 shares; 2025Q1: 8,299 shares; 2025Q2: 8,752 shares; 2025Q3: 8,525 shares; 2025Q4: 8,477 shares; 2026Q1: 7,451 shares; 2026Q2: 7,931 shares 7,931 $1.03M 0.07% +480 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,106 shares; 2024Q4: 3,116 shares; 2025Q1: 2,806 shares; 2025Q2: 2,975 shares; 2025Q3: 3,035 shares; 2025Q4: 3,999 shares; 2026Q1: 4,203 shares; 2026Q2: 4,675 shares 4,675 $1.01M 0.07% +472 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: 8,896 shares; 2024Q4: 11,159 shares; 2025Q1: 9,109 shares; 2025Q2: 10,224 shares; 2025Q3: 9,768 shares; 2025Q4: 9,761 shares; 2026Q1: 9,801 shares; 2026Q2: 9,825 shares 9,825 $1M 0.07% +24 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: 8,725 shares; 2024Q4: 12,517 shares; 2025Q1: 4,498 shares; 2025Q2: 5,621 shares; 2025Q3: 7,587 shares; 2025Q4: 7,201 shares; 2026Q1: 6,868 shares; 2026Q2: 7,322 shares 7,322 $1M 0.07% +454 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: 2,129 shares; 2024Q4: 2,091 shares; 2025Q1: 2,091 shares; 2025Q2: 2,029 shares; 2025Q3: 1,969 shares; 2025Q4: 2,021 shares; 2026Q1: 1,957 shares; 2026Q2: 1,984 shares 1,984 $974K 0.07% +27 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: 3,402 shares; 2024Q4: 3,501 shares; 2025Q1: 3,303 shares; 2025Q2: 3,368 shares; 2025Q3: 3,379 shares; 2025Q4: 3,414 shares; 2026Q1: 3,413 shares; 2026Q2: 3,510 shares 3,510 $968K 0.07% +97 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: 2,602 shares; 2024Q4: 2,638 shares; 2025Q1: 2,888 shares; 2025Q2: 2,583 shares; 2025Q3: 2,584 shares; 2025Q4: 2,568 shares; 2026Q1: 2,493 shares; 2026Q2: 3,147 shares 3,147 $946K 0.06% +654 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 18,236 shares; 2025Q4: 14,723 shares; 2026Q1: 16,169 shares; 2026Q2: 19,069 shares 19,069 $935K 0.06% +2,900 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: 4,988 shares; 2024Q4: 6,667 shares; 2025Q1: 4,829 shares; 2025Q2: 5,040 shares; 2025Q3: 6,292 shares; 2025Q4: 6,222 shares; 2026Q1: 6,263 shares; 2026Q2: 8,656 shares 8,656 $932K 0.06% +2,393 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,207 shares; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares; 2026Q1: 17,000 shares; 2026Q2: 17,382 shares 17,382 $897K 0.06% +382 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: 5,904 shares; 2024Q4: 5,917 shares; 2025Q1: 6,117 shares; 2025Q2: 6,178 shares; 2025Q3: 6,128 shares; 2025Q4: 6,165 shares; 2026Q1: 6,144 shares; 2026Q2: 6,254 shares 6,254 $847K 0.06% +110 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: 4,307 shares; 2024Q4: 4,722 shares; 2025Q1: 4,576 shares; 2025Q2: 5,133 shares; 2025Q3: 5,324 shares; 2025Q4: 5,089 shares; 2026Q1: 4,770 shares; 2026Q2: 5,008 shares 5,008 $830K 0.06% +238 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: 4,972 shares; 2024Q4: 5,004 shares; 2025Q1: 5,461 shares; 2025Q2: 5,107 shares; 2025Q3: 5,067 shares; 2025Q4: 5,162 shares; 2026Q1: 5,149 shares; 2026Q2: 5,546 shares 5,546 $813K 0.05% +397 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: 4,617 shares; 2024Q4: 4,019 shares; 2025Q1: 4,051 shares; 2025Q2: 3,984 shares; 2025Q3: 3,635 shares; 2025Q4: 3,708 shares; 2026Q1: 3,746 shares; 2026Q2: 4,140 shares 4,140 $785K 0.05% +394 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 830 shares; 2026Q1: 1,096 shares; 2026Q2: 1,593 shares 1,593 $762K 0.05% +497 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: 2,348 shares; 2024Q4: 2,255 shares; 2025Q1: 2,259 shares; 2025Q2: 2,259 shares; 2025Q3: 2,235 shares; 2025Q4: 2,240 shares; 2026Q1: 2,191 shares; 2026Q2: 2,194 shares 2,194 $754K 0.05% +3 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: 3,516 shares; 2024Q4: 3,428 shares; 2025Q1: 3,477 shares; 2025Q2: 3,752 shares; 2025Q3: 4,681 shares; 2025Q4: 4,477 shares; 2026Q1: 4,423 shares; 2026Q2: 5,057 shares 5,057 $750K 0.05% +634 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,074 shares; 2026Q2: 16,354 shares 16,354 $713K 0.05% +7,280 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,550 shares; 2026Q2: 2,000 shares 2,000 $682K 0.05% +450 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: 472 shares; 2025Q3: 433 shares; 2025Q4: 532 shares; 2026Q1: 571 shares; 2026Q2: 579 shares 579 $681K 0.05% +8 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,474 shares; 2024Q4: 1,689 shares; 2025Q1: 1,601 shares; 2025Q2: 1,717 shares; 2025Q3: 1,557 shares; 2025Q4: 1,753 shares; 2026Q1: 1,770 shares; 2026Q2: 1,786 shares 1,786 $667K 0.04% +16 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: 5,011 shares; 2024Q4: 5,628 shares; 2025Q1: 6,774 shares; 2025Q2: 9,000 shares; 2025Q3: 9,004 shares; 2025Q4: 8,013 shares; 2026Q1: 8,104 shares; 2026Q2: 12,079 shares 12,079 $648K 0.04% +3,975 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 327 shares; 2024Q4: 327 shares; 2025Q1: 327 shares; 2025Q2: 327 shares; 2025Q3: 327 shares; 2025Q4: 339 shares; 2026Q1: 327 shares; 2026Q2: 327 shares 327 $639K 0.04% 0 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: 1,270 shares; 2024Q4: 1,301 shares; 2025Q1: 1,186 shares; 2025Q2: 1,545 shares; 2025Q3: 1,453 shares; 2025Q4: 1,322 shares; 2026Q1: 1,489 shares; 2026Q2: 1,507 shares 1,507 $626K 0.04% +18 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: not reported; 2025Q4: not reported; 2026Q1: 11,069 shares; 2026Q2: 23,530 shares 23,530 $624K 0.04% +12,461 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: 5,325 shares; 2024Q4: 5,070 shares; 2025Q1: 5,320 shares; 2025Q2: 5,345 shares; 2025Q3: 5,325 shares; 2025Q4: 5,329 shares; 2026Q1: 5,257 shares; 2026Q2: 5,366 shares 5,366 $613K 0.04% +109 Timeline ITA 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: 1,390 shares; 2025Q3: 1,394 shares; 2025Q4: 1,394 shares; 2026Q1: 1,395 shares; 2026Q2: 2,518 shares 2,518 $610K 0.04% +1,123 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: 2,576 shares; 2024Q4: 2,565 shares; 2025Q1: 2,611 shares; 2025Q2: 2,412 shares; 2025Q3: 2,424 shares; 2025Q4: 2,450 shares; 2026Q1: 2,508 shares; 2026Q2: 2,232 shares 2,232 $603K 0.04% -276 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: 4,309 shares; 2024Q4: 4,221 shares; 2025Q1: 4,283 shares; 2025Q2: 3,750 shares; 2025Q3: 4,407 shares; 2025Q4: 4,491 shares; 2026Q1: 4,329 shares; 2026Q2: 4,208 shares 4,208 $602K 0.04% -121 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 959 shares; 2026Q2: 1,352 shares 1,352 $586K 0.04% +393 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: 1,604 shares; 2024Q4: 1,654 shares; 2025Q1: 1,050 shares; 2025Q2: 1,052 shares; 2025Q3: 1,053 shares; 2025Q4: 1,055 shares; 2026Q1: 1,056 shares; 2026Q2: 2,563 shares 2,563 $582K 0.04% +1,507 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: 414 shares; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 429 shares; 2025Q3: 462 shares; 2025Q4: 489 shares; 2026Q1: 470 shares; 2026Q2: 570 shares 570 $576K 0.04% +100 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,789 shares; 2025Q2: 2,574 shares; 2025Q3: 2,513 shares; 2025Q4: 2,677 shares; 2026Q1: 2,672 shares; 2026Q2: 2,726 shares 2,726 $570K 0.04% +54 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,046 shares 4,046 $565K 0.04% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,928 shares 5,928 $543K 0.04% new 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: 384 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,095 shares; 2025Q3: 2,044 shares; 2025Q4: 1,723 shares; 2026Q1: 1,326 shares; 2026Q2: 1,064 shares 1,064 $542K 0.04% -262 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,455 shares; 2026Q2: 5,706 shares 5,706 $526K 0.04% +1,251 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: 4,757 shares; 2024Q4: 4,584 shares; 2025Q1: 4,554 shares; 2025Q2: 4,660 shares; 2025Q3: 4,663 shares; 2025Q4: 5,433 shares; 2026Q1: 5,394 shares; 2026Q2: 6,409 shares 6,409 $524K 0.04% +1,015 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: 8,724 shares; 2025Q4: 8,492 shares; 2026Q1: 7,792 shares; 2026Q2: 7,212 shares 7,212 $521K 0.04% -580 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,678 shares; 2026Q2: 2,040 shares 2,040 $521K 0.04% +362 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,127 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,128 shares; 2025Q4: 1,065 shares; 2026Q1: 1,066 shares; 2026Q2: 1,975 shares 1,975 $505K 0.03% +909 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: 4,641 shares; 2024Q4: 4,676 shares; 2025Q1: 4,448 shares; 2025Q2: 4,306 shares; 2025Q3: 4,361 shares; 2025Q4: 4,426 shares; 2026Q1: 4,484 shares; 2026Q2: 4,657 shares 4,657 $501K 0.03% +173 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,727 shares; 2024Q4: 2,727 shares; 2025Q1: 2,727 shares; 2025Q2: 2,729 shares; 2025Q3: 2,729 shares; 2025Q4: 2,730 shares; 2026Q1: 2,733 shares; 2026Q2: 2,729 shares 2,729 $500K 0.03% -4 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: 2,425 shares; 2025Q3: 2,428 shares; 2025Q4: 2,577 shares; 2026Q1: 2,545 shares; 2026Q2: 2,826 shares 2,826 $499K 0.03% +281 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: 3,748 shares; 2025Q3: 3,713 shares; 2025Q4: 3,376 shares; 2026Q1: 3,378 shares; 2026Q2: 6,452 shares 6,452 $460K 0.03% +3,074 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: 882 shares; 2024Q4: 882 shares; 2025Q1: 882 shares; 2025Q2: 882 shares; 2025Q3: 882 shares; 2025Q4: 888 shares; 2026Q1: 888 shares; 2026Q2: 877 shares 877 $458K 0.03% -11 Timeline MGK 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 reported; 2025Q2: not reported; 2025Q3: 501 shares; 2025Q4: 502 shares; 2026Q1: not reported; 2026Q2: 5,087 shares 5,087 $447K 0.03% new 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: 3,944 shares; 2024Q4: 3,801 shares; 2025Q1: 3,804 shares; 2025Q2: 3,735 shares; 2025Q3: 3,739 shares; 2025Q4: 3,743 shares; 2026Q1: 3,747 shares; 2026Q2: 3,184 shares 3,184 $446K 0.03% -563 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: 3,366 shares; 2024Q4: not reported; 2025Q1: 3,235 shares; 2025Q2: not reported; 2025Q3: 4,118 shares; 2025Q4: 4,105 shares; 2026Q1: 4,099 shares; 2026Q2: 4,307 shares 4,307 $446K 0.03% +208 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,239 shares 6,239 $424K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 5,959 shares; 2025Q2: 6,953 shares; 2025Q3: 6,992 shares; 2025Q4: 7,045 shares; 2026Q1: 7,071 shares; 2026Q2: 8,071 shares 8,071 $423K 0.03% +1,000 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: 951 shares; 2024Q4: 951 shares; 2025Q1: not reported; 2025Q2: 953 shares; 2025Q3: 1,136 shares; 2025Q4: 998 shares; 2026Q1: 945 shares; 2026Q2: 1,065 shares 1,065 $423K 0.03% +120 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: 9,430 shares; 2024Q4: 9,293 shares; 2025Q1: 5,864 shares; 2025Q2: 6,081 shares; 2025Q3: 5,829 shares; 2025Q4: 9,281 shares; 2026Q1: 7,966 shares; 2026Q2: 4,215 shares 4,215 $417K 0.03% -3,751 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: 237 shares; 2025Q4: 214 shares; 2026Q1: 188 shares; 2026Q2: 210 shares 210 $417K 0.03% +22 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: 577 shares; 2024Q4: 633 shares; 2025Q1: 692 shares; 2025Q2: 614 shares; 2025Q3: 622 shares; 2025Q4: 3,160 shares; 2026Q1: 3,272 shares; 2026Q2: 4,177 shares 4,177 $415K 0.03% +905 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,231 shares 1,231 $412K 0.03% new 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: 625 shares; 2024Q4: 625 shares; 2025Q1: 638 shares; 2025Q2: 562 shares; 2025Q3: 584 shares; 2025Q4: 6,686 shares; 2026Q1: 5,759 shares; 2026Q2: 5,731 shares 5,731 $409K 0.03% -28 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: 461 shares; 2025Q3: 458 shares; 2025Q4: 458 shares; 2026Q1: not reported; 2026Q2: 520 shares 520 $397K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,009 shares; 2025Q4: 1,003 shares; 2026Q1: 1,003 shares; 2026Q2: 1,105 shares 1,105 $392K 0.03% +102 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: 20,518 shares; 2024Q4: 20,539 shares; 2025Q1: 20,464 shares; 2025Q2: 20,385 shares; 2025Q3: 20,262 shares; 2025Q4: 20,410 shares; 2026Q1: 18,891 shares; 2026Q2: 18,530 shares 18,530 $384K 0.03% -361 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: 685 shares; 2024Q4: 839 shares; 2025Q1: 804 shares; 2025Q2: 823 shares; 2025Q3: 825 shares; 2025Q4: 922 shares; 2026Q1: 753 shares; 2026Q2: 1,052 shares 1,052 $381K 0.03% +299 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: not reported; 2025Q1: not reported; 2025Q2: 1,522 shares; 2025Q3: 1,495 shares; 2025Q4: 1,326 shares; 2026Q1: 1,140 shares; 2026Q2: 1,094 shares 1,094 $370K 0.02% -46 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,475 shares; 2025Q3: 1,600 shares; 2025Q4: 1,540 shares; 2026Q1: 1,539 shares; 2026Q2: 1,814 shares 1,814 $364K 0.02% +275 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,163 shares 1,163 $353K 0.02% new 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: 15,834 shares; 2024Q4: 15,511 shares; 2025Q1: 14,889 shares; 2025Q2: 14,212 shares; 2025Q3: 13,773 shares; 2025Q4: 15,179 shares; 2026Q1: 13,641 shares; 2026Q2: 14,384 shares 14,384 $346K 0.02% +743 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: 2,248 shares; 2025Q1: 2,323 shares; 2025Q2: 2,174 shares; 2025Q3: 2,174 shares; 2025Q4: 2,207 shares; 2026Q1: 2,212 shares; 2026Q2: 2,254 shares 2,254 $342K 0.02% +42 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 1,977 shares 1,977 $338K 0.02% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,122 shares; 2024Q4: 6,233 shares; 2025Q1: 6,028 shares; 2025Q2: 6,296 shares; 2025Q3: 5,927 shares; 2025Q4: 6,998 shares; 2026Q1: 5,757 shares; 2026Q2: 7,887 shares 7,887 $334K 0.02% +2,130 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 811 shares; 2024Q4: 811 shares; 2025Q1: 811 shares; 2025Q2: 999 shares; 2025Q3: 909 shares; 2025Q4: 910 shares; 2026Q1: 910 shares; 2026Q2: 912 shares 912 $333K 0.02% +2 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: 2,336 shares; 2024Q4: 3,411 shares; 2025Q1: 2,311 shares; 2025Q2: 3,445 shares; 2025Q3: 3,343 shares; 2025Q4: 3,375 shares; 2026Q1: 3,344 shares; 2026Q2: 3,420 shares 3,420 $332K 0.02% +76 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: 2,086 shares; 2024Q4: 2,095 shares; 2025Q1: 2,083 shares; 2025Q2: 2,117 shares; 2025Q3: 2,100 shares; 2025Q4: 2,718 shares; 2026Q1: 2,243 shares; 2026Q2: 2,613 shares 2,613 $331K 0.02% +370 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,123 shares; 2024Q4: 3,975 shares; 2025Q1: 3,975 shares; 2025Q2: 3,766 shares; 2025Q3: 3,767 shares; 2025Q4: 3,946 shares; 2026Q1: 3,959 shares; 2026Q2: 3,948 shares 3,948 $330K 0.02% -11 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,248 shares; 2024Q4: 3,226 shares; 2025Q1: 2,913 shares; 2025Q2: 2,997 shares; 2025Q3: 2,820 shares; 2025Q4: 2,734 shares; 2026Q1: 2,722 shares; 2026Q2: 3,595 shares 3,595 $326K 0.02% +873 Timeline EWJ 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: 3,493 shares 3,493 $326K 0.02% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,984 shares; 2024Q4: not reported; 2025Q1: 2,984 shares; 2025Q2: 2,984 shares; 2025Q3: 2,984 shares; 2025Q4: 2,984 shares; 2026Q1: 2,984 shares; 2026Q2: 2,984 shares 2,984 $322K 0.02% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,801 shares; 2024Q4: 3,801 shares; 2025Q1: 3,801 shares; 2025Q2: 3,801 shares; 2025Q3: 3,801 shares; 2025Q4: 3,238 shares; 2026Q1: 3,245 shares; 2026Q2: 3,525 shares 3,525 $319K 0.02% +280 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,160 shares 4,160 $318K 0.02% new 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: 1,899 shares; 2024Q4: 1,950 shares; 2025Q1: 2,000 shares; 2025Q2: 2,045 shares; 2025Q3: 2,320 shares; 2025Q4: 2,157 shares; 2026Q1: 1,911 shares; 2026Q2: 2,002 shares 2,002 $315K 0.02% +91 Timeline ESGV 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,361 shares 2,361 $312K 0.02% new 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: 2,161 shares; 2024Q4: 2,164 shares; 2025Q1: 2,168 shares; 2025Q2: 2,171 shares; 2025Q3: 2,174 shares; 2025Q4: 2,177 shares; 2026Q1: 2,191 shares; 2026Q2: 2,326 shares 2,326 $310K 0.02% +135 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: 808 shares; 2025Q2: 808 shares; 2025Q3: 813 shares; 2025Q4: 826 shares; 2026Q1: 830 shares; 2026Q2: 937 shares 937 $309K 0.02% +107 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: 1,893 shares; 2025Q2: 1,893 shares; 2025Q3: 1,893 shares; 2025Q4: 1,925 shares; 2026Q1: 1,932 shares; 2026Q2: 2,429 shares 2,429 $307K 0.02% +497 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,725 shares; 2026Q2: 1,954 shares 1,954 $307K 0.02% -771 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,388 shares 1,388 $305K 0.02% 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 reported; 2025Q2: not reported; 2025Q3: 2,362 shares; 2025Q4: 2,884 shares; 2026Q1: 2,914 shares; 2026Q2: 2,921 shares 2,921 $303K 0.02% +7 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,270 shares; 2024Q4: 1,673 shares; 2025Q1: 1,073 shares; 2025Q2: 1,473 shares; 2025Q3: 1,737 shares; 2025Q4: 1,478 shares; 2026Q1: 1,458 shares; 2026Q2: 1,359 shares 1,359 $303K 0.02% -99 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: 2,687 shares; 2025Q3: 2,687 shares; 2025Q4: 2,979 shares; 2026Q1: 3,079 shares; 2026Q2: 3,079 shares 3,079 $302K 0.02% 0 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: 1,194 shares; 2024Q4: 1,188 shares; 2025Q1: 1,196 shares; 2025Q2: 1,342 shares; 2025Q3: 1,206 shares; 2025Q4: 1,237 shares; 2026Q1: 1,237 shares; 2026Q2: 1,231 shares 1,231 $299K 0.02% -6 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,463 shares 6,463 $298K 0.02% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 489 shares; 2026Q2: 594 shares 594 $295K 0.02% +105 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: 1,177 shares; 2024Q4: 1,239 shares; 2025Q1: 1,133 shares; 2025Q2: 1,196 shares; 2025Q3: 1,281 shares; 2025Q4: 1,288 shares; 2026Q1: 1,251 shares; 2026Q2: 1,335 shares 1,335 $294K 0.02% +84 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 51,502 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,439 shares; 2026Q2: 21,681 shares 21,681 $293K 0.02% -7,758 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,020 shares; 2026Q2: 1,272 shares 1,272 $289K 0.02% +252 Timeline FNDB 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: 2,995 shares; 2024Q4: not reported; 2025Q1: 9,092 shares; 2025Q2: 9,143 shares; 2025Q3: 9,202 shares; 2025Q4: 9,260 shares; 2026Q1: 9,347 shares; 2026Q2: 9,395 shares 9,395 $286K 0.02% +48 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,406 shares 5,406 $285K 0.02% new Timeline AGIX KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,000 shares 6,000 $281K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 3,442 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,474 shares; 2026Q1: 4,482 shares; 2026Q2: 4,796 shares 4,796 $276K 0.02% +314 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,900 shares; 2024Q4: 13,200 shares; 2025Q1: 13,400 shares; 2025Q2: 14,000 shares; 2025Q3: 14,080 shares; 2025Q4: 14,520 shares; 2026Q1: 14,520 shares; 2026Q2: 14,520 shares 14,520 $276K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,624 shares; 2025Q2: 2,700 shares; 2025Q3: 2,643 shares; 2025Q4: 3,719 shares; 2026Q1: 6,576 shares; 2026Q2: 3,441 shares 3,441 $272K 0.02% -3,135 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,937 shares; 2024Q4: 3,937 shares; 2025Q1: 3,937 shares; 2025Q2: 8,847 shares; 2025Q3: 8,847 shares; 2025Q4: 8,847 shares; 2026Q1: 7,288 shares; 2026Q2: 5,176 shares 5,176 $271K 0.02% -2,112 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: 3,678 shares; 2025Q1: not reported; 2025Q2: 3,625 shares; 2025Q3: 3,533 shares; 2025Q4: 3,143 shares; 2026Q1: 2,778 shares; 2026Q2: 2,799 shares 2,799 $270K 0.02% +21 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,577 shares; 2024Q4: 10,652 shares; 2025Q1: 10,652 shares; 2025Q2: 10,652 shares; 2025Q3: 10,612 shares; 2025Q4: 9,162 shares; 2026Q1: 10,676 shares; 2026Q2: 10,657 shares 10,657 $269K 0.02% -19 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: 2,837 shares; 2024Q4: 2,980 shares; 2025Q1: not reported; 2025Q2: 2,230 shares; 2025Q3: 2,351 shares; 2025Q4: 2,395 shares; 2026Q1: 2,439 shares; 2026Q2: 2,517 shares 2,517 $268K 0.02% +78 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,561 shares; 2024Q4: 7,357 shares; 2025Q1: 4,231 shares; 2025Q2: 3,338 shares; 2025Q3: 3,246 shares; 2025Q4: 2,792 shares; 2026Q1: 2,779 shares; 2026Q2: 2,428 shares 2,428 $265K 0.02% -351 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: not reported; 2024Q4: 797 shares; 2025Q1: not reported; 2025Q2: 797 shares; 2025Q3: 798 shares; 2025Q4: 793 shares; 2026Q1: 791 shares; 2026Q2: 853 shares 853 $261K 0.02% +62 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,797 shares; 2026Q1: not reported; 2026Q2: 3,544 shares 3,544 $259K 0.02% 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,079 shares 2,079 $259K 0.02% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 464 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 395 shares 395 $251K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 6,638 shares; 2025Q2: 6,638 shares; 2025Q3: 6,638 shares; 2025Q4: 8,638 shares; 2026Q1: 6,638 shares; 2026Q2: 6,665 shares 6,665 $245K 0.02% +27 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 379 shares 379 $242K 0.02% new 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: 13,561 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,115 shares; 2025Q4: 1,208 shares; 2026Q1: 1,848 shares; 2026Q2: 2,054 shares 2,054 $240K 0.02% +206 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,708 shares 2,708 $238K 0.02% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,295 shares; 2024Q4: 9,295 shares; 2025Q1: 9,295 shares; 2025Q2: 7,795 shares; 2025Q3: 7,795 shares; 2025Q4: 7,795 shares; 2026Q1: 7,795 shares; 2026Q2: 7,795 shares 7,795 $238K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,164 shares; 2026Q1: 2,350 shares; 2026Q2: 2,214 shares 2,214 $237K 0.02% -136 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,982 shares 1,982 $237K 0.02% new Timeline QTEC 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 690 shares 690 $231K 0.02% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,964 shares 1,964 $231K 0.02% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 766 shares 766 $228K 0.02% new 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,036 shares 3,036 $223K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,062 shares 2,062 $221K 0.01% new Timeline EIS 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: 1,825 shares 1,825 $220K 0.01% new Timeline PICK 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: 3,771 shares 3,771 $219K 0.01% 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: 72,934 shares; 2024Q4: 5,835 shares; 2025Q1: 4,606 shares; 2025Q2: 2,676 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,068 shares; 2026Q2: 4,030 shares 4,030 $214K 0.01% -38 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,149 shares 1,149 $212K 0.01% new 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: 606 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 493 shares 493 $210K 0.01% new 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: 700 shares 700 $208K 0.01% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS 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: 614 shares; 2026Q2: 717 shares 717 $208K 0.01% +103 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: not reported; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 44 shares; 2025Q3: 43 shares; 2025Q4: 66 shares; 2026Q1: not reported; 2026Q2: 1,168 shares 1,168 $208K 0.01% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION 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: 622 shares; 2025Q3: 622 shares; 2025Q4: 792 shares; 2026Q1: 792 shares; 2026Q2: 835 shares 835 $207K 0.01% +43 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,782 shares; 2026Q2: 2,782 shares 2,782 $207K 0.01% 0 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: 1,879 shares; 2024Q4: 1,869 shares; 2025Q1: 1,863 shares; 2025Q2: 1,528 shares; 2025Q3: 1,517 shares; 2025Q4: 1,464 shares; 2026Q1: 1,386 shares; 2026Q2: 1,658 shares 1,658 $206K 0.01% +272 Timeline PHO 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: 2,960 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,966 shares; 2025Q3: 2,968 shares; 2025Q4: 2,968 shares; 2026Q1: not reported; 2026Q2: 2,969 shares 2,969 $205K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,817 shares; 2026Q1: 3,741 shares; 2026Q2: 2,681 shares 2,681 $202K 0.01% -1,060 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,630 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,984 shares; 2025Q3: 2,906 shares; 2025Q4: 2,906 shares; 2026Q1: not reported; 2026Q2: 2,491 shares 2,491 $201K 0.01% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 590 shares 590 $201K 0.01% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS 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: 795 shares; 2025Q4: not reported; 2026Q1: 770 shares; 2026Q2: 717 shares 717 $201K 0.01% -53 Timeline AIQ 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,052 shares 3,052 $200K 0.01% new Timeline ACVA ACV AUCTIONS INC More: the full row for ACV AUCTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,500 shares; 2024Q4: 22,500 shares; 2025Q1: 22,500 shares; 2025Q2: 22,500 shares; 2025Q3: 22,500 shares; 2025Q4: not reported; 2026Q1: 22,500 shares; 2026Q2: 22,500 shares 22,500 $162K 0.01% 0 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,514 shares; 2024Q4: 24,634 shares; 2025Q1: 24,634 shares; 2025Q2: 24,634 shares; 2025Q3: 24,634 shares; 2025Q4: 24,634 shares; 2026Q1: 24,634 shares; 2026Q2: 26,794 shares 26,794 $84.7K 0.01% +2,160 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,738 shares 11,738 $26.4K <0.01% new Timeline MVIS MICROVISION INC DEL More: the full row for MICROVISION INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,821 shares; 2025Q4: 28,725 shares; 2026Q1: 41,129 shares; 2026Q2: 58,090 shares 58,090 $19K <0.01% +16,961 Timeline