IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 34,576 shares; 2025Q2: 42,394 shares; 2025Q3: 41,522 shares; 2025Q4: 36,965 shares; 2026Q1: 37,238 shares; 2026Q2: 44,495 shares 44,495 $33.3M 9.54% +7,257 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: not loaded; 2024Q4: not loaded; 2025Q1: 145,980 shares; 2025Q2: 148,562 shares; 2025Q3: 149,448 shares; 2025Q4: 21,953 shares; 2026Q1: 21,971 shares; 2026Q2: 156,425 shares 156,425 $31.3M 8.96% +134,454 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: not loaded; 2024Q4: not loaded; 2025Q1: 94,464 shares; 2025Q2: 95,700 shares; 2025Q3: 96,265 shares; 2025Q4: 4,850 shares; 2026Q1: 4,847 shares; 2026Q2: 101,516 shares 101,516 $29.4M 8.41% +96,669 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: not loaded; 2024Q4: not loaded; 2025Q1: 159,292 shares; 2025Q2: 172,307 shares; 2025Q3: 177,573 shares; 2025Q4: 130,953 shares; 2026Q1: 128,315 shares; 2026Q2: 174,560 shares 174,560 $27.3M 7.81% +46,245 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 loaded; 2024Q4: not loaded; 2025Q1: 443,335 shares; 2025Q2: 485,603 shares; 2025Q3: 526,416 shares; 2025Q4: 339,666 shares; 2026Q1: 326,191 shares; 2026Q2: 492,325 shares 492,325 $15.6M 4.47% +166,134 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 loaded; 2024Q4: not loaded; 2025Q1: 39,518 shares; 2025Q2: 48,950 shares; 2025Q3: 51,481 shares; 2025Q4: 33,978 shares; 2026Q1: 34,436 shares; 2026Q2: 53,209 shares 53,209 $12.6M 3.6% +18,773 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 loaded; 2024Q4: not loaded; 2025Q1: 12,355 shares; 2025Q2: 12,770 shares; 2025Q3: 12,786 shares; 2025Q4: 2,244 shares; 2026Q1: 2,338 shares; 2026Q2: 12,985 shares 12,985 $9.56M 2.74% +10,647 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 41,054 shares; 2025Q2: 41,793 shares; 2025Q3: 41,912 shares; 2025Q4: 38,603 shares; 2026Q1: 39,125 shares; 2026Q2: 52,024 shares 52,024 $8.55M 2.45% +12,899 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: not loaded; 2024Q4: not loaded; 2025Q1: 21,496 shares; 2025Q2: 21,660 shares; 2025Q3: 21,929 shares; 2025Q4: 8,300 shares; 2026Q1: 8,338 shares; 2026Q2: 23,728 shares 23,728 $8.38M 2.4% +15,390 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: not loaded; 2024Q4: not loaded; 2025Q1: 19,070 shares; 2025Q2: 19,885 shares; 2025Q3: 20,184 shares; 2025Q4: 4,582 shares; 2026Q1: 4,840 shares; 2026Q2: 22,139 shares 22,139 $8.26M 2.36% +17,299 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: not loaded; 2024Q4: not loaded; 2025Q1: 27,016 shares; 2025Q2: 27,186 shares; 2025Q3: 29,056 shares; 2025Q4: 9,611 shares; 2026Q1: 9,707 shares; 2026Q2: 32,492 shares 32,492 $7.74M 2.22% +22,785 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 49,940 shares; 2025Q2: 48,671 shares; 2025Q3: 47,755 shares; 2025Q4: 42,178 shares; 2026Q1: 42,100 shares; 2026Q2: 45,850 shares 45,850 $7.5M 2.15% +3,750 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 loaded; 2024Q4: not loaded; 2025Q1: 153,396 shares; 2025Q2: 155,746 shares; 2025Q3: 153,223 shares; 2025Q4: 156,663 shares; 2026Q1: 156,007 shares; 2026Q2: 158,368 shares 158,368 $7.31M 2.09% +2,361 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 95,424 shares; 2025Q2: 114,832 shares; 2025Q3: 114,832 shares; 2025Q4: 122,811 shares; 2026Q1: 124,761 shares; 2026Q2: 117,566 shares 117,566 $5.92M 1.7% -7,195 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 loaded; 2024Q4: not loaded; 2025Q1: 65,186 shares; 2025Q2: 66,400 shares; 2025Q3: 63,635 shares; 2025Q4: 62,792 shares; 2026Q1: 62,922 shares; 2026Q2: 66,865 shares 66,865 $5.12M 1.47% +3,943 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 loaded; 2024Q4: not loaded; 2025Q1: 39,731 shares; 2025Q2: 39,904 shares; 2025Q3: 38,685 shares; 2025Q4: 36,230 shares; 2026Q1: 34,808 shares; 2026Q2: 36,705 shares 36,705 $4.57M 1.31% +1,897 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 27,150 shares; 2025Q2: 27,150 shares; 2025Q3: 27,150 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,154 shares 27,154 $4.29M 1.23% new 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: not loaded; 2024Q4: not loaded; 2025Q1: 10,841 shares; 2025Q2: 11,101 shares; 2025Q3: 11,259 shares; 2025Q4: 2,006 shares; 2026Q1: 2,019 shares; 2026Q2: 11,978 shares 11,978 $4.28M 1.23% +9,959 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: not loaded; 2024Q4: not loaded; 2025Q1: 36,349 shares; 2025Q2: 29,031 shares; 2025Q3: 29,073 shares; 2025Q4: 26,832 shares; 2026Q1: 27,925 shares; 2026Q2: 35,679 shares 35,679 $4.25M 1.22% +7,754 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 63,475 shares; 2025Q2: 50,767 shares; 2025Q3: 51,003 shares; 2025Q4: 50,689 shares; 2026Q1: 49,579 shares; 2026Q2: 68,523 shares 68,523 $4.17M 1.19% +18,944 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,730 shares; 2025Q2: 7,767 shares; 2025Q3: 7,812 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,864 shares 7,864 $4.04M 1.16% new 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: not loaded; 2024Q4: not loaded; 2025Q1: 6,294 shares; 2025Q2: 9,324 shares; 2025Q3: 9,498 shares; 2025Q4: 2,475 shares; 2026Q1: 2,501 shares; 2026Q2: 10,262 shares 10,262 $3.88M 1.11% +7,761 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 loaded; 2024Q4: not loaded; 2025Q1: 21,655 shares; 2025Q2: 25,104 shares; 2025Q3: 25,186 shares; 2025Q4: 25,844 shares; 2026Q1: 25,860 shares; 2026Q2: 27,430 shares 27,430 $3.77M 1.08% +1,570 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 loaded; 2024Q4: not loaded; 2025Q1: 41,400 shares; 2025Q2: 43,764 shares; 2025Q3: 42,786 shares; 2025Q4: 46,391 shares; 2026Q1: 46,589 shares; 2026Q2: 45,835 shares 45,835 $3.12M 0.89% -754 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,172 shares; 2025Q2: 8,172 shares; 2025Q3: 8,174 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,179 shares 8,179 $3.03M 0.87% new 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 loaded; 2024Q4: not loaded; 2025Q1: 13,600 shares; 2025Q2: 13,679 shares; 2025Q3: 12,915 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,041 shares 11,041 $3M 0.86% new 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 loaded; 2024Q4: not loaded; 2025Q1: 7,392 shares; 2025Q2: 5,005 shares; 2025Q3: 5,025 shares; 2025Q4: 3,601 shares; 2026Q1: 3,637 shares; 2026Q2: 37,129 shares 37,129 $2.99M 0.86% +33,492 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: not loaded; 2024Q4: not loaded; 2025Q1: 8,931 shares; 2025Q2: 9,020 shares; 2025Q3: 9,046 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,039 shares 9,039 $2.96M 0.85% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,750 shares; 2025Q2: 9,523 shares; 2025Q3: 9,399 shares; 2025Q4: 10,677 shares; 2026Q1: 11,187 shares; 2026Q2: 12,336 shares 12,336 $2.8M 0.8% +1,149 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 23,399 shares; 2025Q2: 26,676 shares; 2025Q3: 25,091 shares; 2025Q4: 29,806 shares; 2026Q1: 29,672 shares; 2026Q2: 31,692 shares 31,692 $2.63M 0.75% +2,020 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,653 shares; 2025Q2: 7,704 shares; 2025Q3: 7,750 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,854 shares 7,854 $2.47M 0.71% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 32,280 shares; 2025Q2: 28,505 shares; 2025Q3: 27,615 shares; 2025Q4: 28,954 shares; 2026Q1: 29,259 shares; 2026Q2: 25,971 shares 25,971 $2.45M 0.7% -3,288 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 47,373 shares; 2025Q3: 47,373 shares; 2025Q4: 52,946 shares; 2026Q1: 59,616 shares; 2026Q2: 32,601 shares 32,601 $2.39M 0.68% -27,015 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,480 shares; 2025Q2: 2,500 shares; 2025Q3: 2,516 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,545 shares 2,545 $2.38M 0.68% new 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 loaded; 2024Q4: not loaded; 2025Q1: 11,984 shares; 2025Q2: 12,936 shares; 2025Q3: 12,743 shares; 2025Q4: 13,525 shares; 2026Q1: 12,987 shares; 2026Q2: 10,829 shares 10,829 $2.38M 0.68% -2,158 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,460 shares; 2025Q2: 5,762 shares; 2025Q3: 5,764 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,001 shares 12,001 $2.29M 0.65% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,104 shares; 2025Q2: 2,138 shares; 2025Q3: 2,163 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,200 shares 2,200 $2.23M 0.64% new 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,700 shares; 2025Q2: 1,712 shares; 2025Q3: 1,747 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,787 shares 1,787 $2.14M 0.61% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 23,914 shares; 2025Q2: 23,324 shares; 2025Q3: 23,442 shares; 2025Q4: 22,807 shares; 2026Q1: 22,705 shares; 2026Q2: 22,455 shares 22,455 $1.94M 0.56% -250 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 14,214 shares; 2025Q2: 14,148 shares; 2025Q3: 13,943 shares; 2025Q4: 11,924 shares; 2026Q1: 11,656 shares; 2026Q2: 13,105 shares 13,105 $1.89M 0.54% +1,449 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,351 shares; 2025Q2: 4,614 shares; 2025Q3: 4,573 shares; 2025Q4: 4,894 shares; 2026Q1: 5,018 shares; 2026Q2: 5,392 shares 5,392 $1.85M 0.53% +374 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 39,483 shares; 2025Q3: 39,483 shares; 2025Q4: 41,384 shares; 2026Q1: 34,224 shares; 2026Q2: 21,378 shares 21,378 $1.67M 0.48% -12,846 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 loaded; 2024Q4: not loaded; 2025Q1: 6,226 shares; 2025Q2: 1,777 shares; 2025Q3: 1,853 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,571 shares 2,571 $1.49M 0.43% 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,020 shares; 2025Q2: 2,036 shares; 2025Q3: 2,052 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,472 shares 20,472 $1.46M 0.42% new 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 loaded; 2024Q4: not loaded; 2025Q1: 1,131 shares; 2025Q2: 1,137 shares; 2025Q3: 1,145 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,173 shares 1,173 $1.38M 0.39% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,882 shares; 2025Q2: 7,123 shares; 2025Q3: 6,954 shares; 2025Q4: 5,874 shares; 2026Q1: 5,664 shares; 2026Q2: 5,152 shares 5,152 $1.3M 0.37% -512 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,187 shares; 2025Q2: 2,227 shares; 2025Q3: 2,286 shares; 2025Q4: 938 shares; 2026Q1: 948 shares; 2026Q2: 2,364 shares 2,364 $1.18M 0.34% +1,416 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 24,651 shares; 2025Q2: 24,991 shares; 2025Q3: 25,184 shares; 2025Q4: 25,451 shares; 2026Q1: 27,561 shares; 2026Q2: 27,914 shares 27,914 $1.16M 0.33% +353 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 116,233 shares; 2025Q2: 64,814 shares; 2025Q3: 63,619 shares; 2025Q4: 70,049 shares; 2026Q1: 74,462 shares; 2026Q2: 49,755 shares 49,755 $1.13M 0.32% -24,707 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 27,328 shares; 2025Q3: 27,328 shares; 2025Q4: 13,251 shares; 2026Q1: 12,645 shares; 2026Q2: 24,114 shares 24,114 $1.1M 0.32% +11,469 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 loaded; 2024Q4: not loaded; 2025Q1: 4,483 shares; 2025Q2: 3,335 shares; 2025Q3: 3,335 shares; 2025Q4: 3,185 shares; 2026Q1: 3,074 shares; 2026Q2: 4,347 shares 4,347 $1.06M 0.3% +1,273 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: not loaded; 2024Q4: not loaded; 2025Q1: 4,470 shares; 2025Q2: 4,567 shares; 2025Q3: 4,296 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,101 shares 4,101 $1.04M 0.3% new 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: not loaded; 2024Q4: not loaded; 2025Q1: 10,258 shares; 2025Q2: 11,277 shares; 2025Q3: 11,277 shares; 2025Q4: 11,414 shares; 2026Q1: 11,414 shares; 2026Q2: 10,395 shares 10,395 $1.03M 0.29% -1,019 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: not loaded; 2024Q4: not loaded; 2025Q1: 15,271 shares; 2025Q2: 15,121 shares; 2025Q3: 15,121 shares; 2025Q4: 21,186 shares; 2026Q1: 21,372 shares; 2026Q2: 19,707 shares 19,707 $1.02M 0.29% -1,665 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: not loaded; 2024Q4: not loaded; 2025Q1: 4,348 shares; 2025Q2: 2,918 shares; 2025Q3: 2,860 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,961 shares 2,961 $1.02M 0.29% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,558 shares; 2025Q2: 6,505 shares; 2025Q3: 6,415 shares; 2025Q4: 5,424 shares; 2026Q1: 5,425 shares; 2026Q2: 6,125 shares 6,125 $909K 0.26% +700 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,786 shares 1,786 $853K 0.24% new Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,456 shares 15,456 $822K 0.24% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 16,759 shares; 2025Q2: 16,899 shares; 2025Q3: 17,056 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,282 shares 17,282 $821K 0.24% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,065 shares; 2025Q2: 1,069 shares; 2025Q3: 1,074 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,082 shares 1,082 $818K 0.23% 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 loaded; 2024Q4: not loaded; 2025Q1: 10,620 shares; 2025Q2: 10,806 shares; 2025Q3: 7,585 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,843 shares 7,843 $815K 0.23% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,419 shares; 2025Q2: 4,424 shares; 2025Q3: 4,428 shares; 2025Q4: 3,136 shares; 2026Q1: 3,140 shares; 2026Q2: 4,074 shares 4,074 $814K 0.23% +934 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,596 shares; 2025Q2: 15,424 shares; 2025Q3: 15,423 shares; 2025Q4: 14,839 shares; 2026Q1: 14,839 shares; 2026Q2: 14,861 shares 14,861 $813K 0.23% +22 Timeline DTCR 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 loaded; 2024Q4: not loaded; 2025Q1: 25,777 shares; 2025Q2: 25,777 shares; 2025Q3: 25,877 shares; 2025Q4: 25,877 shares; 2026Q1: 26,710 shares; 2026Q2: 26,709 shares 26,709 $811K 0.23% -1 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,000 shares; 2025Q2: 3,013 shares; 2025Q3: 3,024 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,032 shares 3,032 $790K 0.23% new 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: not loaded; 2024Q4: not loaded; 2025Q1: 943 shares; 2025Q2: 1,078 shares; 2025Q3: 1,158 shares; 2025Q4: 400 shares; 2026Q1: 414 shares; 2026Q2: 1,385 shares 1,385 $781K 0.22% +971 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: not loaded; 2024Q4: not loaded; 2025Q1: 11,765 shares; 2025Q2: 12,489 shares; 2025Q3: 11,369 shares; 2025Q4: 13,894 shares; 2026Q1: 16,121 shares; 2026Q2: 14,547 shares 14,547 $761K 0.22% -1,574 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,004 shares; 2025Q2: 4,653 shares; 2025Q3: 4,767 shares; 2025Q4: 5,670 shares; 2026Q1: 6,196 shares; 2026Q2: 7,445 shares 7,445 $747K 0.21% +1,249 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,519 shares; 2025Q2: 8,538 shares; 2025Q3: 8,570 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,577 shares 8,577 $746K 0.21% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,248 shares; 2025Q2: 3,261 shares; 2025Q3: 3,291 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,803 shares 2,803 $690K 0.2% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,661 shares; 2025Q2: 8,689 shares; 2025Q3: 8,716 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,879 shares 8,879 $685K 0.2% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,536 shares; 2025Q2: 7,544 shares; 2025Q3: 7,334 shares; 2025Q4: 6,715 shares; 2026Q1: 6,724 shares; 2026Q2: 7,098 shares 7,098 $685K 0.2% +374 Timeline JBND 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,838 shares; 2026Q2: 12,456 shares 12,456 $666K 0.19% -12,382 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: not loaded; 2024Q4: not loaded; 2025Q1: 842 shares; 2025Q2: 844 shares; 2025Q3: 846 shares; 2025Q4: 549 shares; 2026Q1: 549 shares; 2026Q2: 867 shares 867 $648K 0.19% +318 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,829 shares; 2026Q1: 9,995 shares; 2026Q2: 12,254 shares 12,254 $646K 0.18% +2,259 Timeline XLY 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 loaded; 2024Q4: not loaded; 2025Q1: 2,683 shares; 2025Q2: 2,689 shares; 2025Q3: 2,693 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,418 shares 5,418 $635K 0.18% new 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: not loaded; 2024Q4: not loaded; 2025Q1: 4,123 shares; 2025Q2: 4,320 shares; 2025Q3: 4,536 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,522 shares 5,522 $626K 0.18% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,054 shares; 2025Q2: 2,060 shares; 2025Q3: 2,065 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,080 shares 2,080 $625K 0.18% 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 loaded; 2024Q4: not loaded; 2025Q1: 19,703 shares; 2025Q2: 19,752 shares; 2025Q3: 19,802 shares; 2025Q4: 8,436 shares; 2026Q1: 8,482 shares; 2026Q2: 16,816 shares 16,816 $618K 0.18% +8,334 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,172 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,599 shares 11,599 $618K 0.18% new 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 774 shares; 2025Q3: 788 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 789 shares 789 $602K 0.17% new Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,353 shares; 2025Q2: 10,235 shares; 2025Q3: 10,239 shares; 2025Q4: 8,200 shares; 2026Q1: 8,202 shares; 2026Q2: 9,973 shares 9,973 $564K 0.16% +1,771 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: not loaded; 2024Q4: not loaded; 2025Q1: 3,586 shares; 2025Q2: 3,662 shares; 2025Q3: 3,675 shares; 2025Q4: 2,698 shares; 2026Q1: 2,699 shares; 2026Q2: 3,802 shares 3,802 $558K 0.16% +1,103 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,215 shares 10,215 $542K 0.16% new Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,453 shares; 2026Q1: 9,442 shares; 2026Q2: 12,306 shares 12,306 $531K 0.15% +2,864 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,719 shares; 2025Q2: 10,416 shares; 2025Q3: 9,466 shares; 2025Q4: 7,600 shares; 2026Q1: 7,600 shares; 2026Q2: 5,039 shares 5,039 $516K 0.15% -2,561 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,021 shares 10,021 $500K 0.14% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,317 shares; 2025Q2: 5,428 shares; 2025Q3: 5,059 shares; 2025Q4: 5,280 shares; 2026Q1: 5,149 shares; 2026Q2: 5,096 shares 5,096 $491K 0.14% -53 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 12,532 shares; 2025Q2: 13,245 shares; 2025Q3: 2,596 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,212 shares 4,212 $491K 0.14% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 604 shares; 2025Q4: 1,113 shares; 2026Q1: 1,362 shares; 2026Q2: 1,340 shares 1,340 $491K 0.14% -22 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,043 shares; 2025Q2: 2,068 shares; 2025Q3: 2,108 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,162 shares 2,162 $477K 0.14% new 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 3,117 shares; 2025Q3: 2,933 shares; 2025Q4: 2,933 shares; 2026Q1: 2,933 shares; 2026Q2: 2,933 shares 2,933 $474K 0.14% 0 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 loaded; 2024Q4: not loaded; 2025Q1: 3,656 shares; 2025Q2: 3,715 shares; 2025Q3: 3,017 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,590 shares 2,590 $469K 0.13% new 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 loaded; 2024Q4: not loaded; 2025Q1: 1,546 shares; 2025Q2: 1,616 shares; 2025Q3: 1,693 shares; 2025Q4: 1,623 shares; 2026Q1: 1,628 shares; 2026Q2: 1,822 shares 1,822 $459K 0.13% +194 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 2,454 shares; 2025Q3: 2,454 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,681 shares 3,681 $436K 0.12% new 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: not loaded; 2024Q4: not loaded; 2025Q1: 994 shares; 2025Q2: 1,033 shares; 2025Q3: 1,084 shares; 2025Q4: 1,019 shares; 2026Q1: 1,026 shares; 2026Q2: 1,134 shares 1,134 $400K 0.11% +108 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 2,990 shares; 2025Q3: 3,032 shares; 2025Q4: 2,944 shares; 2026Q1: 2,944 shares; 2026Q2: 3,331 shares 3,331 $391K 0.11% +387 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 4,988 shares; 2025Q3: 4,988 shares; 2025Q4: 4,988 shares; 2026Q1: 4,988 shares; 2026Q2: 4,988 shares 4,988 $387K 0.11% 0 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 497 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 905 shares 905 $381K 0.11% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 902 shares; 2025Q2: 914 shares; 2025Q3: 928 shares; 2025Q4: 903 shares; 2026Q1: 903 shares; 2026Q2: 942 shares 942 $375K 0.11% +39 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,242 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,362 shares 18,362 $355K 0.1% new Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 23,912 shares; 2025Q2: 11,339 shares; 2025Q3: 11,339 shares; 2025Q4: 12,516 shares; 2026Q1: 13,040 shares; 2026Q2: 6,861 shares 6,861 $352K 0.1% -6,179 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,349 shares; 2025Q2: not reported; 2025Q3: 2,556 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,706 shares 2,706 $348K 0.1% 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: not loaded; 2024Q4: not loaded; 2025Q1: 631 shares; 2025Q2: 643 shares; 2025Q3: 656 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 679 shares 679 $346K 0.1% new 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 4,122 shares; 2025Q3: 4,122 shares; 2025Q4: 4,122 shares; 2026Q1: 4,122 shares; 2026Q2: 4,122 shares 4,122 $338K 0.1% 0 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,592 shares 12,592 $334K 0.1% new Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,204 shares; 2026Q1: 5,421 shares; 2026Q2: 6,572 shares 6,572 $333K 0.1% +1,151 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 5,006 shares; 2025Q3: 5,243 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,326 shares 5,326 $303K 0.09% new 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,400 shares 2,400 $287K 0.08% new 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 2,886 shares; 2025Q3: 2,886 shares; 2025Q4: 2,886 shares; 2026Q1: 2,886 shares; 2026Q2: 2,886 shares 2,886 $283K 0.08% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,714 shares; 2025Q2: 3,720 shares; 2025Q3: 3,205 shares; 2025Q4: 2,744 shares; 2026Q1: 2,744 shares; 2026Q2: 2,743 shares 2,743 $281K 0.08% -1 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 loaded; 2024Q4: not loaded; 2025Q1: 3,047 shares; 2025Q2: 3,179 shares; 2025Q3: 3,287 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,343 shares 3,343 $276K 0.08% new Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,637 shares 8,637 $274K 0.08% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,815 shares; 2025Q2: 2,843 shares; 2025Q3: 2,815 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,980 shares 2,980 $273K 0.08% new Timeline AVDE 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 3,021 shares; 2025Q3: 3,021 shares; 2025Q4: 3,021 shares; 2026Q1: 3,021 shares; 2026Q2: 3,021 shares 3,021 $269K 0.08% 0 Timeline JPIE 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,610 shares; 2025Q4: 11,248 shares; 2026Q1: not reported; 2026Q2: 5,765 shares 5,765 $266K 0.08% new Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,080 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,962 shares 10,962 $263K 0.08% new 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 862 shares; 2025Q3: 862 shares; 2025Q4: 862 shares; 2026Q1: 862 shares; 2026Q2: 862 shares 862 $261K 0.07% 0 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,083 shares 5,083 $256K 0.07% new Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,695 shares; 2025Q2: 5,485 shares; 2025Q3: 5,355 shares; 2025Q4: 4,403 shares; 2026Q1: 4,411 shares; 2026Q2: 4,012 shares 4,012 $253K 0.07% -399 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 loaded; 2024Q4: not loaded; 2025Q1: 3,818 shares; 2025Q2: 4,468 shares; 2025Q3: not reported; 2025Q4: 2,626 shares; 2026Q1: 2,541 shares; 2026Q2: 3,275 shares 3,275 $247K 0.07% +734 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,750 shares 1,750 $244K 0.07% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 607 shares 607 $234K 0.07% new Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,410 shares; 2025Q2: 9,084 shares; 2025Q3: 8,946 shares; 2025Q4: 6,550 shares; 2026Q1: 5,769 shares; 2026Q2: 4,551 shares 4,551 $214K 0.06% -1,218 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,075 shares; 2026Q1: not reported; 2026Q2: 4,125 shares 4,125 $212K 0.06% new Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 22,676 shares; 2025Q2: 10,665 shares; 2025Q3: 12,996 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,282 shares 12,282 $205K 0.06% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 466 shares; 2025Q2: 478 shares; 2025Q3: 482 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 503 shares 503 $205K 0.06% new Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 7,565 shares; 2025Q3: 10,182 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,344 shares 7,344 $203K 0.06% new 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 8,205 shares; 2025Q3: 8,228 shares; 2025Q4: 8,252 shares; 2026Q1: 8,276 shares; 2026Q2: 6,878 shares 6,878 $202K 0.06% -1,398 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,121 shares 1,121 $201K 0.06% new Timeline HYS 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,613 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,143 shares 2,143 $200K 0.06% new Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 17,149 shares; 2025Q2: 17,149 shares; 2025Q3: 16,992 shares; 2025Q4: 18,045 shares; 2026Q1: 12,045 shares; 2026Q2: 13,992 shares 13,992 $36.2K 0.01% +1,947 Timeline