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; 2024Q4: 4,704,127 shares; 2025Q1: 5,125,848 shares; 2025Q2: 5,317,895 shares; 2025Q3: 5,648,641 shares; 2025Q4: 5,951,853 shares; 2026Q1: 6,025,725 shares; 2026Q2: 6,044,624 shares; 2026Q3: 6,218,187 shares 6,218,187 $558M 30.26% +173,563 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,922,055 shares; 2026Q3: 2,303,048 shares 2,303,048 $118M 6.4% -619,007 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,445,251 shares; 2025Q1: 4,073,845 shares; 2025Q2: 4,078,975 shares; 2025Q3: 4,176,218 shares; 2025Q4: 4,288,773 shares; 2026Q1: 4,379,480 shares; 2026Q2: 4,103,679 shares; 2026Q3: 4,783,130 shares 4,783,130 $98.8M 5.36% +679,451 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; 2024Q4: 769,980 shares; 2025Q1: 766,051 shares; 2025Q2: 766,624 shares; 2025Q3: 765,610 shares; 2025Q4: 761,298 shares; 2026Q1: 788,008 shares; 2026Q2: 776,310 shares; 2026Q3: 773,389 shares 773,389 $64.2M 3.48% -2,921 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 244,485 shares; 2025Q1: 543,162 shares; 2025Q2: 802,131 shares; 2025Q3: 1,174,163 shares; 2025Q4: 1,246,876 shares; 2026Q1: 1,405,829 shares; 2026Q2: 1,350,673 shares; 2026Q3: 1,173,995 shares 1,173,995 $55.9M 3.03% -176,678 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71,358 shares; 2025Q1: 69,763 shares; 2025Q2: 71,824 shares; 2025Q3: 69,647 shares; 2025Q4: 68,901 shares; 2026Q1: 69,133 shares; 2026Q2: 69,262 shares; 2026Q3: 68,365 shares 68,365 $52.4M 2.84% -897 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 517,869 shares; 2025Q1: 566,652 shares; 2025Q2: 626,762 shares; 2025Q3: 691,808 shares; 2025Q4: 743,705 shares; 2026Q1: 756,760 shares; 2026Q2: 774,635 shares; 2026Q3: 829,178 shares 829,178 $52.3M 2.83% +54,543 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 191,846 shares; 2025Q1: 194,773 shares; 2025Q2: 193,983 shares; 2025Q3: 192,751 shares; 2025Q4: 192,948 shares; 2026Q1: 192,031 shares; 2026Q2: 190,279 shares; 2026Q3: 184,135 shares 184,135 $40.9M 2.22% -6,144 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 134,724 shares; 2025Q1: 137,128 shares; 2025Q2: 135,378 shares; 2025Q3: 134,490 shares; 2025Q4: 133,839 shares; 2026Q1: 132,730 shares; 2026Q2: 132,103 shares; 2026Q3: 127,545 shares 127,545 $40.5M 2.19% -4,558 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; 2024Q4: 446,576 shares; 2025Q1: 444,149 shares; 2025Q2: 460,205 shares; 2025Q3: 462,226 shares; 2025Q4: 467,941 shares; 2026Q1: 462,616 shares; 2026Q2: 464,462 shares; 2026Q3: 468,346 shares 468,346 $33.1M 1.79% +3,884 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 215,095 shares; 2025Q1: 213,370 shares; 2025Q2: 212,708 shares; 2025Q3: 209,874 shares; 2025Q4: 204,088 shares; 2026Q1: 204,132 shares; 2026Q2: 203,981 shares; 2026Q3: 190,606 shares 190,606 $27.6M 1.5% -13,375 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 551,544 shares; 2025Q1: 542,562 shares; 2025Q2: 529,134 shares; 2025Q3: 520,638 shares; 2025Q4: 513,436 shares; 2026Q1: 508,250 shares; 2026Q2: 497,233 shares; 2026Q3: 494,085 shares 494,085 $27.2M 1.47% -3,148 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,179 shares; 2025Q1: 1,102 shares; 2025Q2: 68,468 shares; 2025Q3: 68,843 shares; 2025Q4: 71,887 shares; 2026Q1: 72,441 shares; 2026Q2: 74,306 shares; 2026Q3: 74,487 shares 74,487 $25.6M 1.39% +181 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; 2024Q4: 188,280 shares; 2025Q1: 200,893 shares; 2025Q2: 227,290 shares; 2025Q3: 99,735 shares; 2025Q4: 102,361 shares; 2026Q1: 105,628 shares; 2026Q2: 85,066 shares; 2026Q3: 535,280 shares 535,280 $25.4M 1.37% +450,214 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; 2024Q4: 5,118 shares; 2025Q1: 5,121 shares; 2025Q2: 5,163 shares; 2025Q3: 5,173 shares; 2025Q4: 5,349 shares; 2026Q1: 30,430 shares; 2026Q2: 30,994 shares; 2026Q3: 31,937 shares 31,937 $15.9M 0.86% +943 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 119,523 shares; 2025Q1: 111,571 shares; 2025Q2: 110,421 shares; 2025Q3: 107,564 shares; 2025Q4: 106,401 shares; 2026Q1: 95,397 shares; 2026Q2: 95,286 shares; 2026Q3: 94,451 shares 94,451 $15.7M 0.85% -835 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,036 shares; 2026Q1: 45,029 shares; 2026Q2: 46,651 shares; 2026Q3: 46,597 shares 46,597 $15.2M 0.82% -54 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,150 shares; 2025Q1: 35,889 shares; 2025Q2: 31,933 shares; 2025Q3: 30,670 shares; 2025Q4: 37,184 shares; 2026Q1: 36,594 shares; 2026Q2: 41,097 shares; 2026Q3: 44,362 shares 44,362 $14.8M 0.8% +3,265 Timeline INFQ INFLEQTION INC More: the full row for INFLEQTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,914 shares; 2026Q2: 1,074,977 shares; 2026Q3: 1,075,190 shares 1,075,190 $14.5M 0.79% +213 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 234,852 shares; 2025Q1: 245,445 shares; 2025Q2: 245,635 shares; 2025Q3: 245,243 shares; 2025Q4: 244,129 shares; 2026Q1: 244,129 shares; 2026Q2: 244,316 shares; 2026Q3: 244,141 shares 244,141 $13.1M 0.71% -175 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,349 shares; 2025Q1: 52,349 shares; 2025Q2: 54,197 shares; 2025Q3: 30,501 shares; 2025Q4: 30,424 shares; 2026Q1: 30,429 shares; 2026Q2: 30,692 shares; 2026Q3: 30,768 shares 30,768 $12.8M 0.69% +76 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; 2024Q4: 323,179 shares; 2025Q1: 285,959 shares; 2025Q2: 280,672 shares; 2025Q3: 274,592 shares; 2025Q4: 265,657 shares; 2026Q1: 263,382 shares; 2026Q2: 263,198 shares; 2026Q3: 261,558 shares 261,558 $12M 0.65% -1,640 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 92,275 shares; 2025Q1: 92,297 shares; 2025Q2: 92,280 shares; 2025Q3: 92,287 shares; 2025Q4: 92,294 shares; 2026Q1: 92,299 shares; 2026Q2: 84,487 shares; 2026Q3: 101,458 shares 101,458 $11.4M 0.62% +16,971 Timeline GSSC 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; 2024Q4: 158,043 shares; 2025Q1: 146,454 shares; 2025Q2: 143,342 shares; 2025Q3: 140,121 shares; 2025Q4: 136,238 shares; 2026Q1: 135,669 shares; 2026Q2: 129,983 shares; 2026Q3: 129,100 shares 129,100 $11.1M 0.6% -883 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; 2024Q4: 33,086 shares; 2025Q1: 28,676 shares; 2025Q2: 28,595 shares; 2025Q3: 28,103 shares; 2025Q4: 27,632 shares; 2026Q1: 27,288 shares; 2026Q2: 26,889 shares; 2026Q3: 27,249 shares 27,249 $10.2M 0.55% +360 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,140 shares; 2025Q1: 12,290 shares; 2025Q2: 10,224 shares; 2025Q3: 12,965 shares; 2025Q4: 14,412 shares; 2026Q1: 14,838 shares; 2026Q2: 16,780 shares; 2026Q3: 19,258 shares 19,258 $9.88M 0.54% +2,478 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; 2024Q4: 28,856 shares; 2025Q1: 28,894 shares; 2025Q2: 28,800 shares; 2025Q3: 29,103 shares; 2025Q4: 28,907 shares; 2026Q1: 31,024 shares; 2026Q2: 125,462 shares; 2026Q3: 125,730 shares 125,730 $9.86M 0.53% +268 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; 2024Q4: 30,847 shares; 2025Q1: 30,016 shares; 2025Q2: 28,689 shares; 2025Q3: 28,058 shares; 2025Q4: 27,912 shares; 2026Q1: 27,757 shares; 2026Q2: 27,548 shares; 2026Q3: 27,329 shares 27,329 $9.62M 0.52% -219 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 148,995 shares; 2025Q1: 113,714 shares; 2025Q2: 94,265 shares; 2025Q3: 87,789 shares; 2025Q4: 86,999 shares; 2026Q1: 84,263 shares; 2026Q2: 166,527 shares; 2026Q3: 179,586 shares 179,586 $9.49M 0.51% +13,059 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 173,685 shares; 2025Q1: 188,684 shares; 2025Q2: 187,842 shares; 2025Q3: 187,614 shares; 2025Q4: 189,548 shares; 2026Q1: 189,458 shares; 2026Q2: 188,713 shares; 2026Q3: 187,132 shares 187,132 $9.26M 0.5% -1,581 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,157 shares; 2025Q1: 21,019 shares; 2025Q2: 20,799 shares; 2025Q3: 20,729 shares; 2025Q4: 20,840 shares; 2026Q1: 20,707 shares; 2026Q2: 71,253 shares; 2026Q3: 71,556 shares 71,556 $8.96M 0.49% +303 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; 2024Q4: 11,132 shares; 2025Q1: 10,678 shares; 2025Q2: 10,942 shares; 2025Q3: 11,028 shares; 2025Q4: 11,372 shares; 2026Q1: 11,348 shares; 2026Q2: 11,441 shares; 2026Q3: 12,576 shares 12,576 $8.81M 0.48% +1,135 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; 2024Q4: 158,012 shares; 2025Q1: 154,195 shares; 2025Q2: 153,987 shares; 2025Q3: 151,902 shares; 2025Q4: 146,640 shares; 2026Q1: 141,486 shares; 2026Q2: 140,864 shares; 2026Q3: 140,519 shares 140,519 $8.59M 0.47% -345 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; 2024Q4: 22,935 shares; 2025Q1: 25,814 shares; 2025Q2: 23,266 shares; 2025Q3: 25,174 shares; 2025Q4: 27,285 shares; 2026Q1: 26,020 shares; 2026Q2: 29,260 shares; 2026Q3: 33,463 shares 33,463 $8.34M 0.45% +4,203 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; 2024Q4: 8,052 shares; 2025Q1: 7,872 shares; 2025Q2: 7,870 shares; 2025Q3: 10,609 shares; 2025Q4: 10,710 shares; 2026Q1: 10,725 shares; 2026Q2: 10,746 shares; 2026Q3: 10,750 shares 10,750 $8.2M 0.44% +4 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,582 shares; 2025Q1: 12,410 shares; 2025Q2: 7,146 shares; 2025Q3: 8,987 shares; 2025Q4: 17,055 shares; 2026Q1: 15,212 shares; 2026Q2: 24,877 shares; 2026Q3: 34,285 shares 34,285 $7.83M 0.42% +9,408 Timeline SPGP 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; 2024Q4: 64,380 shares; 2025Q1: 72,518 shares; 2025Q2: 71,369 shares; 2025Q3: 71,156 shares; 2025Q4: 70,042 shares; 2026Q1: 69,936 shares; 2026Q2: 69,966 shares; 2026Q3: 62,070 shares 62,070 $7.38M 0.4% -7,896 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 43,840 shares 43,840 $7.13M 0.39% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 131,091 shares; 2025Q1: 134,671 shares; 2025Q2: 133,296 shares; 2025Q3: 132,109 shares; 2025Q4: 131,954 shares; 2026Q1: 131,644 shares; 2026Q2: 130,657 shares; 2026Q3: 91,016 shares 91,016 $7.05M 0.38% -39,641 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; 2024Q4: 105,093 shares; 2025Q1: 104,484 shares; 2025Q2: 104,743 shares; 2025Q3: 107,806 shares; 2025Q4: 109,830 shares; 2026Q1: 117,384 shares; 2026Q2: 117,531 shares; 2026Q3: 117,992 shares 117,992 $7M 0.38% +461 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 239,964 shares; 2025Q1: 209,417 shares; 2025Q2: 191,500 shares; 2025Q3: 187,598 shares; 2025Q4: 182,176 shares; 2026Q1: 175,967 shares; 2026Q2: 167,515 shares; 2026Q3: 166,296 shares 166,296 $6.89M 0.37% -1,219 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 131,013 shares; 2025Q1: 128,406 shares; 2025Q2: 126,334 shares; 2025Q3: 125,185 shares; 2025Q4: 126,018 shares; 2026Q1: 123,188 shares; 2026Q2: 122,747 shares; 2026Q3: 122,933 shares 122,933 $6.87M 0.37% +186 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,106 shares; 2025Q1: 11,451 shares; 2025Q2: 11,451 shares; 2025Q3: 11,252 shares; 2025Q4: 14,854 shares; 2026Q1: 14,956 shares; 2026Q2: 17,312 shares; 2026Q3: 18,718 shares 18,718 $6.38M 0.35% +1,406 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,510 shares; 2025Q1: 39,233 shares; 2025Q2: 37,639 shares; 2025Q3: 35,593 shares; 2025Q4: 34,134 shares; 2026Q1: 32,857 shares; 2026Q2: 31,526 shares; 2026Q3: 31,405 shares 31,405 $6.08M 0.33% -121 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58,606 shares; 2025Q1: 62,473 shares; 2025Q2: 62,487 shares; 2025Q3: 62,501 shares; 2025Q4: 62,516 shares; 2026Q1: 62,528 shares; 2026Q2: 62,541 shares; 2026Q3: 62,554 shares 62,554 $6.08M 0.33% +13 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares; 2026Q3: 8 shares 8 $5.98M 0.32% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,728 shares; 2025Q1: 52,935 shares; 2025Q2: 53,115 shares; 2025Q3: 52,419 shares; 2025Q4: 50,024 shares; 2026Q1: 49,005 shares; 2026Q2: 49,264 shares; 2026Q3: 48,914 shares 48,914 $5.86M 0.32% -350 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,411 shares; 2025Q1: 6,411 shares; 2025Q2: 6,411 shares; 2025Q3: 5,811 shares; 2025Q4: 17,433 shares; 2026Q1: 17,440 shares; 2026Q2: 17,487 shares; 2026Q3: 17,445 shares 17,445 $5.68M 0.31% -42 Timeline JPME 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; 2024Q4: 47,289 shares; 2025Q1: 49,100 shares; 2025Q2: 47,540 shares; 2025Q3: 47,542 shares; 2025Q4: 47,544 shares; 2026Q1: 46,344 shares; 2026Q2: 46,317 shares; 2026Q3: 46,318 shares 46,318 $5.51M 0.3% +1 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 76,914 shares; 2025Q1: 57,722 shares; 2025Q2: 57,650 shares; 2025Q3: 57,608 shares; 2025Q4: 57,225 shares; 2026Q1: 57,219 shares; 2026Q2: 57,012 shares; 2026Q3: 56,332 shares 56,332 $5.49M 0.3% -680 Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,549 shares; 2025Q1: 76,857 shares; 2025Q2: 75,357 shares; 2025Q3: 75,357 shares; 2025Q4: 75,477 shares; 2026Q1: 75,387 shares; 2026Q2: 75,293 shares; 2026Q3: 63,338 shares 63,338 $5.46M 0.3% -11,955 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,511 shares; 2025Q1: 3,526 shares; 2025Q2: 3,527 shares; 2025Q3: 5,516 shares; 2025Q4: 5,517 shares; 2026Q1: 5,555 shares; 2026Q2: 6,263 shares; 2026Q3: 6,703 shares 6,703 $5.43M 0.29% +440 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,272 shares; 2025Q1: 18,272 shares; 2025Q2: 18,272 shares; 2025Q3: 18,272 shares; 2025Q4: 18,272 shares; 2026Q1: 18,272 shares; 2026Q2: 18,272 shares; 2026Q3: 18,272 shares 18,272 $5.26M 0.29% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,388 shares; 2025Q1: 11,268 shares; 2025Q2: 8,234 shares; 2025Q3: 9,490 shares; 2025Q4: 12,563 shares; 2026Q1: 12,243 shares; 2026Q2: 13,171 shares; 2026Q3: 14,656 shares 14,656 $5.04M 0.27% +1,485 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,741 shares; 2025Q1: 19,770 shares; 2025Q2: 19,753 shares; 2025Q3: 19,753 shares; 2025Q4: 19,730 shares; 2026Q1: 19,632 shares; 2026Q2: 19,516 shares; 2026Q3: 20,165 shares 20,165 $5M 0.27% +649 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; 2024Q4: 8,403 shares; 2025Q1: 9,236 shares; 2025Q2: 9,211 shares; 2025Q3: 9,297 shares; 2025Q4: 9,176 shares; 2026Q1: 9,178 shares; 2026Q2: 55,069 shares; 2026Q3: 55,220 shares 55,220 $4.98M 0.27% +151 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78,879 shares; 2025Q1: 93,413 shares; 2025Q2: 86,551 shares; 2025Q3: 85,928 shares; 2025Q4: 85,011 shares; 2026Q1: 84,905 shares; 2026Q2: 83,906 shares; 2026Q3: 66,185 shares 66,185 $4.4M 0.24% -17,721 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 622,352 shares; 2025Q1: 292,239 shares; 2025Q2: 35,662 shares; 2025Q3: 186,416 shares; 2025Q4: 190,137 shares; 2026Q1: 202,688 shares; 2026Q2: 191,594 shares; 2026Q3: 202,042 shares 202,042 $4.32M 0.23% +10,448 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,563 shares; 2025Q1: 15,566 shares; 2025Q2: 15,494 shares; 2025Q3: 15,121 shares; 2025Q4: 15,125 shares; 2026Q1: 15,128 shares; 2026Q2: 15,130 shares; 2026Q3: 15,132 shares 15,132 $4.27M 0.23% +2 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85,495 shares; 2025Q1: 84,226 shares; 2025Q2: 83,713 shares; 2025Q3: 80,161 shares; 2025Q4: 80,359 shares; 2026Q1: 80,222 shares; 2026Q2: 80,306 shares; 2026Q3: 80,306 shares 80,306 $4.23M 0.23% 0 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; 2024Q4: 9,288 shares; 2025Q1: 9,089 shares; 2025Q2: 9,043 shares; 2025Q3: 9,044 shares; 2025Q4: 9,045 shares; 2026Q1: 8,951 shares; 2026Q2: 44,757 shares; 2026Q3: 44,759 shares 44,759 $4.15M 0.22% +2 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 195,359 shares; 2025Q1: 198,790 shares; 2025Q2: 202,375 shares; 2025Q3: 206,170 shares; 2025Q4: 206,297 shares; 2026Q1: 206,401 shares; 2026Q2: 206,730 shares; 2026Q3: 206,845 shares 206,845 $4.09M 0.22% +115 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; 2024Q4: 134,374 shares; 2025Q1: 132,972 shares; 2025Q2: 133,032 shares; 2025Q3: 129,493 shares; 2025Q4: 130,713 shares; 2026Q1: 130,985 shares; 2026Q2: 131,040 shares; 2026Q3: 126,410 shares 126,410 $3.79M 0.21% -4,630 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,793 shares; 2025Q1: 51,378 shares; 2025Q2: 51,474 shares; 2025Q3: 52,707 shares; 2025Q4: 54,204 shares; 2026Q1: 56,916 shares; 2026Q2: 26,847 shares; 2026Q3: 26,494 shares 26,494 $3.6M 0.2% -353 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,120 shares; 2025Q1: 3,218 shares; 2025Q2: 3,503 shares; 2025Q3: 5,603 shares; 2025Q4: 8,402 shares; 2026Q1: 6,924 shares; 2026Q2: 9,340 shares; 2026Q3: 9,818 shares 9,818 $3.45M 0.19% +478 Timeline GEM 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; 2024Q4: 132,038 shares; 2025Q1: 82,002 shares; 2025Q2: 78,368 shares; 2025Q3: 77,166 shares; 2025Q4: 73,679 shares; 2026Q1: 68,385 shares; 2026Q2: 66,833 shares; 2026Q3: 66,956 shares 66,956 $3.42M 0.19% +123 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,036 shares; 2025Q1: 10,791 shares; 2025Q2: 10,600 shares; 2025Q3: 10,561 shares; 2025Q4: 16,844 shares; 2026Q1: 21,601 shares; 2026Q2: 106,530 shares; 2026Q3: 118,814 shares 118,814 $3.32M 0.18% +12,284 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,409 shares; 2025Q1: 9,411 shares; 2025Q2: 9,411 shares; 2025Q3: 9,411 shares; 2025Q4: 9,411 shares; 2026Q1: 9,510 shares; 2026Q2: 9,510 shares; 2026Q3: 9,510 shares 9,510 $3.19M 0.17% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,773 shares; 2025Q1: 24,257 shares; 2025Q2: 7,488 shares; 2025Q3: 18,978 shares; 2025Q4: 37,189 shares; 2026Q1: 39,863 shares; 2026Q2: 39,967 shares; 2026Q3: 31,391 shares 31,391 $3.16M 0.17% -8,576 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 45,749 shares; 2026Q3: 46,106 shares 46,106 $3.05M 0.17% +357 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; 2024Q4: 18,444 shares; 2025Q1: 13,218 shares; 2025Q2: 9,843 shares; 2025Q3: 9,298 shares; 2025Q4: 8,770 shares; 2026Q1: 7,448 shares; 2026Q2: 8,355 shares; 2026Q3: 9,147 shares 9,147 $3.03M 0.16% +792 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 151,966 shares; 2025Q1: 164,441 shares; 2025Q2: 106,158 shares; 2025Q3: 107,566 shares; 2025Q4: 110,444 shares; 2026Q1: 110,444 shares; 2026Q2: 102,408 shares; 2026Q3: 104,096 shares 104,096 $2.86M 0.16% +1,688 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,661 shares; 2025Q3: 1,663 shares; 2025Q4: 1,698 shares; 2026Q1: 2,255 shares; 2026Q2: 2,269 shares; 2026Q3: 2,598 shares 2,598 $2.77M 0.15% +329 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; 2024Q4: 21,618 shares; 2025Q1: 20,938 shares; 2025Q2: 20,273 shares; 2025Q3: 19,241 shares; 2025Q4: 17,633 shares; 2026Q1: 18,867 shares; 2026Q2: 18,352 shares; 2026Q3: 17,597 shares 17,597 $2.73M 0.15% -755 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,878 shares; 2025Q1: 6,205 shares; 2025Q2: 6,113 shares; 2025Q3: 5,871 shares; 2025Q4: 5,586 shares; 2026Q1: 5,549 shares; 2026Q2: 33,374 shares; 2026Q3: 31,873 shares 31,873 $2.72M 0.15% -1,501 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; 2024Q4: 538 shares; 2025Q1: 560 shares; 2025Q2: 506 shares; 2025Q3: 1,098 shares; 2025Q4: 1,395 shares; 2026Q1: 1,485 shares; 2026Q2: 2,155 shares; 2026Q3: 2,217 shares 2,217 $2.57M 0.14% +62 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,580 shares; 2025Q1: 5,515 shares; 2025Q2: 4,925 shares; 2025Q3: 4,928 shares; 2025Q4: 19,209 shares; 2026Q1: 21,074 shares; 2026Q2: 20,890 shares; 2026Q3: 23,213 shares 23,213 $2.43M 0.13% +2,323 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; 2024Q4: 636 shares; 2025Q1: 894 shares; 2025Q2: 744 shares; 2025Q3: 896 shares; 2025Q4: 1,181 shares; 2026Q1: 925 shares; 2026Q2: 2,027 shares; 2026Q3: 3,234 shares 3,234 $2.35M 0.13% +1,207 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,398 shares; 2025Q1: 32,266 shares; 2025Q2: 31,505 shares; 2025Q3: 30,521 shares; 2025Q4: 29,262 shares; 2026Q1: 28,159 shares; 2026Q2: 28,046 shares; 2026Q3: 28,446 shares 28,446 $2.31M 0.13% +400 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; 2024Q4: 5,311 shares; 2025Q1: 5,184 shares; 2025Q2: 5,192 shares; 2025Q3: 5,198 shares; 2025Q4: 10,410 shares; 2026Q1: 10,729 shares; 2026Q2: 11,835 shares; 2026Q3: 11,763 shares 11,763 $2.3M 0.12% -72 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,540 shares; 2025Q1: 5,515 shares; 2025Q2: 5,085 shares; 2025Q3: 5,645 shares; 2025Q4: 8,219 shares; 2026Q1: 8,409 shares; 2026Q2: 8,399 shares; 2026Q3: 8,522 shares 8,522 $2.26M 0.12% +123 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 511 shares; 2025Q1: 1,692 shares; 2025Q2: 1,164 shares; 2025Q3: 1,335 shares; 2025Q4: 6,047 shares; 2026Q1: 6,429 shares; 2026Q2: 6,183 shares; 2026Q3: 6,152 shares 6,152 $2.18M 0.12% -31 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,032 shares; 2025Q1: 7,212 shares; 2025Q2: 6,660 shares; 2025Q3: 5,697 shares; 2025Q4: 6,062 shares; 2026Q1: 5,971 shares; 2026Q2: 7,875 shares; 2026Q3: 10,549 shares 10,549 $2.15M 0.12% +2,674 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 122,360 shares; 2025Q1: 68,100 shares; 2025Q2: 61,173 shares; 2025Q3: 59,091 shares; 2025Q4: 56,432 shares; 2026Q1: 56,140 shares; 2026Q2: 54,751 shares; 2026Q3: 54,359 shares 54,359 $2.14M 0.12% -392 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,545 shares; 2025Q1: 4,352 shares; 2025Q2: 4,313 shares; 2025Q3: 4,039 shares; 2025Q4: 4,745 shares; 2026Q1: 4,546 shares; 2026Q2: 5,595 shares; 2026Q3: 5,790 shares 5,790 $2.08M 0.11% +195 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,555 shares; 2025Q1: 3,739 shares; 2025Q2: 3,354 shares; 2025Q3: 5,005 shares; 2025Q4: 7,370 shares; 2026Q1: 6,596 shares; 2026Q2: 6,582 shares; 2026Q3: 7,416 shares 7,416 $1.94M 0.11% +834 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,541 shares; 2025Q1: 3,506 shares; 2025Q2: 3,513 shares; 2025Q3: 3,525 shares; 2025Q4: 3,627 shares; 2026Q1: 3,602 shares; 2026Q2: 3,879 shares; 2026Q3: 4,448 shares 4,448 $1.93M 0.1% +569 Timeline IDHQ 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; 2024Q4: 53,371 shares; 2025Q1: 53,371 shares; 2025Q2: 53,296 shares; 2025Q3: 44,740 shares; 2025Q4: 45,698 shares; 2026Q1: 45,703 shares; 2026Q2: 44,753 shares; 2026Q3: 44,415 shares 44,415 $1.92M 0.1% -338 Timeline FDL 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; 2024Q4: 40,772 shares; 2025Q1: 39,673 shares; 2025Q2: 39,047 shares; 2025Q3: 37,604 shares; 2025Q4: 37,659 shares; 2026Q1: 37,649 shares; 2026Q2: 37,431 shares; 2026Q3: 37,374 shares 37,374 $1.84M 0.1% -57 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; 2024Q4: 4,859 shares; 2025Q1: 4,013 shares; 2025Q2: 3,803 shares; 2025Q3: 5,075 shares; 2025Q4: 5,522 shares; 2026Q1: 5,107 shares; 2026Q2: 6,108 shares; 2026Q3: 6,238 shares 6,238 $1.77M 0.1% +130 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; 2024Q4: 13,999 shares; 2025Q1: 13,999 shares; 2025Q2: 13,999 shares; 2025Q3: 13,999 shares; 2025Q4: 13,999 shares; 2026Q1: 13,999 shares; 2026Q2: 13,999 shares; 2026Q3: 16,194 shares 16,194 $1.76M 0.1% +2,195 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,294 shares; 2025Q1: 16,230 shares; 2025Q2: 15,730 shares; 2025Q3: 15,731 shares; 2025Q4: 15,731 shares; 2026Q1: 15,731 shares; 2026Q2: 16,082 shares; 2026Q3: 15,731 shares 15,731 $1.71M 0.09% -351 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; 2024Q4: 757 shares; 2025Q1: 777 shares; 2025Q2: 772 shares; 2025Q3: 779 shares; 2025Q4: 811 shares; 2026Q1: 831 shares; 2026Q2: 1,434 shares; 2026Q3: 1,886 shares 1,886 $1.7M 0.09% +452 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; 2024Q4: 4,137 shares; 2025Q1: 4,257 shares; 2025Q2: 4,322 shares; 2025Q3: 4,113 shares; 2025Q4: 3,509 shares; 2026Q1: 3,544 shares; 2026Q2: 3,229 shares; 2026Q3: 3,517 shares 3,517 $1.6M 0.09% +288 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,083 shares; 2025Q1: 46,226 shares; 2025Q2: 46,233 shares; 2025Q3: 46,973 shares; 2025Q4: 46,968 shares; 2026Q1: 47,000 shares; 2026Q2: 47,038 shares; 2026Q3: 47,087 shares 47,087 $1.6M 0.09% +49 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,939 shares; 2025Q1: 9,747 shares; 2025Q2: 9,957 shares; 2025Q3: 11,611 shares; 2025Q4: 12,547 shares; 2026Q1: 12,567 shares; 2026Q2: 14,654 shares; 2026Q3: 15,144 shares 15,144 $1.57M 0.09% +490 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,777 shares; 2025Q1: 30,777 shares; 2025Q2: 30,777 shares; 2025Q3: 30,777 shares; 2025Q4: 30,777 shares; 2026Q1: 30,777 shares; 2026Q2: 30,777 shares; 2026Q3: 30,777 shares 30,777 $1.53M 0.08% 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; 2024Q4: 6,505 shares; 2025Q1: 5,852 shares; 2025Q2: 5,967 shares; 2025Q3: 6,359 shares; 2025Q4: 6,776 shares; 2026Q1: 6,795 shares; 2026Q2: 7,071 shares; 2026Q3: 7,639 shares 7,639 $1.46M 0.08% +568 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,184 shares; 2025Q1: 8,969 shares; 2025Q2: 8,975 shares; 2025Q3: 8,896 shares; 2025Q4: 9,716 shares; 2026Q1: 9,073 shares; 2026Q2: 9,074 shares; 2026Q3: 9,236 shares 9,236 $1.41M 0.08% +162 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; 2024Q4: 747 shares; 2025Q1: 773 shares; 2025Q2: 760 shares; 2025Q3: 778 shares; 2025Q4: 879 shares; 2026Q1: 741 shares; 2026Q2: 741 shares; 2026Q3: 777 shares 777 $1.41M 0.08% +36 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,584 shares; 2025Q1: 1,523 shares; 2025Q2: 1,390 shares; 2025Q3: 5,388 shares; 2025Q4: 5,782 shares; 2026Q1: 5,384 shares; 2026Q2: 5,670 shares; 2026Q3: 5,830 shares 5,830 $1.4M 0.08% +160 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,453 shares; 2025Q1: 29,379 shares; 2025Q2: 29,616 shares; 2025Q3: 29,226 shares; 2025Q4: 29,435 shares; 2026Q1: 29,437 shares; 2026Q2: 29,882 shares; 2026Q3: 30,544 shares 30,544 $1.39M 0.08% +662 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,745 shares; 2025Q1: 14,581 shares; 2025Q2: 14,128 shares; 2025Q3: 12,977 shares; 2025Q4: 12,943 shares; 2026Q1: 12,658 shares; 2026Q2: 12,639 shares; 2026Q3: 12,494 shares 12,494 $1.38M 0.07% -145 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,535 shares; 2025Q1: 5,494 shares; 2025Q2: 5,280 shares; 2025Q3: 4,980 shares; 2025Q4: 4,963 shares; 2026Q1: 4,959 shares; 2026Q2: 4,950 shares; 2026Q3: 4,944 shares 4,944 $1.37M 0.07% -6 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,746 shares; 2025Q1: 1,796 shares; 2025Q2: 1,773 shares; 2025Q3: 2,928 shares; 2025Q4: 3,098 shares; 2026Q1: 4,168 shares; 2026Q2: 6,202 shares; 2026Q3: 5,924 shares 5,924 $1.37M 0.07% -278 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; 2024Q4: 4,204 shares; 2025Q1: 4,231 shares; 2025Q2: 4,194 shares; 2025Q3: 6,839 shares; 2025Q4: 6,970 shares; 2026Q1: 7,911 shares; 2026Q2: 8,909 shares; 2026Q3: 9,261 shares 9,261 $1.35M 0.07% +352 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,274 shares; 2025Q4: 1,274 shares; 2026Q1: 3,681 shares; 2026Q2: 6,082 shares; 2026Q3: 6,949 shares 6,949 $1.29M 0.07% +867 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,600 shares; 2025Q1: 8,602 shares; 2025Q2: 8,602 shares; 2025Q3: 8,602 shares; 2025Q4: 8,602 shares; 2026Q1: 8,602 shares; 2026Q2: 9,341 shares; 2026Q3: 10,617 shares 10,617 $1.23M 0.07% +1,276 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,697 shares; 2025Q1: 4,536 shares; 2025Q2: 3,872 shares; 2025Q3: 3,899 shares; 2025Q4: 4,828 shares; 2026Q1: 4,322 shares; 2026Q2: 5,006 shares; 2026Q3: 8,870 shares 8,870 $1.22M 0.07% +3,864 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; 2024Q4: 8,782 shares; 2025Q1: 8,782 shares; 2025Q2: 9,089 shares; 2025Q3: 9,621 shares; 2025Q4: 9,892 shares; 2026Q1: 9,587 shares; 2026Q2: 12,801 shares; 2026Q3: 15,143 shares 15,143 $1.21M 0.07% +2,342 Timeline EQL ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,384 shares; 2025Q1: 9,384 shares; 2025Q2: 28,152 shares; 2025Q3: 28,152 shares; 2025Q4: 28,152 shares; 2026Q1: 28,152 shares; 2026Q2: 28,152 shares; 2026Q3: 23,991 shares 23,991 $1.2M 0.07% -4,161 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; 2024Q4: 550 shares; 2025Q1: 459 shares; 2025Q2: 472 shares; 2025Q3: 468 shares; 2025Q4: 559 shares; 2026Q1: 855 shares; 2026Q2: 1,249 shares; 2026Q3: 1,292 shares 1,292 $1.18M 0.06% +43 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,999 shares; 2025Q1: 21,891 shares; 2025Q2: 20,296 shares; 2025Q3: 21,139 shares; 2025Q4: 21,358 shares; 2026Q1: 22,975 shares; 2026Q2: 23,827 shares; 2026Q3: 41,203 shares 41,203 $1.18M 0.06% +17,376 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; 2024Q4: 26,764 shares; 2025Q1: 26,767 shares; 2025Q2: 26,764 shares; 2025Q3: 26,841 shares; 2025Q4: 26,841 shares; 2026Q1: 26,854 shares; 2026Q2: 27,036 shares; 2026Q3: 28,033 shares 28,033 $1.17M 0.06% +997 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,333 shares; 2025Q1: 1,112 shares; 2025Q2: 1,110 shares; 2025Q3: 1,568 shares; 2025Q4: 1,584 shares; 2026Q1: 1,579 shares; 2026Q2: 1,678 shares; 2026Q3: 1,683 shares 1,683 $1.13M 0.06% +5 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; 2024Q4: 89,968 shares; 2025Q1: 81,367 shares; 2025Q2: 74,766 shares; 2025Q3: 72,326 shares; 2025Q4: 64,802 shares; 2026Q1: 38,908 shares; 2026Q2: 36,621 shares; 2026Q3: 24,909 shares 24,909 $1.11M 0.06% -11,712 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,000 shares; 2025Q1: 4,002 shares; 2025Q2: 4,005 shares; 2025Q3: 4,022 shares; 2025Q4: 4,022 shares; 2026Q1: 4,156 shares; 2026Q2: 5,416 shares; 2026Q3: 7,528 shares 7,528 $1.09M 0.06% +2,112 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 398 shares; 2025Q3: 1,558 shares; 2025Q4: 1,472 shares; 2026Q1: 1,449 shares; 2026Q2: 1,449 shares; 2026Q3: 1,449 shares 1,449 $1.07M 0.06% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 954 shares; 2026Q1: 1,005 shares; 2026Q2: 1,173 shares; 2026Q3: 1,717 shares 1,717 $1.05M 0.06% +544 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; 2024Q4: 5,704 shares; 2025Q1: 4,877 shares; 2025Q2: 4,570 shares; 2025Q3: 5,903 shares; 2025Q4: 7,094 shares; 2026Q1: 6,719 shares; 2026Q2: 6,764 shares; 2026Q3: 7,048 shares 7,048 $1.02M 0.06% +284 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,751 shares; 2025Q1: 4,751 shares; 2025Q2: 23,436 shares; 2025Q3: 23,439 shares; 2025Q4: 23,443 shares; 2026Q1: 23,445 shares; 2026Q2: 23,448 shares; 2026Q3: 23,452 shares 23,452 $1M 0.05% +4 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 845 shares; 2025Q4: 1,054 shares; 2026Q1: 2,528 shares; 2026Q2: 2,598 shares; 2026Q3: 3,201 shares 3,201 $1000K 0.05% +603 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,735 shares; 2025Q1: 24,371 shares; 2025Q2: 24,302 shares; 2025Q3: 15,456 shares; 2025Q4: 15,536 shares; 2026Q1: 15,545 shares; 2026Q2: 14,218 shares; 2026Q3: 13,791 shares 13,791 $992K 0.05% -427 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; 2024Q4: 2,698 shares; 2025Q1: 2,724 shares; 2025Q2: 2,734 shares; 2025Q3: 1,656 shares; 2025Q4: 1,992 shares; 2026Q1: not reported; 2026Q2: 1,736 shares; 2026Q3: 2,497 shares 2,497 $992K 0.05% +761 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,810 shares; 2025Q1: 2,026 shares; 2025Q2: 1,858 shares; 2025Q3: 1,858 shares; 2025Q4: not reported; 2026Q1: 6,710 shares; 2026Q2: 7,030 shares; 2026Q3: 7,091 shares 7,091 $977K 0.05% +61 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,327 shares; 2025Q1: 2,367 shares; 2025Q2: 2,327 shares; 2025Q3: 2,327 shares; 2025Q4: 2,430 shares; 2026Q1: 5,744 shares; 2026Q2: 5,744 shares; 2026Q3: 5,744 shares 5,744 $976K 0.05% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,159 shares; 2025Q4: 9,221 shares; 2026Q1: not reported; 2026Q2: 2,651 shares; 2026Q3: 8,067 shares 8,067 $970K 0.05% +5,416 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,270 shares; 2025Q1: 1,241 shares; 2025Q2: 1,258 shares; 2025Q3: 1,091 shares; 2025Q4: 1,418 shares; 2026Q1: 1,372 shares; 2026Q2: 1,415 shares; 2026Q3: 1,403 shares 1,403 $947K 0.05% -12 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,676 shares; 2025Q1: 4,240 shares; 2025Q2: 4,338 shares; 2025Q3: 4,238 shares; 2025Q4: 4,276 shares; 2026Q1: 4,782 shares; 2026Q2: 4,651 shares; 2026Q3: 4,616 shares 4,616 $940K 0.05% -35 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,909 shares; 2025Q1: 1,909 shares; 2025Q2: 1,919 shares; 2025Q3: 1,919 shares; 2025Q4: 2,248 shares; 2026Q1: 1,948 shares; 2026Q2: 1,950 shares; 2026Q3: 1,948 shares 1,948 $935K 0.05% -2 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,831 shares; 2025Q1: 5,831 shares; 2025Q2: 5,878 shares; 2025Q3: 5,893 shares; 2025Q4: 5,906 shares; 2026Q1: 6,153 shares; 2026Q2: 6,153 shares; 2026Q3: 6,153 shares 6,153 $877K 0.05% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,337 shares; 2026Q1: 6,161 shares; 2026Q2: 5,830 shares; 2026Q3: 5,704 shares 5,704 $877K 0.05% -126 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,601 shares; 2025Q1: 3,401 shares; 2025Q2: 3,426 shares; 2025Q3: 3,427 shares; 2025Q4: 3,669 shares; 2026Q1: 3,407 shares; 2026Q2: 3,433 shares; 2026Q3: 3,365 shares 3,365 $877K 0.05% -68 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,185 shares; 2025Q1: 27,981 shares; 2025Q2: 26,936 shares; 2025Q3: 26,666 shares; 2025Q4: 24,991 shares; 2026Q1: 24,860 shares; 2026Q2: 24,860 shares; 2026Q3: 21,008 shares 21,008 $872K 0.05% -3,852 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,967 shares; 2025Q1: 11,514 shares; 2025Q2: 11,514 shares; 2025Q3: 11,224 shares; 2025Q4: 17,457 shares; 2026Q1: 17,513 shares; 2026Q2: 21,232 shares; 2026Q3: 20,673 shares 20,673 $872K 0.05% -559 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; 2024Q4: 4,185 shares; 2025Q1: 3,919 shares; 2025Q2: 3,919 shares; 2025Q3: 3,919 shares; 2025Q4: 3,919 shares; 2026Q1: 3,919 shares; 2026Q2: 3,919 shares; 2026Q3: 4,006 shares 4,006 $866K 0.05% +87 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,059 shares; 2025Q1: 4,289 shares; 2025Q2: 3,486 shares; 2025Q3: 4,090 shares; 2025Q4: 5,035 shares; 2026Q1: 3,707 shares; 2026Q2: 5,937 shares; 2026Q3: 8,757 shares 8,757 $865K 0.05% +2,820 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 517 shares; 2026Q2: 596 shares; 2026Q3: 908 shares 908 $863K 0.05% +312 Timeline XMLV 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; 2024Q4: 16,405 shares; 2025Q1: 16,428 shares; 2025Q2: 15,551 shares; 2025Q3: 15,573 shares; 2025Q4: 15,595 shares; 2026Q1: 15,225 shares; 2026Q2: 14,280 shares; 2026Q3: 13,220 shares 13,220 $832K 0.05% -1,060 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; 2024Q4: 2,767 shares; 2025Q1: 2,435 shares; 2025Q2: 2,436 shares; 2025Q3: 2,446 shares; 2025Q4: 2,468 shares; 2026Q1: 2,472 shares; 2026Q2: 2,497 shares; 2026Q3: 2,668 shares 2,668 $824K 0.04% +171 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,389 shares; 2025Q1: 12,244 shares; 2025Q2: 36,170 shares; 2025Q3: 34,713 shares; 2025Q4: 34,740 shares; 2026Q1: 34,754 shares; 2026Q2: 34,775 shares; 2026Q3: 34,734 shares 34,734 $815K 0.04% -41 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,022 shares; 2025Q1: 2,028 shares; 2025Q2: 1,863 shares; 2025Q3: 3,318 shares; 2025Q4: 3,678 shares; 2026Q1: 3,635 shares; 2026Q2: 3,706 shares; 2026Q3: 4,424 shares 4,424 $814K 0.04% +718 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,891 shares; 2025Q1: 5,939 shares; 2025Q2: 6,060 shares; 2025Q3: 6,125 shares; 2025Q4: 8,376 shares; 2026Q1: 8,432 shares; 2026Q2: 8,504 shares; 2026Q3: 8,565 shares 8,565 $814K 0.04% +61 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,096 shares; 2025Q1: 9,096 shares; 2025Q2: 9,096 shares; 2025Q3: 9,096 shares; 2025Q4: 9,096 shares; 2026Q1: 8,903 shares; 2026Q2: 8,903 shares; 2026Q3: 8,903 shares 8,903 $809K 0.04% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,408 shares; 2026Q1: not reported; 2026Q2: 8,777 shares; 2026Q3: 14,661 shares 14,661 $798K 0.04% +5,884 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,692 shares; 2026Q3: 3,107 shares 3,107 $793K 0.04% +1,415 Timeline XLRE 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; 2024Q4: 17,922 shares; 2025Q1: 17,922 shares; 2025Q2: 17,922 shares; 2025Q3: 17,922 shares; 2025Q4: 17,922 shares; 2026Q1: 18,288 shares; 2026Q2: 19,593 shares; 2026Q3: 19,124 shares 19,124 $782K 0.04% -469 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,273 shares; 2025Q1: 4,273 shares; 2025Q2: 4,274 shares; 2025Q3: 4,274 shares; 2025Q4: 4,411 shares; 2026Q1: 4,791 shares; 2026Q2: 5,307 shares; 2026Q3: 5,668 shares 5,668 $778K 0.04% +361 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,844 shares; 2025Q1: 5,922 shares; 2025Q2: 5,922 shares; 2025Q3: 23,487 shares; 2025Q4: 23,487 shares; 2026Q1: 23,819 shares; 2026Q2: 23,782 shares; 2026Q3: 24,264 shares 24,264 $770K 0.04% +482 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; 2024Q4: 993 shares; 2025Q1: 999 shares; 2025Q2: 1,031 shares; 2025Q3: 1,054 shares; 2025Q4: 891 shares; 2026Q1: 901 shares; 2026Q2: 952 shares; 2026Q3: 1,932 shares 1,932 $766K 0.04% +980 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 893 shares; 2026Q3: 3,172 shares 3,172 $753K 0.04% +2,279 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 407 shares; 2026Q1: 323 shares; 2026Q2: 3,494 shares; 2026Q3: 3,852 shares 3,852 $751K 0.04% +358 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,056 shares; 2025Q1: 2,061 shares; 2025Q2: 2,071 shares; 2025Q3: 1,762 shares; 2025Q4: 1,747 shares; 2026Q1: 1,751 shares; 2026Q2: 1,782 shares; 2026Q3: 1,890 shares 1,890 $747K 0.04% +108 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,115 shares; 2025Q1: 3,776 shares; 2025Q2: 3,946 shares; 2025Q3: 3,948 shares; 2025Q4: 3,643 shares; 2026Q1: 3,968 shares; 2026Q2: 3,713 shares; 2026Q3: 3,969 shares 3,969 $733K 0.04% +256 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,040 shares; 2026Q3: 1,716 shares 1,716 $723K 0.04% +676 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,971 shares; 2026Q1: 22,532 shares; 2026Q2: 22,161 shares; 2026Q3: 21,981 shares 21,981 $715K 0.04% -180 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,000 shares; 2025Q1: 14,006 shares; 2025Q2: 14,039 shares; 2025Q3: 13,625 shares; 2025Q4: 14,348 shares; 2026Q1: 21,530 shares; 2026Q2: 23,428 shares; 2026Q3: 23,197 shares 23,197 $699K 0.04% -231 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,420 shares; 2026Q3: 3,906 shares 3,906 $698K 0.04% +2,486 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; 2024Q4: 14,862 shares; 2025Q1: 14,767 shares; 2025Q2: 15,402 shares; 2025Q3: 15,442 shares; 2025Q4: 14,910 shares; 2026Q1: 20,880 shares; 2026Q2: 19,397 shares; 2026Q3: 28,377 shares 28,377 $692K 0.04% +8,980 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; 2024Q4: 2,443 shares; 2025Q1: 2,385 shares; 2025Q2: 2,385 shares; 2025Q3: 2,385 shares; 2025Q4: 2,360 shares; 2026Q1: 2,360 shares; 2026Q2: 2,360 shares; 2026Q3: 2,410 shares 2,410 $686K 0.04% +50 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,476 shares; 2026Q3: 5,202 shares 5,202 $674K 0.04% +3,726 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,132 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,479 shares; 2026Q2: 5,218 shares; 2026Q3: 5,282 shares 5,282 $661K 0.04% +64 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,867 shares; 2026Q3: 3,414 shares 3,414 $659K 0.04% +1,547 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 775 shares; 2025Q4: 775 shares; 2026Q1: 1,150 shares; 2026Q2: 2,027 shares; 2026Q3: 2,950 shares 2,950 $649K 0.04% +923 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; 2024Q4: 2,084 shares; 2025Q1: 2,238 shares; 2025Q2: 2,096 shares; 2025Q3: 2,051 shares; 2025Q4: 2,216 shares; 2026Q1: 2,219 shares; 2026Q2: 2,272 shares; 2026Q3: 2,384 shares 2,384 $649K 0.04% +112 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,102 shares; 2025Q1: 6,110 shares; 2025Q2: 5,763 shares; 2025Q3: 5,189 shares; 2025Q4: 5,138 shares; 2026Q1: 5,195 shares; 2026Q2: 4,883 shares; 2026Q3: 6,351 shares 6,351 $642K 0.03% +1,468 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,910 shares; 2025Q1: 8,216 shares; 2025Q2: 7,668 shares; 2025Q3: 7,499 shares; 2025Q4: 7,521 shares; 2026Q1: 7,426 shares; 2026Q2: 7,018 shares; 2026Q3: 7,018 shares 7,018 $639K 0.03% 0 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; 2024Q4: 5,708 shares; 2025Q1: 5,913 shares; 2025Q2: 6,115 shares; 2025Q3: 6,201 shares; 2025Q4: 8,180 shares; 2026Q1: 6,811 shares; 2026Q2: 7,070 shares; 2026Q3: 7,391 shares 7,391 $636K 0.03% +321 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,274 shares; 2026Q2: 6,635 shares; 2026Q3: 9,019 shares 9,019 $631K 0.03% +2,384 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,400 shares 11,400 $631K 0.03% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,279 shares; 2026Q3: 3,908 shares 3,908 $628K 0.03% +1,629 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 877 shares; 2026Q3: 2,220 shares 2,220 $626K 0.03% +1,343 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; 2024Q4: 2,114 shares; 2025Q1: 2,118 shares; 2025Q2: 2,260 shares; 2025Q3: 2,260 shares; 2025Q4: 2,344 shares; 2026Q1: 2,843 shares; 2026Q2: 3,547 shares; 2026Q3: 5,909 shares 5,909 $620K 0.03% +2,362 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,850 shares; 2025Q1: 1,840 shares; 2025Q2: 1,857 shares; 2025Q3: 1,860 shares; 2025Q4: 2,510 shares; 2026Q1: 2,127 shares; 2026Q2: 2,919 shares; 2026Q3: 2,794 shares 2,794 $619K 0.03% -125 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,628 shares; 2025Q1: 23,683 shares; 2025Q2: 23,977 shares; 2025Q3: 23,202 shares; 2025Q4: 22,954 shares; 2026Q1: 23,002 shares; 2026Q2: 23,048 shares; 2026Q3: 5,788 shares 5,788 $618K 0.03% -17,260 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,298 shares; 2025Q1: 16,298 shares; 2025Q2: 16,298 shares; 2025Q3: 16,298 shares; 2025Q4: 16,298 shares; 2026Q1: 16,298 shares; 2026Q2: 16,298 shares; 2026Q3: 16,298 shares 16,298 $613K 0.03% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 956 shares; 2026Q1: 919 shares; 2026Q2: 1,058 shares; 2026Q3: 1,181 shares 1,181 $610K 0.03% +123 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,704 shares 3,704 $606K 0.03% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,443 shares 2,443 $605K 0.03% new Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,368 shares 3,368 $604K 0.03% new Timeline JMST 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; 2024Q4: 38,132 shares; 2025Q1: 41,685 shares; 2025Q2: 37,046 shares; 2025Q3: 35,946 shares; 2025Q4: 35,946 shares; 2026Q1: 31,538 shares; 2026Q2: 31,538 shares; 2026Q3: 11,942 shares 11,942 $604K 0.03% -19,596 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,832 shares; 2025Q4: 3,860 shares; 2026Q1: 8,032 shares; 2026Q2: 8,936 shares; 2026Q3: 8,873 shares 8,873 $603K 0.03% -63 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,646 shares; 2025Q4: 4,798 shares; 2026Q1: 4,984 shares; 2026Q2: 5,277 shares; 2026Q3: 5,601 shares 5,601 $603K 0.03% +324 Timeline PRF 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; 2024Q4: not reported; 2025Q1: 10,854 shares; 2025Q2: 10,913 shares; 2025Q3: 10,913 shares; 2025Q4: 10,913 shares; 2026Q1: 10,913 shares; 2026Q2: 10,913 shares; 2026Q3: 10,913 shares 10,913 $594K 0.03% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 856 shares; 2026Q2: 1,204 shares; 2026Q3: 1,505 shares 1,505 $584K 0.03% +301 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,908 shares 3,908 $582K 0.03% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,651 shares; 2025Q1: 1,600 shares; 2025Q2: 1,590 shares; 2025Q3: 1,743 shares; 2025Q4: 2,017 shares; 2026Q1: 1,561 shares; 2026Q2: 2,184 shares; 2026Q3: 2,252 shares 2,252 $581K 0.03% +68 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,371 shares; 2026Q1: 33,439 shares; 2026Q2: 33,726 shares; 2026Q3: 37,693 shares 37,693 $575K 0.03% +3,967 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,308 shares; 2025Q1: 4,308 shares; 2025Q2: 4,461 shares; 2025Q3: 4,461 shares; 2025Q4: 4,507 shares; 2026Q1: 4,632 shares; 2026Q2: 4,658 shares; 2026Q3: 4,682 shares 4,682 $570K 0.03% +24 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,006 shares; 2026Q3: 1,977 shares 1,977 $567K 0.03% +971 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 359 shares; 2026Q3: 534 shares 534 $565K 0.03% +175 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,394 shares; 2025Q1: 6,394 shares; 2025Q2: 6,395 shares; 2025Q3: 7,362 shares; 2025Q4: 6,397 shares; 2026Q1: 6,399 shares; 2026Q2: 6,720 shares; 2026Q3: 6,721 shares 6,721 $565K 0.03% +1 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,647 shares 2,647 $559K 0.03% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,061 shares; 2026Q1: 8,019 shares; 2026Q2: 8,763 shares; 2026Q3: 8,826 shares 8,826 $536K 0.03% +63 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 754 shares; 2026Q3: 995 shares 995 $535K 0.03% +241 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,114 shares 12,114 $529K 0.03% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,366 shares 3,366 $527K 0.03% new Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,750 shares; 2025Q1: 8,750 shares; 2025Q2: 8,763 shares; 2025Q3: 8,763 shares; 2025Q4: 10,263 shares; 2026Q1: 8,759 shares; 2026Q2: 8,970 shares; 2026Q3: 9,194 shares 9,194 $525K 0.03% +224 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,097 shares 1,097 $521K 0.03% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,076 shares; 2025Q1: 4,079 shares; 2025Q2: 4,079 shares; 2025Q3: 4,079 shares; 2025Q4: 4,079 shares; 2026Q1: 4,206 shares; 2026Q2: 5,590 shares; 2026Q3: 8,872 shares 8,872 $520K 0.03% +3,282 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 780 shares; 2026Q3: 801 shares 801 $515K 0.03% +21 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,282 shares; 2025Q3: 3,276 shares; 2025Q4: 3,276 shares; 2026Q1: 3,280 shares; 2026Q2: 3,263 shares; 2026Q3: 3,346 shares 3,346 $512K 0.03% +83 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,900 shares; 2025Q1: 1,846 shares; 2025Q2: 1,858 shares; 2025Q3: 1,958 shares; 2025Q4: 1,999 shares; 2026Q1: 2,002 shares; 2026Q2: 1,986 shares; 2026Q3: 1,944 shares 1,944 $509K 0.03% -42 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,737 shares; 2025Q1: 10,742 shares; 2025Q2: 10,737 shares; 2025Q3: 10,737 shares; 2025Q4: 10,641 shares; 2026Q1: 10,641 shares; 2026Q2: 10,887 shares; 2026Q3: 10,431 shares 10,431 $508K 0.03% -456 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,616 shares; 2026Q3: 2,388 shares 2,388 $504K 0.03% +772 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 680 shares; 2026Q2: 750 shares; 2026Q3: 984 shares 984 $503K 0.03% +234 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,219 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,819 shares 9,819 $503K 0.03% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,257 shares; 2025Q1: 1,257 shares; 2025Q2: 1,245 shares; 2025Q3: 1,245 shares; 2025Q4: 1,467 shares; 2026Q1: 1,219 shares; 2026Q2: 1,181 shares; 2026Q3: 1,149 shares 1,149 $500K 0.03% -32 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,684 shares; 2025Q1: 1,688 shares; 2025Q2: 1,615 shares; 2025Q3: 1,619 shares; 2025Q4: 1,623 shares; 2026Q1: 1,626 shares; 2026Q2: 1,151 shares; 2026Q3: 1,154 shares 1,154 $498K 0.03% +3 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,899 shares; 2026Q2: 2,927 shares; 2026Q3: 3,329 shares 3,329 $495K 0.03% +402 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,419 shares 1,419 $493K 0.03% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,172 shares; 2026Q1: not reported; 2026Q2: 2,427 shares; 2026Q3: 2,609 shares 2,609 $491K 0.03% +182 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,582 shares; 2026Q3: 5,643 shares 5,643 $487K 0.03% +3,061 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,114 shares; 2026Q2: 1,293 shares; 2026Q3: 1,358 shares 1,358 $484K 0.03% +65 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 630 shares 630 $478K 0.03% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,275 shares; 2025Q1: 2,276 shares; 2025Q2: 2,287 shares; 2025Q3: 2,973 shares; 2025Q4: 2,954 shares; 2026Q1: 2,963 shares; 2026Q2: 3,062 shares; 2026Q3: 4,143 shares 4,143 $472K 0.03% +1,081 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,163 shares; 2025Q1: 1,957 shares; 2025Q2: 1,965 shares; 2025Q3: 1,972 shares; 2025Q4: 1,978 shares; 2026Q1: 2,242 shares; 2026Q2: 3,123 shares; 2026Q3: 2,757 shares 2,757 $464K 0.03% -366 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,125 shares; 2026Q3: 5,312 shares 5,312 $460K 0.02% +187 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; 2024Q4: 5,994 shares; 2025Q1: 5,301 shares; 2025Q2: 5,220 shares; 2025Q3: 5,261 shares; 2025Q4: 5,334 shares; 2026Q1: 5,503 shares; 2026Q2: 5,370 shares; 2026Q3: 6,803 shares 6,803 $458K 0.02% +1,433 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 861 shares; 2026Q3: 1,392 shares 1,392 $457K 0.02% +531 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,509 shares; 2025Q1: 3,350 shares; 2025Q2: 3,340 shares; 2025Q3: 3,167 shares; 2025Q4: 3,262 shares; 2026Q1: 2,968 shares; 2026Q2: 2,714 shares; 2026Q3: 2,166 shares 2,166 $453K 0.02% -548 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,011 shares; 2025Q1: 1,080 shares; 2025Q2: 741 shares; 2025Q3: not reported; 2025Q4: 1,297 shares; 2026Q1: 1,088 shares; 2026Q2: 1,896 shares; 2026Q3: 1,939 shares 1,939 $445K 0.02% +43 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 775 shares; 2025Q1: 850 shares; 2025Q2: 852 shares; 2025Q3: 852 shares; 2025Q4: 852 shares; 2026Q1: 853 shares; 2026Q2: 859 shares; 2026Q3: 852 shares 852 $445K 0.02% -7 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,576 shares; 2025Q1: 5,676 shares; 2025Q2: 5,207 shares; 2025Q3: 5,207 shares; 2025Q4: 5,059 shares; 2026Q1: 5,420 shares; 2026Q2: 6,617 shares; 2026Q3: 6,575 shares 6,575 $439K 0.02% -42 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,982 shares; 2025Q4: 8,982 shares; 2026Q1: 8,982 shares; 2026Q2: 8,982 shares; 2026Q3: 8,706 shares 8,706 $437K 0.02% -276 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 272 shares; 2026Q3: 473 shares 473 $436K 0.02% +201 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 705 shares; 2026Q3: 1,334 shares 1,334 $434K 0.02% +629 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,538 shares; 2025Q1: 5,269 shares; 2025Q2: 5,229 shares; 2025Q3: 5,207 shares; 2025Q4: 5,207 shares; 2026Q1: 5,207 shares; 2026Q2: 5,414 shares; 2026Q3: 4,832 shares 4,832 $433K 0.02% -582 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,964 shares 6,964 $433K 0.02% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,958 shares 8,958 $431K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,445 shares; 2026Q2: 5,736 shares; 2026Q3: 6,819 shares 6,819 $426K 0.02% +1,083 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,765 shares; 2025Q1: 5,908 shares; 2025Q2: 5,908 shares; 2025Q3: 5,908 shares; 2025Q4: 5,908 shares; 2026Q1: 10,267 shares; 2026Q2: 6,130 shares; 2026Q3: 6,130 shares 6,130 $424K 0.02% 0 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,272 shares; 2025Q1: 18,272 shares; 2025Q2: 18,272 shares; 2025Q3: 18,272 shares; 2025Q4: 18,272 shares; 2026Q1: 18,272 shares; 2026Q2: 18,272 shares; 2026Q3: 18,272 shares 18,272 $423K 0.02% 0 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; 2024Q4: 392 shares; 2025Q1: 475 shares; 2025Q2: 407 shares; 2025Q3: not reported; 2025Q4: 464 shares; 2026Q1: 580 shares; 2026Q2: 523 shares; 2026Q3: 1,038 shares 1,038 $422K 0.02% +515 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 257 shares; 2025Q1: 265 shares; 2025Q2: 267 shares; 2025Q3: 269 shares; 2025Q4: 269 shares; 2026Q1: 273 shares; 2026Q2: 277 shares; 2026Q3: 279 shares 279 $422K 0.02% +2 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,287 shares 7,287 $419K 0.02% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,165 shares; 2025Q1: 1,184 shares; 2025Q2: 1,226 shares; 2025Q3: 1,226 shares; 2025Q4: 1,260 shares; 2026Q1: 1,289 shares; 2026Q2: 1,354 shares; 2026Q3: 1,363 shares 1,363 $414K 0.02% +9 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15,033 shares 15,033 $414K 0.02% new 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; 2024Q4: 1,966 shares; 2025Q1: 1,968 shares; 2025Q2: 1,978 shares; 2025Q3: 2,407 shares; 2025Q4: 3,336 shares; 2026Q1: 2,363 shares; 2026Q2: 2,568 shares; 2026Q3: 2,663 shares 2,663 $413K 0.02% +95 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,625 shares 1,625 $413K 0.02% new Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,011 shares; 2025Q1: 2,755 shares; 2025Q2: 2,767 shares; 2025Q3: 2,090 shares; 2025Q4: 2,098 shares; 2026Q1: 2,107 shares; 2026Q2: 2,116 shares; 2026Q3: 1,856 shares 1,856 $409K 0.02% -260 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 672 shares; 2025Q4: 674 shares; 2026Q1: 893 shares; 2026Q2: 796 shares; 2026Q3: 786 shares 786 $400K 0.02% -10 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,524 shares; 2025Q4: 13,524 shares; 2026Q1: 13,524 shares; 2026Q2: 13,524 shares; 2026Q3: 13,524 shares 13,524 $398K 0.02% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,843 shares; 2026Q2: 7,848 shares; 2026Q3: 7,848 shares 7,848 $397K 0.02% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,474 shares 1,474 $397K 0.02% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,996 shares; 2026Q1: 3,270 shares; 2026Q2: 2,761 shares; 2026Q3: 3,437 shares 3,437 $396K 0.02% +676 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 588 shares; 2025Q1: 592 shares; 2025Q2: 573 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 444 shares; 2026Q3: 713 shares 713 $393K 0.02% +269 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; 2024Q4: 1,023 shares; 2025Q1: 1,027 shares; 2025Q2: 1,034 shares; 2025Q3: 1,074 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,641 shares; 2026Q3: 2,112 shares 2,112 $389K 0.02% +471 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 1,025 shares; 2025Q4: 1,116 shares; 2026Q1: 1,260 shares; 2026Q2: 1,126 shares; 2026Q3: 1,108 shares 1,108 $387K 0.02% -18 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,485 shares; 2025Q1: 20,640 shares; 2025Q2: 20,880 shares; 2025Q3: 21,118 shares; 2025Q4: 21,443 shares; 2026Q1: 13,819 shares; 2026Q2: 13,819 shares; 2026Q3: 15,178 shares 15,178 $379K 0.02% +1,359 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,938 shares; 2026Q3: 15,737 shares 15,737 $379K 0.02% +6,799 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,897 shares 1,897 $378K 0.02% new Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,682 shares; 2025Q1: 21,682 shares; 2025Q2: 21,682 shares; 2025Q3: 21,682 shares; 2025Q4: 21,682 shares; 2026Q1: 14,985 shares; 2026Q2: 14,985 shares; 2026Q3: 16,578 shares 16,578 $376K 0.02% +1,593 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,488 shares; 2025Q1: 2,239 shares; 2025Q2: 2,297 shares; 2025Q3: 2,320 shares; 2025Q4: 2,895 shares; 2026Q1: 3,492 shares; 2026Q2: 2,952 shares; 2026Q3: 2,960 shares 2,960 $375K 0.02% +8 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,609 shares; 2026Q2: 15,609 shares; 2026Q3: 17,691 shares 17,691 $374K 0.02% +2,082 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,971 shares; 2026Q3: 18,640 shares 18,640 $374K 0.02% +2,669 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 241 shares; 2026Q3: 493 shares 493 $372K 0.02% +252 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 235 shares; 2026Q3: 367 shares 367 $371K 0.02% +132 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,031 shares; 2025Q1: 7,031 shares; 2025Q2: 7,031 shares; 2025Q3: 7,031 shares; 2025Q4: 7,031 shares; 2026Q1: 7,031 shares; 2026Q2: 7,430 shares; 2026Q3: 7,430 shares 7,430 $369K 0.02% 0 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,043,473 shares; 2025Q1: 2,055,797 shares; 2025Q2: 2,046,337 shares; 2025Q3: 2,588,234 shares; 2025Q4: 2,439,386 shares; 2026Q1: 2,456,749 shares; 2026Q2: 7,380 shares; 2026Q3: 7,261 shares 7,261 $366K 0.02% -119 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,389 shares 1,389 $366K 0.02% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,113 shares; 2026Q1: 993 shares; 2026Q2: 853 shares; 2026Q3: 956 shares 956 $364K 0.02% +103 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,232 shares 5,232 $364K 0.02% new Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,829 shares 10,829 $362K 0.02% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 189 shares; 2026Q3: 218 shares 218 $361K 0.02% +29 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,506 shares; 2026Q2: 1,373 shares; 2026Q3: 2,086 shares 2,086 $356K 0.02% +713 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,310 shares; 2025Q1: 21,466 shares; 2025Q2: 21,703 shares; 2025Q3: 21,939 shares; 2025Q4: 14,522 shares; 2026Q1: 14,522 shares; 2026Q2: 14,522 shares; 2026Q3: 14,750 shares 14,750 $356K 0.02% +228 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,720 shares 1,720 $351K 0.02% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,681 shares 4,681 $348K 0.02% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,493 shares 4,493 $346K 0.02% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,068 shares; 2026Q1: 977 shares; 2026Q2: 1,585 shares; 2026Q3: 1,459 shares 1,459 $345K 0.02% -126 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,432 shares; 2026Q2: 1,470 shares; 2026Q3: 2,100 shares 2,100 $345K 0.02% +630 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; 2024Q4: 1,588 shares; 2025Q1: 1,592 shares; 2025Q2: 1,595 shares; 2025Q3: 1,598 shares; 2025Q4: 3,202 shares; 2026Q1: 3,303 shares; 2026Q2: 3,583 shares; 2026Q3: 3,159 shares 3,159 $344K 0.02% -424 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,949 shares 5,949 $343K 0.02% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 694 shares 694 $342K 0.02% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,684 shares; 2026Q2: 3,022 shares; 2026Q3: 2,561 shares 2,561 $339K 0.02% -461 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,295 shares 5,295 $338K 0.02% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,220 shares 1,220 $336K 0.02% new Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 934 shares 934 $336K 0.02% new Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,663 shares 3,663 $335K 0.02% 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; 2024Q4: 1,236 shares; 2025Q1: 866 shares; 2025Q2: 867 shares; 2025Q3: 869 shares; 2025Q4: 871 shares; 2026Q1: 873 shares; 2026Q2: 875 shares; 2026Q3: 877 shares 877 $335K 0.02% +2 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,693 shares; 2025Q1: 6,339 shares; 2025Q2: 6,263 shares; 2025Q3: 6,166 shares; 2025Q4: 6,014 shares; 2026Q1: 6,006 shares; 2026Q2: 6,006 shares; 2026Q3: 5,960 shares 5,960 $335K 0.02% -46 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; 2024Q4: 4,258 shares; 2025Q1: 4,087 shares; 2025Q2: 4,127 shares; 2025Q3: 4,182 shares; 2025Q4: 4,259 shares; 2026Q1: 4,286 shares; 2026Q2: 4,176 shares; 2026Q3: 4,699 shares 4,699 $330K 0.02% +523 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 342 shares; 2026Q3: 345 shares 345 $330K 0.02% +3 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,498 shares 10,498 $328K 0.02% new Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,350 shares; 2025Q1: 3,350 shares; 2025Q2: 3,350 shares; 2025Q3: 3,350 shares; 2025Q4: 3,403 shares; 2026Q1: 3,506 shares; 2026Q2: 3,458 shares; 2026Q3: 3,418 shares 3,418 $328K 0.02% -40 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 841 shares 841 $327K 0.02% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 783 shares; 2026Q3: 760 shares 760 $327K 0.02% -23 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,946 shares 5,946 $326K 0.02% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,670 shares; 2026Q3: 3,838 shares 3,838 $324K 0.02% +2,168 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,593 shares; 2026Q3: 1,581 shares 1,581 $322K 0.02% -12 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,923 shares; 2026Q3: 3,015 shares 3,015 $322K 0.02% +92 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,812 shares 2,812 $321K 0.02% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,393 shares; 2026Q3: 4,976 shares 4,976 $319K 0.02% +1,583 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,341 shares 3,341 $319K 0.02% new Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,459 shares; 2025Q4: 23,459 shares; 2026Q1: 23,459 shares; 2026Q2: 23,459 shares; 2026Q3: 23,459 shares 23,459 $319K 0.02% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 845 shares; 2026Q3: 939 shares 939 $319K 0.02% +94 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 715 shares 715 $318K 0.02% new Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,567 shares 2,567 $318K 0.02% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,180 shares; 2026Q1: not reported; 2026Q2: 1,656 shares; 2026Q3: 2,057 shares 2,057 $317K 0.02% +401 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,256 shares; 2025Q1: 1,174 shares; 2025Q2: 1,276 shares; 2025Q3: 1,230 shares; 2025Q4: 1,378 shares; 2026Q1: 1,158 shares; 2026Q2: 862 shares; 2026Q3: 958 shares 958 $316K 0.02% +96 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,074 shares; 2025Q1: 1,074 shares; 2025Q2: 1,074 shares; 2025Q3: 1,074 shares; 2025Q4: 1,074 shares; 2026Q1: 1,074 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $316K 0.02% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 504 shares 504 $315K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,112 shares 1,112 $311K 0.02% new Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,702 shares 2,702 $309K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,653 shares 1,653 $309K 0.02% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,042 shares; 2026Q1: 6,085 shares; 2026Q2: 6,149 shares; 2026Q3: 6,213 shares 6,213 $307K 0.02% +64 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,040 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,168 shares; 2025Q4: 2,168 shares; 2026Q1: 2,168 shares; 2026Q2: 2,157 shares; 2026Q3: 2,157 shares 2,157 $307K 0.02% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,068 shares; 2026Q2: 2,396 shares; 2026Q3: 2,881 shares 2,881 $306K 0.02% +485 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,984 shares 2,984 $306K 0.02% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares; 2026Q3: 1,800 shares 1,800 $304K 0.02% 0 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,371 shares 7,371 $302K 0.02% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 666 shares 666 $301K 0.02% new Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,321 shares 1,321 $300K 0.02% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,739 shares 1,739 $300K 0.02% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,048 shares 1,048 $299K 0.02% new Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 983 shares 983 $290K 0.02% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 868 shares 868 $288K 0.02% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 831 shares; 2026Q3: 1,119 shares 1,119 $288K 0.02% +288 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,632 shares; 2026Q2: 3,122 shares; 2026Q3: 3,124 shares 3,124 $283K 0.02% +2 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,975 shares; 2025Q1: 5,717 shares; 2025Q2: 6,024 shares; 2025Q3: 6,069 shares; 2025Q4: 6,343 shares; 2026Q1: 7,465 shares; 2026Q2: 7,465 shares; 2026Q3: 7,465 shares 7,465 $283K 0.02% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,340 shares 1,340 $278K 0.02% new Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 548 shares 548 $276K 0.01% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,331 shares; 2026Q1: 1,331 shares; 2026Q2: 1,331 shares; 2026Q3: 1,331 shares 1,331 $276K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,760 shares 1,760 $276K 0.01% new Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,593 shares 9,593 $275K 0.01% new Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,065 shares 9,065 $273K 0.01% new Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,884 shares; 2025Q3: 2,884 shares; 2025Q4: 2,884 shares; 2026Q1: 2,884 shares; 2026Q2: 3,084 shares; 2026Q3: 3,084 shares 3,084 $268K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,948 shares; 2025Q4: 1,948 shares; 2026Q1: not reported; 2026Q2: 2,168 shares; 2026Q3: 2,168 shares 2,168 $267K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,251 shares; 2025Q1: 8,415 shares; 2025Q2: 7,595 shares; 2025Q3: 7,605 shares; 2025Q4: 7,463 shares; 2026Q1: 8,708 shares; 2026Q2: 7,465 shares; 2026Q3: 7,346 shares 7,346 $260K 0.01% -119 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,413 shares 1,413 $259K 0.01% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 228 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 184 shares; 2026Q3: 258 shares 258 $259K 0.01% +74 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,714 shares; 2025Q4: 1,708 shares; 2026Q1: 2,741 shares; 2026Q2: 2,661 shares; 2026Q3: 2,823 shares 2,823 $258K 0.01% +162 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,042 shares; 2026Q3: 1,117 shares 1,117 $257K 0.01% +75 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,696 shares 1,696 $256K 0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,151 shares; 2026Q3: 1,081 shares 1,081 $252K 0.01% -70 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,711 shares; 2026Q2: 9,711 shares; 2026Q3: 10,876 shares 10,876 $252K 0.01% +1,165 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,382 shares; 2025Q4: 5,435 shares; 2026Q1: 5,435 shares; 2026Q2: 3,571 shares; 2026Q3: 3,499 shares 3,499 $251K 0.01% -72 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,817 shares; 2026Q2: 9,817 shares; 2026Q3: 10,937 shares 10,937 $250K 0.01% +1,120 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,518 shares; 2026Q3: 1,520 shares 1,520 $248K 0.01% +2 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,382 shares 5,382 $248K 0.01% new Timeline IBHJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,694 shares; 2026Q3: 9,655 shares 9,655 $248K 0.01% +961 Timeline IBHK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,003 shares 10,003 $247K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,105 shares; 2025Q4: 2,803 shares; 2026Q1: 2,803 shares; 2026Q2: 3,143 shares; 2026Q3: 3,143 shares 3,143 $245K 0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,704 shares; 2025Q4: 5,890 shares; 2026Q1: 6,064 shares; 2026Q2: 6,276 shares; 2026Q3: 3,568 shares 3,568 $244K 0.01% -2,708 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 700 shares 700 $244K 0.01% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,015 shares 2,015 $241K 0.01% new Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 39 shares 39 $240K 0.01% new Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,142 shares 1,142 $240K 0.01% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 570 shares 570 $236K 0.01% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 486 shares 486 $235K 0.01% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,616 shares; 2026Q3: 1,509 shares 1,509 $234K 0.01% -107 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; 2024Q4: not reported; 2025Q1: 388 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 581 shares; 2026Q3: 635 shares 635 $233K 0.01% +54 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,048 shares; 2026Q3: 4,340 shares 4,340 $232K 0.01% -708 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,663 shares; 2025Q4: 1,663 shares; 2026Q1: not reported; 2026Q2: 1,584 shares; 2026Q3: 1,584 shares 1,584 $232K 0.01% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,228 shares 1,228 $229K 0.01% new Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,042 shares 1,042 $229K 0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 835 shares 835 $227K 0.01% new Timeline TAGG 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; 2024Q4: 19,281 shares; 2025Q1: 6,242 shares; 2025Q2: 6,249 shares; 2025Q3: 6,161 shares; 2025Q4: 6,198 shares; 2026Q1: 6,162 shares; 2026Q2: 5,706 shares; 2026Q3: 5,586 shares 5,586 $227K 0.01% -120 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 592 shares; 2026Q3: 592 shares 592 $226K 0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 620 shares 620 $226K 0.01% new Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,359 shares; 2026Q2: 10,359 shares; 2026Q3: 10,359 shares 10,359 $226K 0.01% 0 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,867 shares 2,867 $224K 0.01% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,086 shares; 2026Q2: not reported; 2026Q3: 5,086 shares 5,086 $224K 0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,866 shares 2,866 $223K 0.01% new Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,577 shares 10,577 $223K 0.01% new Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,076 shares 4,076 $223K 0.01% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,540 shares 2,540 $223K 0.01% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,139 shares; 2025Q1: 2,150 shares; 2025Q2: 2,161 shares; 2025Q3: 2,172 shares; 2025Q4: 2,182 shares; 2026Q1: 2,435 shares; 2026Q2: 2,201 shares; 2026Q3: 2,211 shares 2,211 $222K 0.01% +10 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 678 shares 678 $222K 0.01% new Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,806 shares; 2026Q3: 2,123 shares 2,123 $222K 0.01% +317 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,398 shares 2,398 $221K 0.01% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 964 shares 964 $220K 0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,028 shares; 2026Q3: 8,028 shares 8,028 $218K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 641 shares; 2026Q3: 469 shares 469 $213K 0.01% -172 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,030 shares 3,030 $213K 0.01% new Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,548 shares 5,548 $209K 0.01% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,622 shares 1,622 $208K 0.01% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,612 shares 1,612 $208K 0.01% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,000 shares 3,000 $204K 0.01% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,082 shares 2,082 $203K 0.01% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,317 shares; 2026Q3: 1,216 shares 1,216 $203K 0.01% -101 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,165 shares 1,165 $203K 0.01% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 989 shares 989 $203K 0.01% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 786 shares; 2026Q3: 896 shares 896 $201K 0.01% +110 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,924 shares 1,924 $201K 0.01% new Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,760 shares 1,760 $201K 0.01% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,246 shares; 2026Q3: 2,070 shares 2,070 $201K 0.01% -176 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,267 shares; 2025Q1: 10,267 shares; 2025Q2: 10,267 shares; 2025Q3: 10,267 shares; 2025Q4: 10,267 shares; 2026Q1: 10,191 shares; 2026Q2: 10,060 shares; 2026Q3: 10,060 shares 10,060 $189K 0.01% 0 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,811 shares 13,811 $177K 0.01% new Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,323 shares; 2026Q2: 17,505 shares; 2026Q3: 12,818 shares 12,818 $157K 0.01% -4,687 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,289 shares 10,289 $93.1K 0.01% new Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,606 shares 10,606 $64.5K <0.01% new Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 11,013 shares; 2026Q2: 11,013 shares; 2026Q3: 11,013 shares 11,013 $15.1K <0.01% 0 Timeline BNAIW BRAND ENGAGEMENT NETWORK INC More: the full row for BRAND ENGAGEMENT NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,063 shares; 2026Q2: 100,063 shares; 2026Q3: 100,063 shares 100,063 $5K <0.01% 0 Timeline