DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,345,657 shares; 2024Q4: 1,408,614 shares; 2025Q1: 1,427,217 shares; 2025Q2: 1,381,445 shares; 2025Q3: 1,383,274 shares; 2025Q4: 1,419,594 shares; 2026Q1: 1,433,258 shares; 2026Q2: 1,421,934 shares 1,421,934 $85.2M 10.53% -11,324 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,467 shares; 2024Q4: 215,595 shares; 2025Q1: 217,815 shares; 2025Q2: 221,109 shares; 2025Q3: 221,863 shares; 2025Q4: 222,500 shares; 2026Q1: 220,983 shares; 2026Q2: 223,439 shares 223,439 $82.7M 10.22% +2,456 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 262,984 shares; 2024Q4: 286,519 shares; 2025Q1: 303,160 shares; 2025Q2: 344,830 shares; 2025Q3: 469,165 shares; 2025Q4: 545,598 shares; 2026Q1: 602,288 shares; 2026Q2: 705,445 shares 705,445 $72.1M 8.91% +103,157 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,057 shares; 2024Q4: 222,350 shares; 2025Q1: 217,207 shares; 2025Q2: 205,765 shares; 2025Q3: 212,793 shares; 2025Q4: 215,550 shares; 2026Q1: 212,551 shares; 2026Q2: 221,445 shares 221,445 $53.8M 6.65% +8,894 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 392,793 shares; 2024Q4: 392,059 shares; 2025Q1: 427,479 shares; 2025Q2: 473,350 shares; 2025Q3: 554,982 shares; 2025Q4: 540,549 shares; 2026Q1: 528,331 shares; 2026Q2: 547,917 shares 547,917 $39M 4.83% +19,586 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 458,858 shares; 2024Q4: 454,253 shares; 2025Q1: 461,065 shares; 2025Q2: 456,554 shares; 2025Q3: 455,731 shares; 2025Q4: 457,943 shares; 2026Q1: 446,325 shares; 2026Q2: 443,771 shares 443,771 $37.9M 4.69% -2,554 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,941 shares; 2024Q4: 84,940 shares; 2025Q1: 84,968 shares; 2025Q2: 84,897 shares; 2025Q3: 84,919 shares; 2025Q4: 85,011 shares; 2026Q1: 84,947 shares; 2026Q2: 81,881 shares 81,881 $22.3M 2.75% -3,066 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,443 shares; 2024Q4: 91,628 shares; 2025Q1: 92,206 shares; 2025Q2: 92,705 shares; 2025Q3: 92,905 shares; 2025Q4: 93,596 shares; 2026Q1: 93,454 shares; 2026Q2: 93,240 shares 93,240 $22.2M 2.75% -214 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,144 shares; 2024Q4: 31,975 shares; 2025Q1: 31,719 shares; 2025Q2: 31,400 shares; 2025Q3: 31,007 shares; 2025Q4: 31,360 shares; 2026Q1: 30,930 shares; 2026Q2: 29,477 shares 29,477 $20.2M 2.5% -1,453 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 923,948 shares; 2025Q3: 665,696 shares; 2025Q4: 547,480 shares; 2026Q1: 467,791 shares; 2026Q2: 383,519 shares 383,519 $19.4M 2.4% -84,272 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,839 shares; 2024Q4: 195,198 shares; 2025Q1: 214,416 shares; 2025Q2: 217,521 shares; 2025Q3: 202,768 shares; 2025Q4: 205,711 shares; 2026Q1: 211,923 shares; 2026Q2: 212,101 shares 212,101 $17.6M 2.17% +178 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,490 shares; 2024Q4: 62,953 shares; 2025Q1: 63,684 shares; 2025Q2: 58,577 shares; 2025Q3: 58,261 shares; 2025Q4: 57,143 shares; 2026Q1: 54,765 shares; 2026Q2: 51,499 shares 51,499 $14.9M 1.84% -3,266 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,132 shares; 2024Q4: 232,397 shares; 2025Q1: 250,831 shares; 2025Q2: 271,668 shares; 2025Q3: 333,908 shares; 2025Q4: 353,710 shares; 2026Q1: 374,134 shares; 2026Q2: 389,220 shares 389,220 $13.6M 1.69% +15,086 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,624 shares; 2024Q4: 13,627 shares; 2025Q1: 13,649 shares; 2025Q2: 13,693 shares; 2025Q3: 13,964 shares; 2025Q4: 14,236 shares; 2026Q1: 14,463 shares; 2026Q2: 14,754 shares 14,754 $11M 1.37% +291 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 435,540 shares; 2025Q1: 435,540 shares; 2025Q2: 435,540 shares; 2025Q3: 435,540 shares; 2025Q4: 435,540 shares; 2026Q1: 565,265 shares; 2026Q2: 565,265 shares 565,265 $10.7M 1.32% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,158 shares; 2024Q4: 33,130 shares; 2025Q1: 33,027 shares; 2025Q2: 58,072 shares; 2025Q3: 57,863 shares; 2025Q4: 57,848 shares; 2026Q1: 43,040 shares; 2026Q2: 46,662 shares 46,662 $10.2M 1.26% +3,622 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,060 shares; 2024Q4: 29,061 shares; 2025Q1: 29,573 shares; 2025Q2: 29,541 shares; 2025Q3: 30,046 shares; 2025Q4: 28,763 shares; 2026Q1: 27,331 shares; 2026Q2: 27,174 shares 27,174 $9.6M 1.19% -157 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,063 shares; 2024Q4: 135,889 shares; 2025Q1: 137,543 shares; 2025Q2: 141,736 shares; 2025Q3: 150,635 shares; 2025Q4: 157,677 shares; 2026Q1: 158,465 shares; 2026Q2: 159,639 shares 159,639 $9.53M 1.18% +1,174 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,393 shares; 2024Q4: 21,646 shares; 2025Q1: 21,648 shares; 2025Q2: 21,466 shares; 2025Q3: 21,349 shares; 2025Q4: 21,304 shares; 2026Q1: 21,504 shares; 2026Q2: 20,707 shares 20,707 $7.72M 0.95% -797 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,201 shares; 2024Q4: 309,545 shares; 2025Q1: 309,119 shares; 2025Q2: 307,296 shares; 2025Q3: 312,329 shares; 2025Q4: 312,125 shares; 2026Q1: 300,682 shares; 2026Q2: 300,035 shares 300,035 $7.24M 0.9% -647 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,349 shares; 2024Q4: 21,363 shares; 2025Q1: 21,505 shares; 2025Q2: 21,414 shares; 2025Q3: 21,340 shares; 2025Q4: 21,094 shares; 2026Q1: 21,534 shares; 2026Q2: 21,700 shares 21,700 $7.1M 0.88% +166 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,929 shares; 2024Q4: 36,289 shares; 2025Q1: 35,897 shares; 2025Q2: 38,682 shares; 2025Q3: 39,126 shares; 2025Q4: 38,446 shares; 2026Q1: 34,896 shares; 2026Q2: 34,558 shares 34,558 $6.91M 0.85% -338 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,082 shares; 2024Q4: 27,611 shares; 2025Q1: 24,497 shares; 2025Q2: 23,291 shares; 2025Q3: 22,811 shares; 2025Q4: 22,722 shares; 2026Q1: 21,871 shares; 2026Q2: 21,347 shares 21,347 $6.47M 0.8% -524 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,448 shares; 2024Q4: 6,449 shares; 2025Q1: 6,396 shares; 2025Q2: 6,304 shares; 2025Q3: 7,134 shares; 2025Q4: 7,105 shares; 2026Q1: 7,112 shares; 2026Q2: 7,073 shares 7,073 $5.28M 0.65% -39 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,885 shares; 2024Q4: 170,885 shares; 2025Q1: 170,885 shares; 2025Q2: 170,885 shares; 2025Q3: 170,885 shares; 2025Q4: 170,885 shares; 2026Q1: 170,885 shares; 2026Q2: 170,885 shares 170,885 $5.16M 0.64% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,865 shares; 2024Q4: 31,320 shares; 2025Q1: 31,260 shares; 2025Q2: 31,109 shares; 2025Q3: 32,052 shares; 2025Q4: 37,937 shares; 2026Q1: 49,690 shares; 2026Q2: 49,823 shares 49,823 $4.17M 0.52% +133 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,505 shares; 2024Q4: 59,606 shares; 2025Q1: 59,635 shares; 2025Q2: 58,850 shares; 2025Q3: 58,156 shares; 2025Q4: 58,111 shares; 2026Q1: 56,055 shares; 2026Q2: 55,780 shares 55,780 $3.82M 0.47% -275 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,849 shares; 2024Q4: 2,867 shares; 2025Q1: 2,889 shares; 2025Q2: 2,700 shares; 2025Q3: 2,609 shares; 2025Q4: 3,278 shares; 2026Q1: 3,421 shares; 2026Q2: 3,295 shares 3,295 $3.8M 0.47% -126 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,658 shares; 2024Q4: 52,570 shares; 2025Q1: 54,654 shares; 2025Q2: 53,151 shares; 2025Q3: 60,474 shares; 2025Q4: 62,557 shares; 2026Q1: 65,018 shares; 2026Q2: 64,583 shares 64,583 $3.68M 0.45% -435 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,067 shares; 2024Q4: 40,207 shares; 2025Q1: 40,195 shares; 2025Q2: 40,171 shares; 2025Q3: 40,171 shares; 2025Q4: 40,047 shares; 2026Q1: 40,037 shares; 2026Q2: 39,735 shares 39,735 $3.59M 0.44% -302 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,793 shares; 2024Q4: 17,761 shares; 2025Q1: 17,188 shares; 2025Q2: 16,104 shares; 2025Q3: 16,104 shares; 2025Q4: 16,123 shares; 2026Q1: 15,104 shares; 2026Q2: 15,098 shares 15,098 $3.59M 0.44% -6 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,395 shares; 2024Q4: 38,917 shares; 2025Q1: 38,876 shares; 2025Q2: 47,345 shares; 2025Q3: 50,887 shares; 2025Q4: 54,958 shares; 2026Q1: 58,728 shares; 2026Q2: 71,422 shares 71,422 $3.56M 0.44% +12,694 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,557 shares; 2024Q4: 28,236 shares; 2025Q1: 27,610 shares; 2025Q2: 52,954 shares; 2025Q3: 52,957 shares; 2025Q4: 52,961 shares; 2026Q1: 25,418 shares; 2026Q2: 24,975 shares 24,975 $3.41M 0.42% -443 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,685 shares; 2024Q4: 10,170 shares; 2025Q1: 11,122 shares; 2025Q2: 10,752 shares; 2025Q3: 10,804 shares; 2025Q4: 9,724 shares; 2026Q1: 9,478 shares; 2026Q2: 9,533 shares 9,533 $3.41M 0.42% +55 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,456 shares; 2024Q4: 17,116 shares; 2025Q1: 17,894 shares; 2025Q2: 20,452 shares; 2025Q3: 20,540 shares; 2025Q4: 28,325 shares; 2026Q1: 29,581 shares; 2026Q2: 28,345 shares 28,345 $3.21M 0.4% -1,236 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,366 shares; 2024Q4: 2,409 shares; 2025Q1: 2,488 shares; 2025Q2: 2,431 shares; 2025Q3: 2,479 shares; 2025Q4: 2,595 shares; 2026Q1: 2,469 shares; 2026Q2: 2,527 shares 2,527 $3.03M 0.37% +58 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,194 shares; 2024Q4: 19,199 shares; 2025Q1: 19,320 shares; 2025Q2: 24,810 shares; 2025Q3: 41,299 shares; 2025Q4: 51,311 shares; 2026Q1: 62,018 shares; 2026Q2: 73,665 shares 73,665 $2.99M 0.37% +11,647 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,528 shares; 2024Q4: 51,528 shares; 2025Q1: 51,528 shares; 2025Q2: 51,528 shares; 2025Q3: 51,528 shares; 2025Q4: 51,528 shares; 2026Q1: 51,528 shares; 2026Q2: 51,549 shares 51,549 $2.93M 0.36% +21 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,869 shares; 2024Q4: 2,897 shares; 2025Q1: 3,343 shares; 2025Q2: 3,194 shares; 2025Q3: 3,214 shares; 2025Q4: 3,247 shares; 2026Q1: 2,960 shares; 2026Q2: 2,738 shares 2,738 $2.92M 0.36% -222 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,536 shares; 2024Q4: 54,988 shares; 2025Q1: 54,067 shares; 2025Q2: 55,530 shares; 2025Q3: 55,290 shares; 2025Q4: 56,095 shares; 2026Q1: 60,352 shares; 2026Q2: 60,193 shares 60,193 $2.9M 0.36% -159 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,713 shares; 2024Q4: 40,787 shares; 2025Q1: 40,887 shares; 2025Q2: 39,505 shares; 2025Q3: 37,505 shares; 2025Q4: 37,685 shares; 2026Q1: 36,143 shares; 2026Q2: 35,084 shares 35,084 $2.89M 0.36% -1,059 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85,257 shares; 2026Q2: 83,475 shares 83,475 $2.78M 0.34% -1,782 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,855 shares; 2024Q4: 29,942 shares; 2025Q1: 30,660 shares; 2025Q2: 30,929 shares; 2025Q3: 31,920 shares; 2025Q4: 31,851 shares; 2026Q1: 33,658 shares; 2026Q2: 33,864 shares 33,864 $2.75M 0.34% +206 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,268 shares; 2024Q4: 6,268 shares; 2025Q1: 6,835 shares; 2025Q2: 19,022 shares; 2025Q3: 19,101 shares; 2025Q4: 20,134 shares; 2026Q1: 20,263 shares; 2026Q2: 21,225 shares 21,225 $2.65M 0.33% +962 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,395 shares; 2024Q4: 4,402 shares; 2025Q1: 5,246 shares; 2025Q2: 5,103 shares; 2025Q3: 5,430 shares; 2025Q4: 4,853 shares; 2026Q1: 4,856 shares; 2026Q2: 5,254 shares 5,254 $2.63M 0.33% +398 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,044 shares; 2025Q1: 6,067 shares; 2025Q2: 6,067 shares; 2025Q3: 6,067 shares; 2025Q4: 6,067 shares; 2026Q1: 99,230 shares; 2026Q2: 99,249 shares 99,249 $2.58M 0.32% +19 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,030 shares; 2025Q1: 52,954 shares; 2025Q2: 52,954 shares; 2025Q3: 52,954 shares; 2025Q4: 52,954 shares; 2026Q1: 52,954 shares; 2026Q2: 52,954 shares 52,954 $2.57M 0.32% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,580 shares; 2024Q4: 9,544 shares; 2025Q1: 10,030 shares; 2025Q2: 10,482 shares; 2025Q3: 10,459 shares; 2025Q4: 11,146 shares; 2026Q1: 10,016 shares; 2026Q2: 9,886 shares 9,886 $2.51M 0.31% -130 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,143 shares; 2024Q4: 30,223 shares; 2025Q1: 34,284 shares; 2025Q2: 46,825 shares; 2025Q3: 46,825 shares; 2025Q4: 45,148 shares; 2026Q1: 29,970 shares; 2026Q2: 27,178 shares 27,178 $2.42M 0.3% -2,792 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,139 shares; 2024Q4: 2,212 shares; 2025Q1: 2,237 shares; 2025Q2: 2,270 shares; 2025Q3: 2,231 shares; 2025Q4: 2,176 shares; 2026Q1: 2,245 shares; 2026Q2: 2,283 shares 2,283 $2.14M 0.26% +38 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,225 shares; 2024Q4: 19,249 shares; 2025Q1: 19,114 shares; 2025Q2: 19,116 shares; 2025Q3: 19,117 shares; 2025Q4: 19,120 shares; 2026Q1: 19,120 shares; 2026Q2: 19,122 shares 19,122 $2.11M 0.26% +2 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,044 shares; 2024Q4: 4,018 shares; 2025Q1: 3,865 shares; 2025Q2: 3,805 shares; 2025Q3: 3,846 shares; 2025Q4: 3,772 shares; 2026Q1: 3,750 shares; 2026Q2: 3,658 shares 3,658 $2.06M 0.25% -92 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,501 shares; 2024Q4: 18,609 shares; 2025Q1: 18,504 shares; 2025Q2: 18,117 shares; 2025Q3: 11,960 shares; 2025Q4: 15,204 shares; 2026Q1: 14,428 shares; 2026Q2: 14,525 shares 14,525 $2.03M 0.25% +97 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,293 shares; 2024Q4: 23,689 shares; 2025Q1: 23,689 shares; 2025Q2: 20,089 shares; 2025Q3: 19,781 shares; 2025Q4: 19,447 shares; 2026Q1: 19,244 shares; 2026Q2: 19,428 shares 19,428 $2.02M 0.25% +184 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,646 shares; 2024Q4: 19,016 shares; 2025Q1: 17,250 shares; 2025Q2: 17,359 shares; 2025Q3: 16,969 shares; 2025Q4: 13,452 shares; 2026Q1: 13,205 shares; 2026Q2: 14,744 shares 14,744 $2.02M 0.25% +1,539 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,794 shares; 2024Q4: 9,898 shares; 2025Q1: 9,909 shares; 2025Q2: 11,304 shares; 2025Q3: 12,674 shares; 2025Q4: 12,714 shares; 2026Q1: 12,783 shares; 2026Q2: 12,807 shares 12,807 $2.01M 0.25% +24 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,735 shares; 2024Q4: 8,056 shares; 2025Q1: 8,030 shares; 2025Q2: 8,030 shares; 2025Q3: 7,212 shares; 2025Q4: 6,988 shares; 2026Q1: 6,894 shares; 2026Q2: 6,575 shares 6,575 $1.98M 0.24% -319 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; 2024Q3: 33,982 shares; 2024Q4: 67,398 shares; 2025Q1: 63,209 shares; 2025Q2: 63,314 shares; 2025Q3: 63,490 shares; 2025Q4: 62,896 shares; 2026Q1: 68,596 shares; 2026Q2: 68,311 shares 68,311 $1.89M 0.23% -285 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,005 shares; 2024Q4: 66,199 shares; 2025Q1: 63,362 shares; 2025Q2: 63,199 shares; 2025Q3: 66,319 shares; 2025Q4: 66,166 shares; 2026Q1: 64,991 shares; 2026Q2: 63,336 shares 63,336 $1.86M 0.23% -1,655 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,370 shares; 2024Q4: 31,673 shares; 2025Q1: 39,945 shares; 2025Q2: 87,406 shares; 2025Q3: 86,429 shares; 2025Q4: 85,295 shares; 2026Q1: 63,216 shares; 2026Q2: 63,235 shares 63,235 $1.83M 0.23% +19 Timeline SFST SOUTHERN FIRST BANCSHARES More: the full row for SOUTHERN FIRST BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,826 shares; 2024Q4: 31,123 shares; 2025Q1: 31,123 shares; 2025Q2: 31,123 shares; 2025Q3: 31,123 shares; 2025Q4: 30,458 shares; 2026Q1: 30,375 shares; 2026Q2: 29,239 shares 29,239 $1.79M 0.22% -1,136 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,232 shares; 2024Q4: 20,232 shares; 2025Q1: 20,147 shares; 2025Q2: 20,086 shares; 2025Q3: 19,993 shares; 2025Q4: 19,993 shares; 2026Q1: 19,978 shares; 2026Q2: 19,979 shares 19,979 $1.79M 0.22% +1 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,326 shares; 2025Q2: 7,938 shares; 2025Q3: 7,938 shares; 2025Q4: 7,938 shares; 2026Q1: 7,938 shares; 2026Q2: 8,153 shares 8,153 $1.7M 0.21% +215 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,900 shares; 2024Q4: 2,902 shares; 2025Q1: 2,928 shares; 2025Q2: 2,835 shares; 2025Q3: 2,832 shares; 2025Q4: 2,826 shares; 2026Q1: 2,786 shares; 2026Q2: 2,653 shares 2,653 $1.68M 0.21% -133 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,743 shares; 2024Q4: 2,629 shares; 2025Q1: 3,588 shares; 2025Q2: 3,272 shares; 2025Q3: 3,693 shares; 2025Q4: 3,682 shares; 2026Q1: 4,389 shares; 2026Q2: 4,326 shares 4,326 $1.63M 0.2% -63 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,485 shares; 2024Q4: 9,863 shares; 2025Q1: 9,783 shares; 2025Q2: 9,986 shares; 2025Q3: 10,223 shares; 2025Q4: 11,068 shares; 2026Q1: 10,980 shares; 2026Q2: 10,791 shares 10,791 $1.58M 0.2% -189 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,853 shares; 2024Q4: 5,720 shares; 2025Q1: 6,003 shares; 2025Q2: 5,958 shares; 2025Q3: 6,654 shares; 2025Q4: 14,940 shares; 2026Q1: 14,365 shares; 2026Q2: 11,547 shares 11,547 $1.56M 0.19% -2,818 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,978 shares; 2024Q4: 12,025 shares; 2025Q1: 14,335 shares; 2025Q2: 13,837 shares; 2025Q3: 13,255 shares; 2025Q4: 14,117 shares; 2026Q1: 13,266 shares; 2026Q2: 12,127 shares 12,127 $1.56M 0.19% -1,139 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,016 shares; 2024Q4: 18,019 shares; 2025Q1: 17,122 shares; 2025Q2: 18,092 shares; 2025Q3: 19,156 shares; 2025Q4: 18,779 shares; 2026Q1: 18,496 shares; 2026Q2: 18,141 shares 18,141 $1.5M 0.19% -355 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,882 shares; 2024Q4: 3,882 shares; 2025Q1: 3,882 shares; 2025Q2: 3,882 shares; 2025Q3: 3,882 shares; 2025Q4: 3,882 shares; 2026Q1: 3,387 shares; 2026Q2: 3,387 shares 3,387 $1.44M 0.18% 0 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,253 shares; 2024Q4: 33,467 shares; 2025Q1: 32,819 shares; 2025Q2: 32,781 shares; 2025Q3: 32,236 shares; 2025Q4: 31,816 shares; 2026Q1: 30,901 shares; 2026Q2: 28,975 shares 28,975 $1.44M 0.18% -1,926 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; 2024Q3: 26,556 shares; 2024Q4: 27,165 shares; 2025Q1: 26,780 shares; 2025Q2: 30,586 shares; 2025Q3: 30,142 shares; 2025Q4: 31,005 shares; 2026Q1: 31,015 shares; 2026Q2: 30,597 shares 30,597 $1.38M 0.17% -418 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,492 shares; 2024Q4: 10,496 shares; 2025Q1: 11,485 shares; 2025Q2: 11,110 shares; 2025Q3: 11,518 shares; 2025Q4: 11,081 shares; 2026Q1: 11,580 shares; 2026Q2: 11,697 shares 11,697 $1.37M 0.17% +117 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,676 shares; 2024Q4: 3,690 shares; 2025Q1: 3,854 shares; 2025Q2: 3,858 shares; 2025Q3: 3,813 shares; 2025Q4: 3,896 shares; 2026Q1: 3,730 shares; 2026Q2: 3,730 shares 3,730 $1.35M 0.17% 0 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; 2024Q3: 11,964 shares; 2024Q4: 11,995 shares; 2025Q1: 13,745 shares; 2025Q2: 13,875 shares; 2025Q3: 15,662 shares; 2025Q4: 18,921 shares; 2026Q1: 26,665 shares; 2026Q2: 33,050 shares 33,050 $1.33M 0.16% +6,385 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,262 shares; 2024Q4: 2,053 shares; 2025Q1: 2,123 shares; 2025Q2: 2,084 shares; 2025Q3: 2,090 shares; 2025Q4: 2,602 shares; 2026Q1: 2,509 shares; 2026Q2: 2,283 shares 2,283 $1.33M 0.16% -226 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,109 shares; 2024Q4: not reported; 2025Q1: 2,969 shares; 2025Q2: 10,407 shares; 2025Q3: 10,462 shares; 2025Q4: 10,739 shares; 2026Q1: 11,130 shares; 2026Q2: 12,487 shares 12,487 $1.29M 0.16% +1,357 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,324 shares; 2024Q4: 3,452 shares; 2025Q1: 3,329 shares; 2025Q2: 3,443 shares; 2025Q3: 3,553 shares; 2025Q4: 3,697 shares; 2026Q1: 3,753 shares; 2026Q2: 3,632 shares 3,632 $1.28M 0.16% -121 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,658 shares; 2024Q4: 8,781 shares; 2025Q1: 8,783 shares; 2025Q2: 8,627 shares; 2025Q3: 8,239 shares; 2025Q4: 8,240 shares; 2026Q1: 8,241 shares; 2026Q2: 8,262 shares 8,262 $1.27M 0.16% +21 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,884 shares; 2024Q4: 3,884 shares; 2025Q1: 3,777 shares; 2025Q2: 3,791 shares; 2025Q3: 3,791 shares; 2025Q4: 3,712 shares; 2026Q1: 3,681 shares; 2026Q2: 3,667 shares 3,667 $1.26M 0.16% -14 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,434 shares; 2024Q4: 7,434 shares; 2025Q1: 7,368 shares; 2025Q2: 7,367 shares; 2025Q3: 7,311 shares; 2025Q4: 7,311 shares; 2026Q1: 7,311 shares; 2026Q2: 7,311 shares 7,311 $1.2M 0.15% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,263 shares; 2024Q4: 13,273 shares; 2025Q1: 13,312 shares; 2025Q2: 13,148 shares; 2025Q3: 13,154 shares; 2025Q4: 13,384 shares; 2026Q1: 13,316 shares; 2026Q2: 13,199 shares 13,199 $1.19M 0.15% -117 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,605 shares; 2024Q4: 7,967 shares; 2025Q1: 9,381 shares; 2025Q2: 9,719 shares; 2025Q3: 9,546 shares; 2025Q4: 9,384 shares; 2026Q1: 9,356 shares; 2026Q2: 9,339 shares 9,339 $1.18M 0.15% -17 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,691 shares; 2025Q1: 10,723 shares; 2025Q2: 14,647 shares; 2025Q3: 15,365 shares; 2025Q4: 18,190 shares; 2026Q1: 29,298 shares; 2026Q2: 38,104 shares 38,104 $1.1M 0.14% +8,806 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,219 shares; 2024Q4: 23,621 shares; 2025Q1: 23,738 shares; 2025Q2: 23,738 shares; 2025Q3: 23,738 shares; 2025Q4: 23,738 shares; 2026Q1: 23,738 shares; 2026Q2: 23,738 shares 23,738 $1.08M 0.13% 0 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,597 shares; 2025Q1: 23,212 shares; 2025Q2: 23,083 shares; 2025Q3: 23,083 shares; 2025Q4: 23,066 shares; 2026Q1: 23,066 shares; 2026Q2: 23,118 shares 23,118 $1.07M 0.13% +52 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,620 shares; 2024Q4: 2,785 shares; 2025Q1: 2,668 shares; 2025Q2: 3,124 shares; 2025Q3: 3,073 shares; 2025Q4: 3,075 shares; 2026Q1: 3,040 shares; 2026Q2: 3,449 shares 3,449 $1.07M 0.13% +409 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; 2024Q3: 5,937 shares; 2024Q4: 5,970 shares; 2025Q1: 5,403 shares; 2025Q2: 5,710 shares; 2025Q3: 5,725 shares; 2025Q4: 5,846 shares; 2026Q1: 5,647 shares; 2026Q2: 5,608 shares 5,608 $1.07M 0.13% -39 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,179 shares; 2024Q4: 14,139 shares; 2025Q1: 13,982 shares; 2025Q2: 14,360 shares; 2025Q3: 14,327 shares; 2025Q4: 11,449 shares; 2026Q1: 11,642 shares; 2026Q2: 11,741 shares 11,741 $1.03M 0.13% +99 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,326 shares; 2024Q4: 4,326 shares; 2025Q1: 4,337 shares; 2025Q2: 4,330 shares; 2025Q3: 4,330 shares; 2025Q4: 4,348 shares; 2026Q1: 4,344 shares; 2026Q2: 4,336 shares 4,336 $1.03M 0.13% -8 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,496 shares; 2024Q4: 10,496 shares; 2025Q1: 10,457 shares; 2025Q2: 10,328 shares; 2025Q3: 10,322 shares; 2025Q4: 10,710 shares; 2026Q1: 10,576 shares; 2026Q2: 10,576 shares 10,576 $1.02M 0.13% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,301 shares; 2024Q4: 12,301 shares; 2025Q1: 12,241 shares; 2025Q2: 12,108 shares; 2025Q3: 12,029 shares; 2025Q4: 12,100 shares; 2026Q1: 12,079 shares; 2026Q2: 12,095 shares 12,095 $1.02M 0.13% +16 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,271 shares; 2024Q4: 3,279 shares; 2025Q1: 3,402 shares; 2025Q2: 3,472 shares; 2025Q3: 3,465 shares; 2025Q4: 3,590 shares; 2026Q1: 3,526 shares; 2026Q2: 3,575 shares 3,575 $1.01M 0.12% +49 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,568 shares; 2024Q4: 3,610 shares; 2025Q1: 3,650 shares; 2025Q2: 3,669 shares; 2025Q3: 3,599 shares; 2025Q4: 3,594 shares; 2026Q1: 3,661 shares; 2026Q2: 3,663 shares 3,663 $990K 0.12% +2 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; 2024Q3: 3,092 shares; 2024Q4: 3,090 shares; 2025Q1: 3,092 shares; 2025Q2: 3,053 shares; 2025Q3: 3,095 shares; 2025Q4: 3,082 shares; 2026Q1: 3,075 shares; 2026Q2: 2,813 shares 2,813 $972K 0.12% -262 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,684 shares; 2024Q4: 3,684 shares; 2025Q1: 3,508 shares; 2025Q2: 3,521 shares; 2025Q3: 3,521 shares; 2025Q4: 3,522 shares; 2026Q1: 3,476 shares; 2026Q2: 3,476 shares 3,476 $917K 0.11% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,077 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,415 shares; 2025Q3: 1,389 shares; 2025Q4: 1,760 shares; 2026Q1: 1,442 shares; 2026Q2: 1,265 shares 1,265 $915K 0.11% -177 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,753 shares; 2024Q4: 1,609 shares; 2025Q1: 2,115 shares; 2025Q2: 2,407 shares; 2025Q3: 2,395 shares; 2025Q4: 2,450 shares; 2026Q1: 2,366 shares; 2026Q2: 2,400 shares 2,400 $897K 0.11% +34 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; 2024Q3: 1,715 shares; 2024Q4: 1,554 shares; 2025Q1: 1,527 shares; 2025Q2: 1,677 shares; 2025Q3: 1,505 shares; 2025Q4: 1,548 shares; 2026Q1: 1,316 shares; 2026Q2: 1,233 shares 1,233 $888K 0.11% -83 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,048 shares; 2024Q4: 6,048 shares; 2025Q1: 6,048 shares; 2025Q2: 6,048 shares; 2025Q3: 6,108 shares; 2025Q4: 6,109 shares; 2026Q1: 6,711 shares; 2026Q2: 6,711 shares 6,711 $888K 0.11% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 429 shares; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 422 shares; 2026Q1: 422 shares; 2026Q2: 432 shares 432 $859K 0.11% +10 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,437 shares; 2024Q4: 5,692 shares; 2025Q1: 5,759 shares; 2025Q2: 6,132 shares; 2025Q3: 6,304 shares; 2025Q4: 5,953 shares; 2026Q1: 5,802 shares; 2026Q2: 5,845 shares 5,845 $857K 0.11% +43 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,324 shares; 2026Q2: 2,324 shares 2,324 $856K 0.11% 0 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; 2024Q3: 2,488 shares; 2024Q4: 2,489 shares; 2025Q1: 2,496 shares; 2025Q2: 2,498 shares; 2025Q3: 2,438 shares; 2025Q4: 2,445 shares; 2026Q1: 2,458 shares; 2026Q2: 2,430 shares 2,430 $822K 0.1% -28 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,720 shares; 2024Q4: 1,633 shares; 2025Q1: 1,629 shares; 2025Q2: 1,626 shares; 2025Q3: 1,894 shares; 2025Q4: 5,113 shares; 2026Q1: 5,090 shares; 2026Q2: 5,096 shares 5,096 $815K 0.1% +6 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,535 shares; 2024Q4: 2,449 shares; 2025Q1: 2,333 shares; 2025Q2: 1,850 shares; 2025Q3: 1,981 shares; 2025Q4: 2,199 shares; 2026Q1: 1,971 shares; 2026Q2: 1,946 shares 1,946 $809K 0.1% -25 Timeline EE EXCELERATE ENERGY INC More: the full row for EXCELERATE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,000 shares; 2024Q4: 21,000 shares; 2025Q1: 21,000 shares; 2025Q2: 21,000 shares; 2025Q3: 21,000 shares; 2025Q4: 21,000 shares; 2026Q1: 21,000 shares; 2026Q2: 21,000 shares 21,000 $798K 0.1% 0 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; 2024Q3: 10,202 shares; 2024Q4: 11,273 shares; 2025Q1: 10,536 shares; 2025Q2: 9,653 shares; 2025Q3: 9,652 shares; 2025Q4: 10,332 shares; 2026Q1: 9,981 shares; 2026Q2: 9,947 shares 9,947 $767K 0.09% -34 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,723 shares; 2024Q4: 1,728 shares; 2025Q1: 1,987 shares; 2025Q2: 1,753 shares; 2025Q3: 1,825 shares; 2025Q4: 2,050 shares; 2026Q1: 1,965 shares; 2026Q2: 1,816 shares 1,816 $764K 0.09% -149 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,262 shares; 2025Q4: not reported; 2026Q1: 14,141 shares; 2026Q2: 14,205 shares 14,205 $760K 0.09% +64 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,630 shares; 2025Q1: 2,084 shares; 2025Q2: 2,029 shares; 2025Q3: 2,029 shares; 2025Q4: 2,022 shares; 2026Q1: 1,967 shares; 2026Q2: 1,970 shares 1,970 $759K 0.09% +3 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,323 shares 8,323 $759K 0.09% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,145 shares; 2024Q4: 1,153 shares; 2025Q1: 1,087 shares; 2025Q2: 830 shares; 2025Q3: 830 shares; 2025Q4: 839 shares; 2026Q1: 1,008 shares; 2026Q2: 1,009 shares 1,009 $743K 0.09% +1 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; 2024Q3: 3,273 shares; 2024Q4: 3,214 shares; 2025Q1: 3,636 shares; 2025Q2: 2,784 shares; 2025Q3: 2,784 shares; 2025Q4: 2,948 shares; 2026Q1: 2,934 shares; 2026Q2: 2,897 shares 2,897 $741K 0.09% -37 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,844 shares; 2024Q4: 2,830 shares; 2025Q1: 2,827 shares; 2025Q2: 2,867 shares; 2025Q3: 2,894 shares; 2025Q4: 2,978 shares; 2026Q1: 2,876 shares; 2026Q2: 2,833 shares 2,833 $739K 0.09% -43 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,177 shares; 2024Q4: 3,170 shares; 2025Q1: 3,195 shares; 2025Q2: 3,126 shares; 2025Q3: 3,126 shares; 2025Q4: 3,294 shares; 2026Q1: 3,183 shares; 2026Q2: 3,183 shares 3,183 $702K 0.09% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,945 shares; 2024Q4: 1,949 shares; 2025Q1: 1,922 shares; 2025Q2: 1,877 shares; 2025Q3: 1,877 shares; 2025Q4: 1,917 shares; 2026Q1: 1,892 shares; 2026Q2: 2,204 shares 2,204 $693K 0.09% +312 Timeline FCCO FIRST CMNTY CORP S C More: the full row for FIRST CMNTY CORP S C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,616 shares; 2024Q4: 45,271 shares; 2025Q1: 41,067 shares; 2025Q2: 39,823 shares; 2025Q3: 36,840 shares; 2025Q4: 35,762 shares; 2026Q1: 32,900 shares; 2026Q2: 21,188 shares 21,188 $692K 0.09% -11,712 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,387 shares; 2024Q4: 7,385 shares; 2025Q1: 7,819 shares; 2025Q2: 7,435 shares; 2025Q3: 7,396 shares; 2025Q4: 8,425 shares; 2026Q1: 8,139 shares; 2026Q2: 7,118 shares 7,118 $685K 0.08% -1,021 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 672 shares; 2025Q3: 681 shares; 2025Q4: 654 shares; 2026Q1: 646 shares; 2026Q2: 577 shares 577 $678K 0.08% -69 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,973 shares; 2024Q4: 14,032 shares; 2025Q1: 14,042 shares; 2025Q2: 14,367 shares; 2025Q3: 16,284 shares; 2025Q4: 16,348 shares; 2026Q1: 16,352 shares; 2026Q2: 16,498 shares 16,498 $662K 0.08% +146 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,508 shares; 2024Q4: 1,630 shares; 2025Q1: 2,019 shares; 2025Q2: 1,998 shares; 2025Q3: 1,977 shares; 2025Q4: 1,999 shares; 2026Q1: 1,798 shares; 2026Q2: 1,891 shares 1,891 $649K 0.08% +93 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,805 shares; 2024Q4: 23,375 shares; 2025Q1: 20,598 shares; 2025Q2: 19,846 shares; 2025Q3: 19,741 shares; 2025Q4: 17,480 shares; 2026Q1: 18,054 shares; 2026Q2: 17,833 shares 17,833 $647K 0.08% -221 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,274 shares; 2025Q4: 12,818 shares; 2026Q1: 12,818 shares; 2026Q2: 16,328 shares 16,328 $630K 0.08% +3,510 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,416 shares; 2024Q4: 2,418 shares; 2025Q1: 2,429 shares; 2025Q2: 2,421 shares; 2025Q3: 2,421 shares; 2025Q4: 2,626 shares; 2026Q1: 2,541 shares; 2026Q2: 2,636 shares 2,636 $627K 0.08% +95 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,948 shares; 2024Q4: 22,645 shares; 2025Q1: 22,679 shares; 2025Q2: 22,797 shares; 2025Q3: 22,382 shares; 2025Q4: 27,214 shares; 2026Q1: 25,480 shares; 2026Q2: 25,600 shares 25,600 $616K 0.08% +120 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,107 shares; 2024Q4: 1,111 shares; 2025Q1: 1,190 shares; 2025Q2: 1,395 shares; 2025Q3: 1,406 shares; 2025Q4: 1,547 shares; 2026Q1: 1,475 shares; 2026Q2: 1,404 shares 1,404 $598K 0.07% -71 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,592 shares; 2024Q4: 16,996 shares; 2025Q1: 16,238 shares; 2025Q2: 16,240 shares; 2025Q3: 16,379 shares; 2025Q4: 16,382 shares; 2026Q1: 16,577 shares; 2026Q2: 16,539 shares 16,539 $598K 0.07% -38 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,916 shares; 2024Q4: 22,884 shares; 2025Q1: not reported; 2025Q2: 47,394 shares; 2025Q3: 37,739 shares; 2025Q4: 40,000 shares; 2026Q1: 39,261 shares; 2026Q2: 37,625 shares 37,625 $597K 0.07% -1,636 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,234 shares; 2024Q4: 5,240 shares; 2025Q1: 5,372 shares; 2025Q2: 4,129 shares; 2025Q3: 4,046 shares; 2025Q4: 4,086 shares; 2026Q1: 4,992 shares; 2026Q2: 4,388 shares 4,388 $597K 0.07% -604 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,645 shares; 2024Q4: 5,072 shares; 2025Q1: 3,729 shares; 2025Q2: 3,611 shares; 2025Q3: 3,602 shares; 2025Q4: 4,101 shares; 2026Q1: 3,896 shares; 2026Q2: 3,560 shares 3,560 $590K 0.07% -336 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,212 shares; 2024Q4: 2,156 shares; 2025Q1: 2,520 shares; 2025Q2: 2,367 shares; 2025Q3: 2,297 shares; 2025Q4: 2,485 shares; 2026Q1: 2,373 shares; 2026Q2: 2,332 shares 2,332 $587K 0.07% -41 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,073 shares; 2024Q4: 5,074 shares; 2025Q1: 5,787 shares; 2025Q2: 6,357 shares; 2025Q3: 6,251 shares; 2025Q4: 7,785 shares; 2026Q1: 7,135 shares; 2026Q2: 7,016 shares 7,016 $580K 0.07% -119 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,261 shares; 2024Q4: 7,261 shares; 2025Q1: 7,261 shares; 2025Q2: 7,193 shares; 2025Q3: 7,193 shares; 2025Q4: 7,442 shares; 2026Q1: 7,442 shares; 2026Q2: 5,984 shares 5,984 $577K 0.07% -1,458 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,083 shares; 2025Q1: not reported; 2025Q2: 1,083 shares; 2025Q3: 1,083 shares; 2025Q4: 1,204 shares; 2026Q1: 1,204 shares; 2026Q2: 1,204 shares 1,204 $575K 0.07% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,760 shares; 2024Q4: 6,760 shares; 2025Q1: 6,760 shares; 2025Q2: 6,072 shares; 2025Q3: 7,160 shares; 2025Q4: 7,160 shares; 2026Q1: 7,160 shares; 2026Q2: 7,160 shares 7,160 $526K 0.06% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,578 shares; 2024Q4: 1,578 shares; 2025Q1: 1,578 shares; 2025Q2: 1,547 shares; 2025Q3: 1,402 shares; 2025Q4: 1,269 shares; 2026Q1: 1,269 shares; 2026Q2: 1,269 shares 1,269 $520K 0.06% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,546 shares; 2024Q4: 5,282 shares; 2025Q1: 6,013 shares; 2025Q2: 5,360 shares; 2025Q3: 5,086 shares; 2025Q4: 5,590 shares; 2026Q1: 4,952 shares; 2026Q2: 5,013 shares 5,013 $519K 0.06% +61 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,634 shares; 2024Q4: 3,565 shares; 2025Q1: 3,722 shares; 2025Q2: 3,707 shares; 2025Q3: 4,258 shares; 2025Q4: 4,298 shares; 2026Q1: 3,584 shares; 2026Q2: 3,728 shares 3,728 $510K 0.06% +144 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,709 shares; 2024Q4: 6,613 shares; 2025Q1: 6,875 shares; 2025Q2: 6,574 shares; 2025Q3: 6,583 shares; 2025Q4: 7,256 shares; 2026Q1: 7,174 shares; 2026Q2: 7,409 shares 7,409 $506K 0.06% +235 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,351 shares; 2024Q4: 1,296 shares; 2025Q1: 1,302 shares; 2025Q2: 1,425 shares; 2025Q3: 1,504 shares; 2025Q4: 1,608 shares; 2026Q1: 1,432 shares; 2026Q2: 1,420 shares 1,420 $503K 0.06% -12 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,268 shares 11,268 $500K 0.06% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,127 shares; 2024Q4: 1,131 shares; 2025Q1: 1,140 shares; 2025Q2: 1,112 shares; 2025Q3: 1,112 shares; 2025Q4: 1,162 shares; 2026Q1: 1,155 shares; 2026Q2: 1,096 shares 1,096 $496K 0.06% -59 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,168 shares; 2024Q4: 8,168 shares; 2025Q1: 8,244 shares; 2025Q2: 7,823 shares; 2025Q3: 7,780 shares; 2025Q4: 7,902 shares; 2026Q1: 9,735 shares; 2026Q2: 9,865 shares 9,865 $491K 0.06% +130 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,868 shares; 2024Q4: 1,864 shares; 2025Q1: 1,856 shares; 2025Q2: 1,864 shares; 2025Q3: 1,846 shares; 2025Q4: 2,057 shares; 2026Q1: 2,055 shares; 2026Q2: 1,771 shares 1,771 $488K 0.06% -284 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,986 shares; 2024Q4: 2,437 shares; 2025Q1: 2,868 shares; 2025Q2: 2,694 shares; 2025Q3: 2,694 shares; 2025Q4: 2,565 shares; 2026Q1: 2,529 shares; 2026Q2: 2,573 shares 2,573 $488K 0.06% +44 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,034 shares; 2024Q4: 1,046 shares; 2025Q1: 1,086 shares; 2025Q2: 945 shares; 2025Q3: 948 shares; 2025Q4: 1,207 shares; 2026Q1: 1,308 shares; 2026Q2: 1,212 shares 1,212 $481K 0.06% -96 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,445 shares; 2024Q4: 3,443 shares; 2025Q1: 3,398 shares; 2025Q2: 3,494 shares; 2025Q3: 3,492 shares; 2025Q4: 3,406 shares; 2026Q1: 3,414 shares; 2026Q2: 3,415 shares 3,415 $480K 0.06% +1 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,056 shares; 2024Q4: 2,039 shares; 2025Q1: 2,043 shares; 2025Q2: 2,030 shares; 2025Q3: 2,033 shares; 2025Q4: 2,042 shares; 2026Q1: 2,047 shares; 2026Q2: 2,026 shares 2,026 $479K 0.06% -21 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,758 shares; 2024Q4: 1,841 shares; 2025Q1: 1,642 shares; 2025Q2: 1,924 shares; 2025Q3: 1,828 shares; 2025Q4: 1,871 shares; 2026Q1: 1,656 shares; 2026Q2: 1,579 shares 1,579 $471K 0.06% -77 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,266 shares; 2024Q4: 25,975 shares; 2025Q1: 27,310 shares; 2025Q2: 26,985 shares; 2025Q3: 26,703 shares; 2025Q4: 24,664 shares; 2026Q1: 22,966 shares; 2026Q2: 22,718 shares 22,718 $470K 0.06% -248 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,068 shares; 2026Q2: 15,345 shares 15,345 $461K 0.06% +277 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 948 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 925 shares; 2026Q2: 3,699 shares 3,699 $459K 0.06% +2,774 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; 2024Q3: 842 shares; 2024Q4: 551 shares; 2025Q1: 854 shares; 2025Q2: 979 shares; 2025Q3: 628 shares; 2025Q4: 671 shares; 2026Q1: not reported; 2026Q2: 1,144 shares 1,144 $442K 0.05% 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; 2024Q3: 1,921 shares; 2024Q4: 1,876 shares; 2025Q1: 1,876 shares; 2025Q2: 1,918 shares; 2025Q3: 1,918 shares; 2025Q4: 1,977 shares; 2026Q1: 1,935 shares; 2026Q2: 1,896 shares 1,896 $442K 0.05% -39 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 945 shares; 2026Q2: 2,145 shares 2,145 $440K 0.05% +1,200 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,215 shares; 2026Q2: 5,700 shares 5,700 $440K 0.05% +485 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 397 shares; 2025Q3: 378 shares; 2025Q4: 423 shares; 2026Q1: 473 shares; 2026Q2: 428 shares 428 $433K 0.05% -45 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,445 shares; 2026Q2: 4,445 shares 4,445 $429K 0.05% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,365 shares 9,365 $426K 0.05% new Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,368 shares; 2026Q2: 16,311 shares 16,311 $426K 0.05% -1,057 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,521 shares; 2024Q4: 10,752 shares; 2025Q1: 10,154 shares; 2025Q2: 10,054 shares; 2025Q3: 16,839 shares; 2025Q4: 14,157 shares; 2026Q1: 14,787 shares; 2026Q2: 12,202 shares 12,202 $425K 0.05% -2,585 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,845 shares; 2024Q4: 1,855 shares; 2025Q1: 1,606 shares; 2025Q2: 1,415 shares; 2025Q3: 2,165 shares; 2025Q4: 2,164 shares; 2026Q1: 2,148 shares; 2026Q2: 2,597 shares 2,597 $420K 0.05% +449 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 896 shares; 2025Q3: 916 shares; 2025Q4: 903 shares; 2026Q1: 1,242 shares; 2026Q2: 1,247 shares 1,247 $412K 0.05% +5 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,440 shares; 2026Q2: 4,975 shares 4,975 $410K 0.05% +535 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,041 shares; 2024Q4: 6,494 shares; 2025Q1: 6,518 shares; 2025Q2: 6,529 shares; 2025Q3: 6,670 shares; 2025Q4: 7,394 shares; 2026Q1: 7,451 shares; 2026Q2: 7,222 shares 7,222 $407K 0.05% -229 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 446 shares; 2024Q4: 450 shares; 2025Q1: 616 shares; 2025Q2: 573 shares; 2025Q3: 571 shares; 2025Q4: 590 shares; 2026Q1: 776 shares; 2026Q2: 792 shares 792 $407K 0.05% +16 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,660 shares; 2025Q3: 2,660 shares; 2025Q4: 2,788 shares; 2026Q1: 2,774 shares; 2026Q2: 2,772 shares 2,772 $406K 0.05% -2 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; 2024Q3: 1,786 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,278 shares; 2025Q3: 2,307 shares; 2025Q4: 2,297 shares; 2026Q1: 2,280 shares; 2026Q2: 1,901 shares 1,901 $406K 0.05% -379 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,364 shares; 2024Q4: 8,364 shares; 2025Q1: 8,566 shares; 2025Q2: 8,420 shares; 2025Q3: 8,359 shares; 2025Q4: 8,474 shares; 2026Q1: 8,459 shares; 2026Q2: 8,207 shares 8,207 $403K 0.05% -252 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,562 shares; 2026Q2: 1,803 shares 1,803 $391K 0.05% +241 Timeline EMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,854 shares; 2024Q4: 7,058 shares; 2025Q1: 7,058 shares; 2025Q2: 7,058 shares; 2025Q3: 7,058 shares; 2025Q4: 7,058 shares; 2026Q1: 7,058 shares; 2026Q2: 6,709 shares 6,709 $389K 0.05% -349 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,340 shares 10,340 $385K 0.05% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 559 shares; 2024Q4: 565 shares; 2025Q1: 597 shares; 2025Q2: 598 shares; 2025Q3: 598 shares; 2025Q4: 5,778 shares; 2026Q1: 5,456 shares; 2026Q2: 5,367 shares 5,367 $383K 0.05% -89 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,066 shares; 2024Q4: 1,066 shares; 2025Q1: 1,068 shares; 2025Q2: 1,197 shares; 2025Q3: 1,181 shares; 2025Q4: 1,207 shares; 2026Q1: 1,073 shares; 2026Q2: 1,128 shares 1,128 $382K 0.05% +55 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,641 shares; 2025Q4: 1,832 shares; 2026Q1: 1,760 shares; 2026Q2: 1,738 shares 1,738 $376K 0.05% -22 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 918 shares; 2024Q4: 918 shares; 2025Q1: 899 shares; 2025Q2: 908 shares; 2025Q3: 908 shares; 2025Q4: 896 shares; 2026Q1: 891 shares; 2026Q2: 891 shares 891 $370K 0.05% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,657 shares; 2025Q3: 1,657 shares; 2025Q4: 1,485 shares; 2026Q1: 1,485 shares; 2026Q2: 1,485 shares 1,485 $364K 0.05% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,621 shares; 2024Q4: 20,699 shares; 2025Q1: 20,594 shares; 2025Q2: 26,324 shares; 2025Q3: 26,078 shares; 2025Q4: 27,311 shares; 2026Q1: 26,363 shares; 2026Q2: 25,695 shares 25,695 $357K 0.04% -668 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,044 shares; 2024Q4: 1,022 shares; 2025Q1: 1,160 shares; 2025Q2: 1,024 shares; 2025Q3: 1,093 shares; 2025Q4: 1,092 shares; 2026Q1: 1,050 shares; 2026Q2: 908 shares 908 $354K 0.04% -142 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,711 shares; 2024Q4: 5,699 shares; 2025Q1: 5,625 shares; 2025Q2: 4,914 shares; 2025Q3: 4,914 shares; 2025Q4: 5,141 shares; 2026Q1: 5,141 shares; 2026Q2: 4,900 shares 4,900 $351K 0.04% -241 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,240 shares; 2025Q1: 2,259 shares; 2025Q2: 2,259 shares; 2025Q3: 2,920 shares; 2025Q4: 2,439 shares; 2026Q1: 2,383 shares; 2026Q2: 2,383 shares 2,383 $349K 0.04% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,820 shares; 2024Q4: 2,820 shares; 2025Q1: 2,956 shares; 2025Q2: 2,793 shares; 2025Q3: 2,842 shares; 2025Q4: 2,892 shares; 2026Q1: 2,934 shares; 2026Q2: 2,937 shares 2,937 $347K 0.04% +3 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 662 shares; 2024Q4: 662 shares; 2025Q1: 638 shares; 2025Q2: 767 shares; 2025Q3: 759 shares; 2025Q4: 789 shares; 2026Q1: 690 shares; 2026Q2: 695 shares 695 $341K 0.04% +5 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 999 shares 999 $341K 0.04% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,939 shares; 2024Q4: 1,973 shares; 2025Q1: 1,938 shares; 2025Q2: 2,045 shares; 2025Q3: 2,045 shares; 2025Q4: 2,257 shares; 2026Q1: 1,698 shares; 2026Q2: 1,838 shares 1,838 $340K 0.04% +140 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,958 shares; 2024Q4: 15,240 shares; 2025Q1: 16,002 shares; 2025Q2: 16,073 shares; 2025Q3: 13,340 shares; 2025Q4: 8,734 shares; 2026Q1: 7,522 shares; 2026Q2: 7,992 shares 7,992 $338K 0.04% +470 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; 2024Q3: 1,593 shares; 2024Q4: 1,579 shares; 2025Q1: 1,610 shares; 2025Q2: 1,602 shares; 2025Q3: 1,595 shares; 2025Q4: 1,576 shares; 2026Q1: 1,556 shares; 2026Q2: 1,531 shares 1,531 $338K 0.04% -25 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 349 shares 349 $337K 0.04% new Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,275 shares; 2024Q4: 4,275 shares; 2025Q1: 4,275 shares; 2025Q2: 4,275 shares; 2025Q3: 3,259 shares; 2025Q4: 3,259 shares; 2026Q1: 3,259 shares; 2026Q2: 3,259 shares 3,259 $333K 0.04% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,956 shares; 2025Q2: 1,755 shares; 2025Q3: 1,915 shares; 2025Q4: 1,989 shares; 2026Q1: 1,921 shares; 2026Q2: 1,958 shares 1,958 $331K 0.04% +37 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,470 shares; 2024Q4: 8,476 shares; 2025Q1: 8,482 shares; 2025Q2: 8,483 shares; 2025Q3: 8,483 shares; 2025Q4: 8,483 shares; 2026Q1: 8,484 shares; 2026Q2: 8,484 shares 8,484 $329K 0.04% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,266 shares; 2024Q4: 1,408 shares; 2025Q1: 1,723 shares; 2025Q2: 2,032 shares; 2025Q3: 2,028 shares; 2025Q4: 2,058 shares; 2026Q1: 2,152 shares; 2026Q2: 963 shares 963 $328K 0.04% -1,189 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,087 shares 1,087 $324K 0.04% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,396 shares; 2025Q3: 3,063 shares; 2025Q4: 3,108 shares; 2026Q1: 3,108 shares; 2026Q2: 3,147 shares 3,147 $324K 0.04% +39 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,469 shares; 2026Q1: 9,469 shares; 2026Q2: 9,469 shares 9,469 $321K 0.04% 0 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; 2024Q3: 3,041 shares; 2024Q4: 3,001 shares; 2025Q1: 3,021 shares; 2025Q2: 3,147 shares; 2025Q3: 3,017 shares; 2025Q4: 2,885 shares; 2026Q1: 2,849 shares; 2026Q2: 1,434 shares 1,434 $321K 0.04% -1,415 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 340 shares; 2025Q1: 359 shares; 2025Q2: 316 shares; 2025Q3: 316 shares; 2025Q4: 320 shares; 2026Q1: 324 shares; 2026Q2: 332 shares 332 $319K 0.04% +8 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,924 shares; 2024Q4: 5,944 shares; 2025Q1: 6,019 shares; 2025Q2: 5,977 shares; 2025Q3: 5,634 shares; 2025Q4: 5,732 shares; 2026Q1: 5,508 shares; 2026Q2: 5,517 shares 5,517 $318K 0.04% +9 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; 2024Q3: not reported; 2024Q4: 2,975 shares; 2025Q1: 3,258 shares; 2025Q2: 3,649 shares; 2025Q3: 3,649 shares; 2025Q4: 3,627 shares; 2026Q1: 3,369 shares; 2026Q2: 3,434 shares 3,434 $317K 0.04% +65 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 824 shares; 2024Q4: 824 shares; 2025Q1: 824 shares; 2025Q2: 830 shares; 2025Q3: 830 shares; 2025Q4: 830 shares; 2026Q1: 830 shares; 2026Q2: 3,880 shares 3,880 $313K 0.04% +3,050 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,014 shares; 2024Q4: 15,040 shares; 2025Q1: 14,614 shares; 2025Q2: 14,591 shares; 2025Q3: 14,608 shares; 2025Q4: 15,003 shares; 2026Q1: 14,911 shares; 2026Q2: 14,541 shares 14,541 $310K 0.04% -370 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,044 shares; 2024Q4: 10,069 shares; 2025Q1: 9,796 shares; 2025Q2: 10,497 shares; 2025Q3: 10,467 shares; 2025Q4: 11,166 shares; 2026Q1: 14,184 shares; 2026Q2: 13,732 shares 13,732 $301K 0.04% -452 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,439 shares; 2024Q4: 4,445 shares; 2025Q1: 4,568 shares; 2025Q2: 4,568 shares; 2025Q3: 4,568 shares; 2025Q4: 4,963 shares; 2026Q1: 4,142 shares; 2026Q2: 4,142 shares 4,142 $298K 0.04% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,498 shares; 2025Q2: 2,378 shares; 2025Q3: 2,378 shares; 2025Q4: 2,543 shares; 2026Q1: 2,159 shares; 2026Q2: 3,038 shares 3,038 $291K 0.04% +879 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,297 shares; 2024Q4: 1,297 shares; 2025Q1: 1,297 shares; 2025Q2: 1,234 shares; 2025Q3: 1,234 shares; 2025Q4: 1,275 shares; 2026Q1: 1,275 shares; 2026Q2: 1,291 shares 1,291 $290K 0.04% +16 Timeline NGVT INGEVITY CORP More: the full row for INGEVITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,863 shares; 2025Q4: 3,863 shares; 2026Q1: 3,844 shares; 2026Q2: 3,844 shares 3,844 $287K 0.04% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,028 shares; 2024Q4: 5,028 shares; 2025Q1: 5,263 shares; 2025Q2: 3,074 shares; 2025Q3: 2,839 shares; 2025Q4: 4,000 shares; 2026Q1: 4,498 shares; 2026Q2: 3,686 shares 3,686 $286K 0.04% -812 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,875 shares; 2024Q4: 1,875 shares; 2025Q1: 1,875 shares; 2025Q2: 1,875 shares; 2025Q3: 1,875 shares; 2025Q4: 1,875 shares; 2026Q1: 1,717 shares; 2026Q2: 1,534 shares 1,534 $285K 0.04% -183 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,026 shares; 2024Q4: 1,018 shares; 2025Q1: 1,030 shares; 2025Q2: 904 shares; 2025Q3: 892 shares; 2025Q4: 846 shares; 2026Q1: 845 shares; 2026Q2: 856 shares 856 $284K 0.04% +11 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,882 shares; 2024Q4: not reported; 2025Q1: 2,882 shares; 2025Q2: 2,882 shares; 2025Q3: 2,882 shares; 2025Q4: 2,882 shares; 2026Q1: 2,882 shares; 2026Q2: 2,882 shares 2,882 $283K 0.03% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 756 shares; 2024Q4: 756 shares; 2025Q1: 756 shares; 2025Q2: 774 shares; 2025Q3: 859 shares; 2025Q4: 774 shares; 2026Q1: 774 shares; 2026Q2: 3,245 shares 3,245 $280K 0.03% +2,471 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 292 shares; 2026Q2: 2,333 shares 2,333 $279K 0.03% +2,041 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,266 shares; 2024Q4: 8,707 shares; 2025Q1: 8,795 shares; 2025Q2: 5,340 shares; 2025Q3: 5,293 shares; 2025Q4: 3,022 shares; 2026Q1: 2,831 shares; 2026Q2: 2,841 shares 2,841 $274K 0.03% +10 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; 2024Q3: 4,535 shares; 2024Q4: 4,535 shares; 2025Q1: 4,535 shares; 2025Q2: 4,535 shares; 2025Q3: 807 shares; 2025Q4: 807 shares; 2026Q1: 807 shares; 2026Q2: 807 shares 807 $273K 0.03% 0 Timeline VSTS VESTIS CORPORATION More: the full row for VESTIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,764 shares; 2024Q4: 25,764 shares; 2025Q1: 25,764 shares; 2025Q2: 25,764 shares; 2025Q3: 28,058 shares; 2025Q4: 28,058 shares; 2026Q1: 25,764 shares; 2026Q2: 18,798 shares 18,798 $273K 0.03% -6,966 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,295 shares; 2026Q1: 6,274 shares; 2026Q2: 5,661 shares 5,661 $269K 0.03% -613 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,536 shares; 2024Q4: 5,606 shares; 2025Q1: 5,616 shares; 2025Q2: 5,631 shares; 2025Q3: 5,659 shares; 2025Q4: 5,727 shares; 2026Q1: 5,740 shares; 2026Q2: 5,670 shares 5,670 $269K 0.03% -70 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,051 shares; 2026Q1: 1,042 shares; 2026Q2: 1,041 shares 1,041 $256K 0.03% -1 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,947 shares; 2026Q2: 1,963 shares 1,963 $255K 0.03% +16 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,165 shares; 2025Q4: 1,097 shares; 2026Q1: 1,086 shares; 2026Q2: 1,114 shares 1,114 $253K 0.03% +28 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,445 shares; 2026Q2: 1,660 shares 1,660 $251K 0.03% +215 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,622 shares 2,622 $248K 0.03% new Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,550 shares; 2026Q1: 10,803 shares; 2026Q2: 7,594 shares 7,594 $247K 0.03% -3,209 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 910 shares; 2026Q1: 862 shares; 2026Q2: 789 shares 789 $247K 0.03% -73 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,221 shares; 2026Q1: 1,139 shares; 2026Q2: 767 shares 767 $243K 0.03% -372 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,874 shares; 2024Q4: 1,826 shares; 2025Q1: 1,930 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,863 shares; 2026Q2: 1,841 shares 1,841 $240K 0.03% -22 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,749 shares; 2025Q2: 6,216 shares; 2025Q3: 6,660 shares; 2025Q4: 5,899 shares; 2026Q1: 4,714 shares; 2026Q2: 4,574 shares 4,574 $240K 0.03% -140 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 428 shares; 2025Q4: 654 shares; 2026Q1: 596 shares; 2026Q2: 457 shares 457 $235K 0.03% -139 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,223 shares 1,223 $232K 0.03% new Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,286 shares; 2025Q4: 2,286 shares; 2026Q1: 2,286 shares; 2026Q2: 2,307 shares 2,307 $230K 0.03% +21 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 648 shares; 2025Q4: 715 shares; 2026Q1: not reported; 2026Q2: 609 shares 609 $229K 0.03% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,661 shares; 2025Q2: not reported; 2025Q3: 1,661 shares; 2025Q4: 1,661 shares; 2026Q1: 1,661 shares; 2026Q2: 8,305 shares 8,305 $228K 0.03% +6,644 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,301 shares; 2026Q2: 7,301 shares 7,301 $227K 0.03% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,369 shares 2,369 $226K 0.03% new Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,400 shares 3,400 $226K 0.03% new Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,030 shares; 2025Q2: 3,096 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,098 shares; 2026Q2: 2,107 shares 2,107 $225K 0.03% +9 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,911 shares 1,911 $224K 0.03% new Timeline DSMC ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,741 shares; 2024Q4: 7,747 shares; 2025Q1: 6,564 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,504 shares 5,504 $222K 0.03% new Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $218K 0.03% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 301 shares; 2026Q1: 279 shares; 2026Q2: 283 shares 283 $214K 0.03% +4 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; 2024Q3: not reported; 2024Q4: 1,584 shares; 2025Q1: 1,587 shares; 2025Q2: 1,613 shares; 2025Q3: 1,613 shares; 2025Q4: 1,702 shares; 2026Q1: 1,575 shares; 2026Q2: 1,584 shares 1,584 $213K 0.03% +9 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 494 shares 494 $213K 0.03% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,807 shares; 2024Q4: 2,682 shares; 2025Q1: 1,976 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,990 shares; 2026Q2: 2,023 shares 2,023 $210K 0.03% +33 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,272 shares; 2026Q2: 746 shares 746 $210K 0.03% -526 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,064 shares 2,064 $208K 0.03% new Timeline BRT BRT APARTMENTS CORP More: the full row for BRT APARTMENTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,500 shares; 2024Q4: 17,500 shares; 2025Q1: 17,500 shares; 2025Q2: 17,500 shares; 2025Q3: 17,500 shares; 2025Q4: 17,500 shares; 2026Q1: 13,479 shares; 2026Q2: 13,479 shares 13,479 $207K 0.03% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,508 shares 2,508 $207K 0.03% new Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,596 shares; 2026Q2: 4,859 shares 4,859 $206K 0.03% +263 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,361 shares; 2024Q4: 11,361 shares; 2025Q1: 11,361 shares; 2025Q2: 11,361 shares; 2025Q3: 11,361 shares; 2025Q4: not reported; 2026Q1: 11,361 shares; 2026Q2: 11,361 shares 11,361 $197K 0.02% 0 Timeline DC DAKOTA GOLD CORP More: the full row for DAKOTA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,160 shares; 2025Q3: 40,160 shares; 2025Q4: 40,160 shares; 2026Q1: 40,160 shares; 2026Q2: 40,160 shares 40,160 $171K 0.02% 0 Timeline ASRV AMERISERV FINL INC More: the full row for AMERISERV FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,513 shares; 2024Q4: 42,513 shares; 2025Q1: 42,513 shares; 2025Q2: 42,513 shares; 2025Q3: 42,513 shares; 2025Q4: 42,513 shares; 2026Q1: 42,513 shares; 2026Q2: 42,513 shares 42,513 $165K 0.02% 0 Timeline SGMT SAGIMET BIOSCIENCES INC More: the full row for SAGIMET BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,149 shares; 2025Q2: 29,968 shares; 2025Q3: 29,968 shares; 2025Q4: 29,968 shares; 2026Q1: 18,064 shares; 2026Q2: 18,064 shares 18,064 $140K 0.02% 0 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares; 2026Q2: 13,000 shares 13,000 $134K 0.02% 0 Timeline PRME PRIME MEDICINE INC More: the full row for PRIME MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,188 shares; 2025Q4: 25,188 shares; 2026Q1: 25,188 shares; 2026Q2: 25,188 shares 25,188 $92.9K 0.01% 0 Timeline PACB PACIFIC BIOSCIENCES CALIF IN More: the full row for PACIFIC BIOSCIENCES CALIF IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares; 2026Q1: 51,238 shares; 2026Q2: 51,238 shares 51,238 $86.1K 0.01% 0 Timeline FBIO FORTRESS BIOTECH INC More: the full row for FORTRESS BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,534 shares; 2025Q4: 14,534 shares; 2026Q1: 14,534 shares; 2026Q2: 14,534 shares 14,534 $44.5K 0.01% 0 Timeline