IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,861 shares; 2024Q4: 33,108 shares; 2025Q1: 37,625 shares; 2025Q2: 39,084 shares; 2025Q3: 41,467 shares; 2025Q4: 42,151 shares; 2026Q1: 43,487 shares; 2026Q2: 207,276 shares 207,276 $25.7M 6.26% +163,789 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: 212,370 shares; 2024Q4: 213,006 shares; 2025Q1: 245,582 shares; 2025Q2: 252,664 shares; 2025Q3: 258,719 shares; 2025Q4: 261,734 shares; 2026Q1: 269,300 shares; 2026Q2: 301,937 shares 301,937 $23.3M 5.66% +32,637 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: 57,982 shares; 2024Q4: 58,394 shares; 2025Q1: 69,303 shares; 2025Q2: 71,396 shares; 2025Q3: 74,325 shares; 2025Q4: 73,591 shares; 2026Q1: 76,443 shares; 2026Q2: 94,443 shares 94,443 $22.3M 5.43% +18,000 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: 20,949 shares; 2024Q4: 20,883 shares; 2025Q1: 62,212 shares; 2025Q2: 61,954 shares; 2025Q3: 61,492 shares; 2025Q4: 61,201 shares; 2026Q1: 62,857 shares; 2026Q2: 71,724 shares 71,724 $20.8M 5.05% +8,867 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,207 shares; 2024Q4: 69,693 shares; 2025Q1: 79,799 shares; 2025Q2: 82,652 shares; 2025Q3: 87,649 shares; 2025Q4: 88,766 shares; 2026Q1: 96,476 shares; 2026Q2: 120,326 shares 120,326 $19M 4.62% +23,850 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,452 shares; 2024Q4: 106,279 shares; 2025Q1: 124,652 shares; 2025Q2: 126,953 shares; 2025Q3: 130,421 shares; 2025Q4: 128,490 shares; 2026Q1: 129,831 shares; 2026Q2: 140,951 shares 140,951 $11.2M 2.72% +11,120 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,128 shares; 2024Q4: 49,420 shares; 2025Q1: 58,045 shares; 2025Q2: 58,867 shares; 2025Q3: 60,315 shares; 2025Q4: 60,665 shares; 2026Q1: 62,322 shares; 2026Q2: 70,718 shares 70,718 $10.5M 2.55% +8,396 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: 17,295 shares; 2024Q4: 17,307 shares; 2025Q1: 19,581 shares; 2025Q2: 19,813 shares; 2025Q3: 24,885 shares; 2025Q4: 24,899 shares; 2026Q1: 25,365 shares; 2026Q2: 26,712 shares 26,712 $9.44M 2.3% +1,347 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,767 shares; 2024Q4: 31,024 shares; 2025Q1: 34,947 shares; 2025Q2: 36,082 shares; 2025Q3: 36,708 shares; 2025Q4: 42,028 shares; 2026Q1: 42,359 shares; 2026Q2: 72,628 shares 72,628 $9.28M 2.26% +30,269 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: 48,417 shares; 2024Q4: 48,320 shares; 2025Q1: 54,030 shares; 2025Q2: 55,947 shares; 2025Q3: 57,093 shares; 2025Q4: 56,972 shares; 2026Q1: 58,148 shares; 2026Q2: 62,513 shares 62,513 $8.54M 2.08% +4,365 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,626 shares; 2024Q4: 105,456 shares; 2025Q1: 109,551 shares; 2025Q2: 107,528 shares; 2025Q3: 105,705 shares; 2025Q4: 105,038 shares; 2026Q1: 105,430 shares; 2026Q2: 104,387 shares 104,387 $7.88M 1.92% -1,043 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: 21,431 shares; 2024Q4: 22,160 shares; 2025Q1: 25,231 shares; 2025Q2: 25,411 shares; 2025Q3: 26,049 shares; 2025Q4: 29,844 shares; 2026Q1: 31,086 shares; 2026Q2: 31,616 shares 31,616 $7.54M 1.83% +530 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,863 shares; 2024Q4: 31,894 shares; 2025Q1: 35,848 shares; 2025Q2: 37,071 shares; 2025Q3: 37,804 shares; 2025Q4: 37,277 shares; 2026Q1: 38,156 shares; 2026Q2: 41,610 shares 41,610 $7.43M 1.81% +3,454 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: 13,217 shares; 2024Q4: 13,184 shares; 2025Q1: 16,032 shares; 2025Q2: 16,209 shares; 2025Q3: 16,255 shares; 2025Q4: 18,415 shares; 2026Q1: 19,140 shares; 2026Q2: 19,814 shares 19,814 $7.39M 1.8% +674 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,254 shares; 2025Q1: 18,823 shares; 2025Q2: 40,522 shares; 2025Q3: 65,665 shares; 2025Q4: 72,137 shares; 2026Q1: 72,151 shares; 2026Q2: 72,373 shares 72,373 $5.49M 1.33% +222 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: 11,272 shares; 2024Q4: 11,264 shares; 2025Q1: 15,688 shares; 2025Q2: 15,859 shares; 2025Q3: 15,978 shares; 2025Q4: 16,553 shares; 2026Q1: 18,571 shares; 2026Q2: 19,746 shares 19,746 $5.01M 1.22% +1,175 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 10,068 shares; 2026Q2: 50,322 shares 50,322 $4.42M 1.08% +40,254 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,812 shares; 2024Q4: 108,180 shares; 2025Q1: 137,232 shares; 2025Q2: 146,699 shares; 2025Q3: 150,393 shares; 2025Q4: 154,708 shares; 2026Q1: 162,479 shares; 2026Q2: 198,458 shares 198,458 $4.39M 1.07% +35,979 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,564 shares; 2024Q4: 110,956 shares; 2025Q1: 140,685 shares; 2025Q2: 147,476 shares; 2025Q3: 150,707 shares; 2025Q4: 154,691 shares; 2026Q1: 165,158 shares; 2026Q2: 201,935 shares 201,935 $4.37M 1.06% +36,777 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,408 shares; 2024Q4: 106,796 shares; 2025Q1: 135,587 shares; 2025Q2: 144,978 shares; 2025Q3: 148,116 shares; 2025Q4: 153,156 shares; 2026Q1: 160,695 shares; 2026Q2: 195,308 shares 195,308 $4.37M 1.06% +34,613 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: 16,737 shares; 2024Q4: 16,616 shares; 2025Q1: 17,608 shares; 2025Q2: 17,633 shares; 2025Q3: 17,738 shares; 2025Q4: 17,113 shares; 2026Q1: 17,213 shares; 2026Q2: 17,086 shares 17,086 $4.37M 1.06% -127 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,944 shares; 2024Q4: 11,636 shares; 2025Q1: 20,091 shares; 2025Q2: 19,804 shares; 2025Q3: 19,959 shares; 2025Q4: 19,933 shares; 2026Q1: 20,017 shares; 2026Q2: 19,745 shares 19,745 $4.31M 1.05% -272 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,445 shares; 2024Q4: 103,412 shares; 2025Q1: 131,312 shares; 2025Q2: 140,504 shares; 2025Q3: 143,482 shares; 2025Q4: 148,230 shares; 2026Q1: 153,244 shares; 2026Q2: 183,636 shares 183,636 $4.2M 1.02% +30,392 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,869 shares; 2024Q4: 106,259 shares; 2025Q1: 134,584 shares; 2025Q2: 140,840 shares; 2025Q3: 144,105 shares; 2025Q4: 148,474 shares; 2026Q1: 147,762 shares; 2026Q2: 182,878 shares 182,878 $4.15M 1.01% +35,116 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,717 shares; 2024Q4: 119,208 shares; 2025Q1: 151,050 shares; 2025Q2: 160,202 shares; 2025Q3: 163,666 shares; 2025Q4: 168,609 shares; 2026Q1: 165,612 shares; 2026Q2: 205,085 shares 205,085 $4.14M 1.01% +39,473 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,884 shares; 2024Q4: 99,237 shares; 2025Q1: 125,912 shares; 2025Q2: 131,795 shares; 2025Q3: 134,915 shares; 2025Q4: 139,030 shares; 2026Q1: 138,531 shares; 2026Q2: 171,564 shares 171,564 $4.14M 1.01% +33,033 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,784 shares; 2024Q4: 123,280 shares; 2025Q1: 155,973 shares; 2025Q2: 163,473 shares; 2025Q3: 167,055 shares; 2025Q4: 172,186 shares; 2026Q1: 171,028 shares; 2026Q2: 211,769 shares 211,769 $4.14M 1.01% +40,741 Timeline IBTP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,158 shares; 2024Q4: 89,772 shares; 2025Q1: 115,794 shares; 2025Q2: 121,396 shares; 2025Q3: 124,499 shares; 2025Q4: 128,645 shares; 2026Q1: 128,199 shares; 2026Q2: 159,662 shares 159,662 $4.05M 0.99% +31,463 Timeline IBTQ 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: 121,970 shares; 2025Q4: 126,700 shares; 2026Q1: 125,970 shares; 2026Q2: 157,881 shares 157,881 $3.96M 0.96% +31,911 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: 5,029 shares; 2024Q4: 5,029 shares; 2025Q1: 5,899 shares; 2025Q2: 5,899 shares; 2025Q3: 5,899 shares; 2025Q4: 5,898 shares; 2026Q1: 8,295 shares; 2026Q2: 10,579 shares 10,579 $3.91M 0.95% +2,284 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: 17,680 shares; 2024Q4: 17,434 shares; 2025Q1: 25,313 shares; 2025Q2: 25,576 shares; 2025Q3: 26,009 shares; 2025Q4: 26,272 shares; 2026Q1: 26,525 shares; 2026Q2: 27,936 shares 27,936 $3.82M 0.93% +1,411 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; 2024Q3: 8,097 shares; 2024Q4: 8,030 shares; 2025Q1: 8,462 shares; 2025Q2: 8,509 shares; 2025Q3: 8,639 shares; 2025Q4: 8,339 shares; 2026Q1: 8,424 shares; 2026Q2: 15,826 shares 15,826 $3.54M 0.86% +7,402 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: 29,111 shares; 2024Q4: 28,381 shares; 2025Q1: 29,576 shares; 2025Q2: 29,731 shares; 2025Q3: 30,025 shares; 2025Q4: 30,202 shares; 2026Q1: 30,526 shares; 2026Q2: 30,234 shares 30,234 $3.42M 0.83% -292 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: 7,527 shares; 2024Q4: 7,489 shares; 2025Q1: 6,010 shares; 2025Q2: 6,116 shares; 2025Q3: 7,169 shares; 2025Q4: 7,591 shares; 2026Q1: 8,571 shares; 2026Q2: 9,518 shares 9,518 $3.4M 0.83% +947 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: 1,803 shares; 2024Q4: 1,803 shares; 2025Q1: 1,803 shares; 2025Q2: 1,803 shares; 2025Q3: 1,803 shares; 2025Q4: 1,803 shares; 2026Q1: 15,944 shares; 2026Q2: 14,665 shares 14,665 $3.2M 0.78% -1,279 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: 6,370 shares; 2024Q4: 5,655 shares; 2025Q1: 6,301 shares; 2025Q2: 6,286 shares; 2025Q3: 6,200 shares; 2025Q4: 6,167 shares; 2026Q1: 6,201 shares; 2026Q2: 36,743 shares 36,743 $3.17M 0.77% +30,542 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: 5,122 shares; 2024Q4: 5,111 shares; 2025Q1: 5,516 shares; 2025Q2: 5,667 shares; 2025Q3: 5,734 shares; 2025Q4: 5,368 shares; 2026Q1: 5,304 shares; 2026Q2: 5,315 shares 5,315 $2.99M 0.73% +11 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,729 shares; 2024Q4: 13,615 shares; 2025Q1: 14,558 shares; 2025Q2: 14,679 shares; 2025Q3: 14,935 shares; 2025Q4: 15,098 shares; 2026Q1: 15,631 shares; 2026Q2: 15,864 shares 15,864 $2.87M 0.7% +233 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: 6,380 shares; 2024Q4: 6,334 shares; 2025Q1: 7,043 shares; 2025Q2: 7,172 shares; 2025Q3: 7,305 shares; 2025Q4: 7,515 shares; 2026Q1: 7,528 shares; 2026Q2: 7,597 shares 7,597 $2.69M 0.65% +69 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,445 shares; 2024Q4: 11,325 shares; 2025Q1: 11,887 shares; 2025Q2: 11,989 shares; 2025Q3: 12,148 shares; 2025Q4: 12,138 shares; 2026Q1: 12,221 shares; 2026Q2: 12,391 shares 12,391 $2.64M 0.64% +170 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: 23,739 shares; 2024Q4: 23,886 shares; 2025Q1: 28,304 shares; 2025Q2: 28,678 shares; 2025Q3: 29,613 shares; 2025Q4: 28,818 shares; 2026Q1: 29,223 shares; 2026Q2: 30,363 shares 30,363 $2.47M 0.6% +1,140 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,795 shares; 2024Q4: 22,766 shares; 2025Q1: 24,948 shares; 2025Q2: 25,247 shares; 2025Q3: 25,807 shares; 2025Q4: 51,870 shares; 2026Q1: 52,280 shares; 2026Q2: 53,988 shares 53,988 $2.45M 0.6% +1,708 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,553 shares; 2024Q4: 9,470 shares; 2025Q1: 10,288 shares; 2025Q2: 10,394 shares; 2025Q3: 10,595 shares; 2025Q4: 10,275 shares; 2026Q1: 10,339 shares; 2026Q2: 10,507 shares 10,507 $2.34M 0.57% +168 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: 5,074 shares; 2024Q4: 5,066 shares; 2025Q1: 5,594 shares; 2025Q2: 5,670 shares; 2025Q3: 5,756 shares; 2025Q4: 6,348 shares; 2026Q1: 6,390 shares; 2026Q2: 6,464 shares 6,464 $2.28M 0.55% +74 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: 6,662 shares; 2024Q4: 6,684 shares; 2025Q1: 7,523 shares; 2025Q2: 7,635 shares; 2025Q3: 7,732 shares; 2025Q4: 7,865 shares; 2026Q1: 7,915 shares; 2026Q2: 8,027 shares 8,027 $2.18M 0.53% +112 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: 11,901 shares; 2024Q4: 11,772 shares; 2025Q1: 12,548 shares; 2025Q2: 12,669 shares; 2025Q3: 12,858 shares; 2025Q4: 12,723 shares; 2026Q1: 13,831 shares; 2026Q2: 14,001 shares 14,001 $2.12M 0.52% +170 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,525 shares; 2024Q4: 15,401 shares; 2025Q1: 18,196 shares; 2025Q2: 18,486 shares; 2025Q3: 19,120 shares; 2025Q4: 19,088 shares; 2026Q1: 19,750 shares; 2026Q2: 20,441 shares 20,441 $2.09M 0.51% +691 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,783 shares; 2024Q4: 21,774 shares; 2025Q1: 24,493 shares; 2025Q2: 24,797 shares; 2025Q3: 24,455 shares; 2025Q4: 24,349 shares; 2026Q1: 24,509 shares; 2026Q2: 24,957 shares 24,957 $2.09M 0.51% +448 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: 1,851 shares; 2025Q1: 2,049 shares; 2025Q2: 2,073 shares; 2025Q3: 2,098 shares; 2025Q4: 2,114 shares; 2026Q1: 2,116 shares; 2026Q2: 2,143 shares 2,143 $2.06M 0.5% +27 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: 6,026 shares; 2024Q4: 5,992 shares; 2025Q1: 6,607 shares; 2025Q2: 6,702 shares; 2025Q3: 6,831 shares; 2025Q4: 6,582 shares; 2026Q1: 7,001 shares; 2026Q2: 7,151 shares 7,151 $1.93M 0.47% +150 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,860 shares; 2025Q2: 2,282 shares; 2025Q3: 2,297 shares; 2025Q4: 2,180 shares; 2026Q1: 2,266 shares; 2026Q2: 2,593 shares 2,593 $1.91M 0.46% +327 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,821 shares; 2024Q4: 17,953 shares; 2025Q1: 19,980 shares; 2025Q2: 20,170 shares; 2025Q3: 20,607 shares; 2025Q4: 20,570 shares; 2026Q1: 20,547 shares; 2026Q2: 19,691 shares 19,691 $1.89M 0.46% -856 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: 8,196 shares; 2025Q3: 8,693 shares; 2025Q4: 8,497 shares; 2026Q1: 8,592 shares; 2026Q2: 8,728 shares 8,728 $1.89M 0.46% +136 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: 8,969 shares; 2024Q4: 8,662 shares; 2025Q1: 9,965 shares; 2025Q2: 9,893 shares; 2025Q3: 10,033 shares; 2025Q4: 10,295 shares; 2026Q1: 10,725 shares; 2026Q2: 11,254 shares 11,254 $1.87M 0.45% +529 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,358 shares; 2024Q4: 4,296 shares; 2025Q1: 4,441 shares; 2025Q2: 4,421 shares; 2025Q3: 4,463 shares; 2025Q4: 4,220 shares; 2026Q1: 4,131 shares; 2026Q2: 4,058 shares 4,058 $1.86M 0.45% -73 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 81,448 shares; 2025Q2: 81,448 shares; 2025Q3: 81,448 shares; 2025Q4: 74,585 shares; 2026Q1: 74,585 shares; 2026Q2: 74,585 shares 74,585 $1.85M 0.45% 0 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: 6,706 shares; 2024Q4: 6,680 shares; 2025Q1: 7,403 shares; 2025Q2: 7,493 shares; 2025Q3: 7,642 shares; 2025Q4: 8,051 shares; 2026Q1: 8,067 shares; 2026Q2: 8,178 shares 8,178 $1.81M 0.44% +111 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,014 shares; 2024Q4: 5,966 shares; 2025Q1: 6,502 shares; 2025Q2: 6,581 shares; 2025Q3: 6,678 shares; 2025Q4: 6,702 shares; 2026Q1: 6,739 shares; 2026Q2: 6,902 shares 6,902 $1.8M 0.44% +163 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: 3,811 shares; 2024Q4: 3,803 shares; 2025Q1: 4,302 shares; 2025Q2: 4,340 shares; 2025Q3: 4,563 shares; 2025Q4: 5,045 shares; 2026Q1: 5,081 shares; 2026Q2: 5,159 shares 5,159 $1.77M 0.43% +78 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: 1,954 shares; 2024Q4: 1,900 shares; 2025Q1: 2,031 shares; 2025Q2: 2,031 shares; 2025Q3: 2,031 shares; 2025Q4: 2,474 shares; 2026Q1: 2,459 shares; 2026Q2: 2,339 shares 2,339 $1.75M 0.43% -120 Timeline DUHP 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: 46,158 shares; 2026Q2: 41,665 shares 41,665 $1.74M 0.42% -4,493 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,435 shares; 2024Q4: 13,144 shares; 2025Q1: 14,252 shares; 2025Q2: 14,428 shares; 2025Q3: 14,671 shares; 2025Q4: 14,458 shares; 2026Q1: 14,330 shares; 2026Q2: 14,683 shares 14,683 $1.73M 0.42% +353 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,257 shares; 2024Q4: 14,295 shares; 2025Q1: 16,013 shares; 2025Q2: 16,391 shares; 2025Q3: 16,024 shares; 2025Q4: 16,041 shares; 2026Q1: 16,314 shares; 2026Q2: 16,566 shares 16,566 $1.72M 0.42% +252 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; 2024Q3: 597 shares; 2024Q4: 2,876 shares; 2025Q1: 3,207 shares; 2025Q2: 3,248 shares; 2025Q3: 3,323 shares; 2025Q4: 3,353 shares; 2026Q1: 3,366 shares; 2026Q2: 3,408 shares 3,408 $1.71M 0.42% +42 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,430 shares; 2025Q2: 18,194 shares; 2025Q3: 19,268 shares; 2025Q4: 19,954 shares; 2026Q1: 20,118 shares; 2026Q2: 20,668 shares 20,668 $1.71M 0.42% +550 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,325 shares; 2024Q4: 1,292 shares; 2025Q1: 1,312 shares; 2025Q2: 1,311 shares; 2025Q3: 1,324 shares; 2025Q4: 1,305 shares; 2026Q1: 1,307 shares; 2026Q2: 1,276 shares 1,276 $1.7M 0.41% -31 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,648 shares; 2024Q4: 1,580 shares; 2025Q1: 1,551 shares; 2025Q2: 1,537 shares; 2025Q3: 1,551 shares; 2025Q4: 1,478 shares; 2026Q1: 1,472 shares; 2026Q2: 1,422 shares 1,422 $1.7M 0.41% -50 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,205 shares; 2026Q2: 18,205 shares 18,205 $1.67M 0.41% 0 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: 951 shares; 2024Q4: 951 shares; 2025Q1: 1,828 shares; 2025Q2: 1,828 shares; 2025Q3: 1,905 shares; 2025Q4: 1,941 shares; 2026Q1: 2,134 shares; 2026Q2: 2,279 shares 2,279 $1.56M 0.38% +145 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; 2024Q3: 20,883 shares; 2024Q4: 20,450 shares; 2025Q1: 22,074 shares; 2025Q2: 22,145 shares; 2025Q3: 22,837 shares; 2025Q4: 22,320 shares; 2026Q1: 22,255 shares; 2026Q2: 21,653 shares 21,653 $1.56M 0.38% -602 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: 4,751 shares; 2024Q4: 4,751 shares; 2025Q1: 6,234 shares; 2025Q2: 6,234 shares; 2025Q3: 6,234 shares; 2025Q4: 6,234 shares; 2026Q1: 11,802 shares; 2026Q2: 18,056 shares 18,056 $1.54M 0.38% +6,254 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,490 shares; 2024Q4: 2,478 shares; 2025Q1: 2,719 shares; 2025Q2: 2,738 shares; 2025Q3: 2,797 shares; 2025Q4: 2,809 shares; 2026Q1: 2,905 shares; 2026Q2: 2,963 shares 2,963 $1.52M 0.37% +58 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,492 shares; 2025Q2: 5,530 shares; 2025Q3: 5,530 shares; 2025Q4: 5,530 shares; 2026Q1: 21,872 shares; 2026Q2: 20,785 shares 20,785 $1.48M 0.36% -1,087 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,496 shares; 2024Q4: 13,629 shares; 2025Q1: 15,507 shares; 2025Q2: 15,698 shares; 2025Q3: 16,018 shares; 2025Q4: 15,660 shares; 2026Q1: 15,929 shares; 2026Q2: 16,011 shares 16,011 $1.45M 0.35% +82 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; 2024Q3: 2,290 shares; 2024Q4: 2,251 shares; 2025Q1: 2,456 shares; 2025Q2: 2,467 shares; 2025Q3: 2,520 shares; 2025Q4: 2,502 shares; 2026Q1: 2,515 shares; 2026Q2: 2,408 shares 2,408 $1.39M 0.34% -107 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,507 shares; 2025Q2: 1,507 shares; 2025Q3: 1,507 shares; 2025Q4: 1,507 shares; 2026Q1: 1,507 shares; 2026Q2: 2,096 shares 2,096 $1.37M 0.33% +589 Timeline VCIT 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: 8,849 shares; 2024Q4: 9,302 shares; 2025Q1: 11,000 shares; 2025Q2: 10,992 shares; 2025Q3: 11,678 shares; 2025Q4: 14,098 shares; 2026Q1: 14,038 shares; 2026Q2: 15,915 shares 15,915 $1.32M 0.32% +1,877 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: 2,563 shares; 2024Q4: 2,531 shares; 2025Q1: 2,729 shares; 2025Q2: 2,753 shares; 2025Q3: 2,813 shares; 2025Q4: 2,805 shares; 2026Q1: 2,831 shares; 2026Q2: 2,903 shares 2,903 $1.31M 0.32% +72 Timeline IBDR 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: 12,810 shares; 2025Q2: 13,722 shares; 2025Q3: 13,722 shares; 2025Q4: 48,328 shares; 2026Q1: 55,728 shares; 2026Q2: 53,412 shares 53,412 $1.29M 0.31% -2,316 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,561 shares; 2024Q4: 3,392 shares; 2025Q1: 3,439 shares; 2025Q2: 3,402 shares; 2025Q3: 3,402 shares; 2025Q4: 3,247 shares; 2026Q1: 3,238 shares; 2026Q2: 3,224 shares 3,224 $1.18M 0.29% -14 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T 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: 51,827 shares; 2026Q2: 44,545 shares 44,545 $1.17M 0.28% -7,282 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: 1,192 shares; 2024Q4: 1,192 shares; 2025Q1: 1,211 shares; 2025Q2: 1,211 shares; 2025Q3: 1,211 shares; 2025Q4: 1,211 shares; 2026Q1: 1,211 shares; 2026Q2: 9,688 shares 9,688 $1.16M 0.28% +8,477 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; 2024Q3: 3,182 shares; 2024Q4: 3,182 shares; 2025Q1: 3,182 shares; 2025Q2: 3,182 shares; 2025Q3: 3,182 shares; 2025Q4: 3,182 shares; 2026Q1: 3,863 shares; 2026Q2: 3,866 shares 3,866 $1.16M 0.28% +3 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,813 shares; 2026Q2: 21,441 shares 21,441 $1.12M 0.27% -3,372 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,308 shares; 2024Q4: 2,286 shares; 2025Q1: 2,472 shares; 2025Q2: 2,497 shares; 2025Q3: 2,556 shares; 2025Q4: 2,516 shares; 2026Q1: 2,546 shares; 2026Q2: 2,627 shares 2,627 $1.07M 0.26% +81 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,717 shares; 2024Q4: 10,061 shares; 2025Q1: 11,649 shares; 2025Q2: 11,806 shares; 2025Q3: 11,518 shares; 2025Q4: 11,849 shares; 2026Q1: 12,031 shares; 2026Q2: 12,339 shares 12,339 $1.07M 0.26% +308 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: 3,768 shares; 2024Q4: 3,761 shares; 2025Q1: 3,701 shares; 2025Q2: 3,701 shares; 2025Q3: 3,687 shares; 2025Q4: 3,644 shares; 2026Q1: 4,433 shares; 2026Q2: 4,319 shares 4,319 $1.05M 0.26% -114 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,887 shares; 2025Q1: 3,503 shares; 2025Q2: 3,286 shares; 2025Q3: 3,477 shares; 2025Q4: 2,966 shares; 2026Q1: 2,988 shares; 2026Q2: 2,708 shares 2,708 $972K 0.24% -280 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,267 shares; 2024Q4: 7,194 shares; 2025Q1: 7,798 shares; 2025Q2: 7,870 shares; 2025Q3: 8,020 shares; 2025Q4: 7,538 shares; 2026Q1: 7,621 shares; 2026Q2: 7,813 shares 7,813 $962K 0.23% +192 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: 363 shares; 2024Q4: 363 shares; 2025Q1: 505 shares; 2025Q2: 505 shares; 2025Q3: 525 shares; 2025Q4: 508 shares; 2026Q1: 982 shares; 2026Q2: 1,017 shares 1,017 $952K 0.23% +35 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING 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: 6,722 shares; 2026Q1: 6,690 shares; 2026Q2: 6,107 shares 6,107 $910K 0.22% -583 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,194 shares; 2024Q4: 6,166 shares; 2025Q1: 6,795 shares; 2025Q2: 6,883 shares; 2025Q3: 7,026 shares; 2025Q4: 6,750 shares; 2026Q1: 6,800 shares; 2026Q2: 6,257 shares 6,257 $889K 0.22% -543 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 833 shares; 2026Q2: 833 shares 833 $887K 0.22% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,447 shares; 2025Q2: 2,447 shares; 2025Q3: 2,452 shares; 2025Q4: 2,716 shares; 2026Q1: 2,710 shares; 2026Q2: 2,710 shares 2,710 $853K 0.21% 0 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,214 shares; 2024Q4: 5,294 shares; 2025Q1: 6,287 shares; 2025Q2: 6,348 shares; 2025Q3: 6,864 shares; 2025Q4: 5,909 shares; 2026Q1: 6,067 shares; 2026Q2: 6,217 shares 6,217 $846K 0.21% +150 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: 8,845 shares; 2024Q4: 9,492 shares; 2025Q1: 10,420 shares; 2025Q2: 10,431 shares; 2025Q3: 10,421 shares; 2025Q4: 10,175 shares; 2026Q1: 10,163 shares; 2026Q2: 10,163 shares 10,163 $836K 0.2% 0 Timeline IBDS 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: 25,707 shares; 2026Q1: 34,137 shares; 2026Q2: 34,282 shares 34,282 $830K 0.2% +145 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,039 shares; 2024Q4: 4,010 shares; 2025Q1: 4,405 shares; 2025Q2: 4,450 shares; 2025Q3: 4,540 shares; 2025Q4: 4,306 shares; 2026Q1: 4,353 shares; 2026Q2: 4,162 shares 4,162 $809K 0.2% -191 Timeline IBDU 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: 8,654 shares; 2025Q3: 8,654 shares; 2025Q4: 28,766 shares; 2026Q1: 34,239 shares; 2026Q2: 34,239 shares 34,239 $793K 0.19% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,971 shares; 2026Q2: 16,223 shares 16,223 $782K 0.19% +3,252 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: 3,677 shares; 2024Q4: 3,804 shares; 2025Q1: 4,344 shares; 2025Q2: 4,321 shares; 2025Q3: 4,395 shares; 2025Q4: 4,461 shares; 2026Q1: 4,452 shares; 2026Q2: 4,093 shares 4,093 $780K 0.19% -359 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: 2,502 shares; 2024Q4: 2,502 shares; 2025Q1: 2,502 shares; 2025Q2: 2,502 shares; 2025Q3: 2,502 shares; 2025Q4: 2,502 shares; 2026Q1: 2,502 shares; 2026Q2: 2,002 shares 2,002 $772K 0.19% -500 Timeline VIGI 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: 5,861 shares; 2024Q4: 6,074 shares; 2025Q1: 7,139 shares; 2025Q2: 7,133 shares; 2025Q3: 7,275 shares; 2025Q4: 7,412 shares; 2026Q1: 7,786 shares; 2026Q2: 8,261 shares 8,261 $771K 0.19% +475 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER 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: 2,945 shares; 2026Q1: 2,911 shares; 2026Q2: 2,590 shares 2,590 $757K 0.18% -321 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,160 shares; 2024Q4: 4,140 shares; 2025Q1: 4,510 shares; 2025Q2: 4,548 shares; 2025Q3: 4,687 shares; 2025Q4: 4,493 shares; 2026Q1: 4,546 shares; 2026Q2: 4,127 shares 4,127 $741K 0.18% -419 Timeline IBDT 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: 22,330 shares; 2026Q1: 29,316 shares; 2026Q2: 29,061 shares 29,061 $734K 0.18% -255 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,100 shares; 2025Q2: 11,100 shares; 2025Q3: 11,100 shares; 2025Q4: 11,100 shares; 2026Q1: 11,275 shares; 2026Q2: 11,276 shares 11,276 $681K 0.17% +1 Timeline VCR 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: 1,656 shares; 2024Q4: 1,656 shares; 2025Q1: 1,656 shares; 2025Q2: 1,656 shares; 2025Q3: 1,656 shares; 2025Q4: 1,656 shares; 2026Q1: 1,656 shares; 2026Q2: 1,656 shares 1,656 $657K 0.16% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,059 shares; 2024Q4: 4,079 shares; 2025Q1: 4,516 shares; 2025Q2: 4,564 shares; 2025Q3: 4,700 shares; 2025Q4: 4,501 shares; 2026Q1: 4,553 shares; 2026Q2: 4,111 shares 4,111 $652K 0.16% -442 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: 917 shares; 2024Q4: 917 shares; 2025Q1: 953 shares; 2025Q2: 984 shares; 2025Q3: 966 shares; 2025Q4: 916 shares; 2026Q1: 1,140 shares; 2026Q2: 1,289 shares 1,289 $645K 0.16% +149 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,103 shares; 2026Q2: 2,103 shares 2,103 $637K 0.15% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,342 shares; 2025Q1: 5,289 shares; 2025Q2: 5,189 shares; 2025Q3: 5,189 shares; 2025Q4: 4,644 shares; 2026Q1: 4,952 shares; 2026Q2: 4,954 shares 4,954 $637K 0.15% +2 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: not reported; 2024Q4: not reported; 2025Q1: 1,245 shares; 2025Q2: 1,245 shares; 2025Q3: 1,245 shares; 2025Q4: 1,377 shares; 2026Q1: 1,999 shares; 2026Q2: 2,199 shares 2,199 $618K 0.15% +200 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: 1,830 shares; 2024Q4: 1,830 shares; 2025Q1: not reported; 2025Q2: 1,666 shares; 2025Q3: 1,786 shares; 2025Q4: 1,899 shares; 2026Q1: 2,922 shares; 2026Q2: 2,918 shares 2,918 $584K 0.14% -4 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: 900 shares; 2024Q4: 900 shares; 2025Q1: 1,309 shares; 2025Q2: 1,309 shares; 2025Q3: 1,319 shares; 2025Q4: 1,454 shares; 2026Q1: 1,553 shares; 2026Q2: 1,683 shares 1,683 $569K 0.14% +130 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: 838 shares; 2024Q4: 1,213 shares; 2025Q1: 2,102 shares; 2025Q2: 1,712 shares; 2025Q3: 1,712 shares; 2025Q4: 1,712 shares; 2026Q1: 1,712 shares; 2026Q2: 6,848 shares 6,848 $552K 0.13% +5,136 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,351 shares; 2025Q2: 2,161 shares; 2025Q3: 2,161 shares; 2025Q4: 2,161 shares; 2026Q1: 2,183 shares; 2026Q2: 2,259 shares 2,259 $548K 0.13% +76 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,624 shares; 2024Q4: not reported; 2025Q1: 3,624 shares; 2025Q2: 3,624 shares; 2025Q3: 3,624 shares; 2025Q4: 3,624 shares; 2026Q1: 3,984 shares; 2026Q2: 3,975 shares 3,975 $547K 0.13% -9 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,600 shares; 2024Q4: 10,800 shares; 2025Q1: 10,150 shares; 2025Q2: 10,150 shares; 2025Q3: 10,150 shares; 2025Q4: 10,150 shares; 2026Q1: 10,018 shares; 2026Q2: 10,018 shares 10,018 $545K 0.13% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,853 shares; 2024Q4: 1,851 shares; 2025Q1: 2,031 shares; 2025Q2: 2,049 shares; 2025Q3: 2,268 shares; 2025Q4: 2,154 shares; 2026Q1: 2,190 shares; 2026Q2: 2,070 shares 2,070 $540K 0.13% -120 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,985 shares; 2024Q4: 4,616 shares; 2025Q1: 6,349 shares; 2025Q2: 6,363 shares; 2025Q3: 6,264 shares; 2025Q4: 5,998 shares; 2026Q1: 6,133 shares; 2026Q2: 6,133 shares 6,133 $530K 0.13% 0 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: 6,445 shares; 2024Q4: 6,445 shares; 2025Q1: 7,459 shares; 2025Q2: 6,343 shares; 2025Q3: 6,343 shares; 2025Q4: 6,343 shares; 2026Q1: 6,343 shares; 2026Q2: 6,343 shares 6,343 $522K 0.13% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,059 shares; 2026Q2: 6,178 shares 6,178 $481K 0.12% +1,119 Timeline GLAS GLASS HOUSE BRANDS INC More: the full row for GLASS HOUSE BRANDS 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: 36,700 shares 36,700 $477K 0.12% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,356 shares; 2026Q2: 1,822 shares 1,822 $458K 0.11% +466 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: 727 shares; 2025Q2: 727 shares; 2025Q3: 727 shares; 2025Q4: 727 shares; 2026Q1: 763 shares; 2026Q2: 1,137 shares 1,137 $419K 0.1% +374 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,918 shares; 2024Q4: 1,951 shares; 2025Q1: 2,320 shares; 2025Q2: 2,335 shares; 2025Q3: 2,458 shares; 2025Q4: 2,130 shares; 2026Q1: 2,243 shares; 2026Q2: 1,974 shares 1,974 $405K 0.1% -269 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 881 shares 881 $382K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: 10,103 shares; 2025Q2: 10,395 shares; 2025Q3: 10,395 shares; 2025Q4: 10,395 shares; 2026Q1: 10,395 shares; 2026Q2: 13,398 shares 13,398 $371K 0.09% +3,003 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,107 shares; 2026Q1: 1,222 shares; 2026Q2: 1,222 shares 1,222 $371K 0.09% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,010 shares; 2026Q2: 7,497 shares 7,497 $363K 0.09% -2,513 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: 916 shares; 2024Q4: 916 shares; 2025Q1: 883 shares; 2025Q2: 883 shares; 2025Q3: 883 shares; 2025Q4: 883 shares; 2026Q1: 883 shares; 2026Q2: 883 shares 883 $362K 0.09% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 714 shares; 2025Q3: 735 shares; 2025Q4: 892 shares; 2026Q1: 1,241 shares; 2026Q2: 1,092 shares 1,092 $357K 0.09% -149 Timeline IBDV 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: 9,204 shares; 2025Q3: 9,204 shares; 2025Q4: 12,462 shares; 2026Q1: 15,828 shares; 2026Q2: 15,828 shares 15,828 $345K 0.08% 0 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: 1,390 shares; 2024Q4: 1,390 shares; 2025Q1: 1,390 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares; 2026Q2: 1,450 shares 1,450 $345K 0.08% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,593 shares; 2026Q2: 6,771 shares 6,771 $343K 0.08% +2,178 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,943 shares; 2026Q2: 13,129 shares 13,129 $335K 0.08% -814 Timeline HTFL HEARTFLOW INC More: the full row for HEARTFLOW 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: 11,200 shares 11,200 $329K 0.08% new Timeline QTUM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,887 shares; 2026Q2: 1,887 shares 1,887 $312K 0.08% 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: not reported; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $310K 0.08% 0 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: 3,203 shares; 2025Q4: 3,203 shares; 2026Q1: 3,203 shares; 2026Q2: 3,203 shares 3,203 $309K 0.08% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 915 shares; 2025Q3: 931 shares; 2025Q4: 961 shares; 2026Q1: 812 shares; 2026Q2: 812 shares 812 $307K 0.07% 0 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; 2024Q3: 611 shares; 2024Q4: 611 shares; 2025Q1: 611 shares; 2025Q2: 612 shares; 2025Q3: 612 shares; 2025Q4: 612 shares; 2026Q1: 612 shares; 2026Q2: 3,673 shares 3,673 $303K 0.07% +3,061 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,048 shares; 2025Q2: 2,048 shares; 2025Q3: 2,048 shares; 2025Q4: 2,048 shares; 2026Q1: 2,106 shares; 2026Q2: 2,106 shares 2,106 $301K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,179 shares; 2025Q2: 2,188 shares; 2025Q3: 2,188 shares; 2025Q4: 2,188 shares; 2026Q1: 2,188 shares; 2026Q2: 2,188 shares 2,188 $296K 0.07% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 222 shares; 2026Q1: 222 shares; 2026Q2: 242 shares 242 $290K 0.07% +20 Timeline IBDW 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: 9,633 shares; 2025Q3: 12,265 shares; 2025Q4: 12,265 shares; 2026Q1: 13,894 shares; 2026Q2: 13,894 shares 13,894 $290K 0.07% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,469 shares; 2026Q2: 2,400 shares 2,400 $286K 0.07% -69 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $284K 0.07% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 143 shares; 2026Q2: 143 shares 143 $279K 0.07% 0 Timeline IBDY 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: 11,387 shares; 2025Q3: 11,387 shares; 2025Q4: 11,387 shares; 2026Q1: 10,387 shares; 2026Q2: 10,387 shares 10,387 $267K 0.07% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 496 shares; 2026Q1: 555 shares; 2026Q2: 618 shares 618 $260K 0.06% +63 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 754 shares; 2026Q1: 754 shares; 2026Q2: 754 shares 754 $260K 0.06% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,361 shares; 2025Q2: 2,033 shares; 2025Q3: 2,033 shares; 2025Q4: 1,992 shares; 2026Q1: 1,992 shares; 2026Q2: 1,992 shares 1,992 $248K 0.06% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,430 shares; 2026Q2: 4,293 shares 4,293 $248K 0.06% -137 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; 2024Q3: 466 shares; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 494 shares; 2026Q1: 491 shares; 2026Q2: 477 shares 477 $243K 0.06% -14 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,068 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,068 shares; 2025Q3: 1,068 shares; 2025Q4: 1,068 shares; 2026Q1: 1,068 shares; 2026Q2: 1,068 shares 1,068 $242K 0.06% 0 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; 2024Q3: 6,045 shares; 2024Q4: 6,045 shares; 2025Q1: 5,045 shares; 2025Q2: 5,045 shares; 2025Q3: 5,045 shares; 2025Q4: 5,045 shares; 2026Q1: not reported; 2026Q2: 5,045 shares 5,045 $242K 0.06% new Timeline IBMQ 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: 8,274 shares; 2025Q3: 8,379 shares; 2025Q4: 7,892 shares; 2026Q1: 10,608 shares; 2026Q2: 9,424 shares 9,424 $241K 0.06% -1,184 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: 704 shares 704 $240K 0.06% new Timeline IBMO 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: 8,196 shares; 2025Q3: 8,296 shares; 2025Q4: not reported; 2026Q1: 10,384 shares; 2026Q2: 9,034 shares 9,034 $232K 0.06% -1,350 Timeline IBMP 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: 8,252 shares; 2025Q3: 8,357 shares; 2025Q4: not reported; 2026Q1: 10,264 shares; 2026Q2: 9,099 shares 9,099 $231K 0.06% -1,165 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,992 shares; 2026Q2: 5,352 shares 5,352 $221K 0.05% -1,640 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,009 shares 1,009 $218K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 599 shares 599 $217K 0.05% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,235 shares; 2025Q4: 2,235 shares; 2026Q1: 2,364 shares; 2026Q2: 2,364 shares 2,364 $217K 0.05% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,280 shares; 2026Q2: 2,242 shares 2,242 $216K 0.05% -38 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,765 shares 3,765 $215K 0.05% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,399 shares; 2026Q2: 1,399 shares 1,399 $213K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 290 shares 290 $209K 0.05% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,316 shares; 2026Q2: 2,951 shares 2,951 $206K 0.05% -1,365 Timeline IBDX 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: 7,984 shares; 2025Q3: 7,984 shares; 2025Q4: 7,984 shares; 2026Q1: 7,984 shares; 2026Q2: 7,984 shares 7,984 $201K 0.05% 0 Timeline ASPS ALTISOURCE PORTFOLIO SOLUTIO More: the full row for ALTISOURCE PORTFOLIO SOLUTIO 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: 26,200 shares 26,200 $196K 0.05% new Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,500 shares 14,500 $183K 0.04% new Timeline BRN BARNWELL INDS INC More: the full row for BARNWELL INDS 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: 128,203 shares; 2026Q2: 123,803 shares 123,803 $125K 0.03% -4,400 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE 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: 18,600 shares 18,600 $110K 0.03% new Timeline ORGN ORIGIN MATERIALS INC More: the full row for ORIGIN MATERIALS 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: 92,500 shares 92,500 $91.6K 0.02% new Timeline