VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 523,242 shares; 2025Q1: 536,972 shares; 2025Q2: 536,809 shares; 2025Q3: 569,077 shares; 2025Q4: 568,515 shares; 2026Q1: 570,339 shares; 2026Q2: 568,773 shares; 2026Q3: 564,743 shares 564,743 $396M 15.91% -4,030 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 199,989 shares; 2025Q1: 195,294 shares; 2025Q2: 198,224 shares; 2025Q3: 199,864 shares; 2025Q4: 2,883,234 shares; 2026Q1: 3,471,746 shares; 2026Q2: 4,065,684 shares; 2026Q3: 4,323,310 shares 4,323,310 $173M 6.97% +257,626 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,621,237 shares; 2025Q1: 2,629,280 shares; 2025Q2: 2,603,492 shares; 2025Q3: 2,770,339 shares; 2025Q4: 2,812,424 shares; 2026Q1: 2,783,625 shares; 2026Q2: 2,774,023 shares; 2026Q3: 2,212,542 shares 2,212,542 $156M 6.28% -561,481 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70,828 shares; 2025Q1: 62,078 shares; 2025Q2: 63,558 shares; 2025Q3: 73,208 shares; 2025Q4: 1,507,605 shares; 2026Q1: 2,161,827 shares; 2026Q2: 2,756,549 shares; 2026Q3: 2,653,970 shares 2,653,970 $150M 6.05% -102,579 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 900,008 shares; 2025Q1: 918,675 shares; 2025Q2: 922,025 shares; 2025Q3: 979,780 shares; 2025Q4: 999,769 shares; 2026Q1: 999,927 shares; 2026Q2: 984,802 shares; 2026Q3: 968,870 shares 968,870 $132M 5.3% -15,932 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,576,888 shares; 2025Q1: 1,591,955 shares; 2025Q2: 1,574,000 shares; 2025Q3: 1,689,031 shares; 2025Q4: 1,725,917 shares; 2026Q1: 1,720,404 shares; 2026Q2: 1,727,863 shares; 2026Q3: 1,715,181 shares 1,715,181 $123M 4.96% -12,682 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,800,482 shares; 2025Q1: 1,810,780 shares; 2025Q2: 1,881,074 shares; 2025Q3: 1,966,925 shares; 2025Q4: 2,059,152 shares; 2026Q1: 2,098,568 shares; 2026Q2: 2,247,726 shares; 2026Q3: 2,184,246 shares 2,184,246 $110M 4.42% -63,480 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,364,694 shares; 2026Q1: 1,725,651 shares; 2026Q2: 2,081,437 shares; 2026Q3: 2,219,217 shares 2,219,217 $107M 4.31% +137,780 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 800,756 shares; 2025Q1: 837,350 shares; 2025Q2: 870,884 shares; 2025Q3: 915,251 shares; 2025Q4: 968,630 shares; 2026Q1: 979,045 shares; 2026Q2: 982,634 shares; 2026Q3: 980,722 shares 980,722 $81.9M 3.29% -1,912 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 151,414 shares; 2025Q1: 149,006 shares; 2025Q2: 166,188 shares; 2025Q3: 171,400 shares; 2025Q4: 167,164 shares; 2026Q1: 168,552 shares; 2026Q2: 165,136 shares; 2026Q3: 160,893 shares 160,893 $56.6M 2.28% -4,243 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 920,992 shares; 2025Q1: 929,465 shares; 2025Q2: 941,557 shares; 2025Q3: 998,808 shares; 2025Q4: 1,015,418 shares; 2026Q1: 1,019,138 shares; 2026Q2: 1,015,754 shares; 2026Q3: 752,964 shares 752,964 $44.7M 1.8% -262,790 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 125,371 shares; 2025Q1: 126,663 shares; 2025Q2: 128,846 shares; 2025Q3: 134,659 shares; 2025Q4: 139,337 shares; 2026Q1: 141,946 shares; 2026Q2: 137,797 shares; 2026Q3: 139,272 shares 139,272 $44.2M 1.78% +1,475 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,188 shares; 2026Q3: 459,425 shares 459,425 $41.1M 1.65% +449,237 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 427,410 shares; 2025Q1: 424,125 shares; 2025Q2: 430,338 shares; 2025Q3: 480,486 shares; 2025Q4: 463,721 shares; 2026Q1: 449,577 shares; 2026Q2: 429,200 shares; 2026Q3: 417,454 shares 417,454 $40.4M 1.63% -11,746 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,075,224 shares; 2025Q1: 2,095,734 shares; 2025Q2: 2,150,144 shares; 2025Q3: 2,233,448 shares; 2025Q4: 1,039,888 shares; 2026Q1: 790,110 shares; 2026Q2: 636,090 shares; 2026Q3: 527,846 shares 527,846 $37M 1.49% -108,244 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 725,152 shares; 2025Q1: 751,285 shares; 2025Q2: 755,117 shares; 2025Q3: 796,249 shares; 2025Q4: 897,676 shares; 2026Q1: 906,845 shares; 2026Q2: 918,156 shares; 2026Q3: 916,824 shares 916,824 $36.8M 1.48% -1,332 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 593,044 shares; 2025Q1: 595,567 shares; 2025Q2: 601,479 shares; 2025Q3: 629,086 shares; 2025Q4: 641,150 shares; 2026Q1: 633,116 shares; 2026Q2: 640,207 shares; 2026Q3: 645,542 shares 645,542 $34M 1.37% +5,335 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79,971 shares; 2025Q1: 79,801 shares; 2025Q2: 79,358 shares; 2025Q3: 95,577 shares; 2025Q4: 90,598 shares; 2026Q1: 88,996 shares; 2026Q2: 86,574 shares; 2026Q3: 91,423 shares 91,423 $30.4M 1.22% +4,849 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 475,877 shares; 2025Q1: 473,296 shares; 2025Q2: 487,005 shares; 2025Q3: 513,890 shares; 2025Q4: 520,176 shares; 2026Q1: 508,589 shares; 2026Q2: 509,898 shares; 2026Q3: 509,494 shares 509,494 $28.5M 1.14% -404 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 137,930 shares; 2025Q1: 137,236 shares; 2025Q2: 142,199 shares; 2025Q3: 157,093 shares; 2025Q4: 153,935 shares; 2026Q1: 151,521 shares; 2026Q2: 154,982 shares; 2026Q3: 347,556 shares 347,556 $28.2M 1.13% +192,574 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 212,734 shares; 2025Q1: 207,869 shares; 2025Q2: 229,860 shares; 2025Q3: 231,813 shares; 2025Q4: 312,356 shares; 2026Q1: 357,549 shares; 2026Q2: 358,709 shares; 2026Q3: 359,850 shares 359,850 $28M 1.13% +1,141 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,633 shares; 2025Q1: 29,852 shares; 2025Q2: 36,641 shares; 2025Q3: 38,256 shares; 2025Q4: 32,261 shares; 2026Q1: 32,433 shares; 2026Q2: 43,597 shares; 2026Q3: 208,079 shares 208,079 $23.6M 0.95% +164,482 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 222,166 shares; 2026Q1: 289,865 shares; 2026Q2: 298,167 shares; 2026Q3: 301,122 shares 301,122 $22.2M 0.89% +2,955 Timeline AVUS 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; 2024Q4: 148,305 shares; 2025Q1: 154,225 shares; 2025Q2: 157,846 shares; 2025Q3: 160,136 shares; 2025Q4: 163,813 shares; 2026Q1: 167,996 shares; 2026Q2: 167,951 shares; 2026Q3: 168,218 shares 168,218 $21.5M 0.87% +267 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 155,335 shares; 2025Q1: 154,860 shares; 2025Q2: 155,005 shares; 2025Q3: 158,497 shares; 2025Q4: 155,930 shares; 2026Q1: 154,027 shares; 2026Q2: 148,868 shares; 2026Q3: 148,458 shares 148,458 $21.1M 0.85% -410 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,994 shares; 2025Q1: 27,978 shares; 2025Q2: 27,665 shares; 2025Q3: 28,648 shares; 2025Q4: 27,840 shares; 2026Q1: 27,611 shares; 2026Q2: 26,803 shares; 2026Q3: 26,598 shares 26,598 $20.4M 0.82% -205 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,610 shares; 2025Q1: 19,602 shares; 2025Q2: 19,752 shares; 2025Q3: 41,627 shares; 2025Q4: 42,174 shares; 2026Q1: 41,294 shares; 2026Q2: 38,008 shares; 2026Q3: 37,814 shares 37,814 $19.4M 0.78% -194 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,012 shares; 2025Q1: 57,475 shares; 2025Q2: 67,990 shares; 2025Q3: 70,475 shares; 2025Q4: 68,467 shares; 2026Q1: 67,185 shares; 2026Q2: 64,981 shares; 2026Q3: 64,670 shares 64,670 $18.4M 0.74% -311 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,599,764 shares; 2025Q1: 1,627,307 shares; 2025Q2: 1,658,973 shares; 2025Q3: 1,732,187 shares; 2025Q4: 736,411 shares; 2026Q1: 535,811 shares; 2026Q2: 431,704 shares; 2026Q3: 386,372 shares 386,372 $17.2M 0.69% -45,332 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 277,970 shares; 2025Q1: 289,425 shares; 2025Q2: 301,413 shares; 2025Q3: 303,958 shares; 2025Q4: 333,784 shares; 2026Q1: 363,258 shares; 2026Q2: 358,978 shares; 2026Q3: 350,768 shares 350,768 $14.6M 0.59% -8,210 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,874 shares; 2025Q1: 31,682 shares; 2025Q2: 44,504 shares; 2025Q3: 46,346 shares; 2025Q4: 46,245 shares; 2026Q1: 46,048 shares; 2026Q2: 182,231 shares; 2026Q3: 183,490 shares 183,490 $14.4M 0.58% +1,259 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,721,827 shares; 2025Q1: 1,772,239 shares; 2025Q2: 1,878,946 shares; 2025Q3: 1,941,060 shares; 2025Q4: 870,938 shares; 2026Q1: 572,906 shares; 2026Q2: 373,265 shares; 2026Q3: 248,575 shares 248,575 $14.3M 0.58% -124,690 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,582 shares; 2025Q1: 52,409 shares; 2025Q2: 52,027 shares; 2025Q3: 52,819 shares; 2025Q4: 52,859 shares; 2026Q1: 53,885 shares; 2026Q2: 52,178 shares; 2026Q3: 51,739 shares 51,739 $11.8M 0.47% -439 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,689 shares; 2025Q1: 53,701 shares; 2025Q2: 55,274 shares; 2025Q3: 62,665 shares; 2025Q4: 55,578 shares; 2026Q1: 54,578 shares; 2026Q2: 49,115 shares; 2026Q3: 50,537 shares 50,537 $11.5M 0.46% +1,422 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,271 shares; 2025Q1: 31,627 shares; 2025Q2: 32,195 shares; 2025Q3: 33,453 shares; 2025Q4: 31,458 shares; 2026Q1: 31,822 shares; 2026Q2: 31,998 shares; 2026Q3: 31,912 shares 31,912 $11M 0.44% -86 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; 2024Q4: 51,544 shares; 2025Q1: 70,434 shares; 2025Q2: 74,034 shares; 2025Q3: 78,440 shares; 2025Q4: 74,670 shares; 2026Q1: 74,670 shares; 2026Q2: 78,750 shares; 2026Q3: 139,395 shares 139,395 $10.9M 0.44% +60,645 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 91,090 shares; 2025Q1: 93,505 shares; 2025Q2: 93,267 shares; 2025Q3: 107,100 shares; 2025Q4: 104,451 shares; 2026Q1: 103,018 shares; 2026Q2: 101,087 shares; 2026Q3: 99,274 shares 99,274 $10.3M 0.41% -1,813 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,305 shares; 2025Q1: 20,964 shares; 2025Q2: 21,057 shares; 2025Q3: 21,899 shares; 2025Q4: 20,811 shares; 2026Q1: 20,543 shares; 2026Q2: 122,866 shares; 2026Q3: 111,886 shares 111,886 $10.1M 0.41% -10,980 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,902 shares; 2025Q1: 3,940 shares; 2025Q2: 3,563 shares; 2025Q3: 66,504 shares; 2025Q4: 66,161 shares; 2026Q1: 66,006 shares; 2026Q2: 65,959 shares; 2026Q3: 65,437 shares 65,437 $9.51M 0.38% -522 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,557 shares; 2025Q1: 26,345 shares; 2025Q2: 25,922 shares; 2025Q3: 28,374 shares; 2025Q4: 28,924 shares; 2026Q1: 29,145 shares; 2026Q2: 30,455 shares; 2026Q3: 30,773 shares 30,773 $7.67M 0.31% +318 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,497 shares; 2025Q1: 5,494 shares; 2025Q2: 5,744 shares; 2025Q3: 8,687 shares; 2025Q4: 9,013 shares; 2026Q1: 9,060 shares; 2026Q2: 8,939 shares; 2026Q3: 8,943 shares 8,943 $6.82M 0.27% +4 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,205 shares; 2025Q1: 20,105 shares; 2025Q2: 20,153 shares; 2025Q3: 21,693 shares; 2025Q4: 20,571 shares; 2026Q1: 20,276 shares; 2026Q2: 20,265 shares; 2026Q3: 19,959 shares 19,959 $6.6M 0.27% -306 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 232,541 shares; 2025Q1: 223,571 shares; 2025Q2: 209,296 shares; 2025Q3: 234,436 shares; 2025Q4: 232,636 shares; 2026Q1: 231,639 shares; 2026Q2: 230,172 shares; 2026Q3: 229,367 shares 229,367 $6.3M 0.25% -805 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,705 shares; 2025Q1: 10,943 shares; 2025Q2: 10,950 shares; 2025Q3: 14,581 shares; 2025Q4: 14,090 shares; 2026Q1: 14,073 shares; 2026Q2: 13,839 shares; 2026Q3: 12,547 shares 12,547 $6.25M 0.25% -1,292 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,519 shares; 2025Q1: 21,165 shares; 2025Q2: 23,046 shares; 2025Q3: 24,422 shares; 2025Q4: 24,818 shares; 2026Q1: 25,479 shares; 2026Q2: 27,860 shares; 2026Q3: 28,811 shares 28,811 $6.23M 0.25% +951 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,823 shares; 2025Q1: 29,010 shares; 2025Q2: 30,215 shares; 2025Q3: 32,160 shares; 2025Q4: 71,174 shares; 2026Q1: 74,365 shares; 2026Q2: 68,522 shares; 2026Q3: 67,080 shares 67,080 $5.99M 0.24% -1,442 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,822 shares; 2025Q1: 57,596 shares; 2025Q2: 56,152 shares; 2025Q3: 56,152 shares; 2025Q4: 55,923 shares; 2026Q1: 54,176 shares; 2026Q2: 52,811 shares; 2026Q3: 52,476 shares 52,476 $5.6M 0.23% -335 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,717 shares; 2025Q1: 20,562 shares; 2025Q2: 20,598 shares; 2025Q3: 21,838 shares; 2025Q4: 20,773 shares; 2026Q1: 20,428 shares; 2026Q2: 20,115 shares; 2026Q3: 19,823 shares 19,823 $5.25M 0.21% -292 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,421 shares; 2025Q4: 30,343 shares; 2026Q1: 32,805 shares; 2026Q2: 39,741 shares; 2026Q3: 39,741 shares 39,741 $5.19M 0.21% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,297 shares; 2025Q1: 13,197 shares; 2025Q2: 13,291 shares; 2025Q3: 15,214 shares; 2025Q4: 28,202 shares; 2026Q1: 28,202 shares; 2026Q2: 26,366 shares; 2026Q3: 26,306 shares 26,306 $5.15M 0.21% -60 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,818 shares; 2025Q1: 14,633 shares; 2025Q2: 14,633 shares; 2025Q3: 18,355 shares; 2025Q4: 18,903 shares; 2026Q1: 18,952 shares; 2026Q2: 17,963 shares; 2026Q3: 17,631 shares 17,631 $4.9M 0.2% -332 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,568 shares; 2025Q1: 14,791 shares; 2025Q2: 14,787 shares; 2025Q3: 15,079 shares; 2025Q4: 14,553 shares; 2026Q1: 14,409 shares; 2026Q2: 13,756 shares; 2026Q3: 13,564 shares 13,564 $4.87M 0.2% -192 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,466 shares; 2025Q1: 20,903 shares; 2025Q2: 20,713 shares; 2025Q3: 20,693 shares; 2025Q4: 20,338 shares; 2026Q1: 19,777 shares; 2026Q2: 19,300 shares; 2026Q3: 18,344 shares 18,344 $4.86M 0.2% -956 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,767 shares; 2025Q1: 6,531 shares; 2025Q2: 6,487 shares; 2025Q3: 12,873 shares; 2025Q4: 12,617 shares; 2026Q1: 12,829 shares; 2026Q2: 12,523 shares; 2026Q3: 12,627 shares 12,627 $4.73M 0.19% +104 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,551 shares; 2025Q1: 3,569 shares; 2025Q2: 3,596 shares; 2025Q3: 5,384 shares; 2025Q4: 4,962 shares; 2026Q1: 5,060 shares; 2026Q2: 3,924 shares; 2026Q3: 4,387 shares 4,387 $4.67M 0.19% +463 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,992 shares; 2025Q1: 19,772 shares; 2025Q2: 19,692 shares; 2025Q3: 19,692 shares; 2025Q4: 19,692 shares; 2026Q1: 18,925 shares; 2026Q2: 18,811 shares; 2026Q3: 18,811 shares 18,811 $4.66M 0.19% 0 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; 2024Q4: 12,447 shares; 2025Q1: 12,590 shares; 2025Q2: 12,590 shares; 2025Q3: 12,703 shares; 2025Q4: 12,359 shares; 2026Q1: 12,469 shares; 2026Q2: 12,828 shares; 2026Q3: 13,495 shares 13,495 $4.56M 0.18% +667 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 26,895 shares 26,895 $4.38M 0.18% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73,616 shares; 2025Q1: 70,862 shares; 2025Q2: 65,075 shares; 2025Q3: 72,880 shares; 2025Q4: 70,016 shares; 2026Q1: 74,221 shares; 2026Q2: 74,238 shares; 2026Q3: 40,586 shares 40,586 $4.1M 0.16% -33,652 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,760 shares; 2025Q1: 43,180 shares; 2025Q2: 41,953 shares; 2025Q3: 43,774 shares; 2025Q4: 43,158 shares; 2026Q1: 40,798 shares; 2026Q2: 38,331 shares; 2026Q3: 38,006 shares 38,006 $3.95M 0.16% -325 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,920 shares; 2025Q1: 11,298 shares; 2025Q2: 10,294 shares; 2025Q3: 15,371 shares; 2025Q4: 12,451 shares; 2026Q1: 11,145 shares; 2026Q2: 10,706 shares; 2026Q3: 10,577 shares 10,577 $3.88M 0.16% -129 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,948 shares; 2025Q1: 11,711 shares; 2025Q2: 11,691 shares; 2025Q3: 12,993 shares; 2025Q4: 12,312 shares; 2026Q1: 11,547 shares; 2026Q2: 10,773 shares; 2026Q3: 10,546 shares 10,546 $3.76M 0.15% -227 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; 2024Q4: 12,238 shares; 2025Q1: 12,448 shares; 2025Q2: 12,603 shares; 2025Q3: 13,108 shares; 2025Q4: 13,388 shares; 2026Q1: 13,648 shares; 2026Q2: 14,278 shares; 2026Q3: 15,306 shares 15,306 $3.54M 0.14% +1,028 Timeline AVSC 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,745 shares; 2025Q3: 45,745 shares; 2025Q4: 45,745 shares; 2026Q1: 45,745 shares; 2026Q2: 49,245 shares; 2026Q3: 50,067 shares 50,067 $3.46M 0.14% +822 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,691 shares; 2025Q1: 16,368 shares; 2025Q2: 15,945 shares; 2025Q3: 18,026 shares; 2025Q4: 17,755 shares; 2026Q1: 17,194 shares; 2026Q2: 16,397 shares; 2026Q3: 16,099 shares 16,099 $3.29M 0.13% -298 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,635 shares; 2025Q1: 18,552 shares; 2025Q2: 18,560 shares; 2025Q3: 20,656 shares; 2025Q4: 19,252 shares; 2026Q1: 18,439 shares; 2026Q2: 17,770 shares; 2026Q3: 17,157 shares 17,157 $3.23M 0.13% -613 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,558 shares; 2025Q1: 7,558 shares; 2025Q2: 7,558 shares; 2025Q3: 7,558 shares; 2025Q4: 7,558 shares; 2026Q1: 7,558 shares; 2026Q2: 7,558 shares; 2026Q3: 7,558 shares 7,558 $3.15M 0.13% 0 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,600 shares; 2026Q3: 55,004 shares 55,004 $2.81M 0.11% +21,404 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; 2024Q4: 52,145 shares; 2025Q1: 51,751 shares; 2025Q2: 48,868 shares; 2025Q3: 50,091 shares; 2025Q4: 38,940 shares; 2026Q1: 35,716 shares; 2026Q2: 36,330 shares; 2026Q3: 36,283 shares 36,283 $2.77M 0.11% -47 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,795 shares; 2025Q1: 46,200 shares; 2025Q2: 39,269 shares; 2025Q3: 40,169 shares; 2025Q4: 36,223 shares; 2026Q1: 35,965 shares; 2026Q2: 33,125 shares; 2026Q3: 31,810 shares 31,810 $2.69M 0.11% -1,315 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,263 shares; 2025Q1: 3,267 shares; 2025Q2: 3,269 shares; 2025Q3: 3,765 shares; 2025Q4: 4,023 shares; 2026Q1: 3,844 shares; 2026Q2: 3,844 shares; 2026Q3: 3,804 shares 3,804 $2.55M 0.1% -40 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,137 shares; 2025Q1: 5,074 shares; 2025Q2: 5,146 shares; 2025Q3: 5,146 shares; 2025Q4: 5,136 shares; 2026Q1: 5,049 shares; 2026Q2: 20,196 shares; 2026Q3: 20,196 shares 20,196 $2.53M 0.1% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,943 shares; 2025Q4: 4,305 shares; 2026Q1: 4,309 shares; 2026Q2: 3,223 shares; 2026Q3: 3,264 shares 3,264 $2.41M 0.1% +41 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,765 shares; 2025Q1: 1,785 shares; 2025Q2: 1,836 shares; 2025Q3: 1,840 shares; 2025Q4: 2,050 shares; 2026Q1: 1,953 shares; 2026Q2: 2,014 shares; 2026Q3: 1,984 shares 1,984 $2.3M 0.09% -30 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,675 shares; 2025Q1: 3,791 shares; 2025Q2: 3,952 shares; 2025Q3: 4,437 shares; 2025Q4: 4,563 shares; 2026Q1: 4,699 shares; 2026Q2: 4,676 shares; 2026Q3: 4,455 shares 4,455 $2.27M 0.09% -221 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,363 shares; 2025Q1: 3,108 shares; 2025Q2: 3,131 shares; 2025Q3: 2,404 shares; 2025Q4: 2,384 shares; 2026Q1: 2,370 shares; 2026Q2: 2,314 shares; 2026Q3: 2,244 shares 2,244 $2.25M 0.09% -70 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,802 shares; 2025Q1: 11,739 shares; 2025Q2: 12,220 shares; 2025Q3: 12,220 shares; 2025Q4: 13,610 shares; 2026Q1: 13,570 shares; 2026Q2: 13,510 shares; 2026Q3: 13,377 shares 13,377 $2.23M 0.09% -133 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,212 shares; 2025Q1: 2,215 shares; 2025Q2: 2,222 shares; 2025Q3: 2,402 shares; 2025Q4: 2,540 shares; 2026Q1: 2,593 shares; 2026Q2: 2,639 shares; 2026Q3: 2,720 shares 2,720 $2.21M 0.09% +81 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,827 shares; 2025Q1: 12,749 shares; 2025Q2: 12,765 shares; 2025Q3: 16,615 shares; 2025Q4: 33,199 shares; 2026Q1: 31,799 shares; 2026Q2: 34,944 shares; 2026Q3: 35,477 shares 35,477 $2.18M 0.09% +533 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,915 shares; 2025Q1: 3,105 shares; 2025Q2: 3,098 shares; 2025Q3: 4,614 shares; 2025Q4: 4,469 shares; 2026Q1: 5,253 shares; 2026Q2: 5,744 shares; 2026Q3: 6,018 shares 6,018 $2.05M 0.08% +274 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,195 shares; 2025Q1: 3,195 shares; 2025Q2: 3,380 shares; 2025Q3: 3,525 shares; 2025Q4: 4,844 shares; 2026Q1: 4,870 shares; 2026Q2: 4,700 shares; 2026Q3: 4,485 shares 4,485 $2.05M 0.08% -215 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,215 shares; 2025Q1: 1,271 shares; 2025Q2: 1,403 shares; 2025Q3: 2,617 shares; 2025Q4: 2,597 shares; 2026Q1: 2,642 shares; 2026Q2: 2,686 shares; 2026Q3: 2,820 shares 2,820 $2.05M 0.08% +134 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,196 shares; 2025Q1: 16,605 shares; 2025Q2: 15,043 shares; 2025Q3: 15,793 shares; 2025Q4: 15,049 shares; 2026Q1: 14,643 shares; 2026Q2: 13,768 shares; 2026Q3: 13,744 shares 13,744 $2M 0.08% -24 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,421 shares; 2025Q1: 12,336 shares; 2025Q2: 12,483 shares; 2025Q3: 16,873 shares; 2025Q4: 17,693 shares; 2026Q1: 17,608 shares; 2026Q2: 17,563 shares; 2026Q3: 17,576 shares 17,576 $1.81M 0.07% +13 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,040 shares; 2025Q1: 12,040 shares; 2025Q2: 12,040 shares; 2025Q3: 31,480 shares; 2025Q4: 31,105 shares; 2026Q1: 31,105 shares; 2026Q2: 31,105 shares; 2026Q3: 30,704 shares 30,704 $1.81M 0.07% -401 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,376 shares; 2025Q1: 5,130 shares; 2025Q2: 5,621 shares; 2025Q3: 3,363 shares; 2025Q4: 3,684 shares; 2026Q1: 3,732 shares; 2026Q2: 3,479 shares; 2026Q3: 3,483 shares 3,483 $1.78M 0.07% +4 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,396 shares; 2025Q1: 3,494 shares; 2025Q2: 3,232 shares; 2025Q3: 6,978 shares; 2025Q4: 7,038 shares; 2026Q1: 6,988 shares; 2026Q2: 7,039 shares; 2026Q3: 6,806 shares 6,806 $1.78M 0.07% -233 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,368 shares; 2025Q1: 4,374 shares; 2025Q2: 4,337 shares; 2025Q3: 4,739 shares; 2025Q4: 4,703 shares; 2026Q1: 4,583 shares; 2026Q2: 4,583 shares; 2026Q3: 4,497 shares 4,497 $1.78M 0.07% -86 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,302 shares; 2025Q1: 2,151 shares; 2025Q2: 2,177 shares; 2025Q3: 5,203 shares; 2025Q4: 5,523 shares; 2026Q1: 5,442 shares; 2026Q2: 5,522 shares; 2026Q3: 5,688 shares 5,688 $1.73M 0.07% +166 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,528 shares; 2025Q1: 7,258 shares; 2025Q2: 7,258 shares; 2025Q3: 8,926 shares; 2025Q4: 8,902 shares; 2026Q1: 8,902 shares; 2026Q2: 8,187 shares; 2026Q3: 8,157 shares 8,157 $1.72M 0.07% -30 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; 2024Q4: 4,532 shares; 2025Q1: 4,579 shares; 2025Q2: 4,657 shares; 2025Q3: 4,650 shares; 2025Q4: 4,535 shares; 2026Q1: 4,566 shares; 2026Q2: 4,176 shares; 2026Q3: 3,980 shares 3,980 $1.7M 0.07% -196 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,989 shares; 2025Q1: 35,891 shares; 2025Q2: 35,675 shares; 2025Q3: 38,024 shares; 2025Q4: 34,251 shares; 2026Q1: 33,819 shares; 2026Q2: 30,073 shares; 2026Q3: 28,700 shares 28,700 $1.68M 0.07% -1,373 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,167 shares; 2025Q1: 1,177 shares; 2025Q2: 1,195 shares; 2025Q3: 1,787 shares; 2025Q4: 1,781 shares; 2026Q1: 1,824 shares; 2026Q2: 1,826 shares; 2026Q3: 1,834 shares 1,834 $1.67M 0.07% +8 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,551 shares; 2026Q1: 25,160 shares; 2026Q2: 27,676 shares; 2026Q3: 25,390 shares 25,390 $1.65M 0.07% -2,286 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 33,830 shares 33,830 $1.65M 0.07% new 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; 2024Q4: 6,142 shares; 2025Q1: 9,594 shares; 2025Q2: 25,999 shares; 2025Q3: 26,333 shares; 2025Q4: 18,334 shares; 2026Q1: 17,566 shares; 2026Q2: 17,545 shares; 2026Q3: 17,545 shares 17,545 $1.59M 0.06% 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; 2024Q4: 2,814 shares; 2025Q1: 2,915 shares; 2025Q2: 3,614 shares; 2025Q3: 5,247 shares; 2025Q4: 4,467 shares; 2026Q1: 4,064 shares; 2026Q2: 4,044 shares; 2026Q3: 4,468 shares 4,468 $1.59M 0.06% +424 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,521 shares; 2025Q1: 6,458 shares; 2025Q2: 6,347 shares; 2025Q3: 6,523 shares; 2025Q4: 6,046 shares; 2026Q1: 6,037 shares; 2026Q2: 5,750 shares; 2026Q3: 4,326 shares 4,326 $1.57M 0.06% -1,424 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,234 shares; 2025Q1: 5,146 shares; 2025Q2: 5,162 shares; 2025Q3: 7,235 shares; 2025Q4: 8,482 shares; 2026Q1: 8,511 shares; 2026Q2: 8,412 shares; 2026Q3: 8,068 shares 8,068 $1.5M 0.06% -344 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,085 shares; 2025Q1: 8,400 shares; 2025Q2: 8,400 shares; 2025Q3: 8,400 shares; 2025Q4: 7,811 shares; 2026Q1: 7,832 shares; 2026Q2: 7,862 shares; 2026Q3: 7,638 shares 7,638 $1.49M 0.06% -224 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; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 882 shares; 2025Q4: 887 shares; 2026Q1: 893 shares; 2026Q2: 11,777 shares; 2026Q3: 11,779 shares 11,779 $1.48M 0.06% +2 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,840 shares; 2025Q1: 4,618 shares; 2025Q2: 4,553 shares; 2025Q3: 5,257 shares; 2025Q4: 4,865 shares; 2026Q1: 4,718 shares; 2026Q2: 4,790 shares; 2026Q3: 5,145 shares 5,145 $1.46M 0.06% +355 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,218 shares; 2026Q1: 9,208 shares; 2026Q2: 9,587 shares; 2026Q3: 8,214 shares 8,214 $1.45M 0.06% -1,373 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,007 shares; 2025Q1: 3,061 shares; 2025Q2: 3,210 shares; 2025Q3: 3,384 shares; 2025Q4: 3,435 shares; 2026Q1: 3,112 shares; 2026Q2: 3,587 shares; 2026Q3: 3,973 shares 3,973 $1.4M 0.06% +386 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,825 shares; 2025Q1: 17,954 shares; 2025Q2: 17,168 shares; 2025Q3: 17,644 shares; 2025Q4: 18,276 shares; 2026Q1: 16,096 shares; 2026Q2: 15,380 shares; 2026Q3: 13,915 shares 13,915 $1.38M 0.06% -1,465 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,662 shares; 2025Q1: 1,560 shares; 2025Q2: 23,052 shares; 2025Q3: 22,590 shares; 2025Q4: 21,576 shares; 2026Q1: 21,383 shares; 2026Q2: 17,371 shares; 2026Q3: 15,946 shares 15,946 $1.36M 0.05% -1,425 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,549 shares; 2026Q2: not reported; 2026Q3: 60,786 shares 60,786 $1.33M 0.05% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,655 shares; 2025Q1: 2,630 shares; 2025Q2: 2,629 shares; 2025Q3: 2,767 shares; 2025Q4: 2,687 shares; 2026Q1: 2,507 shares; 2026Q2: 2,440 shares; 2026Q3: 2,548 shares 2,548 $1.32M 0.05% +108 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,771 shares; 2025Q1: 1,887 shares; 2025Q2: 1,944 shares; 2025Q3: 2,063 shares; 2025Q4: 2,238 shares; 2026Q1: 2,319 shares; 2026Q2: 2,274 shares; 2026Q3: 2,138 shares 2,138 $1.31M 0.05% -136 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15,118 shares 15,118 $1.22M 0.05% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,608 shares; 2025Q1: 4,398 shares; 2025Q2: 4,315 shares; 2025Q3: 4,438 shares; 2025Q4: 4,702 shares; 2026Q1: 4,567 shares; 2026Q2: 4,564 shares; 2026Q3: 4,553 shares 4,553 $1.2M 0.05% -11 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,451 shares; 2025Q1: 9,236 shares; 2025Q2: 9,257 shares; 2025Q3: 10,265 shares; 2025Q4: 9,950 shares; 2026Q1: 11,110 shares; 2026Q2: 10,795 shares; 2026Q3: 11,140 shares 11,140 $1.2M 0.05% +345 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; 2024Q4: 10,871 shares; 2025Q1: 9,166 shares; 2025Q2: 9,166 shares; 2025Q3: 14,310 shares; 2025Q4: 13,298 shares; 2026Q1: 13,298 shares; 2026Q2: 13,298 shares; 2026Q3: 13,324 shares 13,324 $1.19M 0.05% +26 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,371 shares; 2025Q1: 4,380 shares; 2025Q2: 4,267 shares; 2025Q3: 10,241 shares; 2025Q4: 11,794 shares; 2026Q1: 11,775 shares; 2026Q2: 11,707 shares; 2026Q3: 11,704 shares 11,704 $1.16M 0.05% -3 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,305 shares; 2025Q1: 7,309 shares; 2025Q2: 7,313 shares; 2025Q3: 7,313 shares; 2025Q4: 7,202 shares; 2026Q1: 7,433 shares; 2026Q2: 7,208 shares; 2026Q3: 7,212 shares 7,212 $1.16M 0.05% +4 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,532 shares; 2026Q1: 7,669 shares; 2026Q2: 8,390 shares; 2026Q3: 7,457 shares 7,457 $1.15M 0.05% -933 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,811 shares; 2025Q1: 22,635 shares; 2025Q2: 22,666 shares; 2025Q3: 23,372 shares; 2025Q4: 14,884 shares; 2026Q1: 13,267 shares; 2026Q2: 12,037 shares; 2026Q3: 10,842 shares 10,842 $1.15M 0.05% -1,195 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,620 shares; 2025Q1: 3,524 shares; 2025Q2: 3,532 shares; 2025Q3: 3,745 shares; 2025Q4: 3,725 shares; 2026Q1: 3,708 shares; 2026Q2: 3,708 shares; 2026Q3: 3,708 shares 3,708 $1.15M 0.05% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: not reported; 2025Q3: 2,100 shares; 2025Q4: 2,645 shares; 2026Q1: 2,712 shares; 2026Q2: 2,330 shares; 2026Q3: 2,230 shares 2,230 $1.13M 0.05% -100 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,775 shares; 2025Q1: 3,632 shares; 2025Q2: 3,643 shares; 2025Q3: 11,209 shares; 2025Q4: 11,289 shares; 2026Q1: 11,921 shares; 2026Q2: 11,455 shares; 2026Q3: 11,557 shares 11,557 $1.12M 0.05% +102 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,471 shares; 2025Q1: 6,717 shares; 2025Q2: 6,201 shares; 2025Q3: 6,564 shares; 2025Q4: 5,756 shares; 2026Q1: 6,529 shares; 2026Q2: 5,929 shares; 2026Q3: 6,073 shares 6,073 $1.12M 0.04% +144 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,740 shares; 2025Q1: 5,410 shares; 2025Q2: 5,410 shares; 2025Q3: 8,910 shares; 2025Q4: 8,770 shares; 2026Q1: 8,770 shares; 2026Q2: 8,770 shares; 2026Q3: 8,770 shares 8,770 $1.1M 0.04% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,463 shares; 2025Q1: 9,616 shares; 2025Q2: 9,507 shares; 2025Q3: 10,395 shares; 2025Q4: 9,267 shares; 2026Q1: 8,867 shares; 2026Q2: 8,687 shares; 2026Q3: 8,306 shares 8,306 $1.1M 0.04% -381 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,133 shares; 2025Q1: 8,133 shares; 2025Q2: 8,018 shares; 2025Q3: 8,018 shares; 2025Q4: 7,933 shares; 2026Q1: 7,793 shares; 2026Q2: 7,528 shares; 2026Q3: 7,504 shares 7,504 $1.1M 0.04% -24 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,668 shares; 2025Q1: 2,711 shares; 2025Q2: 2,663 shares; 2025Q3: 4,416 shares; 2025Q4: 6,867 shares; 2026Q1: 6,639 shares; 2026Q2: 6,449 shares; 2026Q3: 5,883 shares 5,883 $1.09M 0.04% -566 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,165 shares; 2026Q1: 4,220 shares; 2026Q2: 4,220 shares; 2026Q3: 7,827 shares 7,827 $1.06M 0.04% +3,607 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,383 shares; 2025Q1: 2,342 shares; 2025Q2: 2,293 shares; 2025Q3: 2,396 shares; 2025Q4: 2,758 shares; 2026Q1: 2,681 shares; 2026Q2: 2,656 shares; 2026Q3: 2,429 shares 2,429 $1.06M 0.04% -227 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 2,355 shares; 2025Q4: 2,355 shares; 2026Q1: 2,355 shares; 2026Q2: 2,355 shares; 2026Q3: 2,355 shares 2,355 $1.02M 0.04% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,009 shares; 2025Q1: 35,796 shares; 2025Q2: 26,462 shares; 2025Q3: 28,924 shares; 2025Q4: 18,671 shares; 2026Q1: 20,462 shares; 2026Q2: 17,771 shares; 2026Q3: 16,204 shares 16,204 $1.01M 0.04% -1,567 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,113 shares; 2025Q1: 9,128 shares; 2025Q2: 9,031 shares; 2025Q3: 9,467 shares; 2025Q4: 4,665 shares; 2026Q1: 3,022 shares; 2026Q2: 1,230 shares; 2026Q3: 11,035 shares 11,035 $989K 0.04% +9,805 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,965 shares; 2025Q1: 17,450 shares; 2025Q2: 18,148 shares; 2025Q3: 18,836 shares; 2025Q4: 20,488 shares; 2026Q1: 20,283 shares; 2026Q2: 20,423 shares; 2026Q3: 20,944 shares 20,944 $974K 0.04% +521 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,400 shares; 2025Q1: 5,619 shares; 2025Q2: 5,572 shares; 2025Q3: 6,715 shares; 2025Q4: 6,708 shares; 2026Q1: 6,295 shares; 2026Q2: 6,096 shares; 2026Q3: 6,225 shares 6,225 $966K 0.04% +129 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; 2024Q4: 34,243 shares; 2025Q1: 34,891 shares; 2025Q2: 35,567 shares; 2025Q3: 38,604 shares; 2025Q4: 27,001 shares; 2026Q1: 25,895 shares; 2026Q2: 23,364 shares; 2026Q3: 20,907 shares 20,907 $959K 0.04% -2,457 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,735 shares; 2025Q1: 13,195 shares; 2025Q2: 13,201 shares; 2025Q3: 13,909 shares; 2025Q4: 13,876 shares; 2026Q1: 13,876 shares; 2026Q2: 13,876 shares; 2026Q3: 13,876 shares 13,876 $927K 0.04% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,752 shares; 2025Q1: 2,728 shares; 2025Q2: 2,728 shares; 2025Q3: 2,878 shares; 2025Q4: 2,783 shares; 2026Q1: 2,783 shares; 2026Q2: 2,926 shares; 2026Q3: 2,783 shares 2,783 $923K 0.04% -143 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,797 shares; 2025Q1: 13,496 shares; 2025Q2: 13,666 shares; 2025Q3: 19,197 shares; 2025Q4: 17,205 shares; 2026Q1: 16,097 shares; 2026Q2: 16,019 shares; 2026Q3: 16,956 shares 16,956 $923K 0.04% +937 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 719 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 841 shares; 2025Q4: 839 shares; 2026Q1: 856 shares; 2026Q2: 838 shares; 2026Q3: 3,476 shares 3,476 $920K 0.04% +2,638 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,437 shares; 2025Q1: 15,382 shares; 2025Q2: 16,145 shares; 2025Q3: 16,145 shares; 2025Q4: 17,905 shares; 2026Q1: 17,670 shares; 2026Q2: 17,485 shares; 2026Q3: 17,305 shares 17,305 $900K 0.04% -180 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,338 shares; 2025Q1: 7,943 shares; 2025Q2: 7,341 shares; 2025Q3: 9,089 shares; 2025Q4: 8,679 shares; 2026Q1: 8,262 shares; 2026Q2: 7,913 shares; 2026Q3: 7,082 shares 7,082 $897K 0.04% -831 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,965 shares; 2025Q1: 2,964 shares; 2025Q2: 2,996 shares; 2025Q3: 1,900 shares; 2025Q4: 1,843 shares; 2026Q1: 1,894 shares; 2026Q2: 1,894 shares; 2026Q3: 1,611 shares 1,611 $888K 0.04% -283 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,096 shares; 2025Q4: 3,215 shares; 2026Q1: 3,232 shares; 2026Q2: 3,126 shares; 2026Q3: 2,791 shares 2,791 $872K 0.04% -335 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,066 shares; 2025Q1: 8,004 shares; 2025Q2: 7,781 shares; 2025Q3: 8,629 shares; 2025Q4: 7,804 shares; 2026Q1: 7,454 shares; 2026Q2: 6,941 shares; 2026Q3: 4,719 shares 4,719 $870K 0.03% -2,222 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,056 shares; 2025Q1: 23,108 shares; 2025Q2: 23,359 shares; 2025Q3: 24,931 shares; 2025Q4: 23,794 shares; 2026Q1: 23,737 shares; 2026Q2: 71,431 shares; 2026Q3: 35,281 shares 35,281 $861K 0.03% -36,150 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,106 shares; 2026Q1: 2,395 shares; 2026Q2: 2,353 shares; 2026Q3: 2,620 shares 2,620 $861K 0.03% +267 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,099 shares; 2025Q1: 1,085 shares; 2025Q2: not reported; 2025Q3: 3,107 shares; 2025Q4: 3,107 shares; 2026Q1: 3,107 shares; 2026Q2: 3,107 shares; 2026Q3: 3,130 shares 3,130 $852K 0.03% +23 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: not reported; 2025Q3: 4,502 shares; 2025Q4: 4,485 shares; 2026Q1: 4,485 shares; 2026Q2: 4,485 shares; 2026Q3: 4,485 shares 4,485 $829K 0.03% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,247 shares; 2025Q2: 2,823 shares; 2025Q3: 4,896 shares; 2025Q4: 5,578 shares; 2026Q1: 5,598 shares; 2026Q2: 4,406 shares; 2026Q3: 4,421 shares 4,421 $827K 0.03% +15 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; 2024Q4: 24,396 shares; 2025Q1: 24,396 shares; 2025Q2: 24,396 shares; 2025Q3: 24,396 shares; 2025Q4: 24,396 shares; 2026Q1: 24,546 shares; 2026Q2: 24,546 shares; 2026Q3: 24,546 shares 24,546 $801K 0.03% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,547 shares; 2025Q1: 20,547 shares; 2025Q2: 18,997 shares; 2025Q3: 18,997 shares; 2025Q4: 18,517 shares; 2026Q1: 16,127 shares; 2026Q2: 15,923 shares; 2026Q3: 15,923 shares 15,923 $799K 0.03% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,141 shares; 2025Q1: 2,149 shares; 2025Q2: 2,149 shares; 2025Q3: 2,341 shares; 2025Q4: 2,241 shares; 2026Q1: 2,026 shares; 2026Q2: 2,046 shares; 2026Q3: 2,058 shares 2,058 $798K 0.03% +12 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,892 shares; 2025Q1: 5,881 shares; 2025Q2: 5,865 shares; 2025Q3: 6,141 shares; 2025Q4: 5,612 shares; 2026Q1: 5,174 shares; 2026Q2: 5,016 shares; 2026Q3: 4,846 shares 4,846 $796K 0.03% -170 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,873 shares; 2025Q1: 12,280 shares; 2025Q2: 12,575 shares; 2025Q3: 17,156 shares; 2025Q4: 16,657 shares; 2026Q1: 16,608 shares; 2026Q2: 13,643 shares; 2026Q3: 13,645 shares 13,645 $788K 0.03% +2 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 446 shares; 2025Q4: 801 shares; 2026Q1: 838 shares; 2026Q2: 834 shares; 2026Q3: 828 shares 828 $787K 0.03% -6 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,149 shares; 2026Q1: 1,177 shares; 2026Q2: 853 shares; 2026Q3: 853 shares 853 $787K 0.03% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,564 shares; 2025Q1: 2,368 shares; 2025Q2: 2,317 shares; 2025Q3: 2,503 shares; 2025Q4: 2,109 shares; 2026Q1: 2,079 shares; 2026Q2: 2,079 shares; 2026Q3: 2,014 shares 2,014 $783K 0.03% -65 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,905 shares; 2025Q1: 4,985 shares; 2025Q2: 5,330 shares; 2025Q3: 10,120 shares; 2025Q4: 14,871 shares; 2026Q1: 15,366 shares; 2026Q2: 22,396 shares; 2026Q3: 17,261 shares 17,261 $781K 0.03% -5,135 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,233 shares; 2025Q4: 17,233 shares; 2026Q1: 17,233 shares; 2026Q2: 17,233 shares; 2026Q3: 17,233 shares 17,233 $766K 0.03% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,990 shares; 2025Q1: 23,990 shares; 2025Q2: 23,990 shares; 2025Q3: 23,990 shares; 2025Q4: 24,785 shares; 2026Q1: 25,096 shares; 2026Q2: 25,096 shares; 2026Q3: 25,110 shares 25,110 $753K 0.03% +14 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,333 shares; 2025Q4: 25,333 shares; 2026Q1: 25,333 shares; 2026Q2: 25,333 shares; 2026Q3: 25,333 shares 25,333 $738K 0.03% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,678 shares; 2025Q1: 3,221 shares; 2025Q2: 3,336 shares; 2025Q3: 8,395 shares; 2025Q4: 8,173 shares; 2026Q1: 8,024 shares; 2026Q2: 7,483 shares; 2026Q3: 7,442 shares 7,442 $736K 0.03% -41 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,301 shares; 2025Q1: 7,861 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,219 shares; 2026Q1: 5,859 shares; 2026Q2: 5,982 shares; 2026Q3: 6,044 shares 6,044 $727K 0.03% +62 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,977 shares; 2025Q1: 7,978 shares; 2025Q2: 7,979 shares; 2025Q3: 7,979 shares; 2025Q4: 7,982 shares; 2026Q1: 7,983 shares; 2026Q2: 9,293 shares; 2026Q3: 7,985 shares 7,985 $717K 0.03% -1,308 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,370 shares; 2025Q1: 13,577 shares; 2025Q2: 11,495 shares; 2025Q3: 12,742 shares; 2025Q4: 12,520 shares; 2026Q1: 12,524 shares; 2026Q2: 12,527 shares; 2026Q3: 12,530 shares 12,530 $669K 0.03% +3 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,148 shares; 2026Q1: 13,148 shares; 2026Q2: 13,148 shares; 2026Q3: 13,148 shares 13,148 $665K 0.03% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,804 shares; 2025Q1: 24,488 shares; 2025Q2: 22,174 shares; 2025Q3: 23,039 shares; 2025Q4: 13,814 shares; 2026Q1: 12,536 shares; 2026Q2: 11,085 shares; 2026Q3: 9,814 shares 9,814 $661K 0.03% -1,271 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,510 shares; 2025Q1: 10,010 shares; 2025Q2: 8,845 shares; 2025Q3: 9,345 shares; 2025Q4: 9,070 shares; 2026Q1: 9,070 shares; 2026Q2: 9,070 shares; 2026Q3: 9,060 shares 9,060 $648K 0.03% -10 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,646 shares; 2025Q1: 1,647 shares; 2025Q2: 1,667 shares; 2025Q3: 1,719 shares; 2025Q4: 1,453 shares; 2026Q1: 1,433 shares; 2026Q2: 1,377 shares; 2026Q3: 1,391 shares 1,391 $629K 0.03% +14 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,935 shares; 2025Q3: 2,935 shares; 2025Q4: 2,935 shares; 2026Q1: 3,135 shares; 2026Q2: 3,135 shares; 2026Q3: 3,135 shares 3,135 $621K 0.02% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,975 shares; 2025Q1: 2,932 shares; 2025Q2: 2,599 shares; 2025Q3: 3,151 shares; 2025Q4: 2,720 shares; 2026Q1: 2,659 shares; 2026Q2: 2,599 shares; 2026Q3: 2,620 shares 2,620 $605K 0.02% +21 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,709 shares; 2025Q1: 5,305 shares; 2025Q2: 4,664 shares; 2025Q3: 5,533 shares; 2025Q4: 6,254 shares; 2026Q1: 6,355 shares; 2026Q2: 5,936 shares; 2026Q3: 6,455 shares 6,455 $603K 0.02% +519 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,549 shares; 2025Q1: 6,746 shares; 2025Q2: 5,518 shares; 2025Q3: 5,820 shares; 2025Q4: 5,060 shares; 2026Q1: 5,161 shares; 2026Q2: 5,016 shares; 2026Q3: 3,798 shares 3,798 $595K 0.02% -1,218 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; 2024Q4: 16,774 shares; 2025Q1: 16,774 shares; 2025Q2: 16,512 shares; 2025Q3: 16,512 shares; 2025Q4: 16,512 shares; 2026Q1: 16,395 shares; 2026Q2: 16,395 shares; 2026Q3: 16,315 shares 16,315 $595K 0.02% -80 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,375 shares; 2025Q1: 7,000 shares; 2025Q2: 6,810 shares; 2025Q3: 8,310 shares; 2025Q4: 8,210 shares; 2026Q1: 7,420 shares; 2026Q2: 7,310 shares; 2026Q3: 7,310 shares 7,310 $589K 0.02% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,833 shares; 2025Q1: 2,728 shares; 2025Q2: 2,799 shares; 2025Q3: 2,766 shares; 2025Q4: 3,313 shares; 2026Q1: 3,374 shares; 2026Q2: 3,305 shares; 2026Q3: 3,051 shares 3,051 $589K 0.02% -254 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 342 shares; 2025Q1: 346 shares; 2025Q2: 349 shares; 2025Q3: 619 shares; 2025Q4: 630 shares; 2026Q1: 630 shares; 2026Q2: 631 shares; 2026Q3: 650 shares 650 $585K 0.02% +19 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,193 shares; 2025Q1: 2,206 shares; 2025Q2: 2,197 shares; 2025Q3: 2,491 shares; 2025Q4: 2,908 shares; 2026Q1: 2,886 shares; 2026Q2: 2,892 shares; 2026Q3: 2,610 shares 2,610 $574K 0.02% -282 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,895 shares; 2025Q1: 1,898 shares; 2025Q2: 1,908 shares; 2025Q3: 2,143 shares; 2025Q4: 2,171 shares; 2026Q1: 2,170 shares; 2026Q2: 2,262 shares; 2026Q3: 2,234 shares 2,234 $567K 0.02% -28 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,510 shares; 2025Q1: 47,755 shares; 2025Q2: 43,955 shares; 2025Q3: 43,955 shares; 2025Q4: 42,404 shares; 2026Q1: 40,434 shares; 2026Q2: 39,679 shares; 2026Q3: 12,994 shares 12,994 $549K 0.02% -26,685 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,018 shares; 2025Q1: 1,097 shares; 2025Q2: 1,066 shares; 2025Q3: 1,241 shares; 2025Q4: 1,474 shares; 2026Q1: 1,483 shares; 2026Q2: 1,487 shares; 2026Q3: 1,298 shares 1,298 $547K 0.02% -189 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,313 shares; 2025Q1: 6,357 shares; 2025Q2: 6,294 shares; 2025Q3: 6,196 shares; 2025Q4: 6,199 shares; 2026Q1: 6,199 shares; 2026Q2: 5,185 shares; 2026Q3: 6,338 shares 6,338 $546K 0.02% +1,153 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,215 shares; 2025Q1: 9,991 shares; 2025Q2: 11,663 shares; 2025Q3: 13,643 shares; 2025Q4: 9,914 shares; 2026Q1: 9,921 shares; 2026Q2: 9,787 shares; 2026Q3: 6,580 shares 6,580 $534K 0.02% -3,207 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 923 shares; 2025Q4: 923 shares; 2026Q1: 923 shares; 2026Q2: 923 shares; 2026Q3: 923 shares 923 $525K 0.02% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,288 shares; 2025Q1: 3,289 shares; 2025Q2: 3,392 shares; 2025Q3: 3,392 shares; 2025Q4: 3,257 shares; 2026Q1: 3,257 shares; 2026Q2: 3,108 shares; 2026Q3: 3,108 shares 3,108 $519K 0.02% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 879 shares; 2025Q1: 883 shares; 2025Q2: 887 shares; 2025Q3: 953 shares; 2025Q4: 1,203 shares; 2026Q1: 1,208 shares; 2026Q2: 1,249 shares; 2026Q3: 1,178 shares 1,178 $506K 0.02% -71 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,028 shares; 2025Q1: 1,823 shares; 2025Q2: 1,875 shares; 2025Q3: 1,871 shares; 2025Q4: 1,560 shares; 2026Q1: 1,560 shares; 2026Q2: 1,680 shares; 2026Q3: 1,770 shares 1,770 $496K 0.02% +90 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,615 shares; 2025Q1: 3,460 shares; 2025Q2: 3,464 shares; 2025Q3: 3,456 shares; 2025Q4: 2,593 shares; 2026Q1: 2,476 shares; 2026Q2: 2,268 shares; 2026Q3: 2,123 shares 2,123 $495K 0.02% -145 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,885 shares; 2026Q2: 3,885 shares; 2026Q3: 5,850 shares 5,850 $474K 0.02% +1,965 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,018 shares; 2025Q1: 15,668 shares; 2025Q2: 13,785 shares; 2025Q3: 17,239 shares; 2025Q4: 18,358 shares; 2026Q1: 18,379 shares; 2026Q2: 18,379 shares; 2026Q3: 16,585 shares 16,585 $473K 0.02% -1,794 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 297 shares; 2025Q1: 327 shares; 2025Q2: 358 shares; 2025Q3: 341 shares; 2025Q4: 5,160 shares; 2026Q1: 5,560 shares; 2026Q2: 4,589 shares; 2026Q3: 6,791 shares 6,791 $473K 0.02% +2,202 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 774 shares; 2025Q1: 664 shares; 2025Q2: 668 shares; 2025Q3: 812 shares; 2025Q4: 1,011 shares; 2026Q1: 1,001 shares; 2026Q2: 986 shares; 2026Q3: 973 shares 973 $471K 0.02% -13 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,407 shares; 2025Q1: 5,853 shares; 2025Q2: 5,683 shares; 2025Q3: 5,975 shares; 2025Q4: 5,155 shares; 2026Q1: 4,309 shares; 2026Q2: 3,175 shares; 2026Q3: 2,532 shares 2,532 $464K 0.02% -643 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,135 shares; 2026Q1: 1,963 shares; 2026Q2: 1,963 shares; 2026Q3: 1,940 shares 1,940 $453K 0.02% -23 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,143 shares; 2026Q1: 1,127 shares; 2026Q2: 1,127 shares; 2026Q3: 1,127 shares 1,127 $452K 0.02% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 985 shares; 2025Q1: 986 shares; 2025Q2: 980 shares; 2025Q3: 955 shares; 2025Q4: 1,283 shares; 2026Q1: 1,287 shares; 2026Q2: 1,287 shares; 2026Q3: 1,111 shares 1,111 $452K 0.02% -176 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,781 shares; 2025Q1: 1,799 shares; 2025Q2: not reported; 2025Q3: 4,466 shares; 2025Q4: 4,466 shares; 2026Q1: 4,466 shares; 2026Q2: 4,313 shares; 2026Q3: 4,599 shares 4,599 $450K 0.02% +286 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,105 shares; 2025Q1: 2,133 shares; 2025Q2: not reported; 2025Q3: 5,435 shares; 2025Q4: 5,985 shares; 2026Q1: 5,985 shares; 2026Q2: 6,009 shares; 2026Q3: 5,598 shares 5,598 $448K 0.02% -411 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 258 shares; 2026Q1: 286 shares; 2026Q2: 301 shares; 2026Q3: 357 shares 357 $445K 0.02% +56 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,554 shares; 2025Q1: 3,609 shares; 2025Q2: 3,041 shares; 2025Q3: 2,983 shares; 2025Q4: 4,745 shares; 2026Q1: 5,068 shares; 2026Q2: 4,820 shares; 2026Q3: 5,672 shares 5,672 $442K 0.02% +852 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,459 shares; 2025Q1: 10,459 shares; 2025Q2: 9,491 shares; 2025Q3: 14,333 shares; 2025Q4: 14,333 shares; 2026Q1: 14,333 shares; 2026Q2: 13,945 shares; 2026Q3: 13,463 shares 13,463 $438K 0.02% -482 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,150 shares; 2025Q1: 13,150 shares; 2025Q2: 14,400 shares; 2025Q3: 14,400 shares; 2025Q4: 14,400 shares; 2026Q1: 14,400 shares; 2026Q2: 14,400 shares; 2026Q3: 15,186 shares 15,186 $435K 0.02% +786 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,413 shares; 2025Q1: 1,415 shares; 2025Q2: 1,423 shares; 2025Q3: 1,423 shares; 2025Q4: 1,475 shares; 2026Q1: 1,475 shares; 2026Q2: 1,475 shares; 2026Q3: 1,475 shares 1,475 $431K 0.02% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,863 shares; 2025Q4: 5,023 shares; 2026Q1: 5,023 shares; 2026Q2: 5,023 shares; 2026Q3: 10,302 shares 10,302 $429K 0.02% +5,279 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; 2024Q4: 3,322 shares; 2025Q1: 3,322 shares; 2025Q2: 3,022 shares; 2025Q3: 3,022 shares; 2025Q4: 2,885 shares; 2026Q1: 2,885 shares; 2026Q2: 2,885 shares; 2026Q3: 2,885 shares 2,885 $423K 0.02% 0 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,700 shares; 2025Q1: 8,700 shares; 2025Q2: 8,700 shares; 2025Q3: 8,700 shares; 2025Q4: 8,795 shares; 2026Q1: 8,700 shares; 2026Q2: 8,700 shares; 2026Q3: 8,700 shares 8,700 $422K 0.02% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,602 shares; 2025Q1: 1,736 shares; 2025Q2: 1,736 shares; 2025Q3: 1,771 shares; 2025Q4: 2,673 shares; 2026Q1: 2,671 shares; 2026Q2: 2,672 shares; 2026Q3: 2,679 shares 2,679 $416K 0.02% +7 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,595 shares; 2025Q1: 4,592 shares; 2025Q2: 4,650 shares; 2025Q3: 4,615 shares; 2025Q4: 4,378 shares; 2026Q1: 4,329 shares; 2026Q2: 4,330 shares; 2026Q3: 4,332 shares 4,332 $407K 0.02% +2 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 365 shares; 2025Q1: 497 shares; 2025Q2: not reported; 2025Q3: 1,410 shares; 2025Q4: 1,290 shares; 2026Q1: 1,290 shares; 2026Q2: 1,166 shares; 2026Q3: 1,761 shares 1,761 $404K 0.02% +595 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,383 shares; 2025Q1: 2,387 shares; 2025Q2: 2,391 shares; 2025Q3: 3,121 shares; 2025Q4: 3,124 shares; 2026Q1: 3,124 shares; 2026Q2: 3,102 shares; 2026Q3: 3,102 shares 3,102 $404K 0.02% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,545 shares; 2025Q1: 2,465 shares; 2025Q2: 2,468 shares; 2025Q3: 5,797 shares; 2025Q4: 5,798 shares; 2026Q1: 5,798 shares; 2026Q2: 5,798 shares; 2026Q3: 5,798 shares 5,798 $402K 0.02% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,612 shares; 2025Q1: 2,750 shares; 2025Q2: 2,087 shares; 2025Q3: 2,512 shares; 2025Q4: 2,208 shares; 2026Q1: 2,108 shares; 2026Q2: 2,091 shares; 2026Q3: 2,102 shares 2,102 $401K 0.02% +11 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 509 shares; 2025Q1: 511 shares; 2025Q2: 511 shares; 2025Q3: 505 shares; 2025Q4: 405 shares; 2026Q1: 405 shares; 2026Q2: 405 shares; 2026Q3: 411 shares 411 $393K 0.02% +6 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; 2024Q4: 1,586 shares; 2025Q1: 1,587 shares; 2025Q2: 1,614 shares; 2025Q3: 1,965 shares; 2025Q4: 1,949 shares; 2026Q1: 1,934 shares; 2026Q2: 1,661 shares; 2026Q3: 1,662 shares 1,662 $388K 0.02% +1 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,767 shares; 2025Q3: 4,144 shares; 2025Q4: 4,846 shares; 2026Q1: 4,390 shares; 2026Q2: 4,390 shares; 2026Q3: 4,330 shares 4,330 $375K 0.02% -60 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,540 shares; 2025Q1: 2,540 shares; 2025Q2: 2,540 shares; 2025Q3: 2,540 shares; 2025Q4: 2,540 shares; 2026Q1: 2,540 shares; 2026Q2: 2,407 shares; 2026Q3: 2,407 shares 2,407 $375K 0.02% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 169 shares; 2025Q1: 142 shares; 2025Q2: 138 shares; 2025Q3: 159 shares; 2025Q4: 136 shares; 2026Q1: 119 shares; 2026Q2: 2,275 shares; 2026Q3: 2,270 shares 2,270 $370K 0.01% -5 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 868 shares; 2026Q2: 868 shares; 2026Q3: 1,750 shares 1,750 $369K 0.01% +882 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,168 shares; 2025Q1: 2,182 shares; 2025Q2: 2,279 shares; 2025Q3: 2,237 shares; 2025Q4: 2,189 shares; 2026Q1: 2,189 shares; 2026Q2: 2,189 shares; 2026Q3: 4,378 shares 4,378 $369K 0.01% +2,189 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,997 shares; 2025Q1: 14,997 shares; 2025Q2: 14,997 shares; 2025Q3: 14,997 shares; 2025Q4: 14,997 shares; 2026Q1: 13,943 shares; 2026Q2: 10,694 shares; 2026Q3: 10,694 shares 10,694 $364K 0.01% 0 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,550 shares; 2025Q4: 2,550 shares; 2026Q1: 2,550 shares; 2026Q2: 2,550 shares; 2026Q3: 2,550 shares 2,550 $358K 0.01% 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; 2024Q4: 2,150 shares; 2025Q1: 2,038 shares; 2025Q2: 1,986 shares; 2025Q3: 2,460 shares; 2025Q4: 2,004 shares; 2026Q1: 1,379 shares; 2026Q2: 1,416 shares; 2026Q3: 1,379 shares 1,379 $352K 0.01% -37 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,582 shares; 2026Q2: 1,606 shares; 2026Q3: 2,337 shares 2,337 $348K 0.01% +731 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,205 shares; 2025Q1: 4,208 shares; 2025Q2: 4,212 shares; 2025Q3: 4,212 shares; 2025Q4: 4,218 shares; 2026Q1: 4,788 shares; 2026Q2: 4,929 shares; 2026Q3: 5,487 shares 5,487 $346K 0.01% +558 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 625 shares; 2026Q1: 597 shares; 2026Q2: 530 shares; 2026Q3: 530 shares 530 $341K 0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,153 shares; 2025Q1: 4,923 shares; 2025Q2: 4,854 shares; 2025Q3: 4,827 shares; 2025Q4: 4,634 shares; 2026Q1: 6,965 shares; 2026Q2: 6,520 shares; 2026Q3: 8,402 shares 8,402 $339K 0.01% +1,882 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,258 shares; 2025Q1: 6,258 shares; 2025Q2: 6,258 shares; 2025Q3: 6,258 shares; 2025Q4: 6,258 shares; 2026Q1: 5,742 shares; 2026Q2: 5,742 shares; 2026Q3: 6,404 shares 6,404 $339K 0.01% +662 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,227 shares; 2026Q1: 2,285 shares; 2026Q2: 2,570 shares; 2026Q3: 3,227 shares 3,227 $337K 0.01% +657 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 173 shares; 2026Q2: 190 shares; 2026Q3: 193 shares 193 $336K 0.01% +3 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 384 shares; 2025Q1: 276 shares; 2025Q2: not reported; 2025Q3: 672 shares; 2025Q4: 672 shares; 2026Q1: 672 shares; 2026Q2: 672 shares; 2026Q3: 672 shares 672 $331K 0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,387 shares; 2025Q1: 2,505 shares; 2025Q2: not reported; 2025Q3: 3,931 shares; 2025Q4: 4,376 shares; 2026Q1: 4,378 shares; 2026Q2: 4,683 shares; 2026Q3: 4,893 shares 4,893 $329K 0.01% +210 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,629 shares; 2025Q4: 2,629 shares; 2026Q1: 2,629 shares; 2026Q2: 2,629 shares; 2026Q3: 2,540 shares 2,540 $329K 0.01% -89 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,838 shares; 2025Q1: 16,237 shares; 2025Q2: 14,995 shares; 2025Q3: 16,010 shares; 2025Q4: 12,359 shares; 2026Q1: 11,253 shares; 2026Q2: 8,678 shares; 2026Q3: 4,434 shares 4,434 $327K 0.01% -4,244 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,726 shares; 2025Q4: 2,393 shares; 2026Q1: 2,393 shares; 2026Q2: 2,393 shares; 2026Q3: 2,413 shares 2,413 $326K 0.01% +20 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; 2024Q4: 11,934 shares; 2025Q1: 11,934 shares; 2025Q2: 9,684 shares; 2025Q3: 9,684 shares; 2025Q4: 9,684 shares; 2026Q1: 9,684 shares; 2026Q2: 9,684 shares; 2026Q3: 9,684 shares 9,684 $323K 0.01% 0 Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,525 shares; 2025Q3: 28,525 shares; 2025Q4: 28,525 shares; 2026Q1: 19,657 shares; 2026Q2: 19,657 shares; 2026Q3: 19,657 shares 19,657 $318K 0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,262 shares; 2025Q1: 1,262 shares; 2025Q2: 1,353 shares; 2025Q3: 1,353 shares; 2025Q4: 1,262 shares; 2026Q1: 1,262 shares; 2026Q2: 1,642 shares; 2026Q3: 1,642 shares 1,642 $318K 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,917 shares; 2025Q1: 5,821 shares; 2025Q2: 5,350 shares; 2025Q3: 5,521 shares; 2025Q4: 5,529 shares; 2026Q1: 5,313 shares; 2026Q2: 3,719 shares; 2026Q3: 2,482 shares 2,482 $312K 0.01% -1,237 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,416 shares; 2025Q1: 7,404 shares; 2025Q2: 7,481 shares; 2025Q3: 7,423 shares; 2025Q4: 7,598 shares; 2026Q1: 7,598 shares; 2026Q2: 7,433 shares; 2026Q3: 7,434 shares 7,434 $310K 0.01% +1 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,941 shares; 2026Q2: 7,125 shares; 2026Q3: 7,763 shares 7,763 $309K 0.01% +638 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,547 shares; 2025Q1: 1,769 shares; 2025Q2: 2,471 shares; 2025Q3: 3,232 shares; 2025Q4: 4,057 shares; 2026Q1: 3,879 shares; 2026Q2: 3,979 shares; 2026Q3: 3,700 shares 3,700 $307K 0.01% -279 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,582 shares; 2025Q1: 1,585 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,824 shares; 2026Q1: 4,458 shares; 2026Q2: 4,270 shares; 2026Q3: 5,732 shares 5,732 $301K 0.01% +1,462 Timeline AVIG 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,600 shares 7,600 $299K 0.01% new Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: not reported; 2025Q3: 1,808 shares; 2025Q4: 1,808 shares; 2026Q1: 1,808 shares; 2026Q2: 1,808 shares; 2026Q3: 1,808 shares 1,808 $296K 0.01% 0 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 517 shares; 2026Q2: 1,601 shares; 2026Q3: 1,601 shares 1,601 $295K 0.01% 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; 2024Q4: 4,435 shares; 2025Q1: 4,464 shares; 2025Q2: 4,485 shares; 2025Q3: 5,715 shares; 2025Q4: 5,479 shares; 2026Q1: 6,842 shares; 2026Q2: 4,436 shares; 2026Q3: 3,549 shares 3,549 $294K 0.01% -887 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,524 shares; 2026Q2: 1,597 shares; 2026Q3: 2,400 shares 2,400 $294K 0.01% +803 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,315 shares 6,315 $293K 0.01% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: not reported; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 2,050 shares; 2026Q2: 2,050 shares; 2026Q3: 1,960 shares 1,960 $291K 0.01% -90 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,231 shares; 2025Q1: 32,045 shares; 2025Q2: 27,068 shares; 2025Q3: 29,744 shares; 2025Q4: 21,813 shares; 2026Q1: 21,300 shares; 2026Q2: 20,116 shares; 2026Q3: 13,106 shares 13,106 $285K 0.01% -7,010 Timeline DFSV DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,383 shares 7,383 $277K 0.01% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,857 shares; 2025Q4: 7,896 shares; 2026Q1: 7,913 shares; 2026Q2: 7,780 shares; 2026Q3: 7,734 shares 7,734 $275K 0.01% -46 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,227 shares 3,227 $275K 0.01% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,738 shares; 2025Q1: 1,741 shares; 2025Q2: 1,897 shares; 2025Q3: 2,609 shares; 2025Q4: 2,460 shares; 2026Q1: 2,462 shares; 2026Q2: 2,464 shares; 2026Q3: 2,467 shares 2,467 $274K 0.01% +3 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,726 shares; 2025Q1: 3,639 shares; 2025Q2: 3,624 shares; 2025Q3: 5,573 shares; 2025Q4: 5,419 shares; 2026Q1: 5,271 shares; 2026Q2: 5,272 shares; 2026Q3: 4,981 shares 4,981 $273K 0.01% -291 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 995 shares; 2025Q1: 951 shares; 2025Q2: 1,189 shares; 2025Q3: 1,221 shares; 2025Q4: 1,043 shares; 2026Q1: 901 shares; 2026Q2: 822 shares; 2026Q3: 1,129 shares 1,129 $271K 0.01% +307 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,687 shares; 2025Q1: 1,803 shares; 2025Q2: 1,850 shares; 2025Q3: 1,768 shares; 2025Q4: 2,367 shares; 2026Q1: 1,618 shares; 2026Q2: 1,874 shares; 2026Q3: 1,969 shares 1,969 $270K 0.01% +95 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,776 shares 1,776 $268K 0.01% new Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,601 shares; 2026Q1: 3,601 shares; 2026Q2: 3,601 shares; 2026Q3: 3,601 shares 3,601 $258K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,818 shares; 2026Q2: 1,656 shares; 2026Q3: 3,939 shares 3,939 $257K 0.01% +2,283 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 816 shares; 2025Q1: 596 shares; 2025Q2: not reported; 2025Q3: 1,084 shares; 2025Q4: 1,084 shares; 2026Q1: 1,084 shares; 2026Q2: 1,085 shares; 2026Q3: 1,247 shares 1,247 $254K 0.01% +162 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,627 shares; 2026Q1: 6,627 shares; 2026Q2: 6,627 shares; 2026Q3: 6,627 shares 6,627 $249K 0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,235 shares; 2025Q1: 2,235 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,378 shares; 2026Q1: 2,336 shares; 2026Q2: 2,338 shares; 2026Q3: 2,219 shares 2,219 $248K 0.01% -119 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,267 shares; 2025Q3: 2,000 shares; 2025Q4: 2,060 shares; 2026Q1: 1,819 shares; 2026Q2: 1,819 shares; 2026Q3: 1,762 shares 1,762 $246K 0.01% -57 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares; 2026Q2: 4,800 shares; 2026Q3: 4,800 shares 4,800 $246K 0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 902 shares; 2025Q1: 905 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,530 shares; 2026Q2: 1,537 shares; 2026Q3: 2,189 shares 2,189 $245K 0.01% +652 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 989 shares; 2026Q2: 989 shares; 2026Q3: 1,008 shares 1,008 $243K 0.01% +19 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 134 shares; 2026Q2: 134 shares; 2026Q3: 134 shares 134 $243K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,516 shares; 2025Q1: 11,584 shares; 2025Q2: 11,242 shares; 2025Q3: 12,117 shares; 2025Q4: 4,444 shares; 2026Q1: 4,046 shares; 2026Q2: 2,832 shares; 2026Q3: 2,477 shares 2,477 $241K 0.01% -355 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,246 shares; 2025Q1: 3,100 shares; 2025Q2: 2,763 shares; 2025Q3: 2,809 shares; 2025Q4: 2,086 shares; 2026Q1: 2,049 shares; 2026Q2: 1,909 shares; 2026Q3: 1,819 shares 1,819 $233K 0.01% -90 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,675 shares; 2025Q1: 1,675 shares; 2025Q2: 1,675 shares; 2025Q3: 1,675 shares; 2025Q4: 1,675 shares; 2026Q1: 1,675 shares; 2026Q2: 1,675 shares; 2026Q3: 1,675 shares 1,675 $231K 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,913 shares; 2025Q4: 1,926 shares; 2026Q1: 1,862 shares; 2026Q2: 2,157 shares; 2026Q3: 2,061 shares 2,061 $230K 0.01% -96 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 559 shares; 2025Q1: 564 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 966 shares; 2026Q1: 981 shares; 2026Q2: 981 shares; 2026Q3: 963 shares 963 $228K 0.01% -18 Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 772 shares; 2026Q2: 772 shares; 2026Q3: 772 shares 772 $226K 0.01% 0 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,400 shares; 2026Q2: 3,400 shares; 2026Q3: 3,300 shares 3,300 $225K 0.01% -100 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,145 shares; 2025Q1: 3,145 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,045 shares; 2026Q1: 2,805 shares; 2026Q2: 2,806 shares; 2026Q3: 2,870 shares 2,870 $224K 0.01% +64 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 433 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 362 shares 362 $220K 0.01% -38 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,293 shares; 2025Q1: 5,679 shares; 2025Q2: 5,862 shares; 2025Q3: 6,473 shares; 2025Q4: 3,474 shares; 2026Q1: 3,124 shares; 2026Q2: 2,265 shares; 2026Q3: 1,835 shares 1,835 $219K 0.01% -430 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; 2024Q4: 2,170 shares; 2025Q1: 2,170 shares; 2025Q2: not reported; 2025Q3: 2,727 shares; 2025Q4: 2,732 shares; 2026Q1: 2,238 shares; 2026Q2: 2,240 shares; 2026Q3: 1,847 shares 1,847 $218K 0.01% -393 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 251 shares; 2025Q1: 253 shares; 2025Q2: not reported; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 278 shares; 2026Q2: 278 shares; 2026Q3: 254 shares 254 $217K 0.01% -24 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; 2024Q4: 6,060 shares; 2025Q1: 6,060 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,060 shares; 2026Q1: 4,345 shares; 2026Q2: 4,205 shares; 2026Q3: 3,980 shares 3,980 $217K 0.01% -225 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,098 shares; 2025Q1: 1,048 shares; 2025Q2: 1,054 shares; 2025Q3: 1,034 shares; 2025Q4: 1,034 shares; 2026Q1: 941 shares; 2026Q2: 941 shares; 2026Q3: 974 shares 974 $216K 0.01% +33 Timeline SMBC SOUTHERN MO BANCORP INC More: the full row for SOUTHERN MO BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,045 shares; 2026Q2: 3,045 shares; 2026Q3: 3,045 shares 3,045 $216K 0.01% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,408 shares; 2025Q4: 1,807 shares; 2026Q1: 1,645 shares; 2026Q2: 1,645 shares; 2026Q3: 1,565 shares 1,565 $214K 0.01% -80 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,055 shares; 2026Q2: 2,054 shares; 2026Q3: 2,667 shares 2,667 $208K 0.01% +613 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 914 shares; 2025Q1: 696 shares; 2025Q2: not reported; 2025Q3: 1,071 shares; 2025Q4: 2,122 shares; 2026Q1: 2,124 shares; 2026Q2: 2,127 shares; 2026Q3: 1,900 shares 1,900 $207K 0.01% -227 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,226 shares; 2025Q1: 2,226 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,226 shares; 2026Q2: 2,226 shares; 2026Q3: 2,226 shares 2,226 $205K 0.01% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,401 shares; 2025Q1: 1,401 shares; 2025Q2: 1,401 shares; 2025Q3: 1,401 shares; 2025Q4: 1,186 shares; 2026Q1: 1,186 shares; 2026Q2: 1,159 shares; 2026Q3: 984 shares 984 $205K 0.01% -175 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,450 shares; 2026Q2: 2,450 shares; 2026Q3: 2,450 shares 2,450 $203K 0.01% 0 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,993 shares; 2025Q1: 1,993 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,992 shares; 2026Q1: 1,992 shares; 2026Q2: 1,992 shares; 2026Q3: 1,992 shares 1,992 $201K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,614 shares; 2025Q1: 2,631 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,851 shares; 2026Q2: 2,902 shares; 2026Q3: 2,942 shares 2,942 $200K 0.01% +40 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,425 shares; 2026Q2: 7,125 shares; 2026Q3: 7,125 shares 7,125 $199K 0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 670 shares 670 $195K 0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,724 shares; 2026Q1: 7,724 shares; 2026Q2: 6,690 shares; 2026Q3: 6,630 shares 6,630 $194K 0.01% -60 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 767 shares; 2026Q3: 920 shares 920 $194K 0.01% +153 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,485 shares; 2025Q1: 1,485 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,482 shares; 2026Q2: 1,492 shares; 2026Q3: 1,492 shares 1,492 $194K 0.01% 0 Timeline AVLC 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; 2024Q4: not reported; 2025Q1: 1,950 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,140 shares; 2026Q2: 2,140 shares; 2026Q3: 2,140 shares 2,140 $193K 0.01% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 249 shares; 2026Q2: 294 shares; 2026Q3: 294 shares 294 $193K 0.01% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,582 shares; 2026Q2: 4,619 shares; 2026Q3: 4,634 shares 4,634 $192K 0.01% +15 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,180 shares; 2025Q1: 1,574 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,366 shares; 2026Q1: 1,136 shares; 2026Q2: 1,136 shares; 2026Q3: 1,136 shares 1,136 $191K 0.01% 0 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,455 shares; 2025Q1: 1,380 shares; 2025Q2: 1,383 shares; 2025Q3: 1,375 shares; 2025Q4: 1,361 shares; 2026Q1: 1,361 shares; 2026Q2: 1,096 shares; 2026Q3: 1,096 shares 1,096 $191K 0.01% 0 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,066 shares; 2026Q2: 3,066 shares; 2026Q3: 3,094 shares 3,094 $188K 0.01% +28 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,632 shares; 2025Q3: 5,757 shares; 2025Q4: 6,067 shares; 2026Q1: 5,402 shares; 2026Q2: 5,402 shares; 2026Q3: 5,019 shares 5,019 $186K 0.01% -383 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,497 shares; 2025Q1: 2,406 shares; 2025Q2: 2,303 shares; 2025Q3: 3,045 shares; 2025Q4: 2,853 shares; 2026Q1: 2,533 shares; 2026Q2: 2,180 shares; 2026Q3: 1,720 shares 1,720 $180K 0.01% -460 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 423 shares; 2025Q1: 426 shares; 2025Q2: 443 shares; 2025Q3: 669 shares; 2025Q4: 650 shares; 2026Q1: 654 shares; 2026Q2: 656 shares; 2026Q3: 654 shares 654 $180K 0.01% -2 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; 2024Q4: 2,739 shares; 2025Q1: 2,653 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,010 shares; 2026Q2: 2,036 shares; 2026Q3: 2,365 shares 2,365 $179K 0.01% +329 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 778 shares; 2026Q2: 723 shares; 2026Q3: 1,852 shares 1,852 $177K 0.01% +1,129 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 325 shares; 2026Q2: 325 shares; 2026Q3: 325 shares 325 $172K 0.01% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 411 shares; 2026Q2: 411 shares; 2026Q3: 450 shares 450 $171K 0.01% +39 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,325 shares 1,325 $170K 0.01% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,170 shares; 2025Q1: 6,386 shares; 2025Q2: 4,201 shares; 2025Q3: 4,866 shares; 2025Q4: not reported; 2026Q1: 1,651 shares; 2026Q2: 1,246 shares; 2026Q3: 1,231 shares 1,231 $170K 0.01% -15 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 718 shares; 2025Q1: 694 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 574 shares; 2026Q2: 574 shares; 2026Q3: 658 shares 658 $169K 0.01% +84 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; 2024Q4: not reported; 2025Q1: 11,799 shares; 2025Q2: 12,072 shares; 2025Q3: 12,290 shares; 2025Q4: 14,050 shares; 2026Q1: 14,055 shares; 2026Q2: 14,090 shares; 2026Q3: 13,927 shares 13,927 $168K 0.01% -163 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,647 shares; 2026Q2: 3,317 shares; 2026Q3: 3,317 shares 3,317 $168K 0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,575 shares; 2026Q3: 2,619 shares 2,619 $167K 0.01% +44 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 561 shares; 2026Q2: 561 shares; 2026Q3: 561 shares 561 $165K 0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,637 shares; 2026Q2: 1,643 shares; 2026Q3: 1,654 shares 1,654 $164K 0.01% +11 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,268 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,724 shares; 2026Q2: 3,724 shares; 2026Q3: 3,724 shares 3,724 $164K 0.01% 0 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,993 shares; 2026Q2: 1,952 shares; 2026Q3: 1,952 shares 1,952 $163K 0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,525 shares; 2025Q1: 2,501 shares; 2025Q2: 2,509 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 688 shares; 2026Q2: 688 shares; 2026Q3: 688 shares 688 $152K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,635 shares 1,635 $150K 0.01% new Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,137 shares; 2026Q2: 2,137 shares; 2026Q3: 2,137 shares 2,137 $150K 0.01% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 720 shares; 2026Q2: 720 shares; 2026Q3: 720 shares 720 $149K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,904 shares; 2026Q2: 1,919 shares; 2026Q3: 1,904 shares 1,904 $148K 0.01% -15 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 387 shares; 2025Q1: 387 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 387 shares; 2026Q2: 387 shares; 2026Q3: 387 shares 387 $148K 0.01% 0 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares; 2026Q2: 700 shares; 2026Q3: 700 shares 700 $148K 0.01% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 217 shares; 2026Q2: 221 shares; 2026Q3: 217 shares 217 $146K 0.01% -4 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,850 shares; 2026Q1: 11,349 shares; 2026Q2: 11,349 shares; 2026Q3: 11,349 shares 11,349 $146K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,730 shares; 2026Q2: 2,580 shares; 2026Q3: 2,511 shares 2,511 $145K 0.01% -69 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,305 shares; 2026Q2: 6,495 shares; 2026Q3: 6,545 shares 6,545 $144K 0.01% +50 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 445 shares; 2026Q2: 445 shares; 2026Q3: 445 shares 445 $141K 0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,388 shares; 2026Q2: 4,403 shares; 2026Q3: 4,419 shares 4,419 $141K 0.01% +16 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 682 shares; 2026Q2: 567 shares; 2026Q3: 412 shares 412 $140K 0.01% -155 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,555 shares; 2026Q2: 1,465 shares; 2026Q3: 1,465 shares 1,465 $139K 0.01% 0 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,890 shares; 2026Q2: 6,890 shares; 2026Q3: 6,890 shares 6,890 $138K 0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 657 shares; 2025Q1: 657 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 596 shares; 2026Q2: 596 shares; 2026Q3: 596 shares 596 $138K 0.01% 0 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,562 shares; 2026Q2: 1,562 shares; 2026Q3: 1,562 shares 1,562 $136K 0.01% 0 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,666 shares 3,666 $134K 0.01% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,717 shares; 2025Q1: 1,736 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,045 shares; 2026Q2: 1,120 shares; 2026Q3: 1,063 shares 1,063 $133K 0.01% -57 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 267 shares; 2026Q2: 267 shares; 2026Q3: 295 shares 295 $132K 0.01% +28 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 368 shares; 2026Q2: 368 shares; 2026Q3: 289 shares 289 $131K 0.01% -79 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,535 shares; 2026Q2: 1,535 shares; 2026Q3: 1,535 shares 1,535 $131K 0.01% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,831 shares; 2026Q2: 1,731 shares; 2026Q3: 1,731 shares 1,731 $131K 0.01% 0 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 762 shares; 2026Q3: 838 shares 838 $130K 0.01% +76 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 543 shares; 2026Q2: 283 shares; 2026Q3: 283 shares 283 $129K 0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 685 shares; 2026Q2: 640 shares; 2026Q3: 615 shares 615 $127K 0.01% -25 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 929 shares; 2025Q1: 931 shares; 2025Q2: 933 shares; 2025Q3: 926 shares; 2025Q4: 926 shares; 2026Q1: 926 shares; 2026Q2: 926 shares; 2026Q3: 926 shares 926 $127K 0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,491 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,738 shares; 2026Q2: 1,688 shares; 2026Q3: 1,713 shares 1,713 $126K 0.01% +25 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,098 shares; 2025Q1: 2,098 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,998 shares; 2026Q2: 1,332 shares; 2026Q3: 1,332 shares 1,332 $125K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,294 shares; 2026Q3: 1,474 shares 1,474 $125K 0.01% +180 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,654 shares; 2026Q2: 1,654 shares; 2026Q3: 1,654 shares 1,654 $124K <0.01% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,305 shares; 2026Q2: 1,305 shares; 2026Q3: 1,305 shares 1,305 $124K <0.01% 0 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 301 shares; 2026Q2: 301 shares; 2026Q3: 201 shares 201 $122K <0.01% -100 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 573 shares; 2026Q2: 573 shares; 2026Q3: 573 shares 573 $122K <0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares; 2026Q2: 540 shares; 2026Q3: 550 shares 550 $122K <0.01% +10 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,215 shares; 2026Q2: 2,215 shares; 2026Q3: 2,215 shares 2,215 $122K <0.01% 0 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,138 shares; 2026Q2: 1,138 shares; 2026Q3: 1,043 shares 1,043 $119K <0.01% -95 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 801 shares; 2026Q2: 801 shares; 2026Q3: 801 shares 801 $119K <0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,143 shares; 2026Q3: 1,143 shares 1,143 $116K <0.01% 0 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,440 shares; 2026Q2: 1,440 shares; 2026Q3: 1,355 shares 1,355 $115K <0.01% -85 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 549 shares; 2025Q1: 553 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 545 shares; 2026Q2: 545 shares; 2026Q3: 548 shares 548 $115K <0.01% +3 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,998 shares; 2026Q2: 1,332 shares; 2026Q3: 1,332 shares 1,332 $113K <0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 450 shares; 2026Q3: 489 shares 489 $113K <0.01% +39 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,722 shares; 2025Q1: 2,689 shares; 2025Q2: 2,690 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 615 shares 615 $110K <0.01% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 903 shares; 2026Q2: 903 shares; 2026Q3: 1,083 shares 1,083 $109K <0.01% +180 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,230 shares; 2026Q2: 788 shares; 2026Q3: 790 shares 790 $109K <0.01% +2 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 177 shares; 2025Q1: 173 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,285 shares; 2026Q2: 1,308 shares; 2026Q3: 812 shares 812 $109K <0.01% -496 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,439 shares; 2025Q1: 1,398 shares; 2025Q2: not reported; 2025Q3: 2,363 shares; 2025Q4: not reported; 2026Q1: 1,953 shares; 2026Q2: 1,690 shares; 2026Q3: 1,690 shares 1,690 $109K <0.01% 0 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; 2024Q4: 662 shares; 2025Q1: 666 shares; 2025Q2: 650 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 641 shares; 2026Q2: 641 shares; 2026Q3: 641 shares 641 $108K <0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 666 shares; 2026Q3: 666 shares 666 $107K <0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 228 shares; 2025Q1: 230 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 225 shares; 2026Q3: 231 shares 231 $105K <0.01% +6 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,087 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,142 shares; 2026Q2: 1,142 shares; 2026Q3: 852 shares 852 $105K <0.01% -290 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 380 shares 380 $103K <0.01% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,039 shares 1,039 $103K <0.01% new Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,000 shares 1,000 $103K <0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,615 shares; 2026Q2: not reported; 2026Q3: 2,380 shares 2,380 $103K <0.01% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,450 shares; 2025Q1: 5,827 shares; 2025Q2: 5,662 shares; 2025Q3: 6,203 shares; 2025Q4: not reported; 2026Q1: 1,965 shares; 2026Q2: 1,965 shares; 2026Q3: 1,965 shares 1,965 $101K <0.01% 0 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,803 shares 7,803 $100K <0.01% new Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 825 shares 825 $100K <0.01% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,831 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,946 shares; 2026Q2: 1,946 shares; 2026Q3: 1,636 shares 1,636 $100K <0.01% -310 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,000 shares; 2025Q3: 15,725 shares; 2025Q4: 15,725 shares; 2026Q1: 15,725 shares; 2026Q2: 15,725 shares; 2026Q3: 15,725 shares 15,725 $83K <0.01% 0 Timeline