IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,743 shares; 2024Q4: 89,593 shares; 2025Q1: 90,554 shares; 2025Q2: 91,550 shares; 2025Q3: 96,556 shares; 2025Q4: 103,059 shares; 2026Q1: 105,019 shares; 2026Q2: 108,112 shares 108,112 $81.6M 10.08% +3,093 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,169 shares; 2024Q4: 135,688 shares; 2025Q1: 127,304 shares; 2025Q2: 126,664 shares; 2025Q3: 129,012 shares; 2025Q4: 135,179 shares; 2026Q1: 136,910 shares; 2026Q2: 841,422 shares 841,422 $72.9M 9.01% +704,512 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205,774 shares; 2024Q4: 209,499 shares; 2025Q1: 258,557 shares; 2025Q2: 264,247 shares; 2025Q3: 286,522 shares; 2025Q4: 303,256 shares; 2026Q1: 306,490 shares; 2026Q2: 305,455 shares 305,455 $67M 8.28% -1,035 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 994,078 shares; 2024Q4: 1,067,397 shares; 2025Q1: 1,142,537 shares; 2025Q2: 1,202,066 shares; 2025Q3: 1,303,758 shares; 2025Q4: 1,387,146 shares; 2026Q1: 1,366,932 shares; 2026Q2: 1,435,965 shares 1,435,965 $66.1M 8.16% +69,033 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,602 shares; 2024Q4: 157,515 shares; 2025Q1: 165,160 shares; 2025Q2: 154,453 shares; 2025Q3: 156,409 shares; 2025Q4: 224,654 shares; 2026Q1: 210,508 shares; 2026Q2: 193,775 shares 193,775 $60.6M 7.48% -16,733 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 326,491 shares; 2024Q4: 316,344 shares; 2025Q1: 348,737 shares; 2025Q2: 361,243 shares; 2025Q3: 393,619 shares; 2025Q4: 415,147 shares; 2026Q1: 424,349 shares; 2026Q2: 442,403 shares 442,403 $34.7M 4.29% +18,054 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,888 shares; 2024Q4: 56,376 shares; 2025Q1: 160,490 shares; 2025Q2: 169,451 shares; 2025Q3: 341,350 shares; 2025Q4: 381,556 shares; 2026Q1: 404,774 shares; 2026Q2: 417,047 shares 417,047 $34.2M 4.22% +12,273 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,458 shares; 2024Q4: 151,284 shares; 2025Q1: 152,476 shares; 2025Q2: 151,619 shares; 2025Q3: 151,722 shares; 2025Q4: 150,592 shares; 2026Q1: 149,450 shares; 2026Q2: 146,606 shares 146,606 $24.2M 2.99% -2,844 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,652 shares; 2024Q4: 155,997 shares; 2025Q1: 127,541 shares; 2025Q2: 127,743 shares; 2025Q3: 137,211 shares; 2025Q4: 143,393 shares; 2026Q1: 158,138 shares; 2026Q2: 177,115 shares 177,115 $22.2M 2.74% +18,977 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,264 shares; 2024Q4: 59,037 shares; 2025Q1: 59,693 shares; 2025Q2: 59,100 shares; 2025Q3: 60,063 shares; 2025Q4: 125,311 shares; 2026Q1: 126,997 shares; 2026Q2: 119,973 shares 119,973 $22M 2.72% -7,024 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,655 shares; 2025Q3: 84,557 shares; 2025Q4: 161,464 shares; 2026Q1: 198,182 shares; 2026Q2: 177,956 shares 177,956 $17.9M 2.21% -20,226 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,702 shares; 2024Q4: 78,501 shares; 2025Q1: 98,060 shares; 2025Q2: 109,489 shares; 2025Q3: 108,551 shares; 2025Q4: 107,810 shares; 2026Q1: 142,503 shares; 2026Q2: 142,897 shares 142,897 $17M 2.1% +394 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,900 shares; 2024Q4: 126,721 shares; 2025Q1: 148,325 shares; 2025Q2: 246,258 shares; 2025Q3: 255,386 shares; 2025Q4: 269,594 shares; 2026Q1: 293,236 shares; 2026Q2: 293,212 shares 293,212 $16.9M 2.09% -24 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,435 shares; 2024Q4: 84,215 shares; 2025Q1: 97,745 shares; 2025Q2: 108,387 shares; 2025Q3: 144,582 shares; 2025Q4: 157,179 shares; 2026Q1: 161,026 shares; 2026Q2: 156,580 shares 156,580 $15.6M 1.93% -4,446 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,692 shares; 2024Q4: 120,634 shares; 2025Q1: 129,427 shares; 2025Q2: 128,875 shares; 2025Q3: 146,393 shares; 2025Q4: 160,434 shares; 2026Q1: 162,794 shares; 2026Q2: 162,379 shares 162,379 $12.4M 1.53% -415 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,832 shares; 2024Q4: 2,116 shares; 2025Q1: 5,590 shares; 2025Q2: 9,297 shares; 2025Q3: 9,338 shares; 2025Q4: 9,481 shares; 2026Q1: 14,545 shares; 2026Q2: 15,079 shares 15,079 $10.4M 1.29% +534 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,667 shares; 2024Q4: 328,357 shares; 2025Q1: 313,356 shares; 2025Q2: 304,835 shares; 2025Q3: 303,766 shares; 2025Q4: 289,890 shares; 2026Q1: 288,764 shares; 2026Q2: 288,173 shares 288,173 $9.95M 1.23% -591 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,889 shares; 2024Q4: 183,624 shares; 2025Q1: 188,687 shares; 2025Q2: 192,527 shares; 2025Q3: 188,092 shares; 2025Q4: 188,993 shares; 2026Q1: 187,857 shares; 2026Q2: 199,212 shares 199,212 $9.41M 1.16% +11,355 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,011 shares; 2024Q4: 278,233 shares; 2025Q1: 403,861 shares; 2025Q2: 397,275 shares; 2025Q3: 396,201 shares; 2025Q4: 401,793 shares; 2026Q1: 400,765 shares; 2026Q2: 369,750 shares 369,750 $8.53M 1.05% -31,015 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,781 shares; 2024Q4: 35,853 shares; 2025Q1: 41,283 shares; 2025Q2: 44,241 shares; 2025Q3: 47,334 shares; 2025Q4: 49,121 shares; 2026Q1: 38,625 shares; 2026Q2: 21,527 shares 21,527 $7.95M 0.98% -17,098 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,006 shares; 2024Q4: 96,822 shares; 2025Q1: 95,013 shares; 2025Q2: 93,935 shares; 2025Q3: 83,746 shares; 2025Q4: 79,114 shares; 2026Q1: 79,143 shares; 2026Q2: 77,415 shares 77,415 $7.61M 0.94% -1,728 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,388 shares; 2024Q4: 12,112 shares; 2025Q1: 12,083 shares; 2025Q2: 12,083 shares; 2025Q3: 12,083 shares; 2025Q4: 12,083 shares; 2026Q1: 11,483 shares; 2026Q2: 45,932 shares 45,932 $5.65M 0.7% +34,449 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,454 shares; 2024Q4: 10,544 shares; 2025Q1: 10,808 shares; 2025Q2: 10,726 shares; 2025Q3: 10,789 shares; 2025Q4: 15,598 shares; 2026Q1: 15,001 shares; 2026Q2: 14,462 shares 14,462 $5.59M 0.69% -539 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,490 shares; 2024Q4: 5,513 shares; 2025Q1: 5,433 shares; 2025Q2: 4,849 shares; 2025Q3: 4,649 shares; 2025Q4: 4,650 shares; 2026Q1: 4,599 shares; 2026Q2: 4,484 shares 4,484 $5.38M 0.66% -115 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,702 shares; 2024Q4: 7,290 shares; 2025Q1: 8,719 shares; 2025Q2: 8,202 shares; 2025Q3: 8,442 shares; 2025Q4: 16,989 shares; 2026Q1: 21,186 shares; 2026Q2: 24,770 shares 24,770 $4.84M 0.6% +3,584 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,860 shares; 2024Q4: 153,119 shares; 2025Q1: 151,682 shares; 2025Q2: 149,847 shares; 2025Q3: 148,651 shares; 2025Q4: 143,014 shares; 2026Q1: 140,050 shares; 2026Q2: 138,946 shares 138,946 $4.8M 0.59% -1,104 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,336 shares; 2024Q4: 5,337 shares; 2025Q1: 6,327 shares; 2025Q2: 7,028 shares; 2025Q3: 6,146 shares; 2025Q4: 6,012 shares; 2026Q1: 6,452 shares; 2026Q2: 5,916 shares 5,916 $4.28M 0.53% -536 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,897 shares; 2024Q4: 5,897 shares; 2025Q1: 5,928 shares; 2025Q2: 7,228 shares; 2025Q3: 6,834 shares; 2025Q4: 6,990 shares; 2026Q1: 7,732 shares; 2026Q2: 7,080 shares 7,080 $4.25M 0.52% -652 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,466 shares; 2024Q4: 13,666 shares; 2025Q1: 12,355 shares; 2025Q2: 13,744 shares; 2025Q3: 12,504 shares; 2025Q4: 12,340 shares; 2026Q1: 11,998 shares; 2026Q2: 11,056 shares 11,056 $4.03M 0.5% -942 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,013 shares; 2024Q4: 16,915 shares; 2025Q1: 16,877 shares; 2025Q2: 16,769 shares; 2025Q3: 16,574 shares; 2025Q4: 16,376 shares; 2026Q1: 16,342 shares; 2026Q2: 16,249 shares 16,249 $4.02M 0.5% -93 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,620 shares; 2024Q4: 6,620 shares; 2025Q1: 6,620 shares; 2025Q2: 6,620 shares; 2025Q3: 6,420 shares; 2025Q4: 6,584 shares; 2026Q1: 5,976 shares; 2026Q2: 4,304 shares 4,304 $3.74M 0.46% -1,672 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 274,034 shares; 2024Q4: 301,661 shares; 2025Q1: 143,311 shares; 2025Q2: 142,182 shares; 2025Q3: 51,776 shares; 2025Q4: 41,570 shares; 2026Q1: 38,327 shares; 2026Q2: 35,013 shares 35,013 $3.51M 0.43% -3,314 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,260 shares; 2024Q4: 50,705 shares; 2025Q1: 28,854 shares; 2025Q2: 28,183 shares; 2025Q3: 27,638 shares; 2025Q4: 27,201 shares; 2026Q1: 26,882 shares; 2026Q2: 26,153 shares 26,153 $3.48M 0.43% -729 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,434 shares; 2024Q4: 153,434 shares; 2025Q1: 136,786 shares; 2025Q2: 136,786 shares; 2025Q3: 114,414 shares; 2025Q4: 114,450 shares; 2026Q1: 114,949 shares; 2026Q2: 114,550 shares 114,550 $3.4M 0.42% -399 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,588 shares; 2024Q4: 4,421 shares; 2025Q1: 4,442 shares; 2025Q2: 4,549 shares; 2025Q3: 4,542 shares; 2025Q4: 4,395 shares; 2026Q1: 4,364 shares; 2026Q2: 4,465 shares 4,465 $3.35M 0.41% +101 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,187 shares; 2024Q4: 1,304 shares; 2025Q1: 1,965 shares; 2025Q2: 2,630 shares; 2025Q3: 2,650 shares; 2025Q4: 2,731 shares; 2026Q1: 3,497 shares; 2026Q2: 28,057 shares 28,057 $3.27M 0.4% +24,560 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,152 shares; 2025Q2: 36,093 shares; 2025Q3: 36,360 shares; 2025Q4: 36,175 shares; 2026Q1: 51,923 shares; 2026Q2: 51,878 shares 51,878 $3.21M 0.4% -45 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,470 shares; 2024Q4: 4,285 shares; 2025Q1: 5,929 shares; 2025Q2: 5,913 shares; 2025Q3: 5,927 shares; 2025Q4: 8,146 shares; 2026Q1: 8,991 shares; 2026Q2: 8,652 shares 8,652 $3.17M 0.39% -339 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,370 shares; 2024Q4: 69,104 shares; 2025Q1: 36,946 shares; 2025Q2: 34,091 shares; 2025Q3: 41,354 shares; 2025Q4: 42,209 shares; 2026Q1: 40,526 shares; 2026Q2: 39,940 shares 39,940 $3.11M 0.38% -586 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,857 shares; 2024Q4: 209,682 shares; 2025Q1: 189,807 shares; 2025Q2: 53,170 shares; 2025Q3: 41,671 shares; 2025Q4: 41,487 shares; 2026Q1: 41,668 shares; 2026Q2: 123,281 shares 123,281 $3.03M 0.37% +81,613 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,655 shares; 2024Q4: 10,892 shares; 2025Q1: 11,299 shares; 2025Q2: 11,048 shares; 2025Q3: 11,025 shares; 2025Q4: 11,489 shares; 2026Q1: 12,043 shares; 2026Q2: 12,003 shares 12,003 $2.93M 0.36% -40 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,456 shares; 2024Q4: 5,488 shares; 2025Q1: 6,168 shares; 2025Q2: 7,182 shares; 2025Q3: 7,175 shares; 2025Q4: 7,999 shares; 2026Q1: 8,685 shares; 2026Q2: 34,603 shares 34,603 $2.8M 0.35% +25,918 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; 2024Q3: 34,374 shares; 2024Q4: 95,679 shares; 2025Q1: 91,263 shares; 2025Q2: 89,537 shares; 2025Q3: 82,294 shares; 2025Q4: 76,179 shares; 2026Q1: 75,699 shares; 2026Q2: 75,599 shares 75,599 $2.73M 0.34% -100 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,725 shares; 2024Q4: 9,710 shares; 2025Q1: 9,771 shares; 2025Q2: 9,726 shares; 2025Q3: 9,732 shares; 2025Q4: 9,946 shares; 2026Q1: 9,885 shares; 2026Q2: 9,747 shares 9,747 $2.72M 0.34% -138 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,846 shares; 2024Q4: 18,777 shares; 2025Q1: 18,418 shares; 2025Q2: 17,714 shares; 2025Q3: 18,219 shares; 2025Q4: 18,219 shares; 2026Q1: 18,478 shares; 2026Q2: 18,485 shares 18,485 $2.71M 0.34% +7 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,956 shares; 2024Q4: 6,515 shares; 2025Q1: 6,913 shares; 2025Q2: 7,306 shares; 2025Q3: 6,218 shares; 2025Q4: 6,542 shares; 2026Q1: 6,058 shares; 2026Q2: 6,363 shares 6,363 $2.67M 0.33% +305 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,856 shares; 2024Q4: 8,819 shares; 2025Q1: 8,030 shares; 2025Q2: 7,943 shares; 2025Q3: 7,905 shares; 2025Q4: 7,913 shares; 2026Q1: 8,332 shares; 2026Q2: 8,341 shares 8,341 $2.52M 0.31% +9 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,205 shares; 2024Q4: 56,712 shares; 2025Q1: 53,986 shares; 2025Q2: 50,696 shares; 2025Q3: 50,456 shares; 2025Q4: 44,692 shares; 2026Q1: 44,330 shares; 2026Q2: 43,694 shares 43,694 $2.49M 0.31% -636 Timeline AIP ARTERIS INC More: the full row for ARTERIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,152 shares; 2026Q2: 71,206 shares 71,206 $2.48M 0.31% +54 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,556 shares; 2024Q4: 91,091 shares; 2025Q1: 88,403 shares; 2025Q2: 87,863 shares; 2025Q3: 87,323 shares; 2025Q4: 87,339 shares; 2026Q1: 89,369 shares; 2026Q2: 87,596 shares 87,596 $2.44M 0.3% -1,773 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,929 shares; 2024Q4: 34,180 shares; 2025Q1: 28,944 shares; 2025Q2: 28,803 shares; 2025Q3: 28,822 shares; 2025Q4: 31,108 shares; 2026Q1: 30,499 shares; 2026Q2: 30,446 shares 30,446 $2.19M 0.27% -53 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,102 shares 1,102 $1.92M 0.24% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,842 shares; 2024Q4: 8,842 shares; 2025Q1: 8,844 shares; 2025Q2: 8,844 shares; 2025Q3: 8,844 shares; 2025Q4: 7,921 shares; 2026Q1: 7,681 shares; 2026Q2: 7,765 shares 7,765 $1.84M 0.23% +84 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,993 shares; 2024Q4: 4,993 shares; 2025Q1: 4,993 shares; 2025Q2: 4,993 shares; 2025Q3: 4,868 shares; 2025Q4: 4,868 shares; 2026Q1: 4,668 shares; 2026Q2: 4,668 shares 4,668 $1.82M 0.22% 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; 2024Q3: 11,488 shares; 2024Q4: 11,638 shares; 2025Q1: 11,066 shares; 2025Q2: 11,066 shares; 2025Q3: 11,066 shares; 2025Q4: 11,071 shares; 2026Q1: 10,358 shares; 2026Q2: 10,358 shares 10,358 $1.72M 0.21% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,529 shares; 2024Q4: 1,532 shares; 2025Q1: 1,536 shares; 2025Q2: 1,540 shares; 2025Q3: 1,447 shares; 2025Q4: 1,623 shares; 2026Q1: 1,642 shares; 2026Q2: 1,673 shares 1,673 $1.62M 0.2% +31 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,831 shares; 2024Q4: 2,871 shares; 2025Q1: 2,918 shares; 2025Q2: 2,920 shares; 2025Q3: 2,920 shares; 2025Q4: 2,939 shares; 2026Q1: 3,192 shares; 2026Q2: 2,979 shares 2,979 $1.59M 0.2% -213 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,612 shares 1,612 $1.59M 0.2% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,574 shares; 2024Q4: 2,574 shares; 2025Q1: 2,580 shares; 2025Q2: 2,580 shares; 2025Q3: 2,580 shares; 2025Q4: 2,883 shares; 2026Q1: 2,710 shares; 2026Q2: 2,979 shares 2,979 $1.51M 0.19% +269 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,260 shares; 2024Q4: 26,276 shares; 2025Q1: 28,057 shares; 2025Q2: 27,381 shares; 2025Q3: 20,048 shares; 2025Q4: 19,610 shares; 2026Q1: 20,284 shares; 2026Q2: 20,158 shares 20,158 $1.49M 0.18% -126 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,138 shares; 2024Q4: 7,090 shares; 2025Q1: 10,870 shares; 2025Q2: 10,581 shares; 2025Q3: 10,581 shares; 2025Q4: 10,581 shares; 2026Q1: 12,109 shares; 2026Q2: 10,577 shares 10,577 $1.41M 0.17% -1,532 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,180 shares; 2024Q4: 2,182 shares; 2025Q1: 2,125 shares; 2025Q2: 2,127 shares; 2025Q3: 2,129 shares; 2025Q4: 2,131 shares; 2026Q1: 2,152 shares; 2026Q2: 2,157 shares 2,157 $1.37M 0.17% +5 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,416 shares; 2024Q4: 6,416 shares; 2025Q1: 6,416 shares; 2025Q2: 6,416 shares; 2025Q3: 6,416 shares; 2025Q4: 6,416 shares; 2026Q1: 6,439 shares; 2026Q2: 6,439 shares 6,439 $1.34M 0.17% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,670 shares; 2024Q4: 3,670 shares; 2025Q1: 3,675 shares; 2025Q2: 3,675 shares; 2025Q3: 3,495 shares; 2025Q4: 3,505 shares; 2026Q1: 3,444 shares; 2026Q2: 3,729 shares 3,729 $1.33M 0.16% +285 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,590 shares; 2024Q4: 10,590 shares; 2025Q1: 10,590 shares; 2025Q2: 10,590 shares; 2025Q3: 10,590 shares; 2025Q4: 10,590 shares; 2026Q1: 10,817 shares; 2026Q2: 10,817 shares 10,817 $1.3M 0.16% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,897 shares; 2024Q4: 1,770 shares; 2025Q1: 1,769 shares; 2025Q2: 1,769 shares; 2025Q3: 1,691 shares; 2025Q4: 17,007 shares; 2026Q1: 18,335 shares; 2026Q2: 17,104 shares 17,104 $1.3M 0.16% -1,231 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,917 shares; 2024Q4: 4,046 shares; 2025Q1: 4,288 shares; 2025Q2: 4,246 shares; 2025Q3: 3,948 shares; 2025Q4: 4,121 shares; 2026Q1: 3,812 shares; 2026Q2: 3,769 shares 3,769 $1.27M 0.16% -43 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,487 shares; 2024Q4: 42,135 shares; 2025Q1: 31,241 shares; 2025Q2: 30,906 shares; 2025Q3: 29,863 shares; 2025Q4: 29,759 shares; 2026Q1: 29,602 shares; 2026Q2: 29,542 shares 29,542 $1.27M 0.16% -60 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,179 shares; 2024Q4: 20,063 shares; 2025Q1: 20,034 shares; 2025Q2: 19,830 shares; 2025Q3: 19,753 shares; 2025Q4: 19,755 shares; 2026Q1: 19,713 shares; 2026Q2: 19,715 shares 19,715 $1.22M 0.15% +2 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,965 shares; 2024Q4: 7,694 shares; 2025Q1: 5,770 shares; 2025Q2: 5,715 shares; 2025Q3: 5,475 shares; 2025Q4: 5,471 shares; 2026Q1: 5,471 shares; 2026Q2: 5,471 shares 5,471 $1.21M 0.15% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,646 shares; 2024Q4: 25,646 shares; 2025Q1: 25,646 shares; 2025Q2: 25,646 shares; 2025Q3: 25,646 shares; 2025Q4: 25,646 shares; 2026Q1: 25,646 shares; 2026Q2: 25,646 shares 25,646 $1.14M 0.14% 0 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,850 shares 9,850 $1.14M 0.14% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,717 shares; 2024Q4: 14,161 shares; 2025Q1: 12,329 shares; 2025Q2: 13,021 shares; 2025Q3: 11,077 shares; 2025Q4: 10,286 shares; 2026Q1: 8,244 shares; 2026Q2: 8,549 shares 8,549 $1.04M 0.13% +305 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,017 shares; 2024Q4: 7,038 shares; 2025Q1: 7,049 shares; 2025Q2: 7,048 shares; 2025Q3: 6,652 shares; 2025Q4: 6,194 shares; 2026Q1: 6,204 shares; 2026Q2: 6,855 shares 6,855 $1.02M 0.13% +651 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,503 shares; 2024Q4: 8,503 shares; 2025Q1: 8,503 shares; 2025Q2: 8,503 shares; 2025Q3: 8,503 shares; 2025Q4: 8,503 shares; 2026Q1: 8,505 shares; 2026Q2: 8,505 shares 8,505 $981K 0.12% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,410 shares; 2024Q4: 3,419 shares; 2025Q1: 3,423 shares; 2025Q2: 3,433 shares; 2025Q3: 3,441 shares; 2025Q4: 4,005 shares; 2026Q1: 3,818 shares; 2026Q2: 3,760 shares 3,760 $958K 0.12% -58 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 655 shares; 2024Q4: 655 shares; 2025Q1: 655 shares; 2025Q2: 567 shares; 2025Q3: 375 shares; 2025Q4: 431 shares; 2026Q1: 447 shares; 2026Q2: 4,012 shares 4,012 $936K 0.12% +3,565 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,321 shares; 2024Q4: 6,321 shares; 2025Q1: 8,888 shares; 2025Q2: 6,321 shares; 2025Q3: 6,321 shares; 2025Q4: 6,729 shares; 2026Q1: 6,697 shares; 2026Q2: 6,697 shares 6,697 $918K 0.11% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,286 shares; 2024Q4: 6,564 shares; 2025Q1: 6,660 shares; 2025Q2: 8,933 shares; 2025Q3: 8,932 shares; 2025Q4: 14,961 shares; 2026Q1: 15,022 shares; 2026Q2: 14,927 shares 14,927 $897K 0.11% -95 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,803 shares; 2024Q4: 44,986 shares; 2025Q1: 70,407 shares; 2025Q2: 64,119 shares; 2025Q3: 61,111 shares; 2025Q4: 56,670 shares; 2026Q1: 54,058 shares; 2026Q2: 37,533 shares 37,533 $866K 0.11% -16,525 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,690 shares; 2024Q4: 14,037 shares; 2025Q1: 21,577 shares; 2025Q2: 14,395 shares; 2025Q3: 15,932 shares; 2025Q4: 23,748 shares; 2026Q1: 19,915 shares; 2026Q2: 9,837 shares 9,837 $841K 0.1% -10,078 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,635 shares 34,635 $816K 0.1% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 650 shares; 2025Q4: 1,719 shares; 2026Q1: 1,576 shares; 2026Q2: 2,155 shares 2,155 $806K 0.1% +579 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,181 shares; 2024Q4: 100,566 shares; 2025Q1: 115,623 shares; 2025Q2: 118,472 shares; 2025Q3: 28,444 shares; 2025Q4: 21,710 shares; 2026Q1: 15,978 shares; 2026Q2: 14,232 shares 14,232 $788K 0.1% -1,746 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $730K 0.09% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,393 shares; 2024Q4: 8,393 shares; 2025Q1: 8,394 shares; 2025Q2: 8,394 shares; 2025Q3: 8,294 shares; 2025Q4: 8,196 shares; 2026Q1: 6,996 shares; 2026Q2: 6,375 shares 6,375 $727K 0.09% -621 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 598 shares; 2024Q4: 598 shares; 2025Q1: 641 shares; 2025Q2: 743 shares; 2025Q3: 742 shares; 2025Q4: 780 shares; 2026Q1: 864 shares; 2026Q2: 755 shares 755 $718K 0.09% -109 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,620 shares; 2024Q4: 3,110 shares; 2025Q1: 3,175 shares; 2025Q2: 2,400 shares; 2025Q3: 1,694 shares; 2025Q4: 1,815 shares; 2026Q1: 1,709 shares; 2026Q2: 1,594 shares 1,594 $705K 0.09% -115 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,609 shares; 2024Q4: 2,616 shares; 2025Q1: 2,591 shares; 2025Q2: 2,262 shares; 2025Q3: 1,887 shares; 2025Q4: 1,639 shares; 2026Q1: 1,640 shares; 2026Q2: 1,643 shares 1,643 $704K 0.09% +3 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,261 shares; 2024Q4: 17,663 shares; 2025Q1: 12,750 shares; 2025Q2: 12,555 shares; 2025Q3: 12,503 shares; 2025Q4: 12,505 shares; 2026Q1: 12,487 shares; 2026Q2: 12,489 shares 12,489 $687K 0.08% +2 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,735 shares; 2024Q4: 5,187 shares; 2025Q1: 4,765 shares; 2025Q2: 5,066 shares; 2025Q3: 5,063 shares; 2025Q4: 6,245 shares; 2026Q1: 6,878 shares; 2026Q2: 6,201 shares 6,201 $686K 0.08% -677 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,506 shares; 2025Q3: 2,158 shares; 2025Q4: 2,656 shares; 2026Q1: 2,050 shares; 2026Q2: 1,954 shares 1,954 $684K 0.08% -96 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,105 shares; 2024Q4: 2,056 shares; 2025Q1: 2,028 shares; 2025Q2: 2,232 shares; 2025Q3: 2,117 shares; 2025Q4: 2,440 shares; 2026Q1: 2,267 shares; 2026Q2: 2,244 shares 2,244 $672K 0.08% -23 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,758 shares; 2024Q4: 2,825 shares; 2025Q1: 2,683 shares; 2025Q2: 2,153 shares; 2025Q3: 1,984 shares; 2025Q4: 1,915 shares; 2026Q1: 1,890 shares; 2026Q2: 1,856 shares 1,856 $651K 0.08% -34 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,968 shares; 2025Q2: 2,968 shares; 2025Q3: 2,968 shares; 2025Q4: 3,063 shares; 2026Q1: 3,245 shares; 2026Q2: 3,717 shares 3,717 $644K 0.08% +472 Timeline RPG 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; 2024Q3: 19,824 shares; 2024Q4: 18,101 shares; 2025Q1: 17,573 shares; 2025Q2: 31,521 shares; 2025Q3: 10,632 shares; 2025Q4: 10,632 shares; 2026Q1: 10,619 shares; 2026Q2: 10,619 shares 10,619 $642K 0.08% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,408 shares; 2026Q1: 2,407 shares; 2026Q2: 2,385 shares 2,385 $636K 0.08% -22 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,079 shares; 2024Q4: 3,977 shares; 2025Q1: 3,927 shares; 2025Q2: 3,916 shares; 2025Q3: 3,906 shares; 2025Q4: 4,730 shares; 2026Q1: 4,877 shares; 2026Q2: 4,984 shares 4,984 $632K 0.08% +107 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,720 shares; 2024Q4: 9,472 shares; 2025Q1: 9,472 shares; 2025Q2: 9,872 shares; 2025Q3: 9,972 shares; 2025Q4: 11,032 shares; 2026Q1: 10,288 shares; 2026Q2: 10,375 shares 10,375 $621K 0.08% +87 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,711 shares; 2024Q4: 2,540 shares; 2025Q1: 2,540 shares; 2025Q2: 2,112 shares; 2025Q3: 1,717 shares; 2025Q4: 2,441 shares; 2026Q1: 2,432 shares; 2026Q2: 2,394 shares 2,394 $621K 0.08% -38 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,857 shares; 2024Q4: 2,549 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,167 shares; 2025Q4: 2,167 shares; 2026Q1: 2,356 shares; 2026Q2: 1,629 shares 1,629 $612K 0.08% -727 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,912 shares; 2024Q4: 6,382 shares; 2025Q1: 7,713 shares; 2025Q2: 7,842 shares; 2025Q3: 7,572 shares; 2025Q4: 8,254 shares; 2026Q1: 8,741 shares; 2026Q2: 8,505 shares 8,505 $611K 0.08% -236 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,935 shares; 2024Q4: 6,935 shares; 2025Q1: 6,935 shares; 2025Q2: 6,935 shares; 2025Q3: 6,935 shares; 2025Q4: 6,935 shares; 2026Q1: 6,935 shares; 2026Q2: 6,935 shares 6,935 $610K 0.08% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,225 shares; 2024Q4: 3,895 shares; 2025Q1: 4,799 shares; 2025Q2: 2,869 shares; 2025Q3: 2,891 shares; 2025Q4: 2,956 shares; 2026Q1: 3,248 shares; 2026Q2: 3,606 shares 3,606 $606K 0.07% +358 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,582 shares; 2024Q4: 9,467 shares; 2025Q1: 9,467 shares; 2025Q2: 8,924 shares; 2025Q3: 8,924 shares; 2025Q4: 8,904 shares; 2026Q1: 8,904 shares; 2026Q2: 8,904 shares 8,904 $605K 0.07% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,588 shares; 2025Q1: 2,591 shares; 2025Q2: 2,591 shares; 2025Q3: 2,591 shares; 2025Q4: 2,760 shares; 2026Q1: 2,795 shares; 2026Q2: 2,869 shares 2,869 $600K 0.07% +74 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,836 shares; 2024Q4: 1,903 shares; 2025Q1: 2,086 shares; 2025Q2: 4,053 shares; 2025Q3: 4,044 shares; 2025Q4: 4,061 shares; 2026Q1: 4,556 shares; 2026Q2: 4,132 shares 4,132 $594K 0.07% -424 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,667 shares; 2025Q1: 6,413 shares; 2025Q2: 5,877 shares; 2025Q3: 5,502 shares; 2025Q4: 5,645 shares; 2026Q1: 6,689 shares; 2026Q2: 6,155 shares 6,155 $588K 0.07% -534 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,962 shares; 2024Q4: 13,778 shares; 2025Q1: 16,319 shares; 2025Q2: 15,531 shares; 2025Q3: 11,244 shares; 2025Q4: 10,025 shares; 2026Q1: 8,130 shares; 2026Q2: 7,879 shares 7,879 $569K 0.07% -251 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,648 shares; 2024Q4: 2,648 shares; 2025Q1: 2,648 shares; 2025Q2: 2,648 shares; 2025Q3: 2,648 shares; 2025Q4: 2,648 shares; 2026Q1: 2,550 shares; 2026Q2: 2,550 shares 2,550 $569K 0.07% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,114 shares; 2026Q1: 2,114 shares; 2026Q2: 5,050 shares 5,050 $565K 0.07% +2,936 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 839 shares; 2025Q4: 939 shares; 2026Q1: 1,162 shares; 2026Q2: 1,231 shares 1,231 $556K 0.07% +69 Timeline LIF LIFE360 INC More: the full row for LIFE360 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,393 shares; 2025Q1: 9,393 shares; 2025Q2: 9,393 shares; 2025Q3: 9,393 shares; 2025Q4: 9,393 shares; 2026Q1: 9,393 shares; 2026Q2: 9,393 shares 9,393 $533K 0.07% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,022 shares; 2024Q4: 12,617 shares; 2025Q1: 6,103 shares; 2025Q2: 6,233 shares; 2025Q3: 6,034 shares; 2025Q4: 6,044 shares; 2026Q1: 5,999 shares; 2026Q2: 4,841 shares 4,841 $506K 0.06% -1,158 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,866 shares; 2026Q2: 10,920 shares 10,920 $487K 0.06% +1,054 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,016 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,028 shares; 2025Q3: not reported; 2025Q4: 1,510 shares; 2026Q1: 1,514 shares; 2026Q2: 1,588 shares 1,588 $482K 0.06% +74 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 239 shares; 2026Q1: 267 shares; 2026Q2: 267 shares 267 $479K 0.06% 0 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,555 shares; 2024Q4: 5,555 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares; 2026Q1: 7,428 shares; 2026Q2: 12,094 shares 12,094 $474K 0.06% +4,666 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 847 shares 847 $468K 0.06% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 743 shares; 2024Q4: 743 shares; 2025Q1: 743 shares; 2025Q2: 743 shares; 2025Q3: 743 shares; 2025Q4: 743 shares; 2026Q1: 752 shares; 2026Q2: 829 shares 829 $454K 0.06% +77 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,496 shares; 2024Q4: 3,521 shares; 2025Q1: 5,210 shares; 2025Q2: 4,164 shares; 2025Q3: 4,164 shares; 2025Q4: 4,488 shares; 2026Q1: 5,046 shares; 2026Q2: 4,419 shares 4,419 $445K 0.05% -627 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,639 shares; 2024Q4: 4,615 shares; 2025Q1: 4,358 shares; 2025Q2: 6,688 shares; 2025Q3: 3,863 shares; 2025Q4: 3,855 shares; 2026Q1: 3,853 shares; 2026Q2: 3,738 shares 3,738 $413K 0.05% -115 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,199 shares; 2024Q4: 2,199 shares; 2025Q1: 21,668 shares; 2025Q2: 20,966 shares; 2025Q3: 20,966 shares; 2025Q4: 21,361 shares; 2026Q1: 17,861 shares; 2026Q2: 2,962 shares 2,962 $404K 0.05% -14,899 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,345 shares 15,345 $404K 0.05% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,392 shares; 2025Q2: 4,458 shares; 2025Q3: 4,682 shares; 2025Q4: 5,162 shares; 2026Q1: 5,203 shares; 2026Q2: 3,015 shares 3,015 $400K 0.05% -2,188 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,865 shares; 2025Q2: 2,911 shares; 2025Q3: 3,503 shares; 2025Q4: 4,038 shares; 2026Q1: 3,988 shares; 2026Q2: 3,815 shares 3,815 $387K 0.05% -173 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,335 shares; 2025Q3: 6,550 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares; 2026Q2: 5,085 shares 5,085 $384K 0.05% -415 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 968 shares; 2026Q2: 1,348 shares 1,348 $380K 0.05% +380 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,841 shares; 2024Q4: 2,841 shares; 2025Q1: 2,915 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,968 shares; 2026Q1: 3,969 shares; 2026Q2: 3,969 shares 3,969 $371K 0.05% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 302 shares; 2026Q2: 316 shares 316 $364K 0.04% +14 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 824 shares; 2024Q4: 824 shares; 2025Q1: 861 shares; 2025Q2: 829 shares; 2025Q3: 854 shares; 2025Q4: 1,033 shares; 2026Q1: 1,017 shares; 2026Q2: 964 shares 964 $353K 0.04% -53 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 749 shares; 2025Q4: 749 shares; 2026Q1: 959 shares; 2026Q2: 932 shares 932 $353K 0.04% -27 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,371 shares; 2026Q1: 2,264 shares; 2026Q2: 2,521 shares 2,521 $343K 0.04% +257 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,587 shares; 2026Q1: 1,586 shares; 2026Q2: 1,669 shares 1,669 $336K 0.04% +83 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 792 shares; 2024Q4: 792 shares; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 786 shares; 2025Q4: 796 shares; 2026Q1: 768 shares; 2026Q2: 805 shares 805 $333K 0.04% +37 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 762 shares 762 $330K 0.04% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,600 shares; 2025Q4: 2,808 shares; 2026Q1: 2,600 shares; 2026Q2: 2,649 shares 2,649 $327K 0.04% +49 Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,170 shares 15,170 $325K 0.04% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,223 shares; 2024Q4: 3,223 shares; 2025Q1: 3,223 shares; 2025Q2: 3,223 shares; 2025Q3: 3,223 shares; 2025Q4: 4,024 shares; 2026Q1: 3,786 shares; 2026Q2: 3,714 shares 3,714 $325K 0.04% -72 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; 2024Q3: 1,124 shares; 2024Q4: 1,124 shares; 2025Q1: 1,124 shares; 2025Q2: 1,124 shares; 2025Q3: 1,124 shares; 2025Q4: 1,219 shares; 2026Q1: 1,168 shares; 2026Q2: 1,309 shares 1,309 $322K 0.04% +141 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 473 shares; 2024Q4: 490 shares; 2025Q1: 575 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 691 shares; 2026Q1: not reported; 2026Q2: 770 shares 770 $322K 0.04% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,001 shares; 2025Q1: 2,003 shares; 2025Q2: 2,003 shares; 2025Q3: 2,004 shares; 2025Q4: 2,131 shares; 2026Q1: 2,007 shares; 2026Q2: 2,019 shares 2,019 $321K 0.04% +12 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,199 shares; 2025Q3: not reported; 2025Q4: 1,589 shares; 2026Q1: 1,592 shares; 2026Q2: 1,738 shares 1,738 $321K 0.04% +146 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,670 shares; 2026Q2: 3,822 shares 3,822 $320K 0.04% +152 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,620 shares; 2024Q4: 1,965 shares; 2025Q1: 1,965 shares; 2025Q2: 1,965 shares; 2025Q3: 1,965 shares; 2025Q4: 1,965 shares; 2026Q1: 1,029 shares; 2026Q2: 1,015 shares 1,015 $317K 0.04% -14 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,622 shares; 2024Q4: 1,620 shares; 2025Q1: 1,741 shares; 2025Q2: 1,751 shares; 2025Q3: 1,380 shares; 2025Q4: 1,411 shares; 2026Q1: 1,394 shares; 2026Q2: 1,332 shares 1,332 $312K 0.04% -62 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,811 shares 13,811 $312K 0.04% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,821 shares; 2024Q4: 5,543 shares; 2025Q1: 4,851 shares; 2025Q2: 4,444 shares; 2025Q3: 4,170 shares; 2025Q4: 3,566 shares; 2026Q1: 3,348 shares; 2026Q2: 3,203 shares 3,203 $311K 0.04% -145 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,258 shares; 2024Q4: 975 shares; 2025Q1: 942 shares; 2025Q2: 924 shares; 2025Q3: 849 shares; 2025Q4: 867 shares; 2026Q1: 845 shares; 2026Q2: 826 shares 826 $307K 0.04% -19 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,448 shares 3,448 $305K 0.04% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,776 shares; 2025Q3: 4,776 shares; 2025Q4: 4,776 shares; 2026Q1: 5,197 shares; 2026Q2: 4,924 shares 4,924 $303K 0.04% -273 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,619 shares; 2025Q4: 1,619 shares; 2026Q1: 1,710 shares; 2026Q2: 1,710 shares 1,710 $301K 0.04% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,300 shares; 2025Q2: 8,894 shares; 2025Q3: 8,895 shares; 2025Q4: 8,306 shares; 2026Q1: 7,132 shares; 2026Q2: 6,371 shares 6,371 $298K 0.04% -761 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,066 shares 1,066 $296K 0.04% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,433 shares; 2024Q4: 4,160 shares; 2025Q1: 4,307 shares; 2025Q2: 2,737 shares; 2025Q3: 2,805 shares; 2025Q4: 3,268 shares; 2026Q1: 3,384 shares; 2026Q2: 3,376 shares 3,376 $295K 0.04% -8 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,476 shares; 2026Q2: 1,498 shares 1,498 $292K 0.04% +22 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,742 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,732 shares; 2025Q3: 7,732 shares; 2025Q4: 7,732 shares; 2026Q1: 7,732 shares; 2026Q2: 7,732 shares 7,732 $288K 0.04% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,709 shares; 2024Q4: 4,657 shares; 2025Q1: 4,520 shares; 2025Q2: 4,357 shares; 2025Q3: 4,173 shares; 2025Q4: 3,480 shares; 2026Q1: 3,480 shares; 2026Q2: 3,480 shares 3,480 $287K 0.04% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,388 shares; 2025Q3: 9,388 shares; 2025Q4: 9,377 shares; 2026Q1: 14,821 shares; 2026Q2: 9,506 shares 9,506 $282K 0.03% -5,315 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,514 shares; 2026Q1: 4,864 shares; 2026Q2: 4,864 shares 4,864 $274K 0.03% 0 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 342 shares 342 $273K 0.03% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,706 shares; 2024Q4: 1,581 shares; 2025Q1: 1,591 shares; 2025Q2: 1,590 shares; 2025Q3: 1,590 shares; 2025Q4: 1,712 shares; 2026Q1: 2,148 shares; 2026Q2: 1,897 shares 1,897 $272K 0.03% -251 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 587 shares; 2024Q4: 587 shares; 2025Q1: 587 shares; 2025Q2: 573 shares; 2025Q3: 573 shares; 2025Q4: 613 shares; 2026Q1: 621 shares; 2026Q2: 607 shares 607 $271K 0.03% -14 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,402 shares 1,402 $263K 0.03% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 796 shares; 2024Q4: 796 shares; 2025Q1: 800 shares; 2025Q2: 801 shares; 2025Q3: 801 shares; 2025Q4: 802 shares; 2026Q1: 804 shares; 2026Q2: 807 shares 807 $262K 0.03% +3 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 847 shares; 2026Q1: 871 shares; 2026Q2: 871 shares 871 $260K 0.03% 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; 2024Q3: 1,977 shares; 2024Q4: 1,977 shares; 2025Q1: 1,981 shares; 2025Q2: 1,981 shares; 2025Q3: not reported; 2025Q4: 2,253 shares; 2026Q1: 2,253 shares; 2026Q2: 2,095 shares 2,095 $252K 0.03% -158 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,991 shares 1,991 $251K 0.03% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,311 shares 5,311 $250K 0.03% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,025 shares; 2024Q4: 5,988 shares; 2025Q1: 5,397 shares; 2025Q2: 5,080 shares; 2025Q3: 4,646 shares; 2025Q4: 3,499 shares; 2026Q1: 3,149 shares; 2026Q2: 3,143 shares 3,143 $248K 0.03% -6 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,381 shares; 2026Q1: 1,925 shares; 2026Q2: 2,163 shares 2,163 $246K 0.03% +238 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,687 shares 5,687 $245K 0.03% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,770 shares; 2026Q2: 5,796 shares 5,796 $244K 0.03% +26 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 979 shares 979 $243K 0.03% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,115 shares; 2025Q2: not reported; 2025Q3: 2,114 shares; 2025Q4: 2,114 shares; 2026Q1: 2,558 shares; 2026Q2: 2,244 shares 2,244 $241K 0.03% -314 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,549 shares; 2026Q1: 13,916 shares; 2026Q2: 7,627 shares 7,627 $239K 0.03% -6,289 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,308 shares; 2024Q4: 2,308 shares; 2025Q1: 2,357 shares; 2025Q2: 1,913 shares; 2025Q3: not reported; 2025Q4: 1,948 shares; 2026Q1: 2,562 shares; 2026Q2: 2,448 shares 2,448 $238K 0.03% -114 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,183 shares; 2026Q1: 1,065 shares; 2026Q2: 1,160 shares 1,160 $238K 0.03% +95 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,710 shares; 2025Q4: 4,463 shares; 2026Q1: not reported; 2026Q2: 6,486 shares 6,486 $234K 0.03% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,725 shares 4,725 $233K 0.03% new Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,211 shares; 2026Q2: 4,211 shares 4,211 $232K 0.03% 0 Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,200 shares; 2024Q4: 4,200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,276 shares 4,276 $230K 0.03% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 631 shares; 2025Q3: 631 shares; 2025Q4: 808 shares; 2026Q1: not reported; 2026Q2: 644 shares 644 $229K 0.03% new Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,949 shares; 2024Q4: 6,355 shares; 2025Q1: 4,502 shares; 2025Q2: 4,030 shares; 2025Q3: 3,494 shares; 2025Q4: 3,483 shares; 2026Q1: 3,472 shares; 2026Q2: 3,348 shares 3,348 $224K 0.03% -124 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,989 shares; 2024Q4: 4,781 shares; 2025Q1: 3,905 shares; 2025Q2: 2,571 shares; 2025Q3: 2,571 shares; 2025Q4: 2,563 shares; 2026Q1: 2,502 shares; 2026Q2: 2,323 shares 2,323 $224K 0.03% -179 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,275 shares; 2026Q1: not reported; 2026Q2: 1,006 shares 1,006 $223K 0.03% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 368 shares 368 $222K 0.03% new Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,796 shares; 2024Q4: 16,278 shares; 2025Q1: 10,849 shares; 2025Q2: 10,861 shares; 2025Q3: 10,472 shares; 2025Q4: 10,491 shares; 2026Q1: 10,444 shares; 2026Q2: 8,858 shares 8,858 $221K 0.03% -1,586 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,262 shares 2,262 $220K 0.03% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 407 shares 407 $220K 0.03% new Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,954 shares; 2024Q4: 7,537 shares; 2025Q1: 6,634 shares; 2025Q2: 5,214 shares; 2025Q3: 5,012 shares; 2025Q4: 4,841 shares; 2026Q1: 4,171 shares; 2026Q2: 4,496 shares 4,496 $216K 0.03% +325 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,900 shares 5,900 $216K 0.03% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,409 shares; 2024Q4: 8,409 shares; 2025Q1: 8,227 shares; 2025Q2: 4,603 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,587 shares 2,587 $215K 0.03% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,299 shares 1,299 $214K 0.03% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,050 shares; 2024Q4: 5,140 shares; 2025Q1: 5,163 shares; 2025Q2: 5,163 shares; 2025Q3: 5,130 shares; 2025Q4: 5,125 shares; 2026Q1: 5,125 shares; 2026Q2: 4,305 shares 4,305 $213K 0.03% -820 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 311 shares 311 $211K 0.03% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,084 shares 4,084 $206K 0.03% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,032 shares 1,032 $206K 0.03% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 495 shares 495 $204K 0.03% new Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,114 shares 11,114 $95.7K 0.01% new Timeline ESPR ESPERION THERAPEUTICS INC NE More: the full row for ESPERION THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $31.5K <0.01% 0 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,629 shares; 2026Q2: 12,392 shares 12,392 $22.8K <0.01% -1,237 Timeline RNXT RENOVORX INC More: the full row for RENOVORX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,279 shares; 2024Q4: 13,279 shares; 2025Q1: 13,279 shares; 2025Q2: 13,279 shares; 2025Q3: 13,279 shares; 2025Q4: 13,279 shares; 2026Q1: 13,279 shares; 2026Q2: 13,279 shares 13,279 $12.6K <0.01% 0 Timeline