IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 103,022 shares 103,022 $80.6M 9.41% -5,090 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: 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; 2026Q3: 824,903 shares 824,903 $75.9M 8.87% -16,519 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,616,979 shares 1,616,979 $71.4M 8.34% +181,014 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: 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; 2026Q3: 301,015 shares 301,015 $66.4M 7.76% -4,440 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: 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; 2026Q3: 185,302 shares 185,302 $62.4M 7.29% -8,473 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: 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; 2026Q3: 411,105 shares 411,105 $33.5M 3.91% -5,942 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 391,961 shares 391,961 $30.6M 3.58% -50,442 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 231,449 shares 231,449 $27.8M 3.25% +54,334 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: 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; 2026Q3: 143,873 shares 143,873 $24.5M 2.87% -2,733 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 236,566 shares 236,566 $23.8M 2.78% +58,610 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: 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; 2026Q3: 116,541 shares 116,541 $23.2M 2.71% -3,432 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: 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; 2026Q3: 141,761 shares 141,761 $17.8M 2.08% -1,136 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 292,335 shares 292,335 $15.8M 1.85% -877 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 21,424 shares 21,424 $15.3M 1.79% +6,345 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: 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; 2026Q3: 166,350 shares 166,350 $12.2M 1.43% +3,971 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: 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; 2026Q3: 232,869 shares 232,869 $10.5M 1.23% +33,657 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; 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; 2026Q3: 283,116 shares 283,116 $10.4M 1.22% -5,057 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; 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; 2026Q3: 465,237 shares 465,237 $10.3M 1.2% +95,487 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: 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; 2026Q3: 42,728 shares 42,728 $9.8M 1.14% +17,958 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 99,716 shares 99,716 $9.19M 1.07% -56,864 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,544 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; 2026Q3: 15,513 shares 15,513 $8.3M 0.97% +1,051 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: 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; 2026Q3: 75,900 shares 75,900 $7.33M 0.86% -1,515 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: 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; 2026Q3: 18,163 shares 18,163 $7.07M 0.83% -3,364 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: 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; 2026Q3: 45,701 shares 45,701 $5.85M 0.68% -231 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: 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; 2026Q3: 8,014 shares 8,014 $5.76M 0.67% +934 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 112,250 shares 112,250 $5.26M 0.61% -2,300 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: 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; 2026Q3: 4,414 shares 4,414 $5.21M 0.61% -70 Timeline EUSA 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: 9,850 shares; 2026Q3: 43,039 shares 43,039 $4.92M 0.57% +33,189 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: 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; 2026Q3: 136,222 shares 136,222 $4.62M 0.54% -2,724 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: 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; 2026Q3: 5,794 shares 5,794 $4.35M 0.51% -122 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: 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; 2026Q3: 32,794 shares 32,794 $4.2M 0.49% +4,737 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: 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; 2026Q3: 15,858 shares 15,858 $4.02M 0.47% -391 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; 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; 2026Q3: 180,526 shares 180,526 $4.02M 0.47% +57,245 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: 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; 2026Q3: 10,862 shares 10,862 $3.78M 0.44% -194 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,110 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; 2026Q3: 7,408 shares 7,408 $3.78M 0.44% +5,814 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: 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; 2026Q3: 13,753 shares 13,753 $3.61M 0.42% +1,750 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: 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; 2026Q3: 25,409 shares 25,409 $3.51M 0.41% -744 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: 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; 2026Q3: 9,769 shares 9,769 $3.44M 0.4% +1,117 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: 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; 2026Q3: 4,404 shares 4,404 $3.43M 0.4% -61 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: 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; 2026Q3: 54,344 shares 54,344 $3.39M 0.4% +2,466 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: 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; 2026Q3: 34,192 shares 34,192 $3.39M 0.4% -821 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: 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; 2026Q3: 4,213 shares 4,213 $3.3M 0.39% -91 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: 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; 2026Q3: 37,393 shares 37,393 $2.86M 0.33% -2,547 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: 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; 2026Q3: 34,942 shares 34,942 $2.84M 0.33% +339 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: 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; 2026Q3: 7,360 shares 7,360 $2.82M 0.33% +997 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: 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; 2026Q3: 18,871 shares 18,871 $2.6M 0.3% +386 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: 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; 2026Q3: 73,280 shares 73,280 $2.54M 0.3% -2,319 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: 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; 2026Q3: 8,274 shares 8,274 $2.4M 0.28% -67 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: 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; 2026Q3: 87,463 shares 87,463 $2.39M 0.28% -133 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: 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; 2026Q3: 9,860 shares 9,860 $2.32M 0.27% +113 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: 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; 2026Q3: 43,316 shares 43,316 $2.32M 0.27% -378 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: 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; 2026Q3: 5,741 shares 5,741 $2.21M 0.26% +2,012 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: 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; 2026Q3: 30,435 shares 30,435 $2.14M 0.25% -11 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 7,868 shares 7,868 $1.96M 0.23% +103 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: 2,871 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; 2026Q3: 2,977 shares 2,977 $1.75M 0.2% -2 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: 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; 2026Q3: 9,998 shares 9,998 $1.65M 0.19% -360 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,568 shares 4,568 $1.63M 0.19% -100 Timeline AIP ARTERIS INC More: the full row for ARTERIS 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: 71,152 shares; 2026Q2: 71,206 shares; 2026Q3: 71,152 shares 71,152 $1.6M 0.19% -54 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 847 shares; 2026Q3: 2,587 shares 2,587 $1.57M 0.18% +1,740 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: 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; 2026Q3: 2,966 shares 2,966 $1.53M 0.18% -13 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,581 shares 10,581 $1.47M 0.17% +4 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 19,883 shares 19,883 $1.4M 0.16% -275 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: 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; 2026Q3: 63,693 shares 63,693 $1.4M 0.16% +26,160 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: 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; 2026Q3: 4,154 shares 4,154 $1.38M 0.16% +385 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: 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; 2026Q3: 2,215 shares 2,215 $1.38M 0.16% +58 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 17,125 shares 17,125 $1.34M 0.16% +7,288 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; 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; 2026Q3: 19,712 shares 19,712 $1.26M 0.15% -3 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: 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; 2026Q3: 1,566 shares 1,566 $1.25M 0.15% -107 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; 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; 2026Q3: 10,817 shares 10,817 $1.25M 0.15% 0 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 29,405 shares 29,405 $1.24M 0.15% -137 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; 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; 2026Q3: 6,439 shares 6,439 $1.24M 0.14% 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; 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; 2026Q3: 20,471 shares 20,471 $1.22M 0.14% +5,544 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: 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; 2026Q3: 25,646 shares 25,646 $1.16M 0.14% 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; 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; 2026Q3: 4,168 shares 4,168 $1.15M 0.13% +408 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: 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; 2026Q3: 16,257 shares 16,257 $1.14M 0.13% -847 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,612 shares; 2026Q3: 1,105 shares 1,105 $1.14M 0.13% -507 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,332 shares 5,332 $1.12M 0.13% -139 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: 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; 2026Q3: 7,066 shares 7,066 $1.07M 0.12% +211 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: 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; 2026Q3: 6,697 shares 6,697 $973K 0.11% 0 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; 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; 2026Q3: 8,505 shares 8,505 $929K 0.11% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 839 shares; 2025Q4: 939 shares; 2026Q1: 1,162 shares; 2026Q2: 1,231 shares; 2026Q3: 2,028 shares 2,028 $919K 0.11% +797 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 650 shares; 2025Q4: 1,719 shares; 2026Q1: 1,576 shares; 2026Q2: 2,155 shares; 2026Q3: 2,440 shares 2,440 $882K 0.1% +285 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: 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; 2026Q3: 5,884 shares 5,884 $857K 0.1% +900 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 655 shares; 2025Q1: 655 shares; 2025Q2: 567 shares; 2025Q3: 375 shares; 2025Q4: 431 shares; 2026Q1: 447 shares; 2026Q2: 4,012 shares; 2026Q3: 4,266 shares 4,266 $834K 0.1% +254 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: 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; 2026Q3: 7,014 shares 7,014 $830K 0.1% +639 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,859 shares 2,859 $828K 0.1% -10 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,770 shares 3,770 $817K 0.1% +53 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: 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; 2026Q3: 7,591 shares 7,591 $795K 0.09% -958 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: 4,392 shares; 2025Q2: 4,458 shares; 2025Q3: 4,682 shares; 2025Q4: 5,162 shares; 2026Q1: 5,203 shares; 2026Q2: 3,015 shares; 2026Q3: 3,700 shares 3,700 $773K 0.09% +685 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,084 shares; 2026Q3: 16,133 shares 16,133 $763K 0.09% +12,049 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: 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; 2026Q3: 6,809 shares 6,809 $758K 0.09% +608 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: 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; 2026Q3: 3,471 shares 3,471 $736K 0.09% -135 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: 598 shares; 2025Q1: 641 shares; 2025Q2: 743 shares; 2025Q3: 742 shares; 2025Q4: 780 shares; 2026Q1: 864 shares; 2026Q2: 755 shares; 2026Q3: 769 shares 769 $729K 0.09% +14 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: 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; 2026Q3: 1,637 shares 1,637 $722K 0.08% -6 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: 2,506 shares; 2025Q3: 2,158 shares; 2025Q4: 2,656 shares; 2026Q1: 2,050 shares; 2026Q2: 1,954 shares; 2026Q3: 2,263 shares 2,263 $722K 0.08% +309 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: 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; 2026Q3: 10,062 shares 10,062 $721K 0.08% +1,557 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,600 shares 8,600 $714K 0.08% new 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: 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; 2026Q3: 2,704 shares 2,704 $707K 0.08% +310 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; 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; 2026Q3: 6,000 shares 6,000 $707K 0.08% 0 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; 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; 2026Q3: 12,354 shares 12,354 $678K 0.08% -1,878 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,114 shares; 2026Q1: 2,114 shares; 2026Q2: 5,050 shares; 2026Q3: 6,345 shares 6,345 $673K 0.08% +1,295 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; 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; 2026Q3: 7,036 shares 7,036 $666K 0.08% +881 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,635 shares; 2026Q3: 31,185 shares 31,185 $665K 0.08% -3,450 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,408 shares; 2026Q1: 2,407 shares; 2026Q2: 2,385 shares; 2026Q3: 2,399 shares 2,399 $658K 0.08% +14 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: 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; 2026Q3: 12,094 shares 12,094 $657K 0.08% +1,719 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: 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; 2026Q3: 12,390 shares 12,390 $653K 0.08% -99 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: 975 shares; 2025Q1: 942 shares; 2025Q2: 924 shares; 2025Q3: 849 shares; 2025Q4: 867 shares; 2026Q1: 845 shares; 2026Q2: 826 shares; 2026Q3: 1,626 shares 1,626 $621K 0.07% +800 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; 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; 2026Q3: 6,935 shares 6,935 $586K 0.07% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,550 shares 2,550 $574K 0.07% 0 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; 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; 2026Q3: 9,592 shares 9,592 $573K 0.07% -1,027 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,904 shares 8,904 $571K 0.07% 0 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: 1,903 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; 2026Q3: 3,999 shares 3,999 $565K 0.07% -133 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,592 shares 1,592 $562K 0.07% -37 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: 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; 2026Q3: 7,524 shares 7,524 $537K 0.06% -355 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; 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; 2026Q3: 12,086 shares 12,086 $532K 0.06% -8 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: 3,149 shares 3,149 $532K 0.06% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,821 shares 4,821 $494K 0.06% -20 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: 2,056 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; 2026Q3: 2,128 shares 2,128 $483K 0.06% -116 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: 5,687 shares; 2026Q3: 6,543 shares 6,543 $481K 0.06% +856 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,991 shares; 2026Q3: 4,065 shares 4,065 $474K 0.06% +2,074 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 239 shares; 2026Q1: 267 shares; 2026Q2: 267 shares; 2026Q3: 268 shares 268 $460K 0.05% +1 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: 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; 2026Q3: 3,649 shares 3,649 $460K 0.05% +1,752 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: 968 shares; 2026Q2: 1,348 shares; 2026Q3: 1,602 shares 1,602 $452K 0.05% +254 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,866 shares; 2026Q2: 10,920 shares; 2026Q3: 10,523 shares 10,523 $450K 0.05% -397 Timeline SPTL 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: 18,164 shares 18,164 $434K 0.05% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,028 shares; 2025Q3: not reported; 2025Q4: 1,510 shares; 2026Q1: 1,514 shares; 2026Q2: 1,588 shares; 2026Q3: 1,527 shares 1,527 $433K 0.05% -61 Timeline SYSB 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: 3,448 shares; 2026Q3: 5,138 shares 5,138 $433K 0.05% +1,690 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: 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; 2026Q3: 4,838 shares 4,838 $427K 0.05% +869 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: 824 shares; 2025Q1: 861 shares; 2025Q2: 829 shares; 2025Q3: 854 shares; 2025Q4: 1,033 shares; 2026Q1: 1,017 shares; 2026Q2: 964 shares; 2026Q3: 1,003 shares 1,003 $416K 0.05% +39 Timeline LIF LIFE360 INC More: the full row for LIFE360 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,393 shares 9,393 $411K 0.05% 0 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: 1,124 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; 2026Q3: 1,368 shares 1,368 $408K 0.05% +59 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; 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; 2026Q3: 5,216 shares 5,216 $394K 0.05% +131 Timeline STIP 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: 2,865 shares; 2025Q2: 2,911 shares; 2025Q3: 3,503 shares; 2025Q4: 4,038 shares; 2026Q1: 3,988 shares; 2026Q2: 3,815 shares; 2026Q3: 3,937 shares 3,937 $394K 0.05% +122 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,311 shares; 2026Q3: 9,404 shares 9,404 $393K 0.05% +4,093 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: 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; 2026Q3: 3,556 shares 3,556 $391K 0.05% -182 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,345 shares; 2026Q3: 15,209 shares 15,209 $383K 0.04% -136 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: 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; 2026Q3: 3,946 shares 3,946 $382K 0.04% -473 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: 792 shares; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 786 shares; 2025Q4: 796 shares; 2026Q1: 768 shares; 2026Q2: 805 shares; 2026Q3: 888 shares 888 $382K 0.04% +83 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,371 shares; 2026Q1: 2,264 shares; 2026Q2: 2,521 shares; 2026Q3: 3,058 shares 3,058 $376K 0.04% +537 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: not reported; 2025Q1: 8,742 shares; 2025Q2: 8,743 shares; 2025Q3: 8,743 shares; 2025Q4: 13,761 shares; 2026Q1: 14,838 shares; 2026Q2: not reported; 2026Q3: 16,880 shares 16,880 $374K 0.04% new 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: not reported; 2025Q1: not reported; 2025Q2: 1,199 shares; 2025Q3: not reported; 2025Q4: 1,589 shares; 2026Q1: 1,592 shares; 2026Q2: 1,738 shares; 2026Q3: 1,846 shares 1,846 $371K 0.04% +108 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,170 shares; 2026Q3: 12,120 shares 12,120 $365K 0.04% -3,050 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,587 shares; 2026Q1: 1,586 shares; 2026Q2: 1,669 shares; 2026Q3: 1,906 shares 1,906 $354K 0.04% +237 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: 490 shares; 2025Q1: 575 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 691 shares; 2026Q1: not reported; 2026Q2: 770 shares; 2026Q3: 918 shares 918 $348K 0.04% +148 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; 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; 2026Q3: 6,239 shares 6,239 $346K 0.04% +1,315 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: 3,670 shares; 2026Q2: 3,822 shares; 2026Q3: 3,918 shares 3,918 $340K 0.04% +96 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; 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: 6,760 shares 6,760 $336K 0.04% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,770 shares; 2026Q2: 5,796 shares; 2026Q3: 7,934 shares 7,934 $330K 0.04% +2,138 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 302 shares; 2026Q2: 316 shares; 2026Q3: 326 shares 326 $328K 0.04% +10 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: not reported; 2026Q2: 1,102 shares; 2026Q3: 206 shares 206 $326K 0.04% -896 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,514 shares; 2026Q1: 4,864 shares; 2026Q2: 4,864 shares; 2026Q3: 6,316 shares 6,316 $323K 0.04% +1,452 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,811 shares; 2026Q3: 10,511 shares 10,511 $317K 0.04% -3,300 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: 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; 2026Q3: 3,789 shares 3,789 $317K 0.04% +413 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 564 shares 564 $316K 0.04% 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; 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; 2026Q3: 3,564 shares 3,564 $314K 0.04% +977 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 342 shares; 2026Q3: 349 shares 349 $312K 0.04% +7 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 368 shares; 2026Q3: 515 shares 515 $311K 0.04% +147 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: 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; 2026Q3: 2,699 shares 2,699 $308K 0.04% +50 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 705 shares 705 $306K 0.04% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 666 shares 666 $303K 0.04% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS 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: 13,009 shares 13,009 $298K 0.03% new 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: 749 shares; 2025Q4: 749 shares; 2026Q1: 959 shares; 2026Q2: 932 shares; 2026Q3: 965 shares 965 $297K 0.03% +33 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,032 shares; 2026Q3: 1,080 shares 1,080 $297K 0.03% +48 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: 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; 2026Q3: 1,822 shares 1,822 $292K 0.03% -197 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: 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; 2026Q3: 9,377 shares 9,377 $287K 0.03% -129 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,402 shares; 2026Q3: 1,458 shares 1,458 $286K 0.03% +56 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; 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; 2026Q3: 1,029 shares 1,029 $285K 0.03% +14 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: 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; 2026Q3: 972 shares 972 $283K 0.03% -884 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: 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; 2026Q3: 3,480 shares 3,480 $281K 0.03% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE 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: 2,655 shares 2,655 $279K 0.03% new 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; 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; 2026Q3: 1,710 shares 1,710 $278K 0.03% 0 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: 2,308 shares; 2025Q1: 2,357 shares; 2025Q2: 1,913 shares; 2025Q3: not reported; 2025Q4: 1,948 shares; 2026Q1: 2,562 shares; 2026Q2: 2,448 shares; 2026Q3: 2,462 shares 2,462 $266K 0.03% +14 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,710 shares; 2025Q4: 4,463 shares; 2026Q1: not reported; 2026Q2: 6,486 shares; 2026Q3: 8,129 shares 8,129 $262K 0.03% +1,643 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 762 shares; 2026Q3: 766 shares 766 $262K 0.03% +4 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 942 shares 942 $262K 0.03% new 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: 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; 2026Q3: 1,374 shares 1,374 $262K 0.03% +42 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: 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; 2026Q3: 2,879 shares 2,879 $261K 0.03% -324 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; 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: 6,787 shares 6,787 $260K 0.03% new 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: 639 shares; 2025Q1: 836 shares; 2025Q2: 2,762 shares; 2025Q3: 1,572 shares; 2025Q4: 1,824 shares; 2026Q1: 1,839 shares; 2026Q2: not reported; 2026Q3: 1,116 shares 1,116 $256K 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; 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; 2026Q3: 5,410 shares 5,410 $256K 0.03% +914 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 501 shares 501 $255K 0.03% new 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: 820 shares; 2025Q1: 879 shares; 2025Q2: 886 shares; 2025Q3: not reported; 2025Q4: 762 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,053 shares 1,053 $255K 0.03% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,052 shares 4,052 $250K 0.03% new 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; 2024Q4: 587 shares; 2025Q1: 587 shares; 2025Q2: 573 shares; 2025Q3: 573 shares; 2025Q4: 613 shares; 2026Q1: 621 shares; 2026Q2: 607 shares; 2026Q3: 612 shares 612 $250K 0.03% +5 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: 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; 2026Q3: 2,179 shares 2,179 $250K 0.03% +84 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,493 shares 4,493 $249K 0.03% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 937 shares 937 $248K 0.03% new 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; 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; 2026Q3: 6,654 shares 6,654 $247K 0.03% -1,078 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 847 shares; 2026Q1: 871 shares; 2026Q2: 871 shares; 2026Q3: 871 shares 871 $243K 0.03% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,549 shares; 2026Q1: 13,916 shares; 2026Q2: 7,627 shares; 2026Q3: 7,549 shares 7,549 $243K 0.03% -78 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,410 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,378 shares 1,378 $242K 0.03% new 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; 2024Q4: 4,200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,276 shares; 2026Q3: 4,276 shares 4,276 $242K 0.03% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 474 shares 474 $240K 0.03% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,515 shares; 2025Q4: 1,515 shares; 2026Q1: 2,035 shares; 2026Q2: not reported; 2026Q3: 1,399 shares 1,399 $239K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,211 shares; 2026Q2: 4,211 shares; 2026Q3: 4,211 shares 4,211 $235K 0.03% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,476 shares; 2026Q2: 1,498 shares; 2026Q3: 1,498 shares 1,498 $235K 0.03% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,063 shares 6,063 $234K 0.03% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,861 shares 2,861 $232K 0.03% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY 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: 5,134 shares 5,134 $231K 0.03% new Timeline STT STATE STR CORP More: the full row for STATE STR 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: 1,299 shares 1,299 $227K 0.03% new Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,913 shares 4,913 $227K 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; 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; 2026Q3: 2,244 shares 2,244 $227K 0.03% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 796 shares; 2025Q1: 800 shares; 2025Q2: 801 shares; 2025Q3: 801 shares; 2025Q4: 802 shares; 2026Q1: 804 shares; 2026Q2: 807 shares; 2026Q3: 817 shares 817 $227K 0.03% +10 Timeline HEFA 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: 7,300 shares; 2025Q2: 8,894 shares; 2025Q3: 8,895 shares; 2025Q4: 8,306 shares; 2026Q1: 7,132 shares; 2026Q2: 6,371 shares; 2026Q3: 4,866 shares 4,866 $226K 0.03% -1,505 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 979 shares; 2026Q3: 979 shares 979 $225K 0.03% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE 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: 3,106 shares 3,106 $225K 0.03% 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; 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; 2026Q3: 2,878 shares 2,878 $223K 0.03% -836 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,435 shares 1,435 $220K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,299 shares; 2026Q3: 1,299 shares 1,299 $220K 0.03% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; 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: 1,620 shares 1,620 $217K 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; 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; 2026Q3: 8,878 shares 8,878 $217K 0.03% +20 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,656 shares 4,656 $217K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,381 shares; 2026Q1: 1,925 shares; 2026Q2: 2,163 shares; 2026Q3: 2,104 shares 2,104 $216K 0.03% -59 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 407 shares; 2026Q3: 447 shares 447 $216K 0.03% +40 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; 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; 2026Q3: 2,785 shares 2,785 $215K 0.03% -358 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,275 shares; 2026Q1: not reported; 2026Q2: 1,006 shares; 2026Q3: 1,121 shares 1,121 $213K 0.02% +115 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,066 shares; 2026Q3: 945 shares 945 $213K 0.02% -121 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: 54,300 shares; 2025Q1: 9,290 shares; 2025Q2: 4,289 shares; 2025Q3: 3,433 shares; 2025Q4: 5,195 shares; 2026Q1: 4,425 shares; 2026Q2: not reported; 2026Q3: 3,260 shares 3,260 $212K 0.02% new 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: not reported; 2026Q2: not reported; 2026Q3: 119 shares 119 $212K 0.02% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 495 shares; 2026Q3: 493 shares 493 $210K 0.02% -2 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,445 shares 4,445 $206K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,163 shares; 2026Q2: not reported; 2026Q3: 7,227 shares 7,227 $204K 0.02% new Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,195 shares 3,195 $204K 0.02% new Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,370 shares 4,370 $200K 0.02% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15,008 shares 15,008 $199K 0.02% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS 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: 11,344 shares 11,344 $153K 0.02% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,795 shares 10,795 $146K 0.02% new Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST 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: 40,104 shares 40,104 $126K 0.01% new Timeline AEG AEGON LTD More: the full row for AEGON 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: 10,452 shares 10,452 $86.1K 0.01% new Timeline WIT WIPRO LTD More: the full row for WIPRO 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: 13,629 shares; 2026Q2: 12,392 shares; 2026Q3: 23,809 shares 23,809 $40.5K <0.01% +11,417 Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 21,098 shares 21,098 $22.8K <0.01% new Timeline BLDP BALLARD PWR SYS INC NEW More: the full row for BALLARD PWR SYS 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: 10,866 shares 10,866 $20.8K <0.01% new Timeline RNXT RENOVORX INC More: the full row for RENOVORX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,279 shares 13,279 $17K <0.01% 0 Timeline