AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 381,867 shares; 2024Q4: 362,782 shares; 2025Q1: 354,384 shares; 2025Q2: 349,357 shares; 2025Q3: 348,074 shares; 2025Q4: 341,715 shares; 2026Q1: 336,626 shares; 2026Q2: 329,859 shares 329,859 $95.4M 5.85% -6,767 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: 156,356 shares; 2024Q4: 153,513 shares; 2025Q1: 154,927 shares; 2025Q2: 138,009 shares; 2025Q3: 130,767 shares; 2025Q4: 117,704 shares; 2026Q1: 102,823 shares; 2026Q2: 80,158 shares 80,158 $92.5M 5.67% -22,665 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 445,497 shares; 2024Q4: 436,574 shares; 2025Q1: 434,376 shares; 2025Q2: 429,334 shares; 2025Q3: 429,458 shares; 2025Q4: 423,087 shares; 2026Q1: 420,407 shares; 2026Q2: 421,782 shares 421,782 $59.8M 3.67% +1,375 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: 644,254 shares; 2024Q4: 1,921,306 shares; 2025Q1: 1,898,727 shares; 2025Q2: 1,864,340 shares; 2025Q3: 1,863,389 shares; 2025Q4: 1,846,376 shares; 2026Q1: 1,846,870 shares; 2026Q2: 1,863,107 shares 1,863,107 $54.8M 3.36% +16,237 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: 160,328 shares; 2024Q4: 154,394 shares; 2025Q1: 154,260 shares; 2025Q2: 154,711 shares; 2025Q3: 143,507 shares; 2025Q4: 138,274 shares; 2026Q1: 137,093 shares; 2026Q2: 136,098 shares 136,098 $48.1M 2.95% -995 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: 53,537 shares; 2024Q4: 51,703 shares; 2025Q1: 49,173 shares; 2025Q2: 47,967 shares; 2025Q3: 44,019 shares; 2025Q4: 43,260 shares; 2026Q1: 41,914 shares; 2026Q2: 38,422 shares 38,422 $45.1M 2.77% -3,492 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: 119,376 shares; 2024Q4: 119,614 shares; 2025Q1: 122,316 shares; 2025Q2: 118,307 shares; 2025Q3: 117,333 shares; 2025Q4: 117,451 shares; 2026Q1: 119,394 shares; 2026Q2: 116,361 shares 116,361 $43.4M 2.66% -3,033 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: 172,660 shares; 2024Q4: 162,323 shares; 2025Q1: 151,953 shares; 2025Q2: 135,361 shares; 2025Q3: 124,572 shares; 2025Q4: 119,632 shares; 2026Q1: 118,722 shares; 2026Q2: 112,946 shares 112,946 $42.7M 2.61% -5,776 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: 194,847 shares; 2024Q4: 186,634 shares; 2025Q1: 185,406 shares; 2025Q2: 180,847 shares; 2025Q3: 180,826 shares; 2025Q4: 179,908 shares; 2026Q1: 179,510 shares; 2026Q2: 177,012 shares 177,012 $42.2M 2.59% -2,498 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: 149,436 shares; 2024Q4: 142,626 shares; 2025Q1: 139,226 shares; 2025Q2: 129,067 shares; 2025Q3: 128,354 shares; 2025Q4: 127,112 shares; 2026Q1: 126,590 shares; 2026Q2: 124,463 shares 124,463 $40.7M 2.5% -2,127 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: 157,732 shares; 2024Q4: 153,040 shares; 2025Q1: 154,738 shares; 2025Q2: 154,906 shares; 2025Q3: 152,933 shares; 2025Q4: 151,496 shares; 2026Q1: 150,216 shares; 2026Q2: 139,249 shares 139,249 $29.1M 1.78% -10,967 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; 2024Q3: 253,528 shares; 2024Q4: 256,413 shares; 2025Q1: 273,017 shares; 2025Q2: 272,588 shares; 2025Q3: 270,307 shares; 2025Q4: 543,535 shares; 2026Q1: 520,194 shares; 2026Q2: 546,298 shares 546,298 $29M 1.78% +26,104 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: 95,157 shares; 2024Q4: 89,371 shares; 2025Q1: 86,969 shares; 2025Q2: 84,510 shares; 2025Q3: 80,066 shares; 2025Q4: 80,275 shares; 2026Q1: 80,277 shares; 2026Q2: 79,657 shares 79,657 $27.3M 1.67% -620 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: 426,619 shares; 2024Q4: 860,942 shares; 2025Q1: 855,361 shares; 2025Q2: 858,567 shares; 2025Q3: 864,362 shares; 2025Q4: 860,686 shares; 2026Q1: 866,102 shares; 2026Q2: 891,546 shares 891,546 $24.7M 1.51% +25,444 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: 4,888 shares; 2024Q4: 4,849 shares; 2025Q1: 4,687 shares; 2025Q2: 4,625 shares; 2025Q3: 18,204 shares; 2025Q4: 18,135 shares; 2026Q1: 19,092 shares; 2026Q2: 19,717 shares 19,717 $23.6M 1.45% +625 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 578,858 shares; 2024Q4: 493,462 shares; 2025Q1: 482,233 shares; 2025Q2: 460,530 shares; 2025Q3: 482,726 shares; 2025Q4: 479,117 shares; 2026Q1: 455,063 shares; 2026Q2: 449,897 shares 449,897 $22.8M 1.39% -5,166 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES 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: 268,748 shares; 2026Q2: 272,241 shares 272,241 $22.4M 1.37% +3,493 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,004 shares; 2024Q4: 26,119 shares; 2025Q1: 81,630 shares; 2025Q2: 89,430 shares; 2025Q3: 89,580 shares; 2025Q4: 92,966 shares; 2026Q1: 95,106 shares; 2026Q2: 98,216 shares 98,216 $22.3M 1.37% +3,110 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: 245,991 shares; 2024Q4: 251,455 shares; 2025Q1: 261,252 shares; 2025Q2: 263,714 shares; 2025Q3: 268,662 shares; 2025Q4: 266,009 shares; 2026Q1: 267,008 shares; 2026Q2: 265,013 shares 265,013 $22M 1.35% -1,995 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 435,833 shares; 2024Q4: 437,334 shares; 2025Q1: 434,058 shares; 2025Q2: 434,855 shares; 2025Q3: 440,747 shares; 2025Q4: 441,848 shares; 2026Q1: 446,210 shares; 2026Q2: 461,827 shares 461,827 $21.1M 1.29% +15,617 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: 25,361 shares; 2024Q4: 26,312 shares; 2025Q1: 31,909 shares; 2025Q2: 32,606 shares; 2025Q3: 33,811 shares; 2025Q4: 33,489 shares; 2026Q1: 33,952 shares; 2026Q2: 34,052 shares 34,052 $19.2M 1.18% +100 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: 82,429 shares; 2024Q4: 86,794 shares; 2025Q1: 84,035 shares; 2025Q2: 85,267 shares; 2025Q3: 88,673 shares; 2025Q4: 87,714 shares; 2026Q1: 86,109 shares; 2026Q2: 93,167 shares 93,167 $18.6M 1.14% +7,058 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: 37,646 shares; 2024Q4: 36,843 shares; 2025Q1: 36,920 shares; 2025Q2: 50,378 shares; 2025Q3: 45,745 shares; 2025Q4: 42,857 shares; 2026Q1: 41,610 shares; 2026Q2: 40,664 shares 40,664 $16.9M 1.04% -946 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,010 shares; 2025Q1: 24,109 shares; 2025Q2: 22,743 shares; 2025Q3: 22,907 shares; 2025Q4: 22,652 shares; 2026Q1: 22,246 shares; 2026Q2: 22,183 shares 22,183 $16.8M 1.03% -63 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: 14,262 shares; 2024Q4: 14,164 shares; 2025Q1: 26,219 shares; 2025Q2: 32,454 shares; 2025Q3: 33,624 shares; 2025Q4: 33,297 shares; 2026Q1: 32,147 shares; 2026Q2: 32,382 shares 32,382 $16.2M 0.99% +235 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: 57,002 shares; 2024Q4: 55,694 shares; 2025Q1: 54,522 shares; 2025Q2: 51,486 shares; 2025Q3: 50,716 shares; 2025Q4: 49,574 shares; 2026Q1: 46,561 shares; 2026Q2: 45,047 shares 45,047 $16.1M 0.99% -1,514 Timeline FLRN 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: 207,854 shares; 2024Q4: 435,558 shares; 2025Q1: 469,599 shares; 2025Q2: 441,986 shares; 2025Q3: 445,934 shares; 2025Q4: 476,983 shares; 2026Q1: 448,206 shares; 2026Q2: 506,531 shares 506,531 $15.6M 0.96% +58,325 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,677 shares; 2024Q4: 432,409 shares; 2025Q1: 448,597 shares; 2025Q2: 441,378 shares; 2025Q3: 441,543 shares; 2025Q4: 438,247 shares; 2026Q1: 439,134 shares; 2026Q2: 418,124 shares 418,124 $15.1M 0.93% -21,010 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,371 shares; 2024Q4: 252,120 shares; 2025Q1: 260,028 shares; 2025Q2: 260,440 shares; 2025Q3: 261,858 shares; 2025Q4: 263,716 shares; 2026Q1: 258,791 shares; 2026Q2: 266,226 shares 266,226 $15M 0.92% +7,435 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,710 shares; 2025Q4: 38,365 shares; 2026Q1: 38,928 shares; 2026Q2: 39,379 shares 39,379 $14.8M 0.91% +451 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: 23,211 shares; 2024Q4: 22,598 shares; 2025Q1: 21,814 shares; 2025Q2: 21,169 shares; 2025Q3: 20,618 shares; 2025Q4: 20,503 shares; 2026Q1: 20,070 shares; 2026Q2: 19,653 shares 19,653 $14.7M 0.9% -417 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,699 shares; 2024Q4: 75,803 shares; 2025Q1: 78,382 shares; 2025Q2: 73,894 shares; 2025Q3: 73,913 shares; 2025Q4: 73,900 shares; 2026Q1: 74,010 shares; 2026Q2: 75,359 shares 75,359 $14.3M 0.88% +1,349 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,877 shares; 2024Q4: 145,452 shares; 2025Q1: 147,928 shares; 2025Q2: 163,057 shares; 2025Q3: 163,119 shares; 2025Q4: 162,489 shares; 2026Q1: 163,495 shares; 2026Q2: 154,397 shares 154,397 $13.9M 0.85% -9,098 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: 19,639 shares; 2024Q4: 18,726 shares; 2025Q1: 17,619 shares; 2025Q2: 16,926 shares; 2025Q3: 16,781 shares; 2025Q4: 170,594 shares; 2026Q1: 191,195 shares; 2026Q2: 192,935 shares 192,935 $13.8M 0.84% +1,740 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,904 shares; 2024Q4: 105,429 shares; 2025Q1: 96,284 shares; 2025Q2: 96,884 shares; 2025Q3: 99,151 shares; 2025Q4: 100,749 shares; 2026Q1: 99,607 shares; 2026Q2: 102,328 shares 102,328 $12.6M 0.77% +2,721 Timeline SPIB 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: 245,497 shares; 2024Q4: 264,067 shares; 2025Q1: 275,173 shares; 2025Q2: 281,200 shares; 2025Q3: 287,831 shares; 2025Q4: 305,676 shares; 2026Q1: 340,815 shares; 2026Q2: 365,813 shares 365,813 $12.2M 0.75% +24,998 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: 100,281 shares; 2024Q4: 95,772 shares; 2025Q1: 97,140 shares; 2025Q2: 97,463 shares; 2025Q3: 97,942 shares; 2025Q4: 98,758 shares; 2026Q1: 102,007 shares; 2026Q2: 103,558 shares 103,558 $12.2M 0.75% +1,551 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: 127,197 shares; 2024Q4: 125,338 shares; 2025Q1: 121,888 shares; 2025Q2: 120,265 shares; 2025Q3: 121,968 shares; 2025Q4: 121,703 shares; 2026Q1: 122,765 shares; 2026Q2: 126,064 shares 126,064 $12.1M 0.74% +3,299 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,791 shares; 2024Q4: 34,496 shares; 2025Q1: 34,459 shares; 2025Q2: 34,439 shares; 2025Q3: 34,511 shares; 2025Q4: 34,484 shares; 2026Q1: 34,491 shares; 2026Q2: 35,179 shares 35,179 $12.1M 0.74% +688 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: 65,852 shares; 2024Q4: 62,250 shares; 2025Q1: 64,087 shares; 2025Q2: 63,979 shares; 2025Q3: 64,694 shares; 2025Q4: 64,970 shares; 2026Q1: 36,420 shares; 2026Q2: 33,556 shares 33,556 $11.8M 0.73% -2,864 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: 55,247 shares; 2024Q4: 49,917 shares; 2025Q1: 48,045 shares; 2025Q2: 46,980 shares; 2025Q3: 47,009 shares; 2025Q4: 47,188 shares; 2026Q1: 46,582 shares; 2026Q2: 45,874 shares 45,874 $11.7M 0.71% -708 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,458 shares; 2024Q4: 42,659 shares; 2025Q1: 39,007 shares; 2025Q2: 38,218 shares; 2025Q3: 37,845 shares; 2025Q4: 36,118 shares; 2026Q1: 35,360 shares; 2026Q2: 33,733 shares 33,733 $11.5M 0.7% -1,627 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,521 shares; 2024Q4: 2,334 shares; 2025Q1: 2,272 shares; 2025Q2: 2,178 shares; 2025Q3: 2,201 shares; 2025Q4: 2,367 shares; 2026Q1: 2,424 shares; 2026Q2: 64,020 shares 64,020 $11.4M 0.7% +61,596 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM 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: 88,446 shares; 2026Q1: 141,689 shares; 2026Q2: 147,817 shares 147,817 $11.4M 0.7% +6,128 Timeline QXO QXO INC More: the full row for QXO 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: 613,911 shares; 2026Q1: 649,265 shares; 2026Q2: 651,107 shares 651,107 $11.3M 0.69% +1,842 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,129 shares; 2024Q4: 32,379 shares; 2025Q1: 36,595 shares; 2025Q2: 36,422 shares; 2025Q3: 36,297 shares; 2025Q4: 36,273 shares; 2026Q1: 36,145 shares; 2026Q2: 37,503 shares 37,503 $11.1M 0.68% +1,358 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,424 shares; 2025Q1: 34,977 shares; 2025Q2: 30,380 shares; 2025Q3: 30,638 shares; 2025Q4: 30,704 shares; 2026Q1: 31,925 shares; 2026Q2: 32,222 shares 32,222 $11M 0.67% +297 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258,178 shares; 2024Q4: 276,359 shares; 2025Q1: 291,804 shares; 2025Q2: 304,336 shares; 2025Q3: 316,019 shares; 2025Q4: 337,647 shares; 2026Q1: 381,846 shares; 2026Q2: 413,999 shares 413,999 $10.6M 0.65% +32,153 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: 27,822 shares; 2024Q4: 29,222 shares; 2025Q1: 29,127 shares; 2025Q2: 29,509 shares; 2025Q3: 30,254 shares; 2025Q4: 30,507 shares; 2026Q1: 30,587 shares; 2026Q2: 33,267 shares 33,267 $10.5M 0.64% +2,680 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,505 shares; 2024Q4: 51,364 shares; 2025Q1: 58,856 shares; 2025Q2: 56,755 shares; 2025Q3: 56,045 shares; 2025Q4: 55,895 shares; 2026Q1: 57,058 shares; 2026Q2: 54,777 shares 54,777 $10.4M 0.64% -2,281 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,892 shares; 2026Q2: 22,607 shares 22,607 $9.21M 0.56% -285 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,401 shares; 2024Q4: 49,793 shares; 2025Q1: 49,386 shares; 2025Q2: 49,805 shares; 2025Q3: 51,268 shares; 2025Q4: 51,880 shares; 2026Q1: 51,863 shares; 2026Q2: 54,277 shares 54,277 $9.05M 0.55% +2,414 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,312 shares; 2024Q4: 44,895 shares; 2025Q1: 46,131 shares; 2025Q2: 43,406 shares; 2025Q3: 42,688 shares; 2025Q4: 43,269 shares; 2026Q1: 43,445 shares; 2026Q2: 41,740 shares 41,740 $8.89M 0.54% -1,705 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: 109,056 shares; 2024Q4: 97,923 shares; 2025Q1: 98,043 shares; 2025Q2: 93,828 shares; 2025Q3: 92,377 shares; 2025Q4: 92,164 shares; 2026Q1: 92,156 shares; 2026Q2: 91,189 shares 91,189 $8.78M 0.54% -967 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 166,023 shares 166,023 $8.77M 0.54% new Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 117,484 shares 117,484 $8.62M 0.53% new 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: 13,973 shares; 2024Q4: 11,763 shares; 2025Q1: 10,878 shares; 2025Q2: 10,438 shares; 2025Q3: 10,341 shares; 2025Q4: 10,230 shares; 2026Q1: 9,413 shares; 2026Q2: 9,181 shares 9,181 $8.59M 0.53% -232 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: 40,592 shares; 2024Q4: 39,921 shares; 2025Q1: 37,732 shares; 2025Q2: 39,742 shares; 2025Q3: 38,451 shares; 2025Q4: 34,177 shares; 2026Q1: 34,920 shares; 2026Q2: 34,054 shares 34,054 $8.57M 0.53% -866 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,723 shares; 2024Q4: 116,301 shares; 2025Q1: 122,989 shares; 2025Q2: 126,629 shares; 2025Q3: 130,267 shares; 2025Q4: 135,723 shares; 2026Q1: 143,849 shares; 2026Q2: 153,964 shares 153,964 $7.79M 0.48% +10,115 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: 68,863 shares; 2024Q4: 65,346 shares; 2025Q1: 66,116 shares; 2025Q2: 63,704 shares; 2025Q3: 62,971 shares; 2025Q4: 61,222 shares; 2026Q1: 60,506 shares; 2026Q2: 52,716 shares 52,716 $7.73M 0.47% -7,790 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,920 shares; 2024Q4: 44,181 shares; 2025Q1: 44,137 shares; 2025Q2: 42,724 shares; 2025Q3: 43,138 shares; 2025Q4: 47,222 shares; 2026Q1: 45,173 shares; 2026Q2: 42,860 shares 42,860 $7.7M 0.47% -2,313 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 136,863 shares; 2025Q4: 148,287 shares; 2026Q1: 144,385 shares; 2026Q2: 149,089 shares 149,089 $7.43M 0.46% +4,704 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,924 shares; 2025Q3: 14,072 shares; 2025Q4: 14,353 shares; 2026Q1: 14,230 shares; 2026Q2: 14,636 shares 14,636 $6.72M 0.41% +406 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: 64,010 shares; 2024Q4: 63,498 shares; 2025Q1: 68,547 shares; 2025Q2: 65,824 shares; 2025Q3: 64,448 shares; 2025Q4: 64,257 shares; 2026Q1: 62,072 shares; 2026Q2: 58,907 shares 58,907 $6.67M 0.41% -3,165 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,354 shares; 2024Q4: 1,368 shares; 2025Q1: 1,238 shares; 2025Q2: 11,321 shares; 2025Q3: 11,873 shares; 2025Q4: 53,889 shares; 2026Q1: 64,057 shares; 2026Q2: 66,962 shares 66,962 $6.65M 0.41% +2,905 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,611 shares; 2024Q4: 53,113 shares; 2025Q1: 50,471 shares; 2025Q2: 48,347 shares; 2025Q3: 47,587 shares; 2025Q4: 45,815 shares; 2026Q1: 44,716 shares; 2026Q2: 43,849 shares 43,849 $6.64M 0.41% -867 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: 54,297 shares; 2024Q4: 52,406 shares; 2025Q1: 51,059 shares; 2025Q2: 48,518 shares; 2025Q3: 47,590 shares; 2025Q4: 47,207 shares; 2026Q1: 45,958 shares; 2026Q2: 45,024 shares 45,024 $6.1M 0.37% -934 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: 42,826 shares; 2024Q4: 42,499 shares; 2025Q1: 42,069 shares; 2025Q2: 43,909 shares; 2025Q3: 36,609 shares; 2025Q4: 32,780 shares; 2026Q1: 30,745 shares; 2026Q2: 23,739 shares 23,739 $6.06M 0.37% -7,006 Timeline CNSWF CONSTELLATION SOFTWARE INC COM More: the full row for CONSTELLATION SOFTWARE INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,660 shares; 2024Q4: 2,525 shares; 2025Q1: 2,498 shares; 2025Q2: 2,473 shares; 2025Q3: 2,616 shares; 2025Q4: 2,485 shares; 2026Q1: 2,276 shares; 2026Q2: 3,159 shares 3,159 $5.96M 0.37% +883 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,641 shares; 2024Q4: 36,148 shares; 2025Q1: 35,877 shares; 2025Q2: 34,512 shares; 2025Q3: 15,283 shares; 2025Q4: 14,898 shares; 2026Q1: 13,683 shares; 2026Q2: 11,519 shares 11,519 $5.78M 0.35% -2,164 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,823 shares; 2024Q4: 126,059 shares; 2025Q1: 122,142 shares; 2025Q2: 113,012 shares; 2025Q3: 118,432 shares; 2025Q4: 119,572 shares; 2026Q1: 125,568 shares; 2026Q2: 111,463 shares 111,463 $5.68M 0.35% -14,105 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,409 shares; 2024Q4: 129,231 shares; 2025Q1: 126,793 shares; 2025Q2: 125,720 shares; 2025Q3: 127,450 shares; 2025Q4: 128,625 shares; 2026Q1: 128,749 shares; 2026Q2: 128,718 shares 128,718 $5.6M 0.34% -31 Timeline SCHH 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: 199,554 shares; 2024Q4: 199,386 shares; 2025Q1: 206,271 shares; 2025Q2: 207,261 shares; 2025Q3: 212,878 shares; 2025Q4: 223,625 shares; 2026Q1: 229,197 shares; 2026Q2: 233,742 shares 233,742 $5.54M 0.34% +4,545 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,512 shares; 2024Q4: 53,159 shares; 2025Q1: 58,943 shares; 2025Q2: 58,493 shares; 2025Q3: 65,934 shares; 2025Q4: 129,508 shares; 2026Q1: 129,154 shares; 2026Q2: 120,402 shares 120,402 $5.46M 0.33% -8,752 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: 21,524 shares; 2024Q4: 19,865 shares; 2025Q1: 19,385 shares; 2025Q2: 18,905 shares; 2025Q3: 18,532 shares; 2025Q4: 18,300 shares; 2026Q1: 18,220 shares; 2026Q2: 17,750 shares 17,750 $5.33M 0.33% -470 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,338 shares; 2024Q4: 24,817 shares; 2025Q1: 24,842 shares; 2025Q2: 25,038 shares; 2025Q3: 24,668 shares; 2025Q4: 27,457 shares; 2026Q1: 27,792 shares; 2026Q2: 26,947 shares 26,947 $5.24M 0.32% -845 Timeline MHVIY MITSUBISHI HEAVY INDS LTD ADS More: the full row for MITSUBISHI HEAVY INDS LTD ADS 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: 461,847 shares 461,847 $5.21M 0.32% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,166 shares; 2024Q4: 5,902 shares; 2025Q1: 5,543 shares; 2025Q2: 5,448 shares; 2025Q3: 5,400 shares; 2025Q4: 5,219 shares; 2026Q1: 5,135 shares; 2026Q2: 5,090 shares 5,090 $5.15M 0.32% -45 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 10,342 shares 10,342 $5M 0.31% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,607 shares; 2025Q3: 161,244 shares; 2025Q4: 203,925 shares; 2026Q1: 235,270 shares; 2026Q2: 260,298 shares 260,298 $4.65M 0.29% +25,028 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,285 shares; 2024Q4: 48,360 shares; 2025Q1: 47,920 shares; 2025Q2: 46,680 shares; 2025Q3: 46,464 shares; 2025Q4: 45,635 shares; 2026Q1: 43,994 shares; 2026Q2: 43,494 shares 43,494 $4.56M 0.28% -500 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: 10,390 shares; 2024Q4: 12,960 shares; 2025Q1: 12,201 shares; 2025Q2: 12,176 shares; 2025Q3: 13,479 shares; 2025Q4: 25,095 shares; 2026Q1: 23,483 shares; 2026Q2: 23,910 shares 23,910 $4.55M 0.28% +427 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: 19,241 shares; 2024Q4: 18,625 shares; 2025Q1: 18,788 shares; 2025Q2: 17,696 shares; 2025Q3: 17,593 shares; 2025Q4: 17,670 shares; 2026Q1: 16,830 shares; 2026Q2: 16,532 shares 16,532 $4.47M 0.27% -298 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,054 shares; 2025Q2: 19,146 shares; 2025Q3: 20,249 shares; 2025Q4: 20,982 shares; 2026Q1: 21,125 shares; 2026Q2: 20,823 shares 20,823 $4.41M 0.27% -302 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,815 shares; 2024Q4: 22,081 shares; 2025Q1: 23,109 shares; 2025Q2: 22,969 shares; 2025Q3: 23,256 shares; 2025Q4: 21,750 shares; 2026Q1: 23,684 shares; 2026Q2: 24,385 shares 24,385 $4.28M 0.26% +701 Timeline COMB GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,828 shares; 2024Q4: 162,633 shares; 2025Q1: 169,245 shares; 2025Q2: 171,902 shares; 2025Q3: 173,315 shares; 2025Q4: 176,080 shares; 2026Q1: 179,249 shares; 2026Q2: 175,603 shares 175,603 $4.23M 0.26% -3,646 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,110 shares; 2024Q4: 4,933 shares; 2025Q1: 4,962 shares; 2025Q2: 5,402 shares; 2025Q3: 5,216 shares; 2025Q4: 5,226 shares; 2026Q1: 5,208 shares; 2026Q2: 5,616 shares 5,616 $4.21M 0.26% +408 Timeline LVMUY LVMH MOET HENNESSY LOUIS VUITT More: the full row for LVMH MOET HENNESSY LOUIS VUITT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,327 shares; 2024Q4: 34,884 shares; 2025Q1: 45,197 shares; 2025Q2: 41,793 shares; 2025Q3: 39,599 shares; 2025Q4: 37,673 shares; 2026Q1: 38,496 shares; 2026Q2: 36,795 shares 36,795 $4.07M 0.25% -1,701 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: 33,994 shares; 2024Q4: 31,811 shares; 2025Q1: 32,878 shares; 2025Q2: 31,334 shares; 2025Q3: 31,385 shares; 2025Q4: 31,544 shares; 2026Q1: 30,218 shares; 2026Q2: 28,815 shares 28,815 $3.94M 0.24% -1,403 Timeline SPHY 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: 116,598 shares; 2024Q4: 120,319 shares; 2025Q1: 124,988 shares; 2025Q2: 126,845 shares; 2025Q3: 130,364 shares; 2025Q4: 139,555 shares; 2026Q1: 145,140 shares; 2026Q2: 155,989 shares 155,989 $3.66M 0.22% +10,849 Timeline BKLN 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: 136,294 shares; 2024Q4: 139,648 shares; 2025Q1: 145,741 shares; 2025Q2: 145,866 shares; 2025Q3: 151,634 shares; 2025Q4: 156,205 shares; 2026Q1: 161,495 shares; 2026Q2: 169,946 shares 169,946 $3.46M 0.21% +8,451 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,553 shares; 2024Q4: 16,825 shares; 2025Q1: 16,270 shares; 2025Q2: 16,032 shares; 2025Q3: 16,379 shares; 2025Q4: 16,402 shares; 2026Q1: 16,122 shares; 2026Q2: 15,093 shares 15,093 $3.33M 0.2% -1,029 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,072 shares; 2024Q4: 37,027 shares; 2025Q1: 38,818 shares; 2025Q2: 36,521 shares; 2025Q3: 35,336 shares; 2025Q4: 33,453 shares; 2026Q1: 33,293 shares; 2026Q2: 30,408 shares 30,408 $3.25M 0.2% -2,885 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,720 shares; 2024Q4: 24,593 shares; 2025Q1: 22,634 shares; 2025Q2: 21,647 shares; 2025Q3: 21,626 shares; 2025Q4: 20,804 shares; 2026Q1: 19,821 shares; 2026Q2: 19,185 shares 19,185 $3.14M 0.19% -636 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,014 shares; 2024Q4: 32,191 shares; 2025Q1: 31,951 shares; 2025Q2: 31,546 shares; 2025Q3: 31,583 shares; 2025Q4: 30,501 shares; 2026Q1: 30,339 shares; 2026Q2: 29,467 shares 29,467 $3.06M 0.19% -872 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 851 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,715 shares; 2025Q3: 9,866 shares; 2025Q4: 8,886 shares; 2026Q1: 10,486 shares; 2026Q2: 10,288 shares 10,288 $3.02M 0.18% -198 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,212 shares; 2025Q3: 15,450 shares; 2025Q4: 15,350 shares; 2026Q1: 14,687 shares; 2026Q2: 14,678 shares 14,678 $2.94M 0.18% -9 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,767 shares; 2025Q1: 16,091 shares; 2025Q2: 16,215 shares; 2025Q3: 15,189 shares; 2025Q4: 15,132 shares; 2026Q1: 14,945 shares; 2026Q2: 14,340 shares 14,340 $2.89M 0.18% -605 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: 48,161 shares; 2024Q4: 41,591 shares; 2025Q1: 39,605 shares; 2025Q2: 39,164 shares; 2025Q3: 41,667 shares; 2025Q4: 40,550 shares; 2026Q1: 39,699 shares; 2026Q2: 40,186 shares 40,186 $2.86M 0.18% +487 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,056 shares; 2024Q4: 86,798 shares; 2025Q1: 87,687 shares; 2025Q2: 88,477 shares; 2025Q3: 89,679 shares; 2025Q4: 91,742 shares; 2026Q1: 92,579 shares; 2026Q2: 20,152 shares 20,152 $2.5M 0.15% -72,427 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,876 shares; 2024Q4: 13,263 shares; 2025Q1: 16,002 shares; 2025Q2: 15,462 shares; 2025Q3: 15,687 shares; 2025Q4: 15,045 shares; 2026Q1: 15,559 shares; 2026Q2: 14,674 shares 14,674 $2.5M 0.15% -885 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,769 shares; 2024Q4: 6,713 shares; 2025Q1: 6,802 shares; 2025Q2: 6,717 shares; 2025Q3: 6,716 shares; 2025Q4: 6,124 shares; 2026Q1: 5,977 shares; 2026Q2: 5,844 shares 5,844 $2.44M 0.15% -133 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,202 shares; 2024Q4: 33,304 shares; 2025Q1: 34,894 shares; 2025Q2: 32,802 shares; 2025Q3: 32,893 shares; 2025Q4: 32,200 shares; 2026Q1: 31,986 shares; 2026Q2: 31,102 shares 31,102 $2.43M 0.15% -884 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,456 shares; 2024Q4: 15,099 shares; 2025Q1: 2,761 shares; 2025Q2: 2,669 shares; 2025Q3: 2,605 shares; 2025Q4: 2,488 shares; 2026Q1: 2,448 shares; 2026Q2: 2,319 shares 2,319 $2.42M 0.15% -129 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: 16,891 shares; 2024Q4: 69,319 shares; 2025Q1: 74,896 shares; 2025Q2: 73,831 shares; 2025Q3: 69,326 shares; 2025Q4: 69,026 shares; 2026Q1: 69,026 shares; 2026Q2: 69,224 shares 69,224 $2.34M 0.14% +198 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: 23,252 shares; 2024Q4: 23,212 shares; 2025Q1: 23,042 shares; 2025Q2: 22,782 shares; 2025Q3: 22,780 shares; 2025Q4: 22,150 shares; 2026Q1: 22,050 shares; 2026Q2: 21,092 shares 21,092 $2.33M 0.14% -958 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: 14,676 shares; 2024Q4: 12,698 shares; 2025Q1: 19,436 shares; 2025Q2: 20,880 shares; 2025Q3: 21,120 shares; 2025Q4: 20,335 shares; 2026Q1: 20,269 shares; 2026Q2: 19,543 shares 19,543 $2.3M 0.14% -726 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,545 shares; 2024Q4: 49,365 shares; 2025Q1: 53,048 shares; 2025Q2: 54,168 shares; 2025Q3: 54,863 shares; 2025Q4: 55,906 shares; 2026Q1: 56,843 shares; 2026Q2: 54,707 shares 54,707 $2.28M 0.14% -2,136 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,701 shares; 2024Q4: 176,944 shares; 2025Q1: 182,293 shares; 2025Q2: 182,143 shares; 2025Q3: 185,256 shares; 2025Q4: 190,012 shares; 2026Q1: 190,724 shares; 2026Q2: 35,055 shares 35,055 $2.11M 0.13% -155,669 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: 295,176 shares; 2024Q4: 278,744 shares; 2025Q1: 44,384 shares; 2025Q2: 41,229 shares; 2025Q3: 40,971 shares; 2025Q4: 38,416 shares; 2026Q1: 37,456 shares; 2026Q2: 36,745 shares 36,745 $2.09M 0.13% -711 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,347 shares; 2024Q4: 24,280 shares; 2025Q1: 23,896 shares; 2025Q2: 22,080 shares; 2025Q3: 23,733 shares; 2025Q4: 23,574 shares; 2026Q1: 8,199 shares; 2026Q2: 7,918 shares 7,918 $2.07M 0.13% -281 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: 1,641 shares; 2024Q4: 1,642 shares; 2025Q1: 1,768 shares; 2025Q2: 1,687 shares; 2025Q3: 1,652 shares; 2025Q4: 1,888 shares; 2026Q1: 1,893 shares; 2026Q2: 1,879 shares 1,879 $2M 0.12% -14 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,820 shares; 2024Q4: 21,485 shares; 2025Q1: 18,865 shares; 2025Q2: 17,944 shares; 2025Q3: 17,426 shares; 2025Q4: 16,451 shares; 2026Q1: 14,191 shares; 2026Q2: 13,751 shares 13,751 $1.92M 0.12% -440 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,425 shares; 2024Q4: 14,024 shares; 2025Q1: 13,494 shares; 2025Q2: 12,470 shares; 2025Q3: 11,913 shares; 2025Q4: 11,722 shares; 2026Q1: 11,347 shares; 2026Q2: 10,714 shares 10,714 $1.89M 0.12% -633 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: 4,421 shares; 2024Q4: 4,421 shares; 2025Q1: 4,421 shares; 2025Q2: 4,416 shares; 2025Q3: 4,639 shares; 2025Q4: 4,639 shares; 2026Q1: 4,619 shares; 2026Q2: 4,619 shares 4,619 $1.82M 0.11% 0 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: 19,572 shares; 2024Q4: 18,467 shares; 2025Q1: 6,569 shares; 2025Q2: 6,171 shares; 2025Q3: 5,377 shares; 2025Q4: 5,302 shares; 2026Q1: 5,082 shares; 2026Q2: 4,844 shares 4,844 $1.75M 0.11% -238 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,760 shares; 2024Q4: 6,510 shares; 2025Q1: 8,139 shares; 2025Q2: 7,949 shares; 2025Q3: 7,909 shares; 2025Q4: 8,102 shares; 2026Q1: 7,847 shares; 2026Q2: 7,768 shares 7,768 $1.74M 0.11% -79 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,720 shares 7,720 $1.73M 0.11% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,559 shares; 2024Q4: 2,488 shares; 2025Q1: 2,666 shares; 2025Q2: 2,320 shares; 2025Q3: 2,427 shares; 2025Q4: 2,385 shares; 2026Q1: 2,407 shares; 2026Q2: 2,315 shares 2,315 $1.71M 0.1% -92 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,453 shares 7,453 $1.65M 0.1% new 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: 10,539 shares; 2024Q4: 8,539 shares; 2025Q1: 6,234 shares; 2025Q2: 6,201 shares; 2025Q3: 6,161 shares; 2025Q4: 5,441 shares; 2026Q1: 5,363 shares; 2026Q2: 20,246 shares 20,246 $1.63M 0.1% +14,883 Timeline NTDOY NINTENDO CO LTD SPON ADR -NEW- More: the full row for NINTENDO CO LTD SPON ADR -NEW- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,225 shares; 2024Q4: 128,775 shares; 2025Q1: 130,744 shares; 2025Q2: 126,442 shares; 2025Q3: 127,279 shares; 2025Q4: 127,454 shares; 2026Q1: 163,035 shares; 2026Q2: 154,355 shares 154,355 $1.62M 0.1% -8,680 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,124 shares; 2024Q4: 21,785 shares; 2025Q1: 21,744 shares; 2025Q2: 20,850 shares; 2025Q3: 20,340 shares; 2025Q4: 20,053 shares; 2026Q1: 19,478 shares; 2026Q2: 19,278 shares 19,278 $1.61M 0.1% -200 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: 3,144 shares; 2024Q4: 3,150 shares; 2025Q1: 3,138 shares; 2025Q2: 3,113 shares; 2025Q3: 3,273 shares; 2025Q4: 3,278 shares; 2026Q1: 3,254 shares; 2026Q2: 13,009 shares 13,009 $1.61M 0.1% +9,755 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,201 shares; 2024Q4: 12,835 shares; 2025Q1: 13,338 shares; 2025Q2: 12,645 shares; 2025Q3: 11,983 shares; 2025Q4: 12,072 shares; 2026Q1: 12,137 shares; 2026Q2: 11,706 shares 11,706 $1.6M 0.1% -431 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 11,433 shares 11,433 $1.55M 0.1% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,317 shares; 2024Q4: 4,317 shares; 2025Q1: 4,912 shares; 2025Q2: 4,615 shares; 2025Q3: 4,664 shares; 2025Q4: 4,639 shares; 2026Q1: 4,403 shares; 2026Q2: 4,403 shares 4,403 $1.51M 0.09% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,826 shares; 2024Q4: 2,786 shares; 2025Q1: 2,864 shares; 2025Q2: 3,384 shares; 2025Q3: 3,550 shares; 2025Q4: 4,141 shares; 2026Q1: 4,089 shares; 2026Q2: 4,104 shares 4,104 $1.51M 0.09% +15 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: 21,691 shares; 2024Q4: 20,641 shares; 2025Q1: 20,856 shares; 2025Q2: 21,391 shares; 2025Q3: 5,533 shares; 2025Q4: 5,376 shares; 2026Q1: 2,683 shares; 2026Q2: 2,956 shares 2,956 $1.51M 0.09% +273 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,522 shares; 2024Q4: 26,640 shares; 2025Q1: 24,238 shares; 2025Q2: 24,172 shares; 2025Q3: 27,283 shares; 2025Q4: 28,618 shares; 2026Q1: 28,200 shares; 2026Q2: 27,111 shares 27,111 $1.45M 0.09% -1,089 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: 4,012 shares; 2024Q4: 4,012 shares; 2025Q1: 4,009 shares; 2025Q2: 4,031 shares; 2025Q3: 4,087 shares; 2025Q4: 4,062 shares; 2026Q1: 3,849 shares; 2026Q2: 3,819 shares 3,819 $1.41M 0.09% -30 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS 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: 6,547 shares; 2025Q4: 7,331 shares; 2026Q1: 8,927 shares; 2026Q2: 10,051 shares 10,051 $1.4M 0.09% +1,124 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: 3,655 shares; 2024Q4: 3,722 shares; 2025Q1: 4,269 shares; 2025Q2: 4,195 shares; 2025Q3: 3,969 shares; 2025Q4: 3,965 shares; 2026Q1: 3,943 shares; 2026Q2: 3,654 shares 3,654 $1.37M 0.08% -289 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: 2,415 shares; 2024Q4: 2,415 shares; 2025Q1: 2,395 shares; 2025Q2: 2,095 shares; 2025Q3: 2,095 shares; 2025Q4: 1,495 shares; 2026Q1: 1,460 shares; 2026Q2: 11,407 shares 11,407 $1.36M 0.08% +9,947 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,450 shares; 2026Q2: 24,142 shares 24,142 $1.34M 0.08% +19,692 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: 25,260 shares; 2024Q4: 22,823 shares; 2025Q1: 20,339 shares; 2025Q2: 27,516 shares; 2025Q3: 26,757 shares; 2025Q4: 22,687 shares; 2026Q1: 22,687 shares; 2026Q2: 22,327 shares 22,327 $1.33M 0.08% -360 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,195 shares; 2024Q4: 22,677 shares; 2025Q1: 22,576 shares; 2025Q2: 22,655 shares; 2025Q3: 22,612 shares; 2025Q4: 21,337 shares; 2026Q1: 4,138 shares; 2026Q2: 3,865 shares 3,865 $1.31M 0.08% -273 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,661 shares; 2024Q4: 24,344 shares; 2025Q1: 31,008 shares; 2025Q2: 29,476 shares; 2025Q3: 29,338 shares; 2025Q4: 29,438 shares; 2026Q1: 29,219 shares; 2026Q2: 15,094 shares 15,094 $1.26M 0.08% -14,125 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: 17,022 shares; 2024Q4: 16,882 shares; 2025Q1: 16,627 shares; 2025Q2: 16,160 shares; 2025Q3: 15,965 shares; 2025Q4: 15,950 shares; 2026Q1: 15,830 shares; 2026Q2: 16,226 shares 16,226 $1.25M 0.08% +396 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,444 shares 10,444 $1.23M 0.08% new Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY 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: 10,835 shares; 2025Q4: 11,254 shares; 2026Q1: 9,559 shares; 2026Q2: 9,068 shares 9,068 $1.22M 0.07% -491 Timeline XOP 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: 12,662 shares; 2024Q4: 10,722 shares; 2025Q1: 10,412 shares; 2025Q2: 9,553 shares; 2025Q3: 9,133 shares; 2025Q4: 8,534 shares; 2026Q1: 7,907 shares; 2026Q2: 7,822 shares 7,822 $1.21M 0.07% -85 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,886 shares; 2024Q4: 14,156 shares; 2025Q1: 14,434 shares; 2025Q2: 14,087 shares; 2025Q3: 13,757 shares; 2025Q4: 13,856 shares; 2026Q1: 13,837 shares; 2026Q2: 13,214 shares 13,214 $1.2M 0.07% -623 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,851 shares; 2024Q4: 12,597 shares; 2025Q1: 11,982 shares; 2025Q2: 12,066 shares; 2025Q3: 12,512 shares; 2025Q4: 11,677 shares; 2026Q1: 10,290 shares; 2026Q2: 10,867 shares 10,867 $1.16M 0.07% +577 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,510 shares; 2024Q4: 19,334 shares; 2025Q1: 18,146 shares; 2025Q2: 17,946 shares; 2025Q3: 17,896 shares; 2025Q4: 16,836 shares; 2026Q1: 16,636 shares; 2026Q2: 15,726 shares 15,726 $1.08M 0.07% -910 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,090 shares; 2024Q4: 6,010 shares; 2025Q1: 4,510 shares; 2025Q2: 4,460 shares; 2025Q3: 4,460 shares; 2025Q4: 4,424 shares; 2026Q1: 4,257 shares; 2026Q2: 4,257 shares 4,257 $1.07M 0.07% 0 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,694 shares 17,694 $1.05M 0.06% new 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: 4,125 shares; 2024Q4: 4,395 shares; 2025Q1: 4,474 shares; 2025Q2: 4,172 shares; 2025Q3: 3,863 shares; 2025Q4: 4,705 shares; 2026Q1: 5,542 shares; 2026Q2: 5,493 shares 5,493 $1.04M 0.06% -49 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; 2024Q3: 15,718 shares; 2024Q4: 15,662 shares; 2025Q1: 15,916 shares; 2025Q2: 15,570 shares; 2025Q3: 6,415 shares; 2025Q4: 6,416 shares; 2026Q1: 2,147 shares; 2026Q2: 2,023 shares 2,023 $1.03M 0.06% -124 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,933 shares; 2024Q4: 3,854 shares; 2025Q1: 3,822 shares; 2025Q2: 3,772 shares; 2025Q3: 3,712 shares; 2025Q4: 3,662 shares; 2026Q1: 3,646 shares; 2026Q2: 3,646 shares 3,646 $983K 0.06% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,748 shares; 2024Q4: 18,744 shares; 2025Q1: 18,484 shares; 2025Q2: 18,226 shares; 2025Q3: 18,226 shares; 2025Q4: 20,570 shares; 2026Q1: 20,476 shares; 2026Q2: 20,434 shares 20,434 $971K 0.06% -42 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,226 shares; 2024Q4: 6,226 shares; 2025Q1: 6,226 shares; 2025Q2: 6,226 shares; 2025Q3: 6,672 shares; 2025Q4: 6,672 shares; 2026Q1: 6,672 shares; 2026Q2: 6,622 shares 6,622 $970K 0.06% -50 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,184 shares; 2024Q4: 6,184 shares; 2025Q1: 6,184 shares; 2025Q2: 6,184 shares; 2025Q3: 6,184 shares; 2025Q4: 6,184 shares; 2026Q1: 6,184 shares; 2026Q2: 6,184 shares 6,184 $967K 0.06% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,112 shares; 2024Q4: 106,825 shares; 2025Q1: 8,394 shares; 2025Q2: 7,869 shares; 2025Q3: 7,512 shares; 2025Q4: 7,296 shares; 2026Q1: 6,368 shares; 2026Q2: 7,307 shares 7,307 $939K 0.06% +939 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: 8,387 shares; 2024Q4: 40,755 shares; 2025Q1: 33,262 shares; 2025Q2: 31,450 shares; 2025Q3: 29,288 shares; 2025Q4: 29,288 shares; 2026Q1: 26,998 shares; 2026Q2: 29,565 shares 29,565 $919K 0.06% +2,567 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: 16,924 shares; 2024Q4: 16,759 shares; 2025Q1: 15,359 shares; 2025Q2: 15,434 shares; 2025Q3: 14,014 shares; 2025Q4: 12,068 shares; 2026Q1: 11,575 shares; 2026Q2: 11,272 shares 11,272 $916K 0.06% -303 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 982 shares; 2024Q4: 978 shares; 2025Q1: 1,941 shares; 2025Q2: 1,440 shares; 2025Q3: 1,440 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,280 shares 1,280 $900K 0.06% -20 Timeline QEMM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,557 shares; 2024Q4: 16,007 shares; 2025Q1: 14,662 shares; 2025Q2: 13,437 shares; 2025Q3: 13,097 shares; 2025Q4: 11,874 shares; 2026Q1: 11,499 shares; 2026Q2: 11,229 shares 11,229 $897K 0.05% -270 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,601 shares; 2024Q4: 1,555 shares; 2025Q1: 1,504 shares; 2025Q2: 1,809 shares; 2025Q3: 1,786 shares; 2025Q4: 1,756 shares; 2026Q1: 1,818 shares; 2026Q2: 1,766 shares 1,766 $867K 0.05% -52 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: 5,312 shares; 2024Q4: 5,094 shares; 2025Q1: 4,705 shares; 2025Q2: 3,737 shares; 2025Q3: 3,513 shares; 2025Q4: 4,377 shares; 2026Q1: 4,258 shares; 2026Q2: 2,892 shares 2,892 $862K 0.05% -1,366 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,917 shares; 2024Q4: 2,749 shares; 2025Q1: 3,505 shares; 2025Q2: 3,277 shares; 2025Q3: 3,270 shares; 2025Q4: 3,027 shares; 2026Q1: 2,993 shares; 2026Q2: 3,052 shares 3,052 $858K 0.05% +59 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,439 shares; 2024Q4: 2,953 shares; 2025Q1: 3,403 shares; 2025Q2: 3,303 shares; 2025Q3: 4,260 shares; 2025Q4: 4,165 shares; 2026Q1: 4,195 shares; 2026Q2: 3,606 shares 3,606 $853K 0.05% -589 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,804 shares; 2024Q4: 1,808 shares; 2025Q1: 1,793 shares; 2025Q2: 1,808 shares; 2025Q3: 1,808 shares; 2025Q4: 1,808 shares; 2026Q1: 1,789 shares; 2026Q2: 1,710 shares 1,710 $849K 0.05% -79 Timeline FNDF 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: 12,749 shares; 2024Q4: 16,878 shares; 2025Q1: 13,209 shares; 2025Q2: 14,836 shares; 2025Q3: 14,756 shares; 2025Q4: 14,656 shares; 2026Q1: 14,299 shares; 2026Q2: 15,601 shares 15,601 $823K 0.05% +1,302 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,373 shares; 2024Q4: 6,191 shares; 2025Q1: 6,052 shares; 2025Q2: 33,832 shares; 2025Q3: 35,153 shares; 2025Q4: 33,805 shares; 2026Q1: 35,932 shares; 2026Q2: 33,354 shares 33,354 $819K 0.05% -2,578 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,755 shares; 2024Q4: 3,696 shares; 2025Q1: 3,349 shares; 2025Q2: 2,961 shares; 2025Q3: 2,697 shares; 2025Q4: 3,075 shares; 2026Q1: 2,993 shares; 2026Q2: 2,985 shares 2,985 $812K 0.05% -8 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; 2024Q3: 3,684 shares; 2024Q4: 3,479 shares; 2025Q1: 3,344 shares; 2025Q2: 3,244 shares; 2025Q3: 3,244 shares; 2025Q4: 3,159 shares; 2026Q1: 3,034 shares; 2026Q2: 3,029 shares 3,029 $789K 0.05% -5 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: 29,567 shares; 2024Q4: 28,087 shares; 2025Q1: 25,432 shares; 2025Q2: 24,320 shares; 2025Q3: 19,620 shares; 2025Q4: 16,680 shares; 2026Q1: 16,690 shares; 2026Q2: 16,833 shares 16,833 $777K 0.05% +143 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,181 shares; 2024Q4: 11,073 shares; 2025Q1: 10,807 shares; 2025Q2: 10,670 shares; 2025Q3: 10,542 shares; 2025Q4: 10,517 shares; 2026Q1: 10,392 shares; 2026Q2: 10,150 shares 10,150 $766K 0.05% -242 Timeline BRK-A 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.05% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 860 shares; 2024Q4: 914 shares; 2025Q1: 1,138 shares; 2025Q2: 1,307 shares; 2025Q3: 1,368 shares; 2025Q4: 1,316 shares; 2026Q1: 1,386 shares; 2026Q2: 1,087 shares 1,087 $746K 0.05% -299 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: 9,107 shares; 2024Q4: 8,876 shares; 2025Q1: 11,108 shares; 2025Q2: 11,018 shares; 2025Q3: 11,113 shares; 2025Q4: 10,692 shares; 2026Q1: 9,377 shares; 2026Q2: 9,017 shares 9,017 $745K 0.05% -360 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: 4,489 shares; 2024Q4: 5,923 shares; 2025Q1: 5,451 shares; 2025Q2: 4,656 shares; 2025Q3: 5,094 shares; 2025Q4: 6,141 shares; 2026Q1: 5,193 shares; 2026Q2: 5,016 shares 5,016 $735K 0.05% -177 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: 4,123 shares; 2024Q4: 4,440 shares; 2025Q1: 4,300 shares; 2025Q2: 4,169 shares; 2025Q3: 4,169 shares; 2025Q4: 4,088 shares; 2026Q1: 4,071 shares; 2026Q2: 4,832 shares 4,832 $717K 0.04% +761 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: 938 shares; 2024Q4: 948 shares; 2025Q1: 1,148 shares; 2025Q2: 926 shares; 2025Q3: 939 shares; 2025Q4: 1,234 shares; 2026Q1: 1,196 shares; 2026Q2: 1,117 shares 1,117 $709K 0.04% -79 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,305 shares; 2024Q4: 5,110 shares; 2025Q1: 6,085 shares; 2025Q2: 5,975 shares; 2025Q3: 5,915 shares; 2025Q4: 5,860 shares; 2026Q1: 4,715 shares; 2026Q2: 4,640 shares 4,640 $706K 0.04% -75 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 632 shares; 2024Q4: 582 shares; 2025Q1: 2,432 shares; 2025Q2: 1,289 shares; 2025Q3: 1,289 shares; 2025Q4: 1,289 shares; 2026Q1: 1,289 shares; 2026Q2: 1,289 shares 1,289 $673K 0.04% 0 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: 5,550 shares; 2024Q4: 5,525 shares; 2025Q1: 4,530 shares; 2025Q2: 4,530 shares; 2025Q3: 4,432 shares; 2025Q4: 5,057 shares; 2026Q1: 5,052 shares; 2026Q2: 5,052 shares 5,052 $668K 0.04% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,262 shares; 2024Q4: 1,184 shares; 2025Q1: 2,659 shares; 2025Q2: 2,634 shares; 2025Q3: 1,960 shares; 2025Q4: 1,940 shares; 2026Q1: 1,924 shares; 2026Q2: 1,908 shares 1,908 $650K 0.04% -16 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: 2,066 shares; 2024Q4: 2,066 shares; 2025Q1: 1,942 shares; 2025Q2: 2,151 shares; 2025Q3: 2,137 shares; 2025Q4: 2,112 shares; 2026Q1: 2,095 shares; 2026Q2: 2,125 shares 2,125 $644K 0.04% +30 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,734 shares; 2024Q4: 5,584 shares; 2025Q1: 5,628 shares; 2025Q2: 5,420 shares; 2025Q3: 7,199 shares; 2025Q4: 7,601 shares; 2026Q1: 7,803 shares; 2026Q2: 7,848 shares 7,848 $623K 0.04% +45 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: 2,301 shares; 2024Q4: 3,451 shares; 2025Q1: 4,356 shares; 2025Q2: 4,656 shares; 2025Q3: 4,431 shares; 2025Q4: 4,199 shares; 2026Q1: 4,153 shares; 2026Q2: 3,818 shares 3,818 $618K 0.04% -335 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,164 shares; 2024Q4: 2,067 shares; 2025Q1: 1,776 shares; 2025Q2: 1,682 shares; 2025Q3: 1,682 shares; 2025Q4: 2,107 shares; 2026Q1: 1,904 shares; 2026Q2: 1,789 shares 1,789 $591K 0.04% -115 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: 2,932 shares; 2024Q4: 2,859 shares; 2025Q1: 2,765 shares; 2025Q2: 2,590 shares; 2025Q3: 2,942 shares; 2025Q4: 2,654 shares; 2026Q1: 2,654 shares; 2026Q2: 2,654 shares 2,654 $587K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: 4,963 shares; 2025Q2: 4,863 shares; 2025Q3: 4,863 shares; 2025Q4: 4,863 shares; 2026Q1: 4,863 shares; 2026Q2: 4,863 shares 4,863 $570K 0.03% 0 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207,967 shares; 2024Q4: 218,129 shares; 2025Q1: 227,429 shares; 2025Q2: 214,421 shares; 2025Q3: 85,176 shares; 2025Q4: 55,536 shares; 2026Q1: 42,309 shares; 2026Q2: 30,355 shares 30,355 $567K 0.03% -11,954 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,876 shares; 2024Q4: 2,882 shares; 2025Q1: 2,822 shares; 2025Q2: 2,632 shares; 2025Q3: 2,657 shares; 2025Q4: 2,548 shares; 2026Q1: 2,528 shares; 2026Q2: 2,528 shares 2,528 $563K 0.03% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,817 shares; 2024Q4: 5,218 shares; 2025Q1: 5,418 shares; 2025Q2: 6,133 shares; 2025Q3: 5,570 shares; 2025Q4: 5,521 shares; 2026Q1: 5,636 shares; 2026Q2: 5,794 shares 5,794 $560K 0.03% +158 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,055 shares; 2024Q4: 5,292 shares; 2025Q1: 4,115 shares; 2025Q2: 3,895 shares; 2025Q3: 3,586 shares; 2025Q4: 3,586 shares; 2026Q1: 3,480 shares; 2026Q2: 3,476 shares 3,476 $556K 0.03% -4 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,415 shares; 2024Q4: 8,035 shares; 2025Q1: 6,725 shares; 2025Q2: 6,635 shares; 2025Q3: 6,635 shares; 2025Q4: 6,454 shares; 2026Q1: 6,413 shares; 2026Q2: 6,309 shares 6,309 $553K 0.03% -104 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,458 shares; 2024Q4: 24,619 shares; 2025Q1: 24,369 shares; 2025Q2: 24,319 shares; 2025Q3: 23,403 shares; 2025Q4: 22,828 shares; 2026Q1: 22,678 shares; 2026Q2: 17,420 shares 17,420 $552K 0.03% -5,258 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,944 shares; 2024Q4: 4,896 shares; 2025Q1: 4,549 shares; 2025Q2: 4,544 shares; 2025Q3: 6,249 shares; 2025Q4: 5,661 shares; 2026Q1: 5,430 shares; 2026Q2: 5,305 shares 5,305 $542K 0.03% -125 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,728 shares; 2024Q4: 5,703 shares; 2025Q1: 4,988 shares; 2025Q2: 4,953 shares; 2025Q3: 4,128 shares; 2025Q4: 4,903 shares; 2026Q1: 4,888 shares; 2026Q2: 4,888 shares 4,888 $522K 0.03% 0 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: 1,982 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 858 shares 858 $498K 0.03% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,673 shares 5,673 $485K 0.03% new 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: 2,447 shares; 2024Q4: 2,447 shares; 2025Q1: 2,447 shares; 2025Q2: 2,447 shares; 2025Q3: 2,971 shares; 2025Q4: 2,956 shares; 2026Q1: 2,946 shares; 2026Q2: 2,946 shares 2,946 $485K 0.03% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 3,780 shares; 2026Q1: 2,996 shares; 2026Q2: 2,925 shares 2,925 $478K 0.03% -71 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,953 shares; 2024Q4: 10,630 shares; 2025Q1: 10,241 shares; 2025Q2: 11,966 shares; 2025Q3: 11,884 shares; 2025Q4: 11,884 shares; 2026Q1: 12,273 shares; 2026Q2: 13,164 shares 13,164 $477K 0.03% +891 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: 819 shares; 2024Q4: 569 shares; 2025Q1: 1,335 shares; 2025Q2: 1,324 shares; 2025Q3: 830 shares; 2025Q4: 899 shares; 2026Q1: 899 shares; 2026Q2: 5,394 shares 5,394 $465K 0.03% +4,495 Timeline FNDA 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: 5,779 shares; 2024Q4: 18,412 shares; 2025Q1: 13,103 shares; 2025Q2: 11,968 shares; 2025Q3: 11,968 shares; 2025Q4: 11,818 shares; 2026Q1: 11,595 shares; 2026Q2: 12,106 shares 12,106 $461K 0.03% +511 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: 5,171 shares; 2024Q4: 5,171 shares; 2025Q1: 4,506 shares; 2025Q2: 4,456 shares; 2025Q3: 4,649 shares; 2025Q4: 4,664 shares; 2026Q1: 4,386 shares; 2026Q2: 4,386 shares 4,386 $451K 0.03% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,115 shares; 2025Q1: 4,715 shares; 2025Q2: 6,040 shares; 2025Q3: 6,040 shares; 2025Q4: 5,440 shares; 2026Q1: 6,340 shares; 2026Q2: 7,340 shares 7,340 $451K 0.03% +1,000 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: 8,765 shares 8,765 $443K 0.03% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,887 shares; 2024Q4: 3,887 shares; 2025Q1: 4,006 shares; 2025Q2: 3,806 shares; 2025Q3: 3,806 shares; 2025Q4: 3,806 shares; 2026Q1: 3,806 shares; 2026Q2: 3,782 shares 3,782 $442K 0.03% -24 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: 1,605 shares; 2025Q1: 1,560 shares; 2025Q2: 1,560 shares; 2025Q3: 1,592 shares; 2025Q4: 1,592 shares; 2026Q1: 1,592 shares; 2026Q2: 1,592 shares 1,592 $439K 0.03% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,214 shares; 2024Q4: 4,290 shares; 2025Q1: 4,323 shares; 2025Q2: 3,672 shares; 2025Q3: 3,672 shares; 2025Q4: 4,557 shares; 2026Q1: 4,557 shares; 2026Q2: 4,507 shares 4,507 $437K 0.03% -50 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,775 shares; 2024Q4: 3,775 shares; 2025Q1: 3,600 shares; 2025Q2: 3,575 shares; 2025Q3: 3,575 shares; 2025Q4: 3,575 shares; 2026Q1: 3,575 shares; 2026Q2: 3,575 shares 3,575 $430K 0.03% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,850 shares; 2024Q4: 1,835 shares; 2025Q1: 1,835 shares; 2025Q2: 1,835 shares; 2025Q3: 1,897 shares; 2025Q4: 1,897 shares; 2026Q1: 1,897 shares; 2026Q2: 1,897 shares 1,897 $423K 0.03% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,997 shares; 2026Q1: 1,991 shares; 2026Q2: 1,922 shares 1,922 $420K 0.03% -69 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,497 shares; 2024Q4: 9,497 shares; 2025Q1: 9,497 shares; 2025Q2: 9,497 shares; 2025Q3: 9,497 shares; 2025Q4: 9,282 shares; 2026Q1: 9,282 shares; 2026Q2: 5,502 shares 5,502 $420K 0.03% -3,780 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,468 shares; 2024Q4: 12,175 shares; 2025Q1: 11,235 shares; 2025Q2: 10,827 shares; 2025Q3: 10,582 shares; 2025Q4: 10,237 shares; 2026Q1: 7,455 shares; 2026Q2: 7,250 shares 7,250 $419K 0.03% -205 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,921 shares; 2024Q4: 3,789 shares; 2025Q1: 3,633 shares; 2025Q2: 3,524 shares; 2025Q3: 3,461 shares; 2025Q4: 3,346 shares; 2026Q1: 2,406 shares; 2026Q2: 2,029 shares 2,029 $416K 0.03% -377 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,660 shares; 2024Q4: 1,570 shares; 2025Q1: 1,570 shares; 2025Q2: 1,540 shares; 2025Q3: 1,540 shares; 2025Q4: 1,540 shares; 2026Q1: 1,620 shares; 2026Q2: 1,946 shares 1,946 $414K 0.03% +326 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: 3,215 shares; 2024Q4: 3,273 shares; 2025Q1: 3,684 shares; 2025Q2: 2,769 shares; 2025Q3: 2,706 shares; 2025Q4: 2,676 shares; 2026Q1: 2,631 shares; 2026Q2: 2,490 shares 2,490 $413K 0.03% -141 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,442 shares; 2024Q4: 4,149 shares; 2025Q1: 3,908 shares; 2025Q2: 6,725 shares; 2025Q3: 6,031 shares; 2025Q4: 5,414 shares; 2026Q1: 4,938 shares; 2026Q2: 4,855 shares 4,855 $403K 0.02% -83 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,464 shares; 2024Q4: 3,648 shares; 2025Q1: 3,286 shares; 2025Q2: 3,320 shares; 2025Q3: 3,369 shares; 2025Q4: 3,285 shares; 2026Q1: 3,285 shares; 2026Q2: 3,087 shares 3,087 $400K 0.02% -198 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,634 shares; 2026Q2: 5,434 shares 5,434 $399K 0.02% -200 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,314 shares; 2024Q4: 2,319 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 550 shares 550 $398K 0.02% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,639 shares; 2025Q4: 1,639 shares; 2026Q1: 1,639 shares; 2026Q2: 1,639 shares 1,639 $397K 0.02% 0 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: 2,891 shares; 2025Q2: 2,771 shares; 2025Q3: 2,661 shares; 2025Q4: 2,611 shares; 2026Q1: 2,354 shares; 2026Q2: 2,339 shares 2,339 $384K 0.02% -15 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: 1,655 shares; 2024Q4: 1,848 shares; 2025Q1: 1,630 shares; 2025Q2: 1,564 shares; 2025Q3: 1,617 shares; 2025Q4: 1,741 shares; 2026Q1: 1,754 shares; 2026Q2: 1,754 shares 1,754 $380K 0.02% 0 Timeline IGV 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: 6,340 shares; 2026Q2: 4,160 shares 4,160 $377K 0.02% -2,180 Timeline EEMV 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: 4,987 shares; 2025Q3: 4,987 shares; 2025Q4: 4,987 shares; 2026Q1: 4,987 shares; 2026Q2: 4,987 shares 4,987 $375K 0.02% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,055 shares 5,055 $371K 0.02% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 471 shares; 2025Q1: 276 shares; 2025Q2: 4,134 shares; 2025Q3: 4,095 shares; 2025Q4: 4,209 shares; 2026Q1: 4,139 shares; 2026Q2: 3,890 shares 3,890 $358K 0.02% -249 Timeline FNDE 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: 6,451 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,252 shares; 2025Q3: 7,252 shares; 2025Q4: 7,252 shares; 2026Q1: 7,252 shares; 2026Q2: 8,980 shares 8,980 $356K 0.02% +1,728 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,811 shares; 2024Q4: 1,810 shares; 2025Q1: 1,627 shares; 2025Q2: 1,564 shares; 2025Q3: 1,564 shares; 2025Q4: 1,591 shares; 2026Q1: 1,591 shares; 2026Q2: 1,456 shares 1,456 $354K 0.02% -135 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,845 shares; 2024Q4: 1,568 shares; 2025Q1: 1,860 shares; 2025Q2: 1,920 shares; 2025Q3: 1,805 shares; 2025Q4: 1,958 shares; 2026Q1: 1,920 shares; 2026Q2: 1,620 shares 1,620 $353K 0.02% -300 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC 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: 2,120 shares; 2025Q4: 2,120 shares; 2026Q1: 2,045 shares; 2026Q2: 2,045 shares 2,045 $347K 0.02% 0 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,539 shares; 2024Q4: 6,539 shares; 2025Q1: 6,539 shares; 2025Q2: 6,539 shares; 2025Q3: 7,439 shares; 2025Q4: 6,089 shares; 2026Q1: 6,089 shares; 2026Q2: 6,089 shares 6,089 $345K 0.02% 0 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR 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: 2,941 shares; 2026Q2: 3,389 shares 3,389 $344K 0.02% +448 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: 2,991 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,004 shares; 2026Q1: 3,914 shares; 2026Q2: 3,881 shares 3,881 $341K 0.02% -33 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,099 shares; 2024Q4: 889 shares; 2025Q1: not reported; 2025Q2: 731 shares; 2025Q3: 874 shares; 2025Q4: 858 shares; 2026Q1: 787 shares; 2026Q2: 804 shares 804 $338K 0.02% +17 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; 2024Q3: 1,512 shares; 2024Q4: 1,544 shares; 2025Q1: 1,455 shares; 2025Q2: 1,768 shares; 2025Q3: 1,689 shares; 2025Q4: 1,870 shares; 2026Q1: 1,840 shares; 2026Q2: 1,240 shares 1,240 $335K 0.02% -600 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: 7,670 shares; 2024Q4: 9,138 shares; 2025Q1: 9,194 shares; 2025Q2: 9,268 shares; 2025Q3: 10,549 shares; 2025Q4: 10,730 shares; 2026Q1: 8,117 shares; 2026Q2: 7,917 shares 7,917 $335K 0.02% -200 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,810 shares; 2024Q4: 18,278 shares; 2025Q1: 17,923 shares; 2025Q2: 17,694 shares; 2025Q3: 18,936 shares; 2025Q4: 18,955 shares; 2026Q1: 15,981 shares; 2026Q2: 15,921 shares 15,921 $330K 0.02% -60 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,283 shares; 2024Q4: 2,190 shares; 2025Q1: 2,190 shares; 2025Q2: 2,190 shares; 2025Q3: 2,190 shares; 2025Q4: 1,440 shares; 2026Q1: 1,440 shares; 2026Q2: 1,440 shares 1,440 $327K 0.02% 0 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: 5,872 shares; 2024Q4: 5,847 shares; 2025Q1: 5,666 shares; 2025Q2: 4,281 shares; 2025Q3: 4,196 shares; 2025Q4: 4,071 shares; 2026Q1: 3,586 shares; 2026Q2: 3,561 shares 3,561 $326K 0.02% -25 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,220 shares; 2024Q4: 4,196 shares; 2025Q1: 4,196 shares; 2025Q2: 3,423 shares; 2025Q3: 3,375 shares; 2025Q4: 3,375 shares; 2026Q1: 3,375 shares; 2026Q2: 3,375 shares 3,375 $323K 0.02% 0 Timeline SAMG SILVERCREST ASSET MGMT GROUP More: the full row for SILVERCREST ASSET MGMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,650 shares; 2024Q4: 31,650 shares; 2025Q1: 31,650 shares; 2025Q2: 31,650 shares; 2025Q3: 31,650 shares; 2025Q4: 31,650 shares; 2026Q1: 31,650 shares; 2026Q2: 31,650 shares 31,650 $320K 0.02% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,135 shares; 2024Q4: 27,135 shares; 2025Q1: 27,135 shares; 2025Q2: 27,135 shares; 2025Q3: 22,996 shares; 2025Q4: 22,996 shares; 2026Q1: 22,505 shares; 2026Q2: 22,505 shares 22,505 $313K 0.02% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,196 shares; 2024Q4: 1,041 shares; 2025Q1: 1,001 shares; 2025Q2: 922 shares; 2025Q3: 971 shares; 2025Q4: 1,996 shares; 2026Q1: 1,988 shares; 2026Q2: 1,846 shares 1,846 $310K 0.02% -142 Timeline CTVA CORTEVA INC More: the full row for CORTEVA 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: 3,651 shares; 2026Q1: 3,693 shares; 2026Q2: 3,651 shares 3,651 $309K 0.02% -42 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,671 shares; 2024Q4: 2,361 shares; 2025Q1: 2,081 shares; 2025Q2: 1,986 shares; 2025Q3: 1,986 shares; 2025Q4: 1,986 shares; 2026Q1: 1,476 shares; 2026Q2: 1,476 shares 1,476 $304K 0.02% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,524 shares; 2024Q4: 2,337 shares; 2025Q1: 2,296 shares; 2025Q2: 2,355 shares; 2025Q3: 2,123 shares; 2025Q4: 2,036 shares; 2026Q1: 1,960 shares; 2026Q2: 1,865 shares 1,865 $292K 0.02% -95 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD 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: 7,809 shares; 2026Q1: 7,809 shares; 2026Q2: 6,789 shares 6,789 $289K 0.02% -1,020 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 5,251 shares; 2026Q1: 5,251 shares; 2026Q2: 5,251 shares 5,251 $279K 0.02% 0 Timeline XLB 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: 2,362 shares; 2024Q4: 2,505 shares; 2025Q1: 2,339 shares; 2025Q2: 2,377 shares; 2025Q3: not reported; 2025Q4: 4,431 shares; 2026Q1: 4,824 shares; 2026Q2: 5,411 shares 5,411 $275K 0.02% +587 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,825 shares; 2025Q2: 3,227 shares; 2025Q3: 4,321 shares; 2025Q4: 4,534 shares; 2026Q1: 4,869 shares; 2026Q2: 5,361 shares 5,361 $274K 0.02% +492 Timeline VSS 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: 4,137 shares; 2024Q4: 4,137 shares; 2025Q1: 4,137 shares; 2025Q2: 4,370 shares; 2025Q3: 3,765 shares; 2025Q4: 3,765 shares; 2026Q1: 2,265 shares; 2026Q2: 1,765 shares 1,765 $272K 0.02% -500 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,615 shares; 2025Q3: 1,615 shares; 2025Q4: 1,540 shares; 2026Q1: 1,540 shares; 2026Q2: 1,540 shares 1,540 $268K 0.02% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,765 shares; 2024Q4: 4,743 shares; 2025Q1: 4,615 shares; 2025Q2: 4,584 shares; 2025Q3: 4,580 shares; 2025Q4: 4,580 shares; 2026Q1: 4,365 shares; 2026Q2: 4,365 shares 4,365 $267K 0.02% 0 Timeline CBT CABOT CORP More: the full row for CABOT 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: 2,963 shares; 2026Q2: 2,941 shares 2,941 $267K 0.02% -22 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE 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: 4,689 shares; 2025Q4: 4,689 shares; 2026Q1: 4,689 shares; 2026Q2: 4,689 shares 4,689 $265K 0.02% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,437 shares; 2024Q4: 2,436 shares; 2025Q1: 2,330 shares; 2025Q2: 2,330 shares; 2025Q3: 2,330 shares; 2025Q4: 2,330 shares; 2026Q1: 2,330 shares; 2026Q2: 1,673 shares 1,673 $264K 0.02% -657 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 595 shares 595 $258K 0.02% new Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $257K 0.02% new Timeline RSPT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,950 shares 3,950 $255K 0.02% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 990 shares; 2026Q1: 970 shares; 2026Q2: 970 shares 970 $248K 0.02% 0 Timeline SPXE PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,760 shares; 2024Q4: 3,780 shares; 2025Q1: 3,663 shares; 2025Q2: 3,621 shares; 2025Q3: 3,321 shares; 2025Q4: 3,321 shares; 2026Q1: 3,116 shares; 2026Q2: 3,046 shares 3,046 $246K 0.02% -70 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,716 shares; 2025Q1: not reported; 2025Q2: 1,716 shares; 2025Q3: 1,716 shares; 2025Q4: 1,716 shares; 2026Q1: not reported; 2026Q2: 1,175 shares 1,175 $242K 0.01% new Timeline MDB MONGODB INC More: the full row for MONGODB 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: 712 shares; 2025Q4: 712 shares; 2026Q1: not reported; 2026Q2: 712 shares 712 $239K 0.01% new Timeline VGK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,450 shares; 2026Q1: 2,685 shares; 2026Q2: 2,685 shares 2,685 $238K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,855 shares 3,855 $236K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 7,920 shares; 2025Q2: not reported; 2025Q3: 7,031 shares; 2025Q4: 7,031 shares; 2026Q1: 7,031 shares; 2026Q2: 6,727 shares 6,727 $234K 0.01% -304 Timeline IGM 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: 1,425 shares 1,425 $233K 0.01% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,825 shares; 2025Q2: 3,024 shares; 2025Q3: 3,086 shares; 2025Q4: 3,086 shares; 2026Q1: 3,086 shares; 2026Q2: 3,000 shares 3,000 $233K 0.01% -86 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 223 shares 223 $218K 0.01% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,252 shares; 2024Q4: 3,424 shares; 2025Q1: 2,344 shares; 2025Q2: 2,151 shares; 2025Q3: 2,046 shares; 2025Q4: 2,774 shares; 2026Q1: 1,740 shares; 2026Q2: 1,720 shares 1,720 $214K 0.01% -20 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 645 shares; 2026Q1: 645 shares; 2026Q2: 645 shares 645 $214K 0.01% 0 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: 1,350 shares; 2024Q4: 1,520 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 967 shares; 2026Q2: 870 shares 870 $210K 0.01% -97 Timeline MDYV 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: 2,803 shares; 2024Q4: 2,673 shares; 2025Q1: 2,648 shares; 2025Q2: 2,538 shares; 2025Q3: 2,538 shares; 2025Q4: 2,489 shares; 2026Q1: not reported; 2026Q2: 2,214 shares 2,214 $210K 0.01% new Timeline HERO GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245,811 shares; 2024Q4: 15,080 shares; 2025Q1: 14,705 shares; 2025Q2: 14,402 shares; 2025Q3: 12,157 shares; 2025Q4: 12,157 shares; 2026Q1: 12,157 shares; 2026Q2: 8,307 shares 8,307 $206K 0.01% -3,850 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: 3,382 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,925 shares; 2026Q1: not reported; 2026Q2: 2,470 shares 2,470 $203K 0.01% new Timeline CLIFTON MNG CO COM CLIFTON MNG CO COM More: the full row for CLIFTON MNG CO COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000 $4K <0.01% 0